Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q1 2023
Institutional positions in Phillips 66 as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,573
- +30 vs. Q4 2022
- Shares held
- 361.9M
- +25.3M (+7.5%) vs. Q4 2022
- Total value
- $33.4B
- −$1.60B (−4.6%) vs. Q4 2022
- New holders
- 133
- 553 more added
- Sold out
- 103
- 591 more reduced
32 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 2,143 | $217.3K | 0.07% | −80−3.6% | Reduced |
| Baldwin Brothers Inc | 2,143 | $217.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,144 | $217.4K | 0.08% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,148 | $217.8K | 0.02% | +186+9.5% | Added |
| First Citizens Bank & Trust Co | 2,152 | $218.2K | 0.00% | −440−17.0% | Reduced |
| Guardian Capital Advisors LP | 2,088 | $218.2K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 2,154 | $218.4K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,156 | $218.5K | 0.05% | +3+0.1% | Added |
| Beach Investment Counsel Inc | 2,160 | $219.0K | 0.03% | −300−12.2% | Reduced |
| Perpetual Ltd | 2,164 | $219.4K | 0.00% | +2,164 | New |
| First City Capital Management, Inc. | 2,221 | $219.9K | 0.13% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,172 | $220.2K | 0.03% | +126+6.2% | Added |
| APCM Wealth Management for Individuals | 2,175 | $220.5K | 0.04% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 2,178 | $220.8K | 0.17% | −398−15.5% | Reduced |
| Anchor Investment Management, LLC | 2,178 | $220.8K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,186 | $221.6K | 0.02% | −471−17.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,185 | $222.0K | 0.16% | −244−10.0% | Reduced |
| Covestor Ltd | 2,188 | $222.0K | 0.19% | +548+33.4% | Added |
| Tarbox Family Office, Inc. | 2,191 | $222.1K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,199 | $222.9K | 0.03% | +2,199 | New |
| Shufro Rose & Co LLC | 2,199 | $222.9K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,205 | $223.5K | 0.02% | +8+0.4% | Added |
| Cross Staff Investments Inc | 2,209 | $223.9K | 0.22% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,219 | $225.0K | 0.02% | −725−24.6% | Reduced |
| Gilman Hill Asset Management, LLC | 2,237 | $226.8K | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,237 | $226.8K | 0.04% | −400−15.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,240 | $227.1K | 0.03% | −522−18.9% | Reduced |
| Warwick Investment Management, Inc. | 2,243 | $227.4K | 0.10% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,254 | $228.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,267 | $229.9K | 0.06% | +80+3.7% | Added |
| Carmichael Hill & Associates, Inc. | 2,270 | $230.2K | 0.12% | +9+0.4% | Added |
| Focus Financial Network, Inc. | 2,277 | $230.8K | 0.01% | +3+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,288 | $231.9K | 0.14% | +92+4.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,290 | $232.0K | 0.19% | +11+0.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 2,294 | $232.6K | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,302 | $233.4K | 0.08% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,304 | $233.6K | 0.06% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,310 | $234.2K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,312 | $234.4K | 0.00% | +246+11.9% | Added |
| Dumont & Blake Investment Advisors LLC | 2,322 | $235.0K | 0.08% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,322 | $235.4K | 0.09% | −244−9.5% | Reduced |
| Park National Corp | 2,325 | $235.7K | 0.01% | +200+9.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $236.0K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,332 | $236.4K | 0.11% | −2−0.1% | Reduced |
| SkyOak Wealth, LLC | 2,340 | $237.2K | 0.07% | 00.0% | Unchanged |
| Stonnington Group, LLC | 2,238 | $237.8K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 2,349 | $238.1K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 2,357 | $239.0K | 0.01% | −37−1.5% | Reduced |
| Close Asset Management Ltd | 2,356 | $239.0K | 0.01% | +2,356 | New |
| Marietta Investment Partners LLC | 2,360 | $239.3K | 0.07% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,360 | $239.3K | 0.16% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,367 | $240.0K | 0.05% | +59+2.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,367 | $240.0K | 0.01% | −62−2.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,382 | $241.6K | 0.05% | +165+7.4% | Added |
| Ethos Financial Group, LLC | 2,385 | $241.8K | 0.08% | +206+9.5% | Added |
| Sutton Wealth Advisors Inc. | 2,389 | $242.2K | 0.13% | −1,839−43.5% | Reduced |
| TCWP LLC | 2,389 | $242.2K | 0.05% | −20−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,390 | $242.3K | 0.10% | −142−5.6% | Reduced |
| Willis Johnson & Associates, Inc. | 2,390 | $242.3K | 0.03% | +450+23.2% | Added |
| Burke & Herbert Bank & Trust Co | 2,394 | $242.7K | 0.18% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,395 | $242.8K | 0.09% | −35−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,395 | $242.8K | 0.03% | +83+3.6% | Added |
| First Business Financial Services, Inc. | 2,396 | $242.9K | 0.03% | +16+0.7% | Added |
| Everhart Financial Group, Inc. | 2,396 | $242.9K | 0.11% | +438+22.4% | Added |
| Ipswich Investment Management Co., Inc. | 2,400 | $243.3K | 0.07% | 00.0% | Unchanged |
| Aries Wealth Management | 2,403 | $243.6K | 0.10% | 00.0% | Unchanged |
| Leisure Capital Management | 2,410 | $244.3K | 0.14% | −132−5.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,427 | $246.0K | 0.39% | +2,427 | New |
| B&D White Capital Company, LLC | 2,432 | $246.6K | 0.08% | 00.0% | Unchanged |
| Renasant Bank | 2,443 | $247.7K | 0.19% | −281−10.3% | Reduced |
| Denver Wealth Management, Inc. | 2,451 | $248.5K | 0.17% | +18+0.7% | Added |
| Greytown Advisors Inc. | 2,463 | $249.7K | 0.13% | +20+0.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $250.2K | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 2,479 | $251.0K | 0.03% | +59+2.4% | Added |
| Modera Wealth Management, LLC | 2,483 | $251.7K | 0.01% | +51+2.1% | Added |
| ING Groep NV | 2,487 | $252.1K | 0.00% | −1,172−32.0% | Reduced |
| Montag A & Associates Inc | 2,488 | $252.2K | 0.02% | +34+1.4% | Added |
| Acima Private Wealth, LLC | 2,500 | $253.4K | 0.12% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,500 | $253.5K | 0.07% | +18+0.7% | Added |
| IFG Advisory, LLC | 2,511 | $254.6K | 0.02% | −152−5.7% | Reduced |
| Allegheny Financial Group LTD | 2,512 | $254.7K | 0.10% | +68+2.8% | Added |
| Stokes Family Office, LLC | 2,513 | $254.8K | 0.03% | +160+6.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,520 | $255.5K | 0.09% | −190−7.0% | Reduced |
| Harbour Investments, Inc. | 2,523 | $255.8K | 0.01% | +61+2.5% | Added |
| Port Capital LLC | 2,526 | $256.0K | 0.02% | −42−1.6% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $256.1K | 0.08% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,527 | $256.2K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $256.7K | 0.02% | 00.0% | Unchanged |
| X-Square Capital, LLC | 2,544 | $258.0K | 0.15% | +22+0.9% | Added |
| Moloney Securities Asset Management, LLC | 2,545 | $258.0K | 0.05% | −13−0.5% | Reduced |
| Gables Capital Management Inc. | 2,552 | $258.7K | 0.18% | 00.0% | Unchanged |
| Moller Financial Services | 2,568 | $260.3K | 0.08% | 00.0% | Unchanged |
| Cutler Group LP | 2,582 | $261.0K | 0.04% | +1,920+290.0% | Added |
| Chemung Canal Trust Co | 2,584 | $262.0K | 0.06% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $263.2K | 0.04% | +196+8.2% | Added |
| Dodge & Cox | 2,600 | $263.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,602 | $263.8K | 0.14% | +26+1.0% | Added |
| Laidlaw Wealth Management LLC | 2,617 | $265.3K | 0.05% | −1,050−28.6% | Reduced |
| Jennison Associates LLC | 2,622 | $265.8K | 0.00% | −904−25.6% | Reduced |
| Lindbrook Capital, LLC | 2,633 | $266.9K | 0.03% | −1,291−32.9% | Reduced |