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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 2,635 | $267.1K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,638 | $267.4K | 0.03% | +2,638 | New |
| Benjamin Edwards Inc | 2,647 | $268.0K | 0.07% | −2,424−47.8% | Reduced |
| HCR Wealth Advisors | 2,644 | $268.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,649 | $268.6K | 0.07% | +10+0.4% | Added |
| Advus Financial Partners, LLC | 2,649 | $268.6K | 0.11% | +18+0.7% | Added |
| MAS Advisors LLC | 2,653 | $269.0K | 0.26% | +103+4.0% | Added |
| Oak Thistle LLC | 2,657 | $269.4K | 0.16% | +2,657 | New |
| Stiles Financial Services Inc | 2,666 | $270.3K | 0.15% | +19+0.7% | Added |
| Adviser Investments LLC | 2,669 | $270.6K | 0.01% | +2,669 | New |
| Cornerstone Wealth Group, LLC | 2,673 | $271.0K | 0.05% | +449+20.2% | Added |
| Monetary Management Group Inc | 2,677 | $271.4K | 0.08% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,693 | $273.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,697 | $273.4K | 0.06% | +473+21.3% | Added |
| Thompson Siegel & Walmsley LLC | 2,699 | $274.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 2,708 | $274.6K | 0.01% | +42+1.6% | Added |
| Baker Avenue Asset Management, LP | 2,713 | $275.0K | 0.01% | −789−22.5% | Reduced |
| Jones Financial Companies LLLP | 2,713 | $275.0K | 0.00% | +270+11.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,738 | $277.6K | 0.01% | +20+0.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,744 | $278.2K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,747 | $278.5K | 0.01% | −874−24.1% | Reduced |
| SBB Research Group LLC | 2,751 | $278.9K | 0.39% | +27+1.0% | Added |
| LBMC Investment Advisors, LLC | 2,756 | $279.4K | 0.03% | +10.0% | Added |
| BancorpSouth Bank | 2,769 | $280.7K | 0.03% | +12+0.4% | Added |
| Morris Retirement Advisors, LLC | 2,777 | $281.5K | 0.20% | +2,777 | New |
| Basso Capital Management, L.P. | 2,787 | $282.5K | 0.27% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,810 | $284.9K | 0.20% | −5−0.2% | Reduced |
| Ethic Inc. | 2,818 | $285.7K | 0.01% | −1,022−26.6% | Reduced |
| PDS Planning, Inc | 2,827 | $286.6K | 0.04% | −936−24.9% | Reduced |
| WealthBridge Capital Management, LLC | 2,834 | $287.3K | 0.11% | +750+36.0% | Added |
| Atlas Capital Advisors LLC | 2,836 | $287.5K | 0.05% | −115−3.9% | Reduced |
| OneAscent Financial Services LLC | 2,864 | $290.0K | 0.12% | −552−16.2% | Reduced |
| North Star Asset Management Inc | 2,863 | $290.3K | 0.02% | +148+5.5% | Added |
| Aldebaran Financial Inc. | 2,865 | $290.5K | 0.39% | −1,700−37.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,865 | $290.5K | 0.01% | +524+22.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,880 | $292.0K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,889 | $292.9K | 0.01% | −499−14.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,892 | $293.0K | 0.00% | −964−25.0% | Reduced |
| Plancorp, LLC | 2,897 | $293.7K | 0.02% | +228+8.5% | Added |
| Angeles Wealth Management, LLC | 2,908 | $294.8K | 0.04% | +182+6.7% | Added |
| MQS Management LLC | 2,919 | $295.9K | 0.19% | +2,919 | New |
| LCNB Corp | 2,923 | $296.3K | 0.13% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 2,925 | $296.5K | 0.01% | +2,925 | New |
| Proequities, Inc. | 2,941 | $298.2K | 0.02% | −523−15.1% | Reduced |
| First National Bank of South Miami | 2,955 | $299.6K | 0.24% | −6−0.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $303.2K | 0.26% | −25−0.8% | Reduced |
| V-Square Quantitative Management LLC | 2,997 | $303.8K | 0.28% | +2,997 | New |
| CSS LLC | 3,000 | $304.1K | 0.02% | −18,712−86.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $304.1K | 0.29% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,011 | $305.3K | 0.29% | +342+12.8% | Added |
| Parsec Financial Management, Inc. | 3,024 | $306.6K | 0.01% | +225+8.0% | Added |
| Dark Forest Capital Management LP | 3,046 | $308.8K | 0.07% | +3,046 | New |
| Chilton Capital Management LLC | 3,051 | $309.3K | 0.02% | −226−6.9% | Reduced |
| Jump Financial, LLC | 3,053 | $309.5K | 0.01% | +3,053 | New |
| Jacobs & Co | 3,066 | $310.0K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,013 | $310.1K | 0.00% | +3,013 | New |
| Brighton Jones LLC | 3,059 | $310.2K | 0.02% | −310−9.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,062 | $310.4K | 0.09% | −5−0.2% | Reduced |
| Rossmore Private Capital | 3,064 | $310.6K | 0.05% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 3,066 | $310.8K | 0.10% | +3,066 | New |
| Apriem Advisors | 3,067 | $310.9K | 0.05% | +605+24.6% | Added |
| Kanawha Capital Management LLC | 3,074 | $311.6K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 31,605,722 | $311.8K | 1.61% | +31,605,722 | New |
| Capital Investment Advisors, LLC | 3,078 | $312.0K | 0.01% | −122−3.8% | Reduced |
| Trust Co | 3,082 | $312.5K | 0.05% | +2,104+215.1% | Added |
| West Paces Advisors Inc. | 3,088 | $313.1K | 0.10% | −6−0.2% | Reduced |
| WBH Advisory Inc | 3,100 | $314.2K | 0.04% | +3,100 | New |
| Good Life Advisors, LLC | 3,101 | $314.4K | 0.04% | +172+5.9% | Added |
| First Interstate Bank | 3,107 | $315.0K | 0.02% | −129−4.0% | Reduced |
| Boothbay Fund Management, LLC | 3,108 | $315.1K | 0.01% | +3,108 | New |
| Joule Financial, LLC | 3,112 | $315.5K | 0.17% | +3,112 | New |
| Trust Co of Vermont | 3,116 | $315.9K | 0.02% | +49+1.6% | Added |
| Whalerock Point Partners, LLC | 3,119 | $316.2K | 0.12% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $317.0K | 0.21% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,131 | $317.4K | 0.05% | +89+2.9% | Added |
| E&G Advisors, LP | 3,152 | $319.6K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,155 | $320.0K | 0.13% | −206−6.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,157 | $320.1K | 0.03% | +3,157 | New |
| Drive Wealth Management, LLC | 3,161 | $320.4K | 0.13% | +147+4.9% | Added |
| Nebula Research & Development LLC | 3,169 | $321.3K | 0.57% | +3,169 | New |
| Northcape Wealth Management, LLC | 3,176 | $322.0K | 0.12% | +3,176 | New |
| Paragon Capital Management Ltd | 3,181 | $322.5K | 0.07% | −10−0.3% | Reduced |
| First National Bank Sioux Falls | 3,184 | $322.8K | 0.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,190 | $323.4K | 0.00% | −4,210−56.9% | Reduced |
| Shell Asset Management Co | 3,220 | $326.0K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,221 | $326.6K | 0.11% | −135−4.0% | Reduced |
| CX Institutional | 3,186 | $327.0K | 0.02% | +504+18.8% | Added |
| Transform Wealth, LLC | 3,226 | $327.1K | 0.03% | +134+4.3% | Added |
| SFMG, LLC | 3,227 | $327.2K | 0.04% | +198+6.5% | Added |
| Green Square Capital Advisors LLC | 3,232 | $327.7K | 0.04% | +346+12.0% | Added |
| Townsend Asset Management Corp | 3,250 | $329.4K | 0.17% | −124−3.7% | Reduced |
| Callan Capital, LLC | 3,257 | $330.2K | 0.04% | −655−16.7% | Reduced |
| Blue Edge Capital, LLC | 3,262 | $330.7K | 0.07% | +4+0.1% | Added |
| Tanager Wealth Management LLP | 3,271 | $331.6K | 0.08% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,276 | $332.1K | 0.14% | +126+4.0% | Added |
| Capital Analysts, LLC | 3,285 | $333.0K | 0.02% | −42−1.3% | Reduced |
| Wealthspire Advisors, LLC | 3,294 | $333.9K | 0.01% | +530+19.2% | Added |
| TrinityPoint Wealth, LLC | 3,299 | $334.5K | 0.07% | +199+6.4% | Added |
| Spinnaker Trust | 3,308 | $335.4K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,331 | $337.7K | 0.02% | 00.0% | Unchanged |