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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 3,337 | $338.3K | 0.18% | +15+0.5% | Added |
| Successful Portfolios LLC | 3,340 | $338.6K | 0.21% | −1,350−28.8% | Reduced |
| Allen Investment Management LLC | 3,342 | $338.8K | 0.01% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,350 | $339.6K | 0.09% | +285+9.3% | Added |
| Capital Investment Advisory Services, LLC | 3,356 | $340.2K | 0.04% | −484−12.6% | Reduced |
| Intrinsic Value Partners, LLC | 3,359 | $340.5K | 0.46% | −1,125−25.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,363 | $340.9K | 0.06% | −994−22.8% | Reduced |
| Change Path, LLC | 3,373 | $342.0K | 0.02% | +146+4.5% | Added |
| Ruggaard & Associates LLC | 3,376 | $342.3K | 0.21% | +3,376 | New |
| Keating Investment Counselors Inc | 3,380 | $342.7K | 0.13% | −455−11.9% | Reduced |
| Compagnie Lombard Odier SCmA | 3,413 | $346.0K | 0.01% | +400+13.3% | Added |
| Tolleson Wealth Management, Inc. | 3,425 | $347.0K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 3,426 | $347.3K | 0.27% | +875+34.3% | Added |
| MTM Investment Management, LLC | 3,430 | $347.7K | 0.18% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,432 | $347.9K | 0.09% | +1,002+41.2% | Added |
| Wealthsource Partners, LLC | 3,437 | $348.5K | 0.02% | −182−5.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $348.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,443 | $349.1K | 0.25% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,449 | $349.7K | 0.33% | +581+20.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,450 | $349.8K | 0.01% | −223−6.1% | Reduced |
| Gryphon Financial Partners LLC | 3,470 | $351.8K | 0.08% | +22+0.6% | Added |
| Ballew Advisors, Inc | 3,789 | $353.9K | 0.26% | +219+6.1% | Added |
| Joel Isaacson & Co., LLC | 3,509 | $355.7K | 0.03% | +113+3.3% | Added |
| Athena Investment Management | 3,509 | $355.7K | 0.26% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 3,516 | $356.5K | 0.14% | −198−5.3% | Reduced |
| M&R Capital Management Inc | 3,538 | $358.7K | 0.10% | −3−0.1% | Reduced |
| Harbor Advisors LLC | 3,541 | $359.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,582 | $363.1K | 0.00% | +33+0.9% | Added |
| Investors Asset Management of Georgia Inc | 3,602 | $365.2K | 0.19% | −50−1.4% | Reduced |
| HNP Capital LLC | 3,628 | $367.8K | 0.10% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,628 | $368.0K | 0.09% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,630 | $368.0K | 0.13% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,633 | $368.3K | 0.07% | −3,535−49.3% | Reduced |
| Roman Butler Fullerton & Co | 3,715 | $368.9K | 0.18% | +218+6.2% | Added |
| Robertson Stephens Wealth Management, LLC | 3,649 | $370.0K | 0.03% | +371+11.3% | Added |
| Beaird Harris Wealth Management, LLC | 3,660 | $371.1K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,675 | $373.0K | 0.08% | −605−14.1% | Reduced |
| AlphaCentric Advisors LLC | 3,693 | $374.4K | 0.26% | −150−3.9% | Reduced |
| Chicago Trust Co NA | 3,697 | $374.8K | 0.09% | −637−14.7% | Reduced |
| Saxon Interests, Inc. | 3,698 | $374.9K | 0.21% | +1,344+57.1% | Added |
| Wedgewood Investors Inc | 3,699 | $375.0K | 0.49% | −200−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 3,707 | $375.8K | 0.03% | −129−3.4% | Reduced |
| Farther Finance Advisors, LLC | 3,713 | $376.5K | 0.11% | +1,865+100.9% | Added |
| Freestone Capital Holdings, LLC | 3,727 | $377.8K | 0.02% | +37+1.0% | Added |
| Arete Wealth Advisors, LLC | 3,725 | $378.0K | 0.03% | −765−17.0% | Reduced |
| Welch Group, LLC | 3,740 | $379.1K | 0.02% | +15+0.4% | Added |
| Financial Partners Group, LLC | 3,746 | $379.8K | 0.20% | +275+7.9% | Added |
| Relative Value Partners Group, LLC | 3,747 | $379.9K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,770 | $382.2K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,000 | $382.6K | 0.01% | +10,130+208.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,783 | $383.5K | 0.05% | −169−4.3% | Reduced |
| BKD Wealth Advisors, LLC | 3,792 | $384.4K | 0.01% | −98−2.5% | Reduced |
| Callahan Advisors, LLC | 3,800 | $385.2K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,806 | $386.0K | 0.41% | +39+1.0% | Added |
| Goodman Financial Corp | 3,813 | $386.6K | 0.11% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,816 | $386.9K | 0.47% | +376+10.9% | Added |
| AdvisorShares Investments LLC | 3,818 | $387.1K | 0.12% | −42−1.1% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $388.0K | 0.49% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,832 | $388.5K | 0.08% | +3,832 | New |
| Powers Advisory Group, LLC | 3,836 | $388.9K | 0.27% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,854 | $390.7K | 0.11% | +3,101+411.8% | Added |
| Washington Trust Co | 3,864 | $391.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,878 | $393.0K | 0.00% | +156+4.2% | Added |
| Wedmont Private Capital | 3,746 | $393.2K | 0.05% | +1,066+39.8% | Added |
| Segment Wealth Management, LLC | 3,893 | $394.6K | 0.04% | −485−11.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,944 | $399.8K | 0.04% | −742−15.8% | Reduced |
| John G Ullman & Associates Inc | 3,950 | $400.0K | 0.06% | −78−1.9% | Reduced |
| KCM Investment Advisors LLC | 3,947 | $400.1K | 0.02% | +97+2.5% | Added |
| Edmond de Rothschild Holding S.A. | 3,954 | $400.9K | 0.01% | +3,954 | New |
| Siemens Fonds Invest GmbH | 3,960 | $401.5K | 0.04% | −167−4.0% | Reduced |
| SYSTM Wealth Solutions LLC | 3,964 | $401.8K | 0.06% | −10.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,971 | $402.6K | 0.08% | +2+0.1% | Added |
| Westwood Holdings Group Inc. | 3,971 | $403.0K | 0.00% | +73+1.9% | Added |
| Roundview Capital LLC | 3,978 | $403.3K | 0.04% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 3,989 | $404.0K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,000 | $405.5K | 0.18% | −2,486−38.3% | Reduced |
| Bornite Capital Management LP | 4,000 | $405.5K | 0.14% | +4,000 | New |
| Brandywine Oak Private Wealth LLC | 4,015 | $407.1K | 0.05% | −89−2.2% | Reduced |
| Strategy Asset Managers LLC | 4,020 | $407.5K | 0.10% | −377−8.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,020 | $407.5K | 0.04% | +336+9.1% | Added |
| Laurion Capital Management LP | 4,037 | $409.3K | 0.02% | +4,037 | New |
| Acrisure Capital Management, LLC | 4,038 | $409.4K | 0.41% | +4,038 | New |
| SignalPoint Asset Management, LLC | 4,076 | $413.0K | 0.13% | −119−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,088 | $414.5K | 0.05% | +20.0% | Added |
| Nwam LLC | 4,121 | $417.8K | 0.04% | −458−10.0% | Reduced |
| Insight Folios Inc | 4,147 | $420.4K | 0.19% | −99−2.3% | Reduced |
| Field & Main Bank | 4,149 | $420.6K | 0.25% | +72+1.8% | Added |
| Whittier Trust Co | 4,161 | $421.8K | 0.01% | −2,093−33.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,165 | $422.2K | 0.04% | +921+28.4% | Added |
| Your Advocates Ltd., LLP | 4,214 | $427.2K | 0.23% | +41+1.0% | Added |
| Weik Capital Management | 4,220 | $428.0K | 0.20% | 00.0% | Unchanged |
| First Western Trust Bank | 4,237 | $429.5K | 0.02% | −16−0.4% | Reduced |
| Dividend Assets Capital, LLC | 4,133 | $430.0K | 0.09% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,252 | $431.0K | 0.10% | −1,000−19.0% | Reduced |
| WP Advisors, LLC | 4,266 | $432.5K | 0.18% | −211−4.7% | Reduced |
| Princeton Global Asset Management LLC | 4,275 | $433.4K | 0.12% | +4,130+2,848.3% | Added |
| KLR Investment Advisors, LLC | 4,280 | $433.9K | 0.38% | −892−17.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,279 | $434.0K | 0.32% | −8−0.2% | Reduced |
| Empirical Asset Management, LLC | 4,296 | $435.5K | 0.42% | +4,296 | New |
| Naviter Wealth, LLC | 4,296 | $435.5K | 0.15% | 00.0% | Unchanged |