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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 4,300 | $435.9K | 0.66% | +4,300 | New |
| JT Stratford LLC | 4,303 | $436.2K | 0.13% | +393+10.1% | Added |
| Old Point Trust & Financial Services N A | 4,303 | $436.2K | 0.19% | +700+19.4% | Added |
| Riverwater Partners LLC | 4,334 | $439.4K | 0.40% | −250−5.5% | Reduced |
| Evergreen Capital Management LLC | 4,346 | $440.6K | 0.02% | +12+0.3% | Added |
| Orleans Capital Management Corp | 4,355 | $441.5K | 0.33% | −225−4.9% | Reduced |
| Johnson & White Wealth Management, LLC | 4,357 | $442.0K | 0.39% | +25+0.6% | Added |
| Symphony Financial, Ltd. Co. | 4,425 | $442.5K | 0.11% | −574−11.5% | Reduced |
| Austin Private Wealth, LLC | 4,366 | $442.6K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,375 | $443.6K | 0.01% | −1,382−24.0% | Reduced |
| Conning Inc. | 4,398 | $445.9K | 0.01% | −30−0.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,400 | $446.0K | 0.19% | −20−0.5% | Reduced |
| Estabrook Capital Management | 4,404 | $446.5K | 0.08% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,421 | $448.2K | 0.05% | +9+0.2% | Added |
| Trust Co of Oklahoma | 4,424 | $448.5K | 0.18% | +408+10.2% | Added |
| Acropolis Investment Management, LLC | 4,427 | $448.8K | 0.04% | −77−1.7% | Reduced |
| Means Investment Co., Inc. | 4,428 | $448.9K | 0.08% | +14+0.3% | Added |
| Roberts Glore & Co Inc | 4,452 | $451.3K | 0.15% | +75+1.7% | Added |
| AIA Group Ltd | 4,465 | $452.7K | 0.02% | −601−11.9% | Reduced |
| Vanguard Capital Wealth Advisors | 4,471 | $453.2K | 0.45% | +331+8.0% | Added |
| Tributary Capital Management, LLC | 4,500 | $456.2K | 0.04% | +1,000+28.6% | Added |
| Concord Asset Management, LLC | 4,502 | $456.5K | 0.19% | +4,502 | New |
| San Luis Wealth Advisors LLC | 4,507 | $457.0K | 0.18% | +4,507 | New |
| Pinnacle Financial Partners Inc | 4,538 | $460.1K | 0.01% | +116+2.6% | Added |
| Private Portfolio Partners LLC | 4,549 | $461.1K | 0.12% | +10+0.2% | Added |
| Financial Advisory Service, Inc. | 4,555 | $461.7K | 0.05% | +10.0% | Added |
| Pitcairn Co | 4,562 | $462.5K | 0.04% | +242+5.6% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $464.5K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,616 | $467.9K | 0.06% | −198−4.1% | Reduced |
| S.A. Mason LLC | 4,644 | $470.8K | 0.34% | 00.0% | Unchanged |
| Coastline Trust Co | 4,650 | $471.4K | 0.07% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,651 | $471.5K | 0.28% | +36+0.8% | Added |
| First Foundation Advisors | 4,651 | $471.6K | 0.02% | −5,742−55.2% | Reduced |
| Stockman Wealth Management, Inc. | 4,656 | $472.0K | 0.11% | −705−13.2% | Reduced |
| Insigneo Advisory Services, LLC | 4,660 | $472.4K | 0.15% | +2,148+85.5% | Added |
| OneAscent Wealth Management LLC | 4,667 | $473.0K | 0.18% | −525−10.1% | Reduced |
| Lincoln Capital LLC | 4,667 | $473.1K | 0.13% | −37−0.8% | Reduced |
| Centaurus Financial, Inc. | 4,672 | $474.0K | 0.04% | −1,018−17.9% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $476.0K | 1.21% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,714 | $477.9K | 0.29% | −2,716−36.6% | Reduced |
| Vaughan David Investments LLC | 4,756 | $482.0K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,789 | $485.5K | 0.08% | +4,789 | New |
| LVM Capital Management Ltd | 4,795 | $486.0K | 0.07% | +170+3.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,803 | $486.9K | 0.00% | +4,803 | New |
| Citizens Financial Group Inc | 4,804 | $487.0K | 0.02% | −1,037−17.8% | Reduced |
| MONECO Advisors, LLC | 4,806 | $487.2K | 0.14% | +2,224+86.1% | Added |
| Quadrant Capital Group LLC | 4,811 | $487.7K | 0.05% | +440+10.1% | Added |
| Waldron Private Wealth LLC | 4,838 | $490.5K | 0.02% | +353+7.9% | Added |
| Groesbeck Investment Management Corp | 4,836 | $491.0K | 0.74% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 4,850 | $491.7K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,892 | $496.0K | 0.06% | −297−5.7% | Reduced |
| ABLE Financial Group, LLC | 4,903 | $497.1K | 0.32% | +4,903 | New |
| Fisher Asset Management, LLC | 4,920 | $498.9K | 0.00% | −405−7.6% | Reduced |
| Private Trust Co NA | 4,943 | $501.1K | 0.07% | +272+5.8% | Added |
| Garrison Point Advisors, LLC | 4,975 | $504.4K | 0.38% | −100−2.0% | Reduced |
| Flputnam Investment Management Co | 4,994 | $506.3K | 0.02% | −120−2.3% | Reduced |
| Vantage Consulting Group Inc | 5,032 | $510.1K | 0.29% | −199−3.8% | Reduced |
| Syntax Advisors, LLC | 5,032 | $510.1K | 0.39% | −199−3.8% | Reduced |
| Autumn Glory Partners, LLC | 5,041 | $511.1K | 0.44% | +1,291+34.4% | Added |
| Schnieders Capital Management LLC | 5,058 | $512.8K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 5,065 | $513.5K | 0.37% | +71+1.4% | Added |
| Whitener Capital Management, Inc. | 5,075 | $514.5K | 0.22% | +49+1.0% | Added |
| Weaver Consulting Group | 5,095 | $516.5K | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,106 | $517.6K | 0.06% | −730−12.5% | Reduced |
| Seven Eight Capital, LP | 5,121 | $519.2K | 0.11% | +5,121 | New |
| Whittier Trust Co of Nevada Inc | 5,137 | $520.8K | 0.02% | +131+2.6% | Added |
| Connectus Wealth, LLC | 5,150 | $522.1K | 0.01% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,910 | $522.8K | 0.37% | −32,706−86.9% | Reduced |
| Inlet Private Wealth, LLC | 5,162 | $523.3K | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 5,187 | $525.8K | 0.02% | +1,095+26.8% | Added |
| PFG Advisors | 5,189 | $526.1K | 0.04% | −38−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 5,213 | $527.4K | 0.03% | −1,277−19.7% | Reduced |
| Quantbot Technologies LP | 5,215 | $528.7K | 0.04% | +5,215 | New |
| Ahrens Investment Partners LLC | 5,220 | $529.2K | 0.26% | −939−15.2% | Reduced |
| Venturi Wealth Management, LLC | 5,229 | $530.1K | 0.04% | +2,390+84.2% | Added |
| North Star Investment Management Corp. | 5,234 | $530.7K | 0.04% | −3,342−39.0% | Reduced |
| Kovack Advisors, Inc. | 5,248 | $532.1K | 0.07% | −131−2.4% | Reduced |
| Schear Investment Advisers, LLC | 5,256 | $532.9K | 0.64% | +100+1.9% | Added |
| Chicago Partners Investment Group LLC | 5,324 | $536.1K | 0.03% | +437+8.9% | Added |
| Patron Partners Advisors, LLC | 5,302 | $537.5K | 0.40% | −549−9.4% | Reduced |
| Crescent Grove Advisors, LLC | 5,355 | $542.9K | 0.06% | −2,300−30.0% | Reduced |
| Linscomb & Williams, Inc. | 5,401 | $547.6K | 0.03% | −4,149−43.4% | Reduced |
| Campion Asset Management LLC | 5,421 | $549.6K | 0.52% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,458 | $553.3K | 0.04% | −285−5.0% | Reduced |
| RSM US Wealth Management LLC | 5,468 | $554.3K | 0.02% | +5,468 | New |
| Mission Wealth Management, LP | 5,480 | $555.6K | 0.02% | +118+2.2% | Added |
| Gamco Investors, Inc. Et Al | 5,483 | $555.9K | 0.01% | +250+4.8% | Added |
| Outfitter Financial LLC | 5,500 | $557.6K | 0.50% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,504 | $558.0K | 0.09% | +14+0.3% | Added |
| Thrive Wealth Management, LLC | 5,566 | $564.3K | 0.14% | +720+14.9% | Added |
| Weatherly Asset Management L. P. | 5,574 | $565.1K | 0.07% | −90−1.6% | Reduced |
| Cambridge Trust Co | 5,585 | $566.2K | 0.03% | −47−0.8% | Reduced |
| Charter Trust Co | 5,587 | $566.4K | 0.05% | −398−6.6% | Reduced |
| Equitable Holdings, Inc. | 5,625 | $570.3K | 0.01% | −141−2.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,628 | $570.6K | 0.14% | −293−4.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,650 | $572.8K | 0.12% | +447+8.6% | Added |
| Institutional & Family Asset Management, LLC | 5,654 | $573.2K | 0.09% | +415+7.9% | Added |
| Trust Co of Toledo NA | 5,680 | $575.8K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,703 | $578.2K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,710 | $578.9K | 0.06% | −18−0.3% | Reduced |