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; 2,108 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
- 1,572
- +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
- 552 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 5,730 | $580.9K | 0.20% | +14+0.2% | Added |
| Foster & Motley Inc | 5,733 | $581.0K | 0.05% | +2,000+53.6% | Added |
| Worth Financial Advisory Group, LLC | 5,745 | $582.4K | 0.56% | −246−4.1% | Reduced |
| CWA Asset Management Group, LLC | 5,750 | $582.9K | 0.04% | +802+16.2% | Added |
| Palisade Asset Management, LLC | 5,767 | $584.7K | 0.07% | −225−3.8% | Reduced |
| Personal Cfo Solutions, LLC | 5,768 | $584.8K | 0.12% | +420+7.9% | Added |
| Perigon Wealth Management, LLC | 5,787 | $586.7K | 0.03% | −544−8.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,793 | $587.4K | 0.12% | −27−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 5,806 | $588.6K | 0.19% | −232−3.8% | Reduced |
| Johnson Financial Group, Inc. | 5,842 | $592.3K | 0.04% | +5,182+785.2% | Added |
| Retirement Group, LLC | 5,877 | $596.0K | 0.27% | −2,682−31.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,881 | $596.2K | 0.10% | −20.0% | Reduced |
| Integrated Advisors Network LLC | 5,902 | $598.4K | 0.04% | −71−1.2% | Reduced |
| Roof Eidam & Maycock | 5,910 | $599.2K | 0.22% | 00.0% | Unchanged |
| MJP Associates Inc | 5,913 | $599.5K | 0.18% | +404+7.3% | Added |
| Stegent Equity Advisors, Inc. | 5,934 | $601.6K | 0.60% | −228−3.7% | Reduced |
| Burns Matteson Capital Management, LLC | 5,944 | $602.6K | 0.38% | +5,944 | New |
| Allen Capital Group, LLC | 5,961 | $604.4K | 0.12% | +5,961 | New |
| Wealthcare Advisory Partners LLC | 5,967 | $604.9K | 0.03% | +488+8.9% | Added |
| J2 Capital Management Inc | 5,979 | $606.2K | 0.94% | +19+0.3% | Added |
| Old National Bancorp | 5,982 | $606.5K | 0.02% | −411−6.4% | Reduced |
| Wahed Invest LLC | 5,983 | $606.6K | 0.26% | −134−2.2% | Reduced |
| MCF Advisors LLC | 5,989 | $607.1K | 0.06% | −72−1.2% | Reduced |
| Park Circle Co | 6,000 | $608.3K | 0.59% | −6,000−50.0% | Reduced |
| Hennessy Advisors Inc | 6,000 | $608.3K | 0.04% | −2,500−29.4% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $610.4K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,041 | $612.4K | 0.06% | −446−6.9% | Reduced |
| Peoples Financial Services Corp. | 6,060 | $614.4K | 0.29% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,069 | $615.3K | 0.34% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,079 | $616.3K | 0.01% | −104−1.7% | Reduced |
| Private Capital Management, LLC | 6,089 | $617.3K | 0.07% | +6,089 | New |
| David Loasby | 6,011 | $618.1K | 0.07% | +1,846+44.3% | Added |
| Busey Wealth Management | 6,109 | $619.3K | 0.03% | −45−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,115 | $620.0K | 0.38% | +17+0.3% | Added |
| Matthew Goff Investment Advisor, LLC | 6,135 | $622.0K | 0.15% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 6,140 | $622.5K | 0.01% | −6,360−50.9% | Reduced |
| Confluence Wealth Services, Inc. | 6,148 | $623.3K | 0.15% | +10.0% | Added |
| FineMark National Bank & Trust | 6,150 | $623.5K | 0.03% | +2,099+51.8% | Added |
| Clarius Group, LLC | 6,173 | $625.8K | 0.05% | −36−0.6% | Reduced |
| Symmetry Partners, LLC | 6,174 | $626.0K | 0.03% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,186 | $627.0K | 0.30% | −185−2.9% | Reduced |
| BerganKDV Wealth Management, LLC | 6,200 | $628.6K | 0.06% | −235−3.7% | Reduced |
| Vise Technologies, Inc. | 6,209 | $629.5K | 0.17% | +2,253+57.0% | Added |
| Valley Brook Capital Group | 6,250 | $633.6K | 0.58% | +51+0.8% | Added |
| American Financial Group Inc | 6,250 | $634.0K | 0.20% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,301 | $638.8K | 0.05% | +90+1.4% | Added |
| Cornerstone Wealth Management, LLC | 6,303 | $639.0K | 0.06% | +6,303 | New |
| Argent Trust Co | 6,309 | $639.6K | 0.04% | −100−1.6% | Reduced |
| Dearborn Partners LLC | 6,363 | $645.1K | 0.03% | −1,203−15.9% | Reduced |
| South Street Advisors LLC | 6,420 | $650.9K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,308 | $656.0K | 0.01% | +139+2.3% | Added |
| Birmingham Capital Management Co Inc | 6,490 | $658.0K | 0.26% | −820−11.2% | Reduced |
| Imprint Wealth LLC | 6,493 | $658.3K | 0.43% | +6,493 | New |
| Kula Investments, LLC | 6,495 | $658.5K | 0.16% | +6,495 | New |
| Ambassador Advisors, LLC | 7,054 | $658.9K | 0.15% | +4,221+149.0% | Added |
| Miller Investment Management, LP | 6,500 | $659.0K | 0.11% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 6,267 | $664.1K | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,563 | $665.4K | 0.05% | +835+14.6% | Added |
| Chelsea Counsel Co | 6,585 | $667.6K | 0.32% | −44−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 6,593 | $668.4K | 0.07% | +139+2.2% | Added |
| Islay Capital Management, LLC | 6,599 | $669.0K | 0.65% | −4,417−40.1% | Reduced |
| Heron Financial Group, LLC | 6,680 | $677.2K | 0.37% | −803−10.7% | Reduced |
| Westhampton Capital, LLC | 6,703 | $679.5K | 0.44% | +250+3.9% | Added |
| CAPROCK Group, Inc. | 6,767 | $686.1K | 0.05% | −582−7.9% | Reduced |
| Van Hulzen Asset Management, LLC | 6,794 | $689.0K | 0.06% | +77+1.1% | Added |
| Cookson Peirce & Co Inc | 6,816 | $691.0K | 0.04% | +2,357+52.9% | Added |
| Meeder Advisory Services, Inc. | 6,823 | $691.7K | 0.08% | +443+6.9% | Added |
| Park Place Capital Corp | 6,831 | $692.6K | 0.19% | +71+1.1% | Added |
| Mill Capital Management, LLC | 6,856 | $695.1K | 0.07% | +1,711+33.3% | Added |
| BMS Financial Advisors, LLC | 6,884 | $697.9K | 0.48% | −419−5.7% | Reduced |
| Spreng Capital Management, Inc. | 6,898 | $699.3K | 0.60% | +6,898 | New |
| 1st Source Bank | 6,899 | $699.4K | 0.05% | −800−10.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $702.1K | 0.50% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 6,927 | $702.3K | 0.36% | −150−2.1% | Reduced |
| Sandy Spring Bank | 6,931 | $702.6K | 0.04% | −74−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 6,937 | $703.3K | 0.05% | −165−2.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,943 | $703.9K | 0.10% | −67−1.0% | Reduced |
| Cladis Investment Advisory, LLC | 6,970 | $706.7K | 0.63% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,027 | $712.4K | 0.08% | +3,227+84.9% | Added |
| Navalign, LLC | 7,033 | $713.0K | 0.30% | −70−1.0% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $717.8K | 0.21% | −118−1.6% | Reduced |
| Strategic Financial Services, Inc, | 7,130 | $722.8K | 0.06% | −7,104−49.9% | Reduced |
| NewEdge Wealth, LLC | 7,182 | $728.1K | 0.03% | −2,755−27.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,214 | $731.0K | 0.49% | +275+4.0% | Added |
| Bradley Foster & Sargent Inc | 7,215 | $731.5K | 0.02% | −219−2.9% | Reduced |
| Hilltop Holdings Inc. | 7,216 | $731.5K | 0.10% | +262+3.8% | Added |
| Essex Financial Services, Inc. | 7,253 | $735.3K | 0.08% | +1,183+19.5% | Added |
| Hunter Associates Investment Management LLC | 7,267 | $736.0K | 0.16% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,278 | $737.9K | 0.03% | −575−7.3% | Reduced |
| First National Advisers, LLC | 7,279 | $738.0K | 0.84% | +1,937+36.3% | Added |
| Capital Advisors Wealth Management, LLC | 7,327 | $742.8K | 0.21% | +225+3.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,345 | $744.6K | 0.23% | +56+0.8% | Added |
| Thomas White International Ltd | 7,374 | $747.6K | 0.16% | +74+1.0% | Added |
| Stevens Capital Management LP | 7,374 | $748.0K | 0.19% | +4,797+186.1% | Added |
| Kistler-Tiffany Companies, LLC | 7,412 | $751.4K | 0.14% | +1,640+28.4% | Added |
| Quantitative Investment Management, LLC | 7,426 | $752.0K | 0.16% | −16,762−69.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,425 | $752.7K | 0.19% | −30−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 7,429 | $753.1K | 0.15% | −38−0.5% | Reduced |
| NVWM, LLC | 7,439 | $754.2K | 0.25% | −1,656−18.2% | Reduced |
| Echo Street Capital Management LLC | 7,471 | $757.4K | 0.01% | +7,471 | New |