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 |
|---|---|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 7,476 | $759.2K | 0.23% | +7,476 | New |
| Forum Financial Management, LP | 7,510 | $761.4K | 0.02% | +15+0.2% | Added |
| Full Sail Capital, LLC | 7,583 | $768.8K | 0.07% | +20+0.3% | Added |
| WealthTrust Axiom LLC | 7,630 | $773.6K | 0.26% | +5+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,635 | $774.1K | 0.43% | +949+14.2% | Added |
| Doheny Asset Management | 7,689 | $780.0K | 0.70% | +1,942+33.8% | Added |
| Clark Capital Management Group, Inc. | 7,707 | $781.3K | 0.01% | −231−2.9% | Reduced |
| DRW Securities, LLC | 7,717 | $782.0K | 0.11% | +7,717 | New |
| Bridge Creek Capital Management LLC | 7,751 | $785.8K | 0.30% | −50−0.6% | Reduced |
| Bull Street Advisors, LLC | 7,751 | $786.0K | 0.41% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,661 | $786.0K | 0.01% | −24−0.3% | Reduced |
| Wimmer Associates 1, LLC | 8,356 | $787.3K | 0.50% | +77+0.9% | Added |
| Glenview Trust Co | 7,767 | $787.4K | 0.02% | +591+8.2% | Added |
| Peoples Bank | 7,810 | $791.8K | 0.51% | −215−2.7% | Reduced |
| Westmount Partners, LLC | 7,812 | $792.0K | 0.37% | +20.0% | Added |
| Thoroughbred Financial Services, LLC | 7,840 | $794.0K | 0.12% | −216−2.7% | Reduced |
| Colony Group LLC | 7,844 | $795.0K | 0.01% | −3,723−32.2% | Reduced |
| Intrua Financial, LLC | 8,570 | $798.9K | 0.17% | −211−2.4% | Reduced |
| Wealth Alliance | 7,881 | $799.0K | 0.13% | +47+0.6% | Added |
| True North Advisors, LLC | 7,897 | $800.6K | 0.24% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,960 | $807.0K | 0.07% | +5,899+286.2% | Added |
| Searle & Co. | 8,159 | $807.7K | 0.26% | −524−6.0% | Reduced |
| Northwest & Ethical Investments L.P. | 7,979 | $808.9K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,000 | $811.0K | 0.05% | +1,826+29.6% | Added |
| Paradigm Asset Management Co LLC | 8,000 | $811.0K | 0.22% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 8,003 | $811.4K | 0.30% | −7,549−48.5% | Reduced |
| USA Financial Portformulas Corp | 8,114 | $822.6K | 1.33% | +8,114 | New |
| Horizon Investments, LLC | 8,145 | $825.7K | 0.02% | +280+3.6% | Added |
| Wealth Advisory Solutions, LLC | 8,199 | $831.2K | 0.22% | −22,832−73.6% | Reduced |
| Fiduciary Group LLC | 8,228 | $834.1K | 0.11% | −19−0.2% | Reduced |
| Arvest Trust Co N A | 8,247 | $836.1K | 0.05% | −1,391−14.4% | Reduced |
| Caldwell Trust Co | 8,277 | $839.1K | 0.12% | +477+6.1% | Added |
| Virtus ETF Advisers LLC | 8,298 | $841.3K | 0.46% | +609+7.9% | Added |
| Boston Trust Walden Corp | 8,318 | $843.3K | 0.01% | −2,400−22.4% | Reduced |
| Baker Ellis Asset Management LLC | 8,334 | $844.9K | 0.15% | −45−0.5% | Reduced |
| Bank Ozk | 8,362 | $847.7K | 0.42% | −93−1.1% | Reduced |
| IFP Advisors, Inc | 7,128 | $848.2K | 0.04% | −7,418−51.0% | Reduced |
| Qsemble Capital Management, LP | 8,400 | $851.6K | 0.57% | −6,100−42.1% | Reduced |
| Quantamental Technologies LLC | 8,412 | $852.8K | 0.46% | −6,498−43.6% | Reduced |
| Cowa, LLC | 8,450 | $856.7K | 0.70% | +93+1.1% | Added |
| Verdence Capital Advisors LLC | 8,503 | $862.0K | 0.10% | −176−2.0% | Reduced |
| CoreCommodity Management, LLC | 8,510 | $862.7K | 0.25% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,522 | $864.0K | 0.08% | +250+3.0% | Added |
| First National Bank & Trust Co of Newtown | 8,526 | $864.3K | 0.19% | −262−3.0% | Reduced |
| Petrus Trust Company, LTA | 8,561 | $867.9K | 0.11% | +8,561 | New |
| Epoch Investment Partners, Inc. | 8,576 | $869.4K | 0.01% | −55−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,634 | $875.3K | 0.15% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 8,650 | $876.9K | 0.81% | −1,900−18.0% | Reduced |
| Columbia Trust Co 01012016 | 8,707 | $882.7K | 0.51% | −929−9.6% | Reduced |
| Bank of Hawaii | 8,708 | $882.8K | 0.05% | +20+0.2% | Added |
| HighTower Trust Services, LTA | 8,732 | $883.9K | 0.09% | +16+0.2% | Added |
| Oak Hill Wealth Advisors, LLC | 8,728 | $886.5K | 0.35% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 8,746 | $886.7K | 1.49% | +5,257+150.7% | Added |
| Nikko Asset Management Americas, Inc. | 8,467 | $887.3K | 0.01% | −3,421−28.8% | Reduced |
| Pacific Global Investment Management CO | 8,835 | $895.7K | 0.20% | −31−0.3% | Reduced |
| Sowell Financial Services LLC | 8,892 | $901.0K | 0.07% | −2,749−23.6% | Reduced |
| Karpas Strategies, LLC | 8,903 | $902.6K | 0.32% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 8,934 | $906.0K | 0.03% | +8,934 | New |
| Guyasuta Investment Advisors Inc | 8,938 | $906.1K | 0.07% | −564−5.9% | Reduced |
| Allworth Financial LP | 8,992 | $911.6K | 0.01% | +3,832+74.3% | Added |
| Gradient Investments LLC | 9,078 | $920.3K | 0.03% | −642−6.6% | Reduced |
| Rowland & Co Investment Counsel | 9,096 | $922.2K | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,102 | $922.7K | 0.04% | +406+4.7% | Added |
| V Wealth Advisors LLC | 9,113 | $923.9K | 0.17% | +451+5.2% | Added |
| Savant Capital, LLC | 9,116 | $924.1K | 0.02% | +2,491+37.6% | Added |
| Trustmark National Bank Trust Department | 9,177 | $930.4K | 0.08% | −9,614−51.2% | Reduced |
| Banque Cantonale Vaudoise | 9,202 | $933.0K | 0.05% | −1,000−9.8% | Reduced |
| Delta Financial Advisors LLC | 9,210 | $933.7K | 0.45% | +20.0% | Added |
| Parcion Private Wealth LLC | 9,235 | $936.2K | 0.10% | +17+0.2% | Added |
| CFO4Life Group, LLC | 9,242 | $937.0K | 0.21% | −200−2.1% | Reduced |
| Connecticut Wealth Management, LLC | 9,256 | $938.4K | 0.07% | +145+1.6% | Added |
| Signaturefd, LLC | 9,297 | $942.5K | 0.03% | +2,271+32.3% | Added |
| Greenleaf Trust | 9,299 | $942.7K | 0.01% | +225+2.5% | Added |
| Patten Group, Inc. | 9,332 | $946.1K | 0.28% | −12−0.1% | Reduced |
| Jacobi Capital Management LLC | 9,351 | $948.0K | 0.11% | −92−1.0% | Reduced |
| Winton Group Ltd | 9,359 | $948.8K | 0.06% | −917−8.9% | Reduced |
| Mairs & Power Inc | 9,394 | $952.4K | 0.01% | +466+5.2% | Added |
| Diversified Trust Co | 9,412 | $954.2K | 0.04% | −1,337−12.4% | Reduced |
| Investors Research Corp | 9,417 | $954.7K | 0.25% | −200−2.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,429 | $955.9K | 0.08% | −3,500−27.1% | Reduced |
| Twin Capital Management Inc | 9,435 | $956.5K | 0.13% | +9,435 | New |
| Edge Capital Group, LLC | 9,443 | $957.3K | 0.06% | +82+0.9% | Added |
| Covenant Partners, LLC | 9,467 | $959.8K | 0.37% | +9,467 | New |
| Bleakley Financial Group, LLC | 9,587 | $971.9K | 0.03% | −591−5.8% | Reduced |
| Sawtooth Solutions, LLC | 9,592 | $972.4K | 0.03% | +6,640+224.9% | Added |
| Moody National Bank Trust Division | 9,611 | $974.4K | 0.08% | +68+0.7% | Added |
| Cannell Peter B & Co Inc | 9,705 | $983.9K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 9,719 | $985.3K | 0.05% | +179+1.9% | Added |
| Basepoint Wealth LLC | 9,775 | $991.0K | 0.83% | −433−4.2% | Reduced |
| Ostrum Asset Management | 9,778 | $991.3K | 0.09% | +9,778 | New |
| TD Waterhouse Canada Inc. | 9,454 | $993.1K | 0.01% | −1,451−13.3% | Reduced |
| Apollon Wealth Management, LLC | 9,808 | $994.3K | 0.06% | +55+0.6% | Added |
| Verition Fund Management LLC | 9,836 | $997.2K | 0.02% | −639−6.1% | Reduced |
| Pathstone Family Office, LLC | 9,739 | $998.7K | 0.02% | −3,721−27.6% | Reduced |
| Stillwater Investment Management, LLC | 9,903 | $1.00M | 0.27% | −69−0.7% | Reduced |
| Atlas Private Wealth Management | 9,903 | $1.00M | 0.60% | +721+7.9% | Added |
| Moneta Group Investment Advisors LLC | 9,939 | $1.01M | 0.02% | −228−2.2% | Reduced |
| Lido Advisors, LLC | 10,011 | $1.01M | 0.01% | +136+1.4% | Added |
| SeaCrest Wealth Management, LLC | 10,209 | $1.03M | 0.14% | +717+7.6% | Added |
| Towle & Co | 10,210 | $1.04M | 0.15% | −1,270−11.1% | Reduced |