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 |
|---|---|---|---|---|---|
| PFG Advisors | 5,189 | $526.1K | 0.04% | −38−0.7% | Reduced |
| Spire Wealth Management | 5,187 | $525.8K | 0.02% | +1,095+26.8% | Added |
| Inlet Private Wealth, LLC | 5,162 | $523.3K | 0.14% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,910 | $522.8K | 0.37% | −32,706−86.9% | Reduced |
| Connectus Wealth, LLC | 5,150 | $522.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,137 | $520.8K | 0.02% | +131+2.6% | Added |
| Seven Eight Capital, LP | 5,121 | $519.2K | 0.11% | +5,121 | New |
| Baker Tilly Wealth Management, LLC | 5,106 | $517.6K | 0.06% | −730−12.5% | Reduced |
| Weaver Consulting Group | 5,095 | $516.5K | 0.24% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,075 | $514.5K | 0.22% | +49+1.0% | Added |
| Beacon Investment Advisors LLC | 5,065 | $513.5K | 0.37% | +71+1.4% | Added |
| Schnieders Capital Management LLC | 5,058 | $512.8K | 0.12% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 5,041 | $511.1K | 0.44% | +1,291+34.4% | Added |
| 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 |
| Flputnam Investment Management Co | 4,994 | $506.3K | 0.02% | −120−2.3% | Reduced |
| Garrison Point Advisors, LLC | 4,975 | $504.4K | 0.38% | −100−2.0% | Reduced |
| Private Trust Co NA | 4,943 | $501.1K | 0.07% | +272+5.8% | Added |
| Fisher Asset Management, LLC | 4,920 | $498.9K | 0.00% | −405−7.6% | Reduced |
| ABLE Financial Group, LLC | 4,903 | $497.1K | 0.32% | +4,903 | New |
| EverSource Wealth Advisors, LLC | 4,892 | $496.0K | 0.06% | −297−5.7% | Reduced |
| ARS Investment Partners, LLC | 4,850 | $491.7K | 0.06% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 4,836 | $491.0K | 0.74% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,838 | $490.5K | 0.02% | +353+7.9% | Added |
| Quadrant Capital Group LLC | 4,811 | $487.7K | 0.05% | +440+10.1% | Added |
| MONECO Advisors, LLC | 4,806 | $487.2K | 0.14% | +2,224+86.1% | Added |
| Citizens Financial Group Inc | 4,804 | $487.0K | 0.02% | −1,037−17.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,803 | $486.9K | 0.00% | +4,803 | New |
| LVM Capital Management Ltd | 4,795 | $486.0K | 0.07% | +170+3.7% | Added |
| Nilsine Partners, LLC | 4,789 | $485.5K | 0.08% | +4,789 | New |
| Vaughan David Investments LLC | 4,756 | $482.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,714 | $477.9K | 0.29% | −2,716−36.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $476.0K | 1.21% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,672 | $474.0K | 0.04% | −1,018−17.9% | Reduced |
| Lincoln Capital LLC | 4,667 | $473.1K | 0.13% | −37−0.8% | Reduced |
| OneAscent Wealth Management LLC | 4,667 | $473.0K | 0.18% | −525−10.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,660 | $472.4K | 0.15% | +2,148+85.5% | Added |
| Stockman Wealth Management, Inc. | 4,656 | $472.0K | 0.11% | −705−13.2% | Reduced |
| First Foundation Advisors | 4,651 | $471.6K | 0.02% | −5,742−55.2% | Reduced |
| Verity Asset Management, Inc. | 4,651 | $471.5K | 0.28% | +36+0.8% | Added |
| Coastline Trust Co | 4,650 | $471.4K | 0.07% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,644 | $470.8K | 0.34% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,616 | $467.9K | 0.06% | −198−4.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,874 | $464.5K | 0.12% | 00.0% | Unchanged |
| Pitcairn Co | 4,562 | $462.5K | 0.04% | +242+5.6% | Added |
| Financial Advisory Service, Inc. | 4,555 | $461.7K | 0.05% | +10.0% | Added |
| Private Portfolio Partners LLC | 4,549 | $461.1K | 0.12% | +10+0.2% | Added |
| Pinnacle Financial Partners Inc | 4,538 | $460.1K | 0.01% | +116+2.6% | Added |
| San Luis Wealth Advisors LLC | 4,507 | $457.0K | 0.18% | +4,507 | New |
| Concord Asset Management, LLC | 4,502 | $456.5K | 0.19% | +4,502 | New |
| Tributary Capital Management, LLC | 4,500 | $456.2K | 0.04% | +1,000+28.6% | Added |
| Vanguard Capital Wealth Advisors | 4,471 | $453.2K | 0.45% | +331+8.0% | Added |
| AIA Group Ltd | 4,465 | $452.7K | 0.02% | −601−11.9% | Reduced |
| Roberts Glore & Co Inc | 4,452 | $451.3K | 0.15% | +75+1.7% | Added |
| Means Investment Co., Inc. | 4,428 | $448.9K | 0.08% | +14+0.3% | Added |
| Acropolis Investment Management, LLC | 4,427 | $448.8K | 0.04% | −77−1.7% | Reduced |
| Trust Co of Oklahoma | 4,424 | $448.5K | 0.18% | +408+10.2% | Added |
| Woodmont Investment Counsel LLC | 4,421 | $448.2K | 0.05% | +9+0.2% | Added |
| Estabrook Capital Management | 4,404 | $446.5K | 0.08% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,400 | $446.0K | 0.19% | −20−0.5% | Reduced |
| Conning Inc. | 4,398 | $445.9K | 0.01% | −30−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,375 | $443.6K | 0.01% | −1,382−24.0% | Reduced |
| Austin Private Wealth, LLC | 4,366 | $442.6K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,425 | $442.5K | 0.11% | −574−11.5% | Reduced |
| Johnson & White Wealth Management, LLC | 4,357 | $442.0K | 0.39% | +25+0.6% | Added |
| Orleans Capital Management Corp | 4,355 | $441.5K | 0.33% | −225−4.9% | Reduced |
| Evergreen Capital Management LLC | 4,346 | $440.6K | 0.02% | +12+0.3% | Added |
| Riverwater Partners LLC | 4,334 | $439.4K | 0.40% | −250−5.5% | Reduced |
| 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 |
| Sherbrooke Park Advisers LLC | 4,300 | $435.9K | 0.66% | +4,300 | New |
| Naviter Wealth, LLC | 4,296 | $435.5K | 0.15% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,296 | $435.5K | 0.42% | +4,296 | New |
| Blackston Financial Advisory Group, LLC | 4,279 | $434.0K | 0.32% | −8−0.2% | Reduced |
| KLR Investment Advisors, LLC | 4,280 | $433.9K | 0.38% | −892−17.2% | Reduced |
| Princeton Global Asset Management LLC | 4,275 | $433.4K | 0.12% | +4,130+2,848.3% | Added |
| WP Advisors, LLC | 4,266 | $432.5K | 0.18% | −211−4.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,252 | $431.0K | 0.10% | −1,000−19.0% | Reduced |
| Dividend Assets Capital, LLC | 4,133 | $430.0K | 0.09% | 00.0% | Unchanged |
| First Western Trust Bank | 4,237 | $429.5K | 0.02% | −16−0.4% | Reduced |
| Weik Capital Management | 4,220 | $428.0K | 0.20% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4,214 | $427.2K | 0.23% | +41+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,165 | $422.2K | 0.04% | +921+28.4% | Added |
| Whittier Trust Co | 4,161 | $421.8K | 0.01% | −2,093−33.5% | Reduced |
| Field & Main Bank | 4,149 | $420.6K | 0.25% | +72+1.8% | Added |
| Insight Folios Inc | 4,147 | $420.4K | 0.19% | −99−2.3% | Reduced |
| Nwam LLC | 4,121 | $417.8K | 0.04% | −458−10.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,088 | $414.5K | 0.05% | +20.0% | Added |
| SignalPoint Asset Management, LLC | 4,076 | $413.0K | 0.13% | −119−2.8% | Reduced |
| Acrisure Capital Management, LLC | 4,038 | $409.4K | 0.41% | +4,038 | New |
| Laurion Capital Management LP | 4,037 | $409.3K | 0.02% | +4,037 | New |
| Sheaff Brock Investment Advisors, LLC | 4,020 | $407.5K | 0.04% | +336+9.1% | Added |
| Strategy Asset Managers LLC | 4,020 | $407.5K | 0.10% | −377−8.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,015 | $407.1K | 0.05% | −89−2.2% | Reduced |
| 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 |
| Wilkins Investment Counsel Inc | 3,989 | $404.0K | 0.11% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,978 | $403.3K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,971 | $403.0K | 0.00% | +73+1.9% | Added |
| Mosaic Family Wealth Partners, LLC | 3,971 | $402.6K | 0.08% | +2+0.1% | Added |