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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 3,964 | $401.8K | 0.06% | −10.0% | Reduced |
| Siemens Fonds Invest GmbH | 3,960 | $401.5K | 0.04% | −167−4.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,954 | $400.9K | 0.01% | +3,954 | New |
| KCM Investment Advisors LLC | 3,947 | $400.1K | 0.02% | +97+2.5% | Added |
| John G Ullman & Associates Inc | 3,950 | $400.0K | 0.06% | −78−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,944 | $399.8K | 0.04% | −742−15.8% | Reduced |
| Segment Wealth Management, LLC | 3,893 | $394.6K | 0.04% | −485−11.1% | Reduced |
| Wedmont Private Capital | 3,746 | $393.2K | 0.05% | +1,066+39.8% | Added |
| Ci Investments Inc. | 3,878 | $393.0K | 0.00% | +156+4.2% | Added |
| Washington Trust Co | 3,864 | $391.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,854 | $390.7K | 0.11% | +3,101+411.8% | Added |
| Powers Advisory Group, LLC | 3,836 | $388.9K | 0.27% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,832 | $388.5K | 0.08% | +3,832 | New |
| Montchanin Asset Management, LLC | 3,830 | $388.0K | 0.49% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,818 | $387.1K | 0.12% | −42−1.1% | Reduced |
| Clifford Group, LLC | 3,816 | $386.9K | 0.47% | +376+10.9% | Added |
| Goodman Financial Corp | 3,813 | $386.6K | 0.11% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,806 | $386.0K | 0.41% | +39+1.0% | Added |
| Callahan Advisors, LLC | 3,800 | $385.2K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,792 | $384.4K | 0.01% | −98−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,783 | $383.5K | 0.05% | −169−4.3% | Reduced |
| EP Wealth Advisors, LLC | 15,000 | $382.6K | 0.01% | +10,130+208.0% | Added |
| Montecito Bank & Trust | 3,770 | $382.2K | 0.09% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,747 | $379.9K | 0.03% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 3,746 | $379.8K | 0.20% | +275+7.9% | Added |
| Welch Group, LLC | 3,740 | $379.1K | 0.02% | +15+0.4% | Added |
| Arete Wealth Advisors, LLC | 3,725 | $378.0K | 0.03% | −765−17.0% | Reduced |
| Freestone Capital Holdings, LLC | 3,727 | $377.8K | 0.02% | +37+1.0% | Added |
| Farther Finance Advisors, LLC | 3,713 | $376.5K | 0.11% | +1,865+100.9% | Added |
| Axxcess Wealth Management, LLC | 3,707 | $375.8K | 0.03% | −129−3.4% | Reduced |
| Wedgewood Investors Inc | 3,699 | $375.0K | 0.49% | −200−5.1% | Reduced |
| Saxon Interests, Inc. | 3,698 | $374.9K | 0.21% | +1,344+57.1% | Added |
| Chicago Trust Co NA | 3,697 | $374.8K | 0.09% | −637−14.7% | Reduced |
| AlphaCentric Advisors LLC | 3,693 | $374.4K | 0.26% | −150−3.9% | Reduced |
| Hanson & Doremus Investment Management | 3,675 | $373.0K | 0.08% | −605−14.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,660 | $371.1K | 0.07% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,649 | $370.0K | 0.03% | +371+11.3% | Added |
| Roman Butler Fullerton & Co | 3,715 | $368.9K | 0.18% | +218+6.2% | Added |
| Infrastructure Capital Advisors, LLC | 3,633 | $368.3K | 0.07% | −3,535−49.3% | Reduced |
| Spinnaker Investment Group, LLC | 3,630 | $368.0K | 0.13% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,628 | $368.0K | 0.09% | 00.0% | Unchanged |
| HNP Capital LLC | 3,628 | $367.8K | 0.10% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,602 | $365.2K | 0.19% | −50−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,582 | $363.1K | 0.00% | +33+0.9% | Added |
| Harbor Advisors LLC | 3,541 | $359.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,538 | $358.7K | 0.10% | −3−0.1% | Reduced |
| Corbyn Investment Management Inc | 3,516 | $356.5K | 0.14% | −198−5.3% | Reduced |
| Athena Investment Management | 3,509 | $355.7K | 0.26% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,509 | $355.7K | 0.03% | +113+3.3% | Added |
| Ballew Advisors, Inc | 3,789 | $353.9K | 0.26% | +219+6.1% | Added |
| Gryphon Financial Partners LLC | 3,470 | $351.8K | 0.08% | +22+0.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,450 | $349.8K | 0.01% | −223−6.1% | Reduced |
| Fulcrum Equity Management | 3,449 | $349.7K | 0.33% | +581+20.3% | Added |
| CoreFirst Bank & Trust | 3,443 | $349.1K | 0.25% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $348.6K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,437 | $348.5K | 0.02% | −182−5.0% | Reduced |
| Abacus Planning Group, Inc. | 3,432 | $347.9K | 0.09% | +1,002+41.2% | Added |
| MTM Investment Management, LLC | 3,430 | $347.7K | 0.18% | 00.0% | Unchanged |
| Davidson Trust Co | 3,426 | $347.3K | 0.27% | +875+34.3% | Added |
| Tolleson Wealth Management, Inc. | 3,425 | $347.0K | 0.09% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,413 | $346.0K | 0.01% | +400+13.3% | Added |
| Keating Investment Counselors Inc | 3,380 | $342.7K | 0.13% | −455−11.9% | Reduced |
| Ruggaard & Associates LLC | 3,376 | $342.3K | 0.21% | +3,376 | New |
| Change Path, LLC | 3,373 | $342.0K | 0.02% | +146+4.5% | Added |
| Campbell & CO Investment Adviser LLC | 3,363 | $340.9K | 0.06% | −994−22.8% | Reduced |
| Intrinsic Value Partners, LLC | 3,359 | $340.5K | 0.46% | −1,125−25.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,356 | $340.2K | 0.04% | −484−12.6% | Reduced |
| Cadinha & Co LLC | 3,350 | $339.6K | 0.09% | +285+9.3% | Added |
| Allen Investment Management LLC | 3,342 | $338.8K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,340 | $338.6K | 0.21% | −1,350−28.8% | Reduced |
| Excalibur Management Corp | 3,337 | $338.3K | 0.18% | +15+0.5% | Added |
| GHP Investment Advisors, Inc. | 3,331 | $337.7K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 3,308 | $335.4K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,299 | $334.5K | 0.07% | +199+6.4% | Added |
| Wealthspire Advisors, LLC | 3,294 | $333.9K | 0.01% | +530+19.2% | Added |
| Capital Analysts, LLC | 3,285 | $333.0K | 0.02% | −42−1.3% | Reduced |
| MSH Capital Advisors LLC | 3,276 | $332.1K | 0.14% | +126+4.0% | Added |
| Tanager Wealth Management LLP | 3,271 | $331.6K | 0.08% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 3,262 | $330.7K | 0.07% | +4+0.1% | Added |
| Callan Capital, LLC | 3,257 | $330.2K | 0.04% | −655−16.7% | Reduced |
| Townsend Asset Management Corp | 3,250 | $329.4K | 0.17% | −124−3.7% | Reduced |
| Green Square Capital Advisors LLC | 3,232 | $327.7K | 0.04% | +346+12.0% | Added |
| SFMG, LLC | 3,227 | $327.2K | 0.04% | +198+6.5% | Added |
| Transform Wealth, LLC | 3,226 | $327.1K | 0.03% | +134+4.3% | Added |
| CX Institutional | 3,186 | $327.0K | 0.02% | +504+18.8% | Added |
| Tennessee Valley Asset Management Partners | 3,221 | $326.6K | 0.11% | −135−4.0% | Reduced |
| Shell Asset Management Co | 3,220 | $326.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,190 | $323.4K | 0.00% | −4,210−56.9% | Reduced |
| First National Bank Sioux Falls | 3,184 | $322.8K | 0.22% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,181 | $322.5K | 0.07% | −10−0.3% | Reduced |
| Northcape Wealth Management, LLC | 3,176 | $322.0K | 0.12% | +3,176 | New |
| Nebula Research & Development LLC | 3,169 | $321.3K | 0.57% | +3,169 | New |
| Drive Wealth Management, LLC | 3,161 | $320.4K | 0.13% | +147+4.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,157 | $320.1K | 0.03% | +3,157 | New |
| Sentry Investment Management LLC | 3,155 | $320.0K | 0.13% | −206−6.1% | Reduced |
| E&G Advisors, LP | 3,152 | $319.6K | 0.12% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,131 | $317.4K | 0.05% | +89+2.9% | Added |
| Beaton Management Co. Inc. | 3,131 | $317.0K | 0.21% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,119 | $316.2K | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,116 | $315.9K | 0.02% | +49+1.6% | Added |