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
- 1,572
- +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 | 2,109 | $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 |
|---|---|---|---|---|---|
| Joule Financial, LLC | 3,112 | $315.5K | 0.17% | +3,112 | New |
| Boothbay Fund Management, LLC | 3,108 | $315.1K | 0.01% | +3,108 | New |
| First Interstate Bank | 3,107 | $315.0K | 0.02% | −129−4.0% | Reduced |
| Good Life Advisors, LLC | 3,101 | $314.4K | 0.04% | +172+5.9% | Added |
| WBH Advisory Inc | 3,100 | $314.2K | 0.04% | +3,100 | New |
| West Paces Advisors Inc. | 3,088 | $313.1K | 0.10% | −6−0.2% | Reduced |
| Trust Co | 3,082 | $312.5K | 0.05% | +2,104+215.1% | Added |
| Capital Investment Advisors, LLC | 3,078 | $312.0K | 0.01% | −122−3.8% | Reduced |
| Ofi Invest Asset Management | 31,605,722 | $311.8K | 1.61% | +31,605,722 | New |
| Kanawha Capital Management LLC | 3,074 | $311.6K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 3,067 | $310.9K | 0.05% | +605+24.6% | Added |
| Poehling Capital Management, LLC | 3,066 | $310.8K | 0.10% | +3,066 | New |
| Rossmore Private Capital | 3,064 | $310.6K | 0.05% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,062 | $310.4K | 0.09% | −5−0.2% | Reduced |
| Brighton Jones LLC | 3,059 | $310.2K | 0.02% | −310−9.2% | Reduced |
| Empower Advisory Group, LLC | 3,013 | $310.1K | 0.00% | +3,013 | New |
| Jacobs & Co | 3,066 | $310.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,053 | $309.5K | 0.01% | +3,053 | New |
| Chilton Capital Management LLC | 3,051 | $309.3K | 0.02% | −226−6.9% | Reduced |
| Dark Forest Capital Management LP | 3,046 | $308.8K | 0.07% | +3,046 | New |
| Parsec Financial Management, Inc. | 3,024 | $306.6K | 0.01% | +225+8.0% | Added |
| Dover Advisors, LLC | 3,011 | $305.3K | 0.29% | +342+12.8% | Added |
| CSS LLC | 3,000 | $304.1K | 0.02% | −18,712−86.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $304.1K | 0.29% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,997 | $303.8K | 0.28% | +2,997 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $303.2K | 0.26% | −25−0.8% | Reduced |
| First National Bank of South Miami | 2,955 | $299.6K | 0.24% | −6−0.2% | Reduced |
| Proequities, Inc. | 2,941 | $298.2K | 0.02% | −523−15.1% | Reduced |
| Energy Income Partners, LLC | 2,925 | $296.5K | 0.01% | +2,925 | New |
| LCNB Corp | 2,923 | $296.3K | 0.13% | 00.0% | Unchanged |
| MQS Management LLC | 2,919 | $295.9K | 0.19% | +2,919 | New |
| Angeles Wealth Management, LLC | 2,908 | $294.8K | 0.04% | +182+6.7% | Added |
| Plancorp, LLC | 2,897 | $293.7K | 0.02% | +228+8.5% | Added |
| TD Ameritrade Investment Management, LLC | 2,892 | $293.0K | 0.00% | −964−25.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,889 | $292.9K | 0.01% | −499−14.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,880 | $292.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,865 | $290.5K | 0.01% | +524+22.4% | Added |
| Aldebaran Financial Inc. | 2,865 | $290.5K | 0.39% | −1,700−37.2% | Reduced |
| North Star Asset Management Inc | 2,863 | $290.3K | 0.02% | +148+5.5% | Added |
| OneAscent Financial Services LLC | 2,864 | $290.0K | 0.12% | −552−16.2% | Reduced |
| Atlas Capital Advisors LLC | 2,836 | $287.5K | 0.05% | −115−3.9% | Reduced |
| WealthBridge Capital Management, LLC | 2,834 | $287.3K | 0.11% | +750+36.0% | Added |
| PDS Planning, Inc | 2,827 | $286.6K | 0.04% | −936−24.9% | Reduced |
| Ethic Inc. | 2,818 | $285.7K | 0.01% | −1,022−26.6% | Reduced |
| IVC Wealth Advisors LLC | 2,810 | $284.9K | 0.20% | −5−0.2% | Reduced |
| Basso Capital Management, L.P. | 2,787 | $282.5K | 0.27% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,777 | $281.5K | 0.20% | +2,777 | New |
| BancorpSouth Bank | 2,769 | $280.7K | 0.03% | +12+0.4% | Added |
| LBMC Investment Advisors, LLC | 2,756 | $279.4K | 0.03% | +10.0% | Added |
| SBB Research Group LLC | 2,751 | $278.9K | 0.39% | +27+1.0% | Added |
| Ballentine Partners, LLC | 2,747 | $278.5K | 0.01% | −874−24.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,744 | $278.2K | 0.14% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,738 | $277.6K | 0.01% | +20+0.7% | Added |
| Baker Avenue Asset Management, LP | 2,713 | $275.0K | 0.01% | −789−22.5% | Reduced |
| Jones Financial Companies LLLP | 2,713 | $275.0K | 0.00% | +270+11.1% | Added |
| Tiedemann Advisors, LLC | 2,708 | $274.6K | 0.01% | +42+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 2,699 | $274.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,697 | $273.4K | 0.06% | +473+21.3% | Added |
| Douglass Winthrop Advisors, LLC | 2,693 | $273.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,677 | $271.4K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,673 | $271.0K | 0.05% | +449+20.2% | Added |
| Adviser Investments LLC | 2,669 | $270.6K | 0.01% | +2,669 | New |
| Stiles Financial Services Inc | 2,666 | $270.3K | 0.15% | +19+0.7% | Added |
| Oak Thistle LLC | 2,657 | $269.4K | 0.16% | +2,657 | New |
| MAS Advisors LLC | 2,653 | $269.0K | 0.26% | +103+4.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,649 | $268.6K | 0.07% | +10+0.4% | Added |
| HCR Wealth Advisors | 2,644 | $268.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,647 | $268.0K | 0.07% | −2,424−47.8% | Reduced |
| Trust Co of Virginia | 2,638 | $267.4K | 0.03% | +2,638 | New |
| Jmac Enterprises LLC | 2,635 | $267.1K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,633 | $266.9K | 0.03% | −1,291−32.9% | Reduced |
| Jennison Associates LLC | 2,622 | $265.8K | 0.00% | −904−25.6% | Reduced |
| Laidlaw Wealth Management LLC | 2,617 | $265.3K | 0.05% | −1,050−28.6% | Reduced |
| Pflug Koory, LLC | 2,602 | $263.8K | 0.14% | +26+1.0% | Added |
| Dodge & Cox | 2,600 | $263.6K | 0.00% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $263.2K | 0.04% | +196+8.2% | Added |
| Chemung Canal Trust Co | 2,584 | $262.0K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 2,582 | $261.0K | 0.04% | +1,920+290.0% | Added |
| Moller Financial Services | 2,568 | $260.3K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,552 | $258.7K | 0.18% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,545 | $258.0K | 0.05% | −13−0.5% | Reduced |
| X-Square Capital, LLC | 2,544 | $258.0K | 0.15% | +22+0.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $256.7K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,527 | $256.2K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $256.1K | 0.08% | 00.0% | Unchanged |
| Port Capital LLC | 2,526 | $256.0K | 0.02% | −42−1.6% | Reduced |
| Harbour Investments, Inc. | 2,523 | $255.8K | 0.01% | +61+2.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,520 | $255.5K | 0.09% | −190−7.0% | Reduced |
| Stokes Family Office, LLC | 2,513 | $254.8K | 0.03% | +160+6.8% | Added |
| Allegheny Financial Group LTD | 2,512 | $254.7K | 0.10% | +68+2.8% | Added |
| IFG Advisory, LLC | 2,511 | $254.6K | 0.02% | −152−5.7% | Reduced |
| Bray Capital Advisors | 2,500 | $253.5K | 0.07% | +18+0.7% | Added |
| Acima Private Wealth, LLC | 2,500 | $253.4K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,488 | $252.2K | 0.02% | +34+1.4% | Added |
| ING Groep NV | 2,487 | $252.1K | 0.00% | −1,172−32.0% | Reduced |
| Modera Wealth Management, LLC | 2,483 | $251.7K | 0.01% | +51+2.1% | Added |
| M Holdings Securities, Inc. | 2,479 | $251.0K | 0.03% | +59+2.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $250.2K | 0.05% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 2,463 | $249.7K | 0.13% | +20+0.8% | Added |
| Denver Wealth Management, Inc. | 2,451 | $248.5K | 0.17% | +18+0.7% | Added |