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 |
|---|---|---|---|---|---|
| Renasant Bank | 2,443 | $247.7K | 0.19% | −281−10.3% | Reduced |
| B&D White Capital Company, LLC | 2,432 | $246.6K | 0.08% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,427 | $246.0K | 0.39% | +2,427 | New |
| Leisure Capital Management | 2,410 | $244.3K | 0.14% | −132−5.2% | Reduced |
| Aries Wealth Management | 2,403 | $243.6K | 0.10% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $243.3K | 0.07% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,396 | $242.9K | 0.03% | +16+0.7% | Added |
| Everhart Financial Group, Inc. | 2,396 | $242.9K | 0.11% | +438+22.4% | Added |
| Measured Wealth Private Client Group, LLC | 2,395 | $242.8K | 0.09% | −35−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,395 | $242.8K | 0.03% | +83+3.6% | Added |
| Burke & Herbert Bank & Trust Co | 2,394 | $242.7K | 0.18% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,390 | $242.3K | 0.10% | −142−5.6% | Reduced |
| Willis Johnson & Associates, Inc. | 2,390 | $242.3K | 0.03% | +450+23.2% | Added |
| TCWP LLC | 2,389 | $242.2K | 0.05% | −20−0.8% | Reduced |
| Sutton Wealth Advisors Inc. | 2,389 | $242.2K | 0.13% | −1,839−43.5% | Reduced |
| Ethos Financial Group, LLC | 2,385 | $241.8K | 0.08% | +206+9.5% | Added |
| Perennial Investment Advisors, LLC | 2,382 | $241.6K | 0.05% | +165+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,367 | $240.0K | 0.01% | −62−2.6% | Reduced |
| Canal Capital Management, LLC | 2,367 | $240.0K | 0.05% | +59+2.6% | Added |
| Marietta Investment Partners LLC | 2,360 | $239.3K | 0.07% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,360 | $239.3K | 0.16% | 00.0% | Unchanged |
| Wade G W & Inc | 2,357 | $239.0K | 0.01% | −37−1.5% | Reduced |
| Close Asset Management Ltd | 2,356 | $239.0K | 0.01% | +2,356 | New |
| Azimuth Capital Investment Management LLC | 2,349 | $238.1K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 2,238 | $237.8K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,340 | $237.2K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,332 | $236.4K | 0.11% | −2−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $236.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $235.7K | 0.01% | +200+9.4% | Added |
| CWS Financial Advisors, LLC | 2,322 | $235.4K | 0.09% | −244−9.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,322 | $235.0K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,312 | $234.4K | 0.00% | +246+11.9% | Added |
| Covenant Asset Management, LLC | 2,310 | $234.2K | 0.08% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,304 | $233.6K | 0.06% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,302 | $233.4K | 0.08% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,294 | $232.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,290 | $232.0K | 0.19% | +11+0.5% | Added |
| Cadent Capital Advisors, LLC | 2,288 | $231.9K | 0.14% | +92+4.2% | Added |
| Focus Financial Network, Inc. | 2,277 | $230.8K | 0.01% | +3+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,270 | $230.2K | 0.12% | +9+0.4% | Added |
| Hexagon Capital Partners LLC | 2,267 | $229.9K | 0.06% | +80+3.7% | Added |
| Donaldson Capital Management, LLC | 2,254 | $228.5K | 0.01% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,243 | $227.4K | 0.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,240 | $227.1K | 0.03% | −522−18.9% | Reduced |
| KLCM Advisors, Inc. | 2,237 | $226.8K | 0.04% | −400−15.2% | Reduced |
| Gilman Hill Asset Management, LLC | 2,237 | $226.8K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,219 | $225.0K | 0.02% | −725−24.6% | Reduced |
| Cross Staff Investments Inc | 2,209 | $223.9K | 0.22% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,205 | $223.5K | 0.02% | +8+0.4% | Added |
| Shufro Rose & Co LLC | 2,199 | $222.9K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,199 | $222.9K | 0.03% | +2,199 | New |
| Tarbox Family Office, Inc. | 2,191 | $222.1K | 0.04% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,185 | $222.0K | 0.16% | −244−10.0% | Reduced |
| Covestor Ltd | 2,188 | $222.0K | 0.19% | +548+33.4% | Added |
| NorthRock Partners, LLC | 2,186 | $221.6K | 0.02% | −471−17.7% | Reduced |
| Anchor Investment Management, LLC | 2,178 | $220.8K | 0.03% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 2,178 | $220.8K | 0.17% | −398−15.5% | Reduced |
| APCM Wealth Management for Individuals | 2,175 | $220.5K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,172 | $220.2K | 0.03% | +126+6.2% | Added |
| First City Capital Management, Inc. | 2,221 | $219.9K | 0.13% | 00.0% | Unchanged |
| Perpetual Ltd | 2,164 | $219.4K | 0.00% | +2,164 | New |
| Beach Investment Counsel Inc | 2,160 | $219.0K | 0.03% | −300−12.2% | Reduced |
| ICA Group Wealth Management, LLC | 2,156 | $218.5K | 0.05% | +3+0.1% | Added |
| Thomasville National Bank | 2,154 | $218.4K | 0.02% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,088 | $218.2K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,152 | $218.2K | 0.00% | −440−17.0% | Reduced |
| Spears Abacus Advisors LLC | 2,148 | $217.8K | 0.02% | +186+9.5% | Added |
| Pinnacle Bancorp, Inc. | 2,144 | $217.4K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,143 | $217.3K | 0.07% | −80−3.6% | Reduced |
| Baldwin Brothers Inc | 2,143 | $217.3K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,130 | $215.9K | 0.07% | +7+0.3% | Added |
| Pinnacle Family Advisors, LLC | 2,128 | $215.7K | 0.13% | −169−7.4% | Reduced |
| Graypoint LLC | 2,122 | $215.1K | 0.02% | +2,122 | New |
| Meredith Wealth Planning | 2,121 | $215.0K | 0.17% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,297 | $214.6K | 0.07% | +23+1.0% | Added |
| Canvas Wealth Advisors, LLC | 2,192 | $214.2K | 0.09% | −536−19.6% | Reduced |
| Brookfield Asset Management Inc. | 2,106 | $213.5K | 0.00% | +2,106 | New |
| Delta Financial Group, Inc. | 2,101 | $213.0K | 0.08% | +38+1.8% | Added |
| Ignite Planners, LLC | 2,029 | $213.0K | 0.09% | −4−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,096 | $212.5K | 0.04% | +106+5.3% | Added |
| Chiron Capital Management, LLC | 2,089 | $211.8K | 0.15% | 00.0% | Unchanged |
| Washington Trust Bank | 2,081 | $211.0K | 0.02% | −120−5.5% | Reduced |
| Aspiriant, LLC | 2,077 | $210.6K | 0.01% | +60+3.0% | Added |
| SlateStone Wealth, LLC | 2,070 | $210.0K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,066 | $209.5K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,059 | $208.7K | 0.01% | +2,059 | New |
| Websterrogers Financial Advisors, LLC | 2,053 | $208.1K | 0.10% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,041 | $206.9K | 0.02% | −189−8.5% | Reduced |
| Sentry LLC | 2,039 | $206.7K | 0.05% | +2,039 | New |
| Defender Capital, LLC. | 2,036 | $206.4K | 0.07% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 2,035 | $206.3K | 0.00% | −125−5.8% | Reduced |
| Wrapmanager Inc | 2,035 | $206.3K | 0.06% | +22+1.1% | Added |
| Cabot Wealth Management Inc | 2,035 | $206.0K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,034 | $206.0K | 0.03% | +2,034 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,030 | $205.8K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,027 | $205.5K | 0.08% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,026 | $205.4K | 0.14% | −217−9.7% | Reduced |
| American Trust Investment Advisors, LLC | 2,015 | $204.3K | 0.12% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,012 | $204.0K | 0.03% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,008 | $203.6K | 0.02% | −92−4.4% | Reduced |