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 |
|---|---|---|---|---|---|
| Murphy Pohlad Asset Management LLC | 2,005 | $203.3K | 0.08% | −600−23.0% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $202.8K | 0.02% | +2,000 | New |
| Alan B. Lancz & Associates, Inc. | 1,996 | $202.4K | 0.21% | 00.0% | Unchanged |
| True Capital Management | 1,993 | $202.1K | 0.14% | +1,993 | New |
| Liberty Wealth Management LLC | 1,993 | $202.0K | 0.04% | +1,993 | New |
| Compass Financial Advisors LLC | 1,988 | $201.6K | 0.26% | −249−11.1% | Reduced |
| Eudaimonia Partners, LLC | 1,985 | $201.2K | 0.05% | −96−4.6% | Reduced |
| Front Row Advisors LLC | 1,979 | $201.0K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,972 | $200.0K | 0.01% | −1,126−36.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,941 | $196.8K | 0.10% | +329+20.4% | Added |
| Loomis Sayles & Co L P | 1,905 | $193.0K | 0.00% | +1,505+376.3% | Added |
| Wellington Shields Capital Management, LLC | 1,892 | $191.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,984 | $190.3K | 0.01% | +218+12.3% | Added |
| Wellington Shields & Co., LLC | 1,832 | $185.7K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,801 | $183.0K | 0.02% | +88+5.1% | Added |
| Central Bank & Trust Co | 1,786 | $181.1K | 0.03% | +10+0.6% | Added |
| Bank of New Hampshire | 1,757 | $178.1K | 0.05% | −10−0.6% | Reduced |
| Chesapeake Asset Management LLC | 1,736 | $176.0K | 0.16% | +1,736 | New |
| Vestor Capital, LLC | 1,727 | $175.0K | 0.02% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,689 | $171.2K | 0.05% | +84+5.2% | Added |
| Sunbelt Securities, Inc. | 1,703 | $170.3K | 0.03% | −2,196−56.3% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $169.2K | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,639 | $166.2K | 0.00% | −489−23.0% | Reduced |
| Hills Bank & Trust Co | 1,635 | $165.8K | 0.02% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 1,605 | $162.7K | 0.04% | +596+59.1% | Added |
| Westside Investment Management, Inc. | 1,571 | $159.3K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,544 | $156.5K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,531 | $155.2K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,523 | $154.0K | 0.02% | +70+4.8% | Added |
| Carolinas Wealth Consulting LLC | 1,493 | $151.3K | 0.03% | +27+1.8% | Added |
| HHM Wealth Advisors, LLC | 1,479 | $149.9K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 1,416 | $147.0K | 0.04% | +5+0.4% | Added |
| JJJ Advisors Inc. | 1,357 | $144.2K | 0.04% | −194−12.5% | Reduced |
| AdvisorNet Financial, Inc | 1,400 | $141.9K | 0.01% | +113+8.8% | Added |
| Alta Advisers Ltd | 1,400 | $141.9K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,394 | $141.3K | 0.02% | −658−32.1% | Reduced |
| Sittner & Nelson, LLC | 1,393 | $141.3K | 0.08% | +76+5.8% | Added |
| Asset Dedication, LLC | 1,365 | $139.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,360 | $137.9K | 0.02% | +5+0.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $137.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,340 | $135.9K | 0.02% | +5+0.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,312 | $133.0K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $129.0K | 0.01% | −200−13.6% | Reduced |
| Financial Management Professionals, Inc. | 1,270 | $129.0K | 0.02% | +67+5.6% | Added |
| Centennial Bank | 1,194 | $121.0K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,115 | $113.0K | 0.02% | +59+5.6% | Added |
| WealthPLAN Partners, LLC | 1,107 | $112.2K | 0.01% | +1,107 | New |
| Pittenger & Anderson Inc | 1,093 | $110.8K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,091 | $110.6K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,091 | $110.6K | 0.01% | +1,091 | New |
| Register Financial Advisors LLC | 1,067 | $108.2K | 0.09% | +503+89.2% | Added |
| Kapitalo Investimentos Ltda | 1,066 | $108.1K | 0.04% | +1,066 | New |
| Hantz Financial Services, Inc. | 1,051 | $107.0K | 0.00% | −25−2.3% | Reduced |
| Eagle Bay Advisors LLC | 1,044 | $105.8K | 0.06% | −94−8.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,044 | $105.8K | 0.01% | −4,623−81.6% | Reduced |
| Larson Financial Group LLC | 1,038 | $105.3K | 0.01% | +38+3.8% | Added |
| Armstrong Advisory Group, Inc | 1,032 | $104.6K | 0.01% | −62−5.7% | Reduced |
| First Horizon Advisors, Inc. | 1,016 | $103.0K | 0.00% | −355−25.9% | Reduced |
| State of Wyoming | 1,011 | $102.5K | 0.03% | +2+0.2% | Added |
| Global Financial Private Client, LLC | 987 | $101.6K | 0.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $101.4K | 0.06% | −453−31.2% | Reduced |
| BDO Wealth Advisors, LLC | 999 | $101.3K | 0.01% | 00.0% | Unchanged |
| Garda Capital Partners LP | 997 | $101.1K | 0.09% | +997 | New |
| Highlander Capital Management, LLC | 991 | $100.0K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 971 | $98.4K | 0.09% | +971 | New |
| Global Trust Asset Management, LLC | 964 | $97.7K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 922 | $93.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 915 | $93.0K | 0.03% | −62−6.3% | Reduced |
| Motco | 901 | $91.3K | 0.01% | −500−35.7% | Reduced |
| Evermay Wealth Management LLC | 900 | $91.2K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 890 | $90.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 860 | $87.2K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 845 | $85.7K | 0.06% | +845 | New |
| WR Wealth Planners, LLC | 840 | $85.2K | 0.04% | +640+320.0% | Added |
| Optimum Investment Advisors | 838 | $85.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 805 | $81.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 802 | $81.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 788 | $79.9K | 0.02% | +100+14.5% | Added |
| Capital Advisors, Ltd. LLC | 772 | $78.0K | 0.01% | −494−39.0% | Reduced |
| Missouri Trust & Investment Co | 749 | $75.9K | 0.05% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 744 | $75.5K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $75.2K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 740 | $75.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 734 | $74.4K | 0.01% | +40+5.8% | Added |
| MV Capital Management, Inc. | 728 | $73.8K | 0.01% | −59−7.5% | Reduced |
| Piscataqua Savings Bank | 721 | $73.1K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 717 | $73.0K | 0.02% | −974−57.6% | Reduced |
| JFS Wealth Advisors, LLC | 717 | $72.7K | 0.01% | −8−1.1% | Reduced |
| American National Bank | 712 | $72.2K | 0.01% | +672+1,680.0% | Added |
| Schubert & Co | 709 | $71.9K | 0.06% | −7−1.0% | Reduced |
| Gleason Group, Inc. | 708 | $71.8K | 0.02% | +7+1.0% | Added |
| Addison Advisors LLC | 702 | $71.2K | 0.04% | −5−0.7% | Reduced |
| Creative Financial Designs Inc | 702 | $71.1K | 0.01% | +101+16.8% | Added |
| Aquatic Capital Management LLC | 700 | $71.0K | 0.00% | −12,600−94.7% | Reduced |
| Vigilant Capital Management, LLC | 700 | $71.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 695 | $70.5K | 0.01% | +13+1.9% | Added |
| Chiron Investment Management, LLC | 691 | $70.1K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 679 | $68.8K | 0.01% | −928−57.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 677 | $68.6K | 0.00% | +6+0.9% | Added |
| Pin Oak Investment Advisors Inc | 669 | $68.0K | 0.08% | 00.0% | Unchanged |