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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 674 | $68.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 652 | $66.1K | 0.05% | +652 | New |
| Lee Financial Co | 628 | $63.7K | 0.01% | +327+108.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 624 | $63.3K | 0.05% | +6+1.0% | Added |
| Itau Unibanco Holding S.A. | 608 | $61.6K | 0.00% | −1,155−65.5% | Reduced |
| Legend Financial Advisors, Inc. | 601 | $60.9K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 600 | $60.8K | 0.01% | −272−31.2% | Reduced |
| Duncker Streett & Co Inc | 600 | $60.8K | 0.01% | −13−2.1% | Reduced |
| Riverview Trust Co | 590 | $59.8K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 587 | $59.5K | 0.02% | −62−9.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 584 | $59.2K | 0.02% | +312+114.7% | Added |
| SRS Capital Advisors, Inc. | 575 | $58.3K | 0.01% | +34+6.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $58.2K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 574 | $58.2K | 0.01% | +574 | New |
| Foster Dykema Cabot & Co Inc | 573 | $58.0K | 0.01% | +573 | New |
| Prestige Wealth Management Group LLC | 556 | $56.4K | 0.01% | −8−1.4% | Reduced |
| Coastal Capital Group, Inc. | 555 | $56.3K | 0.01% | +7+1.3% | Added |
| Old North State Trust, LLC | 552 | $56.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 535 | $54.2K | 0.00% | −20−3.6% | Reduced |
| Endurance Wealth Management, Inc. | 530 | $54.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $53.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 518 | $52.6K | 0.00% | −26−4.8% | Reduced |
| McClarren Financial Advisors, Inc. | 509 | $51.0K | 0.05% | −510−50.0% | Reduced |
| DecisionPoint Financial, LLC | 500 | $50.7K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 479 | $48.6K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 470 | $48.0K | 0.02% | −100−17.5% | Reduced |
| Tower View Investment Management & Research LLC | 464 | $47.0K | 0.03% | +5+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 462 | $46.8K | 0.01% | +462 | New |
| Key Financial Inc | 449 | $45.5K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $44.1K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 426 | $43.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 416 | $42.2K | 0.05% | −250−37.5% | Reduced |
| Resources Management Corp | 3,350 | $42.0K | 0.01% | −6,975−67.6% | Reduced |
| Worth Asset Management, LLC | 413 | $41.9K | 0.03% | +1+0.2% | Added |
| PrairieView Partners, LLC | 396 | $40.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 394 | $39.9K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 394 | $39.9K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 393 | $39.0K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 378 | $38.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 368 | $38.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 376 | $38.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 371 | $37.6K | 0.01% | +55+17.4% | Added |
| Cassady Schiller Wealth Management, LLC | 363 | $36.8K | 0.02% | −52−12.5% | Reduced |
| Norwood Financial Corp | 355 | $36.0K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 354 | $35.9K | 0.02% | +2+0.6% | Added |
| Bellwether Advisors, LLC | 329 | $33.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 319 | $32.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 315 | $31.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 311 | $31.5K | 0.01% | −122−28.2% | Reduced |
| New England Capital Financial Advisors LLC | 310 | $31.4K | 0.02% | +2+0.6% | Added |
| Pacifica Partners Inc. | 304 | $31.1K | 0.02% | −10−3.2% | Reduced |
| Hoese & Co LLP | 302 | $31.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 303 | $30.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 302 | $30.6K | 0.01% | +252+504.0% | Added |
| Core Alternative Capital | 298 | $30.2K | 0.00% | −218−42.2% | Reduced |
| Rocky Mountain Advisers, LLC | 299 | $30.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $27.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 257 | $26.1K | 0.02% | −577−69.2% | Reduced |
| SJS Investment Consulting Inc. | 256 | $26.0K | 0.01% | +7+2.8% | Added |
| Atlantic Trust, LLC | 250 | $25.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 255 | $25.0K | 0.00% | +6+2.4% | Added |
| TSFG, LLC | 225 | $23.0K | 0.01% | −101−31.0% | Reduced |
| TFC Financial Management | 224 | $22.7K | 0.01% | +8+3.7% | Added |
| PFG Private Wealth Management, LLC | 222 | $22.5K | 0.01% | +75+51.0% | Added |
| Tortoise Investment Management, LLC | 220 | $22.3K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 219 | $22.2K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $22.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 225 | $22.0K | 0.01% | +25+12.5% | Added |
| Hoey Investments, Inc | 212 | $21.5K | 0.01% | +12+6.0% | Added |
| Earnest Partners LLC | 211 | $21.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 210 | $21.3K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 204 | $20.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 203 | $20.6K | 0.00% | +7+3.6% | Added |
| Antonetti Capital Management LLC | 200 | $20.3K | 0.03% | +200 | New |
| 25 LLC | 215 | $20.2K | 0.01% | +215 | New |
| FSC Wealth Advisors, LLC | 199 | $20.2K | 0.03% | +199 | New |
| Silvant Capital Management LLC | 186 | $18.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 184 | $18.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 179 | $18.2K | 0.00% | −465−72.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 179 | $18.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 175 | $17.7K | 0.00% | −25−12.5% | Reduced |
| Arrow Financial Corp | 175 | $17.7K | 0.00% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 168 | $17.0K | 0.00% | −2−1.2% | Reduced |
| SOA Wealth Advisors, LLC. | 162 | $16.4K | 0.00% | +1+0.6% | Added |
| Legacy Bridge, LLC | 161 | $16.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 160 | $16.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 159 | $16.1K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 157 | $15.9K | 0.01% | −200−56.0% | Reduced |
| Kelly Financial Services LLC | 155 | $15.7K | 0.01% | +86+124.6% | Added |
| New Millennium Group LLC | 151 | $15.3K | 0.02% | +1+0.7% | Added |
| IAG Wealth Partners, LLC | 150 | $15.2K | 0.00% | +150 | New |
| Horizon Bancorp Inc | 144 | $15.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 141 | $14.3K | 0.01% | +34+31.8% | Added |
| Stephens Consulting, LLC | 133 | $13.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $13.0K | 0.00% | +125 | New |
| Truvestments Capital LLC | 118 | $12.0K | 0.01% | −28−19.2% | Reduced |
| Quarry LP | 117 | $11.9K | 0.01% | +16+15.8% | Added |