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 |
|---|---|---|---|---|---|
| First Community Trust NA | 111 | $11.3K | 0.01% | −97−46.6% | Reduced |
| Roble, Belko & Company, Inc | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 108 | $10.9K | 0.00% | +6+5.9% | Added |
| American State Bank (Iowa) | 105 | $10.6K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $10.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $10.4K | 0.00% | +26+33.8% | Added |
| Level Financial Advisors, Inc. | 101 | $10.2K | 0.01% | −15−12.9% | Reduced |
| Crewe Advisors LLC | 100 | $10.1K | 0.00% | −20−16.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 99 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 99 | $10.0K | 0.00% | +99 | New |
| Strengthening Families & Communities, LLC | 94 | $10.0K | 0.01% | +94 | New |
| Operose Advisors LLC | 96 | $9.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 96 | $9.73K | 0.00% | +20+26.3% | Added |
| J.Safra Asset Management Corp | 92 | $9.33K | 0.00% | +92 | New |
| Webster Bank, N. A. | 73 | $7.40K | 0.00% | +19+35.2% | Added |
| Tilia Fiduciary Partners, Inc. | 71 | $7.24K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 70 | $7.13K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 69 | $7.00K | 0.00% | −123−64.1% | Reduced |
| WealthPlan Investment Management, LLC | 66 | $6.71K | 0.00% | +66 | New |
| Albion Financial Group | 66 | $6.69K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 66 | $6.69K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 65 | $6.61K | 0.00% | +65 | New |
| Financial Freedom, LLC | 65 | $6.60K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 65 | $6.59K | 0.00% | +55+550.0% | Added |
| Financial Perspectives, Inc | 63 | $6.39K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 61 | $6.14K | 0.00% | +61 | New |
| Abound Wealth Management | 58 | $5.90K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 66 | $5.69K | 0.01% | −707−91.5% | Reduced |
| Clean Yield Group | 55 | $5.58K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $5.07K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 50 | $5.07K | 0.00% | +50 | New |
| Miller Wealth Advisors, LLC | 49 | $5.00K | 0.07% | −1,057−95.6% | Reduced |
| Maryland Capital Advisors Inc. | 46 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $4.26K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.85K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 37 | $3.75K | 0.00% | +10+37.0% | Added |
| IMA Wealth, Inc. | 33 | $3.35K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 32 | $3.24K | 0.00% | +32 | New |
| Sofos Investments, Inc. | 101 | $3.08K | 0.14% | −3−2.9% | Reduced |
| Highline Wealth Partners LLC | 30 | $3.04K | 0.00% | −36−54.5% | Reduced |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 28 | $2.84K | 0.01% | +28 | New |
| Grey Fox Wealth Advisors, LLC | 28 | $2.84K | 0.00% | +28 | New |
| Independence Bank of Kentucky | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 25 | $2.54K | 0.00% | +25 | New |
| Iron Horse Wealth Management, LLC | 20 | $2.03K | 0.00% | +19+1,900.0% | Added |
| Penserra Capital Management LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $1.93K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 19 | $1.93K | 0.00% | +19 | New |
| Delta Asset Management LLC | 17 | $1.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $1.32K | 0.00% | +13 | New |
| Fortis Capital Advisors, LLC | 11 | $1.11K | 0.00% | −1,189−99.1% | Reduced |
| Column Capital Advisors, LLC | 10 | $1.01K | 0.00% | −13−56.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 8 | $811 | 0.00% | −13−61.9% | Reduced |
| Center for Financial Planning, Inc. | 7 | $710 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $710 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $710 | 0.00% | +6+600.0% | Added |
| Hollencrest Capital Management | 5 | $507 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2 | $203 | 0.00% | +2 | New |
| Atwood & Palmer Inc | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $101 | 0.00% | −50−98.0% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 19,972 | $0 | 0.00% | +19,972 | New |
| Cerity Partners LLC | 39,524 | – | – | −16,115−29.0% | Reduced |
| Quilter Plc | 2,928 | – | – | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −595,814−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −591,721−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −216,018−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −196,132−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −185,242−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −79,107−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −70,700−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −65,074−100.0% | Sold out |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −62,567−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,413−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −36,444−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −25,575−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −21,972−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −21,201−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −16,978−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −15,579−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −14,471−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,433−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,409−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,875−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,495−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,670−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |