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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.

Institutional holdersQ1 2023: 1,573 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ1 2023: $33.4B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2022.

Institutions holding PSX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Centiva Capital, LP0$00.00%−6,319−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−5,846−100.0%Sold out
Unigestion Holding SA0$00.00%−5,094−100.0%Sold out
Money Concepts Capital Corp0$00.00%−4,318−100.0%Sold out
U S Global Investors Inc0$00.00%−4,000−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−3,970−100.0%Sold out
Next Capital Management LLC0$00.00%−3,904−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−3,845−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−3,100−100.0%Sold out
Community Bank of Raymore0$00.00%−3,032−100.0%Sold out
Carl Stuart Investment Advisor, Inc0$00.00%−2,863−100.0%Sold out
Staley Capital Advisers Inc0$00.00%−2,740−100.0%Sold out
Fluent Financial, LLC0$00.00%−2,613−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,542−100.0%Sold out
Greenwood Gearhart Inc0$00.00%−2,470−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−2,442−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−2,337−100.0%Sold out
Cooper Financial Group0$00.00%−2,302−100.0%Sold out
Aigen Investment Management, LP0$00.00%−2,252−100.0%Sold out
Hamilton Capital, LLC0$00.00%−2,144−100.0%Sold out
Broderick Brian C0$00.00%−2,045−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−2,042−100.0%Sold out
Private Capital Management LLC0$00.00%−2,027−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−2,024−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−2,008−100.0%Sold out
Bath Savings Trust Co0$00.00%−1,995−100.0%Sold out
Carson Advisory Inc.0$00.00%−1,984−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−1,981−100.0%Sold out
Trillium Asset Management, LLC0$00.00%−1,961−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−1,956−100.0%Sold out
Eads & Heald Wealth Management0$00.00%−1,931−100.0%Sold out
VeraBank, N.A.0$00.00%−1,927−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−1,558−100.0%Sold out
1832 Asset Management L.P.0$00.00%−1,492−100.0%Sold out
DuPont Capital Management Corp0$00.00%−1,291−100.0%Sold out
WJ Interests, LLC0$00.00%−1,161−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−1,063−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−899−100.0%Sold out
RWM Asset Management, LLC0$00.00%−621−100.0%Sold out
Syverson Strege & Co0$00.00%−604−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−468−100.0%Sold out
WFA of San Diego, LLC0$00.00%−459−100.0%Sold out
Sierra Capital LLC0$00.00%−411−100.0%Sold out
Affiance Financial, LLC0$00.00%−400−100.0%Sold out
Romano Brothers and Company0$00.00%−312−100.0%Sold out
Caption Management, LLC0$00.00%−300−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−300−100.0%Sold out
Madden Securities Corp0$00.00%−285−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−251−100.0%Sold out
Win Advisors, Inc0$00.00%−222−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−222−100.0%Sold out
Corrado Advisors, LLC0$00.00%−220−100.0%Sold out
Leelyn Smith, LLC0$00.00%−220−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−213−100.0%Sold out
Tacita Capital Inc0$00.00%−170−100.0%Sold out
Granite FO LLC0$00.00%−125−100.0%Sold out
Goodwin Investment Advisory0$00.00%−128−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−117−100.0%Sold out
My Personal CFO, LLC0$00.00%−108−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−100−100.0%Sold out
United Community Bank0$00.00%−96−100.0%Sold out
Advanced Asset Management Advisors Inc0$00.00%−93−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−74−100.0%Sold out
Castleview Partners, LLC0$00.00%−70−100.0%Sold out
Laffer Tengler Investments0$00.00%−65−100.0%Sold out
Marshall & Sullivan Inc0$00.00%−50−100.0%Sold out
New Hampshire Trust0$00.00%−49−100.0%Sold out
Norway Savings Bank0$00.00%−40−100.0%Sold out
Aua Capital Management, LLC0$00.00%−26−100.0%Sold out
Robbins Farley LLC0$00.00%−20−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−18−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−18−100.0%Sold out
Assetmark, Inc0$00.00%−15−100.0%Sold out
Artemis Wealth Advisors, LLC0$00.00%−6−100.0%Sold out
VitalStone Financial, LLC0$00.00%−10−100.0%Sold out
Abeille Asset Management SA––––Not filed
Rothschild & Co Asset Management US Inc.––––Not filed
Comerica Bank––––Not filed
ARGI Investment Services, LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Moser Wealth Advisors, LLC––––Not filed
Pinnacle Wealth Management, LLC––––Not filed
Allstate Investment Management Co––––Not filed
CFO4Life, L.P.––––Not filed
Seeyond––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Bennicas & Associates, Inc.––––Not filed
Regent Investment Management LLC––––Not filed
Probity Advisors, Inc.––––Not filed
Gofen & Glossberg LLC––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Gamble Jones Investment Counsel––––Not filed
Personal Capital Advisors Corp––––Not filed
Neo Ivy Capital Management––––Not filed
Heritage Wealth Management, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed