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
- 1,573
- +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
- 553 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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 119,083 | $12.1M | 0.49% | −1,752−1.4% | Reduced |
| Wallington Asset Management, LLC | 118,805 | $12.0M | 2.41% | +570+0.5% | Added |
| Guggenheim Capital LLC | 118,528 | $12.0M | 0.10% | −6,068−4.9% | Reduced |
| South Dakota Investment Council | 113,471 | $11.5M | 0.24% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 113,131 | $11.5M | 0.08% | −48,124−29.8% | Reduced |
| Bridgecreek Investment Management, LLC | 111,040 | $11.3M | 2.32% | −1,950−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 109,973 | $11.1M | 0.52% | +13,918+14.5% | Added |
| Voloridge Investment Management, LLC | 109,699 | $11.1M | 0.06% | −89,579−45.0% | Reduced |
| Illinois Municipal Retirement Fund | 109,699 | $11.1M | 0.24% | +5,733+5.5% | Added |
| Public Sector Pension Investment Board | 109,267 | $11.1M | 0.08% | −1,191−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 108,163 | $11.0M | 0.44% | +16,465+18.0% | Added |
| Lawson Kroeker Investment Management Inc | 107,298 | $10.9M | 2.44% | −1,086−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 106,480 | $10.8M | 0.11% | +106,480 | New |
| Advisors Asset Management, Inc. | 106,452 | $10.8M | 0.22% | −750−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 105,393 | $10.7M | 0.13% | +209+0.2% | Added |
| Annex Advisory Services, LLC | 104,208 | $10.6M | 0.57% | +7,531+7.8% | Added |
| Skba Capital Management LLC | 104,085 | $10.6M | 1.97% | 00.0% | Unchanged |
| Macquarie Group Ltd | 102,338 | $10.4M | 0.01% | −775−0.8% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 100,555 | $10.2M | 0.44% | −13,295−11.7% | Reduced |
| Richard C. Young & CO., LTD. | 100,387 | $10.2M | 1.40% | −120−0.1% | Reduced |
| CCM Investment Advisers LLC | 100,232 | $10.2M | 1.44% | −7,400−6.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,673 | $10.1M | 0.05% | −1,961−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 97,533 | $9.89M | 0.12% | +97,533 | New |
| Texas Permanent School Fund | 97,153 | $9.85M | 0.10% | +30,001+44.7% | Added |
| Steward Partners Investment Advisory, LLC | 96,324 | $9.77M | 0.16% | −4,030−4.0% | Reduced |
| Raymond James Trust N.A. | 95,486 | $9.68M | 0.31% | +1,535+1.6% | Added |
| Bollard Group LLC | 93,930 | $9.52M | 0.34% | +836+0.9% | Added |
| Navellier & Associates Inc | 92,780 | $9.41M | 1.98% | −1,228−1.3% | Reduced |
| Schroder Investment Management Group | 91,673 | $9.29M | 0.01% | +19,856+27.6% | Added |
| Gyroscope Capital Management Group, LLC | 90,248 | $9.15M | 2.33% | +2,811+3.2% | Added |
| Payden & Rygel | 90,000 | $9.12M | 0.54% | −89,900−50.0% | Reduced |
| Heritage Investors Management Corp | 89,655 | $9.09M | 0.39% | −1,106−1.2% | Reduced |
| Mattern Capital Management, LLC | 87,864 | $8.91M | 1.57% | +5,250+6.4% | Added |
| Trexquant Investment LP | 87,342 | $8.85M | 0.24% | +22,553+34.8% | Added |
| Premier Fund Managers Ltd | 88,400 | $8.84M | 0.35% | −11,900−11.9% | Reduced |
| RPG Investment Advisory, LLC | 86,544 | $8.77M | 1.55% | +25,540+41.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $8.69M | 0.13% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 85,000 | $8.62M | 0.81% | +5,000+6.3% | Added |
| CIBC Asset Management Inc | 84,752 | $8.59M | 0.03% | +183+0.2% | Added |
| IFM Investors Pty Ltd | 84,595 | $8.58M | 0.13% | +2,420+2.9% | Added |
| Mercer Global Advisors Inc | 83,987 | $8.52M | 0.04% | −6,540−7.2% | Reduced |
| Bell Bank | 83,869 | $8.50M | 0.90% | +81,328+3,200.6% | Added |
| Utah Retirement Systems | 82,967 | $8.41M | 0.12% | −1,000−1.2% | Reduced |
| FourThought Financial Partners, LLC | 82,863 | $8.40M | 1.15% | +2,412+3.0% | Added |
| Adell Harriman & Carpenter Inc | 81,252 | $8.24M | 0.88% | +4,221+5.5% | Added |
| National Bank of Canada | 80,862 | $8.23M | 0.02% | +40,486+100.3% | Added |
| DT Investment Partners, LLC | 82,998 | $8.17M | 0.99% | +10,038+13.8% | Added |
| Opus Investment Management Inc | 79,689 | $8.08M | 2.92% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 79,280 | $8.04M | 0.10% | −8,755−9.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,999 | $8.01M | 0.07% | −892−1.1% | Reduced |
| Calamos Advisors LLC | 78,461 | $7.95M | 0.04% | −9,808−11.1% | Reduced |
| Crossmark Global Holdings, Inc. | 78,133 | $7.92M | 0.19% | +9,345+13.6% | Added |
| Xponance, Inc. | 76,107 | $7.72M | 0.11% | +608+0.8% | Added |
| Marco Investment Management LLC | 76,058 | $7.71M | 0.87% | +202+0.3% | Added |
| GWM Advisors LLC | 75,397 | $7.61M | 0.10% | +4,609+6.5% | Added |
| New York Life Investment Management LLC | 74,950 | $7.60M | 0.08% | −1,171−1.5% | Reduced |
| Visionary Wealth Advisors | 74,183 | $7.52M | 0.64% | −1,457−1.9% | Reduced |
| Janus Henderson Group PLC | 73,922 | $7.49M | 0.00% | +13,425+22.2% | Added |
| Venture Visionary Partners LLC | 73,118 | $7.41M | 0.47% | +10,736+17.2% | Added |
| Fort Point Capital Partners LLC | 71,609 | $7.26M | 1.19% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 71,236 | $7.22M | 0.32% | −2,824−3.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 70,863 | $7.18M | 0.81% | +1,033+1.5% | Added |
| Osborne Partners Capital Management, LLC | 68,303 | $6.92M | 0.51% | −1,167−1.7% | Reduced |
| Foundation Resource Management Inc | 68,028 | $6.90M | 1.14% | −36−0.1% | Reduced |
| D.A. Davidson & Co. | 67,544 | $6.84M | 0.08% | +578+0.9% | Added |
| Man Group plc | – | $6.80M | 0.02% | – | – |
| Mutual of America Capital Management LLC | 66,701 | $6.76M | 0.08% | −828−1.2% | Reduced |
| Bayesian Capital Management, LP | 66,033 | $6.69M | 0.83% | +39,473+148.6% | Added |
| Avantax Advisory Services, Inc. | 65,703 | $6.66M | 0.08% | +15,025+29.6% | Added |
| Royal Fund Management, LLC | 65,497 | $6.64M | 1.00% | +1,468+2.3% | Added |
| Optiver Holding B.V. | 64,472 | $6.54M | 0.30% | +64,472 | New |
| Gulf International Bank (UK) Ltd | 64,394 | $6.53M | 0.14% | −13,726−17.6% | Reduced |
| Cypress Capital Group | 63,778 | $6.47M | 0.99% | +7,245+12.8% | Added |
| Credit Agricole S A | 63,153 | $6.40M | 0.27% | +62,630+11,975.1% | Added |
| Wintrust Investments LLC | 61,637 | $6.25M | 0.80% | −832−1.3% | Reduced |
| Alley Investment Management Company, LLC | 61,530 | $6.24M | 1.04% | +2,010+3.4% | Added |
| Montgomery Investment Management Inc | 61,242 | $6.21M | 2.19% | −100.0% | Reduced |
| Cetera Advisor Networks LLC | 61,207 | $6.21M | 0.05% | +3,830+6.7% | Added |
| Congress Wealth Management LLC | 61,157 | $6.20M | 0.15% | −189−0.3% | Reduced |
| First American Trust, FSB | 60,995 | $6.18M | 0.92% | −640−1.0% | Reduced |
| Simmons Bank | 60,872 | $6.17M | 0.53% | +7,680+14.4% | Added |
| Mount Lucas Management LP | 60,587 | $6.14M | 2.09% | +3,107+5.4% | Added |
| Kestra Advisory Services, LLC | 60,452 | $6.13M | 0.07% | −24,299−28.7% | Reduced |
| Atlantic Union Bankshares Corp | 60,043 | $6.09M | 0.63% | −3,974−6.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,755 | $5.96M | 0.02% | −1,090−1.8% | Reduced |
| Oppenheimer & Co Inc | 56,757 | $5.75M | 0.12% | +17,414+44.3% | Added |
| FIL Ltd | 56,612 | $5.74M | 0.01% | −537−0.9% | Reduced |
| Buckingham Capital Management, Inc. | 56,544 | $5.73M | 0.92% | −3,615−6.0% | Reduced |
| Wesbanco Bank Inc | 56,387 | $5.72M | 0.25% | −2,536−4.3% | Reduced |
| Brown Advisory Inc | 56,183 | $5.70M | 0.01% | +3,450+6.5% | Added |
| Pearl River Capital, LLC | 55,939 | $5.67M | 0.90% | +6,929+14.1% | Added |
| Cohen & Steers, Inc. | 55,914 | $5.67M | 0.01% | −92,644−62.4% | Reduced |
| United Capital Financial Advisers, LLC | 55,710 | $5.65M | 0.03% | −13,747−19.8% | Reduced |
| Commerce Bank | 55,520 | $5.63M | 0.04% | +897+1.6% | Added |
| Czech National Bank | 54,886 | $5.56M | 0.14% | −436−0.8% | Reduced |
| Advisory Services Network, LLC | 54,809 | $5.56M | 0.15% | −842−1.5% | Reduced |
| Nissay Asset Management Corp | 54,599 | $5.54M | 0.05% | −2,671−4.7% | Reduced |
| Nkcfo LLC | 54,500 | $5.53M | 2.66% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 53,589 | $5.43M | 3.11% | −80−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 53,359 | $5.41M | 0.10% | −995−1.8% | Reduced |