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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 53,183 | $5.39M | 0.11% | −368−0.7% | Reduced |
| Point72 Asset Management, L.P. | 52,223 | $5.29M | 0.02% | +52,223 | New |
| Wealthfront Advisers LLC | 52,039 | $5.28M | 0.02% | −2,940−5.3% | Reduced |
| CIBC Private Wealth Group, LLC | 59,848 | $5.22M | 0.02% | +582+1.0% | Added |
| First National Bank of Omaha | 50,910 | $5.16M | 0.31% | +13,089+34.6% | Added |
| Atria Investments LLC | 50,522 | $5.12M | 0.10% | −276−0.5% | Reduced |
| Park Avenue Securities LLC | 50,353 | $5.11M | 0.09% | +1,771+3.6% | Added |
| RBF Capital, LLC | 50,000 | $5.07M | 0.37% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 49,760 | $5.04M | 0.07% | +38,749+351.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 49,608 | $5.03M | 1.11% | −2,680−5.1% | Reduced |
| Federated Hermes, Inc. | 49,291 | $5.00M | 0.01% | −39,514−44.5% | Reduced |
| Intact Investment Management Inc. | 49,000 | $4.97M | 0.20% | 00.0% | Unchanged |
| AE Wealth Management LLC | 48,955 | $4.96M | 0.03% | +3,529+7.8% | Added |
| Geneos Wealth Management Inc. | 48,823 | $4.95M | 0.30% | −8,931−15.5% | Reduced |
| Country Club Bank | 49,407 | $4.94M | 0.41% | −5,329−9.7% | Reduced |
| Salem Investment Counselors Inc | 48,573 | $4.92M | 0.20% | −1,701−3.4% | Reduced |
| Kesler, Norman & Wride, LLC | 48,488 | $4.92M | 1.24% | +8,767+22.1% | Added |
| Bridgeway Capital Management, LLC | 48,393 | $4.91M | 0.13% | +7,400+18.1% | Added |
| Advisors Capital Management, LLC | 48,344 | $4.90M | 0.13% | +44,484+1,152.4% | Added |
| USS Investment Management Ltd | 47,900 | $4.85M | 0.07% | 00.0% | Unchanged |
| Meyer Handelman Co | 47,772 | $4.84M | 0.20% | −100−0.2% | Reduced |
| Berger Financial Group, Inc | 47,747 | $4.84M | 0.58% | −9,179−16.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 46,893 | $4.75M | 0.07% | +19,614+71.9% | Added |
| Rothschild Investment Corp | 46,603 | $4.72M | 0.41% | −42−0.1% | Reduced |
| Westpac Banking Corp | 46,046 | $4.67M | 0.06% | +1,548+3.5% | Added |
| Beacon Financial Group | 44,452 | $4.67M | 0.65% | −365−0.8% | Reduced |
| Disciplined Investments, LLC | 45,879 | $4.65M | 1.96% | +43,420+1,765.8% | Added |
| Duality Advisers, LP | 45,370 | $4.60M | 0.52% | +45,370 | New |
| Leavell Investment Management, Inc. | 45,359 | $4.60M | 0.33% | +6,509+16.8% | Added |
| Stolper Co | 44,844 | $4.55M | 1.95% | +111+0.2% | Added |
| Rodgers Brothers Inc. | 44,668 | $4.53M | 0.87% | −150−0.3% | Reduced |
| Mirador Capital Partners LP | 44,427 | $4.50M | 1.07% | −2,119−4.6% | Reduced |
| NewSquare Capital LLC | 44,404 | $4.50M | 0.53% | +3,927+9.7% | Added |
| Telos Capital Management, Inc. | 44,375 | $4.50M | 0.63% | −2,006−4.3% | Reduced |
| Stratos Wealth Advisors, LLC | 44,128 | $4.47M | 0.34% | −1,336−2.9% | Reduced |
| Ancora Advisors, LLC | 44,083 | $4.47M | 0.13% | −513−1.2% | Reduced |
| Level Four Advisory Services, LLC | 43,798 | $4.44M | 0.29% | +1,873+4.5% | Added |
| Scotia Capital Inc. | 43,352 | $4.40M | 0.03% | −431−1.0% | Reduced |
| Prudential PLC | 43,339 | $4.39M | 0.05% | +99+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,072 | $4.37M | 0.51% | +43,072 | New |
| Umb Bank N A | 42,488 | $4.31M | 0.07% | −462−1.1% | Reduced |
| Colonial Trust Advisors | 42,269 | $4.29M | 0.50% | +439+1.0% | Added |
| King Luther Capital Management Corp | 42,151 | $4.27M | 0.02% | +2,161+5.4% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $4.27M | 1.69% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 42,097 | $4.27M | 0.04% | −517−1.2% | Reduced |
| Private Advisor Group, LLC | 41,742 | $4.23M | 0.04% | +977+2.4% | Added |
| Texas Yale Capital Corp. | 41,613 | $4.22M | 0.21% | −30−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 41,356 | $4.19M | 0.79% | −1,000−2.4% | Reduced |
| Huntington National Bank | 41,332 | $4.19M | 0.04% | −2,952−6.7% | Reduced |
| Mackenzie Financial Corp | 41,072 | $4.16M | 0.01% | +1,875+4.8% | Added |
| Meeder Asset Management Inc | 40,788 | $4.14M | 0.33% | −1,582−3.7% | Reduced |
| HM Payson & Co | 40,404 | $4.10M | 0.10% | −400−1.0% | Reduced |
| Cetera Investment Advisers | 40,352 | $4.09M | 0.04% | +1,014+2.6% | Added |
| Bank of Nova Scotia | 40,323 | $4.09M | 0.01% | −37,704−48.3% | Reduced |
| Marathon Capital Management | 40,280 | $4.08M | 1.00% | −39,846−49.7% | Reduced |
| Coldstream Capital Management Inc | 40,075 | $4.06M | 0.14% | +1,024+2.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,061 | $4.06M | 0.07% | +2,952+8.0% | Added |
| Cyndeo Wealth Partners, LLC | 39,835 | $4.04M | 0.44% | +9,386+30.8% | Added |
| Hartford Investment Management Co | 39,260 | $3.98M | 0.14% | −5,477−12.2% | Reduced |
| Chatham Capital Group, Inc. | 39,215 | $3.98M | 0.89% | −200−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 39,111 | $3.97M | 0.16% | +127+0.3% | Added |
| Securian Asset Management, Inc | 38,564 | $3.91M | 0.10% | −290−0.7% | Reduced |
| PGGM Investments | 38,380 | $3.89M | 0.07% | +8,615+28.9% | Added |
| Swiss Life Asset Management Ltd | 38,294 | $3.88M | 0.06% | +25,753+205.4% | Added |
| Sompo Asset Management Co., Ltd. | 38,240 | $3.88M | 0.82% | −6,885−15.3% | Reduced |
| Elo Mutual Pension Insurance Co | 37,738 | $3.83M | 0.12% | +503+1.4% | Added |
| Shorepoint Capital Partners LLC | 37,695 | $3.82M | 1.09% | −873−2.3% | Reduced |
| Altrius Capital Management Inc | 37,497 | $3.80M | 1.16% | +78+0.2% | Added |
| First American Bank | 37,304 | $3.78M | 0.35% | −946−2.5% | Reduced |
| Alta Capital Management LLC | 37,291 | $3.78M | 0.28% | +1,411+3.9% | Added |
| Alpha Omega Wealth Management LLC | 37,184 | $3.77M | 0.65% | −344−0.9% | Reduced |
| Maryland State Retirement & Pension System | 37,049 | $3.76M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 36,845 | $3.73M | 0.14% | −976−2.6% | Reduced |
| Daiwa Securities Group Inc. | 36,637 | $3.71M | 0.03% | −580−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 36,532 | $3.70M | 0.15% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 36,201 | $3.67M | 1.45% | +2,178+6.4% | Added |
| Martin Capital Partners, LLC | 36,194 | $3.67M | 1.53% | +378+1.1% | Added |
| Atria Wealth Solutions, Inc. | 35,951 | $3.64M | 0.05% | −14,445−28.7% | Reduced |
| Dakota Wealth Management | 35,641 | $3.61M | 0.24% | −91−0.3% | Reduced |
| Wolverine Trading, LLC | 36,084 | $3.61M | 0.11% | +9,399+35.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,456 | $3.59M | 0.01% | +1,107+3.2% | Added |
| Nations Financial Group Inc, | 34,906 | $3.54M | 0.37% | +2,632+8.2% | Added |
| Pinnacle Associates Ltd | 34,834 | $3.53M | 0.07% | −453−1.3% | Reduced |
| Gateway Investment Advisers LLC | 34,822 | $3.53M | 0.04% | −132−0.4% | Reduced |
| Strategic Global Advisors, LLC | 34,774 | $3.53M | 0.57% | −2,967−7.9% | Reduced |
| Arkadios Wealth Advisors | 34,657 | $3.51M | 0.42% | +2,137+6.6% | Added |
| Kingsview Wealth Management, LLC | 34,548 | $3.50M | 0.15% | −76−0.2% | Reduced |
| Viking Fund Management LLC | 34,000 | $3.45M | 0.66% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 33,954 | $3.44M | 0.02% | +20,176+146.4% | Added |
| National Asset Management, Inc. | 33,751 | $3.42M | 0.09% | −671−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 33,588 | $3.41M | 0.05% | +632+1.9% | Added |
| WBI Investments | 33,454 | $3.39M | 0.68% | +8,609+34.7% | Added |
| Citizens National Bank Trust Department | 33,339 | $3.38M | 0.94% | −100−0.3% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $3.37M | 0.22% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 33,196 | $3.37M | 0.12% | −46,832−58.5% | Reduced |
| McDonald Partners LLC | 33,141 | $3.36M | 1.09% | −585−1.7% | Reduced |
| Colonial Trust Co | 32,971 | $3.34M | 0.85% | −350−1.1% | Reduced |
| Fifth Third Bancorp | 32,621 | $3.31M | 0.02% | −4,217−11.4% | Reduced |
| Profund Advisors LLC | 32,609 | $3.31M | 0.20% | +2,743+9.2% | Added |
| L & S Advisors Inc | 32,536 | $3.30M | 0.46% | +32,536 | New |