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 |
|---|---|---|---|---|---|
| Canal Insurance CO | 32,500 | $3.29M | 0.90% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 32,271 | $3.27M | 0.18% | −130−0.4% | Reduced |
| Heritage Trust Co | 32,247 | $3.27M | 0.51% | −216−0.7% | Reduced |
| Ziegler Capital Management, LLC | 31,951 | $3.27M | 0.13% | −129−0.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $3.26M | 1.04% | +1,929+6.4% | Added |
| Northwestern Mutual Wealth Management Co | 32,059 | $3.25M | 0.00% | −2,474−7.2% | Reduced |
| Exencial Wealth Advisors, LLC | 32,005 | $3.24M | 0.17% | −579−1.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 31,982 | $3.24M | 2.22% | −1,845−5.5% | Reduced |
| Van Eck Associates Corp | 31,900 | $3.23M | 0.01% | −1,636−4.9% | Reduced |
| Norinchukin Bank, The | 31,852 | $3.23M | 0.06% | +604+1.9% | Added |
| Wisconsin Capital Management LLC | 31,195 | $3.16M | 2.16% | +7,215+30.1% | Added |
| Segall Bryant & Hamill, LLC | 30,493 | $3.09M | 0.03% | +98+0.3% | Added |
| Mattern Wealth Management LLC | 30,388 | $3.08M | 1.02% | −67−0.2% | Reduced |
| Louisiana State Employees Retirement System | 30,300 | $3.07M | 0.08% | −200−0.7% | Reduced |
| Johnson Investment Counsel Inc | 30,298 | $3.07M | 0.04% | +2,472+8.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,183 | $3.05M | 0.04% | +5,075+20.2% | Added |
| Candriam Luxembourg S.C.A. | 32,000 | $2.99M | 0.02% | −1,455−4.3% | Reduced |
| SWS Partners | 29,364 | $2.98M | 1.11% | +878+3.1% | Added |
| Gotham Asset Management, LLC | 29,334 | $2.97M | 0.07% | +7,589+34.9% | Added |
| Riverview Capital Advisers, LLC | 29,306 | $2.97M | 1.28% | −228−0.8% | Reduced |
| Brookstone Capital Management | 28,492 | $2.96M | 0.06% | −1,642−5.4% | Reduced |
| Central Trust Co | 29,151 | $2.96M | 0.09% | +19+0.1% | Added |
| Ellerson Group Inc | 29,055 | $2.95M | 3.19% | −1,472−4.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,900 | $2.93M | 0.55% | +881+3.1% | Added |
| Davenport & Co LLC | 28,813 | $2.92M | 0.02% | −1,239−4.1% | Reduced |
| CIBC World Markets Inc. | 28,359 | $2.88M | 0.01% | +372+1.3% | Added |
| Parsons Capital Management Inc | 28,357 | $2.87M | 0.23% | −348−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 28,270 | $2.87M | 0.07% | +140.0% | Added |
| River Wealth Advisors LLC | 28,265 | $2.87M | 0.52% | −456−1.6% | Reduced |
| Brinker Capital Investments, LLC | 226,262 | $2.87M | 0.04% | +200,243+769.6% | Added |
| Orion Portfolio Solutions, LLC | 226,262 | $2.87M | 0.04% | +220,899+4,118.9% | Added |
| Blue Rock Advisors, LLC | 27,906 | $2.83M | 6.34% | +27,906 | New |
| TD Private Client Wealth LLC | 27,823 | $2.82M | 0.13% | +1,590+6.1% | Added |
| Toroso Investments, LLC | 27,740 | $2.81M | 0.09% | +5,020+22.1% | Added |
| Meitav Dash Investments Ltd | 26,380 | $2.80M | 0.05% | +26,380 | New |
| Vestcor Inc | 27,406 | $2.78M | 0.10% | +14,924+119.6% | Added |
| Daymark Wealth Partners, LLC | 27,367 | $2.77M | 0.37% | +8,250+43.2% | Added |
| CFM Wealth Partners LLC | 27,364 | $2.77M | 0.77% | +60.0% | Added |
| Picton Mahoney Asset Management | 27,100 | $2.75M | 0.14% | −9,472−25.9% | Reduced |
| LexAurum Advisors, LLC | 27,076 | $2.74M | 0.91% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 25,625 | $2.72M | 1.20% | +1,515+6.3% | Added |
| Clearbridge Investments, LLC | 26,832 | $2.72M | 0.00% | +2,000+8.1% | Added |
| TownSquare Capital, LLC | 26,821 | $2.72M | 0.06% | +1,503+5.9% | Added |
| Silvercrest Asset Management Group LLC | 26,808 | $2.72M | 0.02% | −220−0.8% | Reduced |
| FDx Advisors, Inc. | 26,076 | $2.71M | 0.12% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 26,600 | $2.70M | 0.01% | +26,600 | New |
| Ferguson Wellman Capital Management, Inc | 26,584 | $2.70M | 0.07% | −322−1.2% | Reduced |
| Baxter Bros Inc | 26,330 | $2.67M | 0.42% | +120+0.5% | Added |
| Regions Financial Corp | 26,281 | $2.67M | 0.02% | +693+2.7% | Added |
| Principle Wealth Partners LLC | 26,240 | $2.66M | 0.28% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,194 | $2.66M | 0.11% | +2,221+9.3% | Added |
| Stock Yards Bank & Trust Co | 26,068 | $2.64M | 0.10% | −806−3.0% | Reduced |
| Fundamentun, LLC | 26,049 | $2.64M | 0.44% | −571−2.1% | Reduced |
| Regal Investment Advisors LLC | 25,901 | $2.63M | 0.23% | +23,647+1,049.1% | Added |
| GPS Wealth Strategies Group, LLC | 25,850 | $2.62M | 0.54% | +753+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 25,452 | $2.58M | 0.03% | +13,088+105.9% | Added |
| Demars Financial Group, LLC | 25,393 | $2.57M | 1.42% | −721−2.8% | Reduced |
| Vident Investment Advisory, LLC | 25,382 | $2.57M | 0.08% | +3,551+16.3% | Added |
| Garrison Asset Management, LLC | 25,298 | $2.56M | 1.59% | −183−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 25,205 | $2.56M | 0.70% | +162+0.6% | Added |
| JustInvest LLC | 25,186 | $2.55M | 0.09% | +2,165+9.4% | Added |
| Procyon Private Wealth Partners, LLC | 24,705 | $2.50M | 0.42% | +580+2.4% | Added |
| Parallax Volatility Advisers, L.P. | 24,685 | $2.50M | 0.09% | +24,685 | New |
| Zacks Investment Management | 24,635 | $2.50M | 0.03% | −213−0.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,498 | $2.48M | 1.23% | −141−0.6% | Reduced |
| German American Bancorp, Inc. | 24,163 | $2.45M | 0.37% | −1,208−4.8% | Reduced |
| Wedbush Securities Inc | 24,154 | $2.45M | 0.12% | +2,433+11.2% | Added |
| Ashton Thomas Private Wealth, LLC | 24,047 | $2.44M | 0.21% | +4,265+21.6% | Added |
| DCM Advisors, LLC | 24,008 | $2.43M | 1.13% | −58−0.2% | Reduced |
| Cetera Advisors LLC | 23,669 | $2.40M | 0.04% | −2,276−8.8% | Reduced |
| CIBC World Markets Corp | 23,565 | $2.39M | 0.04% | −122,000−83.8% | Reduced |
| MAI Capital Management | 23,388 | $2.37M | 0.04% | −694−2.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 23,386 | $2.37M | 0.72% | −16,587−41.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,366 | $2.37M | 0.09% | +1,689+7.8% | Added |
| Argyle Capital Management Inc. | 23,329 | $2.37M | 0.83% | −1,000−4.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,799 | $2.31M | 0.01% | −19,100−45.6% | Reduced |
| Hancock Whitney Corp | 22,727 | $2.30M | 0.09% | −204−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,686 | $2.30M | 0.10% | −42−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 22,644 | $2.30M | 0.10% | +17,504+340.5% | Added |
| Veritable, L.P. | 22,505 | $2.28M | 0.04% | +349+1.6% | Added |
| Cullen/Frost Bankers, Inc. | 22,427 | $2.27M | 0.04% | −760−3.3% | Reduced |
| XML Financial, LLC | 22,262 | $2.26M | 0.27% | +933+4.4% | Added |
| Cardinal Capital Management | 22,215 | $2.25M | 0.47% | +496+2.3% | Added |
| One River Asset Management, LLC | 22,380 | $2.24M | 1.66% | +14,084+169.8% | Added |
| Becker Capital Management Inc | 22,111 | $2.24M | 0.09% | −1,806−7.6% | Reduced |
| Beacon Pointe Advisors, LLC | 22,105 | $2.24M | 0.04% | +11,750+113.5% | Added |
| Centric Wealth Management | 21,931 | $2.22M | 0.96% | +1,914+9.6% | Added |
| Miracle Mile Advisors, LLC | 21,875 | $2.22M | 0.07% | +340+1.6% | Added |
| New Mexico Educational Retirement Board | 21,828 | $2.21M | 0.11% | −700−3.1% | Reduced |
| Herold Advisors, Inc. | 21,773 | $2.21M | 0.76% | +774+3.7% | Added |
| City Holding Co | 21,751 | $2.21M | 0.40% | +651+3.1% | Added |
| HBK Sorce Advisory LLC | 21,629 | $2.19M | 0.10% | −23,849−52.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,304 | $2.16M | 2.02% | −1,028−4.6% | Reduced |
| Synovus Financial Corp | 21,246 | $2.15M | 0.02% | +1,726+8.8% | Added |
| Burney Co | 21,222 | $2.15M | 0.11% | +1,128+5.6% | Added |
| Patten & Patten Inc | 21,217 | $2.15M | 0.19% | −100.0% | Reduced |
| Neville Rodie & Shaw Inc | 21,172 | $2.15M | 0.19% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 20,842 | $2.11M | 0.11% | −6,494−23.8% | Reduced |
| Somerset Trust Co | 20,762 | $2.10M | 0.91% | −120−0.6% | Reduced |
| First Nebraska Trust Co | 20,687 | $2.10M | 0.26% | +120+0.6% | Added |