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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 20,618 | $2.09M | 0.54% | −16−0.1% | Reduced |
| BNC Wealth Management, LLC | 20,489 | $2.08M | 1.16% | +317+1.6% | Added |
| Gries Financial LLC | 20,473 | $2.08M | 0.61% | −1,638−7.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,386 | $2.07M | 0.32% | +1,623+8.7% | Added |
| Cheviot Value Management, LLC | 20,083 | $2.04M | 0.49% | −83−0.4% | Reduced |
| Hodges Capital Management Inc. | 13,752 | $2.03M | 0.17% | −5,350−28.0% | Reduced |
| Teza Capital Management LLC | 19,960 | $2.02M | 0.44% | +12,795+178.6% | Added |
| Metis Global Partners, LLC | 19,826 | $2.01M | 0.13% | +4,049+25.7% | Added |
| Shelton Capital Management | 19,766 | $2.00M | 0.08% | +16,914+593.1% | Added |
| Cunning Capital Partners, LP | 19,750 | $2.00M | 1.36% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 19,672 | $1.99M | 1.17% | +403+2.1% | Added |
| Advisor Partners II, LLC | 19,576 | $1.98M | 0.11% | +689+3.6% | Added |
| Bessemer Group Inc | 19,578 | $1.98M | 0.00% | +167+0.9% | Added |
| Stratos Wealth Partners, LTD. | 19,541 | $1.98M | 0.05% | −3,819−16.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,390 | $1.97M | 0.99% | −3,396−14.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,288 | $1.96M | 0.05% | +9,730+101.8% | Added |
| Tokio Marine Asset Management Co Ltd | 19,161 | $1.94M | 0.14% | +693+3.8% | Added |
| Koshinski Asset Management, Inc. | 19,062 | $1.93M | 0.19% | −90−0.5% | Reduced |
| Keystone Wealth Services, LLC | 18,836 | $1.91M | 0.78% | +60.0% | Added |
| Community Bank & Trust, Waco, Texas | 18,788 | $1.91M | 0.61% | +637+3.5% | Added |
| Sonora Investment Management Group, LLC | 18,718 | $1.90M | 0.17% | +48+0.3% | Added |
| Sigma Planning Corp | 18,703 | $1.90M | 0.06% | +30.0% | Added |
| Mather Group, LLC. | 18,619 | $1.89M | 0.03% | −1,123−5.7% | Reduced |
| Fortem Financial Group, LLC | 18,461 | $1.87M | 1.22% | +6,598+55.6% | Added |
| Cornercap Investment Counsel Inc | 18,453 | $1.87M | 0.33% | +4,009+27.8% | Added |
| Intrust Bank NA | 18,438 | $1.87M | 0.24% | −941−4.9% | Reduced |
| Dynamic Advisor Solutions LLC | 18,391 | $1.86M | 0.11% | +131+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.86M | 0.29% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 18,170 | $1.84M | 0.12% | −1,573−8.0% | Reduced |
| apricus wealth, LLC | 18,040 | $1.83M | 1.67% | −200−1.1% | Reduced |
| Telemus Capital, LLC | 17,972 | $1.82M | 0.16% | +863+5.0% | Added |
| Carret Asset Management, LLC | 17,958 | $1.82M | 0.25% | −580−3.1% | Reduced |
| CWM, LLC | 17,958 | $1.82M | 0.01% | +2,290+14.6% | Added |
| Empire Financial Management Company, LLC | 17,898 | $1.81M | 0.74% | +17,898 | New |
| Clifford Swan Investment Counsel LLC | 17,828 | $1.81M | 0.08% | −90−0.5% | Reduced |
| Vontobel Holding Ltd. | 17,821 | $1.81M | 0.02% | −2,687−13.1% | Reduced |
| Auxier Asset Management | 17,812 | $1.81M | 0.31% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,750 | $1.80M | 0.04% | −47,047−72.6% | Reduced |
| Fernwood Investment Management, LLC | 17,630 | $1.79M | 0.69% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 17,552 | $1.78M | 0.13% | +1,045+6.3% | Added |
| STRS Ohio | 17,467 | $1.77M | 0.01% | −1,578−8.3% | Reduced |
| HB Wealth Management, LLC | 17,444 | $1.77M | 0.03% | +1,071+6.5% | Added |
| Community Bank, N.A. | 17,287 | $1.75M | 0.24% | +1,262+7.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,257 | $1.75M | 1.10% | +237+1.4% | Added |
| Crescent Sterling, Ltd. | 17,001 | $1.72M | 1.67% | +420+2.5% | Added |
| Icon Advisers Inc | 17,000 | $1.72M | 0.44% | +17,000 | New |
| Financial Counselors Inc | 16,942 | $1.72M | 0.04% | −959−5.4% | Reduced |
| Northside Capital Management, LLC | 16,941 | $1.72M | 0.46% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 16,870 | $1.71M | 0.24% | +514+3.1% | Added |
| Equitable Trust Co | 16,688 | $1.69M | 0.13% | +588+3.7% | Added |
| Curbstone Financial Management Corp | 16,676 | $1.69M | 0.41% | −250−1.5% | Reduced |
| TBH Global Asset Management, LLC | 16,605 | $1.68M | 0.36% | +808+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,581 | $1.68M | 0.14% | −658−3.8% | Reduced |
| Lincoln National Corp | 16,390 | $1.66M | 0.03% | +592+3.7% | Added |
| Independent Advisor Alliance | 16,383 | $1.66M | 0.08% | +16,383 | New |
| Harvest Portfolios Group Inc. | 16,364 | $1.66M | 0.08% | −1,051−6.0% | Reduced |
| Americana Partners, LLC | 15,999 | $1.62M | 0.26% | +436+2.8% | Added |
| AlphaStar Capital Management, LLC | 15,998 | $1.62M | 0.14% | +1,680+11.7% | Added |
| Horizon Investment Services, LLC | 15,826 | $1.60M | 1.03% | +1,608+11.3% | Added |
| Vinva Investment Management Ltd | 15,968 | $1.60M | 0.13% | +15,968 | New |
| Tower Bridge Advisors | 15,605 | $1.58M | 0.13% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 15,544 | $1.58M | 0.17% | +1,426+10.1% | Added |
| Natixis | 15,429 | $1.56M | 0.01% | +15,429 | New |
| Hendley & Co Inc | 15,430 | $1.56M | 0.70% | −4,140−21.2% | Reduced |
| First Manhattan Co | 15,384 | $1.56M | 0.01% | −220−1.4% | Reduced |
| Icon Wealth Partners, LLC | 15,377 | $1.56M | 0.17% | +15,377 | New |
| Great Valley Advisor Group, Inc. | 15,172 | $1.54M | 0.07% | −7,298−32.5% | Reduced |
| Everett Harris & Co | 15,121 | $1.53M | 0.02% | −70−0.5% | Reduced |
| VisionPoint Advisory Group, LLC | 16,603 | $1.53M | 0.68% | +2,844+20.7% | Added |
| Tower Research Capital LLC (TRC) | 15,023 | $1.52M | 0.05% | −4,627−23.5% | Reduced |
| West Tower Group, LLC | 15,000 | $1.52M | 1.50% | +15,000 | New |
| Capital Advisors Inc | 14,946 | $1.52M | 0.04% | +16+0.1% | Added |
| Harbour Investment Management LLC | 14,886 | $1.51M | 0.84% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,815 | $1.50M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,648 | $1.49M | 0.04% | −165−1.1% | Reduced |
| Ingalls & Snyder LLC | 14,652 | $1.49M | 0.08% | −62−0.4% | Reduced |
| Algert Global LLC | 14,487 | $1.47M | 0.07% | +7,138+97.1% | Added |
| Moors & Cabot, Inc. | 14,385 | $1.46M | 0.10% | −238−1.6% | Reduced |
| KMG Fiduciary Partners, LLC | 14,379 | $1.46M | 0.21% | +1,758+13.9% | Added |
| Leonteq Securities AG | 14,345 | $1.45M | 0.13% | −3,645−20.3% | Reduced |
| Walleye Trading LLC | 14,277 | $1.45M | 0.05% | +14,277 | New |
| Fiduciary Trust Co | 14,274 | $1.45M | 0.03% | +500+3.6% | Added |
| Alberta Investment Management Corp | 14,200 | $1.44M | 0.01% | −74,700−84.0% | Reduced |
| Teamwork Financial Advisors, LLC | 14,048 | $1.42M | 0.26% | +1,386+10.9% | Added |
| Western Wealth Management, LLC | 13,908 | $1.41M | 0.13% | −1,172−7.8% | Reduced |
| Stephens Inc | 13,906 | $1.41M | 0.03% | +1,273+10.1% | Added |
| Balyasny Asset Management LLC | 13,896 | $1.41M | 0.00% | −85,006−85.9% | Reduced |
| Terry L. Blaker | 13,858 | $1.40M | 0.13% | −620−4.3% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.40M | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 13,796 | $1.40M | 0.34% | −46−0.3% | Reduced |
| Armor Investment Advisors, LLC | 13,767 | $1.40M | 0.80% | −865−5.9% | Reduced |
| Portman Square Capital LLP | 13,704 | $1.39M | 0.35% | +13,704 | New |
| Inscription Capital, LLC | 13,489 | $1.37M | 0.36% | +770+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 13,367 | $1.36M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,367 | $1.35M | 0.03% | 00.0% | Unchanged |
| Fruth Investment Management | 13,295 | $1.35M | 0.39% | −50−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,214 | $1.34M | 0.07% | −330−2.4% | Reduced |
| Cresset Asset Management, LLC | 13,158 | $1.33M | 0.03% | −2,172−14.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 13,152 | $1.33M | 0.10% | −1,067−7.5% | Reduced |
| Welch & Forbes LLC | 13,121 | $1.33M | 0.02% | −28−0.2% | Reduced |