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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 13,083 | $1.33M | 0.08% | +134+1.0% | Added |
| Aurora Investment Counsel | 13,071 | $1.33M | 0.87% | +320+2.5% | Added |
| Beverly Hills Private Wealth, LLC | 12,972 | $1.32M | 0.41% | +2,122+19.6% | Added |
| Exeter Financial, LLC | 12,525 | $1.31M | 0.66% | 00.0% | Unchanged |
| Veracity Capital LLC | 12,872 | $1.30M | 0.60% | +348+2.8% | Added |
| Empirical Finance, LLC | 12,780 | $1.30M | 0.12% | +700+5.8% | Added |
| Group One Trading, L.P. | 12,733 | $1.29M | 0.06% | +12,733 | New |
| YHB Investment Advisors, Inc. | 12,726 | $1.29M | 0.13% | +18+0.1% | Added |
| Estate Counselors, LLC | 12,720 | $1.29M | 0.17% | +12,720 | New |
| Parallel Advisors, LLC | 12,701 | $1.29M | 0.04% | +299+2.4% | Added |
| Two Sigma Securities, LLC | 12,668 | $1.28M | 0.11% | +12,668 | New |
| Snowden Capital Advisors LLC | 12,617 | $1.28M | 0.05% | +1,953+18.3% | Added |
| Ar Asset Management Inc | 12,600 | $1.28M | 0.34% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,580 | $1.28M | 0.11% | +256+2.1% | Added |
| Integrated Wealth Concepts LLC | 12,546 | $1.27M | 0.03% | +7,858+167.6% | Added |
| Prime Capital Investment Advisors, LLC | 12,431 | $1.26M | 0.05% | −36,896−74.8% | Reduced |
| Independent Financial Group, LLC | 12,287 | $1.25M | 0.10% | −947−7.2% | Reduced |
| Worldquant Millennium Advisors LLC | 12,222 | $1.24M | 0.02% | +12,222 | New |
| Haverford Trust Co | 12,185 | $1.24M | 0.01% | −40.0% | Reduced |
| Marion Wealth Management | 12,170 | $1.23M | 0.46% | +684+6.0% | Added |
| Williams Jones Wealth Management, LLC. | 12,128 | $1.23M | 0.02% | +272+2.3% | Added |
| Fairfield, Bush & Co. | 12,075 | $1.22M | 0.43% | −447−3.6% | Reduced |
| Paragon Capital Management LLC | 11,903 | $1.21M | 0.73% | +116+1.0% | Added |
| Csenge Advisory Group | 11,892 | $1.21M | 0.09% | −462−3.7% | Reduced |
| Evercore Wealth Management, LLC | 11,774 | $1.19M | 0.02% | 00.0% | Unchanged |
| SRN Advisors, LLC | 11,878 | $1.19M | 1.09% | −28−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 11,707 | $1.19M | 0.07% | −412−3.4% | Reduced |
| Veriti Management LLC | 11,700 | $1.19M | 0.14% | +2,102+21.9% | Added |
| Bangor Savings Bank | 11,679 | $1.18M | 0.14% | −385−3.2% | Reduced |
| Massmutual Trust Co FSB | 11,572 | $1.17M | 0.04% | +846+7.9% | Added |
| Jefferies Financial Group Inc. | 11,548 | $1.17M | 0.02% | +11,548 | New |
| Pathway Financial Advisers, LLC | 11,540 | $1.17M | 0.47% | +24+0.2% | Added |
| Financial Advocates Investment Management | 11,469 | $1.16M | 0.09% | +1,451+14.5% | Added |
| Martingale Asset Management L P | 11,466 | $1.16M | 0.02% | −213−1.8% | Reduced |
| Guardian Wealth Management, Inc. | 11,434 | $1.16M | 1.12% | −134−1.2% | Reduced |
| Greylin Investment Mangement Inc | 11,402 | $1.16M | 0.21% | −1,050−8.4% | Reduced |
| Barry Investment Advisors, LLC | 11,338 | $1.15M | 0.38% | −71−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 11,335 | $1.15M | 0.47% | −1,198−9.6% | Reduced |
| RFG Advisory, LLC | 11,331 | $1.15M | 0.06% | +138+1.2% | Added |
| EHP Funds Inc. | 11,300 | $1.15M | 0.25% | +11,300 | New |
| Retirement Investment Advisors, Inc. | 11,261 | $1.14M | 0.20% | +1,006+9.8% | Added |
| Balentine LLC | 11,177 | $1.13M | 0.04% | −1,905−14.6% | Reduced |
| Belpointe Asset Management LLC | 11,155 | $1.13M | 0.06% | −25−0.2% | Reduced |
| Strategic Advisors LLC | 11,101 | $1.13M | 0.23% | −395−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 11,060 | $1.12M | 0.05% | +16+0.1% | Added |
| Smith, Moore & Co. | 11,055 | $1.12M | 0.15% | +127+1.2% | Added |
| South State Corp. | 11,020 | $1.12M | 0.10% | −389−3.4% | Reduced |
| United Services Automobile Association | 11,007 | $1.12M | 0.04% | −60,073−84.5% | Reduced |
| Aquila Investment Management LLC | 11,000 | $1.12M | 0.92% | +11,000 | New |
| TCG Advisory Services, LLC | 10,937 | $1.11M | 0.23% | +10,937 | New |
| Pavion Blue Capital, LLC | 10,849 | $1.10M | 0.68% | −775−6.7% | Reduced |
| Erste Asset Management GmbH | 11,000 | $1.10M | 0.02% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 10,847 | $1.10M | 0.48% | −100−0.9% | Reduced |
| BBR Partners, LLC | 10,802 | $1.10M | 0.13% | +33+0.3% | Added |
| Harbor Investment Advisory, LLC | 10,798 | $1.09M | 0.16% | −20−0.2% | Reduced |
| Lee Danner & Bass Inc | 10,751 | $1.09M | 0.10% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 10,728 | $1.09M | 0.31% | +350+3.4% | Added |
| Avidian Wealth Solutions, LLC | 10,658 | $1.08M | 0.06% | +352+3.4% | Added |
| AMG National Trust Bank | 10,599 | $1.07M | 0.04% | +1,524+16.8% | Added |
| Adirondack Trust Co | 10,490 | $1.06M | 0.54% | −60−0.6% | Reduced |
| Cullinan Associates Inc | 10,439 | $1.06M | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 10,149 | $1.06M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,389 | $1.05M | 0.07% | −498−4.6% | Reduced |
| International Assets Investment Management, LLC | 48,022 | $1.05M | 0.15% | +48,022 | New |
| Capstone Investment Advisors, LLC | 10,363 | $1.05M | 0.03% | +10,363 | New |
| Boston Private Wealth LLC | 10,328 | $1.05M | 0.01% | +3,038+41.7% | Added |
| Ieq Capital, LLC | 10,299 | $1.04M | 0.02% | −683−6.2% | Reduced |
| Tiaa, FSB | 10,290 | $1.04M | 0.00% | −800−7.2% | Reduced |
| We Are One Seven, LLC | 10,220 | $1.04M | 0.07% | +4,833+89.7% | Added |
| Longfellow Investment Management Co LLC | 10,211 | $1.04M | 0.24% | 00.0% | Unchanged |
| Towle & Co | 10,210 | $1.04M | 0.15% | −1,270−11.1% | Reduced |
| SeaCrest Wealth Management, LLC | 10,209 | $1.03M | 0.14% | +717+7.6% | Added |
| Lido Advisors, LLC | 10,011 | $1.01M | 0.01% | +136+1.4% | Added |
| Moneta Group Investment Advisors LLC | 9,939 | $1.01M | 0.02% | −228−2.2% | Reduced |
| Atlas Private Wealth Management | 9,903 | $1.00M | 0.60% | +721+7.9% | Added |
| Stillwater Investment Management, LLC | 9,903 | $1.00M | 0.27% | −69−0.7% | Reduced |
| Pathstone Family Office, LLC | 9,739 | $998.7K | 0.02% | −3,721−27.6% | Reduced |
| Verition Fund Management LLC | 9,836 | $997.2K | 0.02% | −639−6.1% | Reduced |
| Apollon Wealth Management, LLC | 9,808 | $994.3K | 0.06% | +55+0.6% | Added |
| TD Waterhouse Canada Inc. | 9,454 | $993.1K | 0.01% | −1,451−13.3% | Reduced |
| Ostrum Asset Management | 9,778 | $991.3K | 0.09% | +9,778 | New |
| Basepoint Wealth LLC | 9,775 | $991.0K | 0.83% | −433−4.2% | Reduced |
| First National Trust Co | 9,719 | $985.3K | 0.05% | +179+1.9% | Added |
| Cannell Peter B & Co Inc | 9,705 | $983.9K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,611 | $974.4K | 0.08% | +68+0.7% | Added |
| Sawtooth Solutions, LLC | 9,592 | $972.4K | 0.03% | +6,640+224.9% | Added |
| Bleakley Financial Group, LLC | 9,587 | $971.9K | 0.03% | −591−5.8% | Reduced |
| Covenant Partners, LLC | 9,467 | $959.8K | 0.37% | +9,467 | New |
| Edge Capital Group, LLC | 9,443 | $957.3K | 0.06% | +82+0.9% | Added |
| Twin Capital Management Inc | 9,435 | $956.5K | 0.13% | +9,435 | New |
| Lowe Brockenbrough & Co Inc | 9,429 | $955.9K | 0.08% | −3,500−27.1% | Reduced |
| Investors Research Corp | 9,417 | $954.7K | 0.25% | −200−2.1% | Reduced |
| Diversified Trust Co | 9,412 | $954.2K | 0.04% | −1,337−12.4% | Reduced |
| Mairs & Power Inc | 9,394 | $952.4K | 0.01% | +466+5.2% | Added |
| Winton Group Ltd | 9,359 | $948.8K | 0.06% | −917−8.9% | Reduced |
| Jacobi Capital Management LLC | 9,351 | $948.0K | 0.11% | −92−1.0% | Reduced |
| Patten Group, Inc. | 9,332 | $946.1K | 0.28% | −12−0.1% | Reduced |
| Greenleaf Trust | 9,299 | $942.7K | 0.01% | +225+2.5% | Added |
| Signaturefd, LLC | 9,297 | $942.5K | 0.03% | +2,271+32.3% | Added |
| Connecticut Wealth Management, LLC | 9,256 | $938.4K | 0.07% | +145+1.6% | Added |