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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 9,242 | $937.0K | 0.21% | −200−2.1% | Reduced |
| Parcion Private Wealth LLC | 9,235 | $936.2K | 0.10% | +17+0.2% | Added |
| Delta Financial Advisors LLC | 9,210 | $933.7K | 0.45% | +20.0% | Added |
| Banque Cantonale Vaudoise | 9,202 | $933.0K | 0.05% | −1,000−9.8% | Reduced |
| Trustmark National Bank Trust Department | 9,177 | $930.4K | 0.08% | −9,614−51.2% | Reduced |
| Savant Capital, LLC | 9,116 | $924.1K | 0.02% | +2,491+37.6% | Added |
| V Wealth Advisors LLC | 9,113 | $923.9K | 0.17% | +451+5.2% | Added |
| Mutual Advisors, LLC | 9,102 | $922.7K | 0.04% | +406+4.7% | Added |
| Rowland & Co Investment Counsel | 9,096 | $922.2K | 0.22% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,078 | $920.3K | 0.03% | −642−6.6% | Reduced |
| Allworth Financial LP | 8,992 | $911.6K | 0.01% | +3,832+74.3% | Added |
| Guyasuta Investment Advisors Inc | 8,938 | $906.1K | 0.07% | −564−5.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 8,934 | $906.0K | 0.03% | +8,934 | New |
| Karpas Strategies, LLC | 8,903 | $902.6K | 0.32% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 8,892 | $901.0K | 0.07% | −2,749−23.6% | Reduced |
| Pacific Global Investment Management CO | 8,835 | $895.7K | 0.20% | −31−0.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 8,467 | $887.3K | 0.01% | −3,421−28.8% | Reduced |
| Deuterium Capital Management, LLC | 8,746 | $886.7K | 1.49% | +5,257+150.7% | Added |
| Oak Hill Wealth Advisors, LLC | 8,728 | $886.5K | 0.35% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 8,732 | $883.9K | 0.09% | +16+0.2% | Added |
| Bank of Hawaii | 8,708 | $882.8K | 0.05% | +20+0.2% | Added |
| Columbia Trust Co 01012016 | 8,707 | $882.7K | 0.51% | −929−9.6% | Reduced |
| Jupiter Wealth Management LLC | 8,650 | $876.9K | 0.81% | −1,900−18.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,634 | $875.3K | 0.15% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 8,576 | $869.4K | 0.01% | −55−0.6% | Reduced |
| Petrus Trust Company, LTA | 8,561 | $867.9K | 0.11% | +8,561 | New |
| First National Bank & Trust Co of Newtown | 8,526 | $864.3K | 0.19% | −262−3.0% | Reduced |
| Flagship Harbor Advisors, LLC | 8,522 | $864.0K | 0.08% | +250+3.0% | Added |
| CoreCommodity Management, LLC | 8,510 | $862.7K | 0.25% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,503 | $862.0K | 0.10% | −176−2.0% | Reduced |
| Cowa, LLC | 8,450 | $856.7K | 0.70% | +93+1.1% | Added |
| Quantamental Technologies LLC | 8,412 | $852.8K | 0.46% | −6,498−43.6% | Reduced |
| Qsemble Capital Management, LP | 8,400 | $851.6K | 0.57% | −6,100−42.1% | Reduced |
| IFP Advisors, Inc | 7,128 | $848.2K | 0.04% | −7,418−51.0% | Reduced |
| Bank Ozk | 8,362 | $847.7K | 0.42% | −93−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 8,334 | $844.9K | 0.15% | −45−0.5% | Reduced |
| Boston Trust Walden Corp | 8,318 | $843.3K | 0.01% | −2,400−22.4% | Reduced |
| Virtus ETF Advisers LLC | 8,298 | $841.3K | 0.46% | +609+7.9% | Added |
| Caldwell Trust Co | 8,277 | $839.1K | 0.12% | +477+6.1% | Added |
| Arvest Trust Co N A | 8,247 | $836.1K | 0.05% | −1,391−14.4% | Reduced |
| Fiduciary Group LLC | 8,228 | $834.1K | 0.11% | −19−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 8,199 | $831.2K | 0.22% | −22,832−73.6% | Reduced |
| Horizon Investments, LLC | 8,145 | $825.7K | 0.02% | +280+3.6% | Added |
| USA Financial Portformulas Corp | 8,114 | $822.6K | 1.33% | +8,114 | New |
| Wealth Alliance Advisory Group, LLC | 8,003 | $811.4K | 0.30% | −7,549−48.5% | Reduced |
| Paradigm Asset Management Co LLC | 8,000 | $811.0K | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,000 | $811.0K | 0.05% | +1,826+29.6% | Added |
| Northwest & Ethical Investments L.P. | 7,979 | $808.9K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 8,159 | $807.7K | 0.26% | −524−6.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,960 | $807.0K | 0.07% | +5,899+286.2% | Added |
| True North Advisors, LLC | 7,897 | $800.6K | 0.24% | 00.0% | Unchanged |
| Wealth Alliance | 7,881 | $799.0K | 0.13% | +47+0.6% | Added |
| Intrua Financial, LLC | 8,570 | $798.9K | 0.17% | −211−2.4% | Reduced |
| Colony Group LLC | 7,844 | $795.0K | 0.01% | −3,723−32.2% | Reduced |
| Thoroughbred Financial Services, LLC | 7,840 | $794.0K | 0.12% | −216−2.7% | Reduced |
| Westmount Partners, LLC | 7,812 | $792.0K | 0.37% | +20.0% | Added |
| Peoples Bank | 7,810 | $791.8K | 0.51% | −215−2.7% | Reduced |
| Glenview Trust Co | 7,767 | $787.4K | 0.02% | +591+8.2% | Added |
| Wimmer Associates 1, LLC | 8,356 | $787.3K | 0.50% | +77+0.9% | Added |
| Bull Street Advisors, LLC | 7,751 | $786.0K | 0.41% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,661 | $786.0K | 0.01% | −24−0.3% | Reduced |
| Bridge Creek Capital Management LLC | 7,751 | $785.8K | 0.30% | −50−0.6% | Reduced |
| DRW Securities, LLC | 7,717 | $782.0K | 0.11% | +7,717 | New |
| Clark Capital Management Group, Inc. | 7,707 | $781.3K | 0.01% | −231−2.9% | Reduced |
| Doheny Asset Management | 7,689 | $780.0K | 0.70% | +1,942+33.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,635 | $774.1K | 0.43% | +949+14.2% | Added |
| WealthTrust Axiom LLC | 7,630 | $773.6K | 0.26% | +5+0.1% | Added |
| Full Sail Capital, LLC | 7,583 | $768.8K | 0.07% | +20+0.3% | Added |
| Forum Financial Management, LP | 7,510 | $761.4K | 0.02% | +15+0.2% | Added |
| Lineweaver Wealth Advisors, LLC | 7,476 | $759.2K | 0.23% | +7,476 | New |
| Echo Street Capital Management LLC | 7,471 | $757.4K | 0.01% | +7,471 | New |
| NVWM, LLC | 7,439 | $754.2K | 0.25% | −1,656−18.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,429 | $753.1K | 0.15% | −38−0.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,425 | $752.7K | 0.19% | −30−0.4% | Reduced |
| Quantitative Investment Management, LLC | 7,426 | $752.0K | 0.16% | −16,762−69.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,412 | $751.4K | 0.14% | +1,640+28.4% | Added |
| Stevens Capital Management LP | 7,374 | $748.0K | 0.19% | +4,797+186.1% | Added |
| Thomas White International Ltd | 7,374 | $747.6K | 0.16% | +74+1.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,345 | $744.6K | 0.23% | +56+0.8% | Added |
| Capital Advisors Wealth Management, LLC | 7,327 | $742.8K | 0.21% | +225+3.2% | Added |
| First National Advisers, LLC | 7,279 | $738.0K | 0.84% | +1,937+36.3% | Added |
| Vestmark Advisory Solutions, Inc. | 7,278 | $737.9K | 0.03% | −575−7.3% | Reduced |
| Hunter Associates Investment Management LLC | 7,267 | $736.0K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,253 | $735.3K | 0.08% | +1,183+19.5% | Added |
| Hilltop Holdings Inc. | 7,216 | $731.5K | 0.10% | +262+3.8% | Added |
| Bradley Foster & Sargent Inc | 7,215 | $731.5K | 0.02% | −219−2.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,214 | $731.0K | 0.49% | +275+4.0% | Added |
| NewEdge Wealth, LLC | 7,182 | $728.1K | 0.03% | −2,755−27.7% | Reduced |
| Strategic Financial Services, Inc, | 7,130 | $722.8K | 0.06% | −7,104−49.9% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $717.8K | 0.21% | −118−1.6% | Reduced |
| Navalign, LLC | 7,033 | $713.0K | 0.30% | −70−1.0% | Reduced |
| Eqis Capital Management, Inc. | 7,027 | $712.4K | 0.08% | +3,227+84.9% | Added |
| Cladis Investment Advisory, LLC | 6,970 | $706.7K | 0.63% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 6,943 | $703.9K | 0.10% | −67−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 6,937 | $703.3K | 0.05% | −165−2.3% | Reduced |
| Sandy Spring Bank | 6,931 | $702.6K | 0.04% | −74−1.1% | Reduced |
| Aull & Monroe Investment Management Corp | 6,927 | $702.3K | 0.36% | −150−2.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $702.1K | 0.50% | 00.0% | Unchanged |
| 1st Source Bank | 6,899 | $699.4K | 0.05% | −800−10.4% | Reduced |
| Spreng Capital Management, Inc. | 6,898 | $699.3K | 0.60% | +6,898 | New |