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 |
|---|---|---|---|---|---|
| BMS Financial Advisors, LLC | 6,884 | $697.9K | 0.48% | −419−5.7% | Reduced |
| Mill Capital Management, LLC | 6,856 | $695.1K | 0.07% | +1,711+33.3% | Added |
| Park Place Capital Corp | 6,831 | $692.6K | 0.19% | +71+1.1% | Added |
| Meeder Advisory Services, Inc. | 6,823 | $691.7K | 0.08% | +443+6.9% | Added |
| Cookson Peirce & Co Inc | 6,816 | $691.0K | 0.04% | +2,357+52.9% | Added |
| Van Hulzen Asset Management, LLC | 6,794 | $689.0K | 0.06% | +77+1.1% | Added |
| CAPROCK Group, Inc. | 6,767 | $686.1K | 0.05% | −582−7.9% | Reduced |
| Westhampton Capital, LLC | 6,703 | $679.5K | 0.44% | +250+3.9% | Added |
| Heron Financial Group, LLC | 6,680 | $677.2K | 0.37% | −803−10.7% | Reduced |
| Islay Capital Management, LLC | 6,599 | $669.0K | 0.65% | −4,417−40.1% | Reduced |
| Transcend Wealth Collective, LLC | 6,593 | $668.4K | 0.07% | +139+2.2% | Added |
| Chelsea Counsel Co | 6,585 | $667.6K | 0.32% | −44−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,563 | $665.4K | 0.05% | +835+14.6% | Added |
| C2C Wealth Management, LLC | 6,267 | $664.1K | 0.11% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $659.0K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 7,054 | $658.9K | 0.15% | +4,221+149.0% | Added |
| Kula Investments, LLC | 6,495 | $658.5K | 0.16% | +6,495 | New |
| Imprint Wealth LLC | 6,493 | $658.3K | 0.43% | +6,493 | New |
| Birmingham Capital Management Co Inc | 6,490 | $658.0K | 0.26% | −820−11.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,308 | $656.0K | 0.01% | +139+2.3% | Added |
| South Street Advisors LLC | 6,420 | $650.9K | 0.13% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,363 | $645.1K | 0.03% | −1,203−15.9% | Reduced |
| Argent Trust Co | 6,309 | $639.6K | 0.04% | −100−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 6,303 | $639.0K | 0.06% | +6,303 | New |
| Clearstead Advisors, LLC | 6,301 | $638.8K | 0.05% | +90+1.4% | Added |
| American Financial Group Inc | 6,250 | $634.0K | 0.20% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,250 | $633.6K | 0.58% | +51+0.8% | Added |
| Vise Technologies, Inc. | 6,209 | $629.5K | 0.17% | +2,253+57.0% | Added |
| BerganKDV Wealth Management, LLC | 6,200 | $628.6K | 0.06% | −235−3.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,186 | $627.0K | 0.30% | −185−2.9% | Reduced |
| Symmetry Partners, LLC | 6,174 | $626.0K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,173 | $625.8K | 0.05% | −36−0.6% | Reduced |
| FineMark National Bank & Trust | 6,150 | $623.5K | 0.03% | +2,099+51.8% | Added |
| Confluence Wealth Services, Inc. | 6,148 | $623.3K | 0.15% | +10.0% | Added |
| Bristol John W & Co Inc | 6,140 | $622.5K | 0.01% | −6,360−50.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 6,135 | $622.0K | 0.15% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,115 | $620.0K | 0.38% | +17+0.3% | Added |
| Busey Wealth Management | 6,109 | $619.3K | 0.03% | −45−0.7% | Reduced |
| David Loasby | 6,011 | $618.1K | 0.07% | +1,846+44.3% | Added |
| Private Capital Management, LLC | 6,089 | $617.3K | 0.07% | +6,089 | New |
| Valmark Advisers, Inc. | 6,079 | $616.3K | 0.01% | −104−1.7% | Reduced |
| Mystic Asset Management, Inc. | 6,069 | $615.3K | 0.34% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,060 | $614.4K | 0.29% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,041 | $612.4K | 0.06% | −446−6.9% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $610.4K | 0.12% | 00.0% | Unchanged |
| Park Circle Co | 6,000 | $608.3K | 0.59% | −6,000−50.0% | Reduced |
| Hennessy Advisors Inc | 6,000 | $608.3K | 0.04% | −2,500−29.4% | Reduced |
| MCF Advisors LLC | 5,989 | $607.1K | 0.06% | −72−1.2% | Reduced |
| Wahed Invest LLC | 5,983 | $606.6K | 0.26% | −134−2.2% | Reduced |
| Old National Bancorp | 5,982 | $606.5K | 0.02% | −411−6.4% | Reduced |
| J2 Capital Management Inc | 5,979 | $606.2K | 0.94% | +19+0.3% | Added |
| Wealthcare Advisory Partners LLC | 5,967 | $604.9K | 0.03% | +488+8.9% | Added |
| Allen Capital Group, LLC | 5,961 | $604.4K | 0.12% | +5,961 | New |
| Burns Matteson Capital Management, LLC | 5,944 | $602.6K | 0.38% | +5,944 | New |
| Stegent Equity Advisors, Inc. | 5,934 | $601.6K | 0.60% | −228−3.7% | Reduced |
| MJP Associates Inc | 5,913 | $599.5K | 0.18% | +404+7.3% | Added |
| Roof Eidam & Maycock | 5,910 | $599.2K | 0.22% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,902 | $598.4K | 0.04% | −71−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,881 | $596.2K | 0.10% | −20.0% | Reduced |
| Retirement Group, LLC | 5,877 | $596.0K | 0.27% | −2,682−31.3% | Reduced |
| Johnson Financial Group, Inc. | 5,842 | $592.3K | 0.04% | +5,182+785.2% | Added |
| Rosenberg Matthew Hamilton | 5,806 | $588.6K | 0.19% | −232−3.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,793 | $587.4K | 0.12% | −27−0.5% | Reduced |
| Perigon Wealth Management, LLC | 5,787 | $586.7K | 0.03% | −544−8.6% | Reduced |
| Personal Cfo Solutions, LLC | 5,768 | $584.8K | 0.12% | +420+7.9% | Added |
| Palisade Asset Management, LLC | 5,767 | $584.7K | 0.07% | −225−3.8% | Reduced |
| CWA Asset Management Group, LLC | 5,750 | $582.9K | 0.04% | +802+16.2% | Added |
| Worth Financial Advisory Group, LLC | 5,745 | $582.4K | 0.56% | −246−4.1% | Reduced |
| Foster & Motley Inc | 5,733 | $581.0K | 0.05% | +2,000+53.6% | Added |
| Essex Savings Bank | 5,730 | $580.9K | 0.20% | +14+0.2% | Added |
| Cigna Investments Inc | 5,708 | $579.0K | 0.12% | −135−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 5,710 | $578.9K | 0.06% | −18−0.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $578.2K | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,680 | $575.8K | 0.10% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5,654 | $573.2K | 0.09% | +415+7.9% | Added |
| Fund Management at Engine No. 1 LLC | 5,650 | $572.8K | 0.12% | +447+8.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,628 | $570.6K | 0.14% | −293−4.9% | Reduced |
| Equitable Holdings, Inc. | 5,625 | $570.3K | 0.01% | −141−2.4% | Reduced |
| Charter Trust Co | 5,587 | $566.4K | 0.05% | −398−6.6% | Reduced |
| Cambridge Trust Co | 5,585 | $566.2K | 0.03% | −47−0.8% | Reduced |
| Weatherly Asset Management L. P. | 5,574 | $565.1K | 0.07% | −90−1.6% | Reduced |
| Thrive Wealth Management, LLC | 5,566 | $564.3K | 0.14% | +720+14.9% | Added |
| Waddell & Associates, LLC | 5,504 | $558.0K | 0.09% | +14+0.3% | Added |
| Outfitter Financial LLC | 5,500 | $557.6K | 0.50% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,483 | $555.9K | 0.01% | +250+4.8% | Added |
| Mission Wealth Management, LP | 5,480 | $555.6K | 0.02% | +118+2.2% | Added |
| RSM US Wealth Management LLC | 5,468 | $554.3K | 0.02% | +5,468 | New |
| Comerica Securities,inc. | 5,458 | $553.3K | 0.04% | −285−5.0% | Reduced |
| Campion Asset Management LLC | 5,421 | $549.6K | 0.52% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,401 | $547.6K | 0.03% | −4,149−43.4% | Reduced |
| Crescent Grove Advisors, LLC | 5,355 | $542.9K | 0.06% | −2,300−30.0% | Reduced |
| Patron Partners Advisors, LLC | 5,302 | $537.5K | 0.40% | −549−9.4% | Reduced |
| Chicago Partners Investment Group LLC | 5,324 | $536.1K | 0.03% | +437+8.9% | Added |
| Schear Investment Advisers, LLC | 5,256 | $532.9K | 0.64% | +100+1.9% | Added |
| Kovack Advisors, Inc. | 5,248 | $532.1K | 0.07% | −131−2.4% | Reduced |
| North Star Investment Management Corp. | 5,234 | $530.7K | 0.04% | −3,342−39.0% | Reduced |
| Venturi Wealth Management, LLC | 5,229 | $530.1K | 0.04% | +2,390+84.2% | Added |
| Ahrens Investment Partners LLC | 5,220 | $529.2K | 0.26% | −939−15.2% | Reduced |
| Quantbot Technologies LP | 5,215 | $528.7K | 0.04% | +5,215 | New |
| Ameritas Advisory Services, LLC | 5,213 | $527.4K | 0.03% | −1,277−19.7% | Reduced |