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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).

Q2 2023 vs. Q1 2023

How the institutions holding Phillips 66 changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of PSX: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,572151,541−16
Shares361.9M547.6K324.1M−37.3M (−10.3%)
Value$33.4B$55.5M$30.9B−$2.48B (−7.4%)

15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (102)

Institutions that held Phillips 66 at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 102 by value.

Institutions new to PSX in Q2 2023
InstitutionSharesValue% of portfolio
Elliott Investment Management L.P.SuperinvestorElliott Investment Management775,000$73.9M0.88%
Alyeska Investment Group, L.P.316,306$30.2M0.23%
EA Series Trust150,433$14.3M0.50%
Manning & Napier Group, LLC121,203$11.6M0.13%
Jupiter Asset Management Ltd117,100$11.2M0.12%
Alaska Permanent Fund Corp90,052$8.59M0.17%
Beck Bode, LLC88,089$8.39M2.04%
LMR Partners LLP61,520$5.87M0.13%
Engineers Gate Manager LP56,659$5.40M0.20%
Aigen Investment Management, LP49,301$4.70M0.69%
Invesco, LLC36,195$3.45M1.70%
1832 Asset Management L.P.36,058$3.44M0.01%
Genus Capital Management Inc.34,000$3.24M0.48%
Magnetar Financial LLC32,567$3.11M0.07%
PFW Advisors LLC20,879$2.44M0.81%
Ontario Teachers Pension Plan Board23,522$2.24M0.02%
Commerzbank Aktiengesellschaft20,784$1.98M0.10%
Hussman Strategic Advisors, Inc.18,800$1.79M0.33%
Cercano Management LLC18,500$1.76M0.06%
Moser Wealth Advisors, LLC16,606$1.58M1.07%
Pinnacle Wealth Management, LLC16,448$1.57M1.58%
iA Global Asset Management Inc.13,092$1.25M0.03%
Centiva Capital, LP12,826$1.22M0.06%
Cynosure Management, LLC11,474$1.09M0.33%
Neo Ivy Capital Management9,237$881.0K0.46%
GTS Securities LLC8,278$789.6K0.02%
WESPAC Advisors, LLC7,974$760.6K0.61%
Edgestream Partners, L.P.7,691$733.6K0.07%
Nomura Holdings Inc7,059$673.3K0.01%
Oversea-Chinese Banking CORP Ltd6,911$659.2K0.03%
SPX Equities Gestao de Recursos Ltda6,097$581.5K0.03%
Pine Valley Investments Ltd Liability Co6,049$577.0K0.06%
Maverick Capital LtdSuperinvestorMaverick Capital5,119$488.3K0.01%
Probity Advisors, Inc.4,932$470.4K0.10%
Sendero Wealth Management, LLC4,726$450.7K0.10%
Richwood Investment Advisors, LLC4,410$420.6K0.41%
Gallacher Capital Management LLC4,390$418.7K0.24%
Affinity Investment Advisors, LLC4,010$382.5K0.22%
Straight Path Wealth Management4,004$381.9K0.26%
Portside Wealth Group, LLC3,972$378.8K0.07%
CFS Investment Advisory Services, LLC3,785$361.0K0.05%
Courier Capital LLC3,628$346.0K0.03%
Prairie Sky Financial Group LLC3,539$337.5K0.23%
Impact Partnership Wealth, LLC3,478$331.8K0.12%
UniSuper Management Pty Ltd3,400$324.3K0.00%
Plan Group Financial, LLC3,051$306.2K0.26%
Prelude Capital Management, LLC3,139$299.4K0.02%
Mirabella Financial Services LLP3,115$297.1K0.03%
Cornerstone Advisors, LLC3,100$295.7K0.01%
Cito Capital Group, LLC3,000$286.0K0.13%
Geller Advisors LLC2,946$281.0K0.04%
Lakeview Capital Partners, LLC2,901$276.7K0.05%
RMB Capital Management, LLC2,863$273.1K0.01%
Harel Insurance Investments & Financial Services Ltd.2,760$261.0K0.01%
Carl Stuart Investment Advisor, Inc2,663$254.0K0.19%
Hamilton Capital, LLC2,541$242.4K0.02%
Uncommon Cents Investing LLC2,527$241.0K0.09%
LaSalle St. Investment Advisors, LLC2,511$239.0K0.11%
Eads & Heald Wealth Management2,351$224.0K0.11%
Kovitz Investment Group Partners, LLC2,340$223.2K0.00%
Summit Trail Advisors, LLC2,334$222.6K0.01%
Crawford Investment Counsel Inc2,304$219.8K0.00%
Legacy Private Trust Co.2,250$214.6K0.02%
Fidelis Capital Partners, LLC2,208$210.6K0.08%
Van Leeuwen & Company, LLC2,201$210.5K0.13%
Evoke Wealth, LLC2,194$209.3K0.01%
Merit Financial Group, LLC2,174$207.3K0.01%
Relyea Zuckerberg Hanson LLC2,148$204.9K0.05%
Occudo Quantitative Strategies LP2,130$203.2K0.02%
Steel Peak Wealth Management LLC2,117$201.9K0.01%
Mma Asset Management LLC2,113$201.5K0.12%
St Germain D J Co Inc1,951$186.1K0.01%
Headlands Technologies LLC1,904$181.6K0.06%
Cherry Tree Wealth Management, LLC1,766$168.4K0.05%
Nemes Rush Group LLC1,666$158.9K0.03%
Contravisory Investment Management, Inc.1,626$155.1K0.04%
Steward Financial Group LLC1,249$119.0K0.04%
Options Solutions, LLC1,001$95.5K0.09%
ORG Partners LLC930$88.9K0.01%
Denali Advisors LLC900$85.8K0.03%
Dakota Community Bank & Trust NA728$69.4K0.41%
Spotlight Asset Group, Inc.605$57.7K0.05%
Tyler-Stone Wealth Management538$51.0K0.03%
PCA Investment Advisory Services Inc.394$37.6K0.02%
WFA of San Diego, LLC319$30.4K0.03%
Fiduciary Alliance LLC318$30.3K0.01%
First Capital Advisors Group, LLC.267$25.5K0.01%
Horizons Wealth Management253$24.1K0.02%
Glass Jacobson Investment Advisors llc210$20.0K0.01%
GoalVest Advisory LLC200$19.1K0.01%
Robinswood Financial LLC200$19.1K0.01%
GW&K Investment Management, LLC174$17.0K0.00%
Global Wealth Management Investment Advisory, Inc.150$14.3K0.00%
Safeguard Financial, LLC153$14.0K0.01%
Northwest Bank & Trust Co138$13.2K0.01%
Cornerstone Planning Group LLC112$10.7K0.00%
Assetmark, Inc62$5.91K0.00%
Coppell Advisory Solutions LLC40$3.78K0.00%
Psagot Value Holdings Ltd. / (Israel)27$3.00K0.00%
CGC Financial Services, LLC28$2.67K0.00%

Sold out (118)

Institutions that held Phillips 66 at the end of Q1 2023 and filed for Q2 2023 without it.

Showing the largest 100 of 118 by value.

Institutions that sold out of PSX in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Renaissance Technologies LLC1,123,650$113.9M
HRT Financial LP980,030$99.4M
First Republic Investment Management, Inc.538,367$54.6M
Cinctive Capital Management LP157,542$16.0M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office100,555$10.2M
Premier Fund Managers Ltd88,400$8.84M
Optiver Holding B.V.64,472$6.54M
FIL Ltd56,612$5.74M
Westpac Banking Corp46,046$4.67M
Duality Advisers, LP45,370$4.60M
Strategic Global Advisors, LLC34,774$3.53M
WBI Investments33,454$3.39M
L & S Advisors Inc32,536$3.30M
Blue Rock Advisors, LLC27,906$2.83M
Picton Mahoney Asset Management27,100$2.75M
Two Sigma Advisers, LP26,600$2.70M
One River Asset Management, LLC22,380$2.24M
Centric Wealth Management21,931$2.22M
Gries Financial LLC20,473$2.08M
Icon Advisers Inc17,000$1.72M
Algert Global LLC14,487$1.47M
Walleye Trading LLC14,277$1.45M
Erste Asset Management GmbH11,000$1.10M
Verition Fund Management LLC9,836$997.2K
Winton Group Ltd9,359$948.8K
Industrial Alliance Investment Management Inc.8,934$906.0K
Deuterium Capital Management, LLC8,746$886.7K
Qsemble Capital Management, LP8,400$851.6K
Wealth Advisory Solutions, LLC8,199$831.2K
Northwest & Ethical Investments L.P.7,979$808.9K
Dynamic Technology Lab Private Ltd7,960$807.0K
Quantitative Investment Management, LLC7,426$752.0K
Bristol John W & Co Inc6,140$622.5K
Burns Matteson Capital Management, LLC5,944$602.6K
Connor, Clark & Lunn Investment Management Ltd.4,803$486.9K
OneAscent Wealth Management LLC4,667$473.0K
Johnson & White Wealth Management, LLC4,357$442.0K
Sherbrooke Park Advisers LLC4,300$435.9K
Acrisure Capital Management, LLC4,038$409.4K
Bornite Capital Management LP4,000$405.5K
AdvisorShares Investments LLC3,818$387.1K
Tolleson Wealth Management, Inc.3,425$347.0K
Campbell & CO Investment Adviser LLC3,363$340.9K
SFMG, LLC3,227$327.2K
Nebula Research & Development LLC3,169$321.3K
Lombard Odier Asset Management (Switzerland) SA3,157$320.1K
Joule Financial, LLC3,112$315.5K
Boothbay Fund Management, LLC3,108$315.1K
Dover Advisors, LLC3,011$305.3K
North Star Asset Management Inc2,863$290.3K
OneAscent Financial Services LLC2,864$290.0K
WealthBridge Capital Management, LLC2,834$287.3K
Oak Thistle LLC2,657$269.4K
MAS Advisors LLC2,653$269.0K
Chemung Canal Trust Co2,584$262.0K
IFG Advisory, LLC2,511$254.6K
ING Groep NV2,487$252.1K
M Holdings Securities, Inc.2,479$251.0K
Renasant Bank2,443$247.7K
B&D White Capital Company, LLC2,432$246.6K
Burke & Herbert Bank & Trust Co2,394$242.7K
Hennion & Walsh Asset Management, Inc.2,367$240.0K
Park National Corp2,325$235.7K
Dumont & Blake Investment Advisors LLC2,322$235.0K
NorthRock Partners, LLC2,186$221.6K
Perpetual Ltd2,164$219.4K
Beach Investment Counsel Inc2,160$219.0K
First Citizens Bank & Trust Co2,152$218.2K
Pinnacle Family Advisors, LLC2,128$215.7K
Graypoint LLC2,122$215.1K
Meredith Wealth Planning2,121$215.0K
Brookfield Asset Management Inc.2,106$213.5K
Delta Financial Group, Inc.2,101$213.0K
Aspiriant, LLC2,077$210.6K
SlateStone Wealth, LLC2,070$210.0K
Websterrogers Financial Advisors, LLC2,053$208.1K
Sentry LLC2,039$206.7K
Defender Capital, LLC.2,036$206.4K
Wrapmanager Inc2,035$206.3K
Cabot Wealth Management Inc2,035$206.0K
Sentinel Trust Co Lba2,034$206.0K
Edmonds Duncan Registered Investment Advisors, LLC2,030$205.8K
Sovereign Financial Group, Inc.2,027$205.5K
American Trust Investment Advisors, LLC2,015$204.3K
McGowan Group Asset Management, Inc.2,012$204.0K
Hoylecohen, LLC2,008$203.6K
Murphy Pohlad Asset Management LLC2,005$203.3K
Private Wealth Partners, LLC2,000$202.8K
Alan B. Lancz & Associates, Inc.1,996$202.4K
Liberty Wealth Management LLC1,993$202.0K
Compass Financial Advisors LLC1,988$201.6K
Eudaimonia Partners, LLC1,985$201.2K
Buckingham Strategic Partners1,972$200.0K
Exos TFP Holdings LLC1,605$162.7K
Garda Capital Partners LP997$101.1K
Pointe Capital Management LLC845$85.7K
Schubert & Co709$71.9K
Chiron Investment Management, LLC691$70.1K
Ten Capital Wealth Advisors, LLC584$59.2K
Old North State Trust, LLC552$56.0K

Not filed for Q2 2023 yet (15)

Institutions that held Phillips 66 at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Avalon Investment & Advisory482,214$48.9M
Pathway Financial Advisers, LLC11,540$1.17M
Stillwater Investment Management, LLC9,903$1.00M
HighTower Trust Services, LTA8,732$883.9K
Cerro Pacific Wealth Advisors LLC7,635$774.1K
Kula Investments, LLC6,495$658.5K
Ahrens Investment Partners LLC5,220$529.2K
HNP Capital LLC3,628$367.8K
Parsec Financial Management, Inc.3,024$306.6K
LeJeune Puetz Investment Counsel LLC2,520$255.5K
Stonnington Group, LLC2,238$237.8K
Brainard Capital Management LLC2,178$220.8K
True Capital Management1,993$202.1K
Clear Perspectives Financial Planning, LLC204$20.7K
Householder Group Estate & Retirement Specialist, LLC125$13.0K