Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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, Q2 2023

Institutional positions in Phillips 66 as of Jun 30, 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: 1,542; −16 vs. Q1 2023
Shares held: 324.1M; −37.3M (−10.3%) vs. Q1 2023
Total value: $30.9B; −$2.48B (−7.4%) vs. Q1 2023
New holders: 102; 556 more added
Sold out: 118; 618 more reduced

15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,542 institutions

Value heldQ2 2023: $30.9B

Institutions holding PSX and their total value by quarter
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, Q2 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2023.

Institutions holding PSX in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Comerica Bank	427,847	$40	0.00%	+427,847	New
St. Johns Investment Management Company, LLC	1	$95	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	1	$96	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	2	$191	0.00%	00.0%	Unchanged
PFS Partners, LLC	2	$206	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	7	$668	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	7	$668	0.00%	00.0%	Unchanged
True Wealth Design, LLC	7	$668	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	8	$763	0.00%	−57−87.7%	Reduced
Sugarloaf Wealth Management, LLC	8	$763	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	10	$954	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	10	$1.00K	0.00%	+10	New
Delta Asset Management LLC	17	$1.62K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	19	$1.81K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$1.91K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	30	$2.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	25	$2.38K	0.00%	00.0%	Unchanged
Trivant Custom Portfolio Group, LLC	25	$2.38K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	28	$2.67K	0.00%	−350−92.6%	Reduced
CGC Financial Services, LLC	28	$2.67K	0.00%	+28	New
Highline Wealth Partners LLC	30	$2.86K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$3.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	27	$3.00K	0.00%	00.0%	Unchanged
Psagot Value Holdings Ltd. / (Israel)	27	$3.00K	0.00%	+27	New
Credential Qtrade Securities Inc.	32	$3.05K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	38	$3.62K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	40	$3.78K	0.00%	+40	New
RE Dickinson Investment Advisors, LLC	43	$4.00K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	42	$4.01K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	44	$4.20K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	44	$4.20K	0.00%	+7+18.9%	Added
Maryland Capital Advisors Inc.	46	$4.39K	0.00%	00.0%	Unchanged
Cypress Capital Management LLC (WY)	50	$4.77K	0.01%	00.0%	Unchanged
Clean Yield Group	55	$5.25K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	61	$5.82K	0.00%	00.0%	Unchanged
Assetmark, Inc	62	$5.91K	0.00%	+62	New
Financial Perspectives, Inc	63	$6.01K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	65	$6.21K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	66	$6.29K	0.00%	+65+6,500.0%	Added
Delos Wealth Advisors, LLC	66	$6.30K	0.01%	00.0%	Unchanged
Abound Wealth Management	67	$6.41K	0.00%	+9+15.5%	Added
Webster Bank, N. A.	70	$6.68K	0.00%	−3−4.1%	Reduced
HighMark Wealth Management LLC	71	$6.78K	0.01%	+1+1.4%	Added
Tilia Fiduciary Partners, Inc.	72	$6.88K	0.01%	+1+1.4%	Added
PSI Advisors, LLC	81	$7.73K	0.00%	+12+17.4%	Added
Parallax Volatility Advisers, L.P.	90	$8.58K	0.00%	−24,595−99.6%	Reduced
J.Safra Asset Management Corp	92	$8.78K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	92	$8.80K	0.01%	+27+41.5%	Added
Raffa Wealth Management, LLC	96	$9.16K	0.00%	00.0%	Unchanged
Operose Advisors LLC	96	$9.16K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	99	$9.44K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	100	$9.54K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	101	$9.63K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	102	$9.73K	0.00%	+2+2.0%	Added
Kenfarb & Co.	104	$9.92K	0.01%	00.0%	Unchanged
First Community Trust NA	111	$10.6K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	112	$10.7K	0.00%	+112	New
Truvestments Capital LLC	118	$11.3K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	119	$11.3K	0.00%	+11+10.2%	Added
New Millennium Group LLC	121	$11.5K	0.01%	−30−19.9%	Reduced
Stephens Consulting, LLC	133	$12.7K	0.01%	00.0%	Unchanged
Northwest Bank & Trust Co	138	$13.2K	0.01%	+138	New
Sofos Investments, Inc.	95	$13.6K	0.06%	−6−5.9%	Reduced
Horizon Bancorp Inc	144	$14.0K	0.01%	00.0%	Unchanged
Safeguard Financial, LLC	153	$14.0K	0.01%	+153	New
American State Bank (Iowa)	150	$14.3K	0.01%	+45+42.9%	Added
Global Wealth Management Investment Advisory, Inc.	150	$14.3K	0.00%	+150	New
Roble, Belko & Company, Inc	162	$15.0K	0.00%	+52+47.3%	Added
Wolff Wiese Magana LLC	159	$15.2K	0.01%	00.0%	Unchanged
Atticus Wealth Management, LLC	160	$15.3K	0.01%	00.0%	Unchanged
Glen Eagle Advisors, LLC	160	$15.3K	0.00%	+57+55.3%	Added
Legacy Bridge, LLC	161	$15.4K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	162	$15.5K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	168	$16.0K	0.00%	00.0%	Unchanged
Lagoda Investment Management, L.P.	170	$16.2K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	171	$16.3K	0.01%	+30+21.3%	Added
Arrow Financial Corp	175	$16.7K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	175	$16.7K	0.00%	00.0%	Unchanged
First Command Bank	176	$16.8K	0.00%	−218−55.3%	Reduced
First Command Financial Services, Inc.	176	$16.8K	0.00%	−218−55.3%	Reduced
First PREMIER Bank	176	$17.0K	0.00%	−200−53.2%	Reduced
Byrne Asset Management LLC	173	$17.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	174	$17.0K	0.00%	+174	New
Blue Bell Private Wealth Management, LLC	179	$17.1K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	179	$17.1K	0.00%	00.0%	Unchanged
West Branch Capital LLC	184	$17.5K	0.01%	00.0%	Unchanged
Silvant Capital Management LLC	186	$17.7K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	196	$18.7K	0.00%	−7−3.4%	Reduced
FSC Wealth Advisors, LLC	199	$19.0K	0.02%	00.0%	Unchanged
Coston, McIsaac & Partners	200	$19.0K	0.01%	−25−11.1%	Reduced
Hoey Investments, Inc	200	$19.1K	0.01%	−12−5.7%	Reduced
Antonetti Capital Management LLC	200	$19.1K	0.03%	00.0%	Unchanged
GoalVest Advisory LLC	200	$19.1K	0.01%	+200	New
Robinswood Financial LLC	200	$19.1K	0.01%	+200	New
Glass Jacobson Investment Advisors llc	210	$20.0K	0.01%	+210	New
Earnest Partners LLC	211	$20.1K	0.00%	00.0%	Unchanged
Founders Capital Management	215	$20.5K	0.01%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	219	$20.9K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	220	$21.0K	0.00%	00.0%	Unchanged
Lazard Asset Management LLC	227	$21.0K	0.00%	−28−11.0%	Reduced