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, 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
- 1,541
- −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
- 617 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 11,576 | $1.10M | 0.01% | +3,258+39.2% | Added |
| SRN Advisors, LLC | 11,651 | $1.11M | 0.99% | −227−1.9% | Reduced |
| Guardian Wealth Management, Inc. | 11,659 | $1.11M | 1.02% | +225+2.0% | Added |
| Bragg Financial Advisors, Inc | 11,670 | $1.11M | 0.06% | −37−0.3% | Reduced |
| Massmutual Trust Co FSB | 11,676 | $1.11M | 0.04% | +104+0.9% | Added |
| Lido Advisors, LLC | 11,697 | $1.12M | 0.01% | +1,686+16.8% | Added |
| Cowa, LLC | 11,702 | $1.12M | 0.73% | +3,252+38.5% | Added |
| International Assets Investment Management, LLC | 93,888 | $1.12M | 0.15% | +45,866+95.5% | Added |
| Atlas Private Wealth Management | 11,756 | $1.12M | 0.59% | +1,853+18.7% | Added |
| Smith, Moore & Co. | 11,783 | $1.12M | 0.14% | +728+6.6% | Added |
| Fairfield, Bush & Co. | 11,927 | $1.14M | 0.31% | −148−1.2% | Reduced |
| Independent Financial Group, LLC | 11,934 | $1.14M | 0.08% | −353−2.9% | Reduced |
| Paragon Capital Management LLC | 12,033 | $1.15M | 0.66% | +130+1.1% | Added |
| Bangor Savings Bank | 12,052 | $1.15M | 0.13% | +373+3.2% | Added |
| Williams Jones Wealth Management, LLC. | 12,128 | $1.16M | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 12,261 | $1.17M | 0.01% | +3,269+36.4% | Added |
| Adirondack Trust Co | 10,604 | $1.18M | 0.55% | +114+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 12,504 | $1.19M | 0.08% | −648−4.9% | Reduced |
| Marion Wealth Management | 12,510 | $1.19M | 0.42% | +340+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 12,600 | $1.20M | 0.05% | +5,322+73.1% | Added |
| Ar Asset Management Inc | 12,600 | $1.20M | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 12,624 | $1.20M | 0.06% | −590−4.5% | Reduced |
| Wetherby Asset Management Inc | 12,715 | $1.21M | 0.07% | −368−2.8% | Reduced |
| Estate Counselors, LLC | 12,720 | $1.21M | 0.15% | 00.0% | Unchanged |
| Veracity Capital LLC | 12,747 | $1.22M | 0.52% | −125−1.0% | Reduced |
| Centiva Capital, LP | 12,826 | $1.22M | 0.06% | +12,826 | New |
| Valeo Financial Advisors, LLC | 12,873 | $1.23M | 0.06% | +1,813+16.4% | Added |
| Aurora Investment Counsel | 12,938 | $1.23M | 0.79% | −133−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 12,991 | $1.24M | 0.12% | +265+2.1% | Added |
| Welch & Forbes LLC | 13,049 | $1.24M | 0.02% | −72−0.5% | Reduced |
| iA Global Asset Management Inc. | 13,092 | $1.25M | 0.03% | +13,092 | New |
| Banque Cantonale Vaudoise | 13,202 | $1.26M | 0.06% | +4,000+43.5% | Added |
| Evercore Wealth Management, LLC | 13,252 | $1.26M | 0.02% | +1,478+12.6% | Added |
| Icon Wealth Partners, LLC | 13,285 | $1.27M | 0.13% | −2,092−13.6% | Reduced |
| Fruth Investment Management | 13,295 | $1.27M | 0.36% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,329 | $1.27M | 0.05% | −1,843−12.1% | Reduced |
| Exeter Financial, LLC | 12,525 | $1.27M | 0.66% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,356 | $1.27M | 0.05% | −5,347−28.6% | Reduced |
| Paradigm Asset Management Co LLC | 13,400 | $1.28M | 0.34% | +5,400+67.5% | Added |
| NewEdge Wealth, LLC | 13,421 | $1.28M | 0.04% | +6,239+86.9% | Added |
| Parallel Advisors, LLC | 13,427 | $1.28M | 0.04% | +726+5.7% | Added |
| Integrated Wealth Concepts LLC | 13,502 | $1.29M | 0.02% | +956+7.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,719 | $1.31M | 0.14% | −29,353−68.1% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.32M | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 13,921 | $1.33M | 0.01% | +1,736+14.2% | Added |
| Terry L. Blaker | 14,013 | $1.34M | 0.11% | +155+1.1% | Added |
| IHT Wealth Management, LLC | 14,115 | $1.35M | 0.07% | +6,115+76.4% | Added |
| Moors & Cabot, Inc. | 14,162 | $1.35M | 0.09% | −223−1.6% | Reduced |
| Alberta Investment Management Corp | 14,200 | $1.35M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,208 | $1.36M | 0.02% | −66−0.5% | Reduced |
| Inscription Capital, LLC | 14,321 | $1.37M | 0.42% | +832+6.2% | Added |
| Koshinski Asset Management, Inc. | 14,333 | $1.37M | 0.15% | −4,729−24.8% | Reduced |
| Teamwork Financial Advisors, LLC | 14,374 | $1.37M | 0.22% | +326+2.3% | Added |
| First Hawaiian Bank | 14,391 | $1.37M | 0.04% | −424−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,474 | $1.38M | 0.04% | −174−1.2% | Reduced |
| Harbour Investment Management LLC | 14,611 | $1.39M | 0.73% | −275−1.8% | Reduced |
| Stephens Inc | 14,861 | $1.42M | 0.03% | +955+6.9% | Added |
| Everett Harris & Co | 14,971 | $1.43M | 0.02% | −150−1.0% | Reduced |
| Capital Advisors Inc | 15,190 | $1.45M | 0.04% | +244+1.6% | Added |
| KMG Fiduciary Partners, LLC | 15,221 | $1.45M | 0.19% | +842+5.9% | Added |
| First Manhattan Co | 15,259 | $1.46M | 0.01% | −125−0.8% | Reduced |
| Tudor Investment Corp Et Al | 15,275 | $1.46M | 0.02% | −325,886−95.5% | Reduced |
| Western Wealth Management, LLC | 15,369 | $1.47M | 0.13% | +1,461+10.5% | Added |
| Hendley & Co Inc | 15,430 | $1.47M | 0.61% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15,453 | $1.47M | 0.04% | +5,090+49.1% | Added |
| Csenge Advisory Group | 15,530 | $1.48M | 0.10% | +3,638+30.6% | Added |
| Summit Financial, LLC | 15,565 | $1.48M | 0.11% | +2,985+23.7% | Added |
| Jefferies Financial Group Inc. | 15,604 | $1.49M | 0.03% | +4,056+35.1% | Added |
| Equitable Trust Co | 15,614 | $1.49M | 0.11% | −1,074−6.4% | Reduced |
| EHP Funds Inc. | 16,000 | $1.53M | 0.43% | +4,700+41.6% | Added |
| Fortem Financial Group, LLC | 16,053 | $1.53M | 0.91% | −2,408−13.0% | Reduced |
| Horizon Investment Services, LLC | 16,174 | $1.54M | 0.94% | +348+2.2% | Added |
| Americana Partners, LLC | 16,249 | $1.55M | 0.20% | +250+1.6% | Added |
| AlphaStar Capital Management, LLC | 16,290 | $1.55M | 0.18% | +292+1.8% | Added |
| Ingalls & Snyder LLC | 16,352 | $1.56M | 0.08% | +1,700+11.6% | Added |
| Pinnacle Wealth Management, LLC | 16,448 | $1.57M | 1.58% | +16,448 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,472 | $1.57M | 0.12% | −109−0.7% | Reduced |
| Shell Asset Management Co | 16,533 | $1.58M | 0.06% | +13,313+413.4% | Added |
| TBH Global Asset Management, LLC | 16,572 | $1.58M | 0.31% | −33−0.2% | Reduced |
| Moser Wealth Advisors, LLC | 16,606 | $1.58M | 1.07% | +16,606 | New |
| Curbstone Financial Management Corp | 16,622 | $1.59M | 0.38% | −54−0.3% | Reduced |
| Arvest Trust Co N A | 14,218 | $1.59M | 0.09% | +5,971+72.4% | Added |
| Northside Capital Management, LLC | 16,725 | $1.60M | 0.55% | −216−1.3% | Reduced |
| Harvest Portfolios Group Inc. | 16,914 | $1.61M | 0.07% | +550+3.4% | Added |
| Financial Counselors Inc | 17,100 | $1.63M | 0.03% | +158+0.9% | Added |
| HB Wealth Management, LLC | 17,193 | $1.64M | 0.03% | −251−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,206 | $1.64M | 0.04% | −2,082−10.8% | Reduced |
| Snowden Capital Advisors LLC | 17,273 | $1.65M | 0.06% | +4,656+36.9% | Added |
| Crescent Sterling, Ltd. | 17,320 | $1.65M | 1.57% | +319+1.9% | Added |
| Azzad Asset Management Inc | 17,340 | $1.65M | 0.22% | +470+2.8% | Added |
| Fernwood Investment Management, LLC | 17,480 | $1.67M | 0.59% | −150−0.9% | Reduced |
| Lincoln National Corp | 17,547 | $1.67M | 0.03% | +1,157+7.1% | Added |
| Cobblestone Capital Advisors LLC | 17,554 | $1.67M | 0.12% | +20.0% | Added |
| Community Bank, N.A. | 17,561 | $1.67M | 0.22% | +274+1.6% | Added |
| VisionPoint Advisory Group, LLC | 17,589 | $1.68M | 0.69% | +986+5.9% | Added |
| X-Square Capital, LLC | 19,556 | $1.68M | 1.13% | +17,012+668.7% | Added |
| Carret Asset Management, LLC | 17,708 | $1.69M | 0.22% | −250−1.4% | Reduced |
| Redwood Investment Management, LLC | 17,704 | $1.69M | 0.17% | +2,160+13.9% | Added |
| Clifford Swan Investment Counsel LLC | 17,748 | $1.69M | 0.07% | −80−0.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,750 | $1.69M | 0.06% | 00.0% | Unchanged |