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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 17,765 | $1.69M | 0.71% | +9,353+111.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,766 | $1.69M | 1.02% | +509+2.9% | Added |
| Auxier Asset Management | 17,812 | $1.70M | 0.28% | 00.0% | Unchanged |
| Ergoteles LLC | 17,840 | $1.70M | 0.08% | −205,452−92.0% | Reduced |
| Dynamic Advisor Solutions LLC | 17,847 | $1.70M | 0.09% | −544−3.0% | Reduced |
| Independent Advisor Alliance | 17,876 | $1.71M | 0.08% | +1,493+9.1% | Added |
| Telemus Capital, LLC | 17,898 | $1.71M | 0.14% | −74−0.4% | Reduced |
| FDx Advisors, Inc. | 17,964 | $1.71M | 0.09% | −8,112−31.1% | Reduced |
| Vontobel Holding Ltd. | 18,030 | $1.72M | 0.02% | +209+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 18,099 | $1.73M | 0.03% | +5,668+45.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 18,232 | $1.74M | 0.49% | −5,154−22.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.75M | 0.25% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,353 | $1.75M | 0.00% | −618,336−97.1% | Reduced |
| Intrust Bank NA | 18,438 | $1.76M | 0.21% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,488 | $1.76M | 0.15% | −230−1.2% | Reduced |
| Cercano Management LLC | 18,500 | $1.76M | 0.06% | +18,500 | New |
| STRS Ohio | 18,667 | $1.78M | 0.01% | +1,200+6.9% | Added |
| apricus wealth, LLC | 18,015 | $1.78M | 1.57% | −25−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,742 | $1.79M | 0.03% | +5,375+40.2% | Added |
| Bartlett & Co. LLC | 18,742 | $1.79M | 0.03% | +5,375+40.2% | Added |
| Hussman Strategic Advisors, Inc. | 18,800 | $1.79M | 0.33% | +18,800 | New |
| Empirical Finance, LLC | 18,843 | $1.80M | 0.14% | +6,063+47.4% | Added |
| Keystone Wealth Services, LLC | 18,843 | $1.80M | 0.67% | +70.0% | Added |
| Cornercap Investment Counsel Inc | 18,846 | $1.80M | 0.31% | +393+2.1% | Added |
| CIBC World Markets Inc. | 18,888 | $1.80M | 0.01% | −9,471−33.4% | Reduced |
| Mather Group, LLC. | 18,899 | $1.80M | 0.03% | +280+1.5% | Added |
| Tokio Marine Asset Management Co Ltd | 19,033 | $1.82M | 0.12% | −128−0.7% | Reduced |
| Convergence Investment Partners, LLC | 19,364 | $1.85M | 1.06% | −308−1.6% | Reduced |
| Advisor Partners II, LLC | 19,375 | $1.85M | 0.09% | −201−1.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,580 | $1.87M | 0.84% | +190+1.0% | Added |
| Gladstone Institutional Advisory LLC | 19,628 | $1.87M | 0.11% | +1,458+8.0% | Added |
| Worldquant Millennium Advisors LLC | 19,639 | $1.87M | 0.03% | +7,417+60.7% | Added |
| Cunning Capital Partners, LP | 0 | $1.88M | 1.19% | −19,750−100.0% | Reduced |
| CWM, LLC | 19,928 | $1.90M | 0.01% | +1,970+11.0% | Added |
| Metropolitan Life Insurance Co | 19,996 | $1.91M | 0.09% | −846−4.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,072 | $1.91M | 1.89% | −1,232−5.8% | Reduced |
| Somerset Trust Co | 20,085 | $1.92M | 0.82% | −677−3.3% | Reduced |
| Vident Investment Advisory, LLC | 20,180 | $1.93M | 0.07% | −5,202−20.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,370 | $1.94M | 0.58% | +1,582+8.4% | Added |
| HBK Sorce Advisory LLC | 20,373 | $1.94M | 0.08% | −1,256−5.8% | Reduced |
| Hartford Financial Management Inc. | 20,593 | $1.96M | 0.49% | −25−0.1% | Reduced |
| Shelton Capital Management | 20,672 | $1.97M | 0.07% | +906+4.6% | Added |
| Regal Investment Advisors LLC | 20,707 | $1.98M | 0.17% | −5,194−20.1% | Reduced |
| Commerzbank Aktiengesellschaft | 20,784 | $1.98M | 0.10% | +20,784 | New |
| Patten & Patten Inc | 20,882 | $1.99M | 0.16% | −335−1.6% | Reduced |
| Cheviot Value Management, LLC | 20,922 | $2.00M | 0.44% | +839+4.2% | Added |
| City Holding Co | 21,009 | $2.00M | 0.34% | −742−3.4% | Reduced |
| Seven Eight Capital, LP | 21,074 | $2.01M | 0.33% | +15,953+311.5% | Added |
| First Nebraska Trust Co | 21,125 | $2.01M | 0.24% | +438+2.1% | Added |
| Neville Rodie & Shaw Inc | 21,172 | $2.02M | 0.17% | 00.0% | Unchanged |
| XML Financial, LLC | 21,320 | $2.03M | 0.24% | −942−4.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,473 | $2.05M | 0.08% | −1,213−5.3% | Reduced |
| Synovus Financial Corp | 21,486 | $2.05M | 0.02% | +240+1.1% | Added |
| Burney Co | 21,514 | $2.05M | 0.09% | +292+1.4% | Added |
| MAI Capital Management | 21,713 | $2.07M | 0.03% | −1,675−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 21,806 | $2.08M | 0.05% | +2,265+11.6% | Added |
| Strategic Wealth Partners, Ltd. | 21,905 | $2.09M | 0.27% | +1,519+7.5% | Added |
| Metis Global Partners, LLC | 21,950 | $2.09M | 0.11% | +2,124+10.7% | Added |
| Cullen/Frost Bankers, Inc. | 22,094 | $2.11M | 0.04% | −333−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 22,120 | $2.11M | 0.39% | −16,120−42.2% | Reduced |
| Becker Capital Management Inc | 22,140 | $2.11M | 0.08% | +29+0.1% | Added |
| Miracle Mile Advisors, LLC | 22,303 | $2.13M | 0.06% | +428+2.0% | Added |
| NorthCrest Asset Manangement, LLC | 22,304 | $2.13M | 0.08% | −340−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 22,337 | $2.13M | 0.02% | −4,471−16.7% | Reduced |
| Veritable, L.P. | 22,424 | $2.14M | 0.03% | −81−0.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 20,018 | $2.14M | 0.81% | −5,607−21.9% | Reduced |
| Regions Financial Corp | 22,484 | $2.14M | 0.02% | −3,797−14.4% | Reduced |
| New Mexico Educational Retirement Board | 22,628 | $2.16M | 0.09% | +800+3.7% | Added |
| Cardinal Capital Management | 22,691 | $2.16M | 0.44% | +476+2.1% | Added |
| Leonteq Securities AG | 22,751 | $2.17M | 0.22% | +8,406+58.6% | Added |
| Wedbush Securities Inc | 22,749 | $2.17M | 0.10% | −1,405−5.8% | Reduced |
| Hancock Whitney Corp | 22,745 | $2.17M | 0.09% | +18+0.1% | Added |
| Brinker Capital Investments, LLC | 22,900 | $2.18M | 0.02% | −203,362−89.9% | Reduced |
| Orion Portfolio Solutions, LLC | 22,900 | $2.18M | 0.02% | −203,362−89.9% | Reduced |
| Argyle Capital Management Inc. | 22,996 | $2.19M | 0.79% | −333−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,232 | $2.22M | 0.08% | −134−0.6% | Reduced |
| Bessemer Group Inc | 23,252 | $2.22M | 0.00% | +3,674+18.8% | Added |
| Zacks Investment Management | 23,345 | $2.23M | 0.03% | −1,290−5.2% | Reduced |
| Beacon Pointe Advisors, LLC | 23,449 | $2.24M | 0.04% | +1,344+6.1% | Added |
| Cetera Advisors LLC | 23,452 | $2.24M | 0.04% | −217−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 23,522 | $2.24M | 0.02% | +23,522 | New |
| Herold Advisors, Inc. | 23,929 | $2.28M | 0.70% | +2,156+9.9% | Added |
| DCM Advisors, LLC | 23,994 | $2.29M | 0.98% | −14−0.1% | Reduced |
| German American Bancorp, Inc. | 24,207 | $2.31M | 0.32% | +44+0.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,374 | $2.32M | 1.00% | −124−0.5% | Reduced |
| Demars Financial Group, LLC | 24,438 | $2.33M | 1.29% | −955−3.8% | Reduced |
| Clearbridge Investments, LLC | 25,157 | $2.40M | 0.00% | −1,675−6.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 25,216 | $2.41M | 0.45% | −634−2.5% | Reduced |
| PFW Advisors LLC | 20,879 | $2.44M | 0.81% | +20,879 | New |
| SevenBridge Financial Group, LLC | 25,571 | $2.44M | 0.63% | +366+1.5% | Added |
| Garrison Asset Management, LLC | 25,619 | $2.44M | 1.46% | +321+1.3% | Added |
| Candriam Luxembourg S.C.A. | 25,641 | $2.45M | 0.02% | −6,359−19.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,641 | $2.45M | 0.19% | +1,594+6.6% | Added |
| Davenport & Co LLC | 25,798 | $2.46M | 0.02% | −3,015−10.5% | Reduced |
| Hodges Capital Management Inc. | 17,605 | $2.47M | 0.14% | +3,853+28.0% | Added |
| SG Americas Securities, LLC | 26,223 | $2.50M | 0.02% | −23,537−47.3% | Reduced |
| Principle Wealth Partners LLC | 26,240 | $2.50M | 0.25% | 00.0% | Unchanged |
| Brookstone Capital Management | 25,204 | $2.51M | 0.05% | −3,288−11.5% | Reduced |
| LexAurum Advisors, LLC | 26,310 | $2.51M | 0.76% | −766−2.8% | Reduced |
| Wisconsin Capital Management LLC | 26,420 | $2.52M | 1.63% | −4,775−15.3% | Reduced |