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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 26,572 | $2.53M | 0.09% | +504+1.9% | Added |
| Fundamentun, LLC | 26,708 | $2.55M | 0.39% | +659+2.5% | Added |
| Ferguson Wellman Capital Management, Inc | 26,925 | $2.57M | 0.06% | +341+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,964 | $2.57M | 0.03% | −3,219−10.7% | Reduced |
| JustInvest LLC | 27,092 | $2.58M | 0.08% | +1,906+7.6% | Added |
| CFM Wealth Partners LLC | 27,400 | $2.61M | 0.63% | +36+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 23,718 | $2.62M | 0.43% | +10,746+82.8% | Added |
| River Wealth Advisors LLC | 27,520 | $2.62M | 0.45% | −745−2.6% | Reduced |
| Prospera Financial Services Inc | 27,603 | $2.63M | 0.10% | +1,409+5.4% | Added |
| TD Private Client Wealth LLC | 27,734 | $2.65M | 0.11% | −89−0.3% | Reduced |
| Baxter Bros Inc | 28,185 | $2.69M | 0.40% | +1,855+7.0% | Added |
| Resources Investment Advisors, LLC. | 28,229 | $2.69M | 0.06% | −41−0.1% | Reduced |
| Parsons Capital Management Inc | 28,357 | $2.70M | 0.21% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,400 | $2.71M | 0.06% | −1,900−6.3% | Reduced |
| Segall Bryant & Hamill, LLC | 28,639 | $2.73M | 0.03% | −1,854−6.1% | Reduced |
| Central Trust Co | 28,746 | $2.74M | 0.08% | −405−1.4% | Reduced |
| Johnson Investment Counsel Inc | 28,886 | $2.76M | 0.03% | −1,412−4.7% | Reduced |
| Riverview Capital Advisers, LLC | 28,936 | $2.76M | 1.21% | −370−1.3% | Reduced |
| Ellerson Group Inc | 28,955 | $2.76M | 2.63% | −100−0.3% | Reduced |
| Mount Lucas Management LP | 28,971 | $2.76M | 0.99% | −31,616−52.2% | Reduced |
| BNC Wealth Management, LLC | 29,001 | $2.77M | 1.47% | +8,512+41.5% | Added |
| Profund Advisors LLC | 29,033 | $2.77M | 0.15% | −3,576−11.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 29,639 | $2.83M | 0.56% | +739+2.6% | Added |
| Balyasny Asset Management LLC | 29,730 | $2.84M | 0.01% | +15,834+113.9% | Added |
| Procyon Private Wealth Partners, LLC | 29,840 | $2.85M | 0.36% | +5,135+20.8% | Added |
| Citizens National Bank Trust Department | 30,485 | $2.91M | 0.77% | −2,854−8.6% | Reduced |
| Wolverine Trading, LLC | 31,091 | $2.94M | 0.04% | −4,993−13.8% | Reduced |
| Fifth Third Bancorp | 31,034 | $2.96M | 0.01% | −1,587−4.9% | Reduced |
| Vestcor Inc | 31,097 | $2.97M | 0.11% | +3,691+13.5% | Added |
| SWS Partners | 31,163 | $2.97M | 1.07% | +1,799+6.1% | Added |
| TownSquare Capital, LLC | 31,184 | $2.97M | 0.05% | +4,363+16.3% | Added |
| Ziegler Capital Management, LLC | 31,211 | $2.98M | 0.11% | −740−2.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 32,021 | $3.05M | 2.10% | +39+0.1% | Added |
| Exencial Wealth Advisors, LLC | 32,052 | $3.06M | 0.14% | +47+0.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $3.07M | 0.91% | 00.0% | Unchanged |
| Hartford Investment Management Co | 32,170 | $3.07M | 0.12% | −7,090−18.1% | Reduced |
| Tweedy, Browne Co LLC | 32,271 | $3.08M | 0.16% | 00.0% | Unchanged |
| Van Eck Associates Corp | 32,295 | $3.08M | 0.01% | +395+1.2% | Added |
| Man Group plc | 32,348 | $3.09M | 0.01% | – | – |
| Heritage Trust Co | 32,421 | $3.09M | 0.45% | +174+0.5% | Added |
| Magnetar Financial LLC | 32,567 | $3.11M | 0.07% | +32,567 | New |
| Swiss Life Asset Management Ltd | 32,786 | $3.13M | 0.05% | −5,508−14.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,959 | $3.14M | 0.00% | +900+2.8% | Added |
| McDonald Partners LLC | 32,984 | $3.15M | 0.96% | −157−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 33,098 | $3.16M | 0.12% | −1,450−4.2% | Reduced |
| Colonial Trust Co | 33,144 | $3.16M | 0.76% | +173+0.5% | Added |
| Northeast Financial Consultants Inc | 33,200 | $3.17M | 0.19% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 34,000 | $3.24M | 0.48% | +34,000 | New |
| CX Institutional | 34,082 | $3.25M | 0.17% | +30,896+969.7% | Added |
| First American Bank | 34,151 | $3.26M | 0.28% | −3,153−8.5% | Reduced |
| Arkadios Wealth Advisors | 34,623 | $3.30M | 0.38% | −34−0.1% | Reduced |
| Mattern Wealth Management LLC | 34,664 | $3.31M | 0.96% | +4,276+14.1% | Added |
| Meeder Asset Management Inc | 34,784 | $3.32M | 0.24% | −6,004−14.7% | Reduced |
| Pinnacle Associates Ltd | 34,942 | $3.33M | 0.06% | +108+0.3% | Added |
| Atria Wealth Solutions, Inc. | 34,989 | $3.34M | 0.05% | −962−2.7% | Reduced |
| Martin Capital Partners, LLC | 35,116 | $3.35M | 1.36% | −1,078−3.0% | Reduced |
| Nations Financial Group Inc, | 35,120 | $3.35M | 0.33% | +214+0.6% | Added |
| Maryland State Retirement & Pension System | 35,192 | $3.36M | 0.07% | −1,857−5.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,340 | $3.37M | 0.01% | −116−0.3% | Reduced |
| Cetera Investment Advisers | 35,560 | $3.39M | 0.03% | −4,792−11.9% | Reduced |
| Oregon Public Employees Retirement Fund | 35,718 | $3.41M | 0.04% | −69,675−66.1% | Reduced |
| 1832 Asset Management L.P. | 36,058 | $3.44M | 0.01% | +36,058 | New |
| Daiwa Securities Group Inc. | 36,111 | $3.44M | 0.02% | −526−1.4% | Reduced |
| Invesco, LLC | 36,195 | $3.45M | 1.70% | +36,195 | New |
| Marathon Capital Management | 36,380 | $3.47M | 0.86% | −3,900−9.7% | Reduced |
| Ameritas Investment Partners, Inc. | 36,445 | $3.48M | 0.13% | −2,666−6.8% | Reduced |
| Farmers & Merchants Investments Inc | 36,532 | $3.48M | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 36,623 | $3.49M | 0.08% | +2,872+8.5% | Added |
| Brady Family Wealth, LLC | 36,852 | $3.51M | 1.31% | +651+1.8% | Added |
| Kentucky Retirement Systems | 36,894 | $3.52M | 0.12% | +49+0.1% | Added |
| Alpha Omega Wealth Management LLC | 37,399 | $3.57M | 0.60% | +215+0.6% | Added |
| Securian Asset Management, Inc | 37,433 | $3.57M | 0.09% | −1,131−2.9% | Reduced |
| Altrius Capital Management Inc | 37,922 | $3.62M | 1.07% | +425+1.1% | Added |
| Elo Mutual Pension Insurance Co | 37,930 | $3.62M | 0.11% | +192+0.5% | Added |
| Alta Capital Management LLC | 38,052 | $3.63M | 0.25% | +761+2.0% | Added |
| Chatham Capital Group, Inc. | 38,215 | $3.64M | 0.77% | −1,000−2.6% | Reduced |
| Shorepoint Capital Partners LLC | 38,973 | $3.72M | 1.05% | +1,278+3.4% | Added |
| Intact Investment Management Inc. | 39,500 | $3.77M | 0.15% | −9,500−19.4% | Reduced |
| Mackenzie Financial Corp | 39,644 | $3.79M | 0.01% | −1,428−3.5% | Reduced |
| Coldstream Capital Management Inc | 39,775 | $3.79M | 0.12% | −300−0.7% | Reduced |
| Cerity Partners LLC | 39,806 | $3.80M | 0.01% | +282+0.7% | Added |
| HM Payson & Co | 40,090 | $3.82M | 0.09% | −314−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,274 | $3.84M | 0.06% | +213+0.5% | Added |
| Gotham Asset Management, LLC | 40,695 | $3.88M | 0.08% | +11,361+38.7% | Added |
| Meyer Handelman Co | 40,772 | $3.89M | 0.16% | −7,000−14.7% | Reduced |
| Huntington National Bank | 40,852 | $3.90M | 0.04% | −480−1.2% | Reduced |
| Prudential PLC | 40,910 | $3.90M | 0.05% | −2,429−5.6% | Reduced |
| Toroso Investments, LLC | 41,349 | $3.94M | 0.12% | +13,609+49.1% | Added |
| Federation des caisses Desjardins du Quebec | 41,401 | $3.95M | 0.04% | +15,949+62.7% | Added |
| Acadian Asset Management LLC | 41,485 | $3.95M | 0.02% | −435,406−91.3% | Reduced |
| Cary Street Partners Asset Management LLC | 41,501 | $3.96M | 0.74% | +145+0.4% | Added |
| British Columbia Investment Management Corp | 41,569 | $3.96M | 0.04% | −528−1.3% | Reduced |
| Texas Yale Capital Corp. | 41,613 | $3.97M | 0.19% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 42,129 | $4.02M | 1.52% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 42,400 | $4.04M | 0.29% | −1,728−3.9% | Reduced |
| Umb Bank N A | 42,472 | $4.05M | 0.06% | −160.0% | Reduced |
| Canal Insurance CO | 42,500 | $4.05M | 1.14% | +10,000+30.8% | Added |
| Ancora Advisors, LLC | 43,157 | $4.12M | 0.11% | −926−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 43,315 | $4.13M | 0.02% | −12,395−22.2% | Reduced |
| Bank of Nova Scotia | 43,571 | $4.16M | 0.01% | +3,248+8.1% | Added |