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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 44,077 | $4.17M | 0.57% | −375−0.8% | Reduced |
| Level Four Advisory Services, LLC | 43,751 | $4.17M | 0.25% | −47−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 43,807 | $4.18M | 0.06% | −3,086−6.6% | Reduced |
| Colonial Trust Advisors | 44,025 | $4.20M | 0.47% | +1,756+4.2% | Added |
| Mirador Capital Partners LP | 44,134 | $4.21M | 1.00% | −293−0.7% | Reduced |
| Gateway Investment Advisers LLC | 44,258 | $4.22M | 0.05% | +9,436+27.1% | Added |
| King Luther Capital Management Corp | 44,271 | $4.22M | 0.02% | +2,120+5.0% | Added |
| Private Advisor Group, LLC | 41,399 | $4.25M | 0.04% | −343−0.8% | Reduced |
| Telos Capital Management, Inc. | 44,648 | $4.26M | 0.57% | +273+0.6% | Added |
| Stolper Co | 44,665 | $4.26M | 1.79% | −179−0.4% | Reduced |
| Country Club Bank | 46,239 | $4.37M | 0.35% | −3,168−6.4% | Reduced |
| Disciplined Investments, LLC | 45,875 | $4.38M | 2.34% | −40.0% | Reduced |
| Teza Capital Management LLC | 45,979 | $4.39M | 0.71% | +26,019+130.4% | Added |
| Dakota Wealth Management | 46,387 | $4.42M | 0.21% | +10,746+30.2% | Added |
| Berger Financial Group, Inc | 46,546 | $4.44M | 0.50% | −1,201−2.5% | Reduced |
| Rodgers Brothers Inc. | 46,918 | $4.48M | 0.79% | +2,250+5.0% | Added |
| Rothschild Investment Corp | 46,976 | $4.48M | 0.37% | +373+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,015 | $4.48M | 0.06% | +13,427+40.0% | Added |
| Avantax Advisory Services, Inc. | 47,407 | $4.52M | 0.05% | −18,296−27.8% | Reduced |
| NewSquare Capital LLC | 47,594 | $4.54M | 0.47% | +3,190+7.2% | Added |
| Wealthfront Advisers LLC | 47,616 | $4.54M | 0.02% | −4,423−8.5% | Reduced |
| Leavell Investment Management, Inc. | 48,259 | $4.60M | 0.31% | +2,900+6.4% | Added |
| Bridgeway Capital Management, LLC | 48,393 | $4.62M | 0.11% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 48,823 | $4.66M | 0.12% | −15,571−24.2% | Reduced |
| First National Bank of Omaha | 48,985 | $4.67M | 0.27% | −1,925−3.8% | Reduced |
| Cohen & Steers, Inc. | 49,089 | $4.68M | 0.01% | −6,825−12.2% | Reduced |
| Aigen Investment Management, LP | 49,301 | $4.70M | 0.69% | +49,301 | New |
| Salem Investment Counselors Inc | 49,898 | $4.76M | 0.17% | +1,325+2.7% | Added |
| RBF Capital, LLC | 50,000 | $4.77M | 0.30% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 50,230 | $4.79M | 0.11% | +1,886+3.9% | Added |
| Norinchukin Bank, The | 50,447 | $4.81M | 0.08% | +18,595+58.4% | Added |
| Cresset Asset Management, LLC | 50,647 | $4.83M | 0.03% | +37,489+284.9% | Added |
| Scotia Capital Inc. | 51,085 | $4.87M | 0.03% | +7,733+17.8% | Added |
| Atria Investments LLC | 51,100 | $4.87M | 0.09% | +578+1.1% | Added |
| Kesler, Norman & Wride, LLC | 51,197 | $4.88M | 1.18% | +2,709+5.6% | Added |
| Tocqueville Asset Management L.P. | 51,509 | $4.91M | 0.09% | −1,850−3.5% | Reduced |
| Nissay Asset Management Corp | 51,576 | $4.92M | 0.04% | −3,023−5.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 51,980 | $4.96M | 1.08% | +2,372+4.8% | Added |
| Jacobs Levy Equity Management, Inc | 52,578 | $5.01M | 0.03% | +18,624+54.9% | Added |
| Kornitzer Capital Management Inc | 53,166 | $5.07M | 0.10% | −170.0% | Reduced |
| Atlantic Union Bankshares Corp | 53,265 | $5.08M | 0.51% | −6,778−11.3% | Reduced |
| Brown Advisory Inc | 53,278 | $5.08M | 0.01% | −2,905−5.2% | Reduced |
| Park Avenue Securities LLC | 53,371 | $5.09M | 0.08% | +3,018+6.0% | Added |
| CIBC World Markets Corp | 53,782 | $5.13M | 0.04% | +30,217+128.2% | Added |
| Brick & Kyle, Associates | 53,653 | $5.16M | 2.76% | +64+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 54,145 | $5.16M | 0.54% | +14,310+35.9% | Added |
| Czech National Bank | 54,337 | $5.18M | 0.12% | −549−1.0% | Reduced |
| Nkcfo LLC | 54,500 | $5.20M | 2.39% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 54,543 | $5.20M | 0.78% | −2,001−3.5% | Reduced |
| Commerce Bank | 54,982 | $5.24M | 0.04% | −538−1.0% | Reduced |
| USS Investment Management Ltd | 55,100 | $5.26M | 0.06% | +7,200+15.0% | Added |
| Wesbanco Bank Inc | 55,343 | $5.28M | 0.22% | −1,044−1.9% | Reduced |
| Credit Agricole S A | 56,397 | $5.38M | 0.17% | −6,756−10.7% | Reduced |
| Engineers Gate Manager LP | 56,659 | $5.40M | 0.20% | +56,659 | New |
| AE Wealth Management LLC | 56,922 | $5.43M | 0.03% | +7,967+16.3% | Added |
| Wintrust Investments LLC | 57,160 | $5.45M | 0.55% | −4,477−7.3% | Reduced |
| Geneos Wealth Management Inc. | 57,997 | $5.53M | 0.29% | +9,174+18.8% | Added |
| PGGM Investments | 58,246 | $5.56M | 0.09% | +19,866+51.8% | Added |
| Advisory Services Network, LLC | 58,347 | $5.57M | 0.15% | +3,538+6.5% | Added |
| CIBC Private Wealth Group, LLC | 58,427 | $5.57M | 0.01% | −1,421−2.4% | Reduced |
| Cetera Advisor Networks LLC | 60,688 | $5.79M | 0.04% | −519−0.8% | Reduced |
| Oppenheimer & Co Inc | 61,029 | $5.82M | 0.12% | +4,272+7.5% | Added |
| Montgomery Investment Management Inc | 61,042 | $5.82M | 1.96% | −200−0.3% | Reduced |
| Congress Wealth Management LLC | 61,504 | $5.87M | 0.14% | +347+0.6% | Added |
| LMR Partners LLP | 61,520 | $5.87M | 0.13% | +61,520 | New |
| First American Trust, FSB | 61,768 | $5.89M | 0.81% | +773+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,281 | $5.94M | 0.02% | +3,526+6.0% | Added |
| Alley Investment Management Company, LLC | 62,291 | $5.94M | 0.96% | +761+1.2% | Added |
| Daymark Wealth Partners, LLC | 62,988 | $6.01M | 0.45% | +35,621+130.2% | Added |
| Artemis Investment Management LLP | 63,812 | $6.08M | 0.08% | −513,667−88.9% | Reduced |
| Cypress Capital Group | 64,323 | $6.14M | 0.89% | +545+0.9% | Added |
| Simmons Bank | 64,668 | $6.17M | 0.52% | +3,796+6.2% | Added |
| Federated Hermes, Inc. | 65,169 | $6.22M | 0.02% | +15,878+32.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 65,190 | $6.22M | 0.03% | +42,391+185.9% | Added |
| Royal Fund Management, LLC | 65,511 | $6.25M | 0.88% | +140.0% | Added |
| Mutual of America Capital Management LLC | 66,032 | $6.30M | 0.07% | −669−1.0% | Reduced |
| New York Life Investment Management LLC | 66,847 | $6.38M | 0.07% | −8,103−10.8% | Reduced |
| Janus Henderson Group PLC | 67,104 | $6.40M | 0.00% | −6,818−9.2% | Reduced |
| Foundation Resource Management Inc | 68,005 | $6.49M | 1.08% | −230.0% | Reduced |
| Meitav Dash Investments Ltd | 49,976 | $6.51M | 0.05% | +23,596+89.4% | Added |
| Mount Yale Investment Advisors, LLC | 68,809 | $6.56M | 0.70% | −2,054−2.9% | Reduced |
| Osborne Partners Capital Management, LLC | 69,317 | $6.61M | 0.48% | +1,014+1.5% | Added |
| Bryn Mawr Trust Co | 69,402 | $6.62M | 0.28% | −1,834−2.6% | Reduced |
| D.A. Davidson & Co. | 69,464 | $6.63M | 0.07% | +1,920+2.8% | Added |
| Opus Investment Management Inc | 70,089 | $6.69M | 2.40% | −9,600−12.0% | Reduced |
| AXA S.A. | 71,198 | $6.79M | 0.02% | −233,586−76.6% | Reduced |
| Fort Point Capital Partners LLC | 71,609 | $6.83M | 1.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 73,160 | $6.98M | 0.56% | −1,023−1.4% | Reduced |
| Xponance, Inc. | 73,902 | $7.05M | 0.09% | −2,205−2.9% | Reduced |
| Venture Visionary Partners LLC | 74,158 | $7.07M | 0.42% | +1,040+1.4% | Added |
| Marco Investment Management LLC | 74,530 | $7.11M | 0.77% | −1,528−2.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 75,627 | $7.21M | 0.11% | −10,053−11.7% | Reduced |
| Payden & Rygel | 76,100 | $7.26M | 0.51% | −13,900−15.4% | Reduced |
| Yousif Capital Management, LLC | 78,318 | $7.47M | 0.09% | −962−1.2% | Reduced |
| Calamos Advisors LLC | 78,461 | $7.48M | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 79,067 | $7.54M | 0.10% | −3,900−4.7% | Reduced |
| Canada Pension Plan Investment Board | 79,346 | $7.57M | 0.01% | −189,200−70.5% | Reduced |
| Schroder Investment Management Group | 79,455 | $7.58M | 0.01% | −12,218−13.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,027 | $7.63M | 0.06% | +1,028+1.3% | Added |
| Kestra Advisory Services, LLC | 80,297 | $7.66M | 0.08% | +19,845+32.8% | Added |