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
- 1,542
- −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.
| 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 |
|---|---|---|---|---|---|
| TSFG, LLC | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 230 | $21.9K | 0.01% | +6+2.7% | Added |
| 25 LLC | 222 | $22.8K | 0.01% | +7+3.3% | Added |
| SJS Investment Consulting Inc. | 247 | $23.6K | 0.01% | −9−3.5% | Reduced |
| Pacifica Partners Inc. | 249 | $23.9K | 0.01% | −55−18.1% | Reduced |
| Horizons Wealth Management | 253 | $24.1K | 0.02% | +253 | New |
| CNB Bank | 257 | $24.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $25.3K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 267 | $25.5K | 0.01% | +267 | New |
| Country Trust Bank | 269 | $25.7K | 0.00% | +250+1,315.8% | Added |
| Brown, Lisle/Cummings, Inc. | 275 | $26.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 290 | $27.7K | 0.01% | −29−9.1% | Reduced |
| Hoese & Co LLP | 302 | $28.8K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $29.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 312 | $29.7K | 0.02% | +2+0.6% | Added |
| Tradewinds Capital Management, LLC | 314 | $29.9K | 0.01% | +3+1.0% | Added |
| Private Ocean, LLC | 315 | $30.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 316 | $30.1K | 0.02% | +94+42.3% | Added |
| Core Alternative Capital | 317 | $30.2K | 0.00% | +19+6.4% | Added |
| Rocky Mountain Advisers, LLC | 299 | $30.3K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 318 | $30.3K | 0.01% | +318 | New |
| WFA of San Diego, LLC | 319 | $30.4K | 0.03% | +319 | New |
| First Financial Corp | 345 | $32.9K | 0.02% | +42+13.9% | Added |
| Strengthening Families & Communities, LLC | 348 | $33.0K | 0.01% | +254+270.2% | Added |
| Norwood Financial Corp | 355 | $33.9K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 355 | $33.9K | 0.01% | +1+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 363 | $34.6K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 370 | $35.0K | 0.01% | −204−35.5% | Reduced |
| Evolution Advisers, Inc. | 383 | $36.0K | 0.03% | −10−2.5% | Reduced |
| Kelly Financial Services LLC | 383 | $36.5K | 0.02% | +228+147.1% | Added |
| PrairieView Partners, LLC | 396 | $37.0K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 394 | $37.6K | 0.02% | +394 | New |
| FinTrust Capital Advisors, LLC | 368 | $38.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 407 | $38.8K | 0.01% | +105+34.8% | Added |
| Worth Asset Management, LLC | 415 | $39.6K | 0.03% | +2+0.5% | Added |
| Itau Unibanco Holding S.A. | 416 | $39.7K | 0.00% | −192−31.6% | Reduced |
| DB Wealth Management Group, LLC | 435 | $41.5K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 470 | $45.0K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 478 | $45.6K | 0.01% | −109−18.6% | Reduced |
| Lee Financial Co | 499 | $47.6K | 0.01% | −129−20.5% | Reduced |
| DecisionPoint Financial, LLC | 500 | $47.7K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 510 | $48.6K | 0.01% | −45−8.1% | Reduced |
| Archer Investment Corp | 511 | $48.7K | 0.02% | +32+6.7% | Added |
| Key Financial Inc | 517 | $49.3K | 0.02% | +68+15.1% | Added |
| Tower View Investment Management & Research LLC | 520 | $50.0K | 0.03% | +56+12.1% | Added |
| Zions Bancorporation, N.A. | 532 | $50.7K | 0.00% | −3−0.6% | Reduced |
| Tyler-Stone Wealth Management | 538 | $51.0K | 0.03% | +538 | New |
| BOK Financial Private Wealth, Inc. | 541 | $51.6K | 0.00% | −1,500−73.5% | Reduced |
| Baystate Wealth Management LLC | 559 | $53.4K | 0.00% | +41+7.9% | Added |
| Loomis Sayles & Co L P | 570 | $54.0K | 0.00% | −1,335−70.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $54.7K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 573 | $55.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 580 | $55.0K | 0.01% | +50+9.4% | Added |
| Clear Street Markets LLC | 600 | $57.0K | 0.02% | −315−34.4% | Reduced |
| Legend Financial Advisors, Inc. | 601 | $57.3K | 0.05% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 605 | $57.7K | 0.05% | +605 | New |
| SRS Capital Advisors, Inc. | 614 | $58.6K | 0.01% | +39+6.8% | Added |
| Prestige Wealth Management Group LLC | 643 | $61.3K | 0.01% | +87+15.6% | Added |
| RFP Financial Group LLC | 666 | $63.5K | 0.03% | +250+60.1% | Added |
| Miller Wealth Advisors, LLC | 669 | $63.8K | 0.04% | +620+1,265.3% | Added |
| Pin Oak Investment Advisors Inc | 669 | $64.0K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 679 | $64.8K | 0.01% | −23−3.3% | Reduced |
| Valley National Advisers Inc | 674 | $65.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $65.1K | 0.01% | −13−1.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 683 | $65.2K | 0.00% | +6+0.9% | Added |
| Duncker Streett & Co Inc | 684 | $65.2K | 0.01% | +84+14.0% | Added |
| Addison Advisors LLC | 702 | $67.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $67.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 705 | $67.2K | 0.08% | +639+968.2% | Added |
| American National Bank | 712 | $67.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 717 | $68.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 716 | $68.3K | 0.02% | +8+1.1% | Added |
| JFS Wealth Advisors, LLC | 719 | $68.6K | 0.01% | +2+0.3% | Added |
| Piscataqua Savings Bank | 722 | $68.9K | 0.06% | +1+0.1% | Added |
| Godsey & Gibb Associates | 722 | $68.9K | 0.01% | +43+6.3% | Added |
| Plante Moran Financial Advisors, LLC | 725 | $69.2K | 0.01% | +125+20.8% | Added |
| Dakota Community Bank & Trust NA | 728 | $69.4K | 0.41% | +728 | New |
| MV Capital Management, Inc. | 736 | $70.2K | 0.01% | +8+1.1% | Added |
| General Partner, Inc. | 740 | $70.6K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 745 | $71.1K | 0.07% | +1+0.1% | Added |
| Glassman Wealth Services | 746 | $71.2K | 0.01% | +12+1.6% | Added |
| Missouri Trust & Investment Co | 749 | $71.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 789 | $75.3K | 0.02% | +47+6.3% | Added |
| Oakworth Capital, Inc. | 807 | $77.0K | 0.01% | +381+89.4% | Added |
| McClarren Financial Advisors, Inc. | 815 | $77.0K | 0.06% | +306+60.1% | Added |
| City State Bank | 831 | $79.0K | 0.04% | +29+3.6% | Added |
| Optimum Investment Advisors | 838 | $79.9K | 0.04% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 849 | $81.0K | 0.00% | −790−48.2% | Reduced |
| Motco | 853 | $81.4K | 0.01% | −48−5.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 860 | $82.0K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 863 | $82.3K | 0.03% | +23+2.7% | Added |
| Stonebridge Capital Advisors LLC | 885 | $84.4K | 0.01% | +80+9.9% | Added |
| CVA Family Office, LLC | 887 | $84.6K | 0.02% | +99+12.6% | Added |
| Achmea Investment Management B.V. | 890 | $85.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 900 | $85.8K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 900 | $85.8K | 0.03% | +900 | New |
| McIlrath & Eck, LLC | 923 | $88.0K | 0.02% | +1+0.1% | Added |
| ORG Partners LLC | 930 | $88.9K | 0.01% | +930 | New |
| Global Trust Asset Management, LLC | 964 | $91.9K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 986 | $94.1K | 0.05% | −58−5.6% | Reduced |