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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 987 | $94.4K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 991 | $95.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $95.4K | 0.05% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,001 | $95.5K | 0.09% | +1,001 | New |
| First Horizon Advisors, Inc. | 1,016 | $96.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,022 | $98.0K | 0.00% | −29−2.8% | Reduced |
| Larson Financial Group LLC | 1,029 | $98.2K | 0.01% | −9−0.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,032 | $98.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,035 | $98.7K | 0.08% | +411+65.9% | Added |
| Cutler Group LP | 1,057 | $100.0K | 0.02% | −1,525−59.1% | Reduced |
| Register Financial Advisors LLC | 1,071 | $102.1K | 0.07% | +4+0.4% | Added |
| Pittenger & Anderson Inc | 1,088 | $103.8K | 0.00% | −5−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 1,100 | $104.9K | 0.01% | +101+10.1% | Added |
| Grove Bank & Trust | 1,115 | $106.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,119 | $106.7K | 0.10% | +529+89.7% | Added |
| Newbridge Financial Services Group, Inc. | 1,155 | $110.2K | 0.05% | −786−40.5% | Reduced |
| Centennial Bank | 1,194 | $113.9K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,240 | $118.0K | 0.02% | +468+60.6% | Added |
| Steward Financial Group LLC | 1,249 | $119.0K | 0.04% | +1,249 | New |
| Arlington Partners LLC | 1,248 | $119.0K | 0.02% | +877+236.4% | Added |
| Sittner & Nelson, LLC | 1,249 | $119.2K | 0.07% | −144−10.3% | Reduced |
| Smithfield Trust Co | 1,272 | $120.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,270 | $121.0K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,299 | $123.9K | 0.02% | +192+17.3% | Added |
| AdvisorNet Financial, Inc | 1,307 | $124.7K | 0.01% | −93−6.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,312 | $125.1K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,314 | $125.3K | 0.03% | −43−3.2% | Reduced |
| Covestor Ltd | 1,320 | $126.0K | 0.10% | −868−39.7% | Reduced |
| Quent Capital, LLC | 1,344 | $128.2K | 0.02% | +4+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $129.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,355 | $129.2K | 0.02% | −5−0.4% | Reduced |
| Asset Dedication, LLC | 1,366 | $130.0K | 0.01% | +1+0.1% | Added |
| Alta Advisers Ltd | 1,400 | $133.5K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,404 | $133.9K | 0.02% | +10+0.7% | Added |
| Avion Wealth | 1,423 | $135.0K | 0.04% | +7+0.5% | Added |
| Carolinas Wealth Consulting LLC | 1,419 | $135.3K | 0.03% | −74−5.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,459 | $139.2K | 0.03% | −20−1.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,465 | $139.7K | 0.04% | −691−32.1% | Reduced |
| Compass Wealth Management LLC | 1,479 | $141.1K | 0.04% | −52−3.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,501 | $143.2K | 0.00% | +410+37.6% | Added |
| State of Wyoming | 1,506 | $143.6K | 0.04% | +495+49.0% | Added |
| Tompkins Financial Corp | 1,544 | $147.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,564 | $149.2K | 0.08% | +912+139.9% | Added |
| Westside Investment Management, Inc. | 1,571 | $149.9K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,581 | $150.8K | 0.02% | −54−3.3% | Reduced |
| Sunbelt Securities, Inc. | 1,616 | $154.2K | 0.02% | −87−5.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,626 | $155.1K | 0.04% | +1,626 | New |
| Nemes Rush Group LLC | 1,666 | $158.9K | 0.03% | +1,666 | New |
| Aspire Private Capital, LLC | 1,669 | $159.2K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,709 | $163.0K | 0.02% | −18−1.0% | Reduced |
| Parkside Financial Bank & Trust | 1,734 | $165.4K | 0.04% | +45+2.7% | Added |
| Bank of New Hampshire | 1,742 | $166.2K | 0.05% | −15−0.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,766 | $168.4K | 0.05% | +1,766 | New |
| Central Bank & Trust Co | 1,776 | $169.4K | 0.03% | −10−0.6% | Reduced |
| Chesapeake Asset Management LLC | 1,797 | $171.4K | 0.15% | +61+3.5% | Added |
| Wellington Shields & Co., LLC | 1,832 | $174.7K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,870 | $178.0K | 0.02% | +69+3.8% | Added |
| Carmichael Hill & Associates, Inc. | 1,881 | $179.4K | 0.09% | −389−17.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,892 | $180.5K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,904 | $181.6K | 0.06% | +1,904 | New |
| Transamerica Financial Advisors, Inc. | 1,922 | $184.0K | 0.02% | +1,401+268.9% | Added |
| St Germain D J Co Inc | 1,951 | $186.1K | 0.01% | +1,951 | New |
| Front Row Advisors LLC | 1,979 | $189.0K | 0.08% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,000 | $190.8K | 0.02% | −66−3.2% | Reduced |
| Global Retirement Partners, LLC | 2,014 | $192.0K | 0.01% | +30+1.5% | Added |
| Resurgent Financial Advisors LLC | 2,022 | $192.9K | 0.13% | −4−0.2% | Reduced |
| Jones Financial Companies LLLP | 2,059 | $196.4K | 0.00% | −654−24.1% | Reduced |
| Brown Brothers Harriman & Co | 2,077 | $198.1K | 0.00% | −235−10.2% | Reduced |
| Fulton Bank, N.A. | 2,106 | $200.9K | 0.01% | +47+2.3% | Added |
| Natixis | 2,108 | $201.1K | 0.00% | −13,321−86.3% | Reduced |
| Moloney Securities Asset Management, LLC | 2,109 | $201.2K | 0.04% | −436−17.1% | Reduced |
| Aaron Wealth Advisors | 2,113 | $201.5K | 0.03% | −59−2.7% | Reduced |
| Mma Asset Management LLC | 2,113 | $201.5K | 0.12% | +2,113 | New |
| Steel Peak Wealth Management LLC | 2,117 | $201.9K | 0.01% | +2,117 | New |
| Wealthspire Advisors, LLC | 2,117 | $201.9K | 0.00% | −1,177−35.7% | Reduced |
| Spears Abacus Advisors LLC | 2,123 | $202.5K | 0.02% | −25−1.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,130 | $203.2K | 0.02% | +2,130 | New |
| Strategic Blueprint, LLC | 2,132 | $203.3K | 0.02% | −87−3.9% | Reduced |
| Ignite Planners, LLC | 2,047 | $203.6K | 0.08% | +18+0.9% | Added |
| Cutter & CO Brokerage, Inc. | 2,138 | $204.0K | 0.06% | +8+0.4% | Added |
| Baldwin Brothers Inc | 2,143 | $204.4K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,143 | $204.4K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,144 | $204.5K | 0.07% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,148 | $204.9K | 0.05% | +2,148 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,150 | $205.0K | 0.04% | +54+2.6% | Added |
| Thomasville National Bank | 2,154 | $205.4K | 0.02% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,088 | $206.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,168 | $206.8K | 0.04% | −505−18.9% | Reduced |
| Merit Financial Group, LLC | 2,174 | $207.3K | 0.01% | +2,174 | New |
| Precision Wealth Strategies, LLC | 2,174 | $207.4K | 0.34% | −253−10.4% | Reduced |
| Anchor Investment Management, LLC | 2,178 | $207.7K | 0.03% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,185 | $208.0K | 0.15% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,952 | $208.6K | 0.08% | −240−10.9% | Reduced |
| Ethic Inc. | 2,188 | $208.7K | 0.01% | −630−22.4% | Reduced |
| Chiron Capital Management, LLC | 2,189 | $208.8K | 0.17% | +100+4.8% | Added |
| Tarbox Family Office, Inc. | 2,191 | $209.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,194 | $209.3K | 0.01% | +2,194 | New |
| First Business Financial Services, Inc. | 2,196 | $209.5K | 0.03% | −200−8.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2,198 | $209.6K | 0.03% | −197−8.2% | Reduced |
| Shufro Rose & Co LLC | 2,199 | $209.7K | 0.02% | 00.0% | Unchanged |