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 |
|---|---|---|---|---|---|
| Van Leeuwen & Company, LLC | 2,201 | $210.5K | 0.13% | +2,201 | New |
| Fidelis Capital Partners, LLC | 2,208 | $210.6K | 0.08% | +2,208 | New |
| Cross Staff Investments Inc | 2,209 | $210.7K | 0.19% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,212 | $211.0K | 0.03% | +37+1.7% | Added |
| Bray Capital Advisors | 2,220 | $211.7K | 0.06% | −280−11.2% | Reduced |
| First City Capital Management, Inc. | 2,221 | $211.8K | 0.13% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,229 | $212.6K | 0.01% | −65−2.8% | Reduced |
| KLCM Advisors, Inc. | 2,237 | $213.4K | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,237 | $213.4K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 2,246 | $214.2K | 0.12% | −1,447−39.2% | Reduced |
| Leisure Capital Management | 2,249 | $214.5K | 0.12% | −161−6.7% | Reduced |
| Legacy Private Trust Co. | 2,250 | $214.6K | 0.02% | +2,250 | New |
| Hexagon Capital Partners LLC | 2,254 | $215.0K | 0.06% | −13−0.6% | Reduced |
| Centaurus Financial, Inc. | 2,270 | $216.0K | 0.02% | −2,402−51.4% | Reduced |
| Abacus Wealth Partners, LLC | 2,274 | $216.9K | 0.07% | −23−1.0% | Reduced |
| Beaumont Financial Advisors, LLC | 2,278 | $217.3K | 0.02% | +73+3.3% | Added |
| Azimuth Capital Investment Management LLC | 2,299 | $219.3K | 0.01% | −50−2.1% | Reduced |
| Liberty Capital Management, Inc. | 2,302 | $219.6K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,304 | $219.8K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,304 | $219.8K | 0.00% | +2,304 | New |
| Donaldson Capital Management, LLC | 2,308 | $220.1K | 0.01% | +54+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 2,308 | $220.1K | 0.02% | −1,857−44.6% | Reduced |
| Covenant Asset Management, LLC | 2,310 | $220.3K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,316 | $220.9K | 0.01% | −2,899−55.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,300 | $221.0K | 0.16% | +10+0.4% | Added |
| Warwick Investment Management, Inc. | 2,322 | $221.5K | 0.09% | +79+3.5% | Added |
| Sound View Wealth Advisors Group, LLC | 2,322 | $221.5K | 0.03% | +82+3.7% | Added |
| Willis Johnson & Associates, Inc. | 2,323 | $221.6K | 0.02% | −67−2.8% | Reduced |
| Benjamin Edwards Inc | 2,329 | $222.0K | 0.05% | −318−12.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $222.0K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,333 | $222.5K | 0.10% | +10.0% | Added |
| Summit Trail Advisors, LLC | 2,334 | $222.6K | 0.01% | +2,334 | New |
| Trust Co of Virginia | 2,338 | $223.0K | 0.02% | −300−11.4% | Reduced |
| SkyOak Wealth, LLC | 2,340 | $223.2K | 0.06% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,340 | $223.2K | 0.00% | +2,340 | New |
| Eads & Heald Wealth Management | 2,351 | $224.0K | 0.11% | +2,351 | New |
| Canal Capital Management, LLC | 2,357 | $224.8K | 0.05% | −10−0.4% | Reduced |
| Jacobs & Co | 2,366 | $225.0K | 0.03% | −700−22.8% | Reduced |
| Close Asset Management Ltd | 2,356 | $225.0K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $225.1K | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,372 | $226.2K | 0.09% | +50+2.2% | Added |
| Baker Avenue Asset Management, LP | 2,386 | $227.6K | 0.01% | −327−12.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,389 | $227.9K | 0.11% | 00.0% | Unchanged |
| TCWP LLC | 2,389 | $227.9K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,390 | $228.0K | 0.09% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,395 | $228.4K | 0.09% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $228.9K | 0.06% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,407 | $229.6K | 0.16% | −44−1.8% | Reduced |
| Aries Wealth Management | 2,418 | $230.6K | 0.09% | +15+0.6% | Added |
| Acropolis Investment Management, LLC | 2,425 | $231.3K | 0.02% | −2,002−45.2% | Reduced |
| Trust Co of Vermont | 2,447 | $233.4K | 0.02% | −669−21.5% | Reduced |
| Greytown Advisors Inc. | 2,463 | $234.9K | 0.13% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,481 | $236.7K | 0.09% | −168−6.3% | Reduced |
| Montag A & Associates Inc | 2,488 | $237.3K | 0.01% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 2,495 | $238.0K | 0.34% | −370−12.9% | Reduced |
| Allegheny Financial Group LTD | 2,495 | $238.0K | 0.11% | −17−0.7% | Reduced |
| CSS LLC | 2,500 | $238.4K | 0.02% | −500−16.7% | Reduced |
| Acima Private Wealth, LLC | 2,500 | $238.4K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,511 | $239.0K | 0.11% | +2,511 | New |
| First Financial Bank - Trust Division | 2,509 | $239.3K | 0.02% | −18−0.7% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $240.9K | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,527 | $241.0K | 0.09% | +2,527 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $241.5K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,385 | $241.8K | 0.08% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,537 | $242.0K | 0.16% | +177+7.5% | Added |
| Hamilton Capital, LLC | 2,541 | $242.4K | 0.02% | +2,541 | New |
| Everhart Financial Group, Inc. | 2,558 | $244.0K | 0.10% | +162+6.8% | Added |
| Wade G W & Inc | 2,560 | $244.0K | 0.01% | +203+8.6% | Added |
| Moller Financial Services | 2,568 | $244.9K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,580 | $246.0K | 0.00% | −312−10.8% | Reduced |
| Washington Trust Bank | 2,586 | $246.7K | 0.03% | +505+24.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $247.6K | 0.04% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $248.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,602 | $248.2K | 0.16% | +50+2.0% | Added |
| Pearl River Capital, LLC | 2,604 | $248.4K | 0.04% | −53,335−95.3% | Reduced |
| Basso Capital Management, L.P. | 2,612 | $249.1K | 0.28% | −175−6.3% | Reduced |
| Port Capital LLC | 2,617 | $250.0K | 0.02% | +91+3.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $250.2K | 0.04% | +155+6.3% | Added |
| Plancorp, LLC | 2,632 | $251.0K | 0.01% | −265−9.1% | Reduced |
| Laurion Capital Management LP | 2,633 | $251.1K | 0.01% | −1,404−34.8% | Reduced |
| Jmac Enterprises LLC | 2,635 | $251.3K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,642 | $252.0K | 0.07% | −7−0.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,644 | $252.2K | 0.12% | −100−3.6% | Reduced |
| HCR Wealth Advisors | 2,646 | $252.4K | 0.05% | +2+0.1% | Added |
| Carl Stuart Investment Advisor, Inc | 2,663 | $254.0K | 0.19% | +2,663 | New |
| Cadent Capital Advisors, LLC | 2,677 | $255.3K | 0.16% | +389+17.0% | Added |
| Monetary Management Group Inc | 2,677 | $255.3K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,679 | $255.6K | 0.01% | +156+6.2% | Added |
| Pflug Koory, LLC | 2,687 | $256.3K | 0.13% | +85+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 2,693 | $256.9K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,699 | $257.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,697 | $257.2K | 0.05% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,718 | $259.2K | 0.00% | +96+3.7% | Added |
| Stiles Financial Services Inc | 2,719 | $259.4K | 0.13% | +53+2.0% | Added |
| Tiedemann Advisors, LLC | 2,720 | $259.4K | 0.01% | +12+0.4% | Added |
| Lindbrook Capital, LLC | 2,724 | $259.8K | 0.03% | +91+3.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,760 | $261.0K | 0.01% | +2,760 | New |
| Callan Capital, LLC | 2,753 | $262.6K | 0.03% | −504−15.5% | Reduced |
| LBMC Investment Advisors, LLC | 2,757 | $263.0K | 0.03% | +10.0% | Added |
| Perennial Investment Advisors, LLC | 2,767 | $263.9K | 0.05% | +385+16.2% | Added |