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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 2,780 | $265.2K | 0.02% | +11+0.4% | Added |
| SBB Research Group LLC | 2,782 | $265.4K | 0.48% | +31+1.1% | Added |
| Essex Financial Services, Inc. | 2,792 | $266.3K | 0.03% | −4,461−61.5% | Reduced |
| Foundations Investment Advisors, LLC | 2,795 | $266.6K | 0.01% | −70−2.4% | Reduced |
| V-Square Quantitative Management LLC | 2,795 | $266.6K | 0.19% | −202−6.7% | Reduced |
| IVC Wealth Advisors LLC | 2,802 | $267.3K | 0.17% | −8−0.3% | Reduced |
| ABLE Financial Group, LLC | 2,809 | $267.9K | 0.14% | −2,094−42.7% | Reduced |
| First National Bank of South Miami | 2,817 | $268.7K | 0.22% | −138−4.7% | Reduced |
| Morris Retirement Advisors, LLC | 2,840 | $270.8K | 0.19% | +63+2.3% | Added |
| AIA Group Ltd | 2,840 | $270.9K | 0.01% | −1,625−36.4% | Reduced |
| RMB Capital Management, LLC | 2,863 | $273.1K | 0.01% | +2,863 | New |
| Fukoku Mutual Life Insurance Co | 2,880 | $274.7K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,889 | $275.6K | 0.01% | +142+5.2% | Added |
| Lakeview Capital Partners, LLC | 2,901 | $276.7K | 0.05% | +2,901 | New |
| Focus Financial Network, Inc. | 2,902 | $276.7K | 0.02% | +625+27.4% | Added |
| Stokes Family Office, LLC | 2,903 | $276.9K | 0.03% | +390+15.5% | Added |
| Avantax Planning Partners, Inc. | 2,911 | $277.6K | 0.01% | +22+0.8% | Added |
| Financial Partners Group, LLC | 2,917 | $278.3K | 0.14% | −829−22.1% | Reduced |
| Geller Advisors LLC | 2,946 | $281.0K | 0.04% | +2,946 | New |
| Empower Advisory Group, LLC | 2,954 | $281.8K | 0.00% | −59−2.0% | Reduced |
| Penserra Capital Management LLC | 2,977 | $283.0K | 0.01% | +2,951+11,350.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,971 | $283.3K | 0.00% | −94,562−97.0% | Reduced |
| Proequities, Inc. | 2,982 | $284.4K | 0.02% | +41+1.4% | Added |
| PDS Planning, Inc | 2,982 | $284.4K | 0.04% | +155+5.5% | Added |
| Adviser Investments LLC | 2,985 | $284.7K | 0.01% | +316+11.8% | Added |
| Brighton Jones LLC | 2,987 | $284.9K | 0.01% | −72−2.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $285.3K | 0.24% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,000 | $286.0K | 0.13% | +3,000 | New |
| Cape Cod Five Cents Savings Bank | 3,000 | $286.1K | 0.03% | −944−23.9% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $286.1K | 0.24% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,000 | $286.2K | 0.03% | −100−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,002 | $286.3K | 0.01% | +264+9.6% | Added |
| Wedmont Private Capital | 2,869 | $288.2K | 0.03% | −877−23.4% | Reduced |
| West Paces Advisors Inc. | 3,049 | $290.8K | 0.09% | −39−1.3% | Reduced |
| Chilton Capital Management LLC | 3,051 | $291.0K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,061 | $292.0K | 0.25% | −279−8.4% | Reduced |
| Poehling Capital Management, LLC | 3,066 | $292.4K | 0.10% | 00.0% | Unchanged |
| Apriem Advisors | 3,067 | $292.5K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,086 | $294.4K | 0.04% | −45−1.4% | Reduced |
| Cornerstone Advisors, LLC | 3,100 | $295.7K | 0.01% | +3,100 | New |
| MSH Capital Advisors LLC | 3,106 | $296.3K | 0.11% | −170−5.2% | Reduced |
| Townsend Asset Management Corp | 3,107 | $296.3K | 0.14% | −143−4.4% | Reduced |
| First Interstate Bank | 3,107 | $296.3K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,107 | $296.3K | 0.04% | +199+6.8% | Added |
| Capital Investment Advisors, LLC | 3,107 | $296.4K | 0.01% | +29+0.9% | Added |
| Point72 Asset Management, L.P. | 3,109 | $296.5K | 0.00% | −49,114−94.0% | Reduced |
| Mirabella Financial Services LLP | 3,115 | $297.1K | 0.03% | +3,115 | New |
| Beaton Management Co. Inc. | 3,131 | $299.0K | 0.19% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,139 | $299.4K | 0.02% | +3,139 | New |
| Kanawha Capital Management LLC | 3,142 | $299.7K | 0.03% | +68+2.2% | Added |
| E&G Advisors, LP | 3,152 | $300.6K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,155 | $301.0K | 0.11% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,171 | $302.4K | 0.10% | +52+1.7% | Added |
| Capital Investment Advisory Services, LLC | 3,172 | $302.6K | 0.03% | −184−5.5% | Reduced |
| Transform Wealth, LLC | 3,177 | $303.1K | 0.03% | −49−1.5% | Reduced |
| First National Bank Sioux Falls | 3,184 | $303.7K | 0.19% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,186 | $304.0K | 0.00% | −785−19.8% | Reduced |
| Trust Co of Oklahoma | 3,190 | $304.3K | 0.11% | −1,234−27.9% | Reduced |
| Good Life Advisors, LLC | 3,194 | $304.6K | 0.03% | +93+3.0% | Added |
| LCNB Corp | 3,203 | $305.5K | 0.13% | +280+9.6% | Added |
| Rossmore Private Capital | 3,204 | $305.6K | 0.05% | +140+4.6% | Added |
| Plan Group Financial, LLC | 3,051 | $306.2K | 0.26% | +3,051 | New |
| Green Square Capital Advisors LLC | 3,232 | $308.3K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,238 | $308.8K | 0.08% | −300−8.5% | Reduced |
| Northcape Wealth Management, LLC | 3,244 | $309.4K | 0.11% | +68+2.1% | Added |
| Drive Wealth Management, LLC | 3,255 | $310.5K | 0.12% | +94+3.0% | Added |
| DRW Securities, LLC | 3,256 | $311.0K | 0.02% | −4,461−57.8% | Reduced |
| Blue Edge Capital, LLC | 3,266 | $311.5K | 0.06% | +4+0.1% | Added |
| Tennessee Valley Asset Management Partners | 3,274 | $312.3K | 0.10% | +53+1.6% | Added |
| Tanager Wealth Management LLP | 3,277 | $312.6K | 0.07% | +6+0.2% | Added |
| Capital Analysts, LLC | 3,292 | $314.0K | 0.02% | +7+0.2% | Added |
| Allen Investment Management LLC | 3,318 | $316.5K | 0.00% | −24−0.7% | Reduced |
| Intrinsic Value Partners, LLC | 3,334 | $318.0K | 0.40% | −25−0.7% | Reduced |
| Excalibur Management Corp | 3,337 | $318.3K | 0.16% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,343 | $318.9K | 0.21% | −493−12.9% | Reduced |
| Cadinha & Co LLC | 3,350 | $319.5K | 0.06% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,380 | $322.4K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,399 | $324.2K | 0.23% | −44−1.3% | Reduced |
| Energy Income Partners, LLC | 3,400 | $324.3K | 0.01% | +475+16.2% | Added |
| UniSuper Management Pty Ltd | 3,400 | $324.3K | 0.00% | +3,400 | New |
| Verus Capital Partners, LLC | 3,408 | $325.0K | 0.05% | +1,209+55.0% | Added |
| Chicago Trust Co NA | 3,413 | $325.5K | 0.08% | −284−7.7% | Reduced |
| Compagnie Lombard Odier SCmA | 3,413 | $325.5K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,420 | $326.3K | 0.07% | +239+7.5% | Added |
| Davidson Trust Co | 3,426 | $326.8K | 0.24% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $327.2K | 0.16% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,432 | $327.3K | 0.08% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 3,447 | $328.8K | 0.19% | +71+2.1% | Added |
| Arete Wealth Advisors, LLC | 3,453 | $329.0K | 0.03% | −272−7.3% | Reduced |
| Laidlaw Wealth Management LLC | 3,453 | $329.3K | 0.06% | +836+31.9% | Added |
| Crescent Grove Advisors, LLC | 3,454 | $329.4K | 0.04% | −1,901−35.5% | Reduced |
| Wealthsource Partners, LLC | 3,458 | $329.8K | 0.02% | +21+0.6% | Added |
| ARS Investment Partners, LLC | 3,475 | $331.4K | 0.04% | −1,375−28.4% | Reduced |
| Empire Financial Management Company, LLC | 3,476 | $331.6K | 0.13% | −14,422−80.6% | Reduced |
| Athena Investment Management | 3,477 | $331.6K | 0.23% | −32−0.9% | Reduced |
| Impact Partnership Wealth, LLC | 3,478 | $331.8K | 0.12% | +3,478 | New |
| MQS Management LLC | 3,492 | $333.1K | 0.23% | +573+19.6% | Added |
| Ronald Blue Trust, Inc. | 3,302 | $335.0K | 0.01% | −3,006−47.7% | Reduced |
| Corbyn Investment Management Inc | 3,516 | $335.4K | 0.16% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,523 | $336.0K | 0.02% | +14+0.4% | Added |