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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 3,527 | $336.4K | 0.01% | −634−15.2% | Reduced |
| Prairie Sky Financial Group LLC | 3,539 | $337.5K | 0.23% | +3,539 | New |
| Harbor Advisors LLC | 3,541 | $337.7K | 0.07% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,552 | $338.8K | 0.17% | −50−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 3,566 | $340.1K | 0.07% | −1,090−23.4% | Reduced |
| Change Path, LLC | 3,587 | $342.0K | 0.02% | +214+6.3% | Added |
| Wedgewood Investors Inc | 3,600 | $343.4K | 0.44% | −99−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 3,619 | $345.2K | 0.03% | −88−2.4% | Reduced |
| Vectors Research Management, LLC | 3,628 | $346.0K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 3,628 | $346.0K | 0.03% | +3,628 | New |
| Freestone Capital Holdings, LLC | 3,630 | $346.2K | 0.01% | −97−2.6% | Reduced |
| Bayesian Capital Management, LP | 3,631 | $346.3K | 0.04% | −62,402−94.5% | Reduced |
| Spinnaker Investment Group, LLC | 3,636 | $346.8K | 0.11% | +6+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 3,658 | $348.9K | 0.04% | −2−0.1% | Reduced |
| Hanson & Doremus Investment Management | 3,684 | $351.0K | 0.07% | +9+0.2% | Added |
| Saxon Interests, Inc. | 3,698 | $352.7K | 0.19% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 3,702 | $353.0K | 0.54% | −1,134−23.4% | Reduced |
| Old Point Trust & Financial Services N A | 3,703 | $353.2K | 0.15% | −600−13.9% | Reduced |
| PFG Investments, LLC | 3,729 | $355.6K | 0.06% | −103−2.7% | Reduced |
| Gryphon Financial Partners LLC | 3,737 | $356.4K | 0.08% | +267+7.7% | Added |
| Relative Value Partners Group, LLC | 3,747 | $357.4K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 3,756 | $358.2K | 0.02% | +16+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,766 | $359.2K | 0.03% | +117+3.2% | Added |
| Montecito Bank & Trust | 3,770 | $359.6K | 0.08% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,785 | $361.0K | 0.05% | +3,785 | New |
| Washington Trust Co | 3,800 | $362.4K | 0.02% | −64−1.7% | Reduced |
| Callahan Advisors, LLC | 3,800 | $362.4K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 3,808 | $363.2K | 0.03% | +500+15.1% | Added |
| Orleans Capital Management Corp | 3,810 | $363.4K | 0.26% | −545−12.5% | Reduced |
| Goodman Financial Corp | 3,813 | $363.7K | 0.10% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 3,830 | $365.0K | 0.42% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,842 | $366.4K | 0.01% | −105−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 3,689 | $366.8K | 0.05% | −1,524−29.2% | Reduced |
| SYSTM Wealth Solutions LLC | 3,865 | $368.7K | 0.05% | −99−2.5% | Reduced |
| Segment Wealth Management, LLC | 3,868 | $368.9K | 0.04% | −25−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,900 | $372.0K | 0.05% | +117+3.1% | Added |
| Strategy Asset Managers LLC | 3,912 | $373.1K | 0.08% | −108−2.7% | Reduced |
| BKD Wealth Advisors, LLC | 3,912 | $373.1K | 0.01% | +120+3.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,915 | $373.4K | 0.04% | −100−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 3,960 | $375.9K | 0.04% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,950 | $376.8K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,954 | $377.1K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,972 | $378.8K | 0.07% | +3,972 | New |
| Mosaic Family Wealth Partners, LLC | 3,973 | $378.9K | 0.07% | +2+0.1% | Added |
| Roundview Capital LLC | 3,978 | $379.4K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 3,979 | $379.5K | 0.21% | −170−4.1% | Reduced |
| Wilkins Investment Counsel Inc | 3,989 | $380.0K | 0.10% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 4,032 | $381.1K | 0.36% | +226+5.9% | Added |
| Hennessy Advisors Inc | 4,000 | $381.5K | 0.03% | −2,000−33.3% | Reduced |
| Childress Capital Advisors, LLC | 4,000 | $381.5K | 0.16% | 00.0% | Unchanged |
| Straight Path Wealth Management | 4,004 | $381.9K | 0.26% | +4,004 | New |
| Affinity Investment Advisors, LLC | 4,010 | $382.5K | 0.22% | +4,010 | New |
| Mayflower Financial Advisors, LLC | 4,010 | $382.5K | 0.05% | −78−1.9% | Reduced |
| Roman Butler Fullerton & Co | 3,734 | $382.6K | 0.18% | +19+0.5% | Added |
| First Western Trust Bank | 4,025 | $383.9K | 0.02% | −212−5.0% | Reduced |
| Ballew Advisors, Inc | 3,789 | $384.7K | 0.28% | 00.0% | Unchanged |
| JT Stratford LLC | 4,035 | $384.9K | 0.10% | −268−6.2% | Reduced |
| Jump Financial, LLC | 4,035 | $384.9K | 0.01% | +982+32.2% | Added |
| Dividend Assets Capital, LLC | 4,035 | $385.0K | 0.08% | −98−2.4% | Reduced |
| Insight Folios Inc | 4,041 | $385.4K | 0.16% | −106−2.6% | Reduced |
| Conning Inc. | 4,058 | $387.1K | 0.01% | −340−7.7% | Reduced |
| Fulcrum Equity Management | 4,070 | $388.2K | 0.45% | +621+18.0% | Added |
| GHP Investment Advisors, Inc. | 3,331 | $388.5K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,093 | $390.4K | 0.01% | +643+18.6% | Added |
| SignalPoint Asset Management, LLC | 4,098 | $390.9K | 0.12% | +22+0.5% | Added |
| Blackston Financial Advisory Group, LLC | 4,130 | $394.0K | 0.28% | −149−3.5% | Reduced |
| Coastline Trust Co | 4,185 | $399.2K | 0.06% | −465−10.0% | Reduced |
| Weik Capital Management | 4,220 | $402.5K | 0.19% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,227 | $403.2K | 0.02% | +3,183+304.9% | Added |
| Schonfeld Strategic Advisors LLC | 4,235 | $403.9K | 0.00% | +1,045+32.8% | Added |
| Desjardins Global Asset Management Inc. | 4,258 | $406.1K | 0.05% | +2,735+179.6% | Added |
| Your Advocates Ltd., LLP | 4,261 | $406.4K | 0.21% | +47+1.1% | Added |
| Empirical Asset Management, LLC | 4,268 | $407.1K | 0.36% | −28−0.7% | Reduced |
| Nilsine Partners, LLC | 4,270 | $407.2K | 0.06% | −519−10.8% | Reduced |
| Princeton Global Asset Management LLC | 4,279 | $408.1K | 0.12% | +4+0.1% | Added |
| Point72 Middle East FZE | 4,283 | $408.5K | 0.02% | +3,192+292.6% | Added |
| Coastal Investment Advisors, Inc. | 4,286 | $408.8K | 0.09% | +34+0.8% | Added |
| Naviter Wealth, LLC | 4,296 | $409.8K | 0.10% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,343 | $410.5K | 0.10% | −82−1.9% | Reduced |
| WP Advisors, LLC | 4,313 | $411.4K | 0.16% | +47+1.1% | Added |
| Riverwater Partners LLC | 4,366 | $416.4K | 0.37% | +32+0.7% | Added |
| Waddell & Associates, LLC | 4,380 | $417.8K | 0.06% | −1,124−20.4% | Reduced |
| Farther Finance Advisors, LLC | 4,382 | $418.0K | 0.09% | +669+18.0% | Added |
| Trust Co | 4,389 | $418.6K | 0.06% | +1,307+42.4% | Added |
| Gallacher Capital Management LLC | 4,390 | $418.7K | 0.24% | +4,390 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,396 | $419.2K | 0.00% | +814+22.7% | Added |
| Tributary Capital Management, LLC | 4,400 | $419.7K | 0.04% | −100−2.2% | Reduced |
| Estabrook Capital Management | 4,404 | $420.1K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,407 | $420.3K | 0.06% | +41+0.9% | Added |
| Richwood Investment Advisors, LLC | 4,410 | $420.6K | 0.41% | +4,410 | New |
| Woodmont Investment Counsel LLC | 4,412 | $420.8K | 0.04% | −9−0.2% | Reduced |
| Means Investment Co., Inc. | 4,426 | $422.2K | 0.07% | −20.0% | Reduced |
| Verity Asset Management, Inc. | 4,430 | $422.5K | 0.31% | −221−4.8% | Reduced |
| KLR Investment Advisors, LLC | 4,441 | $423.6K | 0.35% | +161+3.8% | Added |
| Quadrant Capital Group LLC | 4,447 | $424.2K | 0.04% | −364−7.6% | Reduced |
| Aptus Capital Advisors, LLC | 4,447 | $424.2K | 0.01% | +72+1.6% | Added |
| Roberts Glore & Co Inc | 4,452 | $424.6K | 0.14% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,496 | $429.0K | 0.15% | −11−0.2% | Reduced |
| Evergreen Capital Management LLC | 4,499 | $429.1K | 0.02% | +153+3.5% | Added |
| Spire Wealth Management | 4,511 | $430.2K | 0.02% | −676−13.0% | Reduced |