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
- 1,541
- −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
- 617 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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 4,547 | $433.7K | 0.02% | −1,420−23.8% | Reduced |
| Pinnacle Financial Partners Inc | 4,549 | $433.9K | 0.01% | +11+0.2% | Added |
| Flputnam Investment Management Co | 4,567 | $435.6K | 0.01% | −427−8.6% | Reduced |
| Private Portfolio Partners LLC | 4,585 | $437.3K | 0.11% | +36+0.8% | Added |
| Lincoln Capital LLC | 4,667 | $445.1K | 0.11% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,669 | $445.3K | 0.09% | +9+0.2% | Added |
| Waldron Private Wealth LLC | 4,694 | $447.7K | 0.02% | −144−3.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $448.0K | 1.14% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,700 | $448.3K | 0.04% | +680+16.9% | Added |
| Sendero Wealth Management, LLC | 4,726 | $450.7K | 0.10% | +4,726 | New |
| First Foundation Advisors | 4,733 | $451.5K | 0.02% | +82+1.8% | Added |
| BMS Financial Advisors, LLC | 4,748 | $452.9K | 0.30% | −2,136−31.0% | Reduced |
| Vaughan David Investments LLC | 4,756 | $454.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,763 | $454.3K | 0.04% | −466−8.9% | Reduced |
| Ausdal Financial Partners, Inc. | 4,767 | $454.7K | 0.06% | +151+3.3% | Added |
| PFG Advisors | 4,781 | $456.0K | 0.03% | −408−7.9% | Reduced |
| TrinityPoint Wealth, LLC | 4,791 | $457.0K | 0.09% | +1,492+45.2% | Added |
| LVM Capital Management Ltd | 4,795 | $457.0K | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,792 | $457.1K | 0.06% | +237+5.2% | Added |
| Citizens Financial Group Inc | 4,801 | $457.9K | 0.02% | −3−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,833 | $461.0K | 0.05% | −59−1.2% | Reduced |
| Ci Investments Inc. | 4,861 | $464.0K | 0.00% | +983+25.3% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $464.9K | 0.13% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,891 | $466.5K | 0.27% | +177+3.8% | Added |
| Baker Tilly Wealth Management, LLC | 4,926 | $469.8K | 0.05% | −180−3.5% | Reduced |
| Probity Advisors, Inc. | 4,932 | $470.4K | 0.10% | +4,932 | New |
| S.A. Mason LLC | 4,644 | $470.8K | 0.34% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,937 | $470.9K | 0.03% | −521−9.5% | Reduced |
| Patron Partners Advisors, LLC | 4,950 | $472.1K | 0.33% | −352−6.6% | Reduced |
| BerganKDV Wealth Management, LLC | 4,950 | $472.2K | 0.05% | −1,250−20.2% | Reduced |
| Vantage Consulting Group Inc | 4,953 | $472.4K | 0.27% | −79−1.6% | Reduced |
| Syntax Advisors, LLC | 4,953 | $472.4K | 0.38% | −79−1.6% | Reduced |
| Clark Capital Management Group, Inc. | 4,957 | $472.8K | 0.00% | −2,750−35.7% | Reduced |
| Garrison Point Advisors, LLC | 4,975 | $474.5K | 0.34% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,997 | $476.6K | 0.18% | −78−1.5% | Reduced |
| Beacon Investment Advisors LLC | 5,038 | $480.5K | 0.33% | −27−0.5% | Reduced |
| Autumn Glory Partners, LLC | 5,041 | $480.8K | 0.35% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,058 | $482.4K | 0.10% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,093 | $485.8K | 0.09% | +4,027+377.8% | Added |
| Weaver Consulting Group | 5,097 | $486.2K | 0.21% | +20.0% | Added |
| Essex Savings Bank | 5,105 | $486.9K | 0.16% | −625−10.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,119 | $488.3K | 0.01% | +5,119 | New |
| Schear Investment Advisers, LLC | 5,125 | $488.8K | 0.52% | −131−2.5% | Reduced |
| Mill Capital Management, LLC | 5,145 | $490.7K | 0.05% | −1,711−25.0% | Reduced |
| Ambassador Advisors, LLC | 4,211 | $491.2K | 0.11% | −2,843−40.3% | Reduced |
| Connectus Wealth, LLC | 5,150 | $491.2K | 0.01% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 5,162 | $492.3K | 0.12% | 00.0% | Unchanged |
| Nwam LLC | 5,163 | $492.5K | 0.04% | +1,042+25.3% | Added |
| Linscomb & Williams, Inc. | 5,168 | $492.9K | 0.03% | −233−4.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,839 | $493.4K | 0.36% | −71−1.4% | Reduced |
| Clifford Group, LLC | 5,173 | $493.4K | 0.53% | +1,357+35.6% | Added |
| North Star Investment Management Corp. | 5,239 | $499.7K | 0.04% | +5+0.1% | Added |
| Thrive Wealth Management, LLC | 5,261 | $501.8K | 0.13% | −305−5.5% | Reduced |
| MJP Associates Inc | 5,261 | $501.8K | 0.17% | −652−11.0% | Reduced |
| Cambridge Trust Co | 5,308 | $506.3K | 0.02% | −277−5.0% | Reduced |
| Campion Asset Management LLC | 5,354 | $510.7K | 0.46% | −67−1.2% | Reduced |
| RSM US Wealth Management LLC | 5,409 | $515.9K | 0.02% | −59−1.1% | Reduced |
| Kovack Advisors, Inc. | 5,460 | $520.8K | 0.07% | +212+4.0% | Added |
| Gamco Investors, Inc. Et Al | 5,483 | $523.0K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,500 | $524.6K | 0.47% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,509 | $525.4K | 0.06% | −65−1.2% | Reduced |
| Charter Trust Co | 5,551 | $529.5K | 0.04% | −36−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,557 | $530.0K | 0.05% | −1,036−15.7% | Reduced |
| Modera Wealth Management, LLC | 5,559 | $530.2K | 0.01% | +3,076+123.9% | Added |
| Worth Financial Advisory Group, LLC | 5,570 | $531.3K | 0.49% | −175−3.0% | Reduced |
| Vanguard Capital Wealth Advisors | 5,590 | $533.1K | 0.48% | +1,119+25.0% | Added |
| MONECO Advisors, LLC | 5,617 | $535.7K | 0.15% | +811+16.9% | Added |
| J2 Capital Management Inc | 5,617 | $535.7K | 0.64% | −362−6.1% | Reduced |
| Cigna Investments Inc | 5,637 | $537.0K | 0.10% | −71−1.2% | Reduced |
| Mission Wealth Management, LP | 5,652 | $539.1K | 0.02% | +172+3.1% | Added |
| Concord Asset Management, LLC | 5,671 | $540.9K | 0.19% | +1,169+26.0% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $544.0K | 0.12% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,709 | $544.5K | 0.12% | +81+1.4% | Added |
| Foster & Motley Inc | 5,733 | $547.0K | 0.04% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,774 | $550.8K | 0.00% | +854+17.4% | Added |
| Atlas Capital Advisors LLC | 5,775 | $550.8K | 0.08% | +2,939+103.6% | Added |
| Tower Research Capital LLC (TRC) | 5,780 | $551.3K | 0.02% | −9,243−61.5% | Reduced |
| Legacy Financial Advisors, Inc. | 5,781 | $551.3K | 0.10% | −12−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,793 | $552.5K | 0.02% | +656+12.8% | Added |
| Stegent Equity Advisors, Inc. | 5,795 | $552.7K | 0.62% | −139−2.3% | Reduced |
| Retirement Group, LLC | 5,808 | $554.0K | 0.23% | −69−1.2% | Reduced |
| Palisade Asset Management, LLC | 5,817 | $554.8K | 0.06% | +50+0.9% | Added |
| Checchi Capital Advisers, LLC | 5,832 | $556.3K | 0.05% | +122+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,841 | $557.1K | 0.09% | −40−0.7% | Reduced |
| Roof Eidam & Maycock | 5,910 | $563.7K | 0.19% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,912 | $563.9K | 0.19% | +106+1.8% | Added |
| Vise Technologies, Inc. | 5,923 | $564.9K | 0.14% | −286−4.6% | Reduced |
| Integrated Advisors Network LLC | 5,965 | $569.0K | 0.03% | +63+1.1% | Added |
| Mystic Asset Management, Inc. | 5,969 | $569.3K | 0.31% | −100−1.6% | Reduced |
| Johnson Financial Group, Inc. | 5,969 | $569.3K | 0.04% | +127+2.2% | Added |
| Fund Management at Engine No. 1 LLC | 5,976 | $570.0K | 0.10% | +326+5.8% | Added |
| Allen Capital Group, LLC | 5,979 | $570.3K | 0.10% | +18+0.3% | Added |
| Personal Cfo Solutions, LLC | 5,981 | $570.4K | 0.12% | +213+3.7% | Added |
| Private Trust Co NA | 5,995 | $571.8K | 0.07% | +1,052+21.3% | Added |
| Park Circle Co | 6,000 | $572.3K | 0.54% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,020 | $574.2K | 0.07% | −2,257−27.3% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $574.3K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,037 | $575.8K | 0.04% | +287+5.0% | Added |
| Perigon Wealth Management, LLC | 6,049 | $577.0K | 0.02% | +262+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 6,049 | $577.0K | 0.06% | +6,049 | New |