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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 6,060 | $578.0K | 0.26% | 00.0% | Unchanged |
| Bank Ozk | 6,080 | $579.9K | 0.28% | −2,282−27.3% | Reduced |
| Valmark Advisers, Inc. | 6,082 | $580.1K | 0.01% | +30.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 6,097 | $581.5K | 0.03% | +6,097 | New |
| Institutional & Family Asset Management, LLC | 6,113 | $583.1K | 0.10% | +459+8.1% | Added |
| Clarius Group, LLC | 6,120 | $583.7K | 0.05% | −53−0.9% | Reduced |
| Busey Wealth Management | 6,120 | $583.7K | 0.02% | +11+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 6,129 | $584.6K | 0.34% | +14+0.2% | Added |
| Hilltop Holdings Inc. | 6,153 | $586.9K | 0.07% | −1,063−14.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,166 | $588.0K | 0.26% | −20−0.3% | Reduced |
| Symmetry Partners, LLC | 6,174 | $589.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,185 | $589.9K | 0.02% | −1,960−24.1% | Reduced |
| Dearborn Partners LLC | 6,186 | $590.0K | 0.02% | −177−2.8% | Reduced |
| Epoch Investment Partners, Inc. | 6,222 | $593.5K | 0.00% | −2,354−27.4% | Reduced |
| American Financial Group Inc | 6,250 | $596.0K | 0.18% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,251 | $596.3K | 0.55% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 5,490 | $598.4K | 0.03% | +166+3.1% | Added |
| WSFS Capital Management, LLC | 6,287 | $599.7K | 0.06% | +246+4.1% | Added |
| Birmingham Capital Management Co Inc | 6,330 | $603.8K | 0.25% | −160−2.5% | Reduced |
| South Street Advisors LLC | 6,420 | $612.3K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,443 | $614.6K | 0.05% | +140+2.2% | Added |
| Clearstead Advisors, LLC | 6,472 | $617.3K | 0.04% | +171+2.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,487 | $619.0K | 0.25% | +2,087+47.4% | Added |
| Imprint Wealth LLC | 6,493 | $619.3K | 0.39% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $620.0K | 0.09% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,520 | $621.9K | 0.13% | +372+6.1% | Added |
| C2C Wealth Management, LLC | 6,267 | $622.7K | 0.08% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 6,580 | $627.6K | 0.01% | −891−11.9% | Reduced |
| Trust Co of Toledo NA | 6,580 | $627.6K | 0.11% | +900+15.8% | Added |
| MCF Advisors LLC | 6,598 | $629.3K | 0.06% | +609+10.2% | Added |
| USA Financial Portformulas Corp | 6,598 | $629.3K | 0.97% | −1,516−18.7% | Reduced |
| Islay Capital Management, LLC | 6,599 | $629.4K | 0.55% | 00.0% | Unchanged |
| Wahed Invest LLC | 6,615 | $630.9K | 0.22% | +632+10.6% | Added |
| Sandy Spring Bank | 6,618 | $631.2K | 0.03% | −313−4.5% | Reduced |
| Westhampton Capital, LLC | 6,683 | $637.4K | 0.41% | −20−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 6,717 | $641.0K | 0.05% | −77−1.1% | Reduced |
| CAPROCK Group, Inc. | 6,737 | $642.6K | 0.05% | −30−0.4% | Reduced |
| Eqis Capital Management, Inc. | 6,808 | $649.4K | 0.07% | −219−3.1% | Reduced |
| Aull & Monroe Investment Management Corp | 6,827 | $651.2K | 0.33% | −100−1.4% | Reduced |
| Heron Financial Group, LLC | 6,830 | $651.4K | 0.35% | +150+2.2% | Added |
| Infrastructure Capital Advisors, LLC | 6,853 | $653.6K | 0.12% | +3,220+88.6% | Added |
| Hudson Valley Investment Advisors Inc | 6,868 | $655.1K | 0.09% | −75−1.1% | Reduced |
| EP Wealth Advisors, LLC | 50,237 | $655.1K | 0.01% | +35,237+234.9% | Added |
| Spreng Capital Management, Inc. | 6,898 | $658.0K | 0.52% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 6,911 | $659.2K | 0.03% | +6,911 | New |
| Park Place Capital Corp | 6,913 | $659.3K | 0.19% | +82+1.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $660.5K | 0.45% | 00.0% | Unchanged |
| Balentine LLC | 6,930 | $661.0K | 0.02% | −4,247−38.0% | Reduced |
| 1st Source Bank | 6,949 | $662.8K | 0.04% | +50+0.7% | Added |
| Equitable Holdings, Inc. | 6,961 | $663.9K | 0.01% | +1,336+23.8% | Added |
| Cladis Investment Advisory, LLC | 6,971 | $664.9K | 0.58% | +10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,998 | $667.5K | 0.04% | +435+6.6% | Added |
| Navalign, LLC | 7,011 | $668.7K | 0.27% | −22−0.3% | Reduced |
| Concord Wealth Partners | 7,018 | $669.4K | 0.14% | +3,164+82.1% | Added |
| J.W. Cole Advisors, Inc. | 7,046 | $672.0K | 0.05% | +109+1.6% | Added |
| Nomura Holdings Inc | 7,059 | $673.3K | 0.01% | +7,059 | New |
| Avidian Wealth Solutions, LLC | 7,076 | $674.9K | 0.04% | −3,582−33.6% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $675.3K | 0.18% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7,090 | $676.2K | 0.33% | +505+7.7% | Added |
| David Loasby | 7,099 | $677.3K | 0.07% | +1,088+18.1% | Added |
| AMG National Trust Bank | 7,111 | $678.2K | 0.02% | −3,488−32.9% | Reduced |
| Portman Square Capital LLP | 7,117 | $678.8K | 0.12% | −6,587−48.1% | Reduced |
| Glenview Trust Co | 7,144 | $681.4K | 0.02% | −623−8.0% | Reduced |
| Meeder Advisory Services, Inc. | 7,168 | $683.7K | 0.07% | +345+5.1% | Added |
| Penobscot Investment Management Company, Inc. | 7,270 | $693.4K | 0.11% | −1,364−15.8% | Reduced |
| Bradley Foster & Sargent Inc | 7,272 | $693.6K | 0.01% | +57+0.8% | Added |
| Dark Forest Capital Management LP | 7,281 | $694.5K | 0.07% | +4,235+139.0% | Added |
| We Are One Seven, LLC | 7,289 | $695.2K | 0.06% | −2,931−28.7% | Reduced |
| Hunter Associates Investment Management LLC | 7,260 | $698.0K | 0.14% | −7−0.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,317 | $698.0K | 0.45% | +103+1.4% | Added |
| Peapack Gladstone Financial Corp | 7,323 | $699.0K | 0.01% | −338−4.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,336 | $699.7K | 0.20% | −9−0.1% | Reduced |
| Doheny Asset Management | 7,339 | $700.0K | 0.60% | −350−4.6% | Reduced |
| Wealth Alliance | 7,339 | $700.0K | 0.10% | −542−6.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,352 | $701.2K | 0.17% | −73−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 7,358 | $701.8K | 0.12% | −71−1.0% | Reduced |
| Thomas White International Ltd | 7,374 | $703.3K | 0.15% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,397 | $705.0K | 0.65% | +118+1.6% | Added |
| Edge Capital Group, LLC | 7,438 | $709.4K | 0.04% | −2,005−21.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,445 | $710.4K | 0.20% | −31−0.4% | Reduced |
| Quantinno Capital Management LP | 7,477 | $713.0K | 0.04% | −2,912−28.0% | Reduced |
| Aquatic Capital Management LLC | 7,500 | $715.0K | 0.04% | +6,800+971.4% | Added |
| Flagship Harbor Advisors, LLC | 7,549 | $720.1K | 0.06% | −973−11.4% | Reduced |
| Forum Financial Management, LP | 7,554 | $720.5K | 0.02% | +44+0.6% | Added |
| FineMark National Bank & Trust | 7,574 | $722.4K | 0.03% | +1,424+23.2% | Added |
| Full Sail Capital, LLC | 7,580 | $723.0K | 0.06% | −30.0% | Reduced |
| WealthTrust Axiom LLC | 7,636 | $728.4K | 0.24% | +6+0.1% | Added |
| Virtus ETF Advisers LLC | 7,641 | $728.8K | 0.43% | −657−7.9% | Reduced |
| Jupiter Wealth Management LLC | 7,650 | $729.7K | 0.63% | −1,000−11.6% | Reduced |
| Edgestream Partners, L.P. | 7,691 | $733.6K | 0.07% | +7,691 | New |
| Private Capital Management, LLC | 7,738 | $738.1K | 0.09% | +1,649+27.1% | Added |
| Bull Street Advisors, LLC | 7,751 | $739.0K | 0.38% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,751 | $739.3K | 0.26% | 00.0% | Unchanged |
| NVWM, LLC | 7,774 | $741.5K | 0.24% | +335+4.5% | Added |
| Peoples Bank | 7,800 | $744.0K | 0.46% | −10−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 7,823 | $746.0K | 0.10% | −17−0.2% | Reduced |
| Machina Capital S.A.S. | 7,826 | $746.4K | 0.42% | +6,855+706.0% | Added |
| Vinva Investment Management Ltd | 7,907 | $747.4K | 0.07% | −8,061−50.5% | Reduced |
| Westmount Partners, LLC | 7,894 | $752.9K | 0.33% | +82+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 7,894 | $752.9K | 0.12% | +482+6.5% | Added |