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 |
|---|---|---|---|---|---|
| Weaver Consulting Group | 5,097 | $486.2K | 0.21% | +20.0% | Added |
| Kapitalo Investimentos Ltda | 5,093 | $485.8K | 0.09% | +4,027+377.8% | Added |
| Schnieders Capital Management LLC | 5,058 | $482.4K | 0.10% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 5,041 | $480.8K | 0.35% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 5,038 | $480.5K | 0.33% | −27−0.5% | Reduced |
| Whitener Capital Management, Inc. | 4,997 | $476.6K | 0.18% | −78−1.5% | Reduced |
| Garrison Point Advisors, LLC | 4,975 | $474.5K | 0.34% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 4,957 | $472.8K | 0.00% | −2,750−35.7% | 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 |
| BerganKDV Wealth Management, LLC | 4,950 | $472.2K | 0.05% | −1,250−20.2% | Reduced |
| Patron Partners Advisors, LLC | 4,950 | $472.1K | 0.33% | −352−6.6% | Reduced |
| Comerica Securities,inc. | 4,937 | $470.9K | 0.03% | −521−9.5% | Reduced |
| S.A. Mason LLC | 4,644 | $470.8K | 0.34% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,932 | $470.4K | 0.10% | +4,932 | New |
| Baker Tilly Wealth Management, LLC | 4,926 | $469.8K | 0.05% | −180−3.5% | Reduced |
| Tradewinds, LLC. | 4,891 | $466.5K | 0.27% | +177+3.8% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $464.9K | 0.13% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,861 | $464.0K | 0.00% | +983+25.3% | Added |
| EverSource Wealth Advisors, LLC | 4,833 | $461.0K | 0.05% | −59−1.2% | Reduced |
| Citizens Financial Group Inc | 4,801 | $457.9K | 0.02% | −3−0.1% | Reduced |
| Financial Advisory Service, Inc. | 4,792 | $457.1K | 0.06% | +237+5.2% | Added |
| LVM Capital Management Ltd | 4,795 | $457.0K | 0.06% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,791 | $457.0K | 0.09% | +1,492+45.2% | Added |
| PFG Advisors | 4,781 | $456.0K | 0.03% | −408−7.9% | Reduced |
| Ausdal Financial Partners, Inc. | 4,767 | $454.7K | 0.06% | +151+3.3% | Added |
| Venturi Wealth Management, LLC | 4,763 | $454.3K | 0.04% | −466−8.9% | Reduced |
| Vaughan David Investments LLC | 4,756 | $454.0K | 0.01% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 4,748 | $452.9K | 0.30% | −2,136−31.0% | Reduced |
| First Foundation Advisors | 4,733 | $451.5K | 0.02% | +82+1.8% | Added |
| Sendero Wealth Management, LLC | 4,726 | $450.7K | 0.10% | +4,726 | New |
| Sheaff Brock Investment Advisors, LLC | 4,700 | $448.3K | 0.04% | +680+16.9% | Added |
| Lingohr & Partner Asset Management GmbH | 4,700 | $448.0K | 1.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,694 | $447.7K | 0.02% | −144−3.0% | Reduced |
| Insigneo Advisory Services, LLC | 4,669 | $445.3K | 0.09% | +9+0.2% | Added |
| Lincoln Capital LLC | 4,667 | $445.1K | 0.11% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 4,585 | $437.3K | 0.11% | +36+0.8% | Added |
| Flputnam Investment Management Co | 4,567 | $435.6K | 0.01% | −427−8.6% | Reduced |
| Pinnacle Financial Partners Inc | 4,549 | $433.9K | 0.01% | +11+0.2% | Added |
| Wealthcare Advisory Partners LLC | 4,547 | $433.7K | 0.02% | −1,420−23.8% | Reduced |
| Pitcairn Co | 4,522 | $431.4K | 0.04% | −40−0.9% | Reduced |
| Spire Wealth Management | 4,511 | $430.2K | 0.02% | −676−13.0% | Reduced |
| Evergreen Capital Management LLC | 4,499 | $429.1K | 0.02% | +153+3.5% | Added |
| San Luis Wealth Advisors LLC | 4,496 | $429.0K | 0.15% | −11−0.2% | Reduced |
| Roberts Glore & Co Inc | 4,452 | $424.6K | 0.14% | 00.0% | Unchanged |
| 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 |
| KLR Investment Advisors, LLC | 4,441 | $423.6K | 0.35% | +161+3.8% | Added |
| Verity Asset Management, Inc. | 4,430 | $422.5K | 0.31% | −221−4.8% | Reduced |
| Means Investment Co., Inc. | 4,426 | $422.2K | 0.07% | −20.0% | Reduced |
| Woodmont Investment Counsel LLC | 4,412 | $420.8K | 0.04% | −9−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 4,410 | $420.6K | 0.41% | +4,410 | New |
| Austin Private Wealth, LLC | 4,407 | $420.3K | 0.06% | +41+0.9% | Added |
| Estabrook Capital Management | 4,404 | $420.1K | 0.07% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,400 | $419.7K | 0.04% | −100−2.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,396 | $419.2K | 0.00% | +814+22.7% | Added |
| Gallacher Capital Management LLC | 4,390 | $418.7K | 0.24% | +4,390 | New |
| Trust Co | 4,389 | $418.6K | 0.06% | +1,307+42.4% | Added |
| Farther Finance Advisors, LLC | 4,382 | $418.0K | 0.09% | +669+18.0% | Added |
| Waddell & Associates, LLC | 4,380 | $417.8K | 0.06% | −1,124−20.4% | Reduced |
| Riverwater Partners LLC | 4,366 | $416.4K | 0.37% | +32+0.7% | Added |
| WP Advisors, LLC | 4,313 | $411.4K | 0.16% | +47+1.1% | Added |
| Symphony Financial, Ltd. Co. | 4,343 | $410.5K | 0.10% | −82−1.9% | Reduced |
| Naviter Wealth, LLC | 4,296 | $409.8K | 0.10% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,286 | $408.8K | 0.09% | +34+0.8% | Added |
| Point72 Middle East FZE | 4,283 | $408.5K | 0.02% | +3,192+292.6% | Added |
| Princeton Global Asset Management LLC | 4,279 | $408.1K | 0.12% | +4+0.1% | Added |
| Nilsine Partners, LLC | 4,270 | $407.2K | 0.06% | −519−10.8% | Reduced |
| Empirical Asset Management, LLC | 4,268 | $407.1K | 0.36% | −28−0.7% | Reduced |
| Your Advocates Ltd., LLP | 4,261 | $406.4K | 0.21% | +47+1.1% | Added |
| Desjardins Global Asset Management Inc. | 4,258 | $406.1K | 0.05% | +2,735+179.6% | Added |
| Schonfeld Strategic Advisors LLC | 4,235 | $403.9K | 0.00% | +1,045+32.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,227 | $403.2K | 0.02% | +3,183+304.9% | Added |
| Weik Capital Management | 4,220 | $402.5K | 0.19% | 00.0% | Unchanged |
| Coastline Trust Co | 4,185 | $399.2K | 0.06% | −465−10.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,130 | $394.0K | 0.28% | −149−3.5% | Reduced |
| SignalPoint Asset Management, LLC | 4,098 | $390.9K | 0.12% | +22+0.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,093 | $390.4K | 0.01% | +643+18.6% | Added |
| GHP Investment Advisors, Inc. | 3,331 | $388.5K | 0.02% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,070 | $388.2K | 0.45% | +621+18.0% | Added |
| Conning Inc. | 4,058 | $387.1K | 0.01% | −340−7.7% | Reduced |
| Insight Folios Inc | 4,041 | $385.4K | 0.16% | −106−2.6% | Reduced |
| Dividend Assets Capital, LLC | 4,035 | $385.0K | 0.08% | −98−2.4% | Reduced |
| 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 |
| Ballew Advisors, Inc | 3,789 | $384.7K | 0.28% | 00.0% | Unchanged |
| First Western Trust Bank | 4,025 | $383.9K | 0.02% | −212−5.0% | Reduced |
| Roman Butler Fullerton & Co | 3,734 | $382.6K | 0.18% | +19+0.5% | Added |
| Mayflower Financial Advisors, LLC | 4,010 | $382.5K | 0.05% | −78−1.9% | Reduced |
| Affinity Investment Advisors, LLC | 4,010 | $382.5K | 0.22% | +4,010 | New |
| Straight Path Wealth Management | 4,004 | $381.9K | 0.26% | +4,004 | New |
| 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 |
| Kolinsky Wealth Management, LLC | 4,032 | $381.1K | 0.36% | +226+5.9% | Added |
| Wilkins Investment Counsel Inc | 3,989 | $380.0K | 0.10% | 00.0% | Unchanged |
| Field & Main Bank | 3,979 | $379.5K | 0.21% | −170−4.1% | Reduced |
| Roundview Capital LLC | 3,978 | $379.4K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,973 | $378.9K | 0.07% | +2+0.1% | Added |
| Portside Wealth Group, LLC | 3,972 | $378.8K | 0.07% | +3,972 | New |
| Edmond de Rothschild Holding S.A. | 3,954 | $377.1K | 0.01% | 00.0% | Unchanged |