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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 3,950 | $376.8K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,960 | $375.9K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,915 | $373.4K | 0.04% | −100−2.5% | Reduced |
| BKD Wealth Advisors, LLC | 3,912 | $373.1K | 0.01% | +120+3.2% | Added |
| Strategy Asset Managers LLC | 3,912 | $373.1K | 0.08% | −108−2.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,900 | $372.0K | 0.05% | +117+3.1% | Added |
| Segment Wealth Management, LLC | 3,868 | $368.9K | 0.04% | −25−0.6% | Reduced |
| SYSTM Wealth Solutions LLC | 3,865 | $368.7K | 0.05% | −99−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 3,689 | $366.8K | 0.05% | −1,524−29.2% | Reduced |
| KCM Investment Advisors LLC | 3,842 | $366.4K | 0.01% | −105−2.7% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $365.0K | 0.42% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,813 | $363.7K | 0.10% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,810 | $363.4K | 0.26% | −545−12.5% | Reduced |
| Spinnaker Trust | 3,808 | $363.2K | 0.03% | +500+15.1% | Added |
| 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 |
| CFS Investment Advisory Services, LLC | 3,785 | $361.0K | 0.05% | +3,785 | New |
| Montecito Bank & Trust | 3,770 | $359.6K | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,766 | $359.2K | 0.03% | +117+3.2% | Added |
| Welch Group, LLC | 3,756 | $358.2K | 0.02% | +16+0.4% | Added |
| Relative Value Partners Group, LLC | 3,747 | $357.4K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,737 | $356.4K | 0.08% | +267+7.7% | Added |
| PFG Investments, LLC | 3,729 | $355.6K | 0.06% | −103−2.7% | Reduced |
| Old Point Trust & Financial Services N A | 3,703 | $353.2K | 0.15% | −600−13.9% | Reduced |
| Groesbeck Investment Management Corp | 3,702 | $353.0K | 0.54% | −1,134−23.4% | Reduced |
| Saxon Interests, Inc. | 3,698 | $352.7K | 0.19% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,684 | $351.0K | 0.07% | +9+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 3,658 | $348.9K | 0.04% | −2−0.1% | Reduced |
| Spinnaker Investment Group, LLC | 3,636 | $346.8K | 0.11% | +6+0.2% | Added |
| Bayesian Capital Management, LP | 3,631 | $346.3K | 0.04% | −62,402−94.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,630 | $346.2K | 0.01% | −97−2.6% | Reduced |
| Courier Capital LLC | 3,628 | $346.0K | 0.03% | +3,628 | New |
| Vectors Research Management, LLC | 3,628 | $346.0K | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,619 | $345.2K | 0.03% | −88−2.4% | Reduced |
| Wedgewood Investors Inc | 3,600 | $343.4K | 0.44% | −99−2.7% | Reduced |
| Change Path, LLC | 3,587 | $342.0K | 0.02% | +214+6.3% | Added |
| Stockman Wealth Management, Inc. | 3,566 | $340.1K | 0.07% | −1,090−23.4% | Reduced |
| Investors Asset Management of Georgia Inc | 3,552 | $338.8K | 0.17% | −50−1.4% | Reduced |
| Harbor Advisors LLC | 3,541 | $337.7K | 0.07% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,539 | $337.5K | 0.23% | +3,539 | New |
| Whittier Trust Co | 3,527 | $336.4K | 0.01% | −634−15.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,523 | $336.0K | 0.02% | +14+0.4% | Added |
| Corbyn Investment Management Inc | 3,516 | $335.4K | 0.16% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,302 | $335.0K | 0.01% | −3,006−47.7% | Reduced |
| MQS Management LLC | 3,492 | $333.1K | 0.23% | +573+19.6% | Added |
| Impact Partnership Wealth, LLC | 3,478 | $331.8K | 0.12% | +3,478 | New |
| Athena Investment Management | 3,477 | $331.6K | 0.23% | −32−0.9% | Reduced |
| Empire Financial Management Company, LLC | 3,476 | $331.6K | 0.13% | −14,422−80.6% | Reduced |
| ARS Investment Partners, LLC | 3,475 | $331.4K | 0.04% | −1,375−28.4% | Reduced |
| Wealthsource Partners, LLC | 3,458 | $329.8K | 0.02% | +21+0.6% | Added |
| Crescent Grove Advisors, LLC | 3,454 | $329.4K | 0.04% | −1,901−35.5% | Reduced |
| Laidlaw Wealth Management LLC | 3,453 | $329.3K | 0.06% | +836+31.9% | Added |
| Arete Wealth Advisors, LLC | 3,453 | $329.0K | 0.03% | −272−7.3% | Reduced |
| Ruggaard & Associates LLC | 3,447 | $328.8K | 0.19% | +71+2.1% | Added |
| Abacus Planning Group, Inc. | 3,432 | $327.3K | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $327.2K | 0.16% | 00.0% | Unchanged |
| Davidson Trust Co | 3,426 | $326.8K | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,420 | $326.3K | 0.07% | +239+7.5% | 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 |
| Verus Capital Partners, LLC | 3,408 | $325.0K | 0.05% | +1,209+55.0% | Added |
| 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 |
| CoreFirst Bank & Trust | 3,399 | $324.2K | 0.23% | −44−1.3% | Reduced |
| Keating Investment Counselors Inc | 3,380 | $322.4K | 0.12% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,350 | $319.5K | 0.06% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,343 | $318.9K | 0.21% | −493−12.9% | Reduced |
| Excalibur Management Corp | 3,337 | $318.3K | 0.16% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 3,334 | $318.0K | 0.40% | −25−0.7% | Reduced |
| Allen Investment Management LLC | 3,318 | $316.5K | 0.00% | −24−0.7% | Reduced |
| Capital Analysts, LLC | 3,292 | $314.0K | 0.02% | +7+0.2% | Added |
| Tanager Wealth Management LLP | 3,277 | $312.6K | 0.07% | +6+0.2% | Added |
| Tennessee Valley Asset Management Partners | 3,274 | $312.3K | 0.10% | +53+1.6% | Added |
| Blue Edge Capital, LLC | 3,266 | $311.5K | 0.06% | +4+0.1% | Added |
| DRW Securities, LLC | 3,256 | $311.0K | 0.02% | −4,461−57.8% | Reduced |
| Drive Wealth Management, LLC | 3,255 | $310.5K | 0.12% | +94+3.0% | Added |
| Northcape Wealth Management, LLC | 3,244 | $309.4K | 0.11% | +68+2.1% | Added |
| M&R Capital Management Inc | 3,238 | $308.8K | 0.08% | −300−8.5% | Reduced |
| Green Square Capital Advisors LLC | 3,232 | $308.3K | 0.04% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 3,051 | $306.2K | 0.26% | +3,051 | New |
| Rossmore Private Capital | 3,204 | $305.6K | 0.05% | +140+4.6% | Added |
| LCNB Corp | 3,203 | $305.5K | 0.13% | +280+9.6% | Added |
| Good Life Advisors, LLC | 3,194 | $304.6K | 0.03% | +93+3.0% | Added |
| Trust Co of Oklahoma | 3,190 | $304.3K | 0.11% | −1,234−27.9% | Reduced |
| Westwood Holdings Group Inc. | 3,186 | $304.0K | 0.00% | −785−19.8% | Reduced |
| First National Bank Sioux Falls | 3,184 | $303.7K | 0.19% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,177 | $303.1K | 0.03% | −49−1.5% | Reduced |
| Capital Investment Advisory Services, LLC | 3,172 | $302.6K | 0.03% | −184−5.5% | Reduced |
| Whalerock Point Partners, LLC | 3,171 | $302.4K | 0.10% | +52+1.7% | Added |
| Sentry Investment Management LLC | 3,155 | $301.0K | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,152 | $300.6K | 0.11% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,142 | $299.7K | 0.03% | +68+2.2% | Added |
| Prelude Capital Management, LLC | 3,139 | $299.4K | 0.02% | +3,139 | New |
| Beaton Management Co. Inc. | 3,131 | $299.0K | 0.19% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,115 | $297.1K | 0.03% | +3,115 | New |
| Point72 Asset Management, L.P. | 3,109 | $296.5K | 0.00% | −49,114−94.0% | Reduced |
| Capital Investment Advisors, LLC | 3,107 | $296.4K | 0.01% | +29+0.9% | Added |
| Angeles Wealth Management, LLC | 3,107 | $296.3K | 0.04% | +199+6.8% | Added |
| First Interstate Bank | 3,107 | $296.3K | 0.02% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,107 | $296.3K | 0.14% | −143−4.4% | Reduced |