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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 3,106 | $296.3K | 0.11% | −170−5.2% | Reduced |
| Cornerstone Advisors, LLC | 3,100 | $295.7K | 0.01% | +3,100 | New |
| Magnus Financial Group LLC | 3,086 | $294.4K | 0.04% | −45−1.4% | Reduced |
| Apriem Advisors | 3,067 | $292.5K | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 3,066 | $292.4K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,061 | $292.0K | 0.25% | −279−8.4% | Reduced |
| Chilton Capital Management LLC | 3,051 | $291.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,049 | $290.8K | 0.09% | −39−1.3% | Reduced |
| Wedmont Private Capital | 2,869 | $288.2K | 0.03% | −877−23.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,002 | $286.3K | 0.01% | +264+9.6% | Added |
| WBH Advisory Inc | 3,000 | $286.2K | 0.03% | −100−3.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,000 | $286.1K | 0.03% | −944−23.9% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $286.1K | 0.24% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,000 | $286.0K | 0.13% | +3,000 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $285.3K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,987 | $284.9K | 0.01% | −72−2.4% | Reduced |
| Adviser Investments LLC | 2,985 | $284.7K | 0.01% | +316+11.8% | Added |
| Proequities, Inc. | 2,982 | $284.4K | 0.02% | +41+1.4% | Added |
| PDS Planning, Inc | 2,982 | $284.4K | 0.04% | +155+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,971 | $283.3K | 0.00% | −94,562−97.0% | Reduced |
| Penserra Capital Management LLC | 2,977 | $283.0K | 0.01% | +2,951+11,350.0% | Added |
| Empower Advisory Group, LLC | 2,954 | $281.8K | 0.00% | −59−2.0% | Reduced |
| Geller Advisors LLC | 2,946 | $281.0K | 0.04% | +2,946 | New |
| Financial Partners Group, LLC | 2,917 | $278.3K | 0.14% | −829−22.1% | Reduced |
| Avantax Planning Partners, Inc. | 2,911 | $277.6K | 0.01% | +22+0.8% | Added |
| Stokes Family Office, LLC | 2,903 | $276.9K | 0.03% | +390+15.5% | Added |
| Focus Financial Network, Inc. | 2,902 | $276.7K | 0.02% | +625+27.4% | Added |
| Lakeview Capital Partners, LLC | 2,901 | $276.7K | 0.05% | +2,901 | New |
| Ballentine Partners, LLC | 2,889 | $275.6K | 0.01% | +142+5.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,880 | $274.7K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,863 | $273.1K | 0.01% | +2,863 | New |
| AIA Group Ltd | 2,840 | $270.9K | 0.01% | −1,625−36.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,840 | $270.8K | 0.19% | +63+2.3% | Added |
| First National Bank of South Miami | 2,817 | $268.7K | 0.22% | −138−4.7% | Reduced |
| ABLE Financial Group, LLC | 2,809 | $267.9K | 0.14% | −2,094−42.7% | Reduced |
| IVC Wealth Advisors LLC | 2,802 | $267.3K | 0.17% | −8−0.3% | Reduced |
| V-Square Quantitative Management LLC | 2,795 | $266.6K | 0.19% | −202−6.7% | Reduced |
| Foundations Investment Advisors, LLC | 2,795 | $266.6K | 0.01% | −70−2.4% | Reduced |
| Essex Financial Services, Inc. | 2,792 | $266.3K | 0.03% | −4,461−61.5% | Reduced |
| SBB Research Group LLC | 2,782 | $265.4K | 0.48% | +31+1.1% | Added |
| BancorpSouth Bank | 2,780 | $265.2K | 0.02% | +11+0.4% | Added |
| Perennial Investment Advisors, LLC | 2,767 | $263.9K | 0.05% | +385+16.2% | Added |
| LBMC Investment Advisors, LLC | 2,757 | $263.0K | 0.03% | +10.0% | Added |
| Callan Capital, LLC | 2,753 | $262.6K | 0.03% | −504−15.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,760 | $261.0K | 0.01% | +2,760 | New |
| Lindbrook Capital, LLC | 2,724 | $259.8K | 0.03% | +91+3.5% | Added |
| Tiedemann Advisors, LLC | 2,720 | $259.4K | 0.01% | +12+0.4% | Added |
| Stiles Financial Services Inc | 2,719 | $259.4K | 0.13% | +53+2.0% | Added |
| Jennison Associates LLC | 2,718 | $259.2K | 0.00% | +96+3.7% | Added |
| Laurel Wealth Advisors LLC | 2,697 | $257.2K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,699 | $257.0K | 0.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,693 | $256.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,687 | $256.3K | 0.13% | +85+3.3% | Added |
| Harbour Investments, Inc. | 2,679 | $255.6K | 0.01% | +156+6.2% | Added |
| Monetary Management Group Inc | 2,677 | $255.3K | 0.08% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,677 | $255.3K | 0.16% | +389+17.0% | Added |
| Carl Stuart Investment Advisor, Inc | 2,663 | $254.0K | 0.19% | +2,663 | New |
| HCR Wealth Advisors | 2,646 | $252.4K | 0.05% | +2+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,644 | $252.2K | 0.12% | −100−3.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,642 | $252.0K | 0.07% | −7−0.3% | Reduced |
| Jmac Enterprises LLC | 2,635 | $251.3K | 0.06% | 00.0% | Unchanged |
| Laurion Capital Management LP | 2,633 | $251.1K | 0.01% | −1,404−34.8% | Reduced |
| Plancorp, LLC | 2,632 | $251.0K | 0.01% | −265−9.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $250.2K | 0.04% | +155+6.3% | Added |
| Port Capital LLC | 2,617 | $250.0K | 0.02% | +91+3.6% | Added |
| Basso Capital Management, L.P. | 2,612 | $249.1K | 0.28% | −175−6.3% | Reduced |
| Pearl River Capital, LLC | 2,604 | $248.4K | 0.04% | −53,335−95.3% | Reduced |
| Gables Capital Management Inc. | 2,602 | $248.2K | 0.16% | +50+2.0% | Added |
| Dodge & Cox | 2,600 | $248.0K | 0.00% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $247.6K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 2,586 | $246.7K | 0.03% | +505+24.3% | Added |
| TD Ameritrade Investment Management, LLC | 2,580 | $246.0K | 0.00% | −312−10.8% | Reduced |
| Moller Financial Services | 2,568 | $244.9K | 0.07% | 00.0% | Unchanged |
| Wade G W & Inc | 2,560 | $244.0K | 0.01% | +203+8.6% | Added |
| Everhart Financial Group, Inc. | 2,558 | $244.0K | 0.10% | +162+6.8% | Added |
| Hamilton Capital, LLC | 2,541 | $242.4K | 0.02% | +2,541 | New |
| Greenfield Savings Bank | 2,537 | $242.0K | 0.16% | +177+7.5% | Added |
| Ethos Financial Group, LLC | 2,385 | $241.8K | 0.08% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $241.5K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,527 | $241.0K | 0.09% | +2,527 | New |
| Plimoth Trust Co LLC | 2,526 | $240.9K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,509 | $239.3K | 0.02% | −18−0.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,511 | $239.0K | 0.11% | +2,511 | New |
| CSS LLC | 2,500 | $238.4K | 0.02% | −500−16.7% | Reduced |
| Acima Private Wealth, LLC | 2,500 | $238.4K | 0.11% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,495 | $238.0K | 0.11% | −17−0.7% | Reduced |
| Aldebaran Financial Inc. | 2,495 | $238.0K | 0.34% | −370−12.9% | Reduced |
| Montag A & Associates Inc | 2,488 | $237.3K | 0.01% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,481 | $236.7K | 0.09% | −168−6.3% | Reduced |
| Greytown Advisors Inc. | 2,463 | $234.9K | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,447 | $233.4K | 0.02% | −669−21.5% | Reduced |
| Acropolis Investment Management, LLC | 2,425 | $231.3K | 0.02% | −2,002−45.2% | Reduced |
| Aries Wealth Management | 2,418 | $230.6K | 0.09% | +15+0.6% | Added |
| Denver Wealth Management, Inc. | 2,407 | $229.6K | 0.16% | −44−1.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,400 | $228.9K | 0.06% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,395 | $228.4K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,390 | $228.0K | 0.09% | 00.0% | Unchanged |
| TCWP LLC | 2,389 | $227.9K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,389 | $227.9K | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,386 | $227.6K | 0.01% | −327−12.1% | Reduced |