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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 2,372 | $226.2K | 0.09% | +50+2.2% | Added |
| Marietta Investment Partners LLC | 2,360 | $225.1K | 0.06% | 00.0% | Unchanged |
| Jacobs & Co | 2,366 | $225.0K | 0.03% | −700−22.8% | Reduced |
| Close Asset Management Ltd | 2,356 | $225.0K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,357 | $224.8K | 0.05% | −10−0.4% | Reduced |
| Eads & Heald Wealth Management | 2,351 | $224.0K | 0.11% | +2,351 | New |
| Kovitz Investment Group Partners, LLC | 2,340 | $223.2K | 0.00% | +2,340 | New |
| SkyOak Wealth, LLC | 2,340 | $223.2K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,338 | $223.0K | 0.02% | −300−11.4% | Reduced |
| Summit Trail Advisors, LLC | 2,334 | $222.6K | 0.01% | +2,334 | New |
| Hurlow Wealth Management Group, Inc. | 2,333 | $222.5K | 0.10% | +10.0% | Added |
| Benjamin Edwards Inc | 2,329 | $222.0K | 0.05% | −318−12.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $222.0K | 0.02% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 2,323 | $221.6K | 0.02% | −67−2.8% | Reduced |
| Warwick Investment Management, Inc. | 2,322 | $221.5K | 0.09% | +79+3.5% | Added |
| Sound View Wealth Advisors Group, LLC | 2,322 | $221.5K | 0.03% | +82+3.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,300 | $221.0K | 0.16% | +10+0.4% | Added |
| Quantbot Technologies LP | 2,316 | $220.9K | 0.01% | −2,899−55.6% | Reduced |
| Covenant Asset Management, LLC | 2,310 | $220.3K | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,308 | $220.1K | 0.02% | −1,857−44.6% | Reduced |
| Donaldson Capital Management, LLC | 2,308 | $220.1K | 0.01% | +54+2.4% | Added |
| Principal Street Partners, LLC | 2,304 | $219.8K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,304 | $219.8K | 0.00% | +2,304 | New |
| Liberty Capital Management, Inc. | 2,302 | $219.6K | 0.07% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 2,299 | $219.3K | 0.01% | −50−2.1% | Reduced |
| Beaumont Financial Advisors, LLC | 2,278 | $217.3K | 0.02% | +73+3.3% | Added |
| Abacus Wealth Partners, LLC | 2,274 | $216.9K | 0.07% | −23−1.0% | Reduced |
| Centaurus Financial, Inc. | 2,270 | $216.0K | 0.02% | −2,402−51.4% | Reduced |
| Hexagon Capital Partners LLC | 2,254 | $215.0K | 0.06% | −13−0.6% | Reduced |
| Legacy Private Trust Co. | 2,250 | $214.6K | 0.02% | +2,250 | New |
| Leisure Capital Management | 2,249 | $214.5K | 0.12% | −161−6.7% | Reduced |
| AlphaCentric Advisors LLC | 2,246 | $214.2K | 0.12% | −1,447−39.2% | Reduced |
| KLCM Advisors, Inc. | 2,237 | $213.4K | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,237 | $213.4K | 0.04% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,229 | $212.6K | 0.01% | −65−2.8% | Reduced |
| First City Capital Management, Inc. | 2,221 | $211.8K | 0.13% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,220 | $211.7K | 0.06% | −280−11.2% | Reduced |
| APCM Wealth Management for Individuals | 2,212 | $211.0K | 0.03% | +37+1.7% | Added |
| Cross Staff Investments Inc | 2,209 | $210.7K | 0.19% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,208 | $210.6K | 0.08% | +2,208 | New |
| Van Leeuwen & Company, LLC | 2,201 | $210.5K | 0.13% | +2,201 | New |
| Shufro Rose & Co LLC | 2,199 | $209.7K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,198 | $209.6K | 0.03% | −197−8.2% | Reduced |
| First Business Financial Services, Inc. | 2,196 | $209.5K | 0.03% | −200−8.3% | Reduced |
| Evoke Wealth, LLC | 2,194 | $209.3K | 0.01% | +2,194 | New |
| Tarbox Family Office, Inc. | 2,191 | $209.0K | 0.04% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,189 | $208.8K | 0.17% | +100+4.8% | Added |
| Ethic Inc. | 2,188 | $208.7K | 0.01% | −630−22.4% | Reduced |
| Canvas Wealth Advisors, LLC | 1,952 | $208.6K | 0.08% | −240−10.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,185 | $208.0K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,178 | $207.7K | 0.03% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,174 | $207.4K | 0.34% | −253−10.4% | Reduced |
| Merit Financial Group, LLC | 2,174 | $207.3K | 0.01% | +2,174 | New |
| Cornerstone Wealth Group, LLC | 2,168 | $206.8K | 0.04% | −505−18.9% | Reduced |
| Guardian Capital Advisors LP | 2,088 | $206.4K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 2,154 | $205.4K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,150 | $205.0K | 0.04% | +54+2.6% | Added |
| Relyea Zuckerberg Hanson LLC | 2,148 | $204.9K | 0.05% | +2,148 | New |
| Pinnacle Bancorp, Inc. | 2,144 | $204.5K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,143 | $204.4K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,143 | $204.4K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,138 | $204.0K | 0.06% | +8+0.4% | Added |
| Ignite Planners, LLC | 2,047 | $203.6K | 0.08% | +18+0.9% | Added |
| Strategic Blueprint, LLC | 2,132 | $203.3K | 0.02% | −87−3.9% | Reduced |
| Occudo Quantitative Strategies LP | 2,130 | $203.2K | 0.02% | +2,130 | New |
| Spears Abacus Advisors LLC | 2,123 | $202.5K | 0.02% | −25−1.2% | Reduced |
| Wealthspire Advisors, LLC | 2,117 | $201.9K | 0.00% | −1,177−35.7% | Reduced |
| Steel Peak Wealth Management LLC | 2,117 | $201.9K | 0.01% | +2,117 | New |
| Aaron Wealth Advisors | 2,113 | $201.5K | 0.03% | −59−2.7% | Reduced |
| Mma Asset Management LLC | 2,113 | $201.5K | 0.12% | +2,113 | New |
| Moloney Securities Asset Management, LLC | 2,109 | $201.2K | 0.04% | −436−17.1% | Reduced |
| Natixis | 2,108 | $201.1K | 0.00% | −13,321−86.3% | Reduced |
| Fulton Bank, N.A. | 2,106 | $200.9K | 0.01% | +47+2.3% | Added |
| Brown Brothers Harriman & Co | 2,077 | $198.1K | 0.00% | −235−10.2% | Reduced |
| Jones Financial Companies LLLP | 2,059 | $196.4K | 0.00% | −654−24.1% | Reduced |
| Resurgent Financial Advisors LLC | 2,022 | $192.9K | 0.13% | −4−0.2% | Reduced |
| Global Retirement Partners, LLC | 2,014 | $192.0K | 0.01% | +30+1.5% | Added |
| TD Capital Management LLC | 2,000 | $190.8K | 0.02% | −66−3.2% | Reduced |
| Front Row Advisors LLC | 1,979 | $189.0K | 0.08% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,951 | $186.1K | 0.01% | +1,951 | New |
| Transamerica Financial Advisors, Inc. | 1,922 | $184.0K | 0.02% | +1,401+268.9% | Added |
| Headlands Technologies LLC | 1,904 | $181.6K | 0.06% | +1,904 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $180.5K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,881 | $179.4K | 0.09% | −389−17.1% | Reduced |
| Tradition Wealth Management, LLC | 1,870 | $178.0K | 0.02% | +69+3.8% | Added |
| Wellington Shields & Co., LLC | 1,832 | $174.7K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,797 | $171.4K | 0.15% | +61+3.5% | Added |
| Central Bank & Trust Co | 1,776 | $169.4K | 0.03% | −10−0.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,766 | $168.4K | 0.05% | +1,766 | New |
| Bank of New Hampshire | 1,742 | $166.2K | 0.05% | −15−0.9% | Reduced |
| Parkside Financial Bank & Trust | 1,734 | $165.4K | 0.04% | +45+2.7% | Added |
| Vestor Capital, LLC | 1,709 | $163.0K | 0.02% | −18−1.0% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $159.2K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,666 | $158.9K | 0.03% | +1,666 | New |
| Contravisory Investment Management, Inc. | 1,626 | $155.1K | 0.04% | +1,626 | New |
| Sunbelt Securities, Inc. | 1,616 | $154.2K | 0.02% | −87−5.1% | Reduced |
| Hills Bank & Trust Co | 1,581 | $150.8K | 0.02% | −54−3.3% | Reduced |
| Westside Investment Management, Inc. | 1,571 | $149.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,564 | $149.2K | 0.08% | +912+139.9% | Added |
| Tompkins Financial Corp | 1,544 | $147.3K | 0.02% | 00.0% | Unchanged |