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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,506 | $143.6K | 0.04% | +495+49.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,501 | $143.2K | 0.00% | +410+37.6% | Added |
| Compass Wealth Management LLC | 1,479 | $141.1K | 0.04% | −52−3.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,465 | $139.7K | 0.04% | −691−32.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,459 | $139.2K | 0.03% | −20−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 1,419 | $135.3K | 0.03% | −74−5.0% | Reduced |
| Avion Wealth | 1,423 | $135.0K | 0.04% | +7+0.5% | Added |
| Manchester Capital Management LLC | 1,404 | $133.9K | 0.02% | +10+0.7% | Added |
| Alta Advisers Ltd | 1,400 | $133.5K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,366 | $130.0K | 0.01% | +1+0.1% | Added |
| JNBA Financial Advisors | 1,355 | $129.2K | 0.02% | −5−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $129.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,344 | $128.2K | 0.02% | +4+0.3% | Added |
| Covestor Ltd | 1,320 | $126.0K | 0.10% | −868−39.7% | Reduced |
| JJJ Advisors Inc. | 1,314 | $125.3K | 0.03% | −43−3.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,312 | $125.1K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,307 | $124.7K | 0.01% | −93−6.6% | Reduced |
| WealthPLAN Partners, LLC | 1,299 | $123.9K | 0.02% | +192+17.3% | Added |
| Financial Management Professionals, Inc. | 1,270 | $121.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $120.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,249 | $119.2K | 0.07% | −144−10.3% | Reduced |
| Arlington Partners LLC | 1,248 | $119.0K | 0.02% | +877+236.4% | Added |
| Steward Financial Group LLC | 1,249 | $119.0K | 0.04% | +1,249 | New |
| Capital Advisors, Ltd. LLC | 1,240 | $118.0K | 0.02% | +468+60.6% | Added |
| Centennial Bank | 1,194 | $113.9K | 0.08% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,155 | $110.2K | 0.05% | −786−40.5% | Reduced |
| Riverview Trust Co | 1,119 | $106.7K | 0.10% | +529+89.7% | Added |
| Grove Bank & Trust | 1,115 | $106.3K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,100 | $104.9K | 0.01% | +101+10.1% | Added |
| Pittenger & Anderson Inc | 1,088 | $103.8K | 0.00% | −5−0.5% | Reduced |
| Register Financial Advisors LLC | 1,071 | $102.1K | 0.07% | +4+0.4% | Added |
| Cutler Group LP | 1,057 | $100.0K | 0.02% | −1,525−59.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,035 | $98.7K | 0.08% | +411+65.9% | Added |
| Armstrong Advisory Group, Inc | 1,032 | $98.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,029 | $98.2K | 0.01% | −9−0.9% | Reduced |
| Hantz Financial Services, Inc. | 1,022 | $98.0K | 0.00% | −29−2.8% | Reduced |
| First Horizon Advisors, Inc. | 1,016 | $96.9K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,001 | $95.5K | 0.09% | +1,001 | New |
| Mechanics Financial Corp | 1,000 | $95.4K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 991 | $95.0K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 987 | $94.4K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 986 | $94.1K | 0.05% | −58−5.6% | Reduced |
| Global Trust Asset Management, LLC | 964 | $91.9K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 930 | $88.9K | 0.01% | +930 | New |
| McIlrath & Eck, LLC | 923 | $88.0K | 0.02% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 900 | $85.8K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 900 | $85.8K | 0.03% | +900 | New |
| Achmea Investment Management B.V. | 890 | $85.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 887 | $84.6K | 0.02% | +99+12.6% | Added |
| Stonebridge Capital Advisors LLC | 885 | $84.4K | 0.01% | +80+9.9% | Added |
| WR Wealth Planners, LLC | 863 | $82.3K | 0.03% | +23+2.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 860 | $82.0K | 0.05% | 00.0% | Unchanged |
| Motco | 853 | $81.4K | 0.01% | −48−5.3% | Reduced |
| First Eagle Investment Management, LLC | 849 | $81.0K | 0.00% | −790−48.2% | Reduced |
| Optimum Investment Advisors | 838 | $79.9K | 0.04% | 00.0% | Unchanged |
| City State Bank | 831 | $79.0K | 0.04% | +29+3.6% | Added |
| McClarren Financial Advisors, Inc. | 815 | $77.0K | 0.06% | +306+60.1% | Added |
| Oakworth Capital, Inc. | 807 | $77.0K | 0.01% | +381+89.4% | Added |
| Versant Capital Management, Inc | 789 | $75.3K | 0.02% | +47+6.3% | Added |
| Missouri Trust & Investment Co | 749 | $71.4K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 746 | $71.2K | 0.01% | +12+1.6% | Added |
| Clearview Wealth Advisors LLC | 745 | $71.1K | 0.07% | +1+0.1% | Added |
| General Partner, Inc. | 740 | $70.6K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 736 | $70.2K | 0.01% | +8+1.1% | Added |
| Dakota Community Bank & Trust NA | 728 | $69.4K | 0.41% | +728 | New |
| Plante Moran Financial Advisors, LLC | 725 | $69.2K | 0.01% | +125+20.8% | Added |
| Godsey & Gibb Associates | 722 | $68.9K | 0.01% | +43+6.3% | Added |
| Piscataqua Savings Bank | 722 | $68.9K | 0.06% | +1+0.1% | Added |
| JFS Wealth Advisors, LLC | 719 | $68.6K | 0.01% | +2+0.3% | Added |
| Gleason Group, Inc. | 716 | $68.3K | 0.02% | +8+1.1% | Added |
| Harvest Fund Management Co., Ltd | 717 | $68.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 712 | $67.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 705 | $67.2K | 0.08% | +639+968.2% | Added |
| Vigilant Capital Management, LLC | 700 | $67.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 702 | $67.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 684 | $65.2K | 0.01% | +84+14.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 683 | $65.2K | 0.00% | +6+0.9% | Added |
| Toth Financial Advisory Corp | 682 | $65.1K | 0.01% | −13−1.9% | Reduced |
| Valley National Advisers Inc | 674 | $65.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 679 | $64.8K | 0.01% | −23−3.3% | Reduced |
| Pin Oak Investment Advisors Inc | 669 | $64.0K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 669 | $63.8K | 0.04% | +620+1,265.3% | Added |
| RFP Financial Group LLC | 666 | $63.5K | 0.03% | +250+60.1% | Added |
| Prestige Wealth Management Group LLC | 643 | $61.3K | 0.01% | +87+15.6% | Added |
| SRS Capital Advisors, Inc. | 614 | $58.6K | 0.01% | +39+6.8% | Added |
| Spotlight Asset Group, Inc. | 605 | $57.7K | 0.05% | +605 | New |
| Legend Financial Advisors, Inc. | 601 | $57.3K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 600 | $57.0K | 0.02% | −315−34.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 573 | $55.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 580 | $55.0K | 0.01% | +50+9.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $54.7K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 570 | $54.0K | 0.00% | −1,335−70.1% | Reduced |
| Baystate Wealth Management LLC | 559 | $53.4K | 0.00% | +41+7.9% | Added |
| BOK Financial Private Wealth, Inc. | 541 | $51.6K | 0.00% | −1,500−73.5% | Reduced |
| Tyler-Stone Wealth Management | 538 | $51.0K | 0.03% | +538 | New |
| Zions Bancorporation, N.A. | 532 | $50.7K | 0.00% | −3−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 520 | $50.0K | 0.03% | +56+12.1% | Added |
| Key Financial Inc | 517 | $49.3K | 0.02% | +68+15.1% | Added |
| Archer Investment Corp | 511 | $48.7K | 0.02% | +32+6.7% | Added |
| Coastal Capital Group, Inc. | 510 | $48.6K | 0.01% | −45−8.1% | Reduced |