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 |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 500 | $47.7K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 499 | $47.6K | 0.01% | −129−20.5% | Reduced |
| AXS Investments LLC | 478 | $45.6K | 0.01% | −109−18.6% | Reduced |
| AlphaMark Advisors, LLC | 470 | $45.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $41.5K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 416 | $39.7K | 0.00% | −192−31.6% | Reduced |
| Worth Asset Management, LLC | 415 | $39.6K | 0.03% | +2+0.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 407 | $38.8K | 0.01% | +105+34.8% | Added |
| FinTrust Capital Advisors, LLC | 368 | $38.3K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 394 | $37.6K | 0.02% | +394 | New |
| PrairieView Partners, LLC | 396 | $37.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 383 | $36.5K | 0.02% | +228+147.1% | Added |
| Evolution Advisers, Inc. | 383 | $36.0K | 0.03% | −10−2.5% | Reduced |
| Strategic Investment Solutions, Inc. | 370 | $35.0K | 0.01% | −204−35.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 363 | $34.6K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 355 | $33.9K | 0.01% | +1+0.3% | Added |
| Norwood Financial Corp | 355 | $33.9K | 0.05% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 348 | $33.0K | 0.01% | +254+270.2% | Added |
| First Financial Corp | 345 | $32.9K | 0.02% | +42+13.9% | Added |
| WFA of San Diego, LLC | 319 | $30.4K | 0.03% | +319 | New |
| Fiduciary Alliance LLC | 318 | $30.3K | 0.01% | +318 | New |
| Rocky Mountain Advisers, LLC | 299 | $30.3K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 317 | $30.2K | 0.00% | +19+6.4% | Added |
| PFG Private Wealth Management, LLC | 316 | $30.1K | 0.02% | +94+42.3% | Added |
| Private Ocean, LLC | 315 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 314 | $29.9K | 0.01% | +3+1.0% | Added |
| New England Capital Financial Advisors LLC | 312 | $29.7K | 0.02% | +2+0.6% | Added |
| Centerpoint Advisors, LLC | 300 | $29.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $28.8K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 290 | $27.7K | 0.01% | −29−9.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 275 | $26.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 269 | $25.7K | 0.00% | +250+1,315.8% | Added |
| First Capital Advisors Group, LLC. | 267 | $25.5K | 0.01% | +267 | New |
| Atlantic Trust, LLC | 250 | $25.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 257 | $24.5K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 253 | $24.1K | 0.02% | +253 | New |
| Pacifica Partners Inc. | 249 | $23.9K | 0.01% | −55−18.1% | Reduced |
| SJS Investment Consulting Inc. | 247 | $23.6K | 0.01% | −9−3.5% | Reduced |
| 25 LLC | 222 | $22.8K | 0.01% | +7+3.3% | Added |
| TFC Financial Management | 230 | $21.9K | 0.01% | +6+2.7% | Added |
| Lazard Asset Management LLC | 227 | $21.0K | 0.00% | −28−11.0% | Reduced |
| TSFG, LLC | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $21.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 219 | $20.9K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $20.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $20.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 210 | $20.0K | 0.01% | +210 | New |
| Hoey Investments, Inc | 200 | $19.1K | 0.01% | −12−5.7% | Reduced |
| Antonetti Capital Management LLC | 200 | $19.1K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $19.1K | 0.01% | +200 | New |
| Robinswood Financial LLC | 200 | $19.1K | 0.01% | +200 | New |
| Coston, McIsaac & Partners | 200 | $19.0K | 0.01% | −25−11.1% | Reduced |
| FSC Wealth Advisors, LLC | 199 | $19.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 196 | $18.7K | 0.00% | −7−3.4% | Reduced |
| Silvant Capital Management LLC | 186 | $17.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 184 | $17.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 179 | $17.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 179 | $17.1K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $17.0K | 0.00% | −200−53.2% | Reduced |
| Byrne Asset Management LLC | 173 | $17.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 174 | $17.0K | 0.00% | +174 | New |
| First Command Bank | 176 | $16.8K | 0.00% | −218−55.3% | Reduced |
| First Command Financial Services, Inc. | 176 | $16.8K | 0.00% | −218−55.3% | Reduced |
| Hallmark Capital Management Inc | 175 | $16.7K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $16.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 171 | $16.3K | 0.01% | +30+21.3% | Added |
| Lagoda Investment Management, L.P. | 170 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 168 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $15.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 161 | $15.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 160 | $15.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 160 | $15.3K | 0.00% | +57+55.3% | Added |
| Wolff Wiese Magana LLC | 159 | $15.2K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 162 | $15.0K | 0.00% | +52+47.3% | Added |
| American State Bank (Iowa) | 150 | $14.3K | 0.01% | +45+42.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 150 | $14.3K | 0.00% | +150 | New |
| Horizon Bancorp Inc | 144 | $14.0K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 153 | $14.0K | 0.01% | +153 | New |
| Sofos Investments, Inc. | 95 | $13.6K | 0.06% | −6−5.9% | Reduced |
| Northwest Bank & Trust Co | 138 | $13.2K | 0.01% | +138 | New |
| Stephens Consulting, LLC | 133 | $12.7K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 121 | $11.5K | 0.01% | −30−19.9% | Reduced |
| Focused Wealth Management, Inc | 119 | $11.3K | 0.00% | +11+10.2% | Added |
| Truvestments Capital LLC | 118 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $10.7K | 0.00% | +112 | New |
| First Community Trust NA | 111 | $10.6K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $9.92K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 102 | $9.73K | 0.00% | +2+2.0% | Added |
| Level Financial Advisors, Inc. | 101 | $9.63K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $9.54K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 99 | $9.44K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 96 | $9.16K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $9.16K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 92 | $8.80K | 0.01% | +27+41.5% | Added |
| J.Safra Asset Management Corp | 92 | $8.78K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 90 | $8.58K | 0.00% | −24,595−99.6% | Reduced |
| PSI Advisors, LLC | 81 | $7.73K | 0.00% | +12+17.4% | Added |
| Tilia Fiduciary Partners, Inc. | 72 | $6.88K | 0.01% | +1+1.4% | Added |
| HighMark Wealth Management LLC | 71 | $6.78K | 0.01% | +1+1.4% | Added |
| Webster Bank, N. A. | 70 | $6.68K | 0.00% | −3−4.1% | Reduced |