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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 67 | $6.41K | 0.00% | +9+15.5% | Added |
| Delos Wealth Advisors, LLC | 66 | $6.30K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $6.29K | 0.00% | +65+6,500.0% | Added |
| Financial Freedom, LLC | 65 | $6.21K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 63 | $6.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $5.91K | 0.00% | +62 | New |
| Stone House Investment Management, LLC | 61 | $5.82K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 55 | $5.25K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $4.77K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 46 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.20K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 44 | $4.20K | 0.00% | +7+18.9% | Added |
| Cedar Mountain Advisors, LLC | 42 | $4.01K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 40 | $3.78K | 0.00% | +40 | New |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.62K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 32 | $3.05K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 27 | $3.00K | 0.00% | +27 | New |
| Highline Wealth Partners LLC | 30 | $2.86K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 28 | $2.67K | 0.00% | −350−92.6% | Reduced |
| CGC Financial Services, LLC | 28 | $2.67K | 0.00% | +28 | New |
| Independence Bank of Kentucky | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Column Capital Advisors, LLC | 10 | $954 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $763 | 0.00% | −57−87.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 8 | $763 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $668 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $668 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $668 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $206 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $191 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $96 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 427,847 | $40 | 0.00% | +427,847 | New |
| Quilter Plc | 2,928 | – | – | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,123,650−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −980,030−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −538,367−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −157,542−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −100,555−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −88,400−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −64,472−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −56,612−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −46,046−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −45,370−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −34,774−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −33,454−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −32,536−100.0% | Sold out |
| Blue Rock Advisors, LLC | 0 | $0 | 0.00% | −27,906−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −27,100−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −22,380−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −21,931−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −20,473−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,487−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,277−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,836−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −8,746−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −7,979−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,426−100.0% | Sold out |
| Bristol John W & Co Inc | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Tolleson Wealth Management, Inc. | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,157−100.0% | Sold out |
| Joule Financial, LLC | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Dover Advisors, LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| MAS Advisors LLC | 0 | $0 | 0.00% | −2,653−100.0% | Sold out |
| Chemung Canal Trust Co | 0 | $0 | 0.00% | −2,584−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |