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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
1,541
−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
617 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.

Institutional holdersQ2 2023: 1,542 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ2 2023: $30.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2023.

Institutions holding PSX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
B&D White Capital Company, LLC0$00.00%−2,432−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−2,394−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−2,367−100.0%Sold out
Park National Corp0$00.00%−2,325−100.0%Sold out
Dumont & Blake Investment Advisors LLC0$00.00%−2,322−100.0%Sold out
NorthRock Partners, LLC0$00.00%−2,186−100.0%Sold out
Perpetual Ltd0$00.00%−2,164−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−2,160−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−2,152−100.0%Sold out
Pinnacle Family Advisors, LLC0$00.00%−2,128−100.0%Sold out
Graypoint LLC0$00.00%−2,122−100.0%Sold out
Meredith Wealth Planning0$00.00%−2,121−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−2,106−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−2,101−100.0%Sold out
Aspiriant, LLC0$00.00%−2,077−100.0%Sold out
SlateStone Wealth, LLC0$00.00%−2,070−100.0%Sold out
Websterrogers Financial Advisors, LLC0$00.00%−2,053−100.0%Sold out
Sentry LLC0$00.00%−2,039−100.0%Sold out
Defender Capital, LLC.0$00.00%−2,036−100.0%Sold out
Wrapmanager Inc0$00.00%−2,035−100.0%Sold out
Cabot Wealth Management Inc0$00.00%−2,035−100.0%Sold out
Sentinel Trust Co Lba0$00.00%−2,034−100.0%Sold out
Edmonds Duncan Registered Investment Advisors, LLC0$00.00%−2,030−100.0%Sold out
Sovereign Financial Group, Inc.0$00.00%−2,027−100.0%Sold out
American Trust Investment Advisors, LLC0$00.00%−2,015−100.0%Sold out
McGowan Group Asset Management, Inc.0$00.00%−2,012−100.0%Sold out
Hoylecohen, LLC0$00.00%−2,008−100.0%Sold out
Murphy Pohlad Asset Management LLC0$00.00%−2,005−100.0%Sold out
Private Wealth Partners, LLC0$00.00%−2,000−100.0%Sold out
Alan B. Lancz & Associates, Inc.0$00.00%−1,996−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−1,993−100.0%Sold out
Compass Financial Advisors LLC0$00.00%−1,988−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−1,985−100.0%Sold out
Buckingham Strategic Partners0$00.00%−1,972−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−1,605−100.0%Sold out
Garda Capital Partners LP0$00.00%−997−100.0%Sold out
Pointe Capital Management LLC0$00.00%−845−100.0%Sold out
Schubert & Co0$00.00%−709−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−691−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−584−100.0%Sold out
Old North State Trust, LLC0$00.00%−552−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−462−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−329−100.0%Sold out
Cornerstone Management, Inc.0$00.00%−210−100.0%Sold out
Accel Wealth Management0$00.00%−157−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−150−100.0%Sold out
Quarry LP0$00.00%−117−100.0%Sold out
Ellevest, Inc.0$00.00%−99−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−66−100.0%Sold out
Albion Financial Group0$00.00%−66−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−50−100.0%Sold out
IMA Wealth, Inc.0$00.00%−33−100.0%Sold out
Kalos Management, Inc.0$00.00%−28−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
Red Tortoise LLC0$00.00%−13−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−11−100.0%Sold out
Hollencrest Capital Management0$00.00%−5−100.0%Sold out
Twin Tree Management, LP0$00.00%−2−100.0%Sold out
Summit Wealth Group, LLC0$00.00%−19,972−100.0%Sold out
Avalon Investment & Advisory––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Stillwater Investment Management, LLC––––Not filed
HighTower Trust Services, LTA––––Not filed
Cerro Pacific Wealth Advisors LLC––––Not filed
Kula Investments, LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed
HNP Capital LLC––––Not filed
Parsec Financial Management, Inc.––––Not filed
LeJeune Puetz Investment Counsel LLC––––Not filed
Stonnington Group, LLC––––Not filed
Brainard Capital Management LLC––––Not filed
True Capital Management––––Not filed
Clear Perspectives Financial Planning, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed