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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 106,169 | $10.1M | 0.03% | −18,748−15.0% | Reduced |
| National Bank of Canada | 105,335 | $10.1M | 0.02% | +24,473+30.3% | Added |
| Annex Advisory Services, LLC | 105,263 | $10.0M | 0.56% | +1,055+1.0% | Added |
| Retirement Systems of Alabama | 104,290 | $9.95M | 0.04% | −33,447−24.3% | Reduced |
| Advisors Asset Management, Inc. | 104,124 | $9.93M | 0.20% | −2,328−2.2% | Reduced |
| Skba Capital Management LLC | 103,835 | $9.90M | 1.79% | −250−0.2% | Reduced |
| Richard C. Young & CO., LTD. | 103,169 | $9.84M | 1.35% | +2,782+2.8% | Added |
| CCM Investment Advisers LLC | 101,562 | $9.69M | 1.30% | +1,330+1.3% | Added |
| Cubist Systematic Strategies, LLC | 101,083 | $9.64M | 0.11% | −29,243−22.4% | Reduced |
| South Dakota Investment Council | 101,069 | $9.64M | 0.20% | −12,402−10.9% | Reduced |
| Guggenheim Capital LLC | 100,877 | $9.62M | 0.08% | −17,651−14.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 100,027 | $9.54M | 0.04% | +354+0.4% | Added |
| Raymond James Trust N.A. | 99,685 | $9.51M | 0.28% | +4,199+4.4% | Added |
| Eisler Capital (UK) Ltd. | 99,181 | $9.46M | 1.02% | −58,738−37.2% | Reduced |
| Sequoia Financial Advisors, LLC | 98,487 | $9.39M | 0.16% | −30,291−23.5% | Reduced |
| DT Investment Partners, LLC | 83,198 | $9.33M | 1.06% | +200+0.2% | Added |
| Assenagon Asset Management S.A. | 96,804 | $9.23M | 0.04% | −182,106−65.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 96,708 | $9.22M | 0.14% | +384+0.4% | Added |
| Gyroscope Capital Management Group, LLC | 96,387 | $9.19M | 2.12% | +6,139+6.8% | Added |
| Texas Permanent School Fund | 96,243 | $9.18M | 0.08% | −910−0.9% | Reduced |
| Mercer Global Advisors Inc | 95,592 | $9.12M | 0.04% | +11,605+13.8% | Added |
| Public Sector Pension Investment Board | 95,036 | $9.06M | 0.06% | −14,231−13.0% | Reduced |
| Bollard Group LLC | 94,883 | $9.05M | 0.31% | +953+1.0% | Added |
| State of Tennessee, Treasury Department | 94,048 | $8.97M | 0.04% | −60,793−39.3% | Reduced |
| Navellier & Associates Inc | 92,656 | $8.84M | 1.72% | −124−0.1% | Reduced |
| Macquarie Group Ltd | 92,220 | $8.80M | 0.01% | −10,118−9.9% | Reduced |
| Mattern Capital Management, LLC | 91,870 | $8.76M | 1.42% | +4,006+4.6% | Added |
| State of Alaska, Department of Revenue | 91,098 | $8.69M | 0.10% | −35,580−28.1% | Reduced |
| Alaska Permanent Fund Corp | 90,052 | $8.59M | 0.17% | +90,052 | New |
| Heritage Investors Management Corp | 89,663 | $8.55M | 0.34% | +80.0% | Added |
| IFM Investors Pty Ltd | 89,472 | $8.53M | 0.11% | +4,877+5.8% | Added |
| Beck Bode, LLC | 88,089 | $8.39M | 2.04% | +88,089 | New |
| FourThought Financial Partners, LLC | 86,718 | $8.27M | 1.09% | +3,855+4.7% | Added |
| Adell Harriman & Carpenter Inc | 86,345 | $8.26M | 0.84% | +5,093+6.3% | Added |
| RPG Investment Advisory, LLC | 85,556 | $8.16M | 1.41% | −988−1.1% | Reduced |
| Pacific Heights Asset Management LLC | 85,000 | $8.11M | 0.74% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 81,841 | $7.81M | 0.03% | −2,911−3.4% | Reduced |
| GWM Advisors LLC | 81,434 | $7.77M | 0.09% | +6,037+8.0% | Added |
| Viking Fund Management LLC | 81,000 | $7.73M | 1.46% | +47,000+138.2% | Added |
| Bell Bank | 80,475 | $7.68M | 0.81% | −3,394−4.0% | Reduced |
| Kestra Advisory Services, LLC | 80,297 | $7.66M | 0.08% | +19,845+32.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,027 | $7.63M | 0.06% | +1,028+1.3% | Added |
| Schroder Investment Management Group | 79,455 | $7.58M | 0.01% | −12,218−13.3% | Reduced |
| Canada Pension Plan Investment Board | 79,346 | $7.57M | 0.01% | −189,200−70.5% | Reduced |
| Utah Retirement Systems | 79,067 | $7.54M | 0.10% | −3,900−4.7% | Reduced |
| Calamos Advisors LLC | 78,461 | $7.48M | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 78,318 | $7.47M | 0.09% | −962−1.2% | Reduced |
| Payden & Rygel | 76,100 | $7.26M | 0.51% | −13,900−15.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 75,627 | $7.21M | 0.11% | −10,053−11.7% | Reduced |
| Marco Investment Management LLC | 74,530 | $7.11M | 0.77% | −1,528−2.0% | Reduced |
| Venture Visionary Partners LLC | 74,158 | $7.07M | 0.42% | +1,040+1.4% | Added |
| Xponance, Inc. | 73,902 | $7.05M | 0.09% | −2,205−2.9% | Reduced |
| Visionary Wealth Advisors | 73,160 | $6.98M | 0.56% | −1,023−1.4% | Reduced |
| Fort Point Capital Partners LLC | 71,609 | $6.83M | 1.03% | 00.0% | Unchanged |
| AXA S.A. | 71,198 | $6.79M | 0.02% | −233,586−76.6% | Reduced |
| Opus Investment Management Inc | 70,089 | $6.69M | 2.40% | −9,600−12.0% | Reduced |
| D.A. Davidson & Co. | 69,464 | $6.63M | 0.07% | +1,920+2.8% | Added |
| Bryn Mawr Trust Co | 69,402 | $6.62M | 0.28% | −1,834−2.6% | Reduced |
| Osborne Partners Capital Management, LLC | 69,317 | $6.61M | 0.48% | +1,014+1.5% | Added |
| Mount Yale Investment Advisors, LLC | 68,809 | $6.56M | 0.70% | −2,054−2.9% | Reduced |
| Meitav Dash Investments Ltd | 49,976 | $6.51M | 0.05% | +23,596+89.4% | Added |
| Foundation Resource Management Inc | 68,005 | $6.49M | 1.08% | −230.0% | Reduced |
| Janus Henderson Group PLC | 67,104 | $6.40M | 0.00% | −6,818−9.2% | Reduced |
| New York Life Investment Management LLC | 66,847 | $6.38M | 0.07% | −8,103−10.8% | Reduced |
| Mutual of America Capital Management LLC | 66,032 | $6.30M | 0.07% | −669−1.0% | Reduced |
| Royal Fund Management, LLC | 65,511 | $6.25M | 0.88% | +140.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 65,190 | $6.22M | 0.03% | +42,391+185.9% | Added |
| Federated Hermes, Inc. | 65,169 | $6.22M | 0.02% | +15,878+32.2% | Added |
| Simmons Bank | 64,668 | $6.17M | 0.52% | +3,796+6.2% | Added |
| Cypress Capital Group | 64,323 | $6.14M | 0.89% | +545+0.9% | Added |
| Artemis Investment Management LLP | 63,812 | $6.08M | 0.08% | −513,667−88.9% | Reduced |
| Daymark Wealth Partners, LLC | 62,988 | $6.01M | 0.45% | +35,621+130.2% | Added |
| Alley Investment Management Company, LLC | 62,291 | $5.94M | 0.96% | +761+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,281 | $5.94M | 0.02% | +3,526+6.0% | Added |
| First American Trust, FSB | 61,768 | $5.89M | 0.81% | +773+1.3% | Added |
| LMR Partners LLP | 61,520 | $5.87M | 0.13% | +61,520 | New |
| Congress Wealth Management LLC | 61,504 | $5.87M | 0.14% | +347+0.6% | Added |
| Montgomery Investment Management Inc | 61,042 | $5.82M | 1.96% | −200−0.3% | Reduced |
| Oppenheimer & Co Inc | 61,029 | $5.82M | 0.12% | +4,272+7.5% | Added |
| Cetera Advisor Networks LLC | 60,688 | $5.79M | 0.04% | −519−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 58,427 | $5.57M | 0.01% | −1,421−2.4% | Reduced |
| Advisory Services Network, LLC | 58,347 | $5.57M | 0.15% | +3,538+6.5% | Added |
| PGGM Investments | 58,246 | $5.56M | 0.09% | +19,866+51.8% | Added |
| Geneos Wealth Management Inc. | 57,997 | $5.53M | 0.29% | +9,174+18.8% | Added |
| Wintrust Investments LLC | 57,160 | $5.45M | 0.55% | −4,477−7.3% | Reduced |
| AE Wealth Management LLC | 56,922 | $5.43M | 0.03% | +7,967+16.3% | Added |
| Engineers Gate Manager LP | 56,659 | $5.40M | 0.20% | +56,659 | New |
| Credit Agricole S A | 56,397 | $5.38M | 0.17% | −6,756−10.7% | Reduced |
| Wesbanco Bank Inc | 55,343 | $5.28M | 0.22% | −1,044−1.9% | Reduced |
| USS Investment Management Ltd | 55,100 | $5.26M | 0.06% | +7,200+15.0% | Added |
| Commerce Bank | 54,982 | $5.24M | 0.04% | −538−1.0% | Reduced |
| Buckingham Capital Management, Inc. | 54,543 | $5.20M | 0.78% | −2,001−3.5% | Reduced |
| Nkcfo LLC | 54,500 | $5.20M | 2.39% | 00.0% | Unchanged |
| Czech National Bank | 54,337 | $5.18M | 0.12% | −549−1.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 54,145 | $5.16M | 0.54% | +14,310+35.9% | Added |
| Brick & Kyle, Associates | 53,653 | $5.16M | 2.76% | +64+0.1% | Added |
| CIBC World Markets Corp | 53,782 | $5.13M | 0.04% | +30,217+128.2% | Added |
| Park Avenue Securities LLC | 53,371 | $5.09M | 0.08% | +3,018+6.0% | Added |
| Brown Advisory Inc | 53,278 | $5.08M | 0.01% | −2,905−5.2% | Reduced |
| Atlantic Union Bankshares Corp | 53,265 | $5.08M | 0.51% | −6,778−11.3% | Reduced |