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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 53,166 | $5.07M | 0.10% | −170.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 52,578 | $5.01M | 0.03% | +18,624+54.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 51,980 | $4.96M | 1.08% | +2,372+4.8% | Added |
| Nissay Asset Management Corp | 51,576 | $4.92M | 0.04% | −3,023−5.5% | Reduced |
| Tocqueville Asset Management L.P. | 51,509 | $4.91M | 0.09% | −1,850−3.5% | Reduced |
| Kesler, Norman & Wride, LLC | 51,197 | $4.88M | 1.18% | +2,709+5.6% | Added |
| Atria Investments LLC | 51,100 | $4.87M | 0.09% | +578+1.1% | Added |
| Scotia Capital Inc. | 51,085 | $4.87M | 0.03% | +7,733+17.8% | Added |
| Cresset Asset Management, LLC | 50,647 | $4.83M | 0.03% | +37,489+284.9% | Added |
| Norinchukin Bank, The | 50,447 | $4.81M | 0.08% | +18,595+58.4% | Added |
| Advisors Capital Management, LLC | 50,230 | $4.79M | 0.11% | +1,886+3.9% | Added |
| RBF Capital, LLC | 50,000 | $4.77M | 0.30% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49,898 | $4.76M | 0.17% | +1,325+2.7% | Added |
| Aigen Investment Management, LP | 49,301 | $4.70M | 0.69% | +49,301 | New |
| Cohen & Steers, Inc. | 49,089 | $4.68M | 0.01% | −6,825−12.2% | Reduced |
| First National Bank of Omaha | 48,985 | $4.67M | 0.27% | −1,925−3.8% | Reduced |
| Gulf International Bank (UK) Ltd | 48,823 | $4.66M | 0.12% | −15,571−24.2% | Reduced |
| Bridgeway Capital Management, LLC | 48,393 | $4.62M | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 48,259 | $4.60M | 0.31% | +2,900+6.4% | Added |
| Wealthfront Advisers LLC | 47,616 | $4.54M | 0.02% | −4,423−8.5% | Reduced |
| NewSquare Capital LLC | 47,594 | $4.54M | 0.47% | +3,190+7.2% | Added |
| Avantax Advisory Services, Inc. | 47,407 | $4.52M | 0.05% | −18,296−27.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 47,015 | $4.48M | 0.06% | +13,427+40.0% | Added |
| Rothschild Investment Corp | 46,976 | $4.48M | 0.37% | +373+0.8% | Added |
| Rodgers Brothers Inc. | 46,918 | $4.48M | 0.79% | +2,250+5.0% | Added |
| Berger Financial Group, Inc | 46,546 | $4.44M | 0.50% | −1,201−2.5% | Reduced |
| Dakota Wealth Management | 46,387 | $4.42M | 0.21% | +10,746+30.2% | Added |
| Teza Capital Management LLC | 45,979 | $4.39M | 0.71% | +26,019+130.4% | Added |
| Disciplined Investments, LLC | 45,875 | $4.38M | 2.34% | −40.0% | Reduced |
| Country Club Bank | 46,239 | $4.37M | 0.35% | −3,168−6.4% | Reduced |
| Stolper Co | 44,665 | $4.26M | 1.79% | −179−0.4% | Reduced |
| Telos Capital Management, Inc. | 44,648 | $4.26M | 0.57% | +273+0.6% | Added |
| Private Advisor Group, LLC | 41,399 | $4.25M | 0.04% | −343−0.8% | Reduced |
| King Luther Capital Management Corp | 44,271 | $4.22M | 0.02% | +2,120+5.0% | Added |
| Gateway Investment Advisers LLC | 44,258 | $4.22M | 0.05% | +9,436+27.1% | Added |
| Mirador Capital Partners LP | 44,134 | $4.21M | 1.00% | −293−0.7% | Reduced |
| Colonial Trust Advisors | 44,025 | $4.20M | 0.47% | +1,756+4.2% | Added |
| O'Shaughnessy Asset Management, LLC | 43,807 | $4.18M | 0.06% | −3,086−6.6% | Reduced |
| Level Four Advisory Services, LLC | 43,751 | $4.17M | 0.25% | −47−0.1% | Reduced |
| Beacon Financial Group | 44,077 | $4.17M | 0.57% | −375−0.8% | Reduced |
| Bank of Nova Scotia | 43,571 | $4.16M | 0.01% | +3,248+8.1% | Added |
| United Capital Financial Advisers, LLC | 43,315 | $4.13M | 0.02% | −12,395−22.2% | Reduced |
| Ancora Advisors, LLC | 43,157 | $4.12M | 0.11% | −926−2.1% | Reduced |
| Canal Insurance CO | 42,500 | $4.05M | 1.14% | +10,000+30.8% | Added |
| Umb Bank N A | 42,472 | $4.05M | 0.06% | −160.0% | Reduced |
| Stratos Wealth Advisors, LLC | 42,400 | $4.04M | 0.29% | −1,728−3.9% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $4.02M | 1.52% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 41,613 | $3.97M | 0.19% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 41,569 | $3.96M | 0.04% | −528−1.3% | Reduced |
| Cary Street Partners Asset Management LLC | 41,501 | $3.96M | 0.74% | +145+0.4% | Added |
| Acadian Asset Management LLC | 41,485 | $3.95M | 0.02% | −435,406−91.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 41,401 | $3.95M | 0.04% | +15,949+62.7% | Added |
| Toroso Investments, LLC | 41,349 | $3.94M | 0.12% | +13,609+49.1% | Added |
| Prudential PLC | 40,910 | $3.90M | 0.05% | −2,429−5.6% | Reduced |
| Huntington National Bank | 40,852 | $3.90M | 0.04% | −480−1.2% | Reduced |
| Meyer Handelman Co | 40,772 | $3.89M | 0.16% | −7,000−14.7% | Reduced |
| Gotham Asset Management, LLC | 40,695 | $3.88M | 0.08% | +11,361+38.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,274 | $3.84M | 0.06% | +213+0.5% | Added |
| HM Payson & Co | 40,090 | $3.82M | 0.09% | −314−0.8% | Reduced |
| Cerity Partners LLC | 39,806 | $3.80M | 0.01% | +282+0.7% | Added |
| Coldstream Capital Management Inc | 39,775 | $3.79M | 0.12% | −300−0.7% | Reduced |
| Mackenzie Financial Corp | 39,644 | $3.79M | 0.01% | −1,428−3.5% | Reduced |
| Intact Investment Management Inc. | 39,500 | $3.77M | 0.15% | −9,500−19.4% | Reduced |
| Shorepoint Capital Partners LLC | 38,973 | $3.72M | 1.05% | +1,278+3.4% | Added |
| Chatham Capital Group, Inc. | 38,215 | $3.64M | 0.77% | −1,000−2.6% | Reduced |
| Alta Capital Management LLC | 38,052 | $3.63M | 0.25% | +761+2.0% | Added |
| Elo Mutual Pension Insurance Co | 37,930 | $3.62M | 0.11% | +192+0.5% | Added |
| Altrius Capital Management Inc | 37,922 | $3.62M | 1.07% | +425+1.1% | Added |
| Securian Asset Management, Inc | 37,433 | $3.57M | 0.09% | −1,131−2.9% | Reduced |
| Alpha Omega Wealth Management LLC | 37,399 | $3.57M | 0.60% | +215+0.6% | Added |
| Kentucky Retirement Systems | 36,894 | $3.52M | 0.12% | +49+0.1% | Added |
| Brady Family Wealth, LLC | 36,852 | $3.51M | 1.31% | +651+1.8% | Added |
| National Asset Management, Inc. | 36,623 | $3.49M | 0.08% | +2,872+8.5% | Added |
| Farmers & Merchants Investments Inc | 36,532 | $3.48M | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 36,445 | $3.48M | 0.13% | −2,666−6.8% | Reduced |
| Marathon Capital Management | 36,380 | $3.47M | 0.86% | −3,900−9.7% | Reduced |
| Invesco, LLC | 36,195 | $3.45M | 1.70% | +36,195 | New |
| Daiwa Securities Group Inc. | 36,111 | $3.44M | 0.02% | −526−1.4% | Reduced |
| 1832 Asset Management L.P. | 36,058 | $3.44M | 0.01% | +36,058 | New |
| Oregon Public Employees Retirement Fund | 35,718 | $3.41M | 0.04% | −69,675−66.1% | Reduced |
| Cetera Investment Advisers | 35,560 | $3.39M | 0.03% | −4,792−11.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,340 | $3.37M | 0.01% | −116−0.3% | Reduced |
| Maryland State Retirement & Pension System | 35,192 | $3.36M | 0.07% | −1,857−5.0% | Reduced |
| Nations Financial Group Inc, | 35,120 | $3.35M | 0.33% | +214+0.6% | Added |
| Martin Capital Partners, LLC | 35,116 | $3.35M | 1.36% | −1,078−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 34,989 | $3.34M | 0.05% | −962−2.7% | Reduced |
| Pinnacle Associates Ltd | 34,942 | $3.33M | 0.06% | +108+0.3% | Added |
| Meeder Asset Management Inc | 34,784 | $3.32M | 0.24% | −6,004−14.7% | Reduced |
| Mattern Wealth Management LLC | 34,664 | $3.31M | 0.96% | +4,276+14.1% | Added |
| Arkadios Wealth Advisors | 34,623 | $3.30M | 0.38% | −34−0.1% | Reduced |
| First American Bank | 34,151 | $3.26M | 0.28% | −3,153−8.5% | Reduced |
| CX Institutional | 34,082 | $3.25M | 0.17% | +30,896+969.7% | Added |
| Genus Capital Management Inc. | 34,000 | $3.24M | 0.48% | +34,000 | New |
| Northeast Financial Consultants Inc | 33,200 | $3.17M | 0.19% | 00.0% | Unchanged |
| Colonial Trust Co | 33,144 | $3.16M | 0.76% | +173+0.5% | Added |
| Kingsview Wealth Management, LLC | 33,098 | $3.16M | 0.12% | −1,450−4.2% | Reduced |
| McDonald Partners LLC | 32,984 | $3.15M | 0.96% | −157−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,959 | $3.14M | 0.00% | +900+2.8% | Added |
| Swiss Life Asset Management Ltd | 32,786 | $3.13M | 0.05% | −5,508−14.4% | Reduced |
| Magnetar Financial LLC | 32,567 | $3.11M | 0.07% | +32,567 | New |