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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 32,421 | $3.09M | 0.45% | +174+0.5% | Added |
| Man Group plc | 32,348 | $3.09M | 0.01% | – | – |
| Van Eck Associates Corp | 32,295 | $3.08M | 0.01% | +395+1.2% | Added |
| Tweedy, Browne Co LLC | 32,271 | $3.08M | 0.16% | 00.0% | Unchanged |
| Hartford Investment Management Co | 32,170 | $3.07M | 0.12% | −7,090−18.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $3.07M | 0.91% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 32,052 | $3.06M | 0.14% | +47+0.1% | Added |
| Virginia Wealth Management Group, Inc. | 32,021 | $3.05M | 2.10% | +39+0.1% | Added |
| Ziegler Capital Management, LLC | 31,211 | $2.98M | 0.11% | −740−2.3% | Reduced |
| TownSquare Capital, LLC | 31,184 | $2.97M | 0.05% | +4,363+16.3% | Added |
| SWS Partners | 31,163 | $2.97M | 1.07% | +1,799+6.1% | Added |
| Vestcor Inc | 31,097 | $2.97M | 0.11% | +3,691+13.5% | Added |
| Fifth Third Bancorp | 31,034 | $2.96M | 0.01% | −1,587−4.9% | Reduced |
| Wolverine Trading, LLC | 31,091 | $2.94M | 0.04% | −4,993−13.8% | Reduced |
| Citizens National Bank Trust Department | 30,485 | $2.91M | 0.77% | −2,854−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,840 | $2.85M | 0.36% | +5,135+20.8% | Added |
| Balyasny Asset Management LLC | 29,730 | $2.84M | 0.01% | +15,834+113.9% | Added |
| Pinkerton Retirement Specialists, LLC | 29,639 | $2.83M | 0.56% | +739+2.6% | Added |
| Profund Advisors LLC | 29,033 | $2.77M | 0.15% | −3,576−11.0% | Reduced |
| BNC Wealth Management, LLC | 29,001 | $2.77M | 1.47% | +8,512+41.5% | Added |
| Mount Lucas Management LP | 28,971 | $2.76M | 0.99% | −31,616−52.2% | Reduced |
| Ellerson Group Inc | 28,955 | $2.76M | 2.63% | −100−0.3% | Reduced |
| Riverview Capital Advisers, LLC | 28,936 | $2.76M | 1.21% | −370−1.3% | Reduced |
| Johnson Investment Counsel Inc | 28,886 | $2.76M | 0.03% | −1,412−4.7% | Reduced |
| Central Trust Co | 28,746 | $2.74M | 0.08% | −405−1.4% | Reduced |
| Segall Bryant & Hamill, LLC | 28,639 | $2.73M | 0.03% | −1,854−6.1% | Reduced |
| Louisiana State Employees Retirement System | 28,400 | $2.71M | 0.06% | −1,900−6.3% | Reduced |
| Parsons Capital Management Inc | 28,357 | $2.70M | 0.21% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 28,229 | $2.69M | 0.06% | −41−0.1% | Reduced |
| Baxter Bros Inc | 28,185 | $2.69M | 0.40% | +1,855+7.0% | Added |
| TD Private Client Wealth LLC | 27,734 | $2.65M | 0.11% | −89−0.3% | Reduced |
| Prospera Financial Services Inc | 27,603 | $2.63M | 0.10% | +1,409+5.4% | Added |
| River Wealth Advisors LLC | 27,520 | $2.62M | 0.45% | −745−2.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 23,718 | $2.62M | 0.43% | +10,746+82.8% | Added |
| CFM Wealth Partners LLC | 27,400 | $2.61M | 0.63% | +36+0.1% | Added |
| JustInvest LLC | 27,092 | $2.58M | 0.08% | +1,906+7.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,964 | $2.57M | 0.03% | −3,219−10.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,925 | $2.57M | 0.06% | +341+1.3% | Added |
| Fundamentun, LLC | 26,708 | $2.55M | 0.39% | +659+2.5% | Added |
| Stock Yards Bank & Trust Co | 26,572 | $2.53M | 0.09% | +504+1.9% | Added |
| Wisconsin Capital Management LLC | 26,420 | $2.52M | 1.63% | −4,775−15.3% | Reduced |
| LexAurum Advisors, LLC | 26,310 | $2.51M | 0.76% | −766−2.8% | Reduced |
| Brookstone Capital Management | 25,204 | $2.51M | 0.05% | −3,288−11.5% | Reduced |
| Principle Wealth Partners LLC | 26,240 | $2.50M | 0.25% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 26,223 | $2.50M | 0.02% | −23,537−47.3% | Reduced |
| Hodges Capital Management Inc. | 17,605 | $2.47M | 0.14% | +3,853+28.0% | Added |
| Davenport & Co LLC | 25,798 | $2.46M | 0.02% | −3,015−10.5% | Reduced |
| Candriam Luxembourg S.C.A. | 25,641 | $2.45M | 0.02% | −6,359−19.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,641 | $2.45M | 0.19% | +1,594+6.6% | Added |
| Garrison Asset Management, LLC | 25,619 | $2.44M | 1.46% | +321+1.3% | Added |
| SevenBridge Financial Group, LLC | 25,571 | $2.44M | 0.63% | +366+1.5% | Added |
| PFW Advisors LLC | 20,879 | $2.44M | 0.81% | +20,879 | New |
| GPS Wealth Strategies Group, LLC | 25,216 | $2.41M | 0.45% | −634−2.5% | Reduced |
| Clearbridge Investments, LLC | 25,157 | $2.40M | 0.00% | −1,675−6.2% | Reduced |
| Demars Financial Group, LLC | 24,438 | $2.33M | 1.29% | −955−3.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,374 | $2.32M | 1.00% | −124−0.5% | Reduced |
| German American Bancorp, Inc. | 24,207 | $2.31M | 0.32% | +44+0.2% | Added |
| DCM Advisors, LLC | 23,994 | $2.29M | 0.98% | −14−0.1% | Reduced |
| Herold Advisors, Inc. | 23,929 | $2.28M | 0.70% | +2,156+9.9% | Added |
| Ontario Teachers Pension Plan Board | 23,522 | $2.24M | 0.02% | +23,522 | New |
| Cetera Advisors LLC | 23,452 | $2.24M | 0.04% | −217−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 23,449 | $2.24M | 0.04% | +1,344+6.1% | Added |
| Zacks Investment Management | 23,345 | $2.23M | 0.03% | −1,290−5.2% | Reduced |
| Bessemer Group Inc | 23,252 | $2.22M | 0.00% | +3,674+18.8% | Added |
| Carnegie Capital Asset Management, LLC | 23,232 | $2.22M | 0.08% | −134−0.6% | Reduced |
| Argyle Capital Management Inc. | 22,996 | $2.19M | 0.79% | −333−1.4% | Reduced |
| Brinker Capital Investments, LLC | 22,900 | $2.18M | 0.02% | −203,362−89.9% | Reduced |
| Orion Portfolio Solutions, LLC | 22,900 | $2.18M | 0.02% | −203,362−89.9% | Reduced |
| Wedbush Securities Inc | 22,749 | $2.17M | 0.10% | −1,405−5.8% | Reduced |
| Hancock Whitney Corp | 22,745 | $2.17M | 0.09% | +18+0.1% | Added |
| Leonteq Securities AG | 22,751 | $2.17M | 0.22% | +8,406+58.6% | Added |
| Cardinal Capital Management | 22,691 | $2.16M | 0.44% | +476+2.1% | Added |
| New Mexico Educational Retirement Board | 22,628 | $2.16M | 0.09% | +800+3.7% | Added |
| Regions Financial Corp | 22,484 | $2.14M | 0.02% | −3,797−14.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 20,018 | $2.14M | 0.81% | −5,607−21.9% | Reduced |
| Veritable, L.P. | 22,424 | $2.14M | 0.03% | −81−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 22,337 | $2.13M | 0.02% | −4,471−16.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 22,304 | $2.13M | 0.08% | −340−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 22,303 | $2.13M | 0.06% | +428+2.0% | Added |
| Becker Capital Management Inc | 22,140 | $2.11M | 0.08% | +29+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 22,120 | $2.11M | 0.39% | −16,120−42.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 22,094 | $2.11M | 0.04% | −333−1.5% | Reduced |
| Metis Global Partners, LLC | 21,950 | $2.09M | 0.11% | +2,124+10.7% | Added |
| Strategic Wealth Partners, Ltd. | 21,905 | $2.09M | 0.27% | +1,519+7.5% | Added |
| Stratos Wealth Partners, LTD. | 21,806 | $2.08M | 0.05% | +2,265+11.6% | Added |
| MAI Capital Management | 21,713 | $2.07M | 0.03% | −1,675−7.2% | Reduced |
| Burney Co | 21,514 | $2.05M | 0.09% | +292+1.4% | Added |
| Synovus Financial Corp | 21,486 | $2.05M | 0.02% | +240+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,473 | $2.05M | 0.08% | −1,213−5.3% | Reduced |
| XML Financial, LLC | 21,320 | $2.03M | 0.24% | −942−4.2% | Reduced |
| Neville Rodie & Shaw Inc | 21,172 | $2.02M | 0.17% | 00.0% | Unchanged |
| First Nebraska Trust Co | 21,125 | $2.01M | 0.24% | +438+2.1% | Added |
| Seven Eight Capital, LP | 21,074 | $2.01M | 0.33% | +15,953+311.5% | Added |
| City Holding Co | 21,009 | $2.00M | 0.34% | −742−3.4% | Reduced |
| Cheviot Value Management, LLC | 20,922 | $2.00M | 0.44% | +839+4.2% | Added |
| Patten & Patten Inc | 20,882 | $1.99M | 0.16% | −335−1.6% | Reduced |
| Commerzbank Aktiengesellschaft | 20,784 | $1.98M | 0.10% | +20,784 | New |
| Regal Investment Advisors LLC | 20,707 | $1.98M | 0.17% | −5,194−20.1% | Reduced |
| Shelton Capital Management | 20,672 | $1.97M | 0.07% | +906+4.6% | Added |
| Hartford Financial Management Inc. | 20,593 | $1.96M | 0.49% | −25−0.1% | Reduced |