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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 20,373 | $1.94M | 0.08% | −1,256−5.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,370 | $1.94M | 0.58% | +1,582+8.4% | Added |
| Vident Investment Advisory, LLC | 20,180 | $1.93M | 0.07% | −5,202−20.5% | Reduced |
| Somerset Trust Co | 20,085 | $1.92M | 0.82% | −677−3.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,072 | $1.91M | 1.89% | −1,232−5.8% | Reduced |
| Metropolitan Life Insurance Co | 19,996 | $1.91M | 0.09% | −846−4.1% | Reduced |
| CWM, LLC | 19,928 | $1.90M | 0.01% | +1,970+11.0% | Added |
| Cunning Capital Partners, LP | 0 | $1.88M | 1.19% | −19,750−100.0% | Reduced |
| Worldquant Millennium Advisors LLC | 19,639 | $1.87M | 0.03% | +7,417+60.7% | Added |
| Gladstone Institutional Advisory LLC | 19,628 | $1.87M | 0.11% | +1,458+8.0% | Added |
| Argonautica Private Wealth Management, Inc | 19,580 | $1.87M | 0.84% | +190+1.0% | Added |
| Advisor Partners II, LLC | 19,375 | $1.85M | 0.09% | −201−1.0% | Reduced |
| Convergence Investment Partners, LLC | 19,364 | $1.85M | 1.06% | −308−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,033 | $1.82M | 0.12% | −128−0.7% | Reduced |
| Mather Group, LLC. | 18,899 | $1.80M | 0.03% | +280+1.5% | Added |
| CIBC World Markets Inc. | 18,888 | $1.80M | 0.01% | −9,471−33.4% | Reduced |
| Cornercap Investment Counsel Inc | 18,846 | $1.80M | 0.31% | +393+2.1% | Added |
| Keystone Wealth Services, LLC | 18,843 | $1.80M | 0.67% | +70.0% | Added |
| Empirical Finance, LLC | 18,843 | $1.80M | 0.14% | +6,063+47.4% | Added |
| Hussman Strategic Advisors, Inc. | 18,800 | $1.79M | 0.33% | +18,800 | New |
| Bartlett & Co. LLC | 18,742 | $1.79M | 0.03% | +5,375+40.2% | Added |
| Bartlett & Co. Wealth Management LLC | 18,742 | $1.79M | 0.03% | +5,375+40.2% | Added |
| apricus wealth, LLC | 18,015 | $1.78M | 1.57% | −25−0.1% | Reduced |
| STRS Ohio | 18,667 | $1.78M | 0.01% | +1,200+6.9% | Added |
| Cercano Management LLC | 18,500 | $1.76M | 0.06% | +18,500 | New |
| Sonora Investment Management Group, LLC | 18,488 | $1.76M | 0.15% | −230−1.2% | Reduced |
| Intrust Bank NA | 18,438 | $1.76M | 0.21% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,353 | $1.75M | 0.00% | −618,336−97.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.75M | 0.25% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 18,232 | $1.74M | 0.49% | −5,154−22.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,099 | $1.73M | 0.03% | +5,668+45.6% | Added |
| Vontobel Holding Ltd. | 18,030 | $1.72M | 0.02% | +209+1.2% | Added |
| FDx Advisors, Inc. | 17,964 | $1.71M | 0.09% | −8,112−31.1% | Reduced |
| Telemus Capital, LLC | 17,898 | $1.71M | 0.14% | −74−0.4% | Reduced |
| Independent Advisor Alliance | 17,876 | $1.71M | 0.08% | +1,493+9.1% | Added |
| Dynamic Advisor Solutions LLC | 17,847 | $1.70M | 0.09% | −544−3.0% | Reduced |
| Ergoteles LLC | 17,840 | $1.70M | 0.08% | −205,452−92.0% | Reduced |
| Auxier Asset Management | 17,812 | $1.70M | 0.28% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 17,766 | $1.69M | 1.02% | +509+2.9% | Added |
| Quantamental Technologies LLC | 17,765 | $1.69M | 0.71% | +9,353+111.2% | Added |
| Susquehanna Fundamental Investments, LLC | 17,750 | $1.69M | 0.06% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 17,748 | $1.69M | 0.07% | −80−0.4% | Reduced |
| Redwood Investment Management, LLC | 17,704 | $1.69M | 0.17% | +2,160+13.9% | Added |
| Carret Asset Management, LLC | 17,708 | $1.69M | 0.22% | −250−1.4% | Reduced |
| X-Square Capital, LLC | 19,556 | $1.68M | 1.13% | +17,012+668.7% | Added |
| VisionPoint Advisory Group, LLC | 17,589 | $1.68M | 0.69% | +986+5.9% | Added |
| Community Bank, N.A. | 17,561 | $1.67M | 0.22% | +274+1.6% | Added |
| Cobblestone Capital Advisors LLC | 17,554 | $1.67M | 0.12% | +20.0% | Added |
| Lincoln National Corp | 17,547 | $1.67M | 0.03% | +1,157+7.1% | Added |
| Fernwood Investment Management, LLC | 17,480 | $1.67M | 0.59% | −150−0.9% | Reduced |
| Azzad Asset Management Inc | 17,340 | $1.65M | 0.22% | +470+2.8% | Added |
| Crescent Sterling, Ltd. | 17,320 | $1.65M | 1.57% | +319+1.9% | Added |
| Snowden Capital Advisors LLC | 17,273 | $1.65M | 0.06% | +4,656+36.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,206 | $1.64M | 0.04% | −2,082−10.8% | Reduced |
| HB Wealth Management, LLC | 17,193 | $1.64M | 0.03% | −251−1.4% | Reduced |
| Financial Counselors Inc | 17,100 | $1.63M | 0.03% | +158+0.9% | Added |
| Harvest Portfolios Group Inc. | 16,914 | $1.61M | 0.07% | +550+3.4% | Added |
| Northside Capital Management, LLC | 16,725 | $1.60M | 0.55% | −216−1.3% | Reduced |
| Arvest Trust Co N A | 14,218 | $1.59M | 0.09% | +5,971+72.4% | Added |
| Curbstone Financial Management Corp | 16,622 | $1.59M | 0.38% | −54−0.3% | Reduced |
| Moser Wealth Advisors, LLC | 16,606 | $1.58M | 1.07% | +16,606 | New |
| TBH Global Asset Management, LLC | 16,572 | $1.58M | 0.31% | −33−0.2% | Reduced |
| Shell Asset Management Co | 16,533 | $1.58M | 0.06% | +13,313+413.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,472 | $1.57M | 0.12% | −109−0.7% | Reduced |
| Pinnacle Wealth Management, LLC | 16,448 | $1.57M | 1.58% | +16,448 | New |
| Ingalls & Snyder LLC | 16,352 | $1.56M | 0.08% | +1,700+11.6% | Added |
| AlphaStar Capital Management, LLC | 16,290 | $1.55M | 0.18% | +292+1.8% | Added |
| Americana Partners, LLC | 16,249 | $1.55M | 0.20% | +250+1.6% | Added |
| Horizon Investment Services, LLC | 16,174 | $1.54M | 0.94% | +348+2.2% | Added |
| Fortem Financial Group, LLC | 16,053 | $1.53M | 0.91% | −2,408−13.0% | Reduced |
| EHP Funds Inc. | 16,000 | $1.53M | 0.43% | +4,700+41.6% | Added |
| Equitable Trust Co | 15,614 | $1.49M | 0.11% | −1,074−6.4% | Reduced |
| Jefferies Financial Group Inc. | 15,604 | $1.49M | 0.03% | +4,056+35.1% | Added |
| Summit Financial, LLC | 15,565 | $1.48M | 0.11% | +2,985+23.7% | Added |
| Csenge Advisory Group | 15,530 | $1.48M | 0.10% | +3,638+30.6% | Added |
| Capstone Investment Advisors, LLC | 15,453 | $1.47M | 0.04% | +5,090+49.1% | Added |
| Hendley & Co Inc | 15,430 | $1.47M | 0.61% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,369 | $1.47M | 0.13% | +1,461+10.5% | Added |
| Tudor Investment Corp Et Al | 15,275 | $1.46M | 0.02% | −325,886−95.5% | Reduced |
| First Manhattan Co | 15,259 | $1.46M | 0.01% | −125−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 15,221 | $1.45M | 0.19% | +842+5.9% | Added |
| Capital Advisors Inc | 15,190 | $1.45M | 0.04% | +244+1.6% | Added |
| Everett Harris & Co | 14,971 | $1.43M | 0.02% | −150−1.0% | Reduced |
| Stephens Inc | 14,861 | $1.42M | 0.03% | +955+6.9% | Added |
| Harbour Investment Management LLC | 14,611 | $1.39M | 0.73% | −275−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,474 | $1.38M | 0.04% | −174−1.2% | Reduced |
| First Hawaiian Bank | 14,391 | $1.37M | 0.04% | −424−2.9% | Reduced |
| Teamwork Financial Advisors, LLC | 14,374 | $1.37M | 0.22% | +326+2.3% | Added |
| Koshinski Asset Management, Inc. | 14,333 | $1.37M | 0.15% | −4,729−24.8% | Reduced |
| Inscription Capital, LLC | 14,321 | $1.37M | 0.42% | +832+6.2% | Added |
| Fiduciary Trust Co | 14,208 | $1.36M | 0.02% | −66−0.5% | Reduced |
| Alberta Investment Management Corp | 14,200 | $1.35M | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,162 | $1.35M | 0.09% | −223−1.6% | Reduced |
| IHT Wealth Management, LLC | 14,115 | $1.35M | 0.07% | +6,115+76.4% | Added |
| Terry L. Blaker | 14,013 | $1.34M | 0.11% | +155+1.1% | Added |
| Haverford Trust Co | 13,921 | $1.33M | 0.01% | +1,736+14.2% | Added |
| Logan Capital Management Inc | 13,839 | $1.32M | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,719 | $1.31M | 0.14% | −29,353−68.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,502 | $1.29M | 0.02% | +956+7.6% | Added |
| Parallel Advisors, LLC | 13,427 | $1.28M | 0.04% | +726+5.7% | Added |