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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 13,421 | $1.28M | 0.04% | +6,239+86.9% | Added |
| Paradigm Asset Management Co LLC | 13,400 | $1.28M | 0.34% | +5,400+67.5% | Added |
| Sigma Planning Corp | 13,356 | $1.27M | 0.05% | −5,347−28.6% | Reduced |
| Exeter Financial, LLC | 12,525 | $1.27M | 0.66% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,329 | $1.27M | 0.05% | −1,843−12.1% | Reduced |
| Fruth Investment Management | 13,295 | $1.27M | 0.36% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 13,285 | $1.27M | 0.13% | −2,092−13.6% | Reduced |
| Evercore Wealth Management, LLC | 13,252 | $1.26M | 0.02% | +1,478+12.6% | Added |
| Banque Cantonale Vaudoise | 13,202 | $1.26M | 0.06% | +4,000+43.5% | Added |
| iA Global Asset Management Inc. | 13,092 | $1.25M | 0.03% | +13,092 | New |
| Welch & Forbes LLC | 13,049 | $1.24M | 0.02% | −72−0.5% | Reduced |
| YHB Investment Advisors, Inc. | 12,991 | $1.24M | 0.12% | +265+2.1% | Added |
| Aurora Investment Counsel | 12,938 | $1.23M | 0.79% | −133−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 12,873 | $1.23M | 0.06% | +1,813+16.4% | Added |
| Centiva Capital, LP | 12,826 | $1.22M | 0.06% | +12,826 | New |
| Veracity Capital LLC | 12,747 | $1.22M | 0.52% | −125−1.0% | Reduced |
| Estate Counselors, LLC | 12,720 | $1.21M | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,715 | $1.21M | 0.07% | −368−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,624 | $1.20M | 0.06% | −590−4.5% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.20M | 0.32% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 12,600 | $1.20M | 0.05% | +5,322+73.1% | Added |
| Marion Wealth Management | 12,510 | $1.19M | 0.42% | +340+2.8% | Added |
| Cary Street Partner Investment Advisory LLC | 12,504 | $1.19M | 0.08% | −648−4.9% | Reduced |
| Adirondack Trust Co | 10,604 | $1.18M | 0.55% | +114+1.1% | Added |
| Allworth Financial LP | 12,261 | $1.17M | 0.01% | +3,269+36.4% | Added |
| Williams Jones Wealth Management, LLC. | 12,128 | $1.16M | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,052 | $1.15M | 0.13% | +373+3.2% | Added |
| Paragon Capital Management LLC | 12,033 | $1.15M | 0.66% | +130+1.1% | Added |
| Independent Financial Group, LLC | 11,934 | $1.14M | 0.08% | −353−2.9% | Reduced |
| Fairfield, Bush & Co. | 11,927 | $1.14M | 0.31% | −148−1.2% | Reduced |
| Smith, Moore & Co. | 11,783 | $1.12M | 0.14% | +728+6.6% | Added |
| Atlas Private Wealth Management | 11,756 | $1.12M | 0.59% | +1,853+18.7% | Added |
| International Assets Investment Management, LLC | 93,888 | $1.12M | 0.15% | +45,866+95.5% | Added |
| Cowa, LLC | 11,702 | $1.12M | 0.73% | +3,252+38.5% | Added |
| Lido Advisors, LLC | 11,697 | $1.12M | 0.01% | +1,686+16.8% | Added |
| Massmutual Trust Co FSB | 11,676 | $1.11M | 0.04% | +104+0.9% | Added |
| Bragg Financial Advisors, Inc | 11,670 | $1.11M | 0.06% | −37−0.3% | Reduced |
| Guardian Wealth Management, Inc. | 11,659 | $1.11M | 1.02% | +225+2.0% | Added |
| SRN Advisors, LLC | 11,651 | $1.11M | 0.99% | −227−1.9% | Reduced |
| Retirement Investment Advisors, Inc. | 11,576 | $1.10M | 0.13% | +315+2.8% | Added |
| Boston Trust Walden Corp | 11,576 | $1.10M | 0.01% | +3,258+39.2% | Added |
| TCG Advisory Services, LLC | 11,499 | $1.10M | 0.19% | +562+5.1% | Added |
| Cynosure Management, LLC | 11,474 | $1.09M | 0.33% | +11,474 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,439 | $1.09M | 0.02% | +8,000+232.6% | Added |
| Martingale Asset Management L P | 11,412 | $1.09M | 0.02% | −54−0.5% | Reduced |
| Pathstone Family Office, LLC | 12,337 | $1.08M | 0.02% | +2,598+26.7% | Added |
| RFG Advisory, LLC | 11,287 | $1.08M | 0.05% | −44−0.4% | Reduced |
| Towle & Co | 11,280 | $1.08M | 0.14% | +1,070+10.5% | Added |
| Sowell Financial Services LLC | 11,275 | $1.07M | 0.06% | +2,383+26.8% | Added |
| Veriti Management LLC | 11,215 | $1.07M | 0.12% | −485−4.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,185 | $1.07M | 0.42% | −150−1.3% | Reduced |
| Belpointe Asset Management LLC | 11,143 | $1.06M | 0.11% | −12−0.1% | Reduced |
| West Tower Group, LLC | 11,077 | $1.06M | 0.75% | −3,923−26.2% | Reduced |
| Tower Bridge Advisors | 11,012 | $1.05M | 0.10% | −4,593−29.4% | Reduced |
| United Services Automobile Association | 11,007 | $1.05M | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,006 | $1.05M | 0.35% | −332−2.9% | Reduced |
| Greylin Investment Mangement Inc | 10,952 | $1.04M | 0.19% | −450−3.9% | Reduced |
| Resources Management Corp | 10,835 | $1.03M | 0.16% | +7,485+223.4% | Added |
| Two Sigma Securities, LLC | 10,800 | $1.03M | 0.08% | −1,868−14.7% | Reduced |
| BBR Partners, LLC | 10,785 | $1.03M | 0.11% | −17−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 10,728 | $1.02M | 0.28% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 10,665 | $1.02M | 0.62% | −3,102−22.5% | Reduced |
| Strategic Advisors LLC | 10,656 | $1.02M | 0.19% | −445−4.0% | Reduced |
| Jeppson Wealth Management, LLC | 10,647 | $1.02M | 0.44% | −200−1.8% | Reduced |
| Longfellow Investment Management Co LLC | 10,644 | $1.02M | 0.23% | +433+4.2% | Added |
| Harbor Investment Advisory, LLC | 10,633 | $1.01M | 0.14% | −165−1.5% | Reduced |
| Lee Danner & Bass Inc | 10,616 | $1.01M | 0.09% | −135−1.3% | Reduced |
| Tiaa, FSB | 10,552 | $1.01M | 0.00% | +262+2.5% | Added |
| Covenant Partners, LLC | 10,531 | $1.00M | 0.36% | +1,064+11.2% | Added |
| Pavion Blue Capital, LLC | 10,524 | $1.00M | 0.59% | −325−3.0% | Reduced |
| Cullinan Associates Inc | 10,439 | $995.7K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 10,349 | $987.1K | 0.09% | −671−6.1% | Reduced |
| TD Waterhouse Canada Inc. | 9,778 | $984.2K | 0.01% | +324+3.4% | Added |
| Financial Advocates Investment Management | 10,315 | $983.9K | 0.07% | −1,154−10.1% | Reduced |
| V Wealth Advisors LLC | 10,265 | $979.1K | 0.17% | +1,152+12.6% | Added |
| Buckingham Strategic Wealth, LLC | 10,265 | $979.0K | 0.01% | +116+1.1% | Added |
| Savant Capital, LLC | 10,154 | $968.5K | 0.02% | +1,038+11.4% | Added |
| Ieq Capital, LLC | 10,007 | $954.5K | 0.02% | −292−2.8% | Reduced |
| Aquila Investment Management LLC | 10,000 | $953.8K | 0.78% | −1,000−9.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,989 | $952.8K | 0.02% | +50+0.5% | Added |
| Bleakley Financial Group, LLC | 9,965 | $950.5K | 0.03% | +378+3.9% | Added |
| Sawtooth Solutions, LLC | 9,962 | $950.2K | 0.03% | +370+3.9% | Added |
| Ostrum Asset Management | 9,786 | $933.4K | 0.08% | +8+0.1% | Added |
| Moody National Bank Trust Division | 9,766 | $931.5K | 0.06% | +155+1.6% | Added |
| Cannell Peter B & Co Inc | 9,705 | $925.7K | 0.03% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,686 | $923.8K | 0.76% | −89−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 9,581 | $913.8K | 0.12% | −628−6.2% | Reduced |
| Searle & Co. | 8,171 | $911.5K | 0.28% | +12+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 9,544 | $910.3K | 0.23% | +2,217+30.3% | Added |
| Diversified Trust Co | 9,526 | $908.6K | 0.03% | +114+1.2% | Added |
| Independent Solutions Wealth Management, LLC | 9,486 | $904.7K | 0.24% | +6,424+209.8% | Added |
| First National Trust Co | 9,430 | $899.4K | 0.04% | −289−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,429 | $899.3K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 9,384 | $895.0K | 0.18% | +2,010+27.3% | Added |
| Intrua Financial, LLC | 9,375 | $894.2K | 0.16% | +805+9.4% | Added |
| Boston Private Wealth LLC | 9,361 | $892.9K | 0.02% | −967−9.4% | Reduced |
| Jacobi Capital Management LLC | 9,348 | $891.6K | 0.10% | −30.0% | Reduced |
| Investors Research Corp | 9,342 | $891.0K | 0.22% | −75−0.8% | Reduced |
| Patten Group, Inc. | 9,332 | $890.1K | 0.25% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 9,237 | $881.0K | 0.46% | +9,237 | New |