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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 9,218 | $879.2K | 0.09% | −17−0.2% | Reduced |
| Advisor OS, LLC | 9,167 | $874.3K | 0.14% | −4,629−33.6% | Reduced |
| Rowland & Co Investment Counsel | 9,146 | $872.4K | 0.21% | +50+0.5% | Added |
| Matthew Goff Investment Advisor, LLC | 9,135 | $871.3K | 0.20% | +3,000+48.9% | Added |
| Connecticut Wealth Management, LLC | 9,116 | $869.5K | 0.06% | −140−1.5% | Reduced |
| Twin Capital Management Inc | 9,106 | $868.5K | 0.11% | −329−3.5% | Reduced |
| Signaturefd, LLC | 9,085 | $866.5K | 0.02% | −212−2.3% | Reduced |
| Delta Financial Advisors LLC | 9,081 | $866.2K | 0.38% | −129−1.4% | Reduced |
| Apollon Wealth Management, LLC | 9,064 | $864.5K | 0.04% | −744−7.6% | Reduced |
| Guyasuta Investment Advisors Inc | 9,063 | $864.4K | 0.06% | +125+1.4% | Added |
| Greenleaf Trust | 9,032 | $861.5K | 0.01% | −267−2.9% | Reduced |
| IFP Advisors, Inc | 7,138 | $849.4K | 0.04% | +10+0.1% | Added |
| Karpas Strategies, LLC | 8,903 | $849.2K | 0.29% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 8,843 | $843.5K | 0.17% | +8+0.1% | Added |
| CFO4Life Group, LLC | 8,824 | $841.6K | 0.18% | −418−4.5% | Reduced |
| Columbia Trust Co 01012016 | 8,710 | $830.8K | 0.47% | +30.0% | Added |
| First National Bank & Trust Co of Newtown | 8,526 | $813.2K | 0.17% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 8,512 | $812.7K | 0.30% | −216−2.5% | Reduced |
| CoreCommodity Management, LLC | 8,510 | $811.7K | 0.24% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,504 | $811.1K | 0.09% | +10.0% | Added |
| Wimmer Associates 1, LLC | 8,504 | $811.1K | 0.49% | +148+1.8% | Added |
| Bank of Hawaii | 8,503 | $811.0K | 0.04% | −205−2.4% | Reduced |
| Cookson Peirce & Co Inc | 8,498 | $811.0K | 0.05% | +1,682+24.7% | Added |
| Petrus Trust Company, LTA | 8,458 | $806.7K | 0.09% | −103−1.2% | Reduced |
| Trustmark National Bank Trust Department | 8,456 | $806.5K | 0.07% | −721−7.9% | Reduced |
| Colony Group LLC | 8,419 | $803.0K | 0.01% | +575+7.3% | Added |
| Gradient Investments LLC | 8,344 | $795.8K | 0.02% | −734−8.1% | Reduced |
| GTS Securities LLC | 8,278 | $789.6K | 0.02% | +8,278 | New |
| Wealth Alliance Advisory Group, LLC | 8,271 | $788.9K | 0.28% | +268+3.3% | Added |
| Argent Trust Co | 8,260 | $787.8K | 0.04% | +1,951+30.9% | Added |
| Nikko Asset Management Americas, Inc. | 8,208 | $782.8K | 0.01% | −259−3.1% | Reduced |
| Baker Ellis Asset Management LLC | 8,199 | $782.0K | 0.13% | −135−1.6% | Reduced |
| Old National Bancorp | 8,195 | $781.6K | 0.02% | +2,213+37.0% | Added |
| Mutual Advisors, LLC | 8,191 | $781.2K | 0.03% | −911−10.0% | Reduced |
| Fiduciary Group LLC | 8,179 | $780.1K | 0.10% | −49−0.6% | Reduced |
| Strategic Financial Services, Inc, | 6,782 | $776.0K | 0.06% | −348−4.9% | Reduced |
| True North Advisors, LLC | 8,036 | $766.5K | 0.22% | +139+1.8% | Added |
| Group One Trading, L.P. | 8,001 | $763.1K | 0.03% | −4,732−37.2% | Reduced |
| Mairs & Power Inc | 7,989 | $762.0K | 0.01% | −1,405−15.0% | Reduced |
| WESPAC Advisors, LLC | 7,974 | $760.6K | 0.61% | +7,974 | New |
| Kistler-Tiffany Companies, LLC | 7,894 | $752.9K | 0.12% | +482+6.5% | Added |
| Westmount Partners, LLC | 7,894 | $752.9K | 0.33% | +82+1.0% | Added |
| Vinva Investment Management Ltd | 7,907 | $747.4K | 0.07% | −8,061−50.5% | Reduced |
| Machina Capital S.A.S. | 7,826 | $746.4K | 0.42% | +6,855+706.0% | Added |
| Thoroughbred Financial Services, LLC | 7,823 | $746.0K | 0.10% | −17−0.2% | Reduced |
| Peoples Bank | 7,800 | $744.0K | 0.46% | −10−0.1% | Reduced |
| NVWM, LLC | 7,774 | $741.5K | 0.24% | +335+4.5% | Added |
| Bridge Creek Capital Management LLC | 7,751 | $739.3K | 0.26% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,751 | $739.0K | 0.38% | 00.0% | Unchanged |
| Private Capital Management, LLC | 7,738 | $738.1K | 0.09% | +1,649+27.1% | Added |
| Edgestream Partners, L.P. | 7,691 | $733.6K | 0.07% | +7,691 | New |
| Jupiter Wealth Management LLC | 7,650 | $729.7K | 0.63% | −1,000−11.6% | Reduced |
| Virtus ETF Advisers LLC | 7,641 | $728.8K | 0.43% | −657−7.9% | Reduced |
| WealthTrust Axiom LLC | 7,636 | $728.4K | 0.24% | +6+0.1% | Added |
| Full Sail Capital, LLC | 7,580 | $723.0K | 0.06% | −30.0% | Reduced |
| FineMark National Bank & Trust | 7,574 | $722.4K | 0.03% | +1,424+23.2% | Added |
| Forum Financial Management, LP | 7,554 | $720.5K | 0.02% | +44+0.6% | Added |
| Flagship Harbor Advisors, LLC | 7,549 | $720.1K | 0.06% | −973−11.4% | Reduced |
| Aquatic Capital Management LLC | 7,500 | $715.0K | 0.04% | +6,800+971.4% | Added |
| Quantinno Capital Management LP | 7,477 | $713.0K | 0.04% | −2,912−28.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,445 | $710.4K | 0.20% | −31−0.4% | Reduced |
| Edge Capital Group, LLC | 7,438 | $709.4K | 0.04% | −2,005−21.2% | Reduced |
| First National Advisers, LLC | 7,397 | $705.0K | 0.65% | +118+1.6% | Added |
| Thomas White International Ltd | 7,374 | $703.3K | 0.15% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,358 | $701.8K | 0.12% | −71−1.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,352 | $701.2K | 0.17% | −73−1.0% | Reduced |
| Wealth Alliance | 7,339 | $700.0K | 0.10% | −542−6.9% | Reduced |
| Doheny Asset Management | 7,339 | $700.0K | 0.60% | −350−4.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,336 | $699.7K | 0.20% | −9−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 7,323 | $699.0K | 0.01% | −338−4.4% | Reduced |
| Hunter Associates Investment Management LLC | 7,260 | $698.0K | 0.14% | −7−0.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,317 | $698.0K | 0.45% | +103+1.4% | Added |
| We Are One Seven, LLC | 7,289 | $695.2K | 0.06% | −2,931−28.7% | Reduced |
| Dark Forest Capital Management LP | 7,281 | $694.5K | 0.07% | +4,235+139.0% | Added |
| Bradley Foster & Sargent Inc | 7,272 | $693.6K | 0.01% | +57+0.8% | Added |
| Penobscot Investment Management Company, Inc. | 7,270 | $693.4K | 0.11% | −1,364−15.8% | Reduced |
| Meeder Advisory Services, Inc. | 7,168 | $683.7K | 0.07% | +345+5.1% | Added |
| Glenview Trust Co | 7,144 | $681.4K | 0.02% | −623−8.0% | Reduced |
| Portman Square Capital LLP | 7,117 | $678.8K | 0.12% | −6,587−48.1% | Reduced |
| AMG National Trust Bank | 7,111 | $678.2K | 0.02% | −3,488−32.9% | Reduced |
| David Loasby | 7,099 | $677.3K | 0.07% | +1,088+18.1% | Added |
| Chelsea Counsel Co | 7,090 | $676.2K | 0.33% | +505+7.7% | Added |
| America First Investment Advisors, LLC | 7,080 | $675.3K | 0.18% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,076 | $674.9K | 0.04% | −3,582−33.6% | Reduced |
| Nomura Holdings Inc | 7,059 | $673.3K | 0.01% | +7,059 | New |
| J.W. Cole Advisors, Inc. | 7,046 | $672.0K | 0.05% | +109+1.6% | Added |
| Concord Wealth Partners | 7,018 | $669.4K | 0.14% | +3,164+82.1% | Added |
| Navalign, LLC | 7,011 | $668.7K | 0.27% | −22−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,998 | $667.5K | 0.04% | +435+6.6% | Added |
| Cladis Investment Advisory, LLC | 6,971 | $664.9K | 0.58% | +10.0% | Added |
| Equitable Holdings, Inc. | 6,961 | $663.9K | 0.01% | +1,336+23.8% | Added |
| 1st Source Bank | 6,949 | $662.8K | 0.04% | +50+0.7% | Added |
| Balentine LLC | 6,930 | $661.0K | 0.02% | −4,247−38.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $660.5K | 0.45% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,913 | $659.3K | 0.19% | +82+1.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,911 | $659.2K | 0.03% | +6,911 | New |
| Spreng Capital Management, Inc. | 6,898 | $658.0K | 0.52% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 50,237 | $655.1K | 0.01% | +35,237+234.9% | Added |
| Hudson Valley Investment Advisors Inc | 6,868 | $655.1K | 0.09% | −75−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,853 | $653.6K | 0.12% | +3,220+88.6% | Added |