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 |
|---|---|---|---|---|---|
| Heron Financial Group, LLC | 6,830 | $651.4K | 0.35% | +150+2.2% | Added |
| Aull & Monroe Investment Management Corp | 6,827 | $651.2K | 0.33% | −100−1.4% | Reduced |
| Eqis Capital Management, Inc. | 6,808 | $649.4K | 0.07% | −219−3.1% | Reduced |
| CAPROCK Group, Inc. | 6,737 | $642.6K | 0.05% | −30−0.4% | Reduced |
| Van Hulzen Asset Management, LLC | 6,717 | $641.0K | 0.05% | −77−1.1% | Reduced |
| Westhampton Capital, LLC | 6,683 | $637.4K | 0.41% | −20−0.3% | Reduced |
| Sandy Spring Bank | 6,618 | $631.2K | 0.03% | −313−4.5% | Reduced |
| Wahed Invest LLC | 6,615 | $630.9K | 0.22% | +632+10.6% | Added |
| Islay Capital Management, LLC | 6,599 | $629.4K | 0.55% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6,598 | $629.3K | 0.97% | −1,516−18.7% | Reduced |
| MCF Advisors LLC | 6,598 | $629.3K | 0.06% | +609+10.2% | Added |
| Echo Street Capital Management LLC | 6,580 | $627.6K | 0.01% | −891−11.9% | Reduced |
| Trust Co of Toledo NA | 6,580 | $627.6K | 0.11% | +900+15.8% | Added |
| C2C Wealth Management, LLC | 6,267 | $622.7K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,520 | $621.9K | 0.13% | +372+6.1% | Added |
| Miller Investment Management, LP | 6,500 | $620.0K | 0.09% | 00.0% | Unchanged |
| Imprint Wealth LLC | 6,493 | $619.3K | 0.39% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,487 | $619.0K | 0.25% | +2,087+47.4% | Added |
| Clearstead Advisors, LLC | 6,472 | $617.3K | 0.04% | +171+2.7% | Added |
| Cornerstone Wealth Management, LLC | 6,443 | $614.6K | 0.05% | +140+2.2% | Added |
| South Street Advisors LLC | 6,420 | $612.3K | 0.12% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 6,330 | $603.8K | 0.25% | −160−2.5% | Reduced |
| WSFS Capital Management, LLC | 6,287 | $599.7K | 0.06% | +246+4.1% | Added |
| Chicago Partners Investment Group LLC | 5,490 | $598.4K | 0.03% | +166+3.1% | Added |
| Valley Brook Capital Group | 6,251 | $596.3K | 0.55% | +10.0% | Added |
| American Financial Group Inc | 6,250 | $596.0K | 0.18% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 6,222 | $593.5K | 0.00% | −2,354−27.4% | Reduced |
| Dearborn Partners LLC | 6,186 | $590.0K | 0.02% | −177−2.8% | Reduced |
| Horizon Investments, LLC | 6,185 | $589.9K | 0.02% | −1,960−24.1% | Reduced |
| Symmetry Partners, LLC | 6,174 | $589.0K | 0.03% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,166 | $588.0K | 0.26% | −20−0.3% | Reduced |
| Hilltop Holdings Inc. | 6,153 | $586.9K | 0.07% | −1,063−14.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,129 | $584.6K | 0.34% | +14+0.2% | Added |
| Clarius Group, LLC | 6,120 | $583.7K | 0.05% | −53−0.9% | Reduced |
| Busey Wealth Management | 6,120 | $583.7K | 0.02% | +11+0.2% | Added |
| Institutional & Family Asset Management, LLC | 6,113 | $583.1K | 0.10% | +459+8.1% | Added |
| SPX Equities Gestao de Recursos Ltda | 6,097 | $581.5K | 0.03% | +6,097 | New |
| Valmark Advisers, Inc. | 6,082 | $580.1K | 0.01% | +30.0% | Added |
| Bank Ozk | 6,080 | $579.9K | 0.28% | −2,282−27.3% | Reduced |
| Peoples Financial Services Corp. | 6,060 | $578.0K | 0.26% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,049 | $577.0K | 0.02% | +262+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 6,049 | $577.0K | 0.06% | +6,049 | New |
| CWA Asset Management Group, LLC | 6,037 | $575.8K | 0.04% | +287+5.0% | Added |
| Heck Capital Advisors, LLC | 6,021 | $574.3K | 0.10% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,020 | $574.2K | 0.07% | −2,257−27.3% | Reduced |
| Park Circle Co | 6,000 | $572.3K | 0.54% | 00.0% | Unchanged |
| Private Trust Co NA | 5,995 | $571.8K | 0.07% | +1,052+21.3% | Added |
| Personal Cfo Solutions, LLC | 5,981 | $570.4K | 0.12% | +213+3.7% | Added |
| Allen Capital Group, LLC | 5,979 | $570.3K | 0.10% | +18+0.3% | Added |
| Fund Management at Engine No. 1 LLC | 5,976 | $570.0K | 0.10% | +326+5.8% | Added |
| Johnson Financial Group, Inc. | 5,969 | $569.3K | 0.04% | +127+2.2% | Added |
| Mystic Asset Management, Inc. | 5,969 | $569.3K | 0.31% | −100−1.6% | Reduced |
| Integrated Advisors Network LLC | 5,965 | $569.0K | 0.03% | +63+1.1% | Added |
| Vise Technologies, Inc. | 5,923 | $564.9K | 0.14% | −286−4.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,912 | $563.9K | 0.19% | +106+1.8% | Added |
| Roof Eidam & Maycock | 5,910 | $563.7K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,841 | $557.1K | 0.09% | −40−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,832 | $556.3K | 0.05% | +122+2.1% | Added |
| Palisade Asset Management, LLC | 5,817 | $554.8K | 0.06% | +50+0.9% | Added |
| Retirement Group, LLC | 5,808 | $554.0K | 0.23% | −69−1.2% | Reduced |
| Stegent Equity Advisors, Inc. | 5,795 | $552.7K | 0.62% | −139−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,793 | $552.5K | 0.02% | +656+12.8% | Added |
| Legacy Financial Advisors, Inc. | 5,781 | $551.3K | 0.10% | −12−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,780 | $551.3K | 0.02% | −9,243−61.5% | Reduced |
| Atlas Capital Advisors LLC | 5,775 | $550.8K | 0.08% | +2,939+103.6% | Added |
| Fisher Asset Management, LLC | 5,774 | $550.8K | 0.00% | +854+17.4% | Added |
| Foster & Motley Inc | 5,733 | $547.0K | 0.04% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,709 | $544.5K | 0.12% | +81+1.4% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $544.0K | 0.12% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,671 | $540.9K | 0.19% | +1,169+26.0% | Added |
| Mission Wealth Management, LP | 5,652 | $539.1K | 0.02% | +172+3.1% | Added |
| Cigna Investments Inc | 5,637 | $537.0K | 0.10% | −71−1.2% | Reduced |
| J2 Capital Management Inc | 5,617 | $535.7K | 0.64% | −362−6.1% | Reduced |
| MONECO Advisors, LLC | 5,617 | $535.7K | 0.15% | +811+16.9% | Added |
| Vanguard Capital Wealth Advisors | 5,590 | $533.1K | 0.48% | +1,119+25.0% | Added |
| Worth Financial Advisory Group, LLC | 5,570 | $531.3K | 0.49% | −175−3.0% | Reduced |
| Modera Wealth Management, LLC | 5,559 | $530.2K | 0.01% | +3,076+123.9% | Added |
| Transcend Wealth Collective, LLC | 5,557 | $530.0K | 0.05% | −1,036−15.7% | Reduced |
| Charter Trust Co | 5,551 | $529.5K | 0.04% | −36−0.6% | Reduced |
| Weatherly Asset Management L. P. | 5,509 | $525.4K | 0.06% | −65−1.2% | Reduced |
| Outfitter Financial LLC | 5,500 | $524.6K | 0.47% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,483 | $523.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,460 | $520.8K | 0.07% | +212+4.0% | Added |
| RSM US Wealth Management LLC | 5,409 | $515.9K | 0.02% | −59−1.1% | Reduced |
| Campion Asset Management LLC | 5,354 | $510.7K | 0.46% | −67−1.2% | Reduced |
| Cambridge Trust Co | 5,308 | $506.3K | 0.02% | −277−5.0% | Reduced |
| MJP Associates Inc | 5,261 | $501.8K | 0.17% | −652−11.0% | Reduced |
| Thrive Wealth Management, LLC | 5,261 | $501.8K | 0.13% | −305−5.5% | Reduced |
| North Star Investment Management Corp. | 5,239 | $499.7K | 0.04% | +5+0.1% | Added |
| Clifford Group, LLC | 5,173 | $493.4K | 0.53% | +1,357+35.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,839 | $493.4K | 0.36% | −71−1.4% | Reduced |
| Linscomb & Williams, Inc. | 5,168 | $492.9K | 0.03% | −233−4.3% | Reduced |
| Nwam LLC | 5,163 | $492.5K | 0.04% | +1,042+25.3% | Added |
| Inlet Private Wealth, LLC | 5,162 | $492.3K | 0.12% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,150 | $491.2K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,211 | $491.2K | 0.11% | −2,843−40.3% | Reduced |
| Mill Capital Management, LLC | 5,145 | $490.7K | 0.05% | −1,711−25.0% | Reduced |
| Schear Investment Advisers, LLC | 5,125 | $488.8K | 0.52% | −131−2.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,119 | $488.3K | 0.01% | +5,119 | New |
| Essex Savings Bank | 5,105 | $486.9K | 0.16% | −625−10.9% | Reduced |