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Livermore
Livermore
ZHEN

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).

Q3 2023 vs. Q2 2023

How the institutions holding Phillips 66 changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of PSX: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,542201,664+142
Shares324.1M913.8K320.6M−2.53M (−0.8%)
Value$30.9B$87.2M$38.5B+$7.72B (+25.1%)

20 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (215)

Institutions that held Phillips 66 at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 215 by value.

Institutions new to PSX in Q3 2023
InstitutionSharesValue% of portfolio
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,905,478$228.9M0.45%
Merewether Investment Management, LP612,700$73.6M4.45%
Renaissance Technologies LLC541,779$65.1M0.11%
MUFG Securities EMEA plc425,000$51.1M5.47%
First Republic Investment Management, Inc.366,158$44.0M0.13%
Arrowstreet Capital, Limited Partnership330,910$39.8M0.05%
Twinbeech Capital LP315,364$37.9M0.73%
Pictet Asset Management Holding SA244,512$29.4M0.04%
HRT Financial LP207,166$24.9M0.25%
ExodusPoint Capital Management, LP138,290$16.6M0.21%
PointState Capital LP118,059$14.2M0.49%
ING Groep NV81,502$9.79M0.09%
La Banque Postale Asset Management SA81,254$9.76M0.22%
Envestnet Portfolio Solutions, Inc.79,346$9.53M0.05%
Payden & Rygel Investment Group74,100$8.90M0.70%
Verity & Verity, LLC59,208$7.11M0.89%
AMJ Financial Wealth Management37,926$4.56M2.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors33,482$4.02M0.53%
Cozad Asset Management Inc23,890$2.87M0.37%
Richard Bernstein Advisors LLC23,474$2.82M0.06%
Monument Capital Management21,676$2.60M0.87%
Vident Advisory, LLC20,576$2.47M0.08%
QRG Capital Management, Inc.20,420$2.45M0.04%
Financial Engines Advisors L.L.C.19,983$2.40M0.01%
Duality Advisers, LP17,980$2.16M0.26%
Campbell & CO Investment Adviser LLC16,970$2.04M0.24%
Cavalier Investments, LLC15,105$1.81M0.71%
Retireful, LLC14,297$1.72M0.82%
WCG Wealth Advisors LLC13,408$1.65M0.12%
Pathway Financial Advisers, LLC11,902$1.43M0.59%
Donoghue Forlines LLC11,626$1.40M0.50%
Verition Fund Management LLC11,268$1.35M0.02%
Tiaa Trust, National Association11,146$1.34M0.00%
Erste Asset Management GmbH10,300$1.27M0.02%
Axq Capital, LP9,900$1.19M0.42%
XTX Topco Ltd9,643$1.16M0.20%
Rathbone Brothers plc8,568$1.03M0.01%
Aventail Capital Group, LP8,271$993.8K0.07%
Ramirez Asset Management, Inc.7,374$886.0K0.19%
Landscape Capital Management, L.L.C.7,255$871.7K0.12%
Agf Management Ltd7,191$864.0K0.01%
Alpha DNA Investment Management LLC6,923$831.8K0.53%
ISAM Funds (UK) Ltd6,876$826.2K0.52%
Western Financial Corp6,584$791.1K0.58%
Mach-1 Financial Group, Inc.6,276$754.1K0.32%
First Dallas Securities Inc.6,267$753.0K0.17%
Wealth Advisory Solutions, LLC6,105$733.5K0.14%
Key Bridge Compliance, LLC6,105$733.5K0.23%
Jaffetilchin Investment Partners, LLC5,494$660.1K0.07%
Kingswood Wealth Advisors, LLC5,237$629.2K0.11%
Northwest & Ethical Investments L.P.4,825$579.7K0.02%
BluePath Capital Management, LLC4,810$578.0K0.53%
NBC Securities, Inc.4,567$548.0K0.06%
NEOS Investment Management LLC4,490$539.5K0.07%
Symmetry Investments LP4,437$533.1K0.15%
Peregrine Asset Advisers, Inc.4,430$532.3K0.28%
Strait & Sound Wealth Management LLC4,370$525.1K0.45%
Johnson & White Wealth Management, LLC4,357$524.0K0.47%
Hennion & Walsh Asset Management, Inc.4,339$521.3K0.03%
Perpetual Ltd4,177$501.9K0.01%
OneAscent Wealth Management LLC4,114$494.0K0.22%
Capula Management Ltd4,040$485.4K0.03%
Angeles Investment Advisors, LLC3,968$476.8K0.04%
SCP Investment, LP3,812$458.0K0.35%
IFG Advisory, LLC3,787$455.0K0.04%
AdvisorShares Investments LLC3,559$427.6K0.11%
Keebeck Alpha, LP3,552$426.8K0.42%
Diametric Capital, LP3,544$425.8K0.18%
Van Strum & Towne Inc.3,281$394.2K0.17%
OneAscent Financial Services LLC3,197$384.0K0.10%
Syon Capital LLC3,153$378.8K0.05%
Empyrean Capital Partners, LP2,940$353.2K0.02%
Graypoint LLC2,884$346.5K0.03%
Engrave Wealth Partners LLC2,760$331.6K0.10%
Quarry LP2,757$331.3K0.21%
United Community Bank2,743$329.6K0.16%
Pettyjohn, Wood & White, Inc2,735$328.6K0.08%
Caxton Associates LP2,666$320.3K0.04%
Opus Capital Group, LLC2,600$312.0K0.06%
Warren Averett Asset Management, LLC2,580$310.0K0.01%
Buckingham Strategic Partners2,529$303.9K0.01%
Beach Investment Counsel Inc2,510$302.0K0.04%
Goodwin Daniel L2,500$300.4K0.15%
CoreCap Advisors, LLC2,478$297.7K0.02%
Delta Financial Group, Inc.2,462$296.0K0.10%
WBI Investments2,423$291.1K0.06%
Renasant Bank2,398$288.2K0.24%
Fermata Advisors, LLC2,396$288.0K0.08%
Granite Bay Wealth Management, LLC2,520$283.0K0.00%
Capital Advisory Group Advisory Services, LLC2,321$278.9K0.16%
NorthRock Partners, LLC2,313$277.9K0.03%
HBW Advisory Services LLC2,288$275.0K0.06%
Eudaimonia Partners, LLC2,229$267.8K0.06%
TFG Advisers LLC2,206$265.1K0.12%
First Citizens Bank & Trust Co2,194$263.6K0.01%
Legacy Financial Group, Inc.2,143$257.5K0.13%
North Star Asset Management Inc2,129$255.8K0.01%
Sandy Cove Advisors, LLC2,089$251.0K0.15%
Delta Investment Management, LLC2,083$250.3K0.07%
Websterrogers Financial Advisors, LLC2,068$248.5K0.11%

Sold out (73)

Institutions that held Phillips 66 at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PSX in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Holocene Advisors, LP638,332$60.9M
Healthcare of Ontario Pension Plan Trust Fund330,000$31.5M
Alyeska Investment Group, L.P.316,306$30.2M
Bridgewater Associates, LP131,944$12.6M
Gyroscope Capital Management Group, LLC96,387$9.19M
Beck Bode, LLC88,089$8.39M
Artemis Investment Management LLP63,812$6.08M
Teza Capital Management LLC45,979$4.39M
Magnetar Financial LLC32,567$3.11M
Beverly Hills Private Wealth, LLC23,718$2.62M
Veritable, L.P.22,424$2.14M
Vident Investment Advisory, LLC20,180$1.93M
Marshall Wace, LLP18,353$1.75M
Ergoteles LLC17,840$1.70M
Quantamental Technologies LLC17,765$1.69M
Y-Intercept (Hong Kong) Ltd13,719$1.31M
International Assets Investment Management, LLC93,888$1.12M
West Tower Group, LLC11,077$1.06M
Neo Ivy Capital Management9,237$881.0K
CoreCommodity Management, LLC8,510$811.7K
GTS Securities LLC8,278$789.6K
Group One Trading, L.P.8,001$763.1K
Machina Capital S.A.S.7,826$746.4K
Portman Square Capital LLP7,117$678.8K
Echo Street Capital Management LLC6,580$627.6K
SPX Equities Gestao de Recursos Ltda6,097$581.5K
Concord Asset Management, LLC5,671$540.9K
MJP Associates Inc5,261$501.8K
Inlet Private Wealth, LLC5,162$492.3K
Maverick Capital LtdSuperinvestorMaverick Capital5,119$488.3K
Clark Capital Management Group, Inc.4,957$472.8K
San Luis Wealth Advisors LLC4,496$429.0K
Point72 Middle East FZE4,283$408.5K
Schonfeld Strategic Advisors LLC4,235$403.9K
CFS Investment Advisory Services, LLC3,785$361.0K
Saxon Interests, Inc.3,698$352.7K
MQS Management LLC3,492$333.1K
Arete Wealth Advisors, LLC3,453$329.0K
Plan Group Financial, LLC3,051$306.2K
Mirabella Financial Services LLP3,115$297.1K
Point72 Asset Management, L.P.3,109$296.5K
AIA Group Ltd2,840$270.9K
Harel Insurance Investments & Financial Services Ltd.2,760$261.0K
Jmac Enterprises LLC2,635$251.3K
Laurion Capital Management LP2,633$251.1K
TD Ameritrade Investment Management, LLC2,580$246.0K
Woodley Farra Manion Portfolio Management Inc2,229$212.6K
First City Capital Management, Inc.2,221$211.8K
APCM Wealth Management for Individuals2,212$211.0K
Canvas Wealth Advisors, LLC1,952$208.6K
Precision Wealth Strategies, LLC2,174$207.4K
Relyea Zuckerberg Hanson LLC2,148$204.9K
Occudo Quantitative Strategies LP2,130$203.2K
Natixis2,108$201.1K
ICA Group Wealth Management, LLC1,465$139.7K
WealthPLAN Partners, LLC1,299$123.9K
Options Solutions, LLC1,001$95.5K
Achmea Investment Management B.V.890$85.0K
CVA Family Office, LLC887$84.6K
First Eagle Investment Management, LLC849$81.0K
Clearview Wealth Advisors LLC745$71.1K
Worth Asset Management, LLC415$39.6K
PCA Investment Advisory Services Inc.394$37.6K
Horan Securities, Inc.355$33.9K
Fiduciary Alliance LLC318$30.3K
Horizons Wealth Management253$24.1K
25 LLC222$22.8K
Antonetti Capital Management LLC200$19.1K
Safeguard Financial, LLC153$14.0K
Crewe Advisors LLC102$9.73K
Ridgewood Investments LLC92$8.80K
Tilia Fiduciary Partners, Inc.72$6.88K
Financial Connections Group, Inc.30$2.00K

Not filed for Q3 2023 yet (20)

Institutions that held Phillips 66 at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
PFS Investments Inc.451,146$43.0M
Pictet Asset Management SA252,202$24.1M
EA Series Trust150,433$14.3M
Tiaa, FSB10,552$1.01M
Kistler-Tiffany Companies, LLC7,894$752.9K
Thomas White International Ltd7,374$703.3K
Intercontinental Wealth Advisors, LLC7,352$701.2K
Heron Financial Group, LLC6,830$651.4K
BerganKDV Wealth Management, LLC4,950$472.2K
BMS Financial Advisors, LLC4,748$452.9K
Montchanin Asset Management, LLC3,830$365.0K
First National Bank of South Miami2,817$268.7K
BDO Wealth Advisors, LLC1,100$104.9K
Vigilant Capital Management, LLC700$67.0K
Endurance Wealth Management, Inc.580$55.0K
Coastal Capital Group, Inc.510$48.6K
First Capital Advisors Group, LLC.267$25.5K
First Command Bank176$16.8K
First Command Financial Services, Inc.176$16.8K
Northwest Bank & Trust Co138$13.2K