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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).

13F holders, Q3 2023

Institutional positions in Phillips 66 as of Sep 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
1,664
+142 vs. Q2 2023
Shares held
320.6M
−2.53M (−0.8%) vs. Q2 2023
Total value
$38.5B
+$7.72B (+25.1%) vs. Q2 2023
New holders
215
565 more added
Sold out
73
597 more reduced

20 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,664 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ3 2023: $38.5B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2023.

Institutions holding PSX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
St. Johns Investment Management Company, LLC1$1200.00%00.0%Unchanged
Atwood & Palmer Inc1$1210.00%00.0%Unchanged
Richard W. Paul & Associates, LLC2$2400.00%00.0%Unchanged
PFS Partners, LLC2$2620.00%00.0%Unchanged
Center for Financial Planning, Inc.7$8420.00%00.0%Unchanged
True Wealth Design, LLC7$8420.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC8$9610.00%00.0%Unchanged
VitalStone Financial, LLC10$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC6$1.00K0.00%+6New
Column Capital Advisors, LLC10$1.20K0.00%00.0%Unchanged
Tucker Asset Management LLC13$1.56K0.00%+5+62.5%Added
Castleview Partners, LLC14$1.68K0.00%+14New
Tfo-TDC, LLC18$1.72K0.00%+11+157.1%Added
Coppell Advisory Solutions LLC18$1.87K0.00%−22−55.0%Reduced
Delta Asset Management LLC17$2.04K0.00%00.0%Unchanged
Country Trust Bank19$2.28K0.00%−250−92.9%Reduced
Johnson Midwest Financial, LLC19$2.28K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC20$2.40K0.00%00.0%Unchanged
Mascoma Wealth Management LLC20$2.40K0.00%+20New
KB Financial Partners, LLC27$3.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)27$3.00K0.00%00.0%Unchanged
Independence Bank of Kentucky25$3.00K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC25$3.00K0.00%00.0%Unchanged
CGC Financial Services, LLC28$3.36K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$3.60K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.32$3.84K0.00%00.0%Unchanged
Hibernia Wealth Partners, LLC32$3.85K0.00%+32New
Horrell Capital Management, Inc.34$4.00K0.00%00.0%Unchanged
Legacy Financial Group LLC36$4.33K0.00%+36New
Thomas J. Herzfeld Advisors, Inc.38$4.57K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$5.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$5.05K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$5.29K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.46$5.53K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC50$6.01K0.00%−50−50.0%Reduced
Financial Freedom, LLC50$6.01K0.00%−15−23.1%Reduced
Cypress Capital Management LLC (WY)50$6.01K0.01%00.0%Unchanged
Family CFO Inc50$6.01K0.00%+50New
Ruedi Wealth Management, Inc.50$6.01K0.00%+50New
Milestone Investment Advisors LLC50$6.01K0.00%+50New
Clean Yield Group55$6.17K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.55$6.61K0.00%+27+96.4%Added
Macroview Investment Management LLC56$6.73K0.01%+56New
Stone House Investment Management, LLC61$7.38K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC66$7.54K0.01%00.0%Unchanged
Financial Perspectives, Inc63$7.57K0.00%00.0%Unchanged
Bogart Wealth, LLC65$7.81K0.00%−1−1.5%Reduced
HighMark Wealth Management LLC72$8.62K0.01%+1+1.4%Added
PSI Advisors, LLC75$9.01K0.00%−6−7.4%Reduced
Authentikos Wealth Advisory, LLC77$9.25K0.01%+77New
J.Safra Asset Management Corp92$11.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC96$11.5K0.00%00.0%Unchanged
Barrett & Company, Inc.99$11.9K0.01%00.0%Unchanged
Abound Wealth Management100$12.1K0.01%+33+49.3%Added
Level Financial Advisors, Inc.101$12.1K0.01%00.0%Unchanged
Kenfarb & Co.104$12.5K0.01%00.0%Unchanged
LGT Financial Advisors LLC104$12.5K0.02%+104New
First Community Trust NA111$13.3K0.02%00.0%Unchanged
Carmel Capital Partners, LLC115$13.8K0.01%+115New
Truvestments Capital LLC118$14.2K0.01%00.0%Unchanged
Focused Wealth Management, Inc119$14.3K0.00%00.0%Unchanged
New Millennium Group LLC122$14.6K0.01%+1+0.8%Added
LMR Partners LLP124$14.9K0.00%−61,396−99.8%Reduced
Householder Group Estate & Retirement Specialist, LLC125$15.0K0.01%+125New
Stephens Consulting, LLC133$16.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group136$16.4K0.01%−271−66.6%Reduced
Horizon Bancorp Inc144$17.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC148$17.8K0.01%+148New
Global Wealth Management Investment Advisory, Inc.150$18.0K0.01%00.0%Unchanged
American State Bank (Iowa)150$18.0K0.01%00.0%Unchanged
First Command Advisory Services, Inc.150$18.0K0.00%+150New
Stephenson National Bank & Trust158$19.0K0.01%+158New
Roble, Belko & Company, Inc162$19.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC159$19.1K0.02%00.0%Unchanged
Jefferies Financial Group Inc.160$19.2K0.00%−15,444−99.0%Reduced
Atticus Wealth Management, LLC160$19.2K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC160$19.2K0.00%00.0%Unchanged
Legacy Bridge, LLC161$19.3K0.01%00.0%Unchanged
Assetmark, Inc163$19.6K0.00%+101+162.9%Added
SOA Wealth Advisors, LLC.163$19.6K0.00%+1+0.6%Added
Lagoda Investment Management, L.P.170$20.4K0.01%00.0%Unchanged
Raleigh Capital Management Inc.171$20.5K0.01%00.0%Unchanged
Webster Bank, N. A.174$20.9K0.00%+104+148.6%Added
First PREMIER Bank176$21.0K0.01%00.0%Unchanged
Byrne Asset Management LLC173$21.0K0.02%00.0%Unchanged
Hallmark Capital Management Inc175$21.0K0.00%00.0%Unchanged
Arrow Financial Corp175$21.0K0.00%00.0%Unchanged
Operose Advisors LLC176$21.1K0.01%+80+83.3%Added
Heritage Wealth Advisors179$21.5K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC182$21.9K0.02%−134−42.4%Reduced
GW&K Investment Management, LLC180$22.0K0.00%+6+3.4%Added
West Branch Capital LLC184$22.0K0.01%00.0%Unchanged
Silvant Capital Management LLC186$22.3K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC186$22.3K0.01%+7+3.9%Added
Sound Income Strategies, LLC196$23.5K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC199$23.9K0.02%00.0%Unchanged
Coston, McIsaac & Partners200$24.0K0.01%00.0%Unchanged
Hoey Investments, Inc200$24.0K0.01%00.0%Unchanged
GoalVest Advisory LLC200$24.0K0.01%00.0%Unchanged
Robinswood Financial LLC200$24.0K0.01%00.0%Unchanged