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
- 1,663
- +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
- 564 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 7,731 | $929.0K | 0.49% | −20−0.3% | Reduced |
| Cullinan Associates Inc | 7,739 | $929.8K | 0.05% | −2,700−25.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 7,742 | $930.2K | 0.01% | −466−5.7% | Reduced |
| Peoples Bank | 7,795 | $936.6K | 0.61% | −5−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,803 | $938.0K | 0.07% | +1,086+16.2% | Added |
| Bleakley Financial Group, LLC | 7,880 | $946.8K | 0.03% | −2,085−20.9% | Reduced |
| Sawtooth Solutions, LLC | 7,880 | $946.8K | 0.03% | −2,082−20.9% | Reduced |
| Impact Partnership Wealth, LLC | 7,946 | $954.7K | 0.30% | +4,468+128.5% | Added |
| Equitable Holdings, Inc. | 7,973 | $958.0K | 0.01% | +1,012+14.5% | Added |
| Westmount Partners, LLC | 8,004 | $961.7K | 0.42% | +110+1.4% | Added |
| Longfellow Investment Management Co LLC | 8,021 | $963.7K | 0.26% | −2,623−24.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,053 | $967.6K | 0.07% | +1,055+15.1% | Added |
| Fiduciary Group LLC | 8,059 | $968.3K | 0.12% | −120−1.5% | Reduced |
| True North Advisors, LLC | 8,065 | $969.0K | 0.30% | +29+0.4% | Added |
| WESPAC Advisors, LLC | 8,072 | $969.9K | 0.73% | +98+1.2% | Added |
| Argent Trust Co | 8,139 | $977.9K | 0.05% | −121−1.5% | Reduced |
| Colony Group LLC | 8,137 | $978.0K | 0.01% | −282−3.3% | Reduced |
| Jupiter Wealth Management LLC | 8,650 | $981.3K | 0.64% | +1,000+13.1% | Added |
| Searle & Co. | 8,171 | $981.7K | 0.33% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,189 | $983.9K | 0.18% | −10−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 8,197 | $985.0K | 0.05% | −12,587−60.6% | Reduced |
| NVWM, LLC | 8,211 | $986.6K | 0.32% | +437+5.6% | Added |
| Fisher Asset Management, LLC | 8,235 | $989.5K | 0.00% | +2,461+42.6% | Added |
| Capital Advisors Wealth Management, LLC | 8,239 | $989.9K | 0.26% | −1,305−13.7% | Reduced |
| Investors Research Corp | 8,240 | $990.0K | 0.26% | −1,102−11.8% | Reduced |
| Aventail Capital Group, LP | 8,271 | $993.8K | 0.07% | +8,271 | New |
| Mutual Advisors, LLC | 8,425 | $1.01M | 0.04% | +234+2.9% | Added |
| Wealth Alliance Advisory Group, LLC | 8,471 | $1.02M | 0.30% | +200+2.4% | Added |
| Apollon Wealth Management, LLC | 8,472 | $1.02M | 0.05% | −592−6.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,512 | $1.02M | 0.39% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,568 | $1.03M | 0.01% | +8,568 | New |
| CFO4Life Group, LLC | 8,720 | $1.05M | 0.24% | −104−1.2% | Reduced |
| Cookson Peirce & Co Inc | 8,724 | $1.05M | 0.07% | +226+2.7% | Added |
| Verdence Capital Advisors LLC | 8,727 | $1.05M | 0.11% | +223+2.6% | Added |
| Columbia Trust Co 01012016 | 8,755 | $1.05M | 0.61% | +45+0.5% | Added |
| Wimmer Associates 1, LLC | 8,774 | $1.05M | 0.66% | +270+3.2% | Added |
| SeaCrest Wealth Management, LLC | 8,784 | $1.06M | 0.14% | −797−8.3% | Reduced |
| Moloney Securities Asset Management, LLC | 8,817 | $1.06M | 0.19% | +6,708+318.1% | Added |
| Forum Financial Management, LP | 8,839 | $1.06M | 0.02% | +1,285+17.0% | Added |
| Pacific Global Investment Management CO | 8,859 | $1.06M | 0.23% | +16+0.2% | Added |
| Cynosure Management, LLC | 8,882 | $1.07M | 0.33% | −2,592−22.6% | Reduced |
| Cornerstone Advisors, LLC | 8,900 | $1.07M | 0.05% | +5,800+187.1% | Added |
| Karpas Strategies, LLC | 8,903 | $1.07M | 0.39% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,919 | $1.07M | 0.19% | −456−4.9% | Reduced |
| Imprint Wealth LLC | 8,924 | $1.07M | 0.91% | +2,431+37.4% | Added |
| Bank of Hawaii | 8,943 | $1.07M | 0.06% | +440+5.2% | Added |
| Vestmark Advisory Solutions, Inc. | 8,958 | $1.08M | 0.08% | −3,642−28.9% | Reduced |
| Boston Private Wealth LLC | 9,017 | $1.08M | 0.02% | −344−3.7% | Reduced |
| Covenant Partners, LLC | 9,023 | $1.08M | 0.39% | −1,508−14.3% | Reduced |
| Cannell Peter B & Co Inc | 9,055 | $1.09M | 0.04% | −650−6.7% | Reduced |
| First National Trust Co | 9,065 | $1.09M | 0.05% | −365−3.9% | Reduced |
| Greylin Investment Mangement Inc | 9,071 | $1.09M | 0.20% | −1,881−17.2% | Reduced |
| Delta Financial Advisors LLC | 9,083 | $1.09M | 0.49% | +20.0% | Added |
| Basepoint Wealth LLC | 9,090 | $1.09M | 0.89% | −596−6.2% | Reduced |
| Guyasuta Investment Advisors Inc | 9,096 | $1.09M | 0.08% | +33+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 9,109 | $1.09M | 0.30% | −377−4.0% | Reduced |
| Patten Group, Inc. | 9,127 | $1.10M | 0.33% | −205−2.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 9,135 | $1.10M | 0.26% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 9,218 | $1.11M | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,242 | $1.11M | 0.13% | −106−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 9,283 | $1.11M | 0.02% | +1,960+26.8% | Added |
| Connecticut Wealth Management, LLC | 9,398 | $1.13M | 0.08% | +282+3.1% | Added |
| Strategic Advisors LLC | 9,409 | $1.13M | 0.22% | −1,247−11.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,429 | $1.13M | 0.09% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 9,457 | $1.14M | 0.48% | +2,970+45.8% | Added |
| J. W. Coons Advisors, LLC | 9,478 | $1.14M | 0.33% | −1,250−11.7% | Reduced |
| Signaturefd, LLC | 9,487 | $1.14M | 0.03% | +402+4.4% | Added |
| Moody National Bank Trust Division | 9,625 | $1.16M | 0.07% | −141−1.4% | Reduced |
| XTX Topco Ltd | 9,643 | $1.16M | 0.20% | +9,643 | New |
| Pine Valley Investments Ltd Liability Co | 9,644 | $1.16M | 0.11% | +3,595+59.4% | Added |
| TCG Advisory Services, LLC | 9,811 | $1.18M | 0.18% | −1,688−14.7% | Reduced |
| Rowland & Co Investment Counsel | 9,846 | $1.18M | 0.29% | +700+7.7% | Added |
| Greenleaf Trust | 9,849 | $1.18M | 0.01% | +817+9.0% | Added |
| Eisler Capital (UK) Ltd. | 9,862 | $1.18M | 0.05% | −89,319−90.1% | Reduced |
| Axq Capital, LP | 9,900 | $1.19M | 0.42% | +9,900 | New |
| Mountain Capital Investment Advisors, Inc | 10,532 | $1.19M | 0.45% | −9,486−47.4% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.20M | 1.11% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 10,000 | $1.20M | 0.22% | +3,147+45.9% | Added |
| Integrated Wealth Concepts LLC | 10,005 | $1.20M | 0.02% | −3,497−25.9% | Reduced |
| Csenge Advisory Group | 10,099 | $1.21M | 0.08% | −5,431−35.0% | Reduced |
| Stevens Capital Management LP | 10,122 | $1.22M | 0.35% | +738+7.9% | Added |
| Lee Danner & Bass Inc | 10,346 | $1.24M | 0.11% | −270−2.5% | Reduced |
| Wealthspire Advisors, LLC | 10,346 | $1.24M | 0.02% | +8,229+388.7% | Added |
| Financial Advocates Investment Management | 10,368 | $1.25M | 0.09% | +53+0.5% | Added |
| Savant Capital, LLC | 10,377 | $1.25M | 0.02% | +223+2.2% | Added |
| South State Corp. | 10,480 | $1.26M | 0.12% | +131+1.3% | Added |
| Pavion Blue Capital, LLC | 10,525 | $1.26M | 0.77% | +10.0% | Added |
| Ieq Capital, LLC | 10,537 | $1.27M | 0.03% | +530+5.3% | Added |
| Erste Asset Management GmbH | 10,300 | $1.27M | 0.02% | +10,300 | New |
| Adirondack Trust Co | 10,592 | $1.27M | 0.64% | −12−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 10,647 | $1.28M | 0.59% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,726 | $1.29M | 0.13% | +2,903+37.1% | Added |
| Islay Capital Management, LLC | 10,781 | $1.30M | 1.12% | +4,182+63.4% | Added |
| RFG Advisory, LLC | 10,803 | $1.30M | 0.06% | −484−4.3% | Reduced |
| BBR Partners, LLC | 10,815 | $1.30M | 0.15% | +30+0.3% | Added |
| Barry Investment Advisors, LLC | 10,822 | $1.30M | 0.47% | −184−1.7% | Reduced |
| Fairfield, Bush & Co. | 10,829 | $1.30M | 0.85% | −1,098−9.2% | Reduced |
| Resources Management Corp | 10,855 | $1.30M | 0.21% | +20+0.2% | Added |
| Tower Bridge Advisors | 10,912 | $1.31M | 0.12% | −100−0.9% | Reduced |
| Veracity Capital LLC | 10,948 | $1.32M | 0.61% | −1,799−14.1% | Reduced |