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 |
|---|---|---|---|---|---|
| Cowa, LLC | 10,995 | $1.32M | 0.89% | −707−6.0% | Reduced |
| Towle & Co | 11,050 | $1.33M | 0.18% | −230−2.0% | Reduced |
| Quantinno Capital Management LP | 11,091 | $1.33M | 0.06% | +3,614+48.3% | Added |
| Diversified Trust Co | 11,095 | $1.33M | 0.05% | +1,569+16.5% | Added |
| Tiaa Trust, National Association | 11,146 | $1.34M | 0.00% | +11,146 | New |
| Boyd Watterson Asset Management LLC | 11,149 | $1.34M | 0.59% | −36−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,159 | $1.34M | 0.02% | +894+8.7% | Added |
| Armor Investment Advisors, LLC | 11,170 | $1.34M | 0.80% | +505+4.7% | Added |
| Moneta Group Investment Advisors LLC | 11,175 | $1.34M | 0.03% | +1,186+11.9% | Added |
| Ostrum Asset Management | 11,203 | $1.35M | 0.12% | +1,417+14.5% | Added |
| Regal Investment Advisors LLC | 11,240 | $1.35M | 0.12% | −9,467−45.7% | Reduced |
| Veriti Management LLC | 11,259 | $1.35M | 0.15% | +44+0.4% | Added |
| Verition Fund Management LLC | 11,268 | $1.35M | 0.02% | +11,268 | New |
| Belpointe Asset Management LLC | 11,327 | $1.36M | 0.14% | +184+1.7% | Added |
| Edgestream Partners, L.P. | 11,354 | $1.36M | 0.11% | +3,663+47.6% | Added |
| Bragg Financial Advisors, Inc | 11,483 | $1.38M | 0.07% | −187−1.6% | Reduced |
| Boston Trust Walden Corp | 11,576 | $1.39M | 0.01% | 00.0% | Unchanged |
| EHP Funds Inc. | 11,600 | $1.39M | 0.66% | −4,400−27.5% | Reduced |
| Donoghue Forlines LLC | 11,626 | $1.40M | 0.50% | +11,626 | New |
| Community Bank & Trust, Waco, Texas | 17,411 | $1.41M | 0.50% | −2,959−14.5% | Reduced |
| Guardian Wealth Management, Inc. | 11,714 | $1.41M | 1.32% | +55+0.5% | Added |
| Spire Wealth Management | 11,828 | $1.42M | 0.05% | +7,317+162.2% | Added |
| Pathway Financial Advisers, LLC | 11,902 | $1.43M | 0.59% | +11,902 | New |
| Aurora Investment Counsel | 11,921 | $1.43M | 0.95% | −1,017−7.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,930 | $1.43M | 0.03% | +491+4.3% | Added |
| Martingale Asset Management L P | 11,951 | $1.44M | 0.03% | +539+4.7% | Added |
| Massmutual Trust Co FSB | 11,998 | $1.44M | 0.05% | +322+2.8% | Added |
| SRN Advisors, LLC | 12,057 | $1.45M | 1.44% | +406+3.5% | Added |
| Atlas Private Wealth Management | 12,073 | $1.45M | 0.78% | +317+2.7% | Added |
| Squarepoint Ops LLC | 12,087 | $1.45M | 0.01% | −735,510−98.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,128 | $1.46M | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 12,141 | $1.46M | 0.86% | +108+0.9% | Added |
| Bangor Savings Bank | 12,177 | $1.46M | 0.17% | +125+1.0% | Added |
| SG Americas Securities, LLC | 12,185 | $1.46M | 0.02% | −14,038−53.5% | Reduced |
| Moors & Cabot, Inc. | 12,466 | $1.50M | 0.10% | −1,696−12.0% | Reduced |
| First National Advisers, LLC | 12,471 | $1.50M | 0.67% | +5,074+68.6% | Added |
| Marion Wealth Management | 12,491 | $1.50M | 0.53% | −19−0.2% | Reduced |
| Allworth Financial LP | 12,502 | $1.50M | 0.01% | +241+2.0% | Added |
| Exeter Financial, LLC | 12,525 | $1.50M | 0.80% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,530 | $1.51M | 0.09% | −185−1.5% | Reduced |
| Lido Advisors, LLC | 12,542 | $1.51M | 0.02% | +845+7.2% | Added |
| United Services Automobile Association | 12,576 | $1.51M | 0.04% | +1,569+14.3% | Added |
| Paradigm Asset Management Co LLC | 12,600 | $1.51M | 0.43% | −800−6.0% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.51M | 0.42% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,642 | $1.52M | 0.20% | +859+7.3% | Added |
| Estate Counselors, LLC | 12,670 | $1.52M | 0.20% | −50−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 12,723 | $1.53M | 0.14% | −268−2.1% | Reduced |
| Parallel Advisors, LLC | 12,774 | $1.53M | 0.05% | −653−4.9% | Reduced |
| Scotia Capital Inc. | 12,828 | $1.54M | 0.01% | −38,257−74.9% | Reduced |
| Centiva Capital, LP | 12,830 | $1.54M | 0.08% | +40.0% | Added |
| Credit Agricole S A | 12,955 | $1.56M | 0.05% | −43,442−77.0% | Reduced |
| Dynamic Advisor Solutions LLC | 12,991 | $1.56M | 0.07% | −4,856−27.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,050 | $1.57M | 0.05% | +9,431+260.6% | Added |
| Inscription Capital, LLC | 13,055 | $1.57M | 0.51% | −1,266−8.8% | Reduced |
| Welch & Forbes LLC | 13,074 | $1.57M | 0.03% | +25+0.2% | Added |
| Fruth Investment Management | 13,195 | $1.58M | 0.47% | −100−0.8% | Reduced |
| Redwood Investment Management, LLC | 13,265 | $1.59M | 0.14% | −4,439−25.1% | Reduced |
| Evercore Wealth Management, LLC | 13,285 | $1.60M | 0.03% | +33+0.2% | Added |
| Fortem Financial Group, LLC | 13,387 | $1.61M | 0.94% | −2,666−16.6% | Reduced |
| Twin Capital Management Inc | 13,400 | $1.61M | 0.23% | +4,294+47.2% | Added |
| STRS Ohio | 13,453 | $1.62M | 0.01% | −5,214−27.9% | Reduced |
| Retirement Investment Advisors, Inc. | 13,502 | $1.62M | 0.15% | +1,926+16.6% | Added |
| Vinva Investment Management Ltd | 13,188 | $1.63M | 0.15% | +5,281+66.8% | Added |
| Haverford Trust Co | 13,747 | $1.65M | 0.02% | −174−1.2% | Reduced |
| WCG Wealth Advisors LLC | 13,408 | $1.65M | 0.12% | +13,408 | New |
| Logan Capital Management Inc | 13,839 | $1.66M | 0.08% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 13,880 | $1.67M | 0.21% | −2,410−14.8% | Reduced |
| Sigma Planning Corp | 13,891 | $1.67M | 0.06% | +535+4.0% | Added |
| KMG Fiduciary Partners, LLC | 13,955 | $1.68M | 0.22% | −1,266−8.3% | Reduced |
| Valeo Financial Advisors, LLC | 13,970 | $1.68M | 0.08% | +1,097+8.5% | Added |
| Terry L. Blaker | 13,977 | $1.68M | 0.15% | −36−0.3% | Reduced |
| X-Square Capital, LLC | 19,556 | $1.68M | 1.13% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,056 | $1.69M | 0.05% | −418−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 14,068 | $1.69M | 0.07% | +739+5.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,084 | $1.69M | 0.08% | +1,460+11.6% | Added |
| Alberta Investment Management Corp | 14,200 | $1.71M | 0.02% | 00.0% | Unchanged |
| Retireful, LLC | 14,297 | $1.72M | 0.82% | +14,297 | New |
| First Hawaiian Bank | 14,391 | $1.73M | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,413 | $1.73M | 0.03% | +205+1.4% | Added |
| Koshinski Asset Management, Inc. | 14,461 | $1.74M | 0.20% | +128+0.9% | Added |
| Two Sigma Investments, LP | 14,500 | $1.74M | 0.00% | −91,669−86.3% | Reduced |
| Stephens Inc | 14,521 | $1.74M | 0.03% | −340−2.3% | Reduced |
| Everett Harris & Co | 14,595 | $1.75M | 0.03% | −376−2.5% | Reduced |
| Harbour Investment Management LLC | 14,611 | $1.76M | 1.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 14,667 | $1.76M | 0.29% | +293+2.0% | Added |
| Banque Cantonale Vaudoise | 14,846 | $1.78M | 0.09% | +1,644+12.5% | Added |
| Capital Advisors Inc | 14,946 | $1.80M | 0.05% | −244−1.6% | Reduced |
| Marathon Capital Management | 15,054 | $1.81M | 0.46% | −21,326−58.6% | Reduced |
| Cavalier Investments, LLC | 15,105 | $1.81M | 0.71% | +15,105 | New |
| Harvest Portfolios Group Inc. | 15,204 | $1.83M | 0.09% | −1,710−10.1% | Reduced |
| NewEdge Wealth, LLC | 15,206 | $1.83M | 0.06% | +1,785+13.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,248 | $1.83M | 0.14% | −1,224−7.4% | Reduced |
| First Manhattan Co | 15,259 | $1.83M | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,295 | $1.84M | 0.08% | −1,238−7.5% | Reduced |
| Hendley & Co Inc | 15,395 | $1.85M | 0.75% | −35−0.2% | Reduced |
| Summit Financial, LLC | 15,400 | $1.85M | 0.14% | −165−1.1% | Reduced |
| Arvest Trust Co N A | 15,413 | $1.85M | 0.12% | +1,195+8.4% | Added |
| IHT Wealth Management, LLC | 15,554 | $1.87M | 0.09% | +1,439+10.2% | Added |
| Western Wealth Management, LLC | 15,695 | $1.89M | 0.16% | +326+2.1% | Added |
| Brinker Capital Investments, LLC | 15,914 | $1.91M | 0.02% | −6,986−30.5% | Reduced |