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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 23,890 | $2.87M | 0.37% | +23,890 | New |
| Davenport & Co LLC | 24,030 | $2.89M | 0.02% | −1,768−6.9% | Reduced |
| Prudential PLC | 24,156 | $2.90M | 0.03% | −16,754−41.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,180 | $2.91M | 1.32% | −194−0.8% | Reduced |
| CIBC World Markets Corp | 24,577 | $2.95M | 0.03% | −29,205−54.3% | Reduced |
| Ziegler Capital Management, LLC | 24,637 | $2.96M | 0.12% | −6,574−21.1% | Reduced |
| German American Bancorp, Inc. | 24,637 | $2.96M | 0.43% | +430+1.8% | Added |
| Prospera Financial Services Inc | 24,734 | $2.98M | 0.12% | −2,869−10.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 25,200 | $3.03M | 0.58% | +6,400+34.0% | Added |
| GPS Wealth Strategies Group, LLC | 25,230 | $3.03M | 0.58% | +14+0.1% | Added |
| Garrison Asset Management, LLC | 25,438 | $3.06M | 1.87% | −181−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 25,535 | $3.07M | 0.79% | −36−0.1% | Reduced |
| CFM Wealth Partners LLC | 25,562 | $3.07M | 0.80% | −1,838−6.7% | Reduced |
| River Wealth Advisors LLC | 26,105 | $3.14M | 0.56% | −1,415−5.1% | Reduced |
| Stock Yards Bank & Trust Co | 26,179 | $3.15M | 0.12% | −393−1.5% | Reduced |
| Principle Wealth Partners LLC | 26,240 | $3.15M | 0.32% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 26,276 | $3.16M | 0.08% | −649−2.4% | Reduced |
| Ontario Teachers Pension Plan Board | 26,293 | $3.16M | 0.03% | +2,771+11.8% | Added |
| Herold Advisors, Inc. | 26,397 | $3.17M | 0.96% | +2,468+10.3% | Added |
| LexAurum Advisors, LLC | 26,685 | $3.21M | 0.94% | +375+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 26,793 | $3.22M | 0.12% | +3,561+15.3% | Added |
| Profund Advisors LLC | 26,979 | $3.24M | 0.18% | −2,054−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 27,135 | $3.26M | 0.10% | +21,355+369.5% | Added |
| Wisconsin Capital Management LLC | 27,295 | $3.28M | 2.17% | +875+3.3% | Added |
| Vestcor Inc | 27,517 | $3.31M | 0.12% | −3,580−11.5% | Reduced |
| Louisiana State Employees Retirement System | 27,600 | $3.32M | 0.08% | −800−2.8% | Reduced |
| Mount Lucas Management LP | 27,629 | $3.32M | 1.26% | −1,342−4.6% | Reduced |
| Fundamentun, LLC | 27,641 | $3.32M | 0.50% | +933+3.5% | Added |
| Parsons Capital Management Inc | 27,852 | $3.35M | 0.26% | −505−1.8% | Reduced |
| Van Eck Associates Corp | 27,881 | $3.35M | 0.01% | −4,414−13.7% | Reduced |
| TD Private Client Wealth LLC | 28,031 | $3.37M | 0.15% | +297+1.1% | Added |
| SWS Partners | 28,111 | $3.38M | 1.25% | −3,052−9.8% | Reduced |
| Baxter Bros Inc | 28,438 | $3.42M | 0.52% | +253+0.9% | Added |
| Central Trust Co | 28,570 | $3.43M | 0.10% | −176−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 28,936 | $3.48M | 1.54% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 28,942 | $3.48M | 0.04% | +303+1.1% | Added |
| Candriam Luxembourg S.C.A. | 28,984 | $3.48M | 0.03% | +3,343+13.0% | Added |
| Pinkerton Retirement Specialists, LLC | 29,062 | $3.49M | 0.76% | −577−1.9% | Reduced |
| BNC Wealth Management, LLC | 29,137 | $3.50M | 1.88% | +136+0.5% | Added |
| Ellerson Group Inc | 29,152 | $3.50M | 3.26% | +197+0.7% | Added |
| JustInvest LLC | 29,267 | $3.52M | 0.11% | +2,175+8.0% | Added |
| Resources Investment Advisors, LLC. | 29,328 | $3.52M | 0.08% | +1,099+3.9% | Added |
| 1832 Asset Management L.P. | 29,405 | $3.53M | 0.01% | −6,653−18.5% | Reduced |
| Cetera Advisors LLC | 29,435 | $3.54M | 0.06% | +5,983+25.5% | Added |
| Procyon Private Wealth Partners, LLC | 29,752 | $3.57M | 0.37% | −88−0.3% | Reduced |
| Citizens National Bank Trust Department | 29,994 | $3.60M | 0.99% | −491−1.6% | Reduced |
| Johnson Investment Counsel Inc | 30,018 | $3.61M | 0.05% | +1,132+3.9% | Added |
| Hartford Investment Management Co | 30,340 | $3.65M | 0.15% | −1,830−5.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,653 | $3.68M | 1.14% | −1,500−4.7% | Reduced |
| Independent Advisor Alliance | 30,753 | $3.70M | 0.17% | +12,877+72.0% | Added |
| Heritage Trust Co | 30,931 | $3.72M | 0.58% | −1,490−4.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 31,379 | $3.77M | 2.55% | −642−2.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,367 | $3.77M | 0.05% | +4,403+16.3% | Added |
| Ashton Thomas Private Wealth, LLC | 31,472 | $3.78M | 0.28% | +5,831+22.7% | Added |
| Northwestern Mutual Wealth Management Co | 31,717 | $3.81M | 0.00% | −1,242−3.8% | Reduced |
| Exencial Wealth Advisors, LLC | 31,860 | $3.83M | 0.19% | −192−0.6% | Reduced |
| Securian Asset Management, Inc | 31,954 | $3.84M | 0.11% | −5,479−14.6% | Reduced |
| Tweedy, Browne Co LLC | 32,006 | $3.85M | 0.21% | −265−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 32,497 | $3.90M | 0.16% | −3,948−10.8% | Reduced |
| TownSquare Capital, LLC | 32,678 | $3.93M | 0.07% | +1,494+4.8% | Added |
| Meitav Dash Investments Ltd | 30,908 | $3.93M | 0.06% | −19,068−38.2% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $3.99M | 0.25% | 00.0% | Unchanged |
| McDonald Partners LLC | 33,263 | $4.00M | 1.30% | +279+0.8% | Added |
| Colonial Trust Co | 33,474 | $4.02M | 0.99% | +330+1.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,482 | $4.02M | 0.53% | +33,482 | New |
| First American Bank | 33,520 | $4.03M | 0.36% | −631−1.8% | Reduced |
| Pathstone Family Office, LLC | 33,954 | $4.08M | 0.03% | +21,617+175.2% | Added |
| Swiss Life Asset Management Ltd | 34,080 | $4.09M | 0.06% | +1,294+3.9% | Added |
| Kentucky Retirement Systems | 34,152 | $4.10M | 0.14% | −2,742−7.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 34,256 | $4.12M | 0.10% | +17,050+99.1% | Added |
| Burney Co | 34,367 | $4.13M | 0.19% | +12,853+59.7% | Added |
| Oregon Public Employees Retirement Fund | 34,459 | $4.14M | 0.06% | −1,259−3.5% | Reduced |
| TD Waterhouse Canada Inc. | 34,875 | $4.18M | 0.04% | +25,097+256.7% | Added |
| Pinnacle Associates Ltd | 35,025 | $4.21M | 0.08% | +83+0.2% | Added |
| Fifth Third Bancorp | 35,050 | $4.21M | 0.02% | +4,016+12.9% | Added |
| Maryland State Retirement & Pension System | 35,192 | $4.23M | 0.10% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 35,263 | $4.24M | 1.78% | +147+0.4% | Added |
| Trexquant Investment LP | 35,356 | $4.25M | 0.11% | −112,994−76.2% | Reduced |
| Mattern Wealth Management LLC | 35,374 | $4.25M | 1.25% | +710+2.0% | Added |
| Chatham Capital Group, Inc. | 35,600 | $4.28M | 0.95% | −2,615−6.8% | Reduced |
| Cetera Investment Advisers | 35,700 | $4.29M | 0.04% | +140+0.4% | Added |
| Atria Wealth Solutions, Inc. | 35,930 | $4.32M | 0.06% | +941+2.7% | Added |
| Viking Fund Management LLC | 36,000 | $4.33M | 0.87% | −45,000−55.6% | Reduced |
| Invesco, LLC | 36,195 | $4.35M | 2.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 36,313 | $4.36M | 0.02% | −3,493−8.8% | Reduced |
| Alpha Omega Wealth Management LLC | 36,521 | $4.39M | 0.76% | −878−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,617 | $4.40M | 0.05% | −4,784−11.6% | Reduced |
| Pearl River Capital, LLC | 36,784 | $4.42M | 0.69% | +34,180+1,312.6% | Added |
| Farmers & Merchants Investments Inc | 36,832 | $4.43M | 0.17% | +300+0.8% | Added |
| United Capital Financial Advisers, LLC | 37,339 | $4.49M | 0.03% | −5,976−13.8% | Reduced |
| Alta Capital Management LLC | 37,633 | $4.52M | 0.33% | −419−1.1% | Reduced |
| Brady Family Wealth, LLC | 37,647 | $4.52M | 1.75% | +795+2.2% | Added |
| Altrius Capital Management Inc | 37,664 | $4.53M | 1.34% | −258−0.7% | Reduced |
| Intact Investment Management Inc. | 37,700 | $4.53M | 0.20% | −1,800−4.6% | Reduced |
| Kingsview Wealth Management, LLC | 37,772 | $4.54M | 0.16% | +4,674+14.1% | Added |
| AMJ Financial Wealth Management | 37,926 | $4.56M | 2.10% | +37,926 | New |
| Daiwa Securities Group Inc. | 38,065 | $4.57M | 0.03% | +1,954+5.4% | Added |
| National Asset Management, Inc. | 38,175 | $4.59M | 0.12% | +1,552+4.2% | Added |
| Elo Mutual Pension Insurance Co | 38,490 | $4.63M | 0.14% | +560+1.5% | Added |
| Toroso Investments, LLC | 38,604 | $4.64M | 0.14% | −2,745−6.6% | Reduced |