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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 38,605 | $4.64M | 0.31% | −3,795−9.0% | Reduced |
| Shorepoint Capital Partners LLC | 38,802 | $4.66M | 1.37% | −171−0.4% | Reduced |
| Mackenzie Financial Corp | 40,454 | $4.68M | 0.01% | +810+2.0% | Added |
| Gotham Asset Management, LLC | 39,518 | $4.75M | 0.10% | −1,177−2.9% | Reduced |
| Beacon Financial Group | 42,165 | $4.81M | 0.68% | −1,912−4.3% | Reduced |
| Huntington National Bank | 40,077 | $4.82M | 0.05% | −775−1.9% | Reduced |
| Coldstream Capital Management Inc | 40,163 | $4.83M | 0.16% | +388+1.0% | Added |
| HM Payson & Co | 40,295 | $4.84M | 0.11% | +205+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,401 | $4.85M | 0.08% | +127+0.3% | Added |
| Cary Street Partners Asset Management LLC | 40,516 | $4.87M | 0.91% | −985−2.4% | Reduced |
| Meyer Handelman Co | 40,772 | $4.90M | 0.20% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 41,017 | $4.93M | 0.50% | +5,897+16.8% | Added |
| Cresset Asset Management, LLC | 41,370 | $4.97M | 0.03% | −9,277−18.3% | Reduced |
| Texas Yale Capital Corp. | 41,613 | $5.00M | 0.23% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 41,708 | $5.01M | 0.05% | +139+0.3% | Added |
| Private Advisor Group, LLC | 42,013 | $5.05M | 0.05% | +614+1.5% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.06M | 1.98% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 42,300 | $5.08M | 0.80% | +8,300+24.4% | Added |
| Canal Insurance CO | 42,500 | $5.11M | 1.47% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 42,501 | $5.11M | 0.14% | −656−1.5% | Reduced |
| Umb Bank N A | 42,750 | $5.14M | 0.08% | +278+0.7% | Added |
| First National Bank of Omaha | 43,230 | $5.19M | 0.34% | −5,755−11.7% | Reduced |
| King Luther Capital Management Corp | 43,429 | $5.22M | 0.03% | −842−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 43,465 | $5.22M | 0.15% | −5,358−11.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 44,352 | $5.33M | 0.08% | −2,663−5.7% | Reduced |
| Colonial Trust Advisors | 44,658 | $5.37M | 0.61% | +633+1.4% | Added |
| Mirador Capital Partners LP | 44,697 | $5.37M | 1.22% | +563+1.3% | Added |
| Stolper Co | 44,816 | $5.38M | 2.33% | +151+0.3% | Added |
| Arkadios Wealth Advisors | 44,889 | $5.39M | 0.51% | +10,266+29.7% | Added |
| Telos Capital Management, Inc. | 44,915 | $5.40M | 0.75% | +267+0.6% | Added |
| Tocqueville Asset Management L.P. | 45,994 | $5.53M | 0.10% | −5,515−10.7% | Reduced |
| Avantax Advisory Services, Inc. | 46,040 | $5.53M | 0.06% | −1,367−2.9% | Reduced |
| Country Club Bank | 44,923 | $5.54M | 0.45% | −1,316−2.8% | Reduced |
| Opus Investment Management Inc | 46,200 | $5.55M | 3.42% | −23,889−34.1% | Reduced |
| Berger Financial Group, Inc | 46,432 | $5.58M | 0.64% | −114−0.2% | Reduced |
| Rothschild Investment Corp | 47,038 | $5.65M | 0.48% | +62+0.1% | Added |
| Beacon Pointe Advisors, LLC | 47,273 | $5.68M | 0.07% | +23,824+101.6% | Added |
| Bridgeway Capital Management, LLC | 47,293 | $5.68M | 0.14% | −1,100−2.3% | Reduced |
| NewSquare Capital LLC | 48,113 | $5.70M | 0.60% | +519+1.1% | Added |
| Wealthfront Advisers LLC | 47,771 | $5.74M | 0.02% | +155+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 47,872 | $5.75M | 0.09% | +4,065+9.3% | Added |
| Atria Investments LLC | 48,358 | $5.81M | 0.10% | −2,742−5.4% | Reduced |
| Rodgers Brothers Inc. | 48,738 | $5.86M | 1.00% | +1,820+3.9% | Added |
| South Dakota Investment Council | 48,761 | $5.86M | 0.13% | −52,308−51.8% | Reduced |
| Level Four Advisory Services, LLC | 48,825 | $5.87M | 0.38% | +5,074+11.6% | Added |
| RBF Capital, LLC | 50,000 | $6.01M | 0.40% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50,234 | $6.04M | 0.62% | −3,031−5.7% | Reduced |
| Salem Investment Counselors Inc | 50,573 | $6.08M | 0.23% | +675+1.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 51,342 | $6.17M | 1.45% | −638−1.2% | Reduced |
| Disciplined Investments, LLC | 51,878 | $6.23M | 3.79% | +6,003+13.1% | Added |
| Cary Street Partner Investment Advisory LLC | 52,008 | $6.25M | 0.34% | +39,504+315.9% | Added |
| Wintrust Investments LLC | 52,153 | $6.27M | 0.66% | −5,007−8.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 52,178 | $6.27M | 0.04% | −400−0.8% | Reduced |
| Leavell Investment Management, Inc. | 52,184 | $6.27M | 0.44% | +3,925+8.1% | Added |
| Kesler, Norman & Wride, LLC | 52,596 | $6.32M | 1.59% | +1,399+2.7% | Added |
| Kornitzer Capital Management Inc | 52,838 | $6.35M | 0.13% | −328−0.6% | Reduced |
| Nissay Asset Management Corp | 53,158 | $6.39M | 0.06% | +1,582+3.1% | Added |
| Park Avenue Securities LLC | 53,543 | $6.43M | 0.10% | +172+0.3% | Added |
| Advisors Capital Management, LLC | 53,539 | $6.43M | 0.16% | +3,309+6.6% | Added |
| Brick & Kyle, Associates | 53,574 | $6.44M | 3.42% | −79−0.1% | Reduced |
| Wesbanco Bank Inc | 53,638 | $6.44M | 0.28% | −1,705−3.1% | Reduced |
| Commerce Bank | 53,666 | $6.45M | 0.05% | −1,316−2.4% | Reduced |
| Buckingham Capital Management, Inc. | 53,938 | $6.48M | 0.99% | −605−1.1% | Reduced |
| Nkcfo LLC | 54,500 | $6.55M | 3.63% | 00.0% | Unchanged |
| USS Investment Management Ltd | 55,100 | $6.62M | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 55,167 | $6.63M | 0.95% | −10,344−15.8% | Reduced |
| Dakota Wealth Management | 55,735 | $6.70M | 0.30% | +9,348+20.2% | Added |
| PGGM Investments | 55,769 | $6.70M | 0.12% | −2,477−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,931 | $6.72M | 0.02% | −6,350−10.2% | Reduced |
| Brown Advisory Inc | 56,217 | $6.75M | 0.01% | +2,939+5.5% | Added |
| Meeder Asset Management Inc | 56,968 | $6.84M | 0.54% | +22,184+63.8% | Added |
| Oppenheimer & Co Inc | 56,985 | $6.85M | 0.14% | −4,044−6.6% | Reduced |
| CIBC Private Wealth Group, LLC | 56,986 | $6.85M | 0.02% | −1,441−2.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 57,334 | $6.89M | 0.72% | +3,189+5.9% | Added |
| First American Trust, FSB | 58,129 | $6.98M | 0.99% | −3,639−5.9% | Reduced |
| Geneos Wealth Management Inc. | 58,832 | $7.07M | 0.36% | +835+1.4% | Added |
| Verity & Verity, LLC | 59,208 | $7.11M | 0.89% | +59,208 | New |
| Montgomery Investment Management Inc | 60,692 | $7.29M | 2.51% | −350−0.6% | Reduced |
| Engineers Gate Manager LP | 61,024 | $7.33M | 0.27% | +4,365+7.7% | Added |
| Congress Wealth Management LLC | 61,729 | $7.42M | 0.15% | +225+0.4% | Added |
| Mutual of America Capital Management LLC | 62,356 | $7.49M | 0.09% | −3,676−5.6% | Reduced |
| Alley Investment Management Company, LLC | 63,012 | $7.57M | 1.28% | +721+1.2% | Added |
| Venture Visionary Partners LLC | 64,427 | $7.74M | 0.47% | −9,731−13.1% | Reduced |
| Kestra Advisory Services, LLC | 64,788 | $7.78M | 0.08% | −15,509−19.3% | Reduced |
| Cypress Capital Group | 65,053 | $7.82M | 1.13% | +730+1.1% | Added |
| Advisory Services Network, LLC | 65,528 | $7.87M | 0.21% | +7,181+12.3% | Added |
| New York Life Investment Management LLC | 65,986 | $7.93M | 0.09% | −861−1.3% | Reduced |
| AE Wealth Management LLC | 66,037 | $7.93M | 0.05% | +9,115+16.0% | Added |
| Bryn Mawr Trust Co | 66,140 | $7.95M | 0.35% | −3,262−4.7% | Reduced |
| Foundation Resource Management Inc | 66,680 | $8.01M | 1.33% | −1,325−1.9% | Reduced |
| D.A. Davidson & Co. | 66,959 | $8.05M | 0.09% | −2,505−3.6% | Reduced |
| Cetera Advisor Networks LLC | 67,295 | $8.09M | 0.05% | +6,607+10.9% | Added |
| Janus Henderson Group PLC | 67,768 | $8.14M | 0.01% | +664+1.0% | Added |
| Simmons Bank | 67,830 | $8.15M | 0.72% | +3,162+4.9% | Added |
| AXA S.A. | 68,110 | $8.18M | 0.03% | −3,088−4.3% | Reduced |
| Osborne Partners Capital Management, LLC | 69,125 | $8.31M | 0.61% | −192−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 69,500 | $8.35M | 0.58% | +6,512+10.3% | Added |
| Visionary Wealth Advisors | 69,984 | $8.41M | 0.68% | −3,176−4.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $8.56M | 0.13% | −4,344−5.7% | Reduced |
| Fort Point Capital Partners LLC | 71,614 | $8.60M | 1.40% | +50.0% | Added |