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.
| 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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 210 | $25.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $25.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 215 | $25.8K | 0.00% | −5−2.3% | Reduced |
| Founders Capital Management | 215 | $25.8K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 219 | $26.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $27.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 230 | $27.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 290 | $27.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $30.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 255 | $30.6K | 0.01% | −223−46.7% | Reduced |
| Desjardins Global Asset Management Inc. | 257 | $30.9K | 0.00% | −4,001−94.0% | Reduced |
| CNB Bank | 257 | $30.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 263 | $31.5K | 0.01% | +151+134.8% | Added |
| SJS Investment Consulting Inc. | 263 | $31.6K | 0.01% | +16+6.5% | Added |
| Brown, Lisle/Cummings, Inc. | 275 | $33.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 324 | $35.5K | 0.02% | +75+30.1% | Added |
| Rocky Mountain Advisers, LLC | 299 | $35.9K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $36.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $36.3K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 306 | $36.8K | 0.01% | +138+82.1% | Added |
| New England Capital Financial Advisors LLC | 313 | $37.6K | 0.03% | +1+0.3% | Added |
| Tradewinds Capital Management, LLC | 316 | $38.0K | 0.01% | +2+0.6% | Added |
| Core Alternative Capital | 317 | $38.1K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 319 | $38.3K | 0.04% | 00.0% | Unchanged |
| Team Financial Group, LLC | 326 | $39.2K | 0.03% | +326 | New |
| First Financial Corp | 345 | $41.5K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 350 | $42.1K | 0.02% | +350 | New |
| Norwood Financial Corp | 355 | $42.7K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 359 | $43.0K | 0.02% | +11+3.2% | Added |
| Cassady Schiller Wealth Management, LLC | 363 | $43.6K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 376 | $45.1K | 0.01% | +8+2.2% | Added |
| PrairieView Partners, LLC | 383 | $46.0K | 0.01% | −13−3.3% | Reduced |
| Evolution Advisers, Inc. | 383 | $46.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 397 | $47.7K | 0.02% | +14+3.7% | Added |
| Headinvest, LLC | 425 | $50.6K | 0.01% | +425 | New |
| DB Wealth Management Group, LLC | 435 | $52.3K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 445 | $53.0K | 0.02% | −25−5.3% | Reduced |
| Rational Advisors LLC | 461 | $55.4K | 0.01% | +461 | New |
| Private Ocean, LLC | 465 | $55.9K | 0.01% | +150+47.6% | Added |
| DecisionPoint Financial, LLC | 500 | $60.1K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 511 | $61.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 517 | $62.1K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 524 | $63.0K | 0.04% | +4+0.8% | Added |
| Tyler-Stone Wealth Management | 538 | $65.0K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 541 | $65.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 564 | $67.9K | 0.01% | +5+0.9% | Added |
| Lee Financial Co | 565 | $67.9K | 0.01% | +66+13.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $69.0K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 573 | $69.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 579 | $69.6K | 0.06% | −456−44.1% | Reduced |
| Itau Unibanco Holding S.A. | 597 | $71.7K | 0.00% | +181+43.5% | Added |
| Legend Financial Advisors, Inc. | 601 | $72.2K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 603 | $72.5K | 0.01% | −11−1.8% | Reduced |
| Spotlight Asset Group, Inc. | 605 | $72.7K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 608 | $73.1K | 0.00% | −1,708−73.7% | Reduced |
| Salomon & Ludwin, LLC | 623 | $74.9K | 0.01% | +623 | New |
| Loomis Sayles & Co L P | 634 | $76.0K | 0.00% | +64+11.2% | Added |
| Mendota Financial Group, LLC | 640 | $76.9K | 0.08% | −65−9.2% | Reduced |
| Prestige Wealth Management Group LLC | 643 | $77.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 644 | $77.4K | 0.01% | −81−11.2% | Reduced |
| Pin Oak Investment Advisors Inc | 669 | $80.0K | 0.09% | 00.0% | Unchanged |
| RFP Financial Group LLC | 666 | $80.0K | 0.04% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 673 | $80.8K | 0.06% | +4+0.6% | Added |
| Virtus Investment Advisers, Inc. | 675 | $81.1K | 0.06% | +675 | New |
| Toth Financial Advisory Corp | 682 | $81.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 684 | $82.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 702 | $84.3K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 711 | $85.4K | 0.07% | −11−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 717 | $86.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 717 | $86.2K | 0.00% | +34+5.0% | Added |
| Godsey & Gibb Associates | 722 | $86.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 723 | $86.8K | 0.02% | −6,295−89.7% | Reduced |
| Gleason Group, Inc. | 723 | $86.9K | 0.02% | +7+1.0% | Added |
| Dakota Community Bank & Trust NA | 728 | $87.5K | 0.56% | 00.0% | Unchanged |
| Glassman Wealth Services | 736 | $88.4K | 0.01% | −10−1.3% | Reduced |
| First Personal Financial Services | 738 | $88.7K | 0.02% | +738 | New |
| General Partner, Inc. | 740 | $88.9K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 739 | $89.0K | 0.02% | +65+9.6% | Added |
| Missouri Trust & Investment Co | 749 | $90.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 753 | $90.5K | 0.01% | +17+2.3% | Added |
| JFS Wealth Advisors, LLC | 781 | $93.9K | 0.01% | +62+8.6% | Added |
| State of Wyoming | 782 | $94.0K | 0.02% | −724−48.1% | Reduced |
| Versant Capital Management, Inc | 785 | $94.3K | 0.03% | −4−0.5% | Reduced |
| First Horizon Advisors, Inc. | 788 | $94.7K | 0.00% | −228−22.4% | Reduced |
| Oakworth Capital, Inc. | 797 | $95.8K | 0.01% | −10−1.2% | Reduced |
| McClarren Financial Advisors, Inc. | 819 | $98.0K | 0.09% | +4+0.5% | Added |
| City State Bank | 831 | $100.0K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 833 | $100.0K | 0.04% | −30−3.5% | Reduced |
| Motco | 834 | $100.2K | 0.01% | −19−2.2% | Reduced |
| Optimum Investment Advisors | 838 | $100.7K | 0.05% | 00.0% | Unchanged |
| Ossiam | 848 | $101.9K | 0.00% | +848 | New |
| Stonebridge Capital Advisors LLC | 885 | $106.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 888 | $106.7K | 0.03% | −42−4.5% | Reduced |
| Clear Street Markets LLC | 900 | $108.0K | 0.08% | +300+50.0% | Added |
| Evermay Wealth Management LLC | 900 | $108.1K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 900 | $108.1K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $115.3K | 0.07% | +100+11.6% | Added |
| Global Trust Asset Management, LLC | 964 | $115.8K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 982 | $117.0K | 0.03% | −441−31.0% | Reduced |
| Global Financial Private Client, LLC | 987 | $117.5K | 0.06% | 00.0% | Unchanged |