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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 989 | $118.8K | 0.01% | −40−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 999 | $120.0K | 0.01% | −3,228−76.4% | Reduced |
| Mechanics Financial Corp | 1,000 | $120.2K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,007 | $121.0K | 0.01% | −300−23.0% | Reduced |
| Chiron Investment Management, LLC | 1,026 | $123.3K | 0.05% | +1,026 | New |
| Creative Financial Designs Inc | 1,028 | $123.6K | 0.01% | +349+51.4% | Added |
| Armstrong Advisory Group, Inc | 1,032 | $124.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,038 | $124.7K | 0.03% | +115+12.5% | Added |
| Hantz Financial Services, Inc. | 1,042 | $125.0K | 0.00% | +20+2.0% | Added |
| Pittenger & Anderson Inc | 1,052 | $126.4K | 0.01% | −36−3.3% | Reduced |
| RVW Wealth, LLC | 1,074 | $129.0K | 0.02% | +1,074 | New |
| Register Financial Advisors LLC | 1,083 | $130.1K | 0.10% | +12+1.1% | Added |
| Riverview Trust Co | 1,119 | $134.4K | 0.12% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,122 | $134.8K | 0.09% | −900−44.5% | Reduced |
| Centennial Bank | 1,194 | $143.5K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,212 | $145.6K | 0.03% | +97+8.7% | Added |
| Covestor Ltd | 1,232 | $148.0K | 0.11% | −88−6.7% | Reduced |
| Steward Financial Group LLC | 1,235 | $148.0K | 0.05% | −14−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,305 | $148.9K | 0.04% | −114−8.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,241 | $149.0K | 0.02% | +1+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 1,245 | $149.6K | 0.03% | +1,245 | New |
| Sittner & Nelson, LLC | 1,249 | $150.1K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,270 | $153.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $153.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,280 | $153.8K | 0.13% | +1,280 | New |
| JNBA Financial Advisors | 1,295 | $155.6K | 0.02% | −60−4.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,312 | $157.6K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,318 | $158.4K | 0.07% | +332+33.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $163.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,374 | $165.1K | 0.03% | +30+2.2% | Added |
| Alta Advisers Ltd | 1,400 | $168.2K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,406 | $168.9K | 0.08% | +251+21.7% | Added |
| Compagnie Lombard Odier SCmA | 1,413 | $169.8K | 0.00% | −2,000−58.6% | Reduced |
| Manchester Capital Management LLC | 1,417 | $170.3K | 0.03% | +13+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,421 | $171.0K | 0.02% | −501−26.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,459 | $175.3K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,500 | $180.2K | 0.05% | +186+14.2% | Added |
| Tompkins Financial Corp | 1,544 | $185.5K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,550 | $186.3K | 0.10% | −14−0.9% | Reduced |
| Highlander Capital Management, LLC | 1,560 | $187.0K | 0.07% | +569+57.4% | Added |
| Westside Investment Management, Inc. | 1,571 | $188.8K | 0.05% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,576 | $189.4K | 0.08% | +328+26.3% | Added |
| Arlington Trust Co LLC | 1,576 | $189.4K | 0.08% | +1,576 | New |
| Compass Wealth Management LLC | 1,591 | $191.2K | 0.06% | +112+7.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,601 | $192.4K | 0.00% | +100+6.7% | Added |
| Contravisory Investment Management, Inc. | 1,626 | $195.4K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,640 | $197.0K | 0.06% | +1,640 | New |
| Vestor Capital, LLC | 1,647 | $198.0K | 0.02% | −62−3.6% | Reduced |
| Greenwood Gearhart Inc | 1,665 | $200.1K | 0.02% | +1,665 | New |
| Cahill Financial Advisors Inc | 1,667 | $200.3K | 0.03% | +1,667 | New |
| Beese Fulmer Investment Management, Inc. | 1,668 | $200.4K | 0.02% | +1,668 | New |
| Prio Wealth Limited Partnership | 1,668 | $200.4K | 0.01% | +1,668 | New |
| Aspire Private Capital, LLC | 1,669 | $200.5K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,670 | $200.7K | 0.02% | +1,670 | New |
| Keel Point, LLC | 1,671 | $200.8K | 0.03% | +1,671 | New |
| Little House Capital LLC | 1,676 | $201.4K | 0.08% | +1,676 | New |
| Reuter James Wealth Management, LLC | 1,677 | $201.5K | 0.15% | +1,677 | New |
| Patton Albertson Miller Group, LLC | 1,680 | $201.9K | 0.04% | +1,680 | New |
| Per Stirling Capital Management, LLC. | 1,684 | $202.3K | 0.04% | +1,684 | New |
| Heritage Wealth Management, Inc./Texas | 1,700 | $204.2K | 0.19% | +1,700 | New |
| Winton Group Ltd | 1,704 | $204.7K | 0.02% | +1,704 | New |
| Harrell Investment Partners, LLC | 1,729 | $205.8K | 0.07% | +1,729 | New |
| Curi Capital | 1,720 | $206.7K | 0.03% | +1,720 | New |
| NovaPoint Capital, LLC | 1,721 | $206.8K | 0.08% | +1,721 | New |
| Sunbelt Securities, Inc. | 1,725 | $207.3K | 0.03% | +109+6.7% | Added |
| Exchange Traded Concepts, LLC | 1,727 | $207.5K | 0.01% | +1,683+3,825.0% | Added |
| MidWestOne Financial Group, Inc. | 1,739 | $208.9K | 0.05% | +1,739 | New |
| Bank of New Hampshire | 1,742 | $209.3K | 0.06% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,748 | $210.0K | 0.19% | +1,748 | New |
| Crestmont Private Wealth LLC | 1,749 | $210.1K | 0.13% | +1,749 | New |
| Moody Lynn & Lieberson, LLC | 1,755 | $210.9K | 0.02% | +1,755 | New |
| Vicus Capital | 1,763 | $211.9K | 0.02% | +1,763 | New |
| Great Diamond Partners, LLC | 1,764 | $211.9K | 0.06% | +1,764 | New |
| Pinnacle Family Advisors, LLC | 1,765 | $212.1K | 0.12% | +1,765 | New |
| Cherry Tree Wealth Management, LLC | 1,766 | $212.2K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,768 | $212.5K | 0.06% | +1,768 | New |
| Hourglass Capital, LLC | 1,770 | $212.7K | 0.08% | +1,770 | New |
| Nicolet Bankshares Inc | 1,773 | $213.0K | 0.07% | +1,773 | New |
| Central Bank & Trust Co | 1,776 | $213.4K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,779 | $213.8K | 0.06% | +1,779 | New |
| Viawealth, LLC | 1,785 | $214.4K | 0.16% | +1,785 | New |
| Werba Rubin Papier Wealth Management | 1,791 | $215.2K | 0.08% | +1,791 | New |
| Capital Market Strategies LLC | 1,863 | $215.4K | 0.21% | +1,863 | New |
| Legacy Private Trust Co. | 1,794 | $215.5K | 0.02% | −456−20.3% | Reduced |
| 180 Wealth Advisors, LLC | 1,794 | $215.6K | 0.05% | +1,794 | New |
| Alpha Financial Partners, LLC | 1,795 | $215.6K | 0.25% | +1,795 | New |
| Diversified, LLC | 1,797 | $215.9K | 0.06% | +1,797 | New |
| Seven Eight Capital, LP | 1,799 | $216.2K | 0.03% | −19,275−91.5% | Reduced |
| Schechter Investment Advisors, LLC | 1,799 | $216.2K | 0.02% | +1,799 | New |
| Signature Wealth Management Partners, LLC | 1,800 | $216.3K | 0.21% | +1,800 | New |
| First National Corp | 1,801 | $216.4K | 0.06% | +1,801 | New |
| VeraBank, N.A. | 1,802 | $216.5K | 0.08% | +1,802 | New |
| Wambolt & Associates, LLC | 1,825 | $217.2K | 0.08% | +1,825 | New |
| Centaurus Financial, Inc. | 1,817 | $218.0K | 0.02% | −453−20.0% | Reduced |
| Wolff Financial Management LLC | 1,815 | $218.0K | 0.07% | +1,815 | New |
| Mma Asset Management LLC | 1,824 | $219.2K | 0.13% | −289−13.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,824 | $219.2K | 0.06% | +1,824 | New |
| Nemes Rush Group LLC | 1,831 | $220.0K | 0.04% | +165+9.9% | Added |
| Wellington Shields & Co., LLC | 1,832 | $220.1K | 0.06% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,832 | $220.1K | 0.10% | +1,832 | New |