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 |
|---|---|---|---|---|---|
| ABLE Financial Group, LLC | 1,836 | $220.6K | 0.11% | −973−34.6% | Reduced |
| Morris Retirement Advisors, LLC | 1,837 | $220.8K | 0.16% | −1,003−35.3% | Reduced |
| Southland Equity Partners LLC | 1,840 | $221.1K | 0.08% | +1,840 | New |
| Nicholas Hoffman & Company, LLC. | 1,850 | $222.3K | 0.02% | +1,850 | New |
| WealthBridge Capital Management, LLC | 1,856 | $223.1K | 0.09% | +1,856 | New |
| Lloyd Advisory Services, LLC. | 1,860 | $223.5K | 0.07% | +1,860 | New |
| Norden Group LLC | 1,860 | $223.5K | 0.07% | +1,860 | New |
| Redwood Wealth Management Group, LLC | 1,863 | $223.8K | 0.26% | +1,863 | New |
| Naples Global Advisors, LLC | 1,865 | $224.1K | 0.03% | +1,865 | New |
| Tranquility Partners, LLC | 1,866 | $224.2K | 0.10% | +1,866 | New |
| Ignite Planners, LLC | 2,050 | $224.4K | 0.07% | +3+0.1% | Added |
| Broderick Brian C | 1,875 | $225.3K | 0.06% | +1,875 | New |
| Parkside Financial Bank & Trust | 1,879 | $225.8K | 0.05% | +145+8.4% | Added |
| Tradition Wealth Management, LLC | 1,877 | $226.0K | 0.03% | +7+0.4% | Added |
| Columbia Asset Management | 1,878 | $226.0K | 0.05% | +1,878 | New |
| Zullo Investment Group, Inc. | 1,888 | $226.9K | 0.13% | +1,888 | New |
| Carmichael Hill & Associates, Inc. | 1,890 | $227.1K | 0.11% | +9+0.5% | Added |
| Wellington Shields Capital Management, LLC | 1,892 | $227.3K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,892 | $227.3K | 0.01% | +1,892 | New |
| Legacy Capital Wealth Partners, LLC | 1,894 | $227.6K | 0.06% | +1,894 | New |
| Cornerstone Retirement Group, Inc. | 1,900 | $228.3K | 0.07% | +1,900 | New |
| Pallas Capital Advisors LLC | 2,031 | $228.4K | 0.01% | +2,031 | New |
| Investment Advisory Services Inc | 1,901 | $228.4K | 0.10% | +1,901 | New |
| Bond & Devick Financial Network, Inc. | 1,902 | $228.5K | 0.15% | +1,902 | New |
| Next Capital Management LLC | 1,904 | $228.8K | 0.10% | +1,904 | New |
| CWA Asset Management Group, LLC | 1,908 | $229.2K | 0.02% | −4,129−68.4% | Reduced |
| Liberty Wealth Management LLC | 1,914 | $230.0K | 0.06% | +1,914 | New |
| Lokken Investment Group LLC | 1,920 | $230.7K | 0.15% | +1,920 | New |
| Soltis Investment Advisors LLC | 1,922 | $231.0K | 0.03% | +1,922 | New |
| Global Retirement Partners, LLC | 2,092 | $231.1K | 0.01% | +78+3.9% | Added |
| Guardian Capital Advisors LP | 2,088 | $231.2K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,930 | $232.0K | 0.01% | +1,930 | New |
| William Blair Investment Management, LLC | 1,939 | $233.0K | 0.00% | +1,939 | New |
| Hoylecohen, LLC | 1,943 | $233.5K | 0.02% | +1,943 | New |
| Aldebaran Financial Inc. | 1,945 | $233.7K | 0.38% | −550−22.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,948 | $234.1K | 0.11% | −442−18.5% | Reduced |
| Bath Savings Trust Co | 1,948 | $234.1K | 0.03% | +1,948 | New |
| St Germain D J Co Inc | 1,951 | $234.4K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,954 | $234.8K | 0.03% | +1,954 | New |
| American Trust Investment Advisors, LLC | 1,955 | $234.9K | 0.13% | +1,955 | New |
| Dumont & Blake Investment Advisors LLC | 1,957 | $235.0K | 0.08% | +1,957 | New |
| Cassaday & Co Wealth Management LLC | 1,958 | $235.2K | 0.01% | +1,958 | New |
| Counterpoint Mutual Funds LLC | 1,962 | $235.7K | 0.20% | +1,962 | New |
| Jones Financial Companies LLLP | 1,970 | $236.7K | 0.00% | −89−4.3% | Reduced |
| Asset Dedication, LLC | 1,966 | $237.0K | 0.02% | +600+43.9% | Added |
| Anchor Investment Management, LLC | 1,978 | $237.7K | 0.03% | −200−9.2% | Reduced |
| Front Row Advisors LLC | 1,979 | $237.8K | 0.11% | 00.0% | Unchanged |
| Destination Wealth Management | 1,986 | $238.6K | 0.01% | +1,986 | New |
| Alan B. Lancz & Associates, Inc. | 1,996 | $239.8K | 0.27% | +1,996 | New |
| AlphaCentric Advisors LLC | 1,999 | $240.2K | 0.14% | −247−11.0% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $240.3K | 0.02% | +2,000 | New |
| TD Capital Management LLC | 2,000 | $240.4K | 0.03% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 2,005 | $240.9K | 0.11% | +2,005 | New |
| Financial Management Network Inc | 2,190 | $242.0K | 0.08% | +2,190 | New |
| McGowan Group Asset Management, Inc. | 2,019 | $242.5K | 0.04% | +2,019 | New |
| Sentinel Trust Co Lba | 2,034 | $244.0K | 0.03% | +2,034 | New |
| Gallacher Capital Management LLC | 2,036 | $244.6K | 0.15% | −2,354−53.6% | Reduced |
| Defender Capital, LLC. | 2,036 | $244.6K | 0.09% | +2,036 | New |
| Consolidated Planning Corp | 2,037 | $244.7K | 0.05% | +2,037 | New |
| Sentry LLC | 2,039 | $245.0K | 0.05% | +2,039 | New |
| Cabot Wealth Management Inc | 2,035 | $245.0K | 0.04% | +2,035 | New |
| Waters Parkerson & Co., LLC | 2,042 | $245.0K | 0.01% | +2,042 | New |
| Eagle Global Advisors LLC | 2,041 | $245.2K | 0.02% | +2,041 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,048 | $246.1K | 0.05% | −102−4.7% | Reduced |
| Choate Investment Advisors | 2,052 | $246.5K | 0.01% | +2,052 | New |
| Aigen Investment Management, LP | 2,056 | $247.0K | 0.05% | −47,245−95.8% | Reduced |
| First Business Financial Services, Inc. | 2,058 | $247.3K | 0.03% | −138−6.3% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $247.5K | 0.19% | +2,060 | New |
| Websterrogers Financial Advisors, LLC | 2,068 | $248.5K | 0.11% | +2,068 | New |
| Delta Investment Management, LLC | 2,083 | $250.3K | 0.07% | +2,083 | New |
| Sandy Cove Advisors, LLC | 2,089 | $251.0K | 0.15% | +2,089 | New |
| Van Leeuwen & Company, LLC | 2,097 | $252.0K | 0.16% | −104−4.7% | Reduced |
| Spears Abacus Advisors LLC | 2,123 | $255.1K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,129 | $255.8K | 0.01% | +2,129 | New |
| Willis Johnson & Associates, Inc. | 2,134 | $256.4K | 0.03% | −189−8.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,141 | $257.3K | 0.08% | +3+0.1% | Added |
| Baldwin Brothers Inc | 2,143 | $257.5K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,143 | $257.5K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 2,143 | $257.5K | 0.13% | +2,143 | New |
| Eads & Heald Wealth Management | 2,156 | $259.0K | 0.14% | −195−8.3% | Reduced |
| Hexagon Capital Partners LLC | 2,156 | $259.1K | 0.07% | −98−4.3% | Reduced |
| Cornerstone Wealth Group, LLC | 2,168 | $260.5K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,169 | $260.6K | 0.01% | +63+3.0% | Added |
| Gilman Hill Asset Management, LLC | 2,178 | $261.7K | 0.05% | −59−2.6% | Reduced |
| Thomasville National Bank | 2,183 | $262.3K | 0.03% | +29+1.3% | Added |
| Benjamin Edwards Inc | 2,186 | $263.0K | 0.06% | −143−6.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,185 | $263.0K | 0.20% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,189 | $263.0K | 0.23% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,191 | $263.2K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,194 | $263.6K | 0.01% | +2,194 | New |
| Leisure Capital Management | 2,198 | $264.1K | 0.15% | −51−2.3% | Reduced |
| Shufro Rose & Co LLC | 2,199 | $264.2K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,200 | $264.3K | 0.03% | +2+0.1% | Added |
| TFG Advisers LLC | 2,206 | $265.1K | 0.12% | +2,206 | New |
| Cross Staff Investments Inc | 2,209 | $265.4K | 0.26% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,217 | $266.4K | 0.03% | −61−2.7% | Reduced |
| Eudaimonia Partners, LLC | 2,229 | $267.8K | 0.06% | +2,229 | New |
| Hamilton Capital, LLC | 2,233 | $268.3K | 0.02% | −308−12.1% | Reduced |
| KLCM Advisors, Inc. | 2,237 | $268.8K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,242 | $269.4K | 0.01% | +48+2.2% | Added |