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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 2,254 | $270.8K | 0.01% | −54−2.3% | Reduced |
| Aaron Wealth Advisors | 2,258 | $271.3K | 0.03% | +145+6.9% | Added |
| Perennial Investment Advisors, LLC | 2,262 | $271.9K | 0.05% | −505−18.3% | Reduced |
| Abacus Wealth Partners, LLC | 2,274 | $273.2K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,274 | $273.2K | 0.05% | −2,652−53.8% | Reduced |
| HBW Advisory Services LLC | 2,288 | $275.0K | 0.06% | +2,288 | New |
| Pinnacle Bancorp, Inc. | 2,294 | $275.6K | 0.10% | +150+7.0% | Added |
| Acropolis Investment Management, LLC | 2,295 | $275.7K | 0.02% | −130−5.4% | Reduced |
| Liberty Capital Management, Inc. | 2,302 | $276.6K | 0.08% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,304 | $276.8K | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,310 | $277.5K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,313 | $277.9K | 0.03% | +2,313 | New |
| Kovitz Investment Group Partners, LLC | 2,315 | $278.2K | 0.01% | −25−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,320 | $278.7K | 0.02% | +12+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,321 | $278.9K | 0.16% | +2,321 | New |
| Warwick Investment Management, Inc. | 2,322 | $279.0K | 0.10% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $279.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,330 | $279.9K | 0.03% | +198+9.3% | Added |
| Change Path, LLC | 2,334 | $280.0K | 0.02% | −1,253−34.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,337 | $280.8K | 0.12% | +4+0.2% | Added |
| Azimuth Capital Investment Management LLC | 2,343 | $281.5K | 0.01% | +44+1.9% | Added |
| Ethic Inc. | 2,347 | $282.0K | 0.01% | +159+7.3% | Added |
| Close Asset Management Ltd | 2,356 | $283.0K | 0.01% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,520 | $283.0K | 0.00% | +2,520 | New |
| First Financial Bank - Trust Division | 2,356 | $283.1K | 0.03% | −153−6.1% | Reduced |
| Marietta Investment Partners LLC | 2,360 | $283.6K | 0.08% | 00.0% | Unchanged |
| Aries Wealth Management | 2,538 | $283.7K | 0.11% | +120+5.0% | Added |
| Jacobs & Co | 2,366 | $284.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,359 | $284.0K | 0.21% | +59+2.6% | Added |
| CWS Financial Advisors, LLC | 2,372 | $285.0K | 0.11% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,378 | $285.7K | 0.08% | +38+1.6% | Added |
| Canal Capital Management, LLC | 2,379 | $285.8K | 0.06% | +22+0.9% | Added |
| Leonteq Securities AG | 2,380 | $286.0K | 0.03% | −20,371−89.5% | Reduced |
| Ethos Financial Group, LLC | 2,385 | $286.6K | 0.07% | 00.0% | Unchanged |
| TCWP LLC | 2,389 | $287.1K | 0.22% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,395 | $287.8K | 0.12% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,397 | $288.0K | 0.01% | +223+10.3% | Added |
| Fermata Advisors, LLC | 2,396 | $288.0K | 0.08% | +2,396 | New |
| Renasant Bank | 2,398 | $288.2K | 0.24% | +2,398 | New |
| Personal Cfo Solutions, LLC | 2,399 | $288.2K | 0.06% | −3,582−59.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,400 | $288.4K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,403 | $288.7K | 0.01% | −486−16.8% | Reduced |
| Sutton Wealth Advisors Inc. | 2,405 | $289.0K | 0.14% | +16+0.7% | Added |
| WBI Investments | 2,423 | $291.1K | 0.06% | +2,423 | New |
| Trust Co of Virginia | 2,438 | $292.9K | 0.03% | +100+4.3% | Added |
| LaSalle St. Investment Advisors, LLC | 2,450 | $294.0K | 0.15% | −61−2.4% | Reduced |
| Baker Avenue Asset Management, LP | 2,459 | $295.4K | 0.01% | +73+3.1% | Added |
| Fidelis Capital Partners, LLC | 2,460 | $295.6K | 0.10% | +252+11.4% | Added |
| Greytown Advisors Inc. | 2,463 | $295.9K | 0.17% | 00.0% | Unchanged |
| Port Capital LLC | 2,460 | $296.0K | 0.02% | −157−6.0% | Reduced |
| Delta Financial Group, Inc. | 2,462 | $296.0K | 0.10% | +2,462 | New |
| Bray Capital Advisors | 2,466 | $296.3K | 0.09% | +246+11.1% | Added |
| CoreCap Advisors, LLC | 2,478 | $297.7K | 0.02% | +2,478 | New |
| Montag A & Associates Inc | 2,488 | $299.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,500 | $300.4K | 0.13% | 00.0% | Unchanged |
| Goodwin Daniel L | 2,500 | $300.4K | 0.15% | +2,500 | New |
| Beach Investment Counsel Inc | 2,510 | $302.0K | 0.04% | +2,510 | New |
| Greenfield Savings Bank | 2,522 | $303.0K | 0.19% | −15−0.6% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $303.5K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,529 | $303.9K | 0.01% | +2,529 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $304.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 2,546 | $305.9K | 0.03% | −40−1.5% | Reduced |
| Advus Financial Partners, LLC | 2,552 | $306.6K | 0.12% | +71+2.9% | Added |
| Summit Trail Advisors, LLC | 2,552 | $306.7K | 0.01% | +218+9.3% | Added |
| Denver Wealth Management, Inc. | 2,554 | $306.8K | 0.20% | +147+6.1% | Added |
| HCR Wealth Advisors | 2,566 | $308.3K | 0.07% | −80−3.0% | Reduced |
| Moller Financial Services | 2,568 | $308.5K | 0.10% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,580 | $310.0K | 0.01% | +2,580 | New |
| Hills Bank & Trust Co | 2,581 | $310.1K | 0.04% | +1,000+63.3% | Added |
| Coastline Trust Co | 2,585 | $310.6K | 0.05% | −1,600−38.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,586 | $310.7K | 0.03% | −66,223−96.2% | Reduced |
| Sentry Investment Management LLC | 2,586 | $311.0K | 0.15% | −569−18.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $311.9K | 0.05% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,600 | $312.0K | 0.06% | +2,600 | New |
| Dodge & Cox | 2,600 | $312.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,602 | $312.6K | 0.22% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 2,612 | $313.8K | 0.35% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,621 | $314.9K | 0.09% | −21−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $315.2K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,623 | $315.2K | 0.02% | +176+7.2% | Added |
| Allegheny Financial Group LTD | 2,624 | $315.3K | 0.12% | +129+5.2% | Added |
| Capstone Investment Advisors, LLC | 2,630 | $316.0K | 0.01% | −12,823−83.0% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,665 | $317.2K | 0.26% | +2+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,644 | $317.7K | 0.16% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,758 | $318.9K | 0.03% | +10.0% | Added |
| Caxton Associates LP | 2,666 | $320.3K | 0.04% | +2,666 | New |
| Washington Trust Co | 2,675 | $321.4K | 0.01% | −1,125−29.6% | Reduced |
| Monetary Management Group Inc | 2,677 | $321.6K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,687 | $322.9K | 0.19% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,690 | $323.2K | 0.16% | +13+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 2,693 | $323.6K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,697 | $324.0K | 0.07% | 00.0% | Unchanged |
| Transform Wealth, LLC | 2,698 | $324.2K | 0.03% | −479−15.1% | Reduced |
| Nilsine Partners, LLC | 2,718 | $326.6K | 0.05% | −1,552−36.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,735 | $328.6K | 0.08% | +2,735 | New |
| Stiles Financial Services Inc | 2,738 | $329.0K | 0.17% | +19+0.7% | Added |
| United Community Bank | 2,743 | $329.6K | 0.16% | +2,743 | New |
| Thompson Siegel & Walmsley LLC | 2,749 | $330.0K | 0.01% | +50+1.9% | Added |
| E&G Advisors, LP | 2,752 | $330.7K | 0.12% | −400−12.7% | Reduced |
| Quarry LP | 2,757 | $331.3K | 0.21% | +2,757 | New |