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 |
|---|---|---|---|---|---|
| Engrave Wealth Partners LLC | 2,760 | $331.6K | 0.10% | +2,760 | New |
| Harbour Investments, Inc. | 2,772 | $333.1K | 0.02% | +93+3.5% | Added |
| Everhart Financial Group, Inc. | 2,792 | $335.5K | 0.14% | +234+9.1% | Added |
| SBB Research Group LLC | 2,808 | $337.4K | 0.60% | +26+0.9% | Added |
| IVC Wealth Advisors LLC | 2,815 | $338.2K | 0.23% | +13+0.5% | Added |
| Plancorp, LLC | 2,831 | $340.2K | 0.02% | +199+7.6% | Added |
| Zions Bancorporation, N.A. | 2,850 | $342.4K | 0.03% | +2,318+435.7% | Added |
| LCNB Corp | 2,855 | $343.0K | 0.15% | −348−10.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,880 | $346.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 2,884 | $346.5K | 0.03% | +2,884 | New |
| Northcape Wealth Management, LLC | 2,886 | $346.8K | 0.13% | −358−11.0% | Reduced |
| Geller Advisors LLC | 2,902 | $348.7K | 0.04% | −44−1.5% | Reduced |
| Tiedemann Advisors, LLC | 2,904 | $348.9K | 0.01% | +184+6.8% | Added |
| Sound View Wealth Advisors Group, LLC | 2,905 | $349.0K | 0.04% | +583+25.1% | Added |
| Wedmont Private Capital | 3,139 | $349.1K | 0.04% | +270+9.4% | Added |
| Steel Peak Wealth Management LLC | 2,909 | $349.5K | 0.02% | +792+37.4% | Added |
| Bank Ozk | 2,912 | $349.9K | 0.19% | −3,168−52.1% | Reduced |
| Penserra Capital Management LLC | 2,925 | $350.0K | 0.01% | −52−1.7% | Reduced |
| Sofos Investments, Inc. | 4,371 | $352.9K | 0.01% | +4,276+4,501.1% | Added |
| Empyrean Capital Partners, LP | 2,940 | $353.2K | 0.02% | +2,940 | New |
| Financial Partners Group, LLC | 2,941 | $353.4K | 0.17% | +24+0.8% | Added |
| Successful Portfolios LLC | 2,950 | $354.4K | 0.31% | −111−3.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,969 | $356.7K | 0.01% | +174+6.2% | Added |
| Essex Financial Services, Inc. | 2,975 | $357.5K | 0.04% | +183+6.6% | Added |
| MSH Capital Advisors LLC | 2,979 | $357.9K | 0.14% | −127−4.1% | Reduced |
| Stokes Family Office, LLC | 2,988 | $359.0K | 0.04% | +85+2.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $359.4K | 0.30% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,993 | $359.6K | 0.03% | +213+7.7% | Added |
| Cito Capital Group, LLC | 3,000 | $360.0K | 0.17% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,001 | $360.6K | 0.04% | +10.0% | Added |
| Callan Capital, LLC | 3,015 | $362.3K | 0.04% | +262+9.5% | Added |
| RMB Capital Management, LLC | 3,020 | $362.9K | 0.01% | +157+5.5% | Added |
| GHP Investment Advisors, Inc. | 3,282 | $363.0K | 0.02% | −49−1.5% | Reduced |
| Empower Advisory Group, LLC | 3,026 | $363.6K | 0.00% | +72+2.4% | Added |
| Magnus Financial Group LLC | 3,028 | $363.8K | 0.05% | −58−1.9% | Reduced |
| PDS Planning, Inc | 3,029 | $363.9K | 0.05% | +47+1.6% | Added |
| Groesbeck Investment Management Corp | 3,047 | $366.0K | 0.55% | −655−17.7% | Reduced |
| Proequities, Inc. | 3,047 | $366.1K | 0.03% | +65+2.2% | Added |
| American National Bank | 3,050 | $366.5K | 0.06% | +2,338+328.4% | Added |
| Chilton Capital Management LLC | 3,051 | $366.6K | 0.02% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 3,066 | $368.4K | 0.13% | 00.0% | Unchanged |
| Apriem Advisors | 3,067 | $368.5K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,078 | $369.8K | 0.06% | −6,089−66.4% | Reduced |
| Kanawha Capital Management LLC | 3,085 | $370.7K | 0.04% | −57−1.8% | Reduced |
| Brighton Jones LLC | 3,107 | $373.3K | 0.02% | +120+4.0% | Added |
| Adviser Investments LLC | 3,107 | $373.3K | 0.01% | +122+4.1% | Added |
| First Interstate Bank | 3,107 | $373.3K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,110 | $373.7K | 0.05% | +3+0.1% | Added |
| Affinity Investment Advisors, LLC | 3,114 | $374.1K | 0.24% | −896−22.3% | Reduced |
| Townsend Asset Management Corp | 3,117 | $374.5K | 0.19% | +10+0.3% | Added |
| Laidlaw Wealth Management LLC | 3,122 | $375.1K | 0.12% | −331−9.6% | Reduced |
| Capital Investment Advisors, LLC | 3,126 | $375.6K | 0.01% | +19+0.6% | Added |
| Insigneo Advisory Services, LLC | 3,146 | $378.0K | 0.08% | −1,523−32.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,967 | $378.0K | 0.01% | +665+20.1% | Added |
| DRW Securities, LLC | 3,142 | $378.0K | 0.03% | −114−3.5% | Reduced |
| Beaton Management Co. Inc. | 3,145 | $378.0K | 0.25% | +14+0.4% | Added |
| Syon Capital LLC | 3,153 | $378.8K | 0.05% | +3,153 | New |
| Lindbrook Capital, LLC | 3,159 | $379.6K | 0.04% | +435+16.0% | Added |
| Whalerock Point Partners, LLC | 3,171 | $381.0K | 0.13% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,173 | $381.3K | 0.04% | −21−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,001 | $381.6K | 0.09% | −285−6.6% | Reduced |
| Roman Butler Fullerton & Co | 3,452 | $381.8K | 0.18% | −282−7.6% | Reduced |
| First National Bank Sioux Falls | 3,184 | $382.6K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,186 | $382.8K | 0.04% | +14+0.4% | Added |
| Weik Capital Management | 3,190 | $383.3K | 0.19% | −1,030−24.4% | Reduced |
| Trust Co of Oklahoma | 3,190 | $383.3K | 0.15% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,197 | $384.0K | 0.10% | +3,197 | New |
| Rossmore Private Capital | 3,204 | $385.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,238 | $389.0K | 0.11% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 3,242 | $389.5K | 0.05% | +10+0.3% | Added |
| Ambassador Advisors, LLC | 3,414 | $389.7K | 0.09% | −797−18.9% | Reduced |
| Uncommon Cents Investing LLC | 3,252 | $390.7K | 0.14% | +725+28.7% | Added |
| Westwood Holdings Group Inc. | 3,251 | $391.0K | 0.00% | +65+2.0% | Added |
| Two Sigma Securities, LLC | 3,262 | $391.9K | 0.02% | −7,538−69.8% | Reduced |
| Blue Edge Capital, LLC | 3,270 | $392.9K | 0.08% | +4+0.1% | Added |
| Tanager Wealth Management LLP | 3,280 | $394.1K | 0.08% | +3+0.1% | Added |
| Van Strum & Towne Inc. | 3,281 | $394.2K | 0.17% | +3,281 | New |
| Brown Brothers Harriman & Co | 3,287 | $394.9K | 0.00% | +1,210+58.3% | Added |
| Capital Analysts, LLC | 3,285 | $395.0K | 0.02% | −7−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,294 | $395.8K | 0.00% | −32,046−90.7% | Reduced |
| Tennessee Valley Asset Management Partners | 3,299 | $396.3K | 0.13% | +25+0.8% | Added |
| Callahan Advisors, LLC | 3,300 | $396.5K | 0.05% | −500−13.2% | Reduced |
| West Paces Advisors Inc. | 3,300 | $396.5K | 0.12% | +251+8.2% | Added |
| Paragon Capital Management Ltd | 3,310 | $397.8K | 0.09% | −110−3.2% | Reduced |
| Headlands Technologies LLC | 3,312 | $397.9K | 0.20% | +1,408+73.9% | Added |
| Allen Investment Management LLC | 3,318 | $398.7K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,332 | $400.3K | 0.06% | −76−2.2% | Reduced |
| Intrinsic Value Partners, LLC | 3,334 | $400.6K | 0.51% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,337 | $400.9K | 0.21% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,343 | $401.7K | 0.27% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,347 | $402.1K | 0.12% | −1,527−31.3% | Reduced |
| Cadinha & Co LLC | 3,370 | $404.9K | 0.09% | +20+0.6% | Added |
| Abacus Planning Group, Inc. | 3,372 | $405.1K | 0.10% | −60−1.7% | Reduced |
| Wedgewood Investors Inc | 3,400 | $408.5K | 0.55% | −200−5.6% | Reduced |
| UniSuper Management Pty Ltd | 3,400 | $408.5K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,400 | $408.5K | 0.35% | +400+13.3% | Added |
| CX Institutional | 3,406 | $409.2K | 0.02% | −30,676−90.0% | Reduced |
| KLR Investment Advisors, LLC | 4,048 | $410.4K | 0.37% | −393−8.8% | Reduced |
| Drive Wealth Management, LLC | 3,416 | $410.5K | 0.15% | +161+4.9% | Added |
| Chicago Trust Co NA | 3,423 | $411.3K | 0.10% | +10+0.3% | Added |