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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 3,425 | $411.5K | 0.10% | −345−9.2% | Reduced |
| Davidson Trust Co | 3,426 | $411.6K | 0.31% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,428 | $411.9K | 0.02% | +426+14.2% | Added |
| CoreFirst Bank & Trust | 3,443 | $413.7K | 0.29% | +44+1.3% | Added |
| Ruggaard & Associates LLC | 3,447 | $414.2K | 0.25% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,475 | $417.5K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,475 | $417.5K | 0.03% | +17+0.5% | Added |
| Crescent Grove Advisors, LLC | 3,476 | $417.6K | 0.05% | +22+0.6% | Added |
| Empire Financial Management Company, LLC | 3,476 | $417.7K | 0.18% | 00.0% | Unchanged |
| Athena Investment Management | 3,477 | $417.8K | 0.30% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,790 | $418.7K | 0.34% | +10.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $419.2K | 0.00% | −847−19.3% | Reduced |
| PFG Investments, LLC | 3,497 | $420.2K | 0.08% | −232−6.2% | Reduced |
| CSS LLC | 3,500 | $420.5K | 0.04% | +1,000+40.0% | Added |
| Corbyn Investment Management Inc | 3,516 | $422.4K | 0.22% | 00.0% | Unchanged |
| Insight Folios Inc | 3,517 | $422.6K | 0.21% | −524−13.0% | Reduced |
| Investors Asset Management of Georgia Inc | 3,552 | $423.3K | 0.23% | 00.0% | Unchanged |
| Courier Capital LLC | 3,528 | $423.9K | 0.04% | −100−2.8% | Reduced |
| MTM Investment Management, LLC | 3,530 | $424.1K | 0.21% | +100+2.9% | Added |
| Joel Isaacson & Co., LLC | 3,535 | $424.7K | 0.03% | +12+0.3% | Added |
| Vectors Research Management, LLC | 3,531 | $425.0K | 0.14% | −97−2.7% | Reduced |
| Prairie Sky Financial Group LLC | 3,540 | $425.4K | 0.30% | +10.0% | Added |
| Harbor Advisors LLC | 3,541 | $425.5K | 0.09% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,544 | $425.8K | 0.18% | +3,544 | New |
| Keebeck Alpha, LP | 3,552 | $426.8K | 0.42% | +3,552 | New |
| AdvisorShares Investments LLC | 3,559 | $427.6K | 0.11% | +3,559 | New |
| Private Portfolio Partners LLC | 3,573 | $429.3K | 0.11% | −1,012−22.1% | Reduced |
| Stockman Wealth Management, Inc. | 3,580 | $430.1K | 0.09% | +14+0.4% | Added |
| Whittier Trust Co | 3,600 | $432.5K | 0.01% | +73+2.1% | Added |
| Freestone Capital Holdings, LLC | 3,602 | $432.8K | 0.02% | −28−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 3,606 | $433.3K | 0.01% | −306−7.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,611 | $433.9K | 0.07% | −254−6.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,624 | $435.4K | 0.03% | −142−3.8% | Reduced |
| Keating Investment Counselors Inc | 3,630 | $436.1K | 0.15% | +250+7.4% | Added |
| Spinnaker Investment Group, LLC | 3,636 | $436.9K | 0.15% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,637 | $437.0K | 0.00% | −147,359−97.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,658 | $439.5K | 0.05% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,664 | $440.2K | 0.43% | +1,867+103.9% | Added |
| Old Point Trust & Financial Services N A | 3,703 | $444.9K | 0.20% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,725 | $447.6K | 0.10% | −18,395−83.2% | Reduced |
| Gryphon Financial Partners LLC | 3,740 | $449.3K | 0.11% | +3+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,747 | $450.2K | 0.05% | −168−4.3% | Reduced |
| Lazard Asset Management LLC | 3,774 | $452.0K | 0.00% | +3,547+1,562.6% | Added |
| Welch Group, LLC | 3,770 | $452.9K | 0.03% | +14+0.4% | Added |
| IFG Advisory, LLC | 3,787 | $455.0K | 0.04% | +3,787 | New |
| Energy Income Partners, LLC | 3,791 | $455.5K | 0.01% | +391+11.5% | Added |
| Strategy Asset Managers LLC | 3,799 | $456.4K | 0.12% | −113−2.9% | Reduced |
| Bayesian Capital Management, LP | 3,800 | $456.6K | 0.05% | +169+4.7% | Added |
| Spinnaker Trust | 3,808 | $457.5K | 0.03% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,810 | $457.8K | 0.34% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,811 | $457.9K | 0.02% | −2,238−37.0% | Reduced |
| Portside Wealth Group, LLC | 3,818 | $458.0K | 0.09% | −154−3.9% | Reduced |
| SCP Investment, LP | 3,812 | $458.0K | 0.35% | +3,812 | New |
| Goodman Financial Corp | 3,813 | $458.1K | 0.13% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,888 | $467.2K | 0.33% | −242−5.9% | Reduced |
| KCM Investment Advisors LLC | 3,892 | $467.6K | 0.02% | +50+1.3% | Added |
| PFG Advisors | 3,893 | $467.7K | 0.04% | −888−18.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,928 | $472.0K | 0.07% | −82−2.0% | Reduced |
| Focus Financial Network, Inc. | 3,942 | $473.7K | 0.03% | +1,040+35.8% | Added |
| JT Stratford LLC | 3,949 | $474.5K | 0.12% | −86−2.1% | Reduced |
| John G Ullman & Associates Inc | 3,950 | $474.6K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,954 | $475.1K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,960 | $475.8K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 3,968 | $476.8K | 0.04% | +3,968 | New |
| Roundview Capital LLC | 3,968 | $476.8K | 0.05% | −10−0.3% | Reduced |
| Hanson & Doremus Investment Management | 3,973 | $477.0K | 0.10% | +289+7.8% | Added |
| Mosaic Family Wealth Partners, LLC | 3,974 | $477.5K | 0.10% | +10.0% | Added |
| Ci Investments Inc. | 3,989 | $479.0K | 0.00% | −872−17.9% | Reduced |
| Kapitalo Investimentos Ltda | 3,988 | $479.2K | 0.07% | −1,105−21.7% | Reduced |
| Hennessy Advisors Inc | 4,000 | $480.6K | 0.03% | 00.0% | Unchanged |
| Straight Path Wealth Management | 4,004 | $481.1K | 0.33% | 00.0% | Unchanged |
| First Western Trust Bank | 4,028 | $484.0K | 0.03% | +3+0.1% | Added |
| Princeton Global Asset Management LLC | 4,032 | $484.5K | 0.14% | −247−5.8% | Reduced |
| Vantage Consulting Group Inc | 4,036 | $484.9K | 0.33% | −917−18.5% | Reduced |
| Syntax Advisors, LLC | 4,036 | $484.9K | 0.43% | −917−18.5% | Reduced |
| Capula Management Ltd | 4,040 | $485.4K | 0.03% | +4,040 | New |
| Eqis Capital Management, Inc. | 4,057 | $487.5K | 0.06% | −2,751−40.4% | Reduced |
| Conning Inc. | 4,058 | $487.6K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,062 | $488.0K | 0.05% | −350−7.9% | Reduced |
| Field & Main Bank | 4,063 | $488.2K | 0.23% | +84+2.1% | Added |
| Kolinsky Wealth Management, LLC | 4,075 | $489.6K | 0.49% | +43+1.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,097 | $492.3K | 0.06% | +197+5.1% | Added |
| Transcend Wealth Collective, LLC | 4,103 | $493.0K | 0.05% | −1,454−26.2% | Reduced |
| OneAscent Wealth Management LLC | 4,114 | $494.0K | 0.22% | +4,114 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,115 | $494.4K | 0.02% | +22+0.5% | Added |
| Foster & Motley Inc | 4,116 | $495.0K | 0.04% | −1,617−28.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,172 | $501.3K | 0.02% | +1,261+43.3% | Added |
| Perpetual Ltd | 4,177 | $501.9K | 0.01% | +4,177 | New |
| Wilkins Investment Counsel Inc | 4,178 | $502.0K | 0.14% | +189+4.7% | Added |
| Roberts Glore & Co Inc | 4,182 | $502.5K | 0.17% | −270−6.1% | Reduced |
| Sendero Wealth Management, LLC | 4,200 | $504.6K | 0.11% | −526−11.1% | Reduced |
| SignalPoint Asset Management, LLC | 4,228 | $508.0K | 0.16% | +130+3.2% | Added |
| Symphony Financial, Ltd. Co. | 4,269 | $508.1K | 0.12% | −74−1.7% | Reduced |
| Clarius Group, LLC | 4,273 | $513.4K | 0.05% | −1,847−30.2% | Reduced |
| Dividend Assets Capital, LLC | 4,290 | $515.0K | 0.11% | +255+6.3% | Added |
| LVM Capital Management Ltd | 4,295 | $516.0K | 0.07% | −500−10.4% | Reduced |
| Your Advocates Ltd., LLP | 4,299 | $516.5K | 0.31% | +38+0.9% | Added |
| Riverwater Partners LLC | 4,299 | $516.5K | 0.47% | −67−1.5% | Reduced |
| Naviter Wealth, LLC | 4,301 | $516.8K | 0.12% | +5+0.1% | Added |
| Estabrook Capital Management | 4,304 | $517.1K | 0.09% | −100−2.3% | Reduced |