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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 4,319 | $518.9K | 0.02% | −180−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,339 | $521.3K | 0.03% | +4,339 | New |
| Fulcrum Equity Management | 4,339 | $521.4K | 0.61% | +269+6.6% | Added |
| WP Advisors, LLC | 4,352 | $522.8K | 0.22% | +39+0.9% | Added |
| Johnson & White Wealth Management, LLC | 4,357 | $524.0K | 0.47% | +4,357 | New |
| Austin Private Wealth, LLC | 4,366 | $524.6K | 0.08% | −41−0.9% | Reduced |
| Strait & Sound Wealth Management LLC | 4,370 | $525.1K | 0.45% | +4,370 | New |
| Waddell & Associates, LLC | 4,393 | $527.8K | 0.08% | +13+0.3% | Added |
| Tributary Capital Management, LLC | 4,400 | $528.7K | 0.05% | 00.0% | Unchanged |
| Trust Co | 4,400 | $528.7K | 0.09% | +11+0.3% | Added |
| Empirical Asset Management, LLC | 4,410 | $529.8K | 0.46% | +142+3.3% | Added |
| Richwood Investment Advisors, LLC | 4,410 | $529.9K | 0.54% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,414 | $530.4K | 0.09% | −12−0.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $532.3K | 0.28% | +4,430 | New |
| Sheaff Brock Investment Advisors, LLC | 4,435 | $532.9K | 0.05% | −265−5.6% | Reduced |
| Symmetry Investments LP | 4,437 | $533.1K | 0.15% | +4,437 | New |
| Avidian Wealth Solutions, LLC | 4,439 | $533.3K | 0.04% | −2,637−37.3% | Reduced |
| Citizens Financial Group Inc | 4,448 | $534.4K | 0.02% | −353−7.4% | Reduced |
| Clifford Group, LLC | 4,458 | $535.7K | 0.58% | −715−13.8% | Reduced |
| Cutler Group LP | 4,472 | $537.0K | 0.09% | +3,415+323.1% | Added |
| Farther Finance Advisors, LLC | 4,472 | $537.4K | 0.08% | +90+2.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,786 | $537.8K | 0.39% | −53−1.1% | Reduced |
| Pitcairn Co | 4,488 | $539.2K | 0.05% | −34−0.8% | Reduced |
| NEOS Investment Management LLC | 4,490 | $539.5K | 0.07% | +4,490 | New |
| TrinityPoint Wealth, LLC | 4,498 | $540.4K | 0.11% | −293−6.1% | Reduced |
| Segment Wealth Management, LLC | 4,513 | $542.2K | 0.06% | +645+16.7% | Added |
| Relative Value Partners Group, LLC | 4,527 | $543.9K | 0.04% | +780+20.8% | Added |
| Modera Wealth Management, LLC | 4,535 | $544.9K | 0.01% | −1,024−18.4% | Reduced |
| Autumn Glory Partners, LLC | 4,541 | $545.6K | 0.33% | −500−9.9% | Reduced |
| NBC Securities, Inc. | 4,567 | $548.0K | 0.06% | +4,567 | New |
| V-Square Quantitative Management LLC | 4,571 | $549.2K | 0.24% | +1,776+63.5% | Added |
| Verity Asset Management, Inc. | 4,592 | $551.7K | 0.41% | +162+3.7% | Added |
| Principal Street Partners, LLC | 4,608 | $553.7K | 0.11% | +2,304+100.0% | Added |
| Pinnacle Financial Partners Inc | 4,620 | $555.1K | 0.01% | +71+1.6% | Added |
| Petrus Trust Company, LTA | 4,637 | $557.1K | 0.06% | −3,821−45.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,650 | $558.7K | 0.06% | −183−3.8% | Reduced |
| Vanguard Capital Wealth Advisors | 4,673 | $561.5K | 0.52% | −917−16.4% | Reduced |
| S.A. Mason LLC | 4,679 | $562.2K | 0.41% | +35+0.8% | Added |
| Lingohr & Partner Asset Management GmbH | 4,700 | $565.0K | 1.47% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,725 | $567.7K | 0.06% | +278+6.3% | Added |
| Vaughan David Investments LLC | 4,756 | $571.0K | 0.02% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 4,763 | $572.3K | 0.42% | −187−3.8% | Reduced |
| Comerica Securities,inc. | 4,768 | $572.9K | 0.05% | −169−3.4% | Reduced |
| Waldron Private Wealth LLC | 4,788 | $575.3K | 0.03% | +94+2.0% | Added |
| Flputnam Investment Management Co | 4,802 | $577.0K | 0.02% | +235+5.1% | Added |
| BluePath Capital Management, LLC | 4,810 | $578.0K | 0.53% | +4,810 | New |
| Tradewinds, LLC. | 4,816 | $578.6K | 0.34% | −75−1.5% | Reduced |
| Northwest & Ethical Investments L.P. | 4,825 | $579.7K | 0.02% | +4,825 | New |
| Jump Financial, LLC | 4,846 | $582.2K | 0.02% | +811+20.1% | Added |
| Ausdal Financial Partners, Inc. | 4,859 | $583.9K | 0.08% | +92+1.9% | Added |
| Lincoln Capital LLC | 4,867 | $584.8K | 0.15% | +200+4.3% | Added |
| Schear Investment Advisers, LLC | 4,872 | $585.4K | 0.63% | −253−4.9% | Reduced |
| Jennison Associates LLC | 4,883 | $586.7K | 0.00% | +2,165+79.7% | Added |
| V Wealth Advisors LLC | 4,905 | $589.4K | 0.48% | −5,360−52.2% | Reduced |
| Probity Advisors, Inc. | 4,924 | $591.6K | 0.14% | −8−0.2% | Reduced |
| Cigna Investments Inc | 4,934 | $593.0K | 0.14% | −703−12.5% | Reduced |
| Garrison Point Advisors, LLC | 4,960 | $595.9K | 0.46% | −15−0.3% | Reduced |
| North Star Investment Management Corp. | 4,994 | $600.1K | 0.05% | −245−4.7% | Reduced |
| Whitener Capital Management, Inc. | 4,999 | $600.7K | 0.24% | +20.0% | Added |
| Childress Capital Advisors, LLC | 5,040 | $605.6K | 0.20% | +1,040+26.0% | Added |
| Beacon Investment Advisors LLC | 5,057 | $607.6K | 0.43% | +19+0.4% | Added |
| Schnieders Capital Management LLC | 5,058 | $607.7K | 0.14% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,072 | $609.4K | 0.28% | −25−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,069 | $610.0K | 0.18% | −2,376−31.9% | Reduced |
| Wealth Alliance | 5,080 | $610.4K | 0.10% | −2,259−30.8% | Reduced |
| Linscomb & Williams, Inc. | 5,089 | $611.4K | 0.04% | −79−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 5,104 | $613.2K | 0.03% | +557+12.2% | Added |
| Charter Trust Co | 5,106 | $613.5K | 0.05% | −445−8.0% | Reduced |
| Weatherly Asset Management L. P. | 5,109 | $613.8K | 0.07% | −400−7.3% | Reduced |
| Essex Savings Bank | 5,110 | $614.0K | 0.21% | +5+0.1% | Added |
| Financial Advisory Service, Inc. | 5,129 | $616.3K | 0.07% | +337+7.0% | Added |
| Mill Capital Management, LLC | 5,145 | $618.2K | 0.06% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,150 | $618.8K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,163 | $620.3K | 0.06% | +2,024+64.5% | Added |
| Cambridge Trust Co | 5,167 | $620.8K | 0.03% | −141−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 5,509 | $622.8K | 0.03% | +19+0.3% | Added |
| RSM US Wealth Management LLC | 5,188 | $623.3K | 0.02% | −221−4.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,237 | $629.2K | 0.11% | +5,237 | New |
| First Foundation Advisors | 5,304 | $637.2K | 0.03% | +571+12.1% | Added |
| Campion Asset Management LLC | 5,354 | $643.3K | 0.59% | 00.0% | Unchanged |
| Nwam LLC | 5,395 | $648.3K | 0.07% | +232+4.5% | Added |
| Venturi Wealth Management, LLC | 5,430 | $652.4K | 0.05% | +667+14.0% | Added |
| Gamco Investors, Inc. Et Al | 5,483 | $658.8K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,494 | $660.1K | 0.07% | +5,494 | New |
| Outfitter Financial LLC | 5,500 | $660.8K | 0.62% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 5,570 | $669.2K | 0.60% | 00.0% | Unchanged |
| J2 Capital Management Inc | 5,608 | $673.8K | 0.85% | −9−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,641 | $677.7K | 0.38% | −488−8.0% | Reduced |
| J.W. Cole Advisors, Inc. | 5,652 | $679.1K | 0.05% | −1,394−19.8% | Reduced |
| Kovack Advisors, Inc. | 5,656 | $679.6K | 0.09% | +196+3.6% | Added |
| MONECO Advisors, LLC | 5,674 | $681.8K | 0.18% | +57+1.0% | Added |
| Cubist Systematic Strategies, LLC | 5,681 | $682.6K | 0.01% | −95,402−94.4% | Reduced |
| Busey Wealth Management | 5,691 | $683.8K | 0.03% | −429−7.0% | Reduced |
| Mission Wealth Management, LP | 5,703 | $685.2K | 0.03% | +51+0.9% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $685.2K | 0.15% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,715 | $686.7K | 0.15% | +6+0.1% | Added |
| Thrive Wealth Management, LLC | 5,722 | $687.4K | 0.18% | +461+8.8% | Added |
| Private Trust Co NA | 5,750 | $690.9K | 0.09% | −245−4.1% | Reduced |
| Palisade Asset Management, LLC | 5,753 | $691.2K | 0.08% | −64−1.1% | Reduced |
| Balyasny Asset Management LLC | 5,769 | $693.1K | 0.00% | −23,961−80.6% | Reduced |