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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 7,272 | $693.6K | 0.01% | 00.0% | Unchanged |
| Doheny Asset Management | 5,789 | $696.0K | 0.67% | −1,550−21.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,793 | $696.0K | 0.02% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 5,795 | $696.3K | 0.88% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,809 | $698.0K | 0.29% | +10.0% | Added |
| Atlas Capital Advisors LLC | 5,821 | $699.4K | 0.12% | +46+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,843 | $702.0K | 0.12% | +20.0% | Added |
| Checchi Capital Advisers, LLC | 5,918 | $711.0K | 0.07% | +86+1.5% | Added |
| Allen Capital Group, LLC | 5,980 | $711.7K | 0.13% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 6,067 | $711.9K | 0.04% | +2,378+64.5% | Added |
| Integrated Advisors Network LLC | 5,930 | $712.4K | 0.04% | −35−0.6% | Reduced |
| Mystic Asset Management, Inc. | 5,934 | $713.0K | 0.40% | −35−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 5,934 | $713.0K | 0.09% | −4,699−44.2% | Reduced |
| Trust Co of Toledo NA | 5,940 | $713.7K | 0.14% | −640−9.7% | Reduced |
| CAPROCK Group, Inc. | 5,988 | $719.5K | 0.05% | −749−11.1% | Reduced |
| Park Circle Co | 6,000 | $720.9K | 0.68% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6,002 | $721.1K | 0.05% | +33+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 6,004 | $721.4K | 0.04% | +3,004+100.1% | Added |
| Westbourne Investment Advisors, Inc. | 6,016 | $723.0K | 0.33% | −150−2.4% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $723.4K | 0.13% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,060 | $728.1K | 0.34% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,070 | $729.3K | 0.24% | +158+2.7% | Added |
| Caldwell Trust Co | 6,070 | $729.3K | 0.10% | +50+0.8% | Added |
| Legacy Financial Advisors, Inc. | 6,103 | $733.2K | 0.15% | +322+5.6% | Added |
| Wealth Advisory Solutions, LLC | 6,105 | $733.5K | 0.14% | +6,105 | New |
| Key Bridge Compliance, LLC | 6,105 | $733.5K | 0.23% | +6,105 | New |
| Institutional & Family Asset Management, LLC | 6,113 | $734.5K | 0.12% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,136 | $737.2K | 0.09% | −17−0.3% | Reduced |
| Full Sail Capital, LLC | 6,141 | $737.8K | 0.06% | −1,439−19.0% | Reduced |
| Valmark Advisers, Inc. | 6,141 | $737.8K | 0.02% | +59+1.0% | Added |
| Lakeview Capital Partners, LLC | 6,142 | $738.0K | 0.14% | +3,241+111.7% | Added |
| C2C Wealth Management, LLC | 6,267 | $743.2K | 0.11% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 6,209 | $746.0K | 0.00% | −13−0.2% | Reduced |
| Sandy Spring Bank | 6,210 | $746.1K | 0.04% | −408−6.2% | Reduced |
| American Financial Group Inc | 6,250 | $751.0K | 0.26% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 6,267 | $753.0K | 0.17% | +6,267 | New |
| Mach-1 Financial Group, Inc. | 6,276 | $754.1K | 0.32% | +6,276 | New |
| Birmingham Capital Management Co Inc | 6,355 | $763.6K | 0.32% | +25+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 6,368 | $765.1K | 0.12% | +392+6.6% | Added |
| Meeder Advisory Services, Inc. | 6,368 | $765.1K | 0.10% | −800−11.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,405 | $769.6K | 0.15% | −115−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 6,409 | $770.3K | 0.07% | −34−0.5% | Reduced |
| Horizon Investments, LLC | 6,412 | $770.4K | 0.02% | +227+3.7% | Added |
| South Street Advisors LLC | 6,420 | $771.4K | 0.16% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,427 | $772.3K | 0.76% | +176+2.8% | Added |
| Roof Eidam & Maycock | 6,428 | $772.3K | 0.25% | +518+8.8% | Added |
| Clearstead Advisors, LLC | 6,465 | $776.8K | 0.05% | −7−0.1% | Reduced |
| Miller Investment Management, LP | 6,500 | $781.0K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,533 | $784.9K | 0.04% | −605−8.5% | Reduced |
| Symmetry Partners, LLC | 6,565 | $789.0K | 0.04% | +391+6.3% | Added |
| Hudson Valley Investment Advisors Inc | 6,568 | $789.1K | 0.11% | −300−4.4% | Reduced |
| Western Financial Corp | 6,584 | $791.1K | 0.58% | +6,584 | New |
| Gradient Investments LLC | 6,597 | $792.7K | 0.02% | −1,747−20.9% | Reduced |
| USA Financial Portformulas Corp | 6,598 | $792.8K | 1.18% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 6,608 | $794.0K | 0.04% | −303−4.4% | Reduced |
| MCF Advisors LLC | 6,627 | $796.3K | 0.07% | +29+0.4% | Added |
| Westhampton Capital, LLC | 6,683 | $803.0K | 0.52% | 00.0% | Unchanged |
| Balentine LLC | 6,690 | $803.8K | 0.03% | −240−3.5% | Reduced |
| Vise Technologies, Inc. | 6,724 | $807.8K | 0.20% | +801+13.5% | Added |
| Aptus Capital Advisors, LLC | 6,743 | $810.2K | 0.02% | +2,296+51.6% | Added |
| Strategic Financial Services, Inc, | 6,760 | $812.2K | 0.06% | −22−0.3% | Reduced |
| Navalign, LLC | 6,814 | $818.8K | 0.31% | −197−2.8% | Reduced |
| Aull & Monroe Investment Management Corp | 6,827 | $820.3K | 0.43% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 6,865 | $824.8K | 0.61% | −33−0.5% | Reduced |
| Old National Bancorp | 6,867 | $825.1K | 0.02% | −1,328−16.2% | Reduced |
| Hodges Capital Management Inc. | 6,873 | $826.0K | 0.10% | −10,732−61.0% | Reduced |
| ISAM Funds (UK) Ltd | 6,876 | $826.2K | 0.52% | +6,876 | New |
| First National Bank & Trust Co of Newtown | 6,886 | $827.3K | 0.19% | −1,640−19.2% | Reduced |
| David Loasby | 7,514 | $830.2K | 0.09% | +415+5.8% | Added |
| Alpha DNA Investment Management LLC | 6,923 | $831.8K | 0.53% | +6,923 | New |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $832.0K | 0.63% | 00.0% | Unchanged |
| 1st Source Bank | 6,926 | $832.2K | 0.06% | −23−0.3% | Reduced |
| Cladis Investment Advisory, LLC | 6,971 | $837.6K | 0.73% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,064 | $848.7K | 0.52% | −577−7.6% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $850.7K | 0.24% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7,090 | $851.9K | 0.44% | 00.0% | Unchanged |
| Agf Management Ltd | 7,191 | $864.0K | 0.01% | +7,191 | New |
| Dearborn Partners LLC | 7,241 | $870.0K | 0.03% | +1,055+17.1% | Added |
| Landscape Capital Management, L.L.C. | 7,255 | $871.7K | 0.12% | +7,255 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,276 | $874.0K | 0.57% | −41−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 7,312 | $877.0K | 0.18% | +52+0.7% | Added |
| Flagship Harbor Advisors, LLC | 7,310 | $878.3K | 0.07% | −239−3.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,321 | $879.6K | 0.16% | −37−0.5% | Reduced |
| Glenview Trust Co | 7,344 | $882.4K | 0.02% | +200+2.8% | Added |
| Wahed Invest LLC | 7,345 | $882.5K | 0.29% | +730+11.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,359 | $884.2K | 0.26% | +23+0.3% | Added |
| Ramirez Asset Management, Inc. | 7,374 | $886.0K | 0.19% | +7,374 | New |
| AMG National Trust Bank | 7,433 | $893.1K | 0.03% | +322+4.5% | Added |
| Edge Capital Group, LLC | 7,438 | $893.7K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,451 | $895.2K | 0.01% | −42,786−85.2% | Reduced |
| Wolverine Trading, LLC | 7,455 | $895.7K | 0.01% | −23,636−76.0% | Reduced |
| FineMark National Bank & Trust | 7,457 | $896.0K | 0.04% | −117−1.5% | Reduced |
| Gateway Investment Advisers LLC | 7,468 | $897.3K | 0.01% | −36,790−83.1% | Reduced |
| Trustmark National Bank Trust Department | 7,536 | $905.5K | 0.09% | −920−10.9% | Reduced |
| Park Place Capital Corp | 7,572 | $909.8K | 0.27% | +659+9.5% | Added |
| We Are One Seven, LLC | 7,587 | $911.6K | 0.07% | +298+4.1% | Added |
| Penobscot Investment Management Company, Inc. | 7,634 | $917.2K | 0.12% | +364+5.0% | Added |
| WealthTrust Axiom LLC | 7,640 | $918.1K | 0.33% | +4+0.1% | Added |
| Mairs & Power Inc | 7,679 | $922.6K | 0.01% | −310−3.9% | Reduced |
| Bridge Creek Capital Management LLC | 7,691 | $924.1K | 0.35% | −60−0.8% | Reduced |