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 |
|---|---|---|---|---|---|
| Weaver Consulting Group | 5,072 | $609.4K | 0.28% | −25−0.5% | Reduced |
| Schnieders Capital Management LLC | 5,058 | $607.7K | 0.14% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 5,057 | $607.6K | 0.43% | +19+0.4% | Added |
| Childress Capital Advisors, LLC | 5,040 | $605.6K | 0.20% | +1,040+26.0% | Added |
| Whitener Capital Management, Inc. | 4,999 | $600.7K | 0.24% | +20.0% | Added |
| North Star Investment Management Corp. | 4,994 | $600.1K | 0.05% | −245−4.7% | Reduced |
| Garrison Point Advisors, LLC | 4,960 | $595.9K | 0.46% | −15−0.3% | Reduced |
| Cigna Investments Inc | 4,934 | $593.0K | 0.14% | −703−12.5% | Reduced |
| Probity Advisors, Inc. | 4,924 | $591.6K | 0.14% | −8−0.2% | Reduced |
| V Wealth Advisors LLC | 4,905 | $589.4K | 0.48% | −5,360−52.2% | Reduced |
| Jennison Associates LLC | 4,883 | $586.7K | 0.00% | +2,165+79.7% | Added |
| Schear Investment Advisers, LLC | 4,872 | $585.4K | 0.63% | −253−4.9% | Reduced |
| Lincoln Capital LLC | 4,867 | $584.8K | 0.15% | +200+4.3% | Added |
| Ausdal Financial Partners, Inc. | 4,859 | $583.9K | 0.08% | +92+1.9% | Added |
| Jump Financial, LLC | 4,846 | $582.2K | 0.02% | +811+20.1% | Added |
| Northwest & Ethical Investments L.P. | 4,825 | $579.7K | 0.02% | +4,825 | New |
| Tradewinds, LLC. | 4,816 | $578.6K | 0.34% | −75−1.5% | Reduced |
| BluePath Capital Management, LLC | 4,810 | $578.0K | 0.53% | +4,810 | New |
| Flputnam Investment Management Co | 4,802 | $577.0K | 0.02% | +235+5.1% | Added |
| Waldron Private Wealth LLC | 4,788 | $575.3K | 0.03% | +94+2.0% | Added |
| Comerica Securities,inc. | 4,768 | $572.9K | 0.05% | −169−3.4% | Reduced |
| Patron Partners Advisors, LLC | 4,763 | $572.3K | 0.42% | −187−3.8% | Reduced |
| Vaughan David Investments LLC | 4,756 | $571.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,725 | $567.7K | 0.06% | +278+6.3% | Added |
| Lingohr & Partner Asset Management GmbH | 4,700 | $565.0K | 1.47% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,679 | $562.2K | 0.41% | +35+0.8% | Added |
| Vanguard Capital Wealth Advisors | 4,673 | $561.5K | 0.52% | −917−16.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,650 | $558.7K | 0.06% | −183−3.8% | Reduced |
| Petrus Trust Company, LTA | 4,637 | $557.1K | 0.06% | −3,821−45.2% | Reduced |
| Pinnacle Financial Partners Inc | 4,620 | $555.1K | 0.01% | +71+1.6% | Added |
| Principal Street Partners, LLC | 4,608 | $553.7K | 0.11% | +2,304+100.0% | Added |
| Verity Asset Management, Inc. | 4,592 | $551.7K | 0.41% | +162+3.7% | Added |
| V-Square Quantitative Management LLC | 4,571 | $549.2K | 0.24% | +1,776+63.5% | Added |
| NBC Securities, Inc. | 4,567 | $548.0K | 0.06% | +4,567 | New |
| Autumn Glory Partners, LLC | 4,541 | $545.6K | 0.33% | −500−9.9% | Reduced |
| Modera Wealth Management, LLC | 4,535 | $544.9K | 0.01% | −1,024−18.4% | Reduced |
| Relative Value Partners Group, LLC | 4,527 | $543.9K | 0.04% | +780+20.8% | Added |
| Segment Wealth Management, LLC | 4,513 | $542.2K | 0.06% | +645+16.7% | Added |
| TrinityPoint Wealth, LLC | 4,498 | $540.4K | 0.11% | −293−6.1% | Reduced |
| NEOS Investment Management LLC | 4,490 | $539.5K | 0.07% | +4,490 | New |
| Pitcairn Co | 4,488 | $539.2K | 0.05% | −34−0.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,786 | $537.8K | 0.39% | −53−1.1% | Reduced |
| Farther Finance Advisors, LLC | 4,472 | $537.4K | 0.08% | +90+2.1% | Added |
| Cutler Group LP | 4,472 | $537.0K | 0.09% | +3,415+323.1% | Added |
| Clifford Group, LLC | 4,458 | $535.7K | 0.58% | −715−13.8% | Reduced |
| Citizens Financial Group Inc | 4,448 | $534.4K | 0.02% | −353−7.4% | Reduced |
| Avidian Wealth Solutions, LLC | 4,439 | $533.3K | 0.04% | −2,637−37.3% | Reduced |
| Symmetry Investments LP | 4,437 | $533.1K | 0.15% | +4,437 | New |
| Sheaff Brock Investment Advisors, LLC | 4,435 | $532.9K | 0.05% | −265−5.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $532.3K | 0.28% | +4,430 | New |
| Means Investment Co., Inc. | 4,414 | $530.4K | 0.09% | −12−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 4,410 | $529.9K | 0.54% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,410 | $529.8K | 0.46% | +142+3.3% | 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 |
| Waddell & Associates, LLC | 4,393 | $527.8K | 0.08% | +13+0.3% | Added |
| Strait & Sound Wealth Management LLC | 4,370 | $525.1K | 0.45% | +4,370 | New |
| Austin Private Wealth, LLC | 4,366 | $524.6K | 0.08% | −41−0.9% | Reduced |
| Johnson & White Wealth Management, LLC | 4,357 | $524.0K | 0.47% | +4,357 | New |
| WP Advisors, LLC | 4,352 | $522.8K | 0.22% | +39+0.9% | Added |
| Fulcrum Equity Management | 4,339 | $521.4K | 0.61% | +269+6.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,339 | $521.3K | 0.03% | +4,339 | New |
| Evergreen Capital Management LLC | 4,319 | $518.9K | 0.02% | −180−4.0% | Reduced |
| Estabrook Capital Management | 4,304 | $517.1K | 0.09% | −100−2.3% | Reduced |
| Naviter Wealth, LLC | 4,301 | $516.8K | 0.12% | +5+0.1% | Added |
| Riverwater Partners LLC | 4,299 | $516.5K | 0.47% | −67−1.5% | Reduced |
| Your Advocates Ltd., LLP | 4,299 | $516.5K | 0.31% | +38+0.9% | Added |
| LVM Capital Management Ltd | 4,295 | $516.0K | 0.07% | −500−10.4% | Reduced |
| Dividend Assets Capital, LLC | 4,290 | $515.0K | 0.11% | +255+6.3% | Added |
| Clarius Group, LLC | 4,273 | $513.4K | 0.05% | −1,847−30.2% | Reduced |
| Symphony Financial, Ltd. Co. | 4,269 | $508.1K | 0.12% | −74−1.7% | Reduced |
| SignalPoint Asset Management, LLC | 4,228 | $508.0K | 0.16% | +130+3.2% | Added |
| Sendero Wealth Management, LLC | 4,200 | $504.6K | 0.11% | −526−11.1% | Reduced |
| Roberts Glore & Co Inc | 4,182 | $502.5K | 0.17% | −270−6.1% | Reduced |
| Wilkins Investment Counsel Inc | 4,178 | $502.0K | 0.14% | +189+4.7% | Added |
| Perpetual Ltd | 4,177 | $501.9K | 0.01% | +4,177 | New |
| Avantax Planning Partners, Inc. | 4,172 | $501.3K | 0.02% | +1,261+43.3% | Added |
| Foster & Motley Inc | 4,116 | $495.0K | 0.04% | −1,617−28.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,115 | $494.4K | 0.02% | +22+0.5% | Added |
| OneAscent Wealth Management LLC | 4,114 | $494.0K | 0.22% | +4,114 | New |
| Transcend Wealth Collective, LLC | 4,103 | $493.0K | 0.05% | −1,454−26.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,097 | $492.3K | 0.06% | +197+5.1% | Added |
| Kolinsky Wealth Management, LLC | 4,075 | $489.6K | 0.49% | +43+1.1% | Added |
| Field & Main Bank | 4,063 | $488.2K | 0.23% | +84+2.1% | Added |
| Woodmont Investment Counsel LLC | 4,062 | $488.0K | 0.05% | −350−7.9% | Reduced |
| Conning Inc. | 4,058 | $487.6K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,057 | $487.5K | 0.06% | −2,751−40.4% | Reduced |
| Capula Management Ltd | 4,040 | $485.4K | 0.03% | +4,040 | New |
| 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 |
| Princeton Global Asset Management LLC | 4,032 | $484.5K | 0.14% | −247−5.8% | Reduced |
| First Western Trust Bank | 4,028 | $484.0K | 0.03% | +3+0.1% | Added |
| Straight Path Wealth Management | 4,004 | $481.1K | 0.33% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 4,000 | $480.6K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,988 | $479.2K | 0.07% | −1,105−21.7% | Reduced |
| Ci Investments Inc. | 3,989 | $479.0K | 0.00% | −872−17.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,974 | $477.5K | 0.10% | +10.0% | Added |
| Hanson & Doremus Investment Management | 3,973 | $477.0K | 0.10% | +289+7.8% | Added |
| Roundview Capital LLC | 3,968 | $476.8K | 0.05% | −10−0.3% | Reduced |
| Angeles Investment Advisors, LLC | 3,968 | $476.8K | 0.04% | +3,968 | New |