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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,960 | $475.8K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,954 | $475.1K | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,950 | $474.6K | 0.08% | 00.0% | Unchanged |
| JT Stratford LLC | 3,949 | $474.5K | 0.12% | −86−2.1% | Reduced |
| Focus Financial Network, Inc. | 3,942 | $473.7K | 0.03% | +1,040+35.8% | Added |
| Mayflower Financial Advisors, LLC | 3,928 | $472.0K | 0.07% | −82−2.0% | Reduced |
| PFG Advisors | 3,893 | $467.7K | 0.04% | −888−18.6% | Reduced |
| KCM Investment Advisors LLC | 3,892 | $467.6K | 0.02% | +50+1.3% | Added |
| Blackston Financial Advisory Group, LLC | 3,888 | $467.2K | 0.33% | −242−5.9% | Reduced |
| Goodman Financial Corp | 3,813 | $458.1K | 0.13% | 00.0% | Unchanged |
| SCP Investment, LP | 3,812 | $458.0K | 0.35% | +3,812 | New |
| Portside Wealth Group, LLC | 3,818 | $458.0K | 0.09% | −154−3.9% | Reduced |
| Perigon Wealth Management, LLC | 3,811 | $457.9K | 0.02% | −2,238−37.0% | Reduced |
| Orleans Capital Management Corp | 3,810 | $457.8K | 0.34% | 00.0% | Unchanged |
| Spinnaker Trust | 3,808 | $457.5K | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,800 | $456.6K | 0.05% | +169+4.7% | Added |
| Strategy Asset Managers LLC | 3,799 | $456.4K | 0.12% | −113−2.9% | Reduced |
| Energy Income Partners, LLC | 3,791 | $455.5K | 0.01% | +391+11.5% | Added |
| IFG Advisory, LLC | 3,787 | $455.0K | 0.04% | +3,787 | New |
| Welch Group, LLC | 3,770 | $452.9K | 0.03% | +14+0.4% | Added |
| Lazard Asset Management LLC | 3,774 | $452.0K | 0.00% | +3,547+1,562.6% | Added |
| Brandywine Oak Private Wealth LLC | 3,747 | $450.2K | 0.05% | −168−4.3% | Reduced |
| Gryphon Financial Partners LLC | 3,740 | $449.3K | 0.11% | +3+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 3,725 | $447.6K | 0.10% | −18,395−83.2% | Reduced |
| Old Point Trust & Financial Services N A | 3,703 | $444.9K | 0.20% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,664 | $440.2K | 0.43% | +1,867+103.9% | Added |
| Beaird Harris Wealth Management, LLC | 3,658 | $439.5K | 0.05% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,637 | $437.0K | 0.00% | −147,359−97.6% | Reduced |
| Spinnaker Investment Group, LLC | 3,636 | $436.9K | 0.15% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,630 | $436.1K | 0.15% | +250+7.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,624 | $435.4K | 0.03% | −142−3.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,611 | $433.9K | 0.07% | −254−6.6% | Reduced |
| BKD Wealth Advisors, LLC | 3,606 | $433.3K | 0.01% | −306−7.8% | Reduced |
| Freestone Capital Holdings, LLC | 3,602 | $432.8K | 0.02% | −28−0.8% | Reduced |
| Whittier Trust Co | 3,600 | $432.5K | 0.01% | +73+2.1% | Added |
| Stockman Wealth Management, Inc. | 3,580 | $430.1K | 0.09% | +14+0.4% | Added |
| Private Portfolio Partners LLC | 3,573 | $429.3K | 0.11% | −1,012−22.1% | Reduced |
| AdvisorShares Investments LLC | 3,559 | $427.6K | 0.11% | +3,559 | New |
| Keebeck Alpha, LP | 3,552 | $426.8K | 0.42% | +3,552 | New |
| Diametric Capital, LP | 3,544 | $425.8K | 0.18% | +3,544 | New |
| Harbor Advisors LLC | 3,541 | $425.5K | 0.09% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,540 | $425.4K | 0.30% | +10.0% | Added |
| Vectors Research Management, LLC | 3,531 | $425.0K | 0.14% | −97−2.7% | Reduced |
| Joel Isaacson & Co., LLC | 3,535 | $424.7K | 0.03% | +12+0.3% | Added |
| MTM Investment Management, LLC | 3,530 | $424.1K | 0.21% | +100+2.9% | Added |
| Courier Capital LLC | 3,528 | $423.9K | 0.04% | −100−2.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,552 | $423.3K | 0.23% | 00.0% | Unchanged |
| Insight Folios Inc | 3,517 | $422.6K | 0.21% | −524−13.0% | Reduced |
| Corbyn Investment Management Inc | 3,516 | $422.4K | 0.22% | 00.0% | Unchanged |
| CSS LLC | 3,500 | $420.5K | 0.04% | +1,000+40.0% | Added |
| PFG Investments, LLC | 3,497 | $420.2K | 0.08% | −232−6.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $419.2K | 0.00% | −847−19.3% | Reduced |
| Ballew Advisors, Inc | 3,790 | $418.7K | 0.34% | +10.0% | Added |
| Athena Investment Management | 3,477 | $417.8K | 0.30% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 3,476 | $417.7K | 0.18% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,476 | $417.6K | 0.05% | +22+0.6% | Added |
| Wealthsource Partners, LLC | 3,475 | $417.5K | 0.03% | +17+0.5% | Added |
| ARS Investment Partners, LLC | 3,475 | $417.5K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 3,447 | $414.2K | 0.25% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,443 | $413.7K | 0.29% | +44+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,428 | $411.9K | 0.02% | +426+14.2% | Added |
| Davidson Trust Co | 3,426 | $411.6K | 0.31% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,425 | $411.5K | 0.10% | −345−9.2% | Reduced |
| Chicago Trust Co NA | 3,423 | $411.3K | 0.10% | +10+0.3% | Added |
| Drive Wealth Management, LLC | 3,416 | $410.5K | 0.15% | +161+4.9% | Added |
| KLR Investment Advisors, LLC | 4,048 | $410.4K | 0.37% | −393−8.8% | Reduced |
| CX Institutional | 3,406 | $409.2K | 0.02% | −30,676−90.0% | 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 |
| Abacus Planning Group, Inc. | 3,372 | $405.1K | 0.10% | −60−1.7% | Reduced |
| Cadinha & Co LLC | 3,370 | $404.9K | 0.09% | +20+0.6% | Added |
| Jackson Hole Capital Partners, LLC | 3,347 | $402.1K | 0.12% | −1,527−31.3% | Reduced |
| Powers Advisory Group, LLC | 3,343 | $401.7K | 0.27% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,337 | $400.9K | 0.21% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 3,334 | $400.6K | 0.51% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,332 | $400.3K | 0.06% | −76−2.2% | Reduced |
| Allen Investment Management LLC | 3,318 | $398.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,312 | $397.9K | 0.20% | +1,408+73.9% | Added |
| Paragon Capital Management Ltd | 3,310 | $397.8K | 0.09% | −110−3.2% | Reduced |
| 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 |
| Tennessee Valley Asset Management Partners | 3,299 | $396.3K | 0.13% | +25+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,294 | $395.8K | 0.00% | −32,046−90.7% | Reduced |
| Capital Analysts, LLC | 3,285 | $395.0K | 0.02% | −7−0.2% | Reduced |
| Brown Brothers Harriman & Co | 3,287 | $394.9K | 0.00% | +1,210+58.3% | Added |
| Van Strum & Towne Inc. | 3,281 | $394.2K | 0.17% | +3,281 | New |
| Tanager Wealth Management LLP | 3,280 | $394.1K | 0.08% | +3+0.1% | Added |
| Blue Edge Capital, LLC | 3,270 | $392.9K | 0.08% | +4+0.1% | Added |
| Two Sigma Securities, LLC | 3,262 | $391.9K | 0.02% | −7,538−69.8% | Reduced |
| Westwood Holdings Group Inc. | 3,251 | $391.0K | 0.00% | +65+2.0% | Added |
| Uncommon Cents Investing LLC | 3,252 | $390.7K | 0.14% | +725+28.7% | Added |
| Ambassador Advisors, LLC | 3,414 | $389.7K | 0.09% | −797−18.9% | Reduced |
| Green Square Capital Advisors LLC | 3,242 | $389.5K | 0.05% | +10+0.3% | Added |
| M&R Capital Management Inc | 3,238 | $389.0K | 0.11% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,204 | $385.0K | 0.06% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,197 | $384.0K | 0.10% | +3,197 | New |
| Trust Co of Oklahoma | 3,190 | $383.3K | 0.15% | 00.0% | Unchanged |
| Weik Capital Management | 3,190 | $383.3K | 0.19% | −1,030−24.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,186 | $382.8K | 0.04% | +14+0.4% | Added |