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
- 1,663
- +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
- 564 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 |
|---|---|---|---|---|---|
| First National Bank Sioux Falls | 3,184 | $382.6K | 0.23% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,452 | $381.8K | 0.18% | −282−7.6% | Reduced |
| Coastal Investment Advisors, Inc. | 4,001 | $381.6K | 0.09% | −285−6.6% | Reduced |
| Good Life Advisors, LLC | 3,173 | $381.3K | 0.04% | −21−0.7% | Reduced |
| Whalerock Point Partners, LLC | 3,171 | $381.0K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,159 | $379.6K | 0.04% | +435+16.0% | Added |
| Syon Capital LLC | 3,153 | $378.8K | 0.05% | +3,153 | New |
| Ronald Blue Trust, Inc. | 3,967 | $378.0K | 0.01% | +665+20.1% | Added |
| DRW Securities, LLC | 3,142 | $378.0K | 0.03% | −114−3.5% | Reduced |
| Beaton Management Co. Inc. | 3,145 | $378.0K | 0.25% | +14+0.4% | Added |
| Insigneo Advisory Services, LLC | 3,146 | $378.0K | 0.08% | −1,523−32.6% | Reduced |
| Capital Investment Advisors, LLC | 3,126 | $375.6K | 0.01% | +19+0.6% | Added |
| Laidlaw Wealth Management LLC | 3,122 | $375.1K | 0.12% | −331−9.6% | Reduced |
| Townsend Asset Management Corp | 3,117 | $374.5K | 0.19% | +10+0.3% | Added |
| Affinity Investment Advisors, LLC | 3,114 | $374.1K | 0.24% | −896−22.3% | Reduced |
| Angeles Wealth Management, LLC | 3,110 | $373.7K | 0.05% | +3+0.1% | Added |
| First Interstate Bank | 3,107 | $373.3K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,107 | $373.3K | 0.01% | +122+4.1% | Added |
| Brighton Jones LLC | 3,107 | $373.3K | 0.02% | +120+4.0% | Added |
| Kanawha Capital Management LLC | 3,085 | $370.7K | 0.04% | −57−1.8% | Reduced |
| Advisor OS, LLC | 3,078 | $369.8K | 0.06% | −6,089−66.4% | Reduced |
| Apriem Advisors | 3,067 | $368.5K | 0.05% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 3,066 | $368.4K | 0.13% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,051 | $366.6K | 0.02% | 00.0% | Unchanged |
| American National Bank | 3,050 | $366.5K | 0.06% | +2,338+328.4% | Added |
| Proequities, Inc. | 3,047 | $366.1K | 0.03% | +65+2.2% | Added |
| Groesbeck Investment Management Corp | 3,047 | $366.0K | 0.55% | −655−17.7% | Reduced |
| PDS Planning, Inc | 3,029 | $363.9K | 0.05% | +47+1.6% | Added |
| Magnus Financial Group LLC | 3,028 | $363.8K | 0.05% | −58−1.9% | Reduced |
| Empower Advisory Group, LLC | 3,026 | $363.6K | 0.00% | +72+2.4% | Added |
| GHP Investment Advisors, Inc. | 3,282 | $363.0K | 0.02% | −49−1.5% | Reduced |
| RMB Capital Management, LLC | 3,020 | $362.9K | 0.01% | +157+5.5% | Added |
| Callan Capital, LLC | 3,015 | $362.3K | 0.04% | +262+9.5% | Added |
| WBH Advisory Inc | 3,001 | $360.6K | 0.04% | +10.0% | Added |
| Cito Capital Group, LLC | 3,000 | $360.0K | 0.17% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,993 | $359.6K | 0.03% | +213+7.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $359.4K | 0.30% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,988 | $359.0K | 0.04% | +85+2.9% | Added |
| MSH Capital Advisors LLC | 2,979 | $357.9K | 0.14% | −127−4.1% | Reduced |
| Essex Financial Services, Inc. | 2,975 | $357.5K | 0.04% | +183+6.6% | Added |
| Foundations Investment Advisors, LLC | 2,969 | $356.7K | 0.01% | +174+6.2% | Added |
| Successful Portfolios LLC | 2,950 | $354.4K | 0.31% | −111−3.6% | Reduced |
| Financial Partners Group, LLC | 2,941 | $353.4K | 0.17% | +24+0.8% | Added |
| Empyrean Capital Partners, LP | 2,940 | $353.2K | 0.02% | +2,940 | New |
| Sofos Investments, Inc. | 4,371 | $352.9K | 0.01% | +4,276+4,501.1% | Added |
| Penserra Capital Management LLC | 2,925 | $350.0K | 0.01% | −52−1.7% | Reduced |
| Bank Ozk | 2,912 | $349.9K | 0.19% | −3,168−52.1% | Reduced |
| Steel Peak Wealth Management LLC | 2,909 | $349.5K | 0.02% | +792+37.4% | Added |
| Wedmont Private Capital | 3,139 | $349.1K | 0.04% | +270+9.4% | Added |
| Sound View Wealth Advisors Group, LLC | 2,905 | $349.0K | 0.04% | +583+25.1% | Added |
| Tiedemann Advisors, LLC | 2,904 | $348.9K | 0.01% | +184+6.8% | Added |
| Geller Advisors LLC | 2,902 | $348.7K | 0.04% | −44−1.5% | Reduced |
| Northcape Wealth Management, LLC | 2,886 | $346.8K | 0.13% | −358−11.0% | Reduced |
| Graypoint LLC | 2,884 | $346.5K | 0.03% | +2,884 | New |
| Fukoku Mutual Life Insurance Co | 2,880 | $346.0K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 2,855 | $343.0K | 0.15% | −348−10.9% | Reduced |
| Zions Bancorporation, N.A. | 2,850 | $342.4K | 0.03% | +2,318+435.7% | Added |
| Plancorp, LLC | 2,831 | $340.2K | 0.02% | +199+7.6% | Added |
| IVC Wealth Advisors LLC | 2,815 | $338.2K | 0.23% | +13+0.5% | Added |
| SBB Research Group LLC | 2,808 | $337.4K | 0.60% | +26+0.9% | Added |
| Everhart Financial Group, Inc. | 2,792 | $335.5K | 0.14% | +234+9.1% | Added |
| Harbour Investments, Inc. | 2,772 | $333.1K | 0.02% | +93+3.5% | Added |
| Engrave Wealth Partners LLC | 2,760 | $331.6K | 0.10% | +2,760 | New |
| Quarry LP | 2,757 | $331.3K | 0.21% | +2,757 | New |
| E&G Advisors, LP | 2,752 | $330.7K | 0.12% | −400−12.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,749 | $330.0K | 0.01% | +50+1.9% | Added |
| United Community Bank | 2,743 | $329.6K | 0.16% | +2,743 | New |
| Stiles Financial Services Inc | 2,738 | $329.0K | 0.17% | +19+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 2,735 | $328.6K | 0.08% | +2,735 | New |
| Nilsine Partners, LLC | 2,718 | $326.6K | 0.05% | −1,552−36.3% | Reduced |
| Transform Wealth, LLC | 2,698 | $324.2K | 0.03% | −479−15.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,697 | $324.0K | 0.07% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,693 | $323.6K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,690 | $323.2K | 0.16% | +13+0.5% | Added |
| Pflug Koory, LLC | 2,687 | $322.9K | 0.19% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,677 | $321.6K | 0.11% | 00.0% | Unchanged |
| Washington Trust Co | 2,675 | $321.4K | 0.01% | −1,125−29.6% | Reduced |
| Caxton Associates LP | 2,666 | $320.3K | 0.04% | +2,666 | New |
| LBMC Investment Advisors, LLC | 2,758 | $318.9K | 0.03% | +10.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,644 | $317.7K | 0.16% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,665 | $317.2K | 0.26% | +2+0.1% | Added |
| Capstone Investment Advisors, LLC | 2,630 | $316.0K | 0.01% | −12,823−83.0% | Reduced |
| Allegheny Financial Group LTD | 2,624 | $315.3K | 0.12% | +129+5.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $315.2K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,623 | $315.2K | 0.02% | +176+7.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,621 | $314.9K | 0.09% | −21−0.8% | Reduced |
| Basso Capital Management, L.P. | 2,612 | $313.8K | 0.35% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,602 | $312.6K | 0.22% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $312.4K | 0.00% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,600 | $312.0K | 0.06% | +2,600 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $311.9K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,586 | $311.0K | 0.15% | −569−18.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,586 | $310.7K | 0.03% | −66,223−96.2% | Reduced |
| Coastline Trust Co | 2,585 | $310.6K | 0.05% | −1,600−38.2% | Reduced |
| Hills Bank & Trust Co | 2,581 | $310.1K | 0.04% | +1,000+63.3% | Added |
| Warren Averett Asset Management, LLC | 2,580 | $310.0K | 0.01% | +2,580 | New |
| Moller Financial Services | 2,568 | $308.5K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,566 | $308.3K | 0.07% | −80−3.0% | Reduced |
| Denver Wealth Management, Inc. | 2,554 | $306.8K | 0.20% | +147+6.1% | Added |
| Summit Trail Advisors, LLC | 2,552 | $306.7K | 0.01% | +218+9.3% | Added |