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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 2,546 | $305.9K | 0.03% | −40−1.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $304.2K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,529 | $303.9K | 0.01% | +2,529 | New |
| Plimoth Trust Co LLC | 2,526 | $303.5K | 0.10% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,522 | $303.0K | 0.19% | −15−0.6% | Reduced |
| Beach Investment Counsel Inc | 2,510 | $302.0K | 0.04% | +2,510 | New |
| Acima Private Wealth, LLC | 2,500 | $300.4K | 0.13% | 00.0% | Unchanged |
| Goodwin Daniel L | 2,500 | $300.4K | 0.15% | +2,500 | New |
| Montag A & Associates Inc | 2,488 | $299.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,478 | $297.7K | 0.02% | +2,478 | New |
| Bray Capital Advisors | 2,466 | $296.3K | 0.09% | +246+11.1% | Added |
| Port Capital LLC | 2,460 | $296.0K | 0.02% | −157−6.0% | Reduced |
| Delta Financial Group, Inc. | 2,462 | $296.0K | 0.10% | +2,462 | New |
| Greytown Advisors Inc. | 2,463 | $295.9K | 0.17% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,460 | $295.6K | 0.10% | +252+11.4% | Added |
| Baker Avenue Asset Management, LP | 2,459 | $295.4K | 0.01% | +73+3.1% | Added |
| LaSalle St. Investment Advisors, LLC | 2,450 | $294.0K | 0.15% | −61−2.4% | Reduced |
| Trust Co of Virginia | 2,438 | $292.9K | 0.03% | +100+4.3% | Added |
| WBI Investments | 2,423 | $291.1K | 0.06% | +2,423 | New |
| Sutton Wealth Advisors Inc. | 2,405 | $289.0K | 0.14% | +16+0.7% | Added |
| Ballentine Partners, LLC | 2,403 | $288.7K | 0.01% | −486−16.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,400 | $288.4K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,399 | $288.2K | 0.06% | −3,582−59.9% | Reduced |
| Renasant Bank | 2,398 | $288.2K | 0.24% | +2,398 | New |
| Fermata Advisors, LLC | 2,396 | $288.0K | 0.08% | +2,396 | New |
| Merit Financial Group, LLC | 2,397 | $288.0K | 0.01% | +223+10.3% | Added |
| Measured Wealth Private Client Group, LLC | 2,395 | $287.8K | 0.12% | 00.0% | Unchanged |
| TCWP LLC | 2,389 | $287.1K | 0.22% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,385 | $286.6K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,380 | $286.0K | 0.03% | −20,371−89.5% | Reduced |
| Canal Capital Management, LLC | 2,379 | $285.8K | 0.06% | +22+0.9% | Added |
| SkyOak Wealth, LLC | 2,378 | $285.7K | 0.08% | +38+1.6% | Added |
| CWS Financial Advisors, LLC | 2,372 | $285.0K | 0.11% | 00.0% | Unchanged |
| Jacobs & Co | 2,366 | $284.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,359 | $284.0K | 0.21% | +59+2.6% | Added |
| Aries Wealth Management | 2,538 | $283.7K | 0.11% | +120+5.0% | Added |
| Marietta Investment Partners LLC | 2,360 | $283.6K | 0.08% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,356 | $283.1K | 0.03% | −153−6.1% | Reduced |
| Close Asset Management Ltd | 2,356 | $283.0K | 0.01% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,520 | $283.0K | 0.00% | +2,520 | New |
| Ethic Inc. | 2,347 | $282.0K | 0.01% | +159+7.3% | Added |
| Azimuth Capital Investment Management LLC | 2,343 | $281.5K | 0.01% | +44+1.9% | Added |
| Hurlow Wealth Management Group, Inc. | 2,337 | $280.8K | 0.12% | +4+0.2% | Added |
| Change Path, LLC | 2,334 | $280.0K | 0.02% | −1,253−34.9% | Reduced |
| Strategic Blueprint, LLC | 2,330 | $279.9K | 0.03% | +198+9.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $279.0K | 0.03% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,322 | $279.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,321 | $278.9K | 0.16% | +2,321 | New |
| Dorsey & Whitney Trust CO LLC | 2,320 | $278.7K | 0.02% | +12+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 2,315 | $278.2K | 0.01% | −25−1.1% | Reduced |
| NorthRock Partners, LLC | 2,313 | $277.9K | 0.03% | +2,313 | New |
| Covenant Asset Management, LLC | 2,310 | $277.5K | 0.09% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,304 | $276.8K | 0.01% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,302 | $276.6K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,295 | $275.7K | 0.02% | −130−5.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,294 | $275.6K | 0.10% | +150+7.0% | Added |
| HBW Advisory Services LLC | 2,288 | $275.0K | 0.06% | +2,288 | New |
| Baker Tilly Wealth Management, LLC | 2,274 | $273.2K | 0.05% | −2,652−53.8% | Reduced |
| Abacus Wealth Partners, LLC | 2,274 | $273.2K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,262 | $271.9K | 0.05% | −505−18.3% | Reduced |
| Aaron Wealth Advisors | 2,258 | $271.3K | 0.03% | +145+6.9% | Added |
| Donaldson Capital Management, LLC | 2,254 | $270.8K | 0.01% | −54−2.3% | Reduced |
| Evoke Wealth, LLC | 2,242 | $269.4K | 0.01% | +48+2.2% | Added |
| KLCM Advisors, Inc. | 2,237 | $268.8K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,233 | $268.3K | 0.02% | −308−12.1% | Reduced |
| Eudaimonia Partners, LLC | 2,229 | $267.8K | 0.06% | +2,229 | New |
| Beaumont Financial Advisors, LLC | 2,217 | $266.4K | 0.03% | −61−2.7% | Reduced |
| Cross Staff Investments Inc | 2,209 | $265.4K | 0.26% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,206 | $265.1K | 0.12% | +2,206 | New |
| TCI Wealth Advisors, Inc. | 2,200 | $264.3K | 0.03% | +2+0.1% | Added |
| Shufro Rose & Co LLC | 2,199 | $264.2K | 0.03% | 00.0% | Unchanged |
| Leisure Capital Management | 2,198 | $264.1K | 0.15% | −51−2.3% | Reduced |
| First Citizens Bank & Trust Co | 2,194 | $263.6K | 0.01% | +2,194 | New |
| Tarbox Family Office, Inc. | 2,191 | $263.2K | 0.05% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,189 | $263.0K | 0.23% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,186 | $263.0K | 0.06% | −143−6.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,185 | $263.0K | 0.20% | 00.0% | Unchanged |
| Thomasville National Bank | 2,183 | $262.3K | 0.03% | +29+1.3% | Added |
| Gilman Hill Asset Management, LLC | 2,178 | $261.7K | 0.05% | −59−2.6% | Reduced |
| Fulton Bank, N.A. | 2,169 | $260.6K | 0.01% | +63+3.0% | Added |
| Cornerstone Wealth Group, LLC | 2,168 | $260.5K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,156 | $259.1K | 0.07% | −98−4.3% | Reduced |
| Eads & Heald Wealth Management | 2,156 | $259.0K | 0.14% | −195−8.3% | Reduced |
| Baldwin Brothers Inc | 2,143 | $257.5K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,143 | $257.5K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 2,143 | $257.5K | 0.13% | +2,143 | New |
| Cutter & CO Brokerage, Inc. | 2,141 | $257.3K | 0.08% | +3+0.1% | Added |
| Willis Johnson & Associates, Inc. | 2,134 | $256.4K | 0.03% | −189−8.1% | Reduced |
| North Star Asset Management Inc | 2,129 | $255.8K | 0.01% | +2,129 | New |
| Spears Abacus Advisors LLC | 2,123 | $255.1K | 0.02% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,097 | $252.0K | 0.16% | −104−4.7% | Reduced |
| Sandy Cove Advisors, LLC | 2,089 | $251.0K | 0.15% | +2,089 | New |
| Delta Investment Management, LLC | 2,083 | $250.3K | 0.07% | +2,083 | New |
| Websterrogers Financial Advisors, LLC | 2,068 | $248.5K | 0.11% | +2,068 | New |
| Fortune Financial Advisors, LLC | 2,060 | $247.5K | 0.19% | +2,060 | New |
| First Business Financial Services, Inc. | 2,058 | $247.3K | 0.03% | −138−6.3% | Reduced |
| Aigen Investment Management, LP | 2,056 | $247.0K | 0.05% | −47,245−95.8% | Reduced |
| Choate Investment Advisors | 2,052 | $246.5K | 0.01% | +2,052 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,048 | $246.1K | 0.05% | −102−4.7% | Reduced |
| Eagle Global Advisors LLC | 2,041 | $245.2K | 0.02% | +2,041 | New |