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 |
|---|---|---|---|---|---|
| Cabot Wealth Management Inc | 2,035 | $245.0K | 0.04% | +2,035 | New |
| Waters Parkerson & Co., LLC | 2,042 | $245.0K | 0.01% | +2,042 | New |
| Sentry LLC | 2,039 | $245.0K | 0.05% | +2,039 | New |
| Consolidated Planning Corp | 2,037 | $244.7K | 0.05% | +2,037 | New |
| Defender Capital, LLC. | 2,036 | $244.6K | 0.09% | +2,036 | New |
| Gallacher Capital Management LLC | 2,036 | $244.6K | 0.15% | −2,354−53.6% | Reduced |
| Sentinel Trust Co Lba | 2,034 | $244.0K | 0.03% | +2,034 | New |
| McGowan Group Asset Management, Inc. | 2,019 | $242.5K | 0.04% | +2,019 | New |
| Financial Management Network Inc | 2,190 | $242.0K | 0.08% | +2,190 | New |
| Murphy Pohlad Asset Management LLC | 2,005 | $240.9K | 0.11% | +2,005 | New |
| TD Capital Management LLC | 2,000 | $240.4K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $240.3K | 0.02% | +2,000 | New |
| AlphaCentric Advisors LLC | 1,999 | $240.2K | 0.14% | −247−11.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,996 | $239.8K | 0.27% | +1,996 | New |
| Destination Wealth Management | 1,986 | $238.6K | 0.01% | +1,986 | New |
| Front Row Advisors LLC | 1,979 | $237.8K | 0.11% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,978 | $237.7K | 0.03% | −200−9.2% | Reduced |
| Asset Dedication, LLC | 1,966 | $237.0K | 0.02% | +600+43.9% | Added |
| Jones Financial Companies LLLP | 1,970 | $236.7K | 0.00% | −89−4.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,962 | $235.7K | 0.20% | +1,962 | New |
| Cassaday & Co Wealth Management LLC | 1,958 | $235.2K | 0.01% | +1,958 | New |
| Dumont & Blake Investment Advisors LLC | 1,957 | $235.0K | 0.08% | +1,957 | New |
| American Trust Investment Advisors, LLC | 1,955 | $234.9K | 0.13% | +1,955 | New |
| Sage Mountain Advisors LLC | 1,954 | $234.8K | 0.03% | +1,954 | New |
| St Germain D J Co Inc | 1,951 | $234.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,948 | $234.1K | 0.11% | −442−18.5% | Reduced |
| Bath Savings Trust Co | 1,948 | $234.1K | 0.03% | +1,948 | New |
| Aldebaran Financial Inc. | 1,945 | $233.7K | 0.38% | −550−22.0% | Reduced |
| Hoylecohen, LLC | 1,943 | $233.5K | 0.02% | +1,943 | New |
| William Blair Investment Management, LLC | 1,939 | $233.0K | 0.00% | +1,939 | New |
| Trillium Asset Management, LLC | 1,930 | $232.0K | 0.01% | +1,930 | New |
| Guardian Capital Advisors LP | 2,088 | $231.2K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,092 | $231.1K | 0.01% | +78+3.9% | Added |
| Soltis Investment Advisors LLC | 1,922 | $231.0K | 0.03% | +1,922 | New |
| Lokken Investment Group LLC | 1,920 | $230.7K | 0.15% | +1,920 | New |
| Liberty Wealth Management LLC | 1,914 | $230.0K | 0.06% | +1,914 | New |
| CWA Asset Management Group, LLC | 1,908 | $229.2K | 0.02% | −4,129−68.4% | Reduced |
| Next Capital Management LLC | 1,904 | $228.8K | 0.10% | +1,904 | New |
| Bond & Devick Financial Network, Inc. | 1,902 | $228.5K | 0.15% | +1,902 | New |
| Investment Advisory Services Inc | 1,901 | $228.4K | 0.10% | +1,901 | New |
| Pallas Capital Advisors LLC | 2,031 | $228.4K | 0.01% | +2,031 | New |
| Cornerstone Retirement Group, Inc. | 1,900 | $228.3K | 0.07% | +1,900 | New |
| Legacy Capital Wealth Partners, LLC | 1,894 | $227.6K | 0.06% | +1,894 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $227.3K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,892 | $227.3K | 0.01% | +1,892 | New |
| Carmichael Hill & Associates, Inc. | 1,890 | $227.1K | 0.11% | +9+0.5% | Added |
| Zullo Investment Group, Inc. | 1,888 | $226.9K | 0.13% | +1,888 | New |
| Tradition Wealth Management, LLC | 1,877 | $226.0K | 0.03% | +7+0.4% | Added |
| Columbia Asset Management | 1,878 | $226.0K | 0.05% | +1,878 | New |
| Parkside Financial Bank & Trust | 1,879 | $225.8K | 0.05% | +145+8.4% | Added |
| Broderick Brian C | 1,875 | $225.3K | 0.06% | +1,875 | New |
| Ignite Planners, LLC | 2,050 | $224.4K | 0.07% | +3+0.1% | Added |
| Tranquility Partners, LLC | 1,866 | $224.2K | 0.10% | +1,866 | New |
| Naples Global Advisors, LLC | 1,865 | $224.1K | 0.03% | +1,865 | New |
| Redwood Wealth Management Group, LLC | 1,863 | $223.8K | 0.26% | +1,863 | New |
| Lloyd Advisory Services, LLC. | 1,860 | $223.5K | 0.07% | +1,860 | New |
| Norden Group LLC | 1,860 | $223.5K | 0.07% | +1,860 | New |
| WealthBridge Capital Management, LLC | 1,856 | $223.1K | 0.09% | +1,856 | New |
| Nicholas Hoffman & Company, LLC. | 1,850 | $222.3K | 0.02% | +1,850 | New |
| Southland Equity Partners LLC | 1,840 | $221.1K | 0.08% | +1,840 | New |
| Morris Retirement Advisors, LLC | 1,837 | $220.8K | 0.16% | −1,003−35.3% | Reduced |
| ABLE Financial Group, LLC | 1,836 | $220.6K | 0.11% | −973−34.6% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $220.1K | 0.06% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,832 | $220.1K | 0.10% | +1,832 | New |
| Nemes Rush Group LLC | 1,831 | $220.0K | 0.04% | +165+9.9% | Added |
| Cedar Brook Financial Partners, LLC | 1,824 | $219.2K | 0.06% | +1,824 | New |
| Mma Asset Management LLC | 1,824 | $219.2K | 0.13% | −289−13.7% | Reduced |
| Centaurus Financial, Inc. | 1,817 | $218.0K | 0.02% | −453−20.0% | Reduced |
| Wolff Financial Management LLC | 1,815 | $218.0K | 0.07% | +1,815 | New |
| Wambolt & Associates, LLC | 1,825 | $217.2K | 0.08% | +1,825 | New |
| VeraBank, N.A. | 1,802 | $216.5K | 0.08% | +1,802 | New |
| First National Corp | 1,801 | $216.4K | 0.06% | +1,801 | New |
| Signature Wealth Management Partners, LLC | 1,800 | $216.3K | 0.21% | +1,800 | New |
| Seven Eight Capital, LP | 1,799 | $216.2K | 0.03% | −19,275−91.5% | Reduced |
| Schechter Investment Advisors, LLC | 1,799 | $216.2K | 0.02% | +1,799 | New |
| Diversified, LLC | 1,797 | $215.9K | 0.06% | +1,797 | New |
| Alpha Financial Partners, LLC | 1,795 | $215.6K | 0.25% | +1,795 | New |
| 180 Wealth Advisors, LLC | 1,794 | $215.6K | 0.05% | +1,794 | New |
| Legacy Private Trust Co. | 1,794 | $215.5K | 0.02% | −456−20.3% | Reduced |
| Capital Market Strategies LLC | 1,863 | $215.4K | 0.21% | +1,863 | New |
| Werba Rubin Papier Wealth Management | 1,791 | $215.2K | 0.08% | +1,791 | New |
| Viawealth, LLC | 1,785 | $214.4K | 0.16% | +1,785 | New |
| Summit Asset Management, LLC | 1,779 | $213.8K | 0.06% | +1,779 | New |
| Central Bank & Trust Co | 1,776 | $213.4K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $213.0K | 0.07% | +1,773 | New |
| Hourglass Capital, LLC | 1,770 | $212.7K | 0.08% | +1,770 | New |
| Northwest Quadrant Wealth Management, LLC | 1,768 | $212.5K | 0.06% | +1,768 | New |
| Cherry Tree Wealth Management, LLC | 1,766 | $212.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,765 | $212.1K | 0.12% | +1,765 | New |
| Great Diamond Partners, LLC | 1,764 | $211.9K | 0.06% | +1,764 | New |
| Vicus Capital | 1,763 | $211.9K | 0.02% | +1,763 | New |
| Moody Lynn & Lieberson, LLC | 1,755 | $210.9K | 0.02% | +1,755 | New |
| Crestmont Private Wealth LLC | 1,749 | $210.1K | 0.13% | +1,749 | New |
| Endowment Wealth Management, Inc. | 1,748 | $210.0K | 0.19% | +1,748 | New |
| Bank of New Hampshire | 1,742 | $209.3K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 1,739 | $208.9K | 0.05% | +1,739 | New |
| Exchange Traded Concepts, LLC | 1,727 | $207.5K | 0.01% | +1,683+3,825.0% | Added |
| Sunbelt Securities, Inc. | 1,725 | $207.3K | 0.03% | +109+6.7% | Added |
| NovaPoint Capital, LLC | 1,721 | $206.8K | 0.08% | +1,721 | New |
| Curi Capital | 1,720 | $206.7K | 0.03% | +1,720 | New |