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 |
|---|---|---|---|---|---|
| Harrell Investment Partners, LLC | 1,729 | $205.8K | 0.07% | +1,729 | New |
| Winton Group Ltd | 1,704 | $204.7K | 0.02% | +1,704 | New |
| Heritage Wealth Management, Inc./Texas | 1,700 | $204.2K | 0.19% | +1,700 | New |
| Per Stirling Capital Management, LLC. | 1,684 | $202.3K | 0.04% | +1,684 | New |
| Patton Albertson Miller Group, LLC | 1,680 | $201.9K | 0.04% | +1,680 | New |
| Reuter James Wealth Management, LLC | 1,677 | $201.5K | 0.15% | +1,677 | New |
| Little House Capital LLC | 1,676 | $201.4K | 0.08% | +1,676 | New |
| Keel Point, LLC | 1,671 | $200.8K | 0.03% | +1,671 | New |
| Bard Financial Services, Inc. | 1,670 | $200.7K | 0.02% | +1,670 | New |
| Aspire Private Capital, LLC | 1,669 | $200.5K | 0.07% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,668 | $200.4K | 0.01% | +1,668 | New |
| Beese Fulmer Investment Management, Inc. | 1,668 | $200.4K | 0.02% | +1,668 | New |
| Cahill Financial Advisors Inc | 1,667 | $200.3K | 0.03% | +1,667 | New |
| Greenwood Gearhart Inc | 1,665 | $200.1K | 0.02% | +1,665 | New |
| Vestor Capital, LLC | 1,647 | $198.0K | 0.02% | −62−3.6% | Reduced |
| Perkins Coie Trust Co | 1,640 | $197.0K | 0.06% | +1,640 | New |
| Contravisory Investment Management, Inc. | 1,626 | $195.4K | 0.06% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,601 | $192.4K | 0.00% | +100+6.7% | Added |
| Compass Wealth Management LLC | 1,591 | $191.2K | 0.06% | +112+7.6% | Added |
| Arlington Partners LLC | 1,576 | $189.4K | 0.08% | +328+26.3% | Added |
| Arlington Trust Co LLC | 1,576 | $189.4K | 0.08% | +1,576 | New |
| Westside Investment Management, Inc. | 1,571 | $188.8K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,560 | $187.0K | 0.07% | +569+57.4% | Added |
| Caldwell Sutter Capital, Inc. | 1,550 | $186.3K | 0.10% | −14−0.9% | Reduced |
| Tompkins Financial Corp | 1,544 | $185.5K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,500 | $180.2K | 0.05% | +186+14.2% | Added |
| HHM Wealth Advisors, LLC | 1,459 | $175.3K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,421 | $171.0K | 0.02% | −501−26.1% | Reduced |
| Manchester Capital Management LLC | 1,417 | $170.3K | 0.03% | +13+0.9% | Added |
| Compagnie Lombard Odier SCmA | 1,413 | $169.8K | 0.00% | −2,000−58.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,406 | $168.9K | 0.08% | +251+21.7% | Added |
| Alta Advisers Ltd | 1,400 | $168.2K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,374 | $165.1K | 0.03% | +30+2.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $163.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,318 | $158.4K | 0.07% | +332+33.7% | Added |
| Tanglewood Legacy Advisors, LLC | 1,312 | $157.6K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,295 | $155.6K | 0.02% | −60−4.4% | Reduced |
| Peoples Bank | 1,280 | $153.8K | 0.13% | +1,280 | New |
| Financial Management Professionals, Inc. | 1,270 | $153.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $153.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,249 | $150.1K | 0.09% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,245 | $149.6K | 0.03% | +1,245 | New |
| Capital Advisors, Ltd. LLC | 1,241 | $149.0K | 0.02% | +1+0.1% | Added |
| Carolinas Wealth Consulting LLC | 1,305 | $148.9K | 0.04% | −114−8.0% | Reduced |
| Covestor Ltd | 1,232 | $148.0K | 0.11% | −88−6.7% | Reduced |
| Steward Financial Group LLC | 1,235 | $148.0K | 0.05% | −14−1.1% | Reduced |
| Grove Bank & Trust | 1,212 | $145.6K | 0.03% | +97+8.7% | Added |
| Centennial Bank | 1,194 | $143.5K | 0.10% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,122 | $134.8K | 0.09% | −900−44.5% | Reduced |
| Riverview Trust Co | 1,119 | $134.4K | 0.12% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,083 | $130.1K | 0.10% | +12+1.1% | Added |
| RVW Wealth, LLC | 1,074 | $129.0K | 0.02% | +1,074 | New |
| Pittenger & Anderson Inc | 1,052 | $126.4K | 0.01% | −36−3.3% | Reduced |
| Hantz Financial Services, Inc. | 1,042 | $125.0K | 0.00% | +20+2.0% | Added |
| McIlrath & Eck, LLC | 1,038 | $124.7K | 0.03% | +115+12.5% | Added |
| Armstrong Advisory Group, Inc | 1,032 | $124.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,028 | $123.6K | 0.01% | +349+51.4% | Added |
| Chiron Investment Management, LLC | 1,026 | $123.3K | 0.05% | +1,026 | New |
| AdvisorNet Financial, Inc | 1,007 | $121.0K | 0.01% | −300−23.0% | Reduced |
| Mechanics Financial Corp | 1,000 | $120.2K | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 999 | $120.0K | 0.01% | −3,228−76.4% | Reduced |
| Larson Financial Group LLC | 989 | $118.8K | 0.01% | −40−3.9% | Reduced |
| Global Financial Private Client, LLC | 987 | $117.5K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 982 | $117.0K | 0.03% | −441−31.0% | Reduced |
| Global Trust Asset Management, LLC | 964 | $115.8K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $115.3K | 0.07% | +100+11.6% | Added |
| Evermay Wealth Management LLC | 900 | $108.1K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 900 | $108.1K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 900 | $108.0K | 0.08% | +300+50.0% | Added |
| ORG Partners LLC | 888 | $106.7K | 0.03% | −42−4.5% | Reduced |
| Stonebridge Capital Advisors LLC | 885 | $106.3K | 0.01% | 00.0% | Unchanged |
| Ossiam | 848 | $101.9K | 0.00% | +848 | New |
| Optimum Investment Advisors | 838 | $100.7K | 0.05% | 00.0% | Unchanged |
| Motco | 834 | $100.2K | 0.01% | −19−2.2% | Reduced |
| WR Wealth Planners, LLC | 833 | $100.0K | 0.04% | −30−3.5% | Reduced |
| City State Bank | 831 | $100.0K | 0.06% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 819 | $98.0K | 0.09% | +4+0.5% | Added |
| Oakworth Capital, Inc. | 797 | $95.8K | 0.01% | −10−1.2% | Reduced |
| First Horizon Advisors, Inc. | 788 | $94.7K | 0.00% | −228−22.4% | Reduced |
| Versant Capital Management, Inc | 785 | $94.3K | 0.03% | −4−0.5% | Reduced |
| State of Wyoming | 782 | $94.0K | 0.02% | −724−48.1% | Reduced |
| JFS Wealth Advisors, LLC | 781 | $93.9K | 0.01% | +62+8.6% | Added |
| MV Capital Management, Inc. | 753 | $90.5K | 0.01% | +17+2.3% | Added |
| Missouri Trust & Investment Co | 749 | $90.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 739 | $89.0K | 0.02% | +65+9.6% | Added |
| General Partner, Inc. | 740 | $88.9K | 0.08% | 00.0% | Unchanged |
| First Personal Financial Services | 738 | $88.7K | 0.02% | +738 | New |
| Glassman Wealth Services | 736 | $88.4K | 0.01% | −10−1.3% | Reduced |
| Dakota Community Bank & Trust NA | 728 | $87.5K | 0.56% | 00.0% | Unchanged |
| Gleason Group, Inc. | 723 | $86.9K | 0.02% | +7+1.0% | Added |
| Concord Wealth Partners | 723 | $86.8K | 0.02% | −6,295−89.7% | Reduced |
| Godsey & Gibb Associates | 722 | $86.7K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 717 | $86.2K | 0.00% | +34+5.0% | Added |
| Harvest Fund Management Co., Ltd | 717 | $86.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 711 | $85.4K | 0.07% | −11−1.5% | Reduced |
| Addison Advisors LLC | 702 | $84.3K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 684 | $82.2K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $81.9K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 675 | $81.1K | 0.06% | +675 | New |
| Miller Wealth Advisors, LLC | 673 | $80.8K | 0.06% | +4+0.6% | Added |