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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 666 | $80.0K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 669 | $80.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 644 | $77.4K | 0.01% | −81−11.2% | Reduced |
| Prestige Wealth Management Group LLC | 643 | $77.3K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 640 | $76.9K | 0.08% | −65−9.2% | Reduced |
| Loomis Sayles & Co L P | 634 | $76.0K | 0.00% | +64+11.2% | Added |
| Salomon & Ludwin, LLC | 623 | $74.9K | 0.01% | +623 | New |
| Quantbot Technologies LP | 608 | $73.1K | 0.00% | −1,708−73.7% | Reduced |
| Spotlight Asset Group, Inc. | 605 | $72.7K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 603 | $72.5K | 0.01% | −11−1.8% | Reduced |
| Legend Financial Advisors, Inc. | 601 | $72.2K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 597 | $71.7K | 0.00% | +181+43.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 579 | $69.6K | 0.06% | −456−44.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 573 | $69.0K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $69.0K | 0.05% | 00.0% | Unchanged |
| Lee Financial Co | 565 | $67.9K | 0.01% | +66+13.2% | Added |
| Baystate Wealth Management LLC | 564 | $67.9K | 0.01% | +5+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 541 | $65.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 538 | $65.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 524 | $63.0K | 0.04% | +4+0.8% | Added |
| Key Financial Inc | 517 | $62.1K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 511 | $61.4K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $60.1K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 465 | $55.9K | 0.01% | +150+47.6% | Added |
| Rational Advisors LLC | 461 | $55.4K | 0.01% | +461 | New |
| AlphaMark Advisors, LLC | 445 | $53.0K | 0.02% | −25−5.3% | Reduced |
| DB Wealth Management Group, LLC | 435 | $52.3K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 425 | $50.6K | 0.01% | +425 | New |
| Kelly Financial Services LLC | 397 | $47.7K | 0.02% | +14+3.7% | Added |
| PrairieView Partners, LLC | 383 | $46.0K | 0.01% | −13−3.3% | Reduced |
| Evolution Advisers, Inc. | 383 | $46.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 376 | $45.1K | 0.01% | +8+2.2% | Added |
| Cassady Schiller Wealth Management, LLC | 363 | $43.6K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 359 | $43.0K | 0.02% | +11+3.2% | Added |
| Norwood Financial Corp | 355 | $42.7K | 0.07% | 00.0% | Unchanged |
| Rogco, LP | 350 | $42.1K | 0.02% | +350 | New |
| First Financial Corp | 345 | $41.5K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 326 | $39.2K | 0.03% | +326 | New |
| WFA of San Diego, LLC | 319 | $38.3K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 317 | $38.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 316 | $38.0K | 0.01% | +2+0.6% | Added |
| New England Capital Financial Advisors LLC | 313 | $37.6K | 0.03% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 306 | $36.8K | 0.01% | +138+82.1% | Added |
| Hoese & Co LLP | 302 | $36.3K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $36.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $35.9K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 324 | $35.5K | 0.02% | +75+30.1% | Added |
| Brown, Lisle/Cummings, Inc. | 275 | $33.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 263 | $31.6K | 0.01% | +16+6.5% | Added |
| Cornerstone Planning Group LLC | 263 | $31.5K | 0.01% | +151+134.8% | Added |
| CNB Bank | 257 | $30.9K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 257 | $30.9K | 0.00% | −4,001−94.0% | Reduced |
| AXS Investments LLC | 255 | $30.6K | 0.01% | −223−46.7% | Reduced |
| Atlantic Trust, LLC | 250 | $30.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 290 | $27.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 230 | $27.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $27.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 219 | $26.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 215 | $25.8K | 0.00% | −5−2.3% | Reduced |
| Founders Capital Management | 215 | $25.8K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $25.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 210 | $25.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 199 | $23.9K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 196 | $23.5K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $22.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 186 | $22.3K | 0.01% | +7+3.9% | Added |
| West Branch Capital LLC | 184 | $22.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 180 | $22.0K | 0.00% | +6+3.4% | Added |
| PFG Private Wealth Management, LLC | 182 | $21.9K | 0.02% | −134−42.4% | Reduced |
| Heritage Wealth Advisors | 179 | $21.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 176 | $21.1K | 0.01% | +80+83.3% | Added |
| Hallmark Capital Management Inc | 175 | $21.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $21.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $21.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $21.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 174 | $20.9K | 0.00% | +104+148.6% | Added |
| Raleigh Capital Management Inc. | 171 | $20.5K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $20.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 163 | $19.6K | 0.00% | +1+0.6% | Added |
| Assetmark, Inc | 163 | $19.6K | 0.00% | +101+162.9% | Added |
| Legacy Bridge, LLC | 161 | $19.3K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 160 | $19.2K | 0.00% | −15,444−99.0% | Reduced |
| Atticus Wealth Management, LLC | 160 | $19.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 160 | $19.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 159 | $19.1K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 162 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 158 | $19.0K | 0.01% | +158 | New |
| Global Wealth Management Investment Advisory, Inc. | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 150 | $18.0K | 0.00% | +150 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | $17.8K | 0.01% | +148 | New |
| Horizon Bancorp Inc | 144 | $17.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 136 | $16.4K | 0.01% | −271−66.6% | Reduced |
| Stephens Consulting, LLC | 133 | $16.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $15.0K | 0.01% | +125 | New |
| LMR Partners LLP | 124 | $14.9K | 0.00% | −61,396−99.8% | Reduced |