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Livermore
Livermore
ZHEN

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; 2,108 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.

Institutional holdersQ3 2023: 1,663 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ3 2023: $38.5B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2023.

Institutions holding PSX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
New Millennium Group LLC122$14.6K0.01%+1+0.8%Added
Focused Wealth Management, Inc119$14.3K0.00%00.0%Unchanged
Truvestments Capital LLC118$14.2K0.01%00.0%Unchanged
Carmel Capital Partners, LLC115$13.8K0.01%+115New
First Community Trust NA111$13.3K0.02%00.0%Unchanged
LGT Financial Advisors LLC104$12.5K0.02%+104New
Kenfarb & Co.104$12.5K0.01%00.0%Unchanged
Level Financial Advisors, Inc.101$12.1K0.01%00.0%Unchanged
Abound Wealth Management100$12.1K0.01%+33+49.3%Added
Barrett & Company, Inc.99$11.9K0.01%00.0%Unchanged
Raffa Wealth Management, LLC96$11.5K0.00%00.0%Unchanged
J.Safra Asset Management Corp92$11.1K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC77$9.25K0.01%+77New
PSI Advisors, LLC75$9.01K0.00%−6−7.4%Reduced
HighMark Wealth Management LLC72$8.62K0.01%+1+1.4%Added
Bogart Wealth, LLC65$7.81K0.00%−1−1.5%Reduced
Financial Perspectives, Inc63$7.57K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC66$7.54K0.01%00.0%Unchanged
Stone House Investment Management, LLC61$7.38K0.00%00.0%Unchanged
Macroview Investment Management LLC56$6.73K0.01%+56New
Financial Synergies Wealth Advisors, Inc.55$6.61K0.00%+27+96.4%Added
Clean Yield Group55$6.17K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC50$6.01K0.00%−50−50.0%Reduced
Financial Freedom, LLC50$6.01K0.00%−15−23.1%Reduced
Cypress Capital Management LLC (WY)50$6.01K0.01%00.0%Unchanged
Family CFO Inc50$6.01K0.00%+50New
Ruedi Wealth Management, Inc.50$6.01K0.00%+50New
Milestone Investment Advisors LLC50$6.01K0.00%+50New
Maryland Capital Advisors Inc.46$5.53K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$5.29K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC42$5.05K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$5.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.38$4.57K0.00%00.0%Unchanged
Legacy Financial Group LLC36$4.33K0.00%+36New
Horrell Capital Management, Inc.34$4.00K0.00%00.0%Unchanged
Hibernia Wealth Partners, LLC32$3.85K0.00%+32New
Credential Qtrade Securities Inc.32$3.84K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$3.60K0.00%00.0%Unchanged
CGC Financial Services, LLC28$3.36K0.00%00.0%Unchanged
Independence Bank of Kentucky25$3.00K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC25$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC27$3.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)27$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$2.40K0.00%00.0%Unchanged
Mascoma Wealth Management LLC20$2.40K0.00%+20New
Country Trust Bank19$2.28K0.00%−250−92.9%Reduced
Johnson Midwest Financial, LLC19$2.28K0.01%00.0%Unchanged
Delta Asset Management LLC17$2.04K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC18$1.87K0.00%−22−55.0%Reduced
Tfo-TDC, LLC18$1.72K0.00%+11+157.1%Added
Castleview Partners, LLC14$1.68K0.00%+14New
Tucker Asset Management LLC13$1.56K0.00%+5+62.5%Added
Column Capital Advisors, LLC10$1.20K0.00%00.0%Unchanged
VitalStone Financial, LLC10$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC6$1.00K0.00%+6New
Sugarloaf Wealth Management, LLC8$9610.00%00.0%Unchanged
Center for Financial Planning, Inc.7$8420.00%00.0%Unchanged
True Wealth Design, LLC7$8420.00%00.0%Unchanged
PFS Partners, LLC2$2620.00%00.0%Unchanged
Richard W. Paul & Associates, LLC2$2400.00%00.0%Unchanged
Atwood & Palmer Inc1$1210.00%00.0%Unchanged
St. Johns Investment Management Company, LLC1$1200.00%00.0%Unchanged
Quilter Plc2,928––00.0%Unchanged
TD Ameritrade Investment Management, LLC0$00.00%−2,580−100.0%Sold out
Holocene Advisors, LP0$00.00%−638,332−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−330,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−316,306−100.0%Sold out
Bridgewater Associates, LP0$00.00%−131,944−100.0%Sold out
Gyroscope Capital Management Group, LLC0$00.00%−96,387−100.0%Sold out
Beck Bode, LLC0$00.00%−88,089−100.0%Sold out
Artemis Investment Management LLP0$00.00%−63,812−100.0%Sold out
Teza Capital Management LLC0$00.00%−45,979−100.0%Sold out
Magnetar Financial LLC0$00.00%−32,567−100.0%Sold out
Beverly Hills Private Wealth, LLC0$00.00%−23,718−100.0%Sold out
Veritable, L.P.0$00.00%−22,424−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−20,180−100.0%Sold out
Marshall Wace, LLP0$00.00%−18,353−100.0%Sold out
Ergoteles LLC0$00.00%−17,840−100.0%Sold out
Quantamental Technologies LLC0$00.00%−17,765−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−13,719−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−93,888−100.0%Sold out
West Tower Group, LLC0$00.00%−11,077−100.0%Sold out
Neo Ivy Capital Management0$00.00%−9,237−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−8,510−100.0%Sold out
GTS Securities LLC0$00.00%−8,278−100.0%Sold out
Group One Trading, L.P.0$00.00%−8,001−100.0%Sold out
Machina Capital S.A.S.0$00.00%−7,826−100.0%Sold out
Portman Square Capital LLP0$00.00%−7,117−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−6,580−100.0%Sold out
SPX Equities Gestao de Recursos Ltda0$00.00%−6,097−100.0%Sold out
Concord Asset Management, LLC0$00.00%−5,671−100.0%Sold out
MJP Associates Inc0$00.00%−5,261−100.0%Sold out
Inlet Private Wealth, LLC0$00.00%−5,162−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−5,119−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−4,957−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−4,496−100.0%Sold out
Point72 Middle East FZE0$00.00%−4,283−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−4,235−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−3,785−100.0%Sold out
Saxon Interests, Inc.0$00.00%−3,698−100.0%Sold out