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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
MQS Management LLC0$00.00%−3,492−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,453−100.0%Sold out
Plan Group Financial, LLC0$00.00%−3,051−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,115−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,109−100.0%Sold out
AIA Group Ltd0$00.00%−2,840−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−2,760−100.0%Sold out
Jmac Enterprises LLC0$00.00%−2,635−100.0%Sold out
Laurion Capital Management LP0$00.00%−2,633−100.0%Sold out
Woodley Farra Manion Portfolio Management Inc0$00.00%−2,229−100.0%Sold out
First City Capital Management, Inc.0$00.00%−2,221−100.0%Sold out
APCM Wealth Management for Individuals0$00.00%−2,212−100.0%Sold out
Canvas Wealth Advisors, LLC0$00.00%−1,952−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−2,174−100.0%Sold out
Relyea Zuckerberg Hanson LLC0$00.00%−2,148−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,130−100.0%Sold out
Natixis0$00.00%−2,108−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−1,465−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−1,299−100.0%Sold out
Options Solutions, LLC0$00.00%−1,001−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−890−100.0%Sold out
CVA Family Office, LLC0$00.00%−887−100.0%Sold out
First Eagle Investment Management, LLC0$00.00%−849−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−745−100.0%Sold out
Worth Asset Management, LLC0$00.00%−415−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−394−100.0%Sold out
Horan Securities, Inc.0$00.00%−355−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−318−100.0%Sold out
Horizons Wealth Management0$00.00%−253−100.0%Sold out
25 LLC0$00.00%−222−100.0%Sold out
Antonetti Capital Management LLC0$00.00%−200−100.0%Sold out
Safeguard Financial, LLC0$00.00%−153−100.0%Sold out
Crewe Advisors LLC0$00.00%−102−100.0%Sold out
Ridgewood Investments LLC0$00.00%−92−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−72−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−30−100.0%Sold out
PFS Investments Inc.––––Not filed
Pictet Asset Management SA––––Not filed
EA Series Trust––––Not filed
Tiaa, FSB––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Thomas White International Ltd––––Not filed
Intercontinental Wealth Advisors, LLC––––Not filed
Heron Financial Group, LLC––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
BMS Financial Advisors, LLC––––Not filed
Montchanin Asset Management, LLC––––Not filed
First National Bank of South Miami––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Vigilant Capital Management, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Northwest Bank & Trust Co––––Not filed