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
- 1,664
- +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
- 565 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 |
|---|---|---|---|---|---|
| Manning & Napier Group, LLC | 117,378 | $14.1M | 0.17% | −3,825−3.2% | Reduced |
| Jupiter Asset Management Ltd | 117,367 | $14.1M | 0.16% | +267+0.2% | Added |
| Ensign Peak Advisors, Inc | 116,991 | $14.1M | 0.03% | +7,063+6.4% | Added |
| Morgan Dempsey Capital Management LLC | 115,989 | $13.9M | 4.34% | −3,254−2.7% | Reduced |
| Hi-Line Capital Management, LLC | 113,041 | $13.6M | 5.00% | −237−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 112,265 | $13.5M | 0.05% | −46,095−29.1% | Reduced |
| NFJ Investment Group, LLC | 111,283 | $13.4M | 0.39% | −111,139−50.0% | Reduced |
| Thrivent Financial for Lutherans | 111,121 | $13.4M | 0.03% | −6,477−5.5% | Reduced |
| MetLife Investment Management | 110,446 | $13.3M | 0.10% | −6,056−5.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 110,253 | $13.2M | 0.60% | −3,598−3.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 109,758 | $13.2M | 2.91% | −470−0.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 109,583 | $13.2M | 1.55% | −26,298−19.4% | Reduced |
| Guggenheim Capital LLC | 105,618 | $12.7M | 0.11% | +4,741+4.7% | Added |
| Public Sector Pension Investment Board | 105,395 | $12.7M | 0.09% | +10,359+10.9% | Added |
| Advisors Asset Management, Inc. | 104,063 | $12.5M | 0.27% | −61−0.1% | Reduced |
| Richard C. Young & CO., LTD. | 103,931 | $12.5M | 1.78% | +762+0.7% | Added |
| Skba Capital Management LLC | 103,535 | $12.4M | 2.30% | −300−0.3% | Reduced |
| Bridgecreek Investment Management, LLC | 102,831 | $12.4M | 2.53% | −7,709−7.0% | Reduced |
| ProShare Advisors LLC | 101,969 | $12.3M | 0.04% | −10,581−9.4% | Reduced |
| Retirement Systems of Alabama | 100,683 | $12.1M | 0.06% | −3,607−3.5% | Reduced |
| CCM Investment Advisers LLC | 100,201 | $12.0M | 1.66% | −1,361−1.3% | Reduced |
| Mattern Capital Management, LLC | 98,831 | $11.9M | 1.92% | +6,961+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 98,353 | $11.8M | 0.04% | +95,382+3,210.4% | Added |
| Steward Partners Investment Advisory, LLC | 97,110 | $11.7M | 0.18% | +402+0.4% | Added |
| Bollard Group LLC | 95,655 | $11.5M | 0.42% | +772+0.8% | Added |
| Annex Advisory Services, LLC | 93,188 | $11.2M | 0.68% | −12,075−11.5% | Reduced |
| Abn Amro Investment Solutions | 92,911 | $11.2M | 0.22% | −44,448−32.4% | Reduced |
| Macquarie Group Ltd | 92,160 | $11.1M | 0.01% | −60−0.1% | Reduced |
| Texas Permanent School Fund | 92,031 | $11.1M | 0.11% | −4,212−4.4% | Reduced |
| IFM Investors Pty Ltd | 90,738 | $10.9M | 0.14% | +1,266+1.4% | Added |
| Adell Harriman & Carpenter Inc | 90,155 | $10.8M | 1.12% | +3,810+4.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,533 | $10.8M | 0.09% | +9,506+11.9% | Added |
| Oppenheimer Asset Management Inc. | 88,723 | $10.7M | 0.16% | −26,071−22.7% | Reduced |
| Mercer Global Advisors Inc | 87,995 | $10.6M | 0.04% | −7,597−7.9% | Reduced |
| Heritage Investors Management Corp | 87,607 | $10.5M | 0.44% | −2,056−2.3% | Reduced |
| State of Alaska, Department of Revenue | 87,428 | $10.5M | 0.13% | −3,670−4.0% | Reduced |
| FourThought Financial Partners, LLC | 85,825 | $10.3M | 1.44% | −893−1.0% | Reduced |
| Navellier & Associates Inc | 84,087 | $10.1M | 1.73% | −8,569−9.2% | Reduced |
| Alaska Permanent Fund Corp | 83,589 | $10.0M | 0.19% | −6,463−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,530 | $10.0M | 0.05% | −16,497−16.5% | Reduced |
| GWM Advisors LLC | 81,676 | $9.81M | 0.11% | +242+0.3% | Added |
| ING Groep NV | 81,502 | $9.79M | 0.09% | +81,502 | New |
| La Banque Postale Asset Management SA | 81,254 | $9.76M | 0.22% | +81,254 | New |
| Cohen & Steers, Inc. | 80,239 | $9.64M | 0.02% | +31,150+63.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 79,346 | $9.53M | 0.05% | +79,346 | New |
| Utah Retirement Systems | 79,267 | $9.52M | 0.14% | +200+0.3% | Added |
| Crossmark Global Holdings, Inc. | 84,737 | $9.52M | 0.22% | −9,530−10.1% | Reduced |
| Calamos Advisors LLC | 78,461 | $9.43M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 77,971 | $9.37M | 0.04% | −3,870−4.7% | Reduced |
| Czech National Bank | 77,828 | $9.35M | 0.15% | +23,491+43.2% | Added |
| Wade G W & Inc | 76,140 | $9.15M | 0.34% | +73,580+2,874.2% | Added |
| RPG Investment Advisory, LLC | 75,650 | $9.09M | 1.67% | −9,906−11.6% | Reduced |
| Bell Bank | 75,462 | $9.07M | 0.99% | −5,013−6.2% | Reduced |
| Pacific Heights Asset Management LLC | 75,000 | $9.01M | 0.85% | −10,000−11.8% | Reduced |
| Federated Hermes, Inc. | 74,805 | $8.99M | 0.02% | +9,636+14.8% | Added |
| Marco Investment Management LLC | 74,195 | $8.91M | 1.03% | −335−0.4% | Reduced |
| Payden & Rygel | 74,100 | $8.90M | 0.70% | −2,000−2.6% | Reduced |
| Payden & Rygel Investment Group | 74,100 | $8.90M | 0.70% | +74,100 | New |
| Yousif Capital Management, LLC | 73,517 | $8.83M | 0.11% | −4,801−6.1% | Reduced |
| DT Investment Partners, LLC | 72,960 | $8.77M | 1.06% | −10,238−12.3% | Reduced |
| Sequoia Financial Advisors, LLC | 72,416 | $8.70M | 0.15% | −26,071−26.5% | Reduced |
| Xponance, Inc. | 71,745 | $8.62M | 0.12% | −2,157−2.9% | Reduced |
| Fort Point Capital Partners LLC | 71,614 | $8.60M | 1.40% | +50.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $8.56M | 0.13% | −4,344−5.7% | Reduced |
| Visionary Wealth Advisors | 69,984 | $8.41M | 0.68% | −3,176−4.3% | Reduced |
| Daymark Wealth Partners, LLC | 69,500 | $8.35M | 0.58% | +6,512+10.3% | Added |
| Osborne Partners Capital Management, LLC | 69,125 | $8.31M | 0.61% | −192−0.3% | Reduced |
| AXA S.A. | 68,110 | $8.18M | 0.03% | −3,088−4.3% | Reduced |
| Simmons Bank | 67,830 | $8.15M | 0.72% | +3,162+4.9% | Added |
| Janus Henderson Group PLC | 67,768 | $8.14M | 0.01% | +664+1.0% | Added |
| Cetera Advisor Networks LLC | 67,295 | $8.09M | 0.05% | +6,607+10.9% | Added |
| D.A. Davidson & Co. | 66,959 | $8.05M | 0.09% | −2,505−3.6% | Reduced |
| Foundation Resource Management Inc | 66,680 | $8.01M | 1.33% | −1,325−1.9% | Reduced |
| Bryn Mawr Trust Co | 66,140 | $7.95M | 0.35% | −3,262−4.7% | Reduced |
| AE Wealth Management LLC | 66,037 | $7.93M | 0.05% | +9,115+16.0% | Added |
| New York Life Investment Management LLC | 65,986 | $7.93M | 0.09% | −861−1.3% | Reduced |
| Advisory Services Network, LLC | 65,528 | $7.87M | 0.21% | +7,181+12.3% | Added |
| Cypress Capital Group | 65,053 | $7.82M | 1.13% | +730+1.1% | Added |
| Kestra Advisory Services, LLC | 64,788 | $7.78M | 0.08% | −15,509−19.3% | Reduced |
| Venture Visionary Partners LLC | 64,427 | $7.74M | 0.47% | −9,731−13.1% | Reduced |
| Alley Investment Management Company, LLC | 63,012 | $7.57M | 1.28% | +721+1.2% | Added |
| Mutual of America Capital Management LLC | 62,356 | $7.49M | 0.09% | −3,676−5.6% | Reduced |
| Congress Wealth Management LLC | 61,729 | $7.42M | 0.15% | +225+0.4% | Added |
| Engineers Gate Manager LP | 61,024 | $7.33M | 0.27% | +4,365+7.7% | Added |
| Montgomery Investment Management Inc | 60,692 | $7.29M | 2.51% | −350−0.6% | Reduced |
| Verity & Verity, LLC | 59,208 | $7.11M | 0.89% | +59,208 | New |
| Geneos Wealth Management Inc. | 58,832 | $7.07M | 0.36% | +835+1.4% | Added |
| First American Trust, FSB | 58,129 | $6.98M | 0.99% | −3,639−5.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 57,334 | $6.89M | 0.72% | +3,189+5.9% | Added |
| CIBC Private Wealth Group, LLC | 56,986 | $6.85M | 0.02% | −1,441−2.5% | Reduced |
| Oppenheimer & Co Inc | 56,985 | $6.85M | 0.14% | −4,044−6.6% | Reduced |
| Meeder Asset Management Inc | 56,968 | $6.84M | 0.54% | +22,184+63.8% | Added |
| Brown Advisory Inc | 56,217 | $6.75M | 0.01% | +2,939+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,931 | $6.72M | 0.02% | −6,350−10.2% | Reduced |
| PGGM Investments | 55,769 | $6.70M | 0.12% | −2,477−4.3% | Reduced |
| Dakota Wealth Management | 55,735 | $6.70M | 0.30% | +9,348+20.2% | Added |
| Royal Fund Management, LLC | 55,167 | $6.63M | 0.95% | −10,344−15.8% | Reduced |
| USS Investment Management Ltd | 55,100 | $6.62M | 0.07% | 00.0% | Unchanged |
| Nkcfo LLC | 54,500 | $6.55M | 3.63% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 53,938 | $6.48M | 0.99% | −605−1.1% | Reduced |