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 |
|---|---|---|---|---|---|
| Commerce Bank | 53,666 | $6.45M | 0.05% | −1,316−2.4% | Reduced |
| Wesbanco Bank Inc | 53,638 | $6.44M | 0.28% | −1,705−3.1% | Reduced |
| Brick & Kyle, Associates | 53,574 | $6.44M | 3.42% | −79−0.1% | Reduced |
| Park Avenue Securities LLC | 53,543 | $6.43M | 0.10% | +172+0.3% | Added |
| Advisors Capital Management, LLC | 53,539 | $6.43M | 0.16% | +3,309+6.6% | Added |
| Nissay Asset Management Corp | 53,158 | $6.39M | 0.06% | +1,582+3.1% | Added |
| Kornitzer Capital Management Inc | 52,838 | $6.35M | 0.13% | −328−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 52,596 | $6.32M | 1.59% | +1,399+2.7% | Added |
| Leavell Investment Management, Inc. | 52,184 | $6.27M | 0.44% | +3,925+8.1% | Added |
| Jacobs Levy Equity Management, Inc | 52,178 | $6.27M | 0.04% | −400−0.8% | Reduced |
| Wintrust Investments LLC | 52,153 | $6.27M | 0.66% | −5,007−8.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 52,008 | $6.25M | 0.34% | +39,504+315.9% | Added |
| Disciplined Investments, LLC | 51,878 | $6.23M | 3.79% | +6,003+13.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 51,342 | $6.17M | 1.45% | −638−1.2% | Reduced |
| Salem Investment Counselors Inc | 50,573 | $6.08M | 0.23% | +675+1.4% | Added |
| Atlantic Union Bankshares Corp | 50,234 | $6.04M | 0.62% | −3,031−5.7% | Reduced |
| RBF Capital, LLC | 50,000 | $6.01M | 0.40% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 48,825 | $5.87M | 0.38% | +5,074+11.6% | Added |
| South Dakota Investment Council | 48,761 | $5.86M | 0.13% | −52,308−51.8% | Reduced |
| Rodgers Brothers Inc. | 48,738 | $5.86M | 1.00% | +1,820+3.9% | Added |
| Atria Investments LLC | 48,358 | $5.81M | 0.10% | −2,742−5.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 47,872 | $5.75M | 0.09% | +4,065+9.3% | Added |
| Wealthfront Advisers LLC | 47,771 | $5.74M | 0.02% | +155+0.3% | Added |
| NewSquare Capital LLC | 48,113 | $5.70M | 0.60% | +519+1.1% | Added |
| Bridgeway Capital Management, LLC | 47,293 | $5.68M | 0.14% | −1,100−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 47,273 | $5.68M | 0.07% | +23,824+101.6% | Added |
| Rothschild Investment Corp | 47,038 | $5.65M | 0.48% | +62+0.1% | Added |
| Berger Financial Group, Inc | 46,432 | $5.58M | 0.64% | −114−0.2% | Reduced |
| Opus Investment Management Inc | 46,200 | $5.55M | 3.42% | −23,889−34.1% | Reduced |
| Country Club Bank | 44,923 | $5.54M | 0.45% | −1,316−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 46,040 | $5.53M | 0.06% | −1,367−2.9% | Reduced |
| Tocqueville Asset Management L.P. | 45,994 | $5.53M | 0.10% | −5,515−10.7% | Reduced |
| Telos Capital Management, Inc. | 44,915 | $5.40M | 0.75% | +267+0.6% | Added |
| Arkadios Wealth Advisors | 44,889 | $5.39M | 0.51% | +10,266+29.7% | Added |
| Stolper Co | 44,816 | $5.38M | 2.33% | +151+0.3% | Added |
| Mirador Capital Partners LP | 44,697 | $5.37M | 1.22% | +563+1.3% | Added |
| Colonial Trust Advisors | 44,658 | $5.37M | 0.61% | +633+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,352 | $5.33M | 0.08% | −2,663−5.7% | Reduced |
| Gulf International Bank (UK) Ltd | 43,465 | $5.22M | 0.15% | −5,358−11.0% | Reduced |
| King Luther Capital Management Corp | 43,429 | $5.22M | 0.03% | −842−1.9% | Reduced |
| First National Bank of Omaha | 43,230 | $5.19M | 0.34% | −5,755−11.7% | Reduced |
| Umb Bank N A | 42,750 | $5.14M | 0.08% | +278+0.7% | Added |
| Ancora Advisors, LLC | 42,501 | $5.11M | 0.14% | −656−1.5% | Reduced |
| Canal Insurance CO | 42,500 | $5.11M | 1.47% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 42,300 | $5.08M | 0.80% | +8,300+24.4% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.06M | 1.98% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 42,013 | $5.05M | 0.05% | +614+1.5% | Added |
| British Columbia Investment Management Corp | 41,708 | $5.01M | 0.05% | +139+0.3% | Added |
| Texas Yale Capital Corp. | 41,613 | $5.00M | 0.23% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 41,370 | $4.97M | 0.03% | −9,277−18.3% | Reduced |
| Nations Financial Group Inc, | 41,017 | $4.93M | 0.50% | +5,897+16.8% | Added |
| Meyer Handelman Co | 40,772 | $4.90M | 0.20% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 40,516 | $4.87M | 0.91% | −985−2.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,401 | $4.85M | 0.08% | +127+0.3% | Added |
| HM Payson & Co | 40,295 | $4.84M | 0.11% | +205+0.5% | Added |
| Coldstream Capital Management Inc | 40,163 | $4.83M | 0.16% | +388+1.0% | Added |
| Huntington National Bank | 40,077 | $4.82M | 0.05% | −775−1.9% | Reduced |
| Beacon Financial Group | 42,165 | $4.81M | 0.68% | −1,912−4.3% | Reduced |
| Gotham Asset Management, LLC | 39,518 | $4.75M | 0.10% | −1,177−2.9% | Reduced |
| Mackenzie Financial Corp | 40,454 | $4.68M | 0.01% | +810+2.0% | Added |
| Shorepoint Capital Partners LLC | 38,802 | $4.66M | 1.37% | −171−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 38,605 | $4.64M | 0.31% | −3,795−9.0% | Reduced |
| Toroso Investments, LLC | 38,604 | $4.64M | 0.14% | −2,745−6.6% | Reduced |
| Elo Mutual Pension Insurance Co | 38,490 | $4.63M | 0.14% | +560+1.5% | Added |
| National Asset Management, Inc. | 38,175 | $4.59M | 0.12% | +1,552+4.2% | Added |
| Daiwa Securities Group Inc. | 38,065 | $4.57M | 0.03% | +1,954+5.4% | Added |
| AMJ Financial Wealth Management | 37,926 | $4.56M | 2.10% | +37,926 | New |
| Kingsview Wealth Management, LLC | 37,772 | $4.54M | 0.16% | +4,674+14.1% | Added |
| Intact Investment Management Inc. | 37,700 | $4.53M | 0.20% | −1,800−4.6% | Reduced |
| Altrius Capital Management Inc | 37,664 | $4.53M | 1.34% | −258−0.7% | Reduced |
| Brady Family Wealth, LLC | 37,647 | $4.52M | 1.75% | +795+2.2% | Added |
| Alta Capital Management LLC | 37,633 | $4.52M | 0.33% | −419−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 37,339 | $4.49M | 0.03% | −5,976−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 36,832 | $4.43M | 0.17% | +300+0.8% | Added |
| Pearl River Capital, LLC | 36,784 | $4.42M | 0.69% | +34,180+1,312.6% | Added |
| Federation des caisses Desjardins du Quebec | 36,617 | $4.40M | 0.05% | −4,784−11.6% | Reduced |
| Alpha Omega Wealth Management LLC | 36,521 | $4.39M | 0.76% | −878−2.3% | Reduced |
| Cerity Partners LLC | 36,313 | $4.36M | 0.02% | −3,493−8.8% | Reduced |
| Invesco, LLC | 36,195 | $4.35M | 2.19% | 00.0% | Unchanged |
| Viking Fund Management LLC | 36,000 | $4.33M | 0.87% | −45,000−55.6% | Reduced |
| Atria Wealth Solutions, Inc. | 35,930 | $4.32M | 0.06% | +941+2.7% | Added |
| Cetera Investment Advisers | 35,700 | $4.29M | 0.04% | +140+0.4% | Added |
| Chatham Capital Group, Inc. | 35,600 | $4.28M | 0.95% | −2,615−6.8% | Reduced |
| Mattern Wealth Management LLC | 35,374 | $4.25M | 1.25% | +710+2.0% | Added |
| Trexquant Investment LP | 35,356 | $4.25M | 0.11% | −112,994−76.2% | Reduced |
| Martin Capital Partners, LLC | 35,263 | $4.24M | 1.78% | +147+0.4% | Added |
| Maryland State Retirement & Pension System | 35,192 | $4.23M | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35,050 | $4.21M | 0.02% | +4,016+12.9% | Added |
| Pinnacle Associates Ltd | 35,025 | $4.21M | 0.08% | +83+0.2% | Added |
| TD Waterhouse Canada Inc. | 34,875 | $4.18M | 0.04% | +25,097+256.7% | Added |
| Oregon Public Employees Retirement Fund | 34,459 | $4.14M | 0.06% | −1,259−3.5% | Reduced |
| Burney Co | 34,367 | $4.13M | 0.19% | +12,853+59.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 34,256 | $4.12M | 0.10% | +17,050+99.1% | Added |
| Kentucky Retirement Systems | 34,152 | $4.10M | 0.14% | −2,742−7.4% | Reduced |
| Swiss Life Asset Management Ltd | 34,080 | $4.09M | 0.06% | +1,294+3.9% | Added |
| Pathstone Family Office, LLC | 33,954 | $4.08M | 0.03% | +21,617+175.2% | Added |
| First American Bank | 33,520 | $4.03M | 0.36% | −631−1.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,482 | $4.02M | 0.53% | +33,482 | New |
| Colonial Trust Co | 33,474 | $4.02M | 0.99% | +330+1.0% | Added |
| McDonald Partners LLC | 33,263 | $4.00M | 1.30% | +279+0.8% | Added |