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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 33,200 | $3.99M | 0.25% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 30,908 | $3.93M | 0.06% | −19,068−38.2% | Reduced |
| TownSquare Capital, LLC | 32,678 | $3.93M | 0.07% | +1,494+4.8% | Added |
| Ameritas Investment Partners, Inc. | 32,497 | $3.90M | 0.16% | −3,948−10.8% | Reduced |
| Tweedy, Browne Co LLC | 32,006 | $3.85M | 0.21% | −265−0.8% | Reduced |
| Securian Asset Management, Inc | 31,954 | $3.84M | 0.11% | −5,479−14.6% | Reduced |
| Exencial Wealth Advisors, LLC | 31,860 | $3.83M | 0.19% | −192−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 31,717 | $3.81M | 0.00% | −1,242−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,472 | $3.78M | 0.28% | +5,831+22.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,367 | $3.77M | 0.05% | +4,403+16.3% | Added |
| Virginia Wealth Management Group, Inc. | 31,379 | $3.77M | 2.55% | −642−2.0% | Reduced |
| Heritage Trust Co | 30,931 | $3.72M | 0.58% | −1,490−4.6% | Reduced |
| Independent Advisor Alliance | 30,753 | $3.70M | 0.17% | +12,877+72.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,653 | $3.68M | 1.14% | −1,500−4.7% | Reduced |
| Hartford Investment Management Co | 30,340 | $3.65M | 0.15% | −1,830−5.7% | Reduced |
| Johnson Investment Counsel Inc | 30,018 | $3.61M | 0.05% | +1,132+3.9% | Added |
| Citizens National Bank Trust Department | 29,994 | $3.60M | 0.99% | −491−1.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,752 | $3.57M | 0.37% | −88−0.3% | Reduced |
| Cetera Advisors LLC | 29,435 | $3.54M | 0.06% | +5,983+25.5% | Added |
| 1832 Asset Management L.P. | 29,405 | $3.53M | 0.01% | −6,653−18.5% | Reduced |
| Resources Investment Advisors, LLC. | 29,328 | $3.52M | 0.08% | +1,099+3.9% | Added |
| JustInvest LLC | 29,267 | $3.52M | 0.11% | +2,175+8.0% | Added |
| Ellerson Group Inc | 29,152 | $3.50M | 3.26% | +197+0.7% | Added |
| BNC Wealth Management, LLC | 29,137 | $3.50M | 1.88% | +136+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 29,062 | $3.49M | 0.76% | −577−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 28,984 | $3.48M | 0.03% | +3,343+13.0% | Added |
| Segall Bryant & Hamill, LLC | 28,942 | $3.48M | 0.04% | +303+1.1% | Added |
| Riverview Capital Advisers, LLC | 28,936 | $3.48M | 1.54% | 00.0% | Unchanged |
| Central Trust Co | 28,570 | $3.43M | 0.10% | −176−0.6% | Reduced |
| Baxter Bros Inc | 28,438 | $3.42M | 0.52% | +253+0.9% | Added |
| SWS Partners | 28,111 | $3.38M | 1.25% | −3,052−9.8% | Reduced |
| TD Private Client Wealth LLC | 28,031 | $3.37M | 0.15% | +297+1.1% | Added |
| Van Eck Associates Corp | 27,881 | $3.35M | 0.01% | −4,414−13.7% | Reduced |
| Parsons Capital Management Inc | 27,852 | $3.35M | 0.26% | −505−1.8% | Reduced |
| Fundamentun, LLC | 27,641 | $3.32M | 0.50% | +933+3.5% | Added |
| Mount Lucas Management LP | 27,629 | $3.32M | 1.26% | −1,342−4.6% | Reduced |
| Louisiana State Employees Retirement System | 27,600 | $3.32M | 0.08% | −800−2.8% | Reduced |
| Vestcor Inc | 27,517 | $3.31M | 0.12% | −3,580−11.5% | Reduced |
| Wisconsin Capital Management LLC | 27,295 | $3.28M | 2.17% | +875+3.3% | Added |
| Tower Research Capital LLC (TRC) | 27,135 | $3.26M | 0.10% | +21,355+369.5% | Added |
| Profund Advisors LLC | 26,979 | $3.24M | 0.18% | −2,054−7.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,793 | $3.22M | 0.12% | +3,561+15.3% | Added |
| LexAurum Advisors, LLC | 26,685 | $3.21M | 0.94% | +375+1.4% | Added |
| Herold Advisors, Inc. | 26,397 | $3.17M | 0.96% | +2,468+10.3% | Added |
| Ontario Teachers Pension Plan Board | 26,293 | $3.16M | 0.03% | +2,771+11.8% | Added |
| Ferguson Wellman Capital Management, Inc | 26,276 | $3.16M | 0.08% | −649−2.4% | Reduced |
| Principle Wealth Partners LLC | 26,240 | $3.15M | 0.32% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 26,179 | $3.15M | 0.12% | −393−1.5% | Reduced |
| River Wealth Advisors LLC | 26,105 | $3.14M | 0.56% | −1,415−5.1% | Reduced |
| CFM Wealth Partners LLC | 25,562 | $3.07M | 0.80% | −1,838−6.7% | Reduced |
| SevenBridge Financial Group, LLC | 25,535 | $3.07M | 0.79% | −36−0.1% | Reduced |
| Garrison Asset Management, LLC | 25,438 | $3.06M | 1.87% | −181−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 25,230 | $3.03M | 0.58% | +14+0.1% | Added |
| Hussman Strategic Advisors, Inc. | 25,200 | $3.03M | 0.58% | +6,400+34.0% | Added |
| Prospera Financial Services Inc | 24,734 | $2.98M | 0.12% | −2,869−10.4% | Reduced |
| German American Bancorp, Inc. | 24,637 | $2.96M | 0.43% | +430+1.8% | Added |
| Ziegler Capital Management, LLC | 24,637 | $2.96M | 0.12% | −6,574−21.1% | Reduced |
| CIBC World Markets Corp | 24,577 | $2.95M | 0.03% | −29,205−54.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,180 | $2.91M | 1.32% | −194−0.8% | Reduced |
| Prudential PLC | 24,156 | $2.90M | 0.03% | −16,754−41.0% | Reduced |
| Davenport & Co LLC | 24,030 | $2.89M | 0.02% | −1,768−6.9% | Reduced |
| Cozad Asset Management Inc | 23,890 | $2.87M | 0.37% | +23,890 | New |
| Metis Global Partners, LLC | 23,871 | $2.87M | 0.14% | +1,921+8.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 23,830 | $2.86M | 2.44% | +3,758+18.7% | Added |
| New Mexico Educational Retirement Board | 23,828 | $2.86M | 0.12% | +1,200+5.3% | Added |
| DCM Advisors, LLC | 23,808 | $2.86M | 1.29% | −186−0.8% | Reduced |
| Hancock Whitney Corp | 23,603 | $2.84M | 0.12% | +858+3.8% | Added |
| Richard Bernstein Advisors LLC | 23,474 | $2.82M | 0.06% | +23,474 | New |
| Cardinal Capital Management | 23,235 | $2.79M | 0.57% | +544+2.4% | Added |
| iA Global Asset Management Inc. | 23,108 | $2.78M | 0.07% | +10,016+76.5% | Added |
| Argyle Capital Management Inc. | 22,996 | $2.76M | 1.01% | 00.0% | Unchanged |
| Zacks Investment Management | 22,736 | $2.73M | 0.04% | −609−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 22,696 | $2.73M | 0.36% | +791+3.6% | Added |
| Miracle Mile Advisors, LLC | 22,603 | $2.72M | 0.08% | +300+1.3% | Added |
| Stratos Wealth Partners, LTD. | 22,124 | $2.66M | 0.06% | +318+1.5% | Added |
| Strategic Investment Solutions, Inc. | 23,638 | $2.65M | 0.03% | +23,268+6,288.6% | Added |
| Demars Financial Group, LLC | 22,059 | $2.65M | 1.52% | −2,379−9.7% | Reduced |
| Becker Capital Management Inc | 22,035 | $2.65M | 0.11% | −105−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,983 | $2.64M | 0.11% | −321−1.4% | Reduced |
| Dark Forest Capital Management LP | 21,748 | $2.61M | 0.22% | +14,467+198.7% | Added |
| Wedbush Securities Inc | 21,736 | $2.61M | 0.13% | −1,013−4.5% | Reduced |
| Clearbridge Investments, LLC | 21,680 | $2.60M | 0.00% | −3,477−13.8% | Reduced |
| Monument Capital Management | 21,676 | $2.60M | 0.87% | +21,676 | New |
| Convergence Investment Partners, LLC | 21,652 | $2.60M | 1.54% | +2,288+11.8% | Added |
| Bessemer Group Inc | 21,621 | $2.60M | 0.01% | −1,631−7.0% | Reduced |
| CWM, LLC | 21,585 | $2.59M | 0.02% | +1,657+8.3% | Added |
| Brookstone Capital Management | 22,397 | $2.58M | 0.06% | −2,807−11.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,392 | $2.57M | 0.04% | −702−3.2% | Reduced |
| Silvercrest Asset Management Group LLC | 21,366 | $2.57M | 0.02% | −971−4.3% | Reduced |
| Neville Rodie & Shaw Inc | 21,097 | $2.54M | 0.23% | −75−0.4% | Reduced |
| Synovus Financial Corp | 21,032 | $2.53M | 0.03% | −454−2.1% | Reduced |
| XML Financial, LLC | 20,965 | $2.52M | 0.30% | −355−1.7% | Reduced |
| PFW Advisors LLC | 20,879 | $2.51M | 0.89% | 00.0% | Unchanged |
| First Nebraska Trust Co | 20,870 | $2.51M | 0.31% | −255−1.2% | Reduced |
| Cheviot Value Management, LLC | 20,869 | $2.51M | 0.56% | −53−0.3% | Reduced |
| Regions Financial Corp | 20,851 | $2.51M | 0.02% | −1,633−7.3% | Reduced |
| Lincoln National Corp | 20,796 | $2.50M | 0.05% | +3,249+18.5% | Added |
| City Holding Co | 20,636 | $2.48M | 0.44% | −373−1.8% | Reduced |
| Vident Advisory, LLC | 20,576 | $2.47M | 0.08% | +20,576 | New |
| Hartford Financial Management Inc. | 20,503 | $2.46M | 0.63% | −90−0.4% | Reduced |