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 |
|---|---|---|---|---|---|
| MAI Capital Management | 20,503 | $2.46M | 0.04% | −1,210−5.6% | Reduced |
| Empirical Finance, LLC | 20,471 | $2.46M | 0.18% | +1,628+8.6% | Added |
| Somerset Trust Co | 20,422 | $2.45M | 1.12% | +337+1.7% | Added |
| QRG Capital Management, Inc. | 20,420 | $2.45M | 0.04% | +20,420 | New |
| Icon Wealth Partners, LLC | 20,360 | $2.45M | 0.28% | +7,075+53.3% | Added |
| Advisor Partners II, LLC | 20,331 | $2.44M | 0.10% | +956+4.9% | Added |
| Financial Counselors Inc | 20,314 | $2.44M | 0.05% | +3,214+18.8% | Added |
| Patten & Patten Inc | 20,142 | $2.42M | 0.21% | −740−3.5% | Reduced |
| Financial Engines Advisors L.L.C. | 19,983 | $2.40M | 0.01% | +19,983 | New |
| Benjamin F. Edwards & Company, Inc. | 19,917 | $2.39M | 0.09% | −1,556−7.2% | Reduced |
| Gladstone Institutional Advisory LLC | 19,911 | $2.39M | 0.15% | +283+1.4% | Added |
| FDx Advisors, Inc. | 19,779 | $2.38M | 0.20% | +1,815+10.1% | Added |
| Argonautica Private Wealth Management, Inc | 19,770 | $2.38M | 1.07% | +190+1.0% | Added |
| Cunning Capital Partners, LP | 19,750 | $2.37M | 1.56% | +19,750 | Added |
| Sonora Investment Management Group, LLC | 19,279 | $2.32M | 0.20% | +791+4.3% | Added |
| Tokio Marine Asset Management Co Ltd | 19,233 | $2.31M | 0.15% | +200+1.1% | Added |
| Aquatic Capital Management LLC | 19,200 | $2.31M | 0.10% | +11,700+156.0% | Added |
| Shelton Capital Management | 19,075 | $2.29M | 0.08% | −1,597−7.7% | Reduced |
| Norinchukin Bank, The | 18,845 | $2.26M | 0.05% | −31,602−62.6% | Reduced |
| Intrust Bank NA | 18,813 | $2.26M | 0.29% | +375+2.0% | Added |
| Bartlett & Co. LLC | 18,708 | $2.25M | 0.04% | −34−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,708 | $2.25M | 0.04% | −34−0.2% | Reduced |
| Vontobel Holding Ltd. | 18,692 | $2.25M | 0.02% | +662+3.7% | Added |
| HBK Sorce Advisory LLC | 18,692 | $2.25M | 0.10% | −1,681−8.3% | Reduced |
| CIBC World Markets Inc. | 18,636 | $2.24M | 0.01% | −252−1.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,580 | $2.23M | 1.33% | +814+4.6% | Added |
| Keystone Wealth Services, LLC | 18,539 | $2.23M | 0.85% | −304−1.6% | Reduced |
| Cercano Management LLC | 18,500 | $2.22M | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 18,423 | $2.21M | 0.11% | −1,573−7.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $2.20M | 0.33% | 00.0% | Unchanged |
| Duality Advisers, LP | 17,980 | $2.16M | 0.26% | +17,980 | New |
| VisionPoint Advisory Group, LLC | 17,938 | $2.16M | 0.92% | +349+2.0% | Added |
| Auxier Asset Management | 17,787 | $2.14M | 0.36% | −25−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,750 | $2.13M | 0.14% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 17,748 | $2.13M | 0.09% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 17,746 | $2.13M | 0.30% | +406+2.3% | Added |
| Horizon Investment Services, LLC | 17,721 | $2.13M | 1.28% | +1,547+9.6% | Added |
| Mather Group, LLC. | 17,690 | $2.13M | 0.04% | −1,209−6.4% | Reduced |
| Carret Asset Management, LLC | 17,688 | $2.13M | 0.30% | −20−0.1% | Reduced |
| HB Wealth Management, LLC | 17,683 | $2.12M | 0.03% | +490+2.8% | Added |
| Equitable Trust Co | 17,612 | $2.12M | 0.17% | +1,998+12.8% | Added |
| Fernwood Investment Management, LLC | 17,580 | $2.11M | 0.76% | +100+0.6% | Added |
| Cobblestone Capital Advisors LLC | 17,566 | $2.11M | 0.16% | +12+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 17,438 | $2.10M | 0.04% | −661−3.7% | Reduced |
| Community Bank, N.A. | 17,437 | $2.10M | 0.29% | −124−0.7% | Reduced |
| Americana Partners, LLC | 17,475 | $2.08M | 0.23% | +1,226+7.5% | Added |
| Cornercap Investment Counsel Inc | 17,239 | $2.07M | 0.38% | −1,607−8.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,970 | $2.04M | 0.24% | +16,970 | New |
| Snowden Capital Advisors LLC | 16,743 | $2.01M | 0.09% | −530−3.1% | Reduced |
| Crescent Sterling, Ltd. | 16,734 | $2.01M | 2.13% | −586−3.4% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.01M | 0.46% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 16,615 | $2.00M | 1.40% | +9+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 16,601 | $1.99M | 0.59% | −1,631−8.9% | Reduced |
| Independent Financial Group, LLC | 16,574 | $1.99M | 0.13% | +4,640+38.9% | Added |
| apricus wealth, LLC | 17,865 | $1.98M | 1.73% | −150−0.8% | Reduced |
| Telemus Capital, LLC | 16,423 | $1.97M | 0.18% | −1,475−8.2% | Reduced |
| Curbstone Financial Management Corp | 16,322 | $1.96M | 0.49% | −300−1.8% | Reduced |
| TBH Global Asset Management, LLC | 16,315 | $1.96M | 0.38% | −257−1.6% | Reduced |
| Pinnacle Wealth Management, LLC | 15,992 | $1.92M | 2.33% | −456−2.8% | Reduced |
| Ingalls & Snyder LLC | 15,970 | $1.92M | 0.09% | −382−2.3% | Reduced |
| Sowell Financial Services LLC | 15,969 | $1.92M | 0.12% | +4,694+41.6% | Added |
| Brinker Capital Investments, LLC | 15,914 | $1.91M | 0.02% | −6,986−30.5% | Reduced |
| Orion Portfolio Solutions, LLC | 15,914 | $1.91M | 0.02% | −6,986−30.5% | Reduced |
| Western Wealth Management, LLC | 15,695 | $1.89M | 0.16% | +326+2.1% | Added |
| IHT Wealth Management, LLC | 15,554 | $1.87M | 0.09% | +1,439+10.2% | Added |
| Arvest Trust Co N A | 15,413 | $1.85M | 0.12% | +1,195+8.4% | Added |
| Summit Financial, LLC | 15,400 | $1.85M | 0.14% | −165−1.1% | Reduced |
| Hendley & Co Inc | 15,395 | $1.85M | 0.75% | −35−0.2% | Reduced |
| Shell Asset Management Co | 15,295 | $1.84M | 0.08% | −1,238−7.5% | Reduced |
| First Manhattan Co | 15,259 | $1.83M | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,248 | $1.83M | 0.14% | −1,224−7.4% | Reduced |
| NewEdge Wealth, LLC | 15,206 | $1.83M | 0.06% | +1,785+13.3% | Added |
| Harvest Portfolios Group Inc. | 15,204 | $1.83M | 0.09% | −1,710−10.1% | Reduced |
| Cavalier Investments, LLC | 15,105 | $1.81M | 0.71% | +15,105 | New |
| Marathon Capital Management | 15,054 | $1.81M | 0.46% | −21,326−58.6% | Reduced |
| Capital Advisors Inc | 14,946 | $1.80M | 0.05% | −244−1.6% | Reduced |
| Banque Cantonale Vaudoise | 14,846 | $1.78M | 0.09% | +1,644+12.5% | Added |
| Teamwork Financial Advisors, LLC | 14,667 | $1.76M | 0.29% | +293+2.0% | Added |
| Harbour Investment Management LLC | 14,611 | $1.76M | 1.00% | 00.0% | Unchanged |
| Everett Harris & Co | 14,595 | $1.75M | 0.03% | −376−2.5% | Reduced |
| Stephens Inc | 14,521 | $1.74M | 0.03% | −340−2.3% | Reduced |
| Two Sigma Investments, LP | 14,500 | $1.74M | 0.00% | −91,669−86.3% | Reduced |
| Koshinski Asset Management, Inc. | 14,461 | $1.74M | 0.20% | +128+0.9% | Added |
| Fiduciary Trust Co | 14,413 | $1.73M | 0.03% | +205+1.4% | Added |
| First Hawaiian Bank | 14,391 | $1.73M | 0.06% | 00.0% | Unchanged |
| Retireful, LLC | 14,297 | $1.72M | 0.82% | +14,297 | New |
| Alberta Investment Management Corp | 14,200 | $1.71M | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,084 | $1.69M | 0.08% | +1,460+11.6% | Added |
| Great Valley Advisor Group, Inc. | 14,068 | $1.69M | 0.07% | +739+5.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,056 | $1.69M | 0.05% | −418−2.9% | Reduced |
| X-Square Capital, LLC | 19,556 | $1.68M | 1.13% | 00.0% | Unchanged |
| Terry L. Blaker | 13,977 | $1.68M | 0.15% | −36−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 13,970 | $1.68M | 0.08% | +1,097+8.5% | Added |
| KMG Fiduciary Partners, LLC | 13,955 | $1.68M | 0.22% | −1,266−8.3% | Reduced |
| Sigma Planning Corp | 13,891 | $1.67M | 0.06% | +535+4.0% | Added |
| AlphaStar Capital Management, LLC | 13,880 | $1.67M | 0.21% | −2,410−14.8% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.66M | 0.08% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 13,408 | $1.65M | 0.12% | +13,408 | New |
| Haverford Trust Co | 13,747 | $1.65M | 0.02% | −174−1.2% | Reduced |
| Vinva Investment Management Ltd | 13,188 | $1.63M | 0.15% | +5,281+66.8% | Added |