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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 9,398 | $1.13M | 0.08% | +282+3.1% | Added |
| Peapack Gladstone Financial Corp | 9,283 | $1.11M | 0.02% | +1,960+26.8% | Added |
| Jacobi Capital Management LLC | 9,242 | $1.11M | 0.13% | −106−1.1% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $1.11M | 0.11% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 9,135 | $1.10M | 0.26% | 00.0% | Unchanged |
| Patten Group, Inc. | 9,127 | $1.10M | 0.33% | −205−2.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,109 | $1.09M | 0.30% | −377−4.0% | Reduced |
| Guyasuta Investment Advisors Inc | 9,096 | $1.09M | 0.08% | +33+0.4% | Added |
| Basepoint Wealth LLC | 9,090 | $1.09M | 0.89% | −596−6.2% | Reduced |
| Delta Financial Advisors LLC | 9,083 | $1.09M | 0.49% | +20.0% | Added |
| Greylin Investment Mangement Inc | 9,071 | $1.09M | 0.20% | −1,881−17.2% | Reduced |
| First National Trust Co | 9,065 | $1.09M | 0.05% | −365−3.9% | Reduced |
| Cannell Peter B & Co Inc | 9,055 | $1.09M | 0.04% | −650−6.7% | Reduced |
| Covenant Partners, LLC | 9,023 | $1.08M | 0.39% | −1,508−14.3% | Reduced |
| Boston Private Wealth LLC | 9,017 | $1.08M | 0.02% | −344−3.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,958 | $1.08M | 0.08% | −3,642−28.9% | Reduced |
| Bank of Hawaii | 8,943 | $1.07M | 0.06% | +440+5.2% | Added |
| Imprint Wealth LLC | 8,924 | $1.07M | 0.91% | +2,431+37.4% | Added |
| Intrua Financial, LLC | 8,919 | $1.07M | 0.19% | −456−4.9% | Reduced |
| Karpas Strategies, LLC | 8,903 | $1.07M | 0.39% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 8,900 | $1.07M | 0.05% | +5,800+187.1% | Added |
| Cynosure Management, LLC | 8,882 | $1.07M | 0.33% | −2,592−22.6% | Reduced |
| Pacific Global Investment Management CO | 8,859 | $1.06M | 0.23% | +16+0.2% | Added |
| Forum Financial Management, LP | 8,839 | $1.06M | 0.02% | +1,285+17.0% | Added |
| Moloney Securities Asset Management, LLC | 8,817 | $1.06M | 0.19% | +6,708+318.1% | Added |
| SeaCrest Wealth Management, LLC | 8,784 | $1.06M | 0.14% | −797−8.3% | Reduced |
| Wimmer Associates 1, LLC | 8,774 | $1.05M | 0.66% | +270+3.2% | Added |
| Columbia Trust Co 01012016 | 8,755 | $1.05M | 0.61% | +45+0.5% | Added |
| Verdence Capital Advisors LLC | 8,727 | $1.05M | 0.11% | +223+2.6% | Added |
| Cookson Peirce & Co Inc | 8,724 | $1.05M | 0.07% | +226+2.7% | Added |
| CFO4Life Group, LLC | 8,720 | $1.05M | 0.24% | −104−1.2% | Reduced |
| Rathbone Brothers plc | 8,568 | $1.03M | 0.01% | +8,568 | New |
| Oak Hill Wealth Advisors, LLC | 8,512 | $1.02M | 0.39% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,472 | $1.02M | 0.05% | −592−6.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,471 | $1.02M | 0.30% | +200+2.4% | Added |
| Mutual Advisors, LLC | 8,425 | $1.01M | 0.04% | +234+2.9% | Added |
| Aventail Capital Group, LP | 8,271 | $993.8K | 0.07% | +8,271 | New |
| Investors Research Corp | 8,240 | $990.0K | 0.26% | −1,102−11.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,239 | $989.9K | 0.26% | −1,305−13.7% | Reduced |
| Fisher Asset Management, LLC | 8,235 | $989.5K | 0.00% | +2,461+42.6% | Added |
| NVWM, LLC | 8,211 | $986.6K | 0.32% | +437+5.6% | Added |
| Commerzbank Aktiengesellschaft | 8,197 | $985.0K | 0.05% | −12,587−60.6% | Reduced |
| Baker Ellis Asset Management LLC | 8,189 | $983.9K | 0.18% | −10−0.1% | Reduced |
| Searle & Co. | 8,171 | $981.7K | 0.33% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 8,650 | $981.3K | 0.64% | +1,000+13.1% | Added |
| Colony Group LLC | 8,137 | $978.0K | 0.01% | −282−3.3% | Reduced |
| Argent Trust Co | 8,139 | $977.9K | 0.05% | −121−1.5% | Reduced |
| WESPAC Advisors, LLC | 8,072 | $969.9K | 0.73% | +98+1.2% | Added |
| True North Advisors, LLC | 8,065 | $969.0K | 0.30% | +29+0.4% | Added |
| Fiduciary Group LLC | 8,059 | $968.3K | 0.12% | −120−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,053 | $967.6K | 0.07% | +1,055+15.1% | Added |
| Longfellow Investment Management Co LLC | 8,021 | $963.7K | 0.26% | −2,623−24.6% | Reduced |
| Westmount Partners, LLC | 8,004 | $961.7K | 0.42% | +110+1.4% | Added |
| Equitable Holdings, Inc. | 7,973 | $958.0K | 0.01% | +1,012+14.5% | Added |
| Impact Partnership Wealth, LLC | 7,946 | $954.7K | 0.30% | +4,468+128.5% | Added |
| Bleakley Financial Group, LLC | 7,880 | $946.8K | 0.03% | −2,085−20.9% | Reduced |
| Sawtooth Solutions, LLC | 7,880 | $946.8K | 0.03% | −2,082−20.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,803 | $938.0K | 0.07% | +1,086+16.2% | Added |
| Peoples Bank | 7,795 | $936.6K | 0.61% | −5−0.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 7,742 | $930.2K | 0.01% | −466−5.7% | Reduced |
| Cullinan Associates Inc | 7,739 | $929.8K | 0.05% | −2,700−25.9% | Reduced |
| Bull Street Advisors, LLC | 7,731 | $929.0K | 0.49% | −20−0.3% | Reduced |
| Private Capital Management, LLC | 7,703 | $925.6K | 0.11% | −35−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 7,691 | $924.1K | 0.35% | −60−0.8% | Reduced |
| Mairs & Power Inc | 7,679 | $922.6K | 0.01% | −310−3.9% | Reduced |
| WealthTrust Axiom LLC | 7,640 | $918.1K | 0.33% | +4+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 7,634 | $917.2K | 0.12% | +364+5.0% | Added |
| We Are One Seven, LLC | 7,587 | $911.6K | 0.07% | +298+4.1% | Added |
| Park Place Capital Corp | 7,572 | $909.8K | 0.27% | +659+9.5% | Added |
| Trustmark National Bank Trust Department | 7,536 | $905.5K | 0.09% | −920−10.9% | Reduced |
| Gateway Investment Advisers LLC | 7,468 | $897.3K | 0.01% | −36,790−83.1% | Reduced |
| FineMark National Bank & Trust | 7,457 | $896.0K | 0.04% | −117−1.5% | Reduced |
| Wolverine Trading, LLC | 7,455 | $895.7K | 0.01% | −23,636−76.0% | Reduced |
| EP Wealth Advisors, LLC | 7,451 | $895.2K | 0.01% | −42,786−85.2% | Reduced |
| Edge Capital Group, LLC | 7,438 | $893.7K | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,433 | $893.1K | 0.03% | +322+4.5% | Added |
| Ramirez Asset Management, Inc. | 7,374 | $886.0K | 0.19% | +7,374 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,359 | $884.2K | 0.26% | +23+0.3% | Added |
| Wahed Invest LLC | 7,345 | $882.5K | 0.29% | +730+11.0% | Added |
| Glenview Trust Co | 7,344 | $882.4K | 0.02% | +200+2.8% | Added |
| Institute for Wealth Management, LLC. | 7,321 | $879.6K | 0.16% | −37−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 7,310 | $878.3K | 0.07% | −239−3.2% | Reduced |
| Hunter Associates Investment Management LLC | 7,312 | $877.0K | 0.18% | +52+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,276 | $874.0K | 0.57% | −41−0.6% | Reduced |
| Landscape Capital Management, L.L.C. | 7,255 | $871.7K | 0.12% | +7,255 | New |
| Dearborn Partners LLC | 7,241 | $870.0K | 0.03% | +1,055+17.1% | Added |
| Agf Management Ltd | 7,191 | $864.0K | 0.01% | +7,191 | New |
| Chelsea Counsel Co | 7,090 | $851.9K | 0.44% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 7,080 | $850.7K | 0.24% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,064 | $848.7K | 0.52% | −577−7.6% | Reduced |
| Cladis Investment Advisory, LLC | 6,971 | $837.6K | 0.73% | 00.0% | Unchanged |
| 1st Source Bank | 6,926 | $832.2K | 0.06% | −23−0.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $832.0K | 0.63% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 6,923 | $831.8K | 0.53% | +6,923 | New |
| David Loasby | 7,514 | $830.2K | 0.09% | +415+5.8% | Added |
| First National Bank & Trust Co of Newtown | 6,886 | $827.3K | 0.19% | −1,640−19.2% | Reduced |
| ISAM Funds (UK) Ltd | 6,876 | $826.2K | 0.52% | +6,876 | New |
| Hodges Capital Management Inc. | 6,873 | $826.0K | 0.10% | −10,732−61.0% | Reduced |
| Old National Bancorp | 6,867 | $825.1K | 0.02% | −1,328−16.2% | Reduced |
| Spreng Capital Management, Inc. | 6,865 | $824.8K | 0.61% | −33−0.5% | Reduced |