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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 6,827 | $820.3K | 0.43% | 00.0% | Unchanged |
| Navalign, LLC | 6,814 | $818.8K | 0.31% | −197−2.8% | Reduced |
| Strategic Financial Services, Inc, | 6,760 | $812.2K | 0.06% | −22−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 6,743 | $810.2K | 0.02% | +2,296+51.6% | Added |
| Vise Technologies, Inc. | 6,724 | $807.8K | 0.20% | +801+13.5% | Added |
| Balentine LLC | 6,690 | $803.8K | 0.03% | −240−3.5% | Reduced |
| Westhampton Capital, LLC | 6,683 | $803.0K | 0.52% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,627 | $796.3K | 0.07% | +29+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,608 | $794.0K | 0.04% | −303−4.4% | Reduced |
| USA Financial Portformulas Corp | 6,598 | $792.8K | 1.18% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,597 | $792.7K | 0.02% | −1,747−20.9% | Reduced |
| Western Financial Corp | 6,584 | $791.1K | 0.58% | +6,584 | New |
| Hudson Valley Investment Advisors Inc | 6,568 | $789.1K | 0.11% | −300−4.4% | Reduced |
| Symmetry Partners, LLC | 6,565 | $789.0K | 0.04% | +391+6.3% | Added |
| IFP Advisors, Inc | 6,533 | $784.9K | 0.04% | −605−8.5% | Reduced |
| Miller Investment Management, LP | 6,500 | $781.0K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,465 | $776.8K | 0.05% | −7−0.1% | Reduced |
| Roof Eidam & Maycock | 6,428 | $772.3K | 0.25% | +518+8.8% | Added |
| Valley Brook Capital Group | 6,427 | $772.3K | 0.76% | +176+2.8% | Added |
| South Street Advisors LLC | 6,420 | $771.4K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,412 | $770.4K | 0.02% | +227+3.7% | Added |
| Cornerstone Wealth Management, LLC | 6,409 | $770.3K | 0.07% | −34−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 6,405 | $769.6K | 0.15% | −115−1.8% | Reduced |
| Meeder Advisory Services, Inc. | 6,368 | $765.1K | 0.10% | −800−11.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,368 | $765.1K | 0.12% | +392+6.6% | Added |
| Birmingham Capital Management Co Inc | 6,355 | $763.6K | 0.32% | +25+0.4% | Added |
| Mach-1 Financial Group, Inc. | 6,276 | $754.1K | 0.32% | +6,276 | New |
| First Dallas Securities Inc. | 6,267 | $753.0K | 0.17% | +6,267 | New |
| American Financial Group Inc | 6,250 | $751.0K | 0.26% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,210 | $746.1K | 0.04% | −408−6.2% | Reduced |
| Epoch Investment Partners, Inc. | 6,209 | $746.0K | 0.00% | −13−0.2% | Reduced |
| C2C Wealth Management, LLC | 6,267 | $743.2K | 0.11% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,142 | $738.0K | 0.14% | +3,241+111.7% | Added |
| Full Sail Capital, LLC | 6,141 | $737.8K | 0.06% | −1,439−19.0% | Reduced |
| Valmark Advisers, Inc. | 6,141 | $737.8K | 0.02% | +59+1.0% | Added |
| Hilltop Holdings Inc. | 6,136 | $737.2K | 0.09% | −17−0.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6,113 | $734.5K | 0.12% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 6,105 | $733.5K | 0.14% | +6,105 | New |
| Key Bridge Compliance, LLC | 6,105 | $733.5K | 0.23% | +6,105 | New |
| Legacy Financial Advisors, Inc. | 6,103 | $733.2K | 0.15% | +322+5.6% | Added |
| Caldwell Trust Co | 6,070 | $729.3K | 0.10% | +50+0.8% | Added |
| Rosenberg Matthew Hamilton | 6,070 | $729.3K | 0.24% | +158+2.7% | Added |
| Peoples Financial Services Corp. | 6,060 | $728.1K | 0.34% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,021 | $723.4K | 0.13% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,016 | $723.0K | 0.33% | −150−2.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,004 | $721.4K | 0.04% | +3,004+100.1% | Added |
| Johnson Financial Group, Inc. | 6,002 | $721.1K | 0.05% | +33+0.6% | Added |
| Park Circle Co | 6,000 | $720.9K | 0.68% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,988 | $719.5K | 0.05% | −749−11.1% | Reduced |
| Trust Co of Toledo NA | 5,940 | $713.7K | 0.14% | −640−9.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,934 | $713.0K | 0.09% | −4,699−44.2% | Reduced |
| Mystic Asset Management, Inc. | 5,934 | $713.0K | 0.40% | −35−0.6% | Reduced |
| Integrated Advisors Network LLC | 5,930 | $712.4K | 0.04% | −35−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,067 | $711.9K | 0.04% | +2,378+64.5% | Added |
| Allen Capital Group, LLC | 5,980 | $711.7K | 0.13% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 5,918 | $711.0K | 0.07% | +86+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,843 | $702.0K | 0.12% | +20.0% | Added |
| Atlas Capital Advisors LLC | 5,821 | $699.4K | 0.12% | +46+0.8% | Added |
| Retirement Group, LLC | 5,809 | $698.0K | 0.29% | +10.0% | Added |
| Stegent Equity Advisors, Inc. | 5,795 | $696.3K | 0.88% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,793 | $696.0K | 0.02% | 00.0% | Unchanged |
| Doheny Asset Management | 5,789 | $696.0K | 0.67% | −1,550−21.1% | Reduced |
| Bradley Foster & Sargent Inc | 7,272 | $693.6K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,769 | $693.1K | 0.00% | −23,961−80.6% | Reduced |
| Palisade Asset Management, LLC | 5,753 | $691.2K | 0.08% | −64−1.1% | Reduced |
| Private Trust Co NA | 5,750 | $690.9K | 0.09% | −245−4.1% | Reduced |
| Thrive Wealth Management, LLC | 5,722 | $687.4K | 0.18% | +461+8.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,715 | $686.7K | 0.15% | +6+0.1% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $685.2K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,703 | $685.2K | 0.03% | +51+0.9% | Added |
| Busey Wealth Management | 5,691 | $683.8K | 0.03% | −429−7.0% | Reduced |
| Cubist Systematic Strategies, LLC | 5,681 | $682.6K | 0.01% | −95,402−94.4% | Reduced |
| MONECO Advisors, LLC | 5,674 | $681.8K | 0.18% | +57+1.0% | Added |
| Kovack Advisors, Inc. | 5,656 | $679.6K | 0.09% | +196+3.6% | Added |
| J.W. Cole Advisors, Inc. | 5,652 | $679.1K | 0.05% | −1,394−19.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,641 | $677.7K | 0.38% | −488−8.0% | Reduced |
| J2 Capital Management Inc | 5,608 | $673.8K | 0.85% | −9−0.2% | Reduced |
| Worth Financial Advisory Group, LLC | 5,570 | $669.2K | 0.60% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,500 | $660.8K | 0.62% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,494 | $660.1K | 0.07% | +5,494 | New |
| Gamco Investors, Inc. Et Al | 5,483 | $658.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,430 | $652.4K | 0.05% | +667+14.0% | Added |
| Nwam LLC | 5,395 | $648.3K | 0.07% | +232+4.5% | Added |
| Campion Asset Management LLC | 5,354 | $643.3K | 0.59% | 00.0% | Unchanged |
| First Foundation Advisors | 5,304 | $637.2K | 0.03% | +571+12.1% | Added |
| Kingswood Wealth Advisors, LLC | 5,237 | $629.2K | 0.11% | +5,237 | New |
| RSM US Wealth Management LLC | 5,188 | $623.3K | 0.02% | −221−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,509 | $622.8K | 0.03% | +19+0.3% | Added |
| Cambridge Trust Co | 5,167 | $620.8K | 0.03% | −141−2.7% | Reduced |
| Prelude Capital Management, LLC | 5,163 | $620.3K | 0.06% | +2,024+64.5% | Added |
| Connectus Wealth, LLC | 5,150 | $618.8K | 0.01% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 5,145 | $618.2K | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,129 | $616.3K | 0.07% | +337+7.0% | Added |
| Essex Savings Bank | 5,110 | $614.0K | 0.21% | +5+0.1% | Added |
| Weatherly Asset Management L. P. | 5,109 | $613.8K | 0.07% | −400−7.3% | Reduced |
| Charter Trust Co | 5,106 | $613.5K | 0.05% | −445−8.0% | Reduced |
| Wealthcare Advisory Partners LLC | 5,104 | $613.2K | 0.03% | +557+12.2% | Added |
| Linscomb & Williams, Inc. | 5,089 | $611.4K | 0.04% | −79−1.5% | Reduced |
| Wealth Alliance | 5,080 | $610.4K | 0.10% | −2,259−30.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,069 | $610.0K | 0.18% | −2,376−31.9% | Reduced |