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 2022
Institutional positions in Phillips 66 as of Sep 30, 2022. 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
- 1,419
- −6 vs. Q2 2022
- Shares held
- 338.7M
- −6.48M (−1.9%) vs. Q2 2022
- Total value
- $27.4B
- −$934.1M (−3.3%) vs. Q2 2022
- New holders
- 98
- 600 more added
- Sold out
- 104
- 454 more reduced
20 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 1 | $0 | 0.00% | −32−97.0% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $1.00K | 0.00% | −96−86.5% | Reduced |
| Column Capital Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $1.04K | 0.00% | +10 | New |
| Aua Capital Management, LLC | 26 | $2.00K | 0.00% | −2−7.1% | Reduced |
| Johnson Midwest Financial, LLC | 19 | $2.00K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $2.42K | 0.00% | +30 | New |
| RE Dickinson Investment Advisors, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 34 | $3.00K | 0.00% | +1+3.0% | Added |
| American National Bank | 40 | $3.00K | 0.00% | +25+166.7% | Added |
| Point72 Hong Kong Ltd | 32 | $3.00K | 0.00% | +32 | New |
| Raleigh Capital Management Inc. | 36 | $3.00K | 0.00% | +36 | New |
| Abound Wealth Management | 42 | $3.41K | 0.00% | +42 | New |
| Loomis Sayles & Co L P | 49 | $4.00K | 0.00% | −162−76.8% | Reduced |
| Exchange Traded Concepts, LLC | 45 | $4.00K | 0.00% | −19−29.7% | Reduced |
| Karlinski Andrew C | 54 | $4.00K | 0.01% | −5−8.5% | Reduced |
| Webster Bank, N. A. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $4.00K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 48 | $4.00K | 0.00% | +48 | New |
| Albion Financial Group | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 63 | $5.08K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 65 | $5.25K | 0.00% | +65 | New |
| Kelly Financial Services LLC | 69 | $5.57K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 70 | $6.00K | 0.01% | −45−39.1% | Reduced |
| Castleview Partners, LLC | 70 | $6.00K | 0.01% | −130−65.0% | Reduced |
| HighMark Wealth Management LLC | 69 | $6.00K | 0.01% | +1+1.5% | Added |
| Crewe Advisors LLC | 73 | $6.00K | 0.00% | +13+21.7% | Added |
| Raffa Wealth Management, LLC | 76 | $6.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 77 | $6.21K | 0.00% | −68−46.9% | Reduced |
| West Branch Capital LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 96 | $7.75K | 0.01% | +96 | New |
| Bell Investment Advisors, Inc | 96 | $8.00K | 0.00% | −23−19.3% | Reduced |
| Wagner Wealth Management, LLC | 105 | $8.00K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $8.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $8.00K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $8.00K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $8.00K | 0.00% | +25+32.5% | Added |
| American State Bank (Iowa) | 105 | $8.48K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 142 | $9.00K | 0.02% | +1+0.7% | Added |
| Roble, Belko & Company, Inc | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 118 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 129 | $10.0K | 0.00% | +78+152.9% | Added |
| Goodwin Investment Advisory | 128 | $10.0K | 0.01% | +128 | New |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Barrett & Company, Inc. | 99 | $10.3K | 0.01% | +99 | New |
| Stephens Consulting, LLC | 133 | $10.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 160 | $12.0K | 0.00% | +1+0.6% | Added |
| Burleson & Company, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 144 | $12.0K | 0.00% | +1+0.7% | Added |
| PFG Private Wealth Management, LLC | 147 | $12.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 148 | $12.0K | 0.01% | +1+0.7% | Added |
| Professional Financial Advisors, LLC | 164 | $13.0K | 0.01% | +1+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 179 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $14.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $15.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $15.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 192 | $15.0K | 0.01% | +63+48.8% | Added |
| Hoey Investments, Inc | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 194 | $16.0K | 0.01% | −5−2.5% | Reduced |
| Coston, McIsaac & Partners | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 204 | $16.0K | 0.01% | +187+1,100.0% | Added |
| WR Wealth Planners, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 210 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 208 | $17.0K | 0.02% | −40−16.1% | Reduced |
| TFC Financial Management | 215 | $17.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $17.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $17.0K | 0.01% | +76+54.7% | Added |
| Morton Brown Family Wealth, LLC | 219 | $18.0K | 0.01% | −19−8.0% | Reduced |
| First Financial Corp | 220 | $18.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 219 | $18.0K | 0.01% | +1+0.5% | Added |
| Win Advisors, Inc | 218 | $18.0K | 0.01% | +1+0.5% | Added |
| Atticus Wealth Management, LLC | 237 | $19.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 233 | $19.0K | 0.01% | +233 | New |
| Mascoma Wealth Management LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 271 | $22.0K | 0.01% | +21+8.4% | Added |
| Sound Income Strategies, LLC | 269 | $22.0K | 0.00% | +98+57.3% | Added |
| Ten Capital Wealth Advisors, LLC | 272 | $22.0K | 0.01% | +107+64.8% | Added |