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; 2,108 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
- 1,418
- −7 vs. Q2 2022
- Shares held
- 338.7M
- −6.48M (−1.9%) vs. Q2 2022
- Total value
- $27.4B
- −$934.3M (−3.3%) vs. Q2 2022
- New holders
- 97
- 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 18,227 | $1.47M | 0.23% | +161+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.48M | 0.25% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 17,740 | $1.48M | 0.39% | +380+2.2% | Added |
| Cipher Capital LP | 18,480 | $1.49M | 0.24% | −16,359−47.0% | Reduced |
| Icon Wealth Advisors, LLC | 18,541 | $1.50M | 0.18% | +18,541 | New |
| Mirabella Financial Services LLP | 18,578 | $1.50M | 0.16% | +18,578 | New |
| apricus wealth, LLC | 18,780 | $1.52M | 1.51% | −855−4.4% | Reduced |
| HAP Trading, LLC | 18,833 | $1.52M | 0.20% | +3,617+23.8% | Added |
| Trustmark National Bank Trust Department | 18,883 | $1.52M | 0.15% | −250−1.3% | Reduced |
| Convergence Investment Partners, LLC | 18,978 | $1.53M | 1.00% | +4,877+34.6% | Added |
| Carret Asset Management, LLC | 18,990 | $1.53M | 0.23% | −250−1.3% | Reduced |
| STRS Ohio | 19,091 | $1.54M | 0.01% | +3,943+26.0% | Added |
| Tokio Marine Asset Management Co Ltd | 19,105 | $1.54M | 0.13% | +2,160+12.7% | Added |
| Keystone Wealth Services, LLC | 19,125 | $1.54M | 0.73% | +70.0% | Added |
| Prospera Financial Services Inc | 19,190 | $1.55M | 0.08% | −20,336−51.4% | Reduced |
| Synovus Financial Corp | 19,326 | $1.55M | 0.02% | +2,834+17.2% | Added |
| Cetera Advisors LLC | 19,657 | $1.59M | 0.04% | −84−0.4% | Reduced |
| Cunning Capital Partners, LP | 19,750 | $1.59M | 1.26% | +3,950+25.0% | Added |
| Mountain Capital Investment Advisors, Inc | 16,277 | $1.59M | 0.84% | +1,390+9.3% | Added |
| ARS Investment Partners, LLC | 19,755 | $1.59M | 0.22% | +14,905+307.3% | Added |
| Strategic Financial Services, Inc, | 19,990 | $1.61M | 0.14% | −320−1.6% | Reduced |
| Cheviot Value Management, LLC | 20,466 | $1.65M | 0.45% | −96−0.5% | Reduced |
| Hartford Financial Management Inc. | 20,664 | $1.67M | 0.49% | −130−0.6% | Reduced |
| First Nebraska Trust Co | 20,666 | $1.67M | 0.24% | +75+0.4% | Added |
| Bessemer Group Inc | 20,693 | $1.67M | 0.00% | −8,873−30.0% | Reduced |
| Herold Advisors, Inc. | 20,847 | $1.68M | 0.82% | +20,847 | New |
| Somerset Trust Co | 20,851 | $1.68M | 0.78% | +332+1.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 20,959 | $1.69M | 0.21% | −6,113−22.6% | Reduced |
| Burney Co | 21,011 | $1.70M | 0.09% | +2,133+11.3% | Added |
| Neville Rodie & Shaw Inc | 21,172 | $1.71M | 0.17% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 21,201 | $1.71M | 0.07% | −5,952−21.9% | Reduced |
| City Holding Co | 21,220 | $1.71M | 0.34% | −860−3.9% | Reduced |
| Wilen Investment Management Corp. | 21,416 | $1.71M | 1.75% | 00.0% | Unchanged |
| Patten & Patten Inc | 21,262 | $1.72M | 0.16% | −20−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 21,258 | $1.72M | 0.10% | +1,275+6.4% | Added |
| XML Financial, LLC | 21,329 | $1.72M | 0.24% | +21,329 | New |
| Wedbush Securities Inc | 21,478 | $1.73M | 0.10% | +475+2.3% | Added |
| Miracle Mile Advisors, LLC | 21,525 | $1.74M | 0.08% | +94+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 21,573 | $1.74M | 0.08% | +17,967+498.3% | Added |
| Koshinski Asset Management, Inc. | 21,648 | $1.75M | 0.21% | +785+3.8% | Added |
| Mather Group, LLC. | 21,642 | $1.75M | 0.04% | +2,003+10.2% | Added |
| Cardinal Capital Management | 21,683 | $1.75M | 0.41% | +589+2.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,764 | $1.76M | 1.76% | −777−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,066 | $1.76M | 0.03% | +19,066 | New |
| LexAurum Advisors, LLC | 21,859 | $1.76M | 0.68% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21,979 | $1.77M | 0.09% | −30,685−58.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,979 | $1.77M | 0.10% | −1,185−5.1% | Reduced |
| Millennium Management LLC | 22,209 | $1.79M | 0.00% | −551,469−96.1% | Reduced |
| Bailard, Inc. | 22,315 | $1.80M | 0.07% | +651+3.0% | Added |
| Western Wealth Management, LLC | 19,260 | $1.80M | 0.10% | +835+4.5% | Added |
| MAI Capital Management | 22,400 | $1.81M | 0.03% | −430−1.9% | Reduced |
| Econ Financial Services Corp | 22,423 | $1.81M | 1.49% | +22,423 | New |
| Toroso Investments, LLC | 22,512 | $1.82M | 0.08% | +3,213+16.6% | Added |
| CSS LLC | 22,712 | $1.83M | 0.11% | +4,000+21.4% | Added |
| Corient Capital Partners, LLC | 22,399 | $1.84M | 0.14% | +193+0.9% | Added |
| TownSquare Capital, LLC | 22,935 | $1.85M | 0.05% | +440+2.0% | Added |
| Veritable, L.P. | 23,028 | $1.86M | 0.04% | −8,070−26.0% | Reduced |
| Stratos Wealth Partners, LTD. | 23,165 | $1.87M | 0.05% | −561−2.4% | Reduced |
| HBK Sorce Advisory LLC | 23,552 | $1.90M | 0.13% | +5,984+34.1% | Added |
| O'Shaughnessy Asset Management, LLC | 23,776 | $1.92M | 0.04% | +10,676+81.5% | Added |
| Shelton Capital Management | 24,213 | $1.95M | 0.09% | −2,983−11.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,276 | $1.96M | 0.08% | −84−0.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,328 | $1.96M | 1.33% | −29−0.1% | Reduced |
| Argyle Capital Management Inc. | 24,329 | $1.96M | 0.76% | +60+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 24,478 | $1.98M | 0.05% | +116+0.5% | Added |
| TD Private Client Wealth LLC | 24,535 | $1.98M | 0.10% | +1,220+5.2% | Added |
| Regions Financial Corp | 24,554 | $1.98M | 0.02% | −491−2.0% | Reduced |
| New Mexico Educational Retirement Board | 24,628 | $1.99M | 0.11% | −1,300−5.0% | Reduced |
| Vident Investment Advisory, LLC | 25,714 | $1.99M | 0.06% | +5,283+25.9% | Added |
| JustInvest LLC | 24,678 | $1.99M | 0.09% | +6,094+32.8% | Added |
| GPS Wealth Strategies Group, LLC | 24,738 | $2.00M | 0.50% | +225+0.9% | Added |
| FDx Advisors, Inc. | 24,752 | $2.00M | 0.09% | −2,433−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,819 | $2.00M | 0.02% | −19,357−43.8% | Reduced |
| German American Bancorp, Inc. | 25,255 | $2.04M | 0.35% | +299+1.2% | Added |
| Meeder Asset Management Inc | 25,365 | $2.05M | 0.12% | +2,598+11.4% | Added |
| Green Square Capital Advisors LLC | 25,515 | $2.06M | 0.37% | +2,276+9.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,521 | $2.06M | 0.03% | +4,991+24.3% | Added |
| Garrison Asset Management, LLC | 25,608 | $2.07M | 1.46% | −95−0.4% | Reduced |
| Thrivent Financial for Lutherans | 25,658 | $2.07M | 0.01% | +868+3.5% | Added |
| Clearbridge Investments, LLC | 25,722 | $2.08M | 0.00% | +14,875+137.1% | Added |
| Zacks Investment Management | 25,988 | $2.10M | 0.03% | +20,323+358.7% | Added |
| Baxter Bros Inc | 26,234 | $2.12M | 0.38% | +991+3.9% | Added |
| SevenBridge Financial Group, LLC | 26,329 | $2.13M | 0.72% | +1,515+6.1% | Added |
| Brinker Capital Investments, LLC | 26,465 | $2.14M | 0.04% | −2,132−7.5% | Reduced |
| Prudential PLC | 26,557 | $2.14M | 0.03% | +2,398+9.9% | Added |
| Principle Wealth Partners LLC | 26,640 | $2.15M | 0.28% | −60.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 26,821 | $2.17M | 0.83% | −1,631−5.7% | Reduced |
| Becker Capital Management Inc | 26,838 | $2.17M | 0.11% | −345−1.3% | Reduced |
| Mattern Wealth Management LLC | 26,839 | $2.17M | 0.87% | +436+1.7% | Added |
| Gotham Asset Management, LLC | 26,869 | $2.17M | 0.07% | −3,272−10.9% | Reduced |
| River Wealth Advisors LLC | 26,926 | $2.17M | 0.47% | +811+3.1% | Added |
| Stock Yards Bank & Trust Co | 26,974 | $2.18M | 0.09% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 27,084 | $2.19M | 0.17% | +3,183+13.3% | Added |
| Profund Advisors LLC | 27,178 | $2.19M | 0.16% | −3,810−12.3% | Reduced |
| Johnson Investment Counsel Inc | 27,255 | $2.20M | 0.03% | −1,531−5.3% | Reduced |
| CFM Wealth Partners LLC | 27,353 | $2.21M | 0.71% | +60.0% | Added |
| Walleye Trading LLC | 27,667 | $2.23M | 0.07% | −70,648−71.9% | Reduced |
| Mount Lucas Management LP | 28,040 | $2.26M | 0.78% | −213−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 28,103 | $2.27M | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 28,447 | $2.30M | 0.09% | +550+2.0% | Added |