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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 28,574 | $2.31M | 0.21% | +80.0% | Added |
| Metropolitan Life Insurance Co | 28,638 | $2.31M | 0.11% | −338−1.2% | Reduced |
| Fundamentun, LLC | 28,920 | $2.33M | 0.47% | −578−2.0% | Reduced |
| SWS Partners | 29,077 | $2.35M | 1.09% | +2,479+9.3% | Added |
| Tower Research Capital LLC (TRC) | 29,412 | $2.37M | 0.04% | +3,030+11.5% | Added |
| Riverview Capital Advisers, LLC | 29,534 | $2.38M | 1.50% | 00.0% | Unchanged |
| Central Trust Co | 29,703 | $2.40M | 0.08% | +930+3.2% | Added |
| Colonial Trust Co | 29,816 | $2.41M | 0.77% | +29,816 | New |
| Caption Management, LLC | 29,900 | $2.41M | 0.42% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 29,900 | $2.41M | 0.37% | +7,089+31.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,224 | $2.44M | 0.87% | −88−0.3% | Reduced |
| Two Sigma Advisers, LP | 30,300 | $2.45M | 0.01% | −390,399−92.8% | Reduced |
| Vontobel Holding Ltd. | 30,421 | $2.46M | 0.03% | −24,937−45.0% | Reduced |
| Davenport & Co LLC | 30,669 | $2.48M | 0.02% | +1,486+5.1% | Added |
| Louisiana State Employees Retirement System | 30,800 | $2.49M | 0.07% | +300+1.0% | Added |
| Demars Financial Group, LLC | 30,937 | $2.50M | 1.48% | −2,539−7.6% | Reduced |
| Segall Bryant & Hamill, LLC | 30,982 | $2.50M | 0.03% | −260−0.8% | Reduced |
| National Asset Management, Inc. | 31,759 | $2.56M | 0.08% | +18,358+137.0% | Added |
| Leonteq Securities AG | 31,895 | $2.57M | 0.13% | +3,019+10.5% | Added |
| Premier Fund Managers Ltd | 32,000 | $2.58M | 0.19% | −112,000−77.8% | Reduced |
| Canal Insurance CO | 32,500 | $2.62M | 0.79% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 32,493 | $2.62M | 0.12% | 00.0% | Unchanged |
| Fluent Financial, LLC | 32,513 | $2.62M | 1.44% | +32,513 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.63M | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 32,576 | $2.63M | 0.73% | +1,106+3.5% | Added |
| Ziegler Capital Management, LLC | 31,913 | $2.65M | 0.12% | +4,863+18.0% | Added |
| Heritage Trust Co | 32,949 | $2.66M | 0.47% | −1,072−3.2% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $2.68M | 0.20% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 33,209 | $2.68M | 1.24% | +1,490+4.7% | Added |
| Wolverine Trading, LLC | 33,319 | $2.69M | 0.10% | −9,076−21.4% | Reduced |
| Candriam Luxembourg S.C.A. | 33,379 | $2.69M | 0.02% | −1,131−3.3% | Reduced |
| Citizens National Bank Trust Department | 33,409 | $2.70M | 0.83% | +5,510+19.7% | Added |
| Northwestern Mutual Wealth Management Co | 33,475 | $2.70M | 0.00% | −83,755−71.4% | Reduced |
| McDonald Partners LLC | 33,634 | $2.71M | 1.04% | −1,135−3.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 33,636 | $2.71M | 2.03% | +2,318+7.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,715 | $2.72M | 0.01% | +17,517+108.1% | Added |
| Gateway Investment Advisers LLC | 33,719 | $2.72M | 0.03% | −1,916−5.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 33,848 | $2.73M | 0.05% | −605−1.8% | Reduced |
| Regentatlantic Capital LLC | 34,226 | $2.76M | 0.08% | −4,189−10.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 34,663 | $2.80M | 0.08% | −72,352−67.6% | Reduced |
| Daiwa Securities Group Inc. | 34,944 | $2.82M | 0.02% | +1,021+3.0% | Added |
| Pinnacle Associates Ltd | 35,045 | $2.83M | 0.06% | −21−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 35,096 | $2.83M | 0.05% | +10,213+41.0% | Added |
| Exencial Wealth Advisors, LLC | 35,364 | $2.85M | 0.17% | +10,458+42.0% | Added |
| Picton Mahoney Asset Management | 35,405 | $2.86M | 0.13% | −44,275−55.6% | Reduced |
| Kingsview Wealth Management, LLC | 35,378 | $2.86M | 0.14% | −2,197−5.8% | Reduced |
| Oppenheimer & Co Inc | 35,740 | $2.88M | 0.07% | −427−1.2% | Reduced |
| Leavell Investment Management, Inc. | 35,827 | $2.89M | 0.23% | +3,745+11.7% | Added |
| Dakota Wealth Management | 35,874 | $2.90M | 0.24% | +3,032+9.2% | Added |
| Elo Mutual Pension Insurance Co | 36,134 | $2.92M | 0.11% | −1,708−4.5% | Reduced |
| PGGM Investments | 36,383 | $2.94M | 0.05% | +36,383 | New |
| Farmers & Merchants Investments Inc | 36,532 | $2.95M | 0.13% | +155+0.4% | Added |
| Oregon Public Employees Retirement Fund | 36,870 | $2.98M | 0.04% | −848−2.2% | Reduced |
| Van Eck Associates Corp | 37,383 | $3.02M | 0.01% | −9,685−20.6% | Reduced |
| Kentucky Retirement Systems | 37,656 | $3.04M | 0.13% | +1,949+5.5% | Added |
| NewSquare Capital LLC | 37,687 | $3.04M | 0.38% | +2,768+7.9% | Added |
| First American Bank | 37,984 | $3.07M | 0.32% | −542−1.4% | Reduced |
| Shorepoint Capital Partners LLC | 38,278 | $3.09M | 1.47% | +854+2.3% | Added |
| Alpha Omega Wealth Management LLC | 38,291 | $3.09M | 0.59% | +3,096+8.8% | Added |
| Pearl River Capital, LLC | 38,486 | $3.11M | 0.58% | −1,602−4.0% | Reduced |
| Altrius Capital Management Inc | 38,655 | $3.12M | 1.19% | −12,041−23.8% | Reduced |
| Ameritas Investment Partners, Inc. | 39,103 | $3.15M | 0.14% | −4,959−11.3% | Reduced |
| Securian Asset Management, Inc | 39,080 | $3.15M | 0.09% | +103+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 39,181 | $3.16M | 0.18% | +6,728+20.7% | Added |
| King Luther Capital Management Corp | 39,548 | $3.19M | 0.02% | +2,742+7.4% | Added |
| Chatham Capital Group, Inc. | 39,865 | $3.22M | 0.79% | −243−0.6% | Reduced |
| First National Bank of Omaha | 40,062 | $3.23M | 0.21% | −1,514−3.6% | Reduced |
| Private Advisor Group, LLC | 40,151 | $3.24M | 0.04% | +4,544+12.8% | Added |
| Norinchukin Bank, The | 40,248 | $3.25M | 0.07% | +5,080+14.4% | Added |
| Strategic Global Advisors, LLC | 40,521 | $3.27M | 0.54% | −1,496−3.6% | Reduced |
| Colonial Trust Advisors | 40,752 | $3.29M | 0.45% | +2,289+6.0% | Added |
| Alta Capital Management LLC | 41,090 | $3.32M | 0.26% | +2,444+6.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 41,330 | $3.34M | 1.18% | −140.0% | Reduced |
| Balyasny Asset Management LLC | 41,413 | $3.34M | 0.01% | +14,822+55.7% | Added |
| Texas Yale Capital Corp. | 41,643 | $3.36M | 0.22% | −265−0.6% | Reduced |
| Stolper Co | 41,981 | $3.39M | 1.67% | +546+1.3% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $3.40M | 1.52% | 00.0% | Unchanged |
| HM Payson & Co | 42,245 | $3.41M | 0.09% | −126−0.3% | Reduced |
| Scotia Capital Inc. | 42,524 | $3.43M | 0.03% | −9,360−18.0% | Reduced |
| Viking Fund Management LLC | 43,000 | $3.47M | 0.82% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 43,197 | $3.49M | 0.34% | +364+0.8% | Added |
| FIL Ltd | 43,238 | $3.49M | 0.00% | +3,054+7.6% | Added |
| Stratos Wealth Advisors, LLC | 43,384 | $3.50M | 0.37% | +353+0.8% | Added |
| Cetera Advisor Networks LLC | 43,564 | $3.52M | 0.04% | +1,001+2.4% | Added |
| Umb Bank N A | 44,038 | $3.56M | 0.06% | −5,076−10.3% | Reduced |
| Brookstone Capital Management | 38,292 | $3.56M | 0.08% | −4,966−11.5% | Reduced |
| Ancora Advisors, LLC | 44,273 | $3.57M | 0.11% | +426+1.0% | Added |
| Huntington National Bank | 44,759 | $3.61M | 0.04% | −3,129−6.5% | Reduced |
| WBI Investments | 44,815 | $3.62M | 1.05% | +3,764+9.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,864 | $3.62M | 0.08% | +812+1.8% | Added |
| Alaska Permanent Fund Corp | 44,861 | $3.62M | 0.06% | +2,709+6.4% | Added |
| Geneos Wealth Management Inc. | 44,966 | $3.63M | 0.25% | −20,412−31.2% | Reduced |
| Beacon Financial Group | 45,078 | $3.63M | 0.57% | +375+0.8% | Added |
| Varma Mutual Pension Insurance Co | 45,056 | $3.64M | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 45,271 | $3.65M | 0.61% | +31,165+220.9% | Added |
| GWM Advisors LLC | 45,339 | $3.66M | 0.06% | −6,756−13.0% | Reduced |
| Hartford Investment Management Co | 45,588 | $3.68M | 0.12% | −485−1.1% | Reduced |
| Advisory Services Network, LLC | 45,668 | $3.69M | 0.13% | −10,733−19.0% | Reduced |
| Disciplined Investments, LLC | 45,881 | $3.70M | 1.70% | −41−0.1% | Reduced |
| MUFG Americas Holdings Corp | 45,949 | $3.71M | 0.09% | −1,319−2.8% | Reduced |