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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 45,999 | $3.71M | 0.02% | −8,600−15.8% | Reduced |
| Telos Capital Management, Inc. | 46,249 | $3.73M | 0.61% | +2,280+5.2% | Added |
| Jane Street Group, LLC | 46,445 | $3.75M | 0.01% | −79,404−63.1% | Reduced |
| Park Avenue Securities LLC | 46,595 | $3.76M | 0.07% | +3,611+8.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 39,972 | $3.76M | 2.61% | −2,064−4.9% | Reduced |
| Rothschild Investment Corp | 46,941 | $3.79M | 0.37% | −3,200−6.4% | Reduced |
| Mirador Capital Partners LP | 47,033 | $3.80M | 0.92% | +818+1.8% | Added |
| British Columbia Investment Management Corp | 47,677 | $3.85M | 0.04% | −8,050−14.4% | Reduced |
| IFP Advisors, Inc | 32,046 | $3.85M | 0.11% | +2,261+7.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 48,100 | $3.88M | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 48,124 | $3.88M | 0.18% | +7,035+17.1% | Added |
| Meyer Handelman Co | 48,672 | $3.93M | 0.18% | −1,500−3.0% | Reduced |
| Atria Investments LLC | 48,882 | $3.95M | 0.09% | +4,014+8.9% | Added |
| Westpac Banking Corp | 48,993 | $3.95M | 0.06% | +5,931+13.8% | Added |
| AE Wealth Management LLC | 49,045 | $3.96M | 0.03% | −10,481−17.6% | Reduced |
| Brown Advisory Inc | 49,638 | $4.01M | 0.01% | +3,829+8.4% | Added |
| RBF Capital, LLC | 50,000 | $4.04M | 0.35% | 00.0% | Unchanged |
| Hendley & Co Inc | 50,073 | $4.04M | 1.86% | −157−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 50,370 | $4.07M | 0.06% | +1,146+2.3% | Added |
| Intech Investment Management LLC | 51,854 | $4.19M | 0.03% | +23,371+82.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 52,547 | $4.24M | 1.06% | −1,237−2.3% | Reduced |
| Cerity Partners LLC | 53,330 | $4.30M | 0.05% | +1,159+2.2% | Added |
| Simmons Bank | 53,411 | $4.31M | 0.40% | +817+1.6% | Added |
| Bank of Nova Scotia | 53,862 | $4.35M | 0.01% | −17,187−24.2% | Reduced |
| Cary Street Partners Asset Management LLC | 53,856 | $4.35M | 1.04% | +339+0.6% | Added |
| Country Club Bank | 54,211 | $4.37M | 0.42% | −2,362−4.2% | Reduced |
| Commerce Bank | 54,241 | $4.38M | 0.04% | −1,581−2.8% | Reduced |
| Brick & Kyle, Associates | 54,323 | $4.39M | 2.66% | +782+1.5% | Added |
| Nkcfo LLC | 54,500 | $4.40M | 2.03% | +1,300+2.4% | Added |
| Wealthfront Advisers LLC | 55,162 | $4.45M | 0.02% | +12,300+28.7% | Added |
| Czech National Bank | 55,884 | $4.51M | 0.13% | +55,884 | New |
| Nissay Asset Management Corp | 56,345 | $4.55M | 0.05% | +2,157+4.0% | Added |
| Wesbanco Bank Inc | 56,428 | $4.55M | 0.31% | −45,975−44.9% | Reduced |
| Venture Visionary Partners LLC | 56,451 | $4.56M | 0.37% | +13,079+30.2% | Added |
| Sompo Asset Management Co., Ltd. | 56,485 | $4.56M | 1.16% | +570+1.0% | Added |
| Berger Financial Group, Inc | 56,540 | $4.56M | 0.67% | +1,519+2.8% | Added |
| Navellier & Associates Inc | 56,762 | $4.58M | 1.02% | −766−1.3% | Reduced |
| Tocqueville Asset Management L.P. | 57,549 | $4.64M | 0.09% | −405−0.7% | Reduced |
| Janus Henderson Group PLC | 58,036 | $4.69M | 0.00% | −2,085−3.5% | Reduced |
| Quadrature Capital Ltd | 58,273 | $4.71M | 0.15% | +43,240+287.6% | Added |
| Buckingham Capital Management, Inc. | 58,999 | $4.76M | 0.92% | +2,100+3.7% | Added |
| Alley Investment Management Company, LLC | 59,560 | $4.81M | 0.96% | +332+0.6% | Added |
| Kornitzer Capital Management Inc | 59,786 | $4.83M | 0.10% | +6,854+12.9% | Added |
| CIBC Private Wealth Group, LLC | 60,247 | $4.86M | 0.01% | +2,635+4.6% | Added |
| Adell Harriman & Carpenter Inc | 60,266 | $4.86M | 0.59% | +17,013+39.3% | Added |
| First American Trust, FSB | 60,462 | $4.88M | 0.82% | −17,651−22.6% | Reduced |
| United Capital Financial Advisers, LLC | 60,994 | $4.92M | 0.03% | +15,667+34.6% | Added |
| Congress Wealth Management LLC | 61,043 | $4.93M | 0.13% | −329−0.5% | Reduced |
| Mackenzie Financial Corp | 61,148 | $4.94M | 0.01% | +9,417+18.2% | Added |
| Montgomery Investment Management Inc | 61,252 | $4.94M | 2.03% | +100+0.2% | Added |
| Scissortail Wealth Management, LLC | 48,642 | $5.02M | 2.61% | +15,948+48.8% | Added |
| Fifth Third Bancorp | 62,234 | $5.02M | 0.03% | +1,342+2.2% | Added |
| Royal Fund Management, LLC | 63,100 | $5.09M | 0.94% | +1,007+1.6% | Added |
| Holocene Advisors, LP | 63,135 | $5.10M | 0.03% | +63,135 | New |
| Rodgers Brothers Inc. | 63,223 | $5.10M | 1.09% | +18,100+40.1% | Added |
| Cubist Systematic Strategies, LLC | 63,592 | $5.13M | 0.04% | −335,113−84.1% | Reduced |
| ARGI Investment Services, LLC | 64,809 | $5.23M | 0.18% | +6,646+11.4% | Added |
| Intact Investment Management Inc. | 65,100 | $5.26M | 0.17% | +8,000+14.0% | Added |
| Schroder Investment Management Group | 65,636 | $5.30M | 0.01% | −2,158−3.2% | Reduced |
| Mutual of America Capital Management LLC | 66,603 | $5.38M | 0.07% | +1,027+1.6% | Added |
| CIBC Asset Management Inc | 66,632 | $5.38M | 0.02% | +6,727+11.2% | Added |
| Worldquant Millennium Advisors LLC | 66,763 | $5.39M | 0.13% | −205,497−75.5% | Reduced |
| Xponance, Inc. | 66,928 | $5.40M | 0.10% | +17,417+35.2% | Added |
| Foundation Resource Management Inc | 67,925 | $5.48M | 1.04% | +1,072+1.6% | Added |
| Texas Permanent School Fund | 68,066 | $5.49M | 0.09% | +4,520+7.1% | Added |
| Assenagon Asset Management S.A. | 68,346 | $5.52M | 0.02% | +62,818+1,136.4% | Added |
| Atlantic Union Bankshares Corp | 68,666 | $5.54M | 0.64% | −25,325−26.9% | Reduced |
| Osborne Partners Capital Management, LLC | 69,874 | $5.64M | 0.47% | −298−0.4% | Reduced |
| United Services Automobile Association | 70,180 | $5.67M | 0.16% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,363 | $5.68M | 0.06% | −12,106−14.7% | Reduced |
| Fort Point Capital Partners LLC | 71,609 | $5.78M | 1.08% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 72,027 | $5.81M | 1.25% | +484+0.7% | Added |
| D.A. Davidson & Co. | 72,432 | $5.85M | 0.08% | −667−0.9% | Reduced |
| DT Investment Partners, LLC | 72,960 | $5.89M | 0.96% | +7,028+10.7% | Added |
| Federated Hermes, Inc. | 73,116 | $5.90M | 0.02% | +36,142+97.7% | Added |
| Visionary Wealth Advisors | 73,358 | $5.92M | 0.61% | +3,893+5.6% | Added |
| Marco Investment Management LLC | 76,361 | $6.16M | 0.78% | +2,015+2.7% | Added |
| Kestra Private Wealth Services, LLC | 76,881 | $6.21M | 0.36% | +8,142+11.8% | Added |
| Sequoia Financial Advisors, LLC | 76,910 | $6.21M | 0.20% | +11,699+17.9% | Added |
| Bryn Mawr Trust Co | 76,970 | $6.21M | 0.30% | +2,300+3.1% | Added |
| New York Life Investment Management LLC | 77,625 | $6.26M | 0.08% | −622−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 78,330 | $6.32M | 0.84% | +2,554+3.4% | Added |
| Gulf International Bank (UK) Ltd | 78,418 | $6.33M | 0.12% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 78,515 | $6.34M | 0.03% | −51,616−39.7% | Reduced |
| Wintrust Investments LLC | 78,919 | $6.37M | 0.80% | −1,711−2.1% | Reduced |
| Opus Investment Management Inc | 79,689 | $6.43M | 1.50% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 79,716 | $6.43M | 0.18% | +36,679+85.2% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $6.46M | 0.69% | 00.0% | Unchanged |
| FourThought Financial, LLC | 81,294 | $6.56M | 0.97% | +11,556+16.6% | Added |
| IFM Investors Pty Ltd | 82,175 | $6.63M | 0.12% | +983+1.2% | Added |
| Empowered Funds, LLC | 82,187 | $6.63M | 0.64% | +82,187 | New |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $6.92M | 0.11% | 00.0% | Unchanged |
| Utah Retirement Systems | 86,167 | $6.96M | 0.12% | +400+0.5% | Added |
| Kestra Advisory Services, LLC | 88,273 | $7.13M | 0.08% | +22,955+35.1% | Added |
| Mattern Capital Management, LLC | 89,420 | $7.22M | 1.50% | −541−0.6% | Reduced |
| Yousif Capital Management, LLC | 90,915 | $7.34M | 0.10% | −5,669−5.9% | Reduced |
| Annex Advisory Services, LLC | 91,026 | $7.35M | 0.50% | +11,461+14.4% | Added |
| Heritage Investors Management Corp | 91,939 | $7.42M | 0.37% | +92+0.1% | Added |
| Raymond James Trust N.A. | 92,800 | $7.49M | 0.28% | +1,472+1.6% | Added |
| Gyroscope Capital Management Group, LLC | 93,607 | $7.56M | 2.92% | +5,697+6.5% | Added |