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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 278 | $22.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 282 | $23.0K | 0.00% | +15+5.6% | Added |
| Exos TFP Holdings LLC | 287 | $23.0K | 0.01% | +287 | New |
| Rocky Mountain Advisers, LLC | 299 | $24.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $24.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $24.0K | 0.01% | +300 | New |
| Private Ocean, LLC | 315 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 305 | $25.0K | 0.01% | +2+0.7% | Added |
| Lee Financial Co | 301 | $25.0K | 0.00% | +7+2.4% | Added |
| Arlington Partners LLC | 316 | $26.0K | 0.01% | −370−53.9% | Reduced |
| Spartan Planning & Wealth Management | 317 | $26.0K | 0.03% | −317−50.0% | Reduced |
| Pacifica Partners Inc. | 314 | $26.0K | 0.02% | −12−3.7% | Reduced |
| TSFG, LLC | 326 | $26.0K | 0.01% | +101+44.9% | Added |
| Hallmark Capital Management Inc | 325 | $26.0K | 0.00% | +125+62.5% | Added |
| Bellwether Advisors, LLC | 335 | $27.0K | 0.01% | +10+3.1% | Added |
| First Command Bank | 344 | $28.0K | 0.00% | −244−41.5% | Reduced |
| First Command Financial Services, Inc. | 344 | $28.0K | 0.00% | −244−41.5% | Reduced |
| Horan Securities, Inc. | 351 | $28.0K | 0.02% | +238+210.6% | Added |
| Siena Capital LLC | 355 | $29.0K | 0.02% | −150−29.7% | Reduced |
| Norwood Financial Corp | 360 | $29.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 376 | $30.0K | 0.01% | −59−13.6% | Reduced |
| Core Alternative Capital | 366 | $30.0K | 0.00% | +251+218.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 378 | $30.5K | 0.01% | +350+1,250.0% | Added |
| Evolution Advisers, Inc. | 393 | $31.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 396 | $32.0K | 0.01% | −75−15.9% | Reduced |
| Accel Wealth Management | 357 | $32.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 411 | $33.0K | 0.01% | −123−23.0% | Reduced |
| Worth Asset Management, LLC | 410 | $33.0K | 0.02% | +59+16.8% | Added |
| Stapp Wealth Management, PLLC | 411 | $33.0K | 0.10% | +411 | New |
| Oakworth Capital, Inc. | 426 | $34.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $35.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 365 | $35.0K | 0.01% | +3+0.8% | Added |
| Key Financial Inc | 449 | $36.0K | 0.02% | +30+7.2% | Added |
| Achmea Investment Management B.V. | 465 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 455 | $37.0K | 0.03% | +5+1.1% | Added |
| Pin Oak Investment Advisors Inc | 469 | $38.0K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 479 | $38.7K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 493 | $40.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 538 | $43.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 530 | $43.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $43.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 547 | $44.0K | 0.01% | +3+0.6% | Added |
| Baystate Wealth Management LLC | 540 | $44.0K | 0.00% | +6+1.1% | Added |
| Shell Asset Management Co | 556 | $45.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 552 | $45.0K | 0.04% | +552 | New |
| JFS Wealth Advisors, LLC | 569 | $46.0K | 0.01% | −91−13.8% | Reduced |
| AlphaMark Advisors, LLC | 570 | $46.0K | 0.02% | +95+20.0% | Added |
| Riverview Trust Co | 590 | $48.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 599 | $48.0K | 0.01% | +28+4.9% | Added |
| Creative Financial Designs Inc | 600 | $48.0K | 0.01% | +36+6.4% | Added |
| Legend Financial Advisors, Inc. | 601 | $48.5K | 0.05% | +601 | New |
| Duncker Streett & Co Inc | 613 | $49.0K | 0.01% | −27−4.2% | Reduced |
| Syverson Strege & Co | 604 | $49.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 623 | $50.0K | 0.02% | +174+38.8% | Added |
| Cutler Group LP | 648 | $52.0K | 0.01% | −5,096−88.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 650 | $52.0K | 0.00% | +200+44.4% | Added |
| Financial Enhancement Group LLC | 640 | $52.0K | 0.01% | +626+4,471.4% | Added |
| Heritage Wealth Advisors | 644 | $52.0K | 0.00% | −34−5.0% | Reduced |
| Clearview Wealth Advisors LLC | 661 | $53.0K | 0.04% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 650 | $53.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 673 | $54.0K | 0.02% | +127+23.3% | Added |
| CVA Family Office, LLC | 668 | $54.0K | 0.01% | +150+29.0% | Added |
| Axiom Investment Management LLC | 663 | $54.0K | 0.11% | +663 | New |
| Toth Financial Advisory Corp | 682 | $55.0K | 0.01% | −14−2.0% | Reduced |
| Gleason Group, Inc. | 694 | $56.0K | 0.02% | +7+1.0% | Added |
| Chiron Investment Management, LLC | 691 | $56.0K | 0.01% | +691 | New |
| Addison Advisors LLC | 707 | $57.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $57.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 709 | $57.0K | 0.01% | +77+12.2% | Added |
| Versant Capital Management, Inc | 748 | $60.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $60.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 748 | $60.0K | 0.01% | +190+34.1% | Added |
| Beacon Capital Management, LLC | 778 | $63.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 778 | $63.0K | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 795 | $64.0K | 0.03% | −159−16.7% | Reduced |
| City State Bank | 802 | $65.0K | 0.05% | +56+7.5% | Added |
| Sargent Bickham Lagudis LLC | 823 | $66.0K | 0.01% | −292−26.2% | Reduced |
| Valley National Advisers Inc | 682 | $66.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 814 | $66.0K | 0.06% | +337+70.6% | Added |
| Ellis Investment Partners, LLC | 841 | $67.0K | 0.02% | −42−4.8% | Reduced |
| Stonebridge Capital Advisors LLC | 827 | $67.0K | 0.01% | −34−3.9% | Reduced |
| Optimum Investment Advisors | 838 | $68.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 860 | $69.0K | 0.04% | −10−1.1% | Reduced |
| Zions Bancorporation, N.A. | 868 | $70.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 867 | $70.0K | 0.01% | +43+5.2% | Added |
| Johnson Financial Group, Inc. | 741 | $71.0K | 0.01% | −516−41.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 878 | $71.0K | 0.01% | −53−5.7% | Reduced |
| High Net Worth Advisory Group LLC | 897 | $72.0K | 0.03% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 900 | $73.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 921 | $74.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 919 | $74.0K | 0.02% | +4+0.4% | Added |
| Trust Co | 944 | $76.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 942 | $76.0K | 0.05% | +942 | New |
| Global Trust Asset Management, LLC | 964 | $78.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 991 | $80.0K | 0.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $81.0K | 0.05% | −150−13.0% | Reduced |
| BDO Wealth Advisors, LLC | 999 | $81.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $81.0K | 0.08% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,010 | $81.0K | 0.08% | +1,010 | New |
| Foster Dykema Cabot & Co Inc | 1,017 | $82.0K | 0.01% | 00.0% | Unchanged |