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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 1,020 | $82.0K | 0.00% | +59+6.1% | Added |
| MV Capital Management, Inc. | 1,033 | $83.0K | 0.01% | +520+101.4% | Added |
| Global Financial Private Client, LLC | 987 | $83.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,038 | $84.0K | 0.01% | +587+130.2% | Added |
| First Horizon Advisors, Inc. | 1,069 | $85.0K | 0.00% | −129−10.8% | Reduced |
| State of Wyoming | 1,049 | $85.0K | 0.04% | +40+4.0% | Added |
| Pittenger & Anderson Inc | 1,093 | $88.0K | 0.01% | +355+48.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,103 | $89.0K | 0.02% | +1,081+4,913.6% | Added |
| Carolinas Wealth Consulting LLC | 1,142 | $92.0K | 0.02% | +101+9.7% | Added |
| RWM Asset Management, LLC | 1,148 | $93.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,162 | $94.0K | 0.00% | +64+5.8% | Added |
| Sittner & Nelson, LLC | 1,310 | $106.0K | 0.07% | −300−18.6% | Reduced |
| JNBA Financial Advisors | 1,313 | $106.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,342 | $108.0K | 0.11% | +1,342 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $109.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,347 | $109.0K | 0.29% | +139+11.5% | Added |
| Asset Dedication, LLC | 1,398 | $110.0K | 0.01% | +1,398 | New |
| CNB Bank | 1,370 | $111.0K | 0.08% | +1,022+293.7% | Added |
| Quent Capital, LLC | 1,393 | $112.0K | 0.02% | +21+1.5% | Added |
| Global Retirement Partners, LLC | 1,080 | $113.0K | 0.01% | −9−0.8% | Reduced |
| Alta Advisers Ltd | 1,400 | $113.0K | 0.07% | +1,400 | New |
| DuPont Capital Management Corp | 1,416 | $114.0K | 0.01% | −1,868−56.9% | Reduced |
| Avion Wealth | 1,411 | $114.0K | 0.04% | 00.0% | Unchanged |
| Motco | 1,434 | $116.0K | 0.01% | −255−15.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,446 | $116.0K | 0.01% | +97+7.2% | Added |
| Smithfield Trust Co | 1,472 | $118.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,473 | $119.0K | 0.07% | +25+1.7% | Added |
| Covestor Ltd | 1,477 | $119.0K | 0.11% | +434+41.6% | Added |
| 1832 Asset Management L.P. | 1,492 | $120.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,505 | $121.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,518 | $123.0K | 0.03% | +296+24.2% | Added |
| Harvest Fund Management Co., Ltd | 1,579 | $128.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,577 | $128.0K | 0.02% | +33+2.1% | Added |
| JJJ Advisors Inc. | 1,421 | $129.0K | 0.04% | +91+6.8% | Added |
| Aspire Private Capital, LLC | 1,669 | $135.0K | 0.05% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,682 | $136.0K | 0.00% | +227+15.6% | Added |
| Vestor Capital, LLC | 1,715 | $138.0K | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,716 | $139.0K | 0.00% | −600−25.9% | Reduced |
| Central Bank & Trust Co | 1,776 | $143.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,767 | $143.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,792 | $144.0K | 0.01% | −38,831−95.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,780 | $144.0K | 0.04% | +291+19.5% | Added |
| Wellington Shields & Co., LLC | 1,832 | $148.0K | 0.06% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,842 | $149.0K | 0.06% | +1,842 | New |
| Columbia Asset Management | 1,878 | $152.0K | 0.04% | +1,878 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $153.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,902 | $154.0K | 0.02% | +726+61.7% | Added |
| Hexagon Capital Partners LLC | 1,982 | $160.0K | 0.05% | −2,656−57.3% | Reduced |
| Front Row Advisors LLC | 1,979 | $160.0K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,996 | $161.0K | 0.19% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $161.0K | 0.03% | +296+17.4% | Added |
| TD Capital Management LLC | 2,000 | $161.0K | 0.02% | +2,000 | New |
| Zullo Investment Group, Inc. | 2,022 | $163.0K | 0.11% | +4+0.2% | Added |
| Lazard Asset Management LLC | 2,040 | $164.0K | 0.00% | +120+6.3% | Added |
| Eagle Bay Advisors LLC | 2,034 | $164.0K | 0.10% | +197+10.7% | Added |
| Brown Brothers Harriman & Co | 2,066 | $167.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,178 | $175.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,181 | $176.0K | 0.08% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,230 | $180.0K | 0.02% | −90−3.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,252 | $182.0K | 0.11% | −98−4.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,273 | $183.0K | 0.18% | −26−1.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,266 | $183.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,275 | $184.0K | 0.01% | +2,275 | New |
| TCI Wealth Advisors, Inc. | 2,397 | $193.0K | 0.03% | +48+2.0% | Added |
| Montag A & Associates Inc | 2,409 | $194.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,400 | $194.0K | 0.00% | +363+17.8% | Added |
| Bray Capital Advisors | 2,466 | $199.0K | 0.06% | +19+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 2,473 | $200.0K | 0.07% | +175+7.6% | Added |
| KLCM Advisors, Inc. | 2,491 | $201.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,487 | $201.0K | 0.03% | +2,487 | New |
| Acima Private Wealth, LLC | 2,500 | $201.8K | 0.10% | 00.0% | Unchanged |
| X-Square Capital, LLC | 2,509 | $202.0K | 0.13% | +31+1.3% | Added |
| Evoke Wealth, LLC | 2,516 | $203.0K | 0.01% | +906+56.3% | Added |
| Northwest Bancshares, Inc. | 2,526 | $204.0K | 0.05% | −200−7.3% | Reduced |
| First Financial Bank - Trust Division | 2,527 | $204.0K | 0.03% | −21−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $204.0K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $204.0K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,538 | $204.9K | 0.11% | +2,538 | New |
| Bell Bank | 2,541 | $205.0K | 0.03% | −180−6.6% | Reduced |
| Ambassador Advisors, LLC | 2,550 | $206.0K | 0.05% | −3,091−54.8% | Reduced |
| Davidson Trust Co | 2,551 | $206.0K | 0.20% | −425−14.3% | Reduced |
| Harbour Investments, Inc. | 2,508 | $206.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 2,567 | $207.0K | 0.01% | −180−6.6% | Reduced |
| Moller Financial Services | 2,568 | $207.0K | 0.07% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,558 | $207.0K | 0.05% | +2,558 | New |
| International Assets Investment Management, LLC | 2,589 | $209.0K | 0.04% | −489−15.9% | Reduced |
| Chemung Canal Trust Co | 2,584 | $209.0K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,587 | $209.0K | 0.18% | +2,587 | New |
| Murphy Pohlad Asset Management LLC | 2,605 | $210.0K | 0.10% | −410−13.6% | Reduced |
| Plancorp, LLC | 2,601 | $210.0K | 0.01% | −68−2.5% | Reduced |
| LCNB Corp | 2,613 | $211.0K | 0.11% | +112+4.5% | Added |
| Moloney Securities Asset Management, LLC | 2,618 | $211.0K | 0.05% | +2,618 | New |
| Callan Capital, LLC | 2,623 | $212.0K | 0.03% | +2,623 | New |
| Northcape Wealth Management, LLC | 2,626 | $212.0K | 0.08% | +2,626 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,633 | $213.0K | 0.07% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 2,639 | $214.0K | 0.01% | −8,298−75.9% | Reduced |
| Gables Capital Management Inc. | 2,652 | $214.0K | 0.17% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,667 | $215.0K | 0.04% | −117−4.2% | Reduced |
| TCWP LLC | 2,671 | $215.0K | 0.05% | +2,671 | New |
| Monetary Management Group Inc | 2,677 | $216.0K | 0.07% | 00.0% | Unchanged |