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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 2,691 | $217.0K | 0.04% | +2,691 | New |
| Thompson Siegel & Walmsley LLC | 2,699 | $218.0K | 0.00% | −21,700−88.9% | Reduced |
| Pflug Koory, LLC | 2,695 | $218.0K | 0.13% | −400−12.9% | Reduced |
| SBB Research Group LLC | 2,700 | $218.0K | 0.31% | +29+1.1% | Added |
| Quantamental Technologies LLC | 2,698 | $218.0K | 0.08% | +2,698 | New |
| Saxon Interests, Inc. | 2,354 | $218.0K | 0.13% | +2,354 | New |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $219.0K | 0.09% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,725 | $220.0K | 0.01% | −71−2.5% | Reduced |
| CFO4Life Group, LLC | 2,726 | $220.0K | 0.06% | +65+2.4% | Added |
| Atlas Capital Advisors LLC | 2,733 | $220.6K | 0.04% | −200−6.8% | Reduced |
| IFG Advisory, LLC | 2,745 | $221.0K | 0.02% | −188−6.4% | Reduced |
| Magnus Financial Group LLC | 2,735 | $221.0K | 0.04% | −66−2.4% | Reduced |
| Staley Capital Advisers Inc | 2,740 | $221.0K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,754 | $222.0K | 0.03% | +10.0% | Added |
| IVC Wealth Advisors LLC | 2,747 | $222.0K | 0.18% | +11+0.4% | Added |
| Lake Street Financial LLC | 2,763 | $223.0K | 0.05% | +10.0% | Added |
| Solidarilty Wealth, LLC | 2,117 | $223.0K | 0.13% | −327−13.4% | Reduced |
| BancorpSouth Bank | 2,757 | $223.0K | 0.02% | +2,757 | New |
| Sawtooth Solutions, LLC | 2,759 | $223.0K | 0.03% | +2,759 | New |
| LGL Partners, LLC | 2,788 | $225.0K | 0.05% | +2,788 | New |
| Port Capital LLC | 2,804 | $226.0K | 0.02% | +98+3.6% | Added |
| Stonnington Group, LLC | 2,328 | $228.0K | 0.06% | +2,328 | New |
| Infrastructure Capital Advisors, LLC | 2,832 | $229.0K | 0.05% | −21,281−88.3% | Reduced |
| Change Path, LLC | 2,855 | $230.0K | 0.01% | +327+12.9% | Added |
| Transform Wealth, LLC | 2,867 | $231.0K | 0.03% | −1,844−39.1% | Reduced |
| Little House Capital LLC | 2,866 | $231.0K | 0.12% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,875 | $232.0K | 0.11% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,891 | $233.0K | 0.01% | −267−8.5% | Reduced |
| TrinityPoint Wealth, LLC | 2,898 | $234.0K | 0.05% | +82+2.9% | Added |
| Two Sigma Securities, LLC | 2,894 | $234.0K | 0.03% | +2,894 | New |
| Stiles Financial Services Inc | 2,907 | $235.0K | 0.14% | −26−0.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $236.0K | 0.14% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,924 | $236.0K | 0.04% | +45+1.6% | Added |
| Quilter Plc | 2,928 | $237.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,935 | $237.0K | 0.03% | +333+12.8% | Added |
| First National Bank of South Miami | 2,961 | $239.0K | 0.19% | −74−2.4% | Reduced |
| Chilton Capital Management LLC | 2,968 | $240.0K | 0.02% | +305+11.5% | Added |
| Advisors Capital Management, LLC | 2,176 | $240.0K | 0.01% | +2,176 | New |
| Merrion Investment Management Co, LLC | 3,000 | $242.0K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,004 | $242.0K | 0.04% | +784+35.3% | Added |
| West Paces Advisors Inc. | 3,001 | $242.2K | 0.09% | +105+3.6% | Added |
| Marietta Investment Partners LLC | 2,360 | $244.0K | 0.07% | +2,360 | New |
| E&G Advisors, LP | 3,052 | $246.0K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,060 | $247.0K | 0.06% | −7,346−70.6% | Reduced |
| Cadinha & Co LLC | 3,065 | $247.0K | 0.08% | 00.0% | Unchanged |
| Jacobs & Co | 3,066 | $247.0K | 0.04% | +3,066 | New |
| Kanawha Capital Management LLC | 3,074 | $248.0K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,071 | $248.0K | 0.05% | +280+10.0% | Added |
| M&R Capital Management Inc | 3,088 | $249.0K | 0.07% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,087 | $249.0K | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 3,081 | $249.0K | 0.02% | +3,081 | New |
| Aries Wealth Management | 2,403 | $251.0K | 0.11% | −465−16.2% | Reduced |
| Whalerock Point Partners, LLC | 3,119 | $252.0K | 0.11% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $253.0K | 0.19% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,184 | $257.0K | 0.27% | −500−13.6% | Reduced |
| Paragon Capital Management Ltd | 3,191 | $258.0K | 0.07% | −60−1.8% | Reduced |
| Sentry Investment Management LLC | 3,197 | $258.0K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,200 | $258.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,200 | $258.0K | 0.02% | +235+7.9% | Added |
| MSH Capital Advisors LLC | 3,200 | $258.3K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,206 | $259.0K | 0.03% | +174+5.7% | Added |
| Capital Investment Advisory Services, LLC | 3,221 | $260.0K | 0.03% | −433−11.9% | Reduced |
| AdvisorNet Financial, Inc | 3,219 | $260.0K | 0.03% | +75+2.4% | Added |
| Canvas Wealth Advisors, LLC | 2,546 | $260.0K | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,235 | $261.0K | 0.01% | −1,437−30.8% | Reduced |
| Tudor Investment Corp Et Al | 3,232 | $261.0K | 0.01% | +3,232 | New |
| Capital Analysts, LLC | 3,243 | $262.0K | 0.02% | +143+4.6% | Added |
| Blue Edge Capital, LLC | 3,255 | $262.7K | 0.07% | +4+0.1% | Added |
| Carl Stuart Investment Advisor, Inc | 2,863 | $265.0K | 0.23% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,278 | $265.0K | 0.11% | +707+27.5% | Added |
| WBH Advisory Inc | 3,298 | $266.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,292 | $266.0K | 0.04% | +61+1.9% | Added |
| Foundations Investment Advisors, LLC | 3,290 | $266.0K | 0.01% | +49+1.5% | Added |
| MQS Management LLC | 3,310 | $267.0K | 0.17% | −3,216−49.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,318 | $267.0K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,322 | $268.0K | 0.15% | +4+0.1% | Added |
| Gamble Jones Investment Counsel | 3,332 | $269.0K | 0.02% | +2+0.1% | Added |
| Allen Investment Management LLC | 3,342 | $270.0K | 0.00% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,352 | $270.5K | 0.09% | +43+1.3% | Added |
| First Interstate Bank | 3,361 | $271.0K | 0.02% | +3,361 | New |
| SG Americas Securities, LLC | 3,375 | $272.0K | 0.00% | −49,179−93.6% | Reduced |
| Proequities, Inc. | 3,370 | $272.0K | 0.03% | +75+2.3% | Added |
| Investment Partners, Ltd. | 3,375 | $272.0K | 0.08% | +680+25.2% | Added |
| Athena Investment Management | 3,423 | $276.0K | 0.23% | −100−2.8% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $276.0K | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $277.0K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,435 | $277.0K | 0.08% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,429 | $277.0K | 0.06% | +435+14.5% | Added |
| Abacus Planning Group, Inc. | 3,430 | $277.0K | 0.08% | +3,430 | New |
| Spinnaker Trust | 3,441 | $278.0K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $278.0K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,455 | $278.0K | 0.07% | −10.0% | Reduced |
| CoreFirst Bank & Trust | 3,443 | $278.0K | 0.24% | −2−0.1% | Reduced |
| Energy Opportunities Capital Management, LLC | 3,455 | $279.0K | 0.90% | −3,820−52.5% | Reduced |
| Tennessee Valley Asset Management Partners | 3,482 | $281.0K | 0.11% | −1,017−22.6% | Reduced |
| Roosevelt Investment Group LLC | 3,486 | $281.0K | 0.02% | +110+3.3% | Added |
| Tributary Capital Management, LLC | 3,500 | $283.0K | 0.03% | −100−2.8% | Reduced |
| Your Advocates Ltd., LLP | 3,506 | $283.0K | 0.17% | +47+1.4% | Added |
| Vectors Research Management, LLC | 3,528 | $285.0K | 0.08% | 00.0% | Unchanged |
| HNP Capital LLC | 3,528 | $285.0K | 0.08% | 00.0% | Unchanged |