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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 3,531 | $285.0K | 0.02% | +200+6.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,541 | $286.0K | 0.01% | +2+0.1% | Added |
| Harbor Advisors LLC | 3,541 | $286.0K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,551 | $287.0K | 0.00% | +3,492+5,918.6% | Added |
| Jackson Creek Investment Advisors LLC | 3,585 | $289.0K | 0.14% | −201−5.3% | Reduced |
| Kolinsky Wealth Management, LLC | 3,577 | $289.0K | 0.36% | −77−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,584 | $289.0K | 0.02% | +14+0.4% | Added |
| SFMG, LLC | 3,121 | $290.0K | 0.03% | +155+5.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,599 | $291.0K | 0.02% | −267−6.9% | Reduced |
| Old Point Trust & Financial Services N A | 3,603 | $291.0K | 0.15% | −220−5.8% | Reduced |
| Dodge & Cox | 3,600 | $291.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,630 | $293.0K | 0.11% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,647 | $294.0K | 0.02% | −743−16.9% | Reduced |
| Spire Wealth Management | 3,651 | $295.0K | 0.02% | −2,664−42.2% | Reduced |
| Investors Asset Management of Georgia Inc | 3,652 | $295.0K | 0.15% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,660 | $295.0K | 0.06% | +2,926+398.6% | Added |
| Alps Advisors Inc | 3,681 | $297.0K | 0.00% | +3,681 | New |
| Welch Group, LLC | 3,701 | $299.0K | 0.02% | +16+0.4% | Added |
| Ballentine Partners, LLC | 3,705 | $299.0K | 0.01% | +75+2.1% | Added |
| Roundview Capital LLC | 3,700 | $299.0K | 0.04% | +219+6.3% | Added |
| Wealthcare Advisory Partners LLC | 3,702 | $299.0K | 0.02% | +525+16.5% | Added |
| Corbyn Investment Management Inc | 3,714 | $300.0K | 0.13% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,722 | $300.0K | 0.03% | +56+1.5% | Added |
| Ritholtz Wealth Management | 3,714 | $300.0K | 0.02% | +3,714 | New |
| Chicago Trust Co NA | 3,728 | $301.0K | 0.08% | +475+14.6% | Added |
| Relative Value Partners Group, LLC | 3,747 | $302.0K | 0.02% | +3,747 | New |
| Autumn Glory Partners, LLC | 3,750 | $303.0K | 0.20% | −250−6.3% | Reduced |
| PDS Planning, Inc | 3,759 | $303.0K | 0.06% | −30−0.8% | Reduced |
| American Research & Management Co. | 3,755 | $303.0K | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,762 | $304.0K | 0.01% | −150−3.8% | Reduced |
| Montecito Bank & Trust | 3,770 | $304.0K | 0.08% | +215+6.0% | Added |
| Capital Investment Advisors, LLC | 3,806 | $307.0K | 0.01% | −82−2.1% | Reduced |
| Callahan Advisors, LLC | 3,800 | $307.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,799 | $307.0K | 0.10% | +3,799 | New |
| Goodman Financial Corp | 3,813 | $308.0K | 0.10% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 3,812 | $308.0K | 0.00% | +3,812 | New |
| Gsa Capital Partners LLP | 3,822 | $309.0K | 0.04% | −11,097−74.4% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $309.0K | 0.44% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,838 | $310.0K | 0.03% | +3,838 | New |
| Powers Advisory Group, LLC | 3,836 | $310.0K | 0.25% | +3,836 | New |
| Trust Co of Oklahoma | 3,852 | $310.9K | 0.16% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,858 | $311.0K | 0.00% | −328−7.8% | Reduced |
| Freestone Capital Holdings, LLC | 3,853 | $311.0K | 0.01% | −203−5.0% | Reduced |
| OneAscent Financial Services LLC | 3,875 | $313.0K | 0.12% | −728−15.8% | Reduced |
| Sunbelt Securities, Inc. | 3,890 | $314.0K | 0.07% | +11+0.3% | Added |
| JT Stratford LLC | 3,890 | $314.0K | 0.11% | +127+3.4% | Added |
| Cookson Peirce & Co Inc | 3,884 | $314.0K | 0.02% | +352+10.0% | Added |
| Wedgewood Investors Inc | 3,899 | $315.0K | 0.48% | 00.0% | Unchanged |
| Next Capital Management LLC | 3,904 | $315.0K | 0.24% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,897 | $315.0K | 0.03% | +934+31.5% | Added |
| Hanson & Doremus Investment Management | 3,926 | $317.0K | 0.08% | −260−6.2% | Reduced |
| Meixler Investment Management, Ltd. | 3,951 | $319.0K | 0.38% | −458−10.4% | Reduced |
| Allworth Financial LP | 3,957 | $319.0K | 0.00% | −326−7.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,953 | $319.0K | 0.01% | +134+3.5% | Added |
| Wilkins Investment Counsel Inc | 3,989 | $322.0K | 0.09% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 3,995 | $323.0K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 4,004 | $323.0K | 0.17% | +681+20.5% | Added |
| We Are One Seven, LLC | 4,004 | $323.0K | 0.03% | +886+28.4% | Added |
| John G Ullman & Associates Inc | 4,010 | $324.0K | 0.06% | −20−0.5% | Reduced |
| Wipfli Financial Advisors LLC, | 4,015 | $324.0K | 0.02% | +4,015 | New |
| Busey Wealth Management | 4,019 | $325.0K | 0.02% | +584+17.0% | Added |
| Ballew Advisors, Inc | 3,570 | $325.0K | 0.29% | +50+1.4% | Added |
| Field & Main Bank | 4,052 | $327.0K | 0.22% | +215+5.6% | Added |
| Personal Capital Advisors Corp | 4,048 | $327.0K | 0.00% | +4,048 | New |
| Eqis Capital Management, Inc. | 4,065 | $328.2K | 0.04% | −741−15.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,080 | $329.0K | 0.04% | −5−0.1% | Reduced |
| Segment Wealth Management, LLC | 4,093 | $330.0K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,101 | $331.0K | 0.05% | −787−16.1% | Reduced |
| Ameritas Advisory Services, LLC | 4,116 | $332.0K | 0.02% | +176+4.5% | Added |
| Insight Folios Inc | 4,166 | $336.0K | 0.17% | +182+4.6% | Added |
| SignalPoint Asset Management, LLC | 4,176 | $337.0K | 0.13% | +167+4.2% | Added |
| Quadrant Capital Group LLC | 4,190 | $338.0K | 0.04% | +745+21.6% | Added |
| Evergreen Capital Management LLC | 4,200 | $339.0K | 0.02% | −57−1.3% | Reduced |
| MJP Associates Inc | 4,205 | $339.0K | 0.10% | +1,371+48.4% | Added |
| Kistler-Tiffany Companies, LLC | 4,212 | $340.0K | 0.08% | +225+5.6% | Added |
| CWA Asset Management Group, LLC | 4,223 | $341.0K | 0.03% | +1,317+45.3% | Added |
| Sutton Wealth Advisors Inc. | 4,228 | $341.3K | 0.14% | +1,139+36.9% | Added |
| Nomura Holdings Inc | 4,250 | $343.0K | 0.00% | −561−11.7% | Reduced |
| Mayflower Financial Advisors, LLC | 4,263 | $344.0K | 0.06% | +308+7.8% | Added |
| Ronald Blue Trust, Inc. | 4,226 | $346.0K | 0.01% | +824+24.2% | Added |
| Johnson & White Wealth Management, LLC | 4,287 | $346.0K | 0.39% | +4,287 | New |
| Naviter Wealth, LLC | 4,296 | $347.0K | 0.14% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 4,307 | $348.0K | 0.05% | +6+0.1% | Added |
| Laurel Wealth Advisors, Inc. | 4,324 | $349.0K | 0.04% | +226+5.5% | Added |
| Austin Private Wealth, LLC | 4,366 | $352.0K | 0.07% | −330−7.0% | Reduced |
| WP Advisors, LLC | 4,383 | $354.0K | 0.16% | +47+1.1% | Added |
| Strategy Asset Managers LLC | 4,401 | $355.0K | 0.10% | +4,401 | New |
| Future Financial Wealth Managment LLC | 4,331 | $355.0K | 0.41% | +4,331 | New |
| Means Investment Co., Inc. | 4,412 | $356.0K | 0.08% | −157−3.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,428 | $357.0K | 0.04% | +146+3.4% | Added |
| Pinnacle Financial Partners Inc | 4,422 | $357.0K | 0.01% | +498+12.7% | Added |
| Estabrook Capital Management | 4,433 | $357.8K | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,434 | $358.0K | 0.00% | −1,427−24.3% | Reduced |
| Conning Inc. | 4,440 | $358.0K | 0.01% | −471−9.6% | Reduced |
| Pitcairn Co | 4,432 | $358.0K | 0.04% | +85+2.0% | Added |
| WealthBridge Capital Management, LLC | 4,388 | $360.0K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,485 | $362.0K | 0.02% | −27−0.6% | Reduced |
| Acropolis Investment Management, LLC | 4,493 | $363.0K | 0.04% | −4−0.1% | Reduced |
| Perigon Wealth Management, LLC | 4,499 | $363.0K | 0.03% | +4,499 | New |
| Private Portfolio Partners LLC | 4,534 | $366.1K | 0.10% | +1,060+30.5% | Added |