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
- 1,418
- −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 | 2,109 | $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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 4,541 | $367.0K | 0.04% | +1,009+28.6% | Added |
| Orleans Capital Management Corp | 4,580 | $370.0K | 0.31% | −160−3.4% | Reduced |
| Financial Advisory Service, Inc. | 4,584 | $370.0K | 0.04% | +467+11.3% | Added |
| Weik Capital Management | 4,590 | $371.0K | 0.19% | −350−7.1% | Reduced |
| Benjamin Edwards Inc | 4,610 | $372.0K | 0.11% | −107−2.3% | Reduced |
| Riverwater Partners LLC | 4,610 | $372.0K | 0.37% | −30−0.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,626 | $373.0K | 0.11% | −229−4.7% | Reduced |
| Comerica Securities,inc. | 4,617 | $373.0K | 0.03% | +11+0.2% | Added |
| Woodmont Investment Counsel LLC | 4,622 | $373.0K | 0.05% | +210+4.8% | Added |
| LVM Capital Management Ltd | 4,625 | $373.0K | 0.06% | +500+12.1% | Added |
| S.A. Mason LLC | 4,644 | $375.0K | 0.30% | −100−2.1% | Reduced |
| Roberts Glore & Co Inc | 4,677 | $378.0K | 0.14% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,699 | $379.0K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,690 | $379.0K | 0.27% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,712 | $380.0K | 0.28% | +95+2.1% | Added |
| Dividend Assets Capital, LLC | 4,733 | $382.0K | 0.09% | −594−11.2% | Reduced |
| Lincoln Capital LLC | 4,742 | $383.0K | 0.12% | −2,025−29.9% | Reduced |
| Coastline Trust Co | 4,751 | $383.0K | 0.06% | −88−1.8% | Reduced |
| Washington Trust Co | 4,764 | $384.0K | 0.02% | −506−9.6% | Reduced |
| Whittier Trust Co | 4,764 | $384.0K | 0.01% | −380−7.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,754 | $384.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,786 | $386.0K | 0.09% | +180+3.9% | Added |
| Horizon Investments, LLC | 4,810 | $388.0K | 0.01% | +760+18.8% | Added |
| First National Advisers, LLC | 4,808 | $388.0K | 0.57% | +1,405+41.3% | Added |
| Intrinsic Value Partners, LLC | 4,829 | $390.0K | 0.54% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 4,841 | $391.0K | 0.01% | −236−4.6% | Reduced |
| Probity Advisors, Inc. | 4,844 | $391.0K | 0.10% | −234−4.6% | Reduced |
| Vaughan David Investments LLC | 4,856 | $392.0K | 0.01% | −55−1.1% | Reduced |
| Thrive Wealth Management, LLC | 4,851 | $392.0K | 0.14% | +1,725+55.2% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $393.0K | 0.12% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,885 | $394.0K | 0.21% | +133+2.8% | Added |
| Roman Butler Fullerton & Co | 4,357 | $394.0K | 0.25% | +27+0.6% | Added |
| Flputnam Investment Management Co | 4,903 | $396.0K | 0.02% | +59+1.2% | Added |
| Whitener Capital Management, Inc. | 4,923 | $397.0K | 0.19% | +3+0.1% | Added |
| Private Trust Co NA | 4,940 | $399.0K | 0.06% | +107+2.2% | Added |
| Deseret Mutual Benefit Administrators | 4,958 | $400.0K | 0.11% | −1,229−19.9% | Reduced |
| FineMark National Bank & Trust | 4,951 | $400.0K | 0.02% | −292−5.6% | Reduced |
| Compagnie Lombard Odier SCmA | 5,013 | $405.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,031 | $406.0K | 0.10% | +335+7.1% | Added |
| Aldebaran Financial Inc. | 4,865 | $406.0K | 0.47% | +150+3.2% | Added |
| Quantinno Capital Management LP | 5,026 | $406.0K | 0.05% | +2,130+73.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,044 | $407.0K | 0.02% | −1,300−20.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,040 | $407.0K | 0.02% | −36−0.7% | Reduced |
| Kovack Advisors, Inc. | 5,076 | $410.0K | 0.06% | −191−3.6% | Reduced |
| Pendal Group Limited | 5,076 | $410.0K | 0.00% | +1,976+63.7% | Added |
| Garrison Point Advisors, LLC | 5,105 | $412.0K | 0.37% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,105 | $412.0K | 0.03% | +8+0.2% | Added |
| Buckingham Strategic Partners | 5,114 | $413.0K | 0.02% | +1,698+49.7% | Added |
| Inlet Private Wealth, LLC | 5,143 | $415.0K | 0.12% | −4−0.1% | Reduced |
| Mill Capital Management, LLC | 5,145 | $415.0K | 0.05% | +498+10.7% | Added |
| Brandywine Oak Private Wealth LLC | 5,177 | $417.0K | 0.06% | −16−0.3% | Reduced |
| Weaver Consulting Group | 5,195 | $419.0K | 0.24% | +10.0% | Added |
| Asset Management Corp | 5,199 | $420.0K | 0.34% | +5,199 | New |
| TD Ameritrade Investment Management, LLC | 5,226 | $422.0K | 0.00% | −1,292−19.8% | Reduced |
| Institutional & Family Asset Management, LLC | 5,239 | $423.0K | 0.08% | 00.0% | Unchanged |
| PFG Advisors | 5,243 | $423.0K | 0.05% | +1,560+42.4% | Added |
| Connectus Wealth, LLC | 5,250 | $424.0K | 0.01% | −25−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,250 | $424.0K | 0.02% | +865+19.7% | Added |
| Trust Co of Toledo NA | 5,280 | $426.0K | 0.08% | +6+0.1% | Added |
| Blackston Financial Advisory Group, LLC | 4,103 | $428.0K | 0.30% | +291+7.6% | Added |
| 55I, LLC | 5,314 | $429.0K | 0.01% | +5,314 | New |
| Cambridge Trust Co | 5,326 | $430.0K | 0.02% | −363−6.4% | Reduced |
| Centaurus Financial, Inc. | 5,396 | $436.0K | 0.04% | +296+5.8% | Added |
| Covington Capital Management | 5,416 | $437.0K | 0.02% | −925−14.6% | Reduced |
| Regent Investment Management LLC | 5,425 | $438.0K | 0.13% | −50−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 5,462 | $441.0K | 0.01% | +2,255+70.3% | Added |
| Outfitter Financial LLC | 5,500 | $444.0K | 0.43% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,536 | $446.9K | 0.46% | +5,536 | New |
| Waddell & Associates, LLC | 5,538 | $447.0K | 0.09% | −202−3.5% | Reduced |
| Wahed Invest LLC | 5,544 | $448.0K | 0.27% | +504+10.0% | Added |
| Prelude Capital Management, LLC | 5,568 | $449.0K | 0.02% | −20,877−78.9% | Reduced |
| Blueshift Asset Management, LLC | 5,591 | $451.0K | 0.10% | −69−1.2% | Reduced |
| Campion Asset Management LLC | 5,596 | $452.0K | 0.48% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,604 | $452.0K | 0.04% | +141+2.6% | Added |
| Equitable Trust Co | 5,636 | $455.0K | 0.04% | +901+19.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $457.0K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,685 | $459.0K | 0.07% | −72−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $460.0K | 0.11% | 00.0% | Unchanged |
| Essex Savings Bank | 5,720 | $461.0K | 0.18% | −30−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,719 | $462.0K | 0.02% | +1,874+48.7% | Added |
| Stockman Wealth Management, Inc. | 5,743 | $464.0K | 0.13% | −225−3.8% | Reduced |
| J2 Capital Management Inc | 5,767 | $466.0K | 0.88% | +1,318+29.6% | Added |
| Baker Tilly Wealth Management, LLC | 5,786 | $467.0K | 0.06% | −1,058−15.5% | Reduced |
| Patron Partners Advisors, LLC | 5,801 | $468.0K | 0.39% | +357+6.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,811 | $469.0K | 0.09% | −18−0.3% | Reduced |
| Groesbeck Investment Management Corp | 5,746 | $471.0K | 0.78% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,852 | $472.0K | 0.10% | +342+6.2% | Added |
| Integrated Advisors Network LLC | 5,889 | $475.0K | 0.03% | +507+9.4% | Added |
| Cigna Investments Inc | 5,893 | $476.0K | 0.11% | −280−4.5% | Reduced |
| Roof Eidam & Maycock | 5,910 | $477.0K | 0.18% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,915 | $477.5K | 0.13% | +6+0.1% | Added |
| CIBC World Markets Inc. | 5,964 | $481.0K | 0.00% | −36,692−86.0% | Reduced |
| Equitable Holdings, Inc. | 5,973 | $482.0K | 0.01% | +1,138+23.5% | Added |
| Valley Brook Capital Group | 6,032 | $486.0K | 0.53% | +301+5.3% | Added |
| Heck Capital Advisors, LLC | 6,021 | $486.0K | 0.10% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,031 | $487.0K | 0.11% | −60−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 6,036 | $487.0K | 0.19% | +287+5.0% | Added |
| Essex Financial Services, Inc. | 6,042 | $488.0K | 0.06% | −2,748−31.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $488.0K | 0.25% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,060 | $489.0K | 0.25% | 00.0% | Unchanged |