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 |
|---|---|---|---|---|---|
| Lingohr & Partner Asset Management GmbH | 4,700 | $490.0K | 1.35% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,097 | $492.0K | 0.11% | −5,491−47.4% | Reduced |
| Valmark Advisers, Inc. | 6,133 | $495.0K | 0.01% | +47+0.8% | Added |
| Confluence Wealth Services, Inc. | 6,146 | $496.0K | 0.21% | −2,135−25.8% | Reduced |
| Cornerstone Wealth Management, LLC | 6,159 | $497.0K | 0.06% | +242+4.1% | Added |
| IHT Wealth Management, LLC | 6,156 | $497.0K | 0.04% | +1,812+41.7% | Added |
| Symmetry Partners, LLC | 6,174 | $498.0K | 0.03% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 6,200 | $500.0K | 0.32% | −100−1.6% | Reduced |
| Signaturefd, LLC | 6,193 | $500.0K | 0.02% | +31+0.5% | Added |
| Clarius Group, LLC | 6,206 | $501.0K | 0.05% | +236+4.0% | Added |
| Vantage Consulting Group Inc | 6,203 | $501.0K | 0.29% | +1,396+29.0% | Added |
| Syntax Advisors, LLC | 6,203 | $501.0K | 0.43% | +1,396+29.0% | Added |
| Wealthsource Partners, LLC | 6,215 | $502.0K | 0.04% | −2,823−31.2% | Reduced |
| American Financial Group Inc | 6,250 | $505.0K | 0.17% | 00.0% | Unchanged |
| Enhancing Capital LLC | 5,500 | $509.0K | 0.63% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,322 | $510.0K | 0.01% | −1,066−14.4% | Reduced |
| Palisade Asset Management, LLC | 6,324 | $510.0K | 0.07% | +65+1.0% | Added |
| Argent Trust Co | 6,309 | $510.0K | 0.04% | +266+4.4% | Added |
| Chicago Partners Investment Group LLC | 4,853 | $512.0K | 0.04% | +1,003+26.1% | Added |
| Meridian Management Co | 6,352 | $513.0K | 0.20% | +6,352 | New |
| Savant Capital, LLC | 6,412 | $518.0K | 0.02% | −62−1.0% | Reduced |
| South Street Advisors LLC | 6,420 | $518.0K | 0.13% | 00.0% | Unchanged |
| Colony Group LLC | 6,458 | $521.0K | 0.01% | −1,859−22.4% | Reduced |
| Westhampton Capital, LLC | 6,453 | $521.0K | 0.39% | 00.0% | Unchanged |
| Wealth Alliance | 6,444 | $521.0K | 0.10% | +126+2.0% | Added |
| MCF Advisors LLC | 6,461 | $522.0K | 0.06% | +127+2.0% | Added |
| Childress Capital Advisors, LLC | 6,473 | $523.0K | 0.20% | +37+0.6% | Added |
| Cypress Capital Management LLC | 6,487 | $524.0K | 0.10% | −400−5.8% | Reduced |
| Stamos Capital Partners, L.P. | 6,490 | $524.0K | 0.13% | +3,610+125.3% | Added |
| U S Global Investors Inc | 6,500 | $525.0K | 0.03% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $525.0K | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,520 | $527.0K | 0.03% | −28−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,546 | $528.0K | 0.02% | +6,546 | New |
| Stevens Capital Management LP | 6,563 | $530.0K | 0.34% | −3,112−32.2% | Reduced |
| Charter Trust Co | 6,581 | $531.0K | 0.05% | −151−2.2% | Reduced |
| Vanguard Capital Wealth Advisors | 6,585 | $532.0K | 0.65% | −37−0.6% | Reduced |
| Nwam LLC | 6,648 | $537.0K | 0.05% | −2,707−28.9% | Reduced |
| Forum Financial Management, LP | 6,679 | $539.0K | 0.03% | −1,449−17.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,696 | $541.0K | 0.33% | +3,023+82.3% | Added |
| Van Hulzen Asset Management, LLC | 6,715 | $542.0K | 0.07% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 6,713 | $542.0K | 0.06% | +115+1.7% | Added |
| American Portfolios Advisors | 6,719 | $542.4K | 0.02% | −152−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,739 | $544.0K | 0.06% | −44−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 6,767 | $544.0K | 0.14% | 00.0% | Unchanged |
| Unigestion Holding SA | 6,756 | $545.0K | 0.03% | +6,756 | New |
| Chelsea Counsel Co | 6,804 | $549.0K | 0.34% | −14,186−67.6% | Reduced |
| Lido Advisors, LLC | 6,828 | $550.0K | 0.01% | +829+13.8% | Added |
| Hilltop Holdings Inc. | 6,834 | $552.0K | 0.07% | −83−1.2% | Reduced |
| Clearstead Advisors, LLC | 6,861 | $554.0K | 0.05% | −64−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,904 | $557.0K | 0.43% | +963+16.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $559.0K | 0.41% | −100−1.4% | Reduced |
| Mission Wealth Management, LP | 6,929 | $559.0K | 0.03% | +788+12.8% | Added |
| Old National Bancorp | 6,954 | $561.0K | 0.02% | −120−1.7% | Reduced |
| Cladis Investment Advisory, LLC | 6,970 | $562.6K | 0.61% | +10.0% | Added |
| Verition Fund Management LLC | 7,007 | $566.0K | 0.01% | −20,709−74.7% | Reduced |
| C2C Wealth Management, LLC | 6,267 | $566.0K | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,051 | $568.0K | 0.17% | −730−9.4% | Reduced |
| Boenning & Scattergood, Inc. | 7,045 | $569.0K | 0.12% | −2,633−27.2% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $571.0K | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,080 | $571.0K | 0.14% | +7,080 | New |
| Aull & Monroe Investment Management Corp | 7,077 | $572.0K | 0.31% | −300−4.1% | Reduced |
| Boston Private Wealth LLC | 7,131 | $576.0K | 0.01% | +2,758+63.1% | Added |
| Metis Global Partners, LLC | 7,206 | $582.0K | 0.09% | +129+1.8% | Added |
| Citizens Financial Group Inc | 7,241 | $585.0K | 0.03% | −2,160−23.0% | Reduced |
| Glenview Trust Co | 7,266 | $587.0K | 0.02% | −222−3.0% | Reduced |
| Intrua Financial, LLC | 7,289 | $588.0K | 0.16% | +773+11.9% | Added |
| CIBC World Markets Corp | 7,299 | $589.0K | 0.01% | −26,287−78.3% | Reduced |
| Thomas White International Ltd | 7,300 | $589.0K | 0.14% | 00.0% | Unchanged |
| 1st Source Bank | 7,299 | $589.0K | 0.04% | +500+7.4% | Added |
| Birmingham Capital Management Co Inc | 7,310 | $590.0K | 0.26% | +165+2.3% | Added |
| Westbourne Investment Advisors, Inc. | 7,321 | $591.0K | 0.31% | −35−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,346 | $593.0K | 0.10% | −242−3.2% | Reduced |
| Northwest & Ethical Investments L.P. | 7,382 | $595.9K | 0.02% | −202−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 7,385 | $596.0K | 0.07% | +97+1.3% | Added |
| Retirement Planning Co of New England, Inc. | 7,408 | $598.0K | 0.43% | +9+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 7,419 | $599.0K | 0.19% | −17−0.2% | Reduced |
| Drive Wealth Management, LLC | 7,435 | $600.0K | 0.57% | +512+7.4% | Added |
| EverSource Wealth Advisors, LLC | 7,447 | $601.0K | 0.14% | +3,714+99.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,514 | $607.0K | 0.00% | −4,712−38.5% | Reduced |
| BMS Financial Advisors, LLC | 7,528 | $608.0K | 0.43% | −177−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,583 | $612.0K | 0.24% | +190+2.6% | Added |
| First Manhattan Co | 7,604 | $613.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,595 | $613.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 7,600 | $613.0K | 0.04% | +700+10.1% | Added |
| Massmutual Trust Co FSB | 7,608 | $614.0K | 0.03% | −205−2.6% | Reduced |
| Navalign, LLC | 7,626 | $616.0K | 0.28% | +345+4.7% | Added |
| Flagship Harbor Advisors, LLC | 7,637 | $616.0K | 0.07% | +2,624+52.3% | Added |
| Thoroughbred Financial Services, LLC | 7,652 | $617.0K | 0.12% | −17−0.2% | Reduced |
| BerganKDV Wealth Management, LLC | 7,659 | $618.0K | 0.07% | −636−7.7% | Reduced |
| Islay Capital Management, LLC | 7,670 | $619.0K | 0.74% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,680 | $620.0K | 0.01% | +1,181+18.2% | Added |
| Gradient Investments LLC | 7,727 | $624.0K | 0.02% | +2,702+53.8% | Added |
| Bull Street Advisors, LLC | 7,751 | $626.0K | 0.35% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 7,768 | $627.0K | 0.39% | +25+0.3% | Added |
| WealthTrust Axiom LLC | 7,792 | $629.0K | 0.24% | +9+0.1% | Added |
| Bridge Creek Capital Management LLC | 7,835 | $632.0K | 0.27% | −46−0.6% | Reduced |
| Doheny Asset Management | 7,854 | $634.0K | 0.64% | +7,854 | New |
| Crescent Grove Advisors, LLC | 7,863 | $635.0K | 0.07% | +1,578+25.1% | Added |
| Caldwell Trust Co | 7,868 | $635.1K | 0.09% | +427+5.7% | Added |
| True North Advisors, LLC | 7,897 | $637.0K | 0.21% | −328−4.0% | Reduced |