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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Towle & Co | 7,920 | $639.0K | 0.10% | +180+2.3% | Added |
| Miller Howard Investments Inc | 7,940 | $641.0K | 0.03% | −2,079−20.8% | Reduced |
| Virtus ETF Advisers LLC | 7,974 | $644.0K | 0.26% | +7,974 | New |
| Independent Advisor Alliance | 8,023 | $648.0K | 0.04% | +192+2.5% | Added |
| Atlas Private Wealth Management | 8,077 | $652.0K | 0.47% | +1,436+21.6% | Added |
| Corsicana & Co. | 8,087 | $653.0K | 0.55% | +615+8.2% | Added |
| Peoples Bank | 8,180 | $660.0K | 0.44% | −5−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 8,191 | $661.0K | 0.19% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,319 | $672.0K | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 8,341 | $673.0K | 0.01% | +657+8.6% | Added |
| J.W. Cole Advisors, Inc. | 8,348 | $674.0K | 0.06% | −387−4.4% | Reduced |
| Retirement Group, LLC | 8,345 | $674.0K | 0.54% | +352+4.4% | Added |
| Edge Capital Group, LLC | 8,444 | $682.0K | 0.06% | +44+0.5% | Added |
| Verdence Capital Advisors LLC | 8,490 | $685.0K | 0.09% | +64+0.8% | Added |
| Flow Traders U.S. LLC | 8,512 | $687.0K | 0.04% | +8,512 | New |
| Bank Ozk | 8,521 | $688.0K | 0.37% | +339+4.1% | Added |
| CoreCommodity Management, LLC | 8,535 | $689.0K | 0.25% | −40−0.5% | Reduced |
| J. W. Coons Advisors, LLC | 8,543 | $690.0K | 0.26% | +1,810+26.9% | Added |
| NewEdge Wealth, LLC | 8,559 | $691.0K | 0.03% | −393−4.4% | Reduced |
| North Star Investment Management Corp. | 8,555 | $691.0K | 0.07% | +40.0% | Added |
| Belpointe Asset Management LLC | 8,571 | $692.0K | 0.05% | −211−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,664 | $699.0K | 0.13% | 00.0% | Unchanged |
| Searle & Co. | 8,675 | $700.0K | 0.27% | 00.0% | Unchanged |
| Bank of Hawaii | 8,688 | $701.0K | 0.05% | −20−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 8,694 | $702.0K | 0.15% | −13,360−60.6% | Reduced |
| KMG Fiduciary Partners, LLC | 8,765 | $707.0K | 0.14% | +8,765 | New |
| First National Bank & Trust Co of Newtown | 8,788 | $709.0K | 0.17% | 00.0% | Unchanged |
| Mairs & Power Inc | 8,798 | $710.0K | 0.01% | +4,900+125.7% | Added |
| Financial Advocates Investment Management | 8,843 | $713.0K | 0.06% | +1,016+13.0% | Added |
| Epoch Investment Partners, Inc. | 8,879 | $717.0K | 0.00% | −2,325−20.8% | Reduced |
| Karpas Strategies, LLC | 8,903 | $719.0K | 0.27% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,927 | $721.0K | 0.10% | +30+0.3% | Added |
| CAPROCK Group, Inc. | 8,934 | $721.0K | 0.07% | +176+2.0% | Added |
| Mutual Advisors, LLC | 8,948 | $722.0K | 0.04% | +1,552+21.0% | Added |
| Pacific Global Investment Management CO | 8,949 | $722.0K | 0.18% | +2,753+44.4% | Added |
| American Trust | 8,948 | $723.0K | 0.06% | −239−2.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,963 | $724.0K | 0.31% | +3,262+57.2% | Added |
| AMG National Trust Bank | 9,045 | $730.0K | 0.03% | +1,469+19.4% | Added |
| Rowland & Co Investment Counsel | 9,096 | $734.2K | 0.20% | 00.0% | Unchanged |
| USS Investment Management Ltd | 9,100 | $735.0K | 0.01% | −35,495−79.6% | Reduced |
| V Wealth Advisors LLC | 9,127 | $736.0K | 0.15% | −347−3.7% | Reduced |
| Mystic Asset Management, Inc. | 9,144 | $738.0K | 0.47% | −125−1.3% | Reduced |
| Banque Cantonale Vaudoise | 9,202 | $743.0K | 0.04% | −6,400−41.0% | Reduced |
| Delta Financial Advisors LLC | 9,207 | $743.0K | 0.39% | +10.0% | Added |
| Parcion Private Wealth LLC | 9,218 | $744.0K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 9,333 | $753.0K | 0.03% | −22,644−70.8% | Reduced |
| Beacon Pointe Advisors, LLC | 9,307 | $756.0K | 0.02% | −250−2.6% | Reduced |
| Ieq Capital, LLC | 9,367 | $756.0K | 0.02% | +1,438+18.1% | Added |
| NVWM, LLC | 9,381 | $757.0K | 0.30% | +9,381 | New |
| Jacobi Capital Management LLC | 9,426 | $761.0K | 0.10% | +39+0.4% | Added |
| Moody National Bank Trust Division | 9,420 | $761.0K | 0.08% | +4,312+84.4% | Added |
| First National Trust Co | 9,436 | $762.0K | 0.04% | +40+0.4% | Added |
| Jupiter Wealth Management LLC | 9,450 | $762.0K | 0.76% | +9,450 | New |
| Caxton Associates LP | 9,533 | $770.0K | 0.13% | +2,566+36.8% | Added |
| TCG Advisory Services, LLC | 9,574 | $773.0K | 0.23% | −15,708−62.1% | Reduced |
| Cannell Peter B & Co Inc | 9,705 | $783.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 9,723 | $785.0K | 0.24% | 00.0% | Unchanged |
| Dearborn Partners LLC | 9,723 | $785.0K | 0.03% | +147+1.5% | Added |
| Patten Group, Inc. | 8,482 | $785.0K | 0.27% | +20.0% | Added |
| Moneta Group Investment Advisors LLC | 9,886 | $798.0K | 0.03% | −457−4.4% | Reduced |
| Stillwater Investment Management, LLC | 9,887 | $798.0K | 0.25% | +108+1.1% | Added |
| Marion Wealth Management | 9,889 | $798.0K | 0.41% | +1,202+13.8% | Added |
| First Foundation Advisors | 9,881 | $798.0K | 0.04% | +9,881 | New |
| Arvest Trust Co N A | 9,911 | $800.0K | 0.06% | −4,786−32.6% | Reduced |
| Teza Capital Management LLC | 9,921 | $801.0K | 0.17% | +3,446+53.2% | Added |
| Shay Capital LLC | 9,935 | $802.0K | 0.40% | +6,163+163.4% | Added |
| Invst, LLC | 8,879 | $809.0K | 0.14% | −29−0.3% | Reduced |
| Seeyond | 10,139 | $818.0K | 0.10% | −3,471−25.5% | Reduced |
| Clark Capital Management Group, Inc. | 10,181 | $822.0K | 0.01% | −336−3.2% | Reduced |
| Longfellow Investment Management Co LLC | 10,211 | $824.0K | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,308 | $832.0K | 0.04% | +839+8.9% | Added |
| Adirondack Trust Co | 10,354 | $835.0K | 0.47% | +315+3.1% | Added |
| Buckingham Strategic Wealth, LLC | 10,404 | $840.0K | 0.02% | −1,461−12.3% | Reduced |
| Fortem Financial Group, LLC | 10,409 | $840.0K | 0.58% | +94+0.9% | Added |
| Resources Management Corp | 10,405 | $840.0K | 0.14% | +100+1.0% | Added |
| Bradley Foster & Sargent Inc | 10,434 | $842.0K | 0.02% | −40−0.4% | Reduced |
| Pathstone Family Office, LLC | 10,450 | $843.8K | 0.02% | +5,843+126.8% | Added |
| Basepoint Wealth LLC | 10,480 | $846.0K | 0.90% | −196−1.8% | Reduced |
| Hennessy Advisors Inc | 10,500 | $848.0K | 0.06% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 10,519 | $849.0K | 0.09% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 10,567 | $853.0K | 0.48% | +284+2.8% | Added |
| Connecticut Wealth Management, LLC | 10,602 | $856.0K | 0.08% | −3,763−26.2% | Reduced |
| Fiduciary Group LLC | 8,053 | $856.0K | 0.11% | +22+0.3% | Added |
| Avidian Wealth Solutions, LLC | 10,655 | $860.0K | 0.06% | −97−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,659 | $860.0K | 0.13% | +12+0.1% | Added |
| Wimmer Associates 1, LLC | 8,279 | $863.0K | 0.57% | +225+2.8% | Added |
| BBR Partners, LLC | 10,769 | $869.0K | 0.11% | −1,263−10.5% | Reduced |
| Harbor Investment Advisory, LLC | 10,768 | $869.0K | 0.14% | +247+2.3% | Added |
| Csenge Advisory Group | 10,815 | $873.0K | 0.07% | −344−3.1% | Reduced |
| Apollon Wealth Management, LLC | 10,839 | $875.0K | 0.07% | −406−3.6% | Reduced |
| Boston Trust Walden Corp | 10,868 | $877.0K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 10,871 | $877.0K | 0.09% | +1,500+16.0% | Added |
| Redpoint Investment Management Pty Ltd | 10,876 | $878.0K | 0.13% | −1,127−9.4% | Reduced |
| Engineers Gate Manager LP | 10,889 | $879.0K | 0.05% | −3,184−22.6% | Reduced |
| Veriti Management LLC | 11,000 | $888.0K | 0.13% | −158−1.4% | Reduced |
| South State Corp. | 11,015 | $889.0K | 0.09% | −1,422−11.4% | Reduced |
| Empirical Finance, LLC | 11,099 | $896.0K | 0.11% | +1,986+21.8% | Added |
| Smith, Moore & Co. | 11,149 | $900.0K | 0.14% | −814−6.8% | Reduced |
| Guyasuta Investment Advisors Inc | 11,200 | $904.0K | 0.08% | −761−6.4% | Reduced |
| Jeppson Wealth Management, LLC | 11,272 | $910.0K | 0.41% | +300+2.7% | Added |