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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 11,328 | $914.0K | 0.02% | −936−7.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,562 | $933.0K | 0.06% | −166−1.4% | Reduced |
| Pavion Blue Capital, LLC | 11,597 | $936.0K | 0.67% | −151−1.3% | Reduced |
| Kesler, Norman & Wride, LLC | 11,614 | $937.0K | 0.26% | +76+0.7% | Added |
| Paragon Capital Management LLC | 11,681 | $943.0K | 0.61% | +125+1.1% | Added |
| Valeo Financial Advisors, LLC | 11,695 | $944.0K | 0.06% | +1,928+19.7% | Added |
| Evercore Wealth Management, LLC | 11,774 | $951.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,113 | $958.0K | 0.05% | +668+7.9% | Added |
| Aquatic Capital Management LLC | 12,000 | $969.0K | 0.09% | −9,300−43.7% | Reduced |
| Barry Investment Advisors, LLC | 12,005 | $969.0K | 0.33% | −939−7.3% | Reduced |
| Park Circle Co | 12,000 | $969.0K | 1.00% | 00.0% | Unchanged |
| Tiaa, FSB | 12,022 | $970.0K | 0.00% | −374−3.0% | Reduced |
| 17 Capital Partners, LLC | 12,071 | $974.0K | 1.33% | +1,351+12.6% | Added |
| Martingale Asset Management L P | 12,070 | $975.0K | 0.02% | +795+7.1% | Added |
| Wetherby Asset Management Inc | 12,084 | $975.0K | 0.07% | +1,179+10.8% | Added |
| Symphony Financial, Ltd. Co. | 12,126 | $978.0K | 0.32% | +7,309+151.7% | Added |
| Summit Financial, LLC | 12,118 | $978.1K | 0.09% | +2,449+25.3% | Added |
| Diversified Trust Co | 12,135 | $980.0K | 0.04% | +1,258+11.6% | Added |
| DCM Advisors, LLC | 12,226 | $986.9K | 0.50% | +306+2.6% | Added |
| Haverford Trust Co | 12,242 | $988.0K | 0.01% | +2,797+29.6% | Added |
| Hodges Capital Management Inc. | 12,374 | $999.0K | 0.16% | −9,010−42.1% | Reduced |
| Vestcor Inc | 12,405 | $1.00M | 0.04% | +160+1.3% | Added |
| Strategic Advisors LLC | 12,492 | $1.01M | 0.22% | −328−2.6% | Reduced |
| Bristol John W & Co Inc | 12,500 | $1.01M | 0.03% | 00.0% | Unchanged |
| Exeter Financial, LLC | 12,525 | $1.01M | 0.59% | +700+5.9% | Added |
| Boyd Watterson Asset Management LLC | 12,533 | $1.01M | 0.46% | −126−1.0% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.02M | 0.30% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,600 | $1.02M | 0.05% | +203+1.6% | Added |
| YHB Investment Advisors, Inc. | 12,659 | $1.02M | 0.11% | +845+7.2% | Added |
| Strategic Wealth Advisors Group, LLC | 12,673 | $1.02M | 0.04% | +638+5.3% | Added |
| Bangor Savings Bank | 12,774 | $1.03M | 0.12% | +672+5.6% | Added |
| Welch & Forbes LLC | 12,831 | $1.04M | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.04M | 0.10% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 12,592 | $1.04M | 0.01% | −2,439−16.2% | Reduced |
| Hancock Whitney Corp | 12,995 | $1.05M | 0.04% | −886−6.4% | Reduced |
| Cowa, LLC | 13,020 | $1.05M | 0.69% | −500−3.7% | Reduced |
| USA Financial Portformulas Corp | 13,040 | $1.05M | 1.66% | +3,536+37.2% | Added |
| Credit Agricole S A | 13,059 | $1.05M | 0.04% | +2,689+25.9% | Added |
| AlphaStar Capital Management, LLC | 13,081 | $1.06M | 0.11% | +877+7.2% | Added |
| Bartlett & Co. Wealth Management LLC | 13,337 | $1.08M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,337 | $1.08M | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 13,445 | $1.08M | 0.36% | 00.0% | Unchanged |
| Inscription Capital, LLC | 13,465 | $1.09M | 0.31% | −22,208−62.3% | Reduced |
| Fiduciary Trust Co | 13,724 | $1.11M | 0.02% | −67−0.5% | Reduced |
| Aurora Investment Counsel | 13,771 | $1.11M | 0.84% | +13,771 | New |
| Independent Financial Group, LLC | 13,809 | $1.11M | 0.10% | +3,056+28.4% | Added |
| Logan Capital Management Inc | 13,889 | $1.12M | 0.07% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 13,996 | $1.13M | 0.80% | +2,321+19.9% | Added |
| Federation des caisses Desjardins du Quebec | 14,095 | $1.14M | 0.01% | +186+1.3% | Added |
| Wealth Alliance Advisory Group, LLC | 14,132 | $1.14M | 0.50% | −1,323−8.6% | Reduced |
| Stephens Inc | 14,400 | $1.16M | 0.02% | +283+2.0% | Added |
| Armor Investment Advisors, LLC | 14,541 | $1.17M | 0.80% | −300−2.0% | Reduced |
| Terry L. Blaker | 14,583 | $1.18M | 0.12% | +75+0.5% | Added |
| Guardian Wealth Management, Inc. | 14,620 | $1.18M | 1.34% | −46−0.3% | Reduced |
| Moors & Cabot, Inc. | 14,700 | $1.19M | 0.09% | +317+2.2% | Added |
| Americana Partners, LLC | 14,886 | $1.19M | 0.21% | +980+7.0% | Added |
| Gries Financial LLC | 14,778 | $1.19M | 0.50% | +614+4.3% | Added |
| Ingalls & Snyder LLC | 14,842 | $1.20M | 0.07% | −2,000−11.9% | Reduced |
| Harbour Investment Management LLC | 14,926 | $1.21M | 0.75% | +366+2.5% | Added |
| First Hawaiian Bank | 14,975 | $1.21M | 0.05% | +1,634+12.2% | Added |
| Dowling & Yahnke LLC | 15,058 | $1.22M | 0.06% | −219−1.4% | Reduced |
| Allstate Corp | 15,047 | $1.22M | 0.03% | +6,206+70.2% | Added |
| Everett Harris & Co | 15,221 | $1.23M | 0.02% | −40−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 13,063 | $1.23M | 0.01% | +8,733+201.7% | Added |
| CWM, LLC | 15,550 | $1.25M | 0.01% | −366−2.3% | Reduced |
| Tower Bridge Advisors | 15,605 | $1.26M | 0.11% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,663 | $1.26M | 0.03% | +1,382+9.7% | Added |
| Cary Street Partner Investment Advisory LLC | 15,692 | $1.27M | 0.10% | +1,424+10.0% | Added |
| Procyon Private Wealth Partners, LLC | 15,722 | $1.27M | 0.31% | +2,978+23.4% | Added |
| Cresset Asset Management, LLC | 15,803 | $1.28M | 0.02% | +159+1.0% | Added |
| Bowling Portfolio Management LLC | 15,918 | $1.28M | 0.35% | −358−2.2% | Reduced |
| Winton Group Ltd | 15,989 | $1.29M | 0.08% | −7,339−31.5% | Reduced |
| Community Bank, N.A. | 16,080 | $1.30M | 0.20% | +460+2.9% | Added |
| Sigma Planning Corp | 16,172 | $1.30M | 0.05% | −431−2.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 16,300 | $1.32M | 0.97% | +689+4.4% | Added |
| Cobblestone Capital Advisors LLC | 16,408 | $1.32M | 0.11% | −40.0% | Reduced |
| National Bank of Canada | 16,155 | $1.34M | 0.01% | −626−3.7% | Reduced |
| Greylin Investment Mangement Inc | 16,602 | $1.34M | 0.28% | −1,750−9.5% | Reduced |
| TBH Global Asset Management, LLC | 16,790 | $1.35M | 0.35% | +42+0.3% | Added |
| Northside Capital Management, LLC | 16,848 | $1.36M | 0.44% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 16,906 | $1.36M | 0.29% | +727+4.5% | Added |
| Curbstone Financial Management Corp | 16,976 | $1.37M | 0.34% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 18,263 | $1.39M | 0.14% | +234+1.3% | Added |
| Sonora Investment Management Group, LLC | 16,966 | $1.39M | 0.18% | 00.0% | Unchanged |
| Telemus Capital, LLC | 17,245 | $1.39M | 0.14% | +655+3.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,239 | $1.39M | 0.13% | +802+4.9% | Added |
| Community Bank & Trust, Waco, Texas | 17,411 | $1.41M | 0.50% | +429+2.5% | Added |
| Capital Advisors Inc | 14,930 | $1.41M | 0.04% | −500−3.2% | Reduced |
| Moser Wealth Advisors, LLC | 17,448 | $1.41M | 1.10% | +10+0.1% | Added |
| Advisor Partners II, LLC | 17,586 | $1.42M | 0.11% | +17,586 | New |
| Dynamic Advisor Solutions LLC | 17,614 | $1.42M | 0.11% | +803+4.8% | Added |
| Fernwood Investment Management, LLC | 17,630 | $1.42M | 0.60% | −250−1.4% | Reduced |
| Financial Counselors Inc | 17,668 | $1.43M | 0.04% | −317−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,673 | $1.43M | 0.16% | +4,385+33.0% | Added |
| Auxier Asset Management | 17,812 | $1.44M | 0.28% | −100−0.6% | Reduced |
| Cetera Investment Advisers | 17,831 | $1.44M | 0.03% | −2,917−14.1% | Reduced |
| Lincoln National Corp | 17,850 | $1.44M | 0.04% | +948+5.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,867 | $1.44M | 0.04% | −4,687−20.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,973 | $1.45M | 0.07% | −367−2.0% | Reduced |
| Bayesian Capital Management, LP | 18,000 | $1.45M | 0.29% | +18,000 | New |