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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 4,733 | $382.0K | 0.09% | −594−11.2% | Reduced |
| Tradewinds, LLC. | 4,712 | $380.0K | 0.28% | +95+2.1% | Added |
| 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 |
| Roberts Glore & Co Inc | 4,677 | $378.0K | 0.14% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,644 | $375.0K | 0.30% | −100−2.1% | 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 |
| 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 |
| Weik Capital Management | 4,590 | $371.0K | 0.19% | −350−7.1% | Reduced |
| 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 |
| Ausdal Financial Partners, Inc. | 4,550 | $367.0K | 0.06% | −60−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 4,541 | $367.0K | 0.04% | +1,009+28.6% | Added |
| Private Portfolio Partners LLC | 4,534 | $366.1K | 0.10% | +1,060+30.5% | Added |
| 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 |
| Waldron Private Wealth LLC | 4,485 | $362.0K | 0.02% | −27−0.6% | Reduced |
| WealthBridge Capital Management, LLC | 4,388 | $360.0K | 0.15% | 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 |
| Estabrook Capital Management | 4,433 | $357.8K | 0.07% | 00.0% | Unchanged |
| 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 |
| Means Investment Co., Inc. | 4,412 | $356.0K | 0.08% | −157−3.4% | Reduced |
| 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 |
| WP Advisors, LLC | 4,383 | $354.0K | 0.16% | +47+1.1% | Added |
| Austin Private Wealth, LLC | 4,366 | $352.0K | 0.07% | −330−7.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,324 | $349.0K | 0.04% | +226+5.5% | Added |
| WCG Wealth Advisors LLC | 4,307 | $348.0K | 0.05% | +6+0.1% | Added |
| Naviter Wealth, LLC | 4,296 | $347.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Mayflower Financial Advisors, LLC | 4,263 | $344.0K | 0.06% | +308+7.8% | Added |
| Nomura Holdings Inc | 4,250 | $343.0K | 0.00% | −561−11.7% | Reduced |
| Sutton Wealth Advisors Inc. | 4,228 | $341.3K | 0.14% | +1,139+36.9% | Added |
| CWA Asset Management Group, LLC | 4,223 | $341.0K | 0.03% | +1,317+45.3% | Added |
| Kistler-Tiffany Companies, LLC | 4,212 | $340.0K | 0.08% | +225+5.6% | 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 |
| Quadrant Capital Group LLC | 4,190 | $338.0K | 0.04% | +745+21.6% | Added |
| SignalPoint Asset Management, LLC | 4,176 | $337.0K | 0.13% | +167+4.2% | Added |
| Insight Folios Inc | 4,166 | $336.0K | 0.17% | +182+4.6% | Added |
| Ameritas Advisory Services, LLC | 4,116 | $332.0K | 0.02% | +176+4.5% | Added |
| Petrus Trust Company, LTA | 4,101 | $331.0K | 0.05% | −787−16.1% | Reduced |
| Segment Wealth Management, LLC | 4,093 | $330.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,080 | $329.0K | 0.04% | −5−0.1% | Reduced |
| Eqis Capital Management, Inc. | 4,065 | $328.2K | 0.04% | −741−15.4% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Wilkins Investment Counsel Inc | 3,989 | $322.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Hanson & Doremus Investment Management | 3,926 | $317.0K | 0.08% | −260−6.2% | Reduced |
| 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 |
| 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 |
| OneAscent Financial Services LLC | 3,875 | $313.0K | 0.12% | −728−15.8% | Reduced |
| 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 |
| Trust Co of Oklahoma | 3,852 | $310.9K | 0.16% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Relative Value Partners Group, LLC | 3,747 | $302.0K | 0.02% | +3,747 | New |
| Chicago Trust Co NA | 3,728 | $301.0K | 0.08% | +475+14.6% | 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 |
| 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 |