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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 3,681 | $297.0K | 0.00% | +3,681 | New |
| Spire Wealth Management | 3,651 | $295.0K | 0.02% | −2,664−42.2% | Reduced |
| Investors Asset Management of Georgia Inc | 3,652 | $295.0K | 0.15% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,660 | $295.0K | 0.06% | +2,926+398.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,647 | $294.0K | 0.02% | −743−16.9% | Reduced |
| Spinnaker Investment Group, LLC | 3,630 | $293.0K | 0.11% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,599 | $291.0K | 0.02% | −267−6.9% | Reduced |
| Old Point Trust & Financial Services N A | 3,603 | $291.0K | 0.15% | −220−5.8% | Reduced |
| Dodge & Cox | 3,600 | $291.0K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 3,121 | $290.0K | 0.03% | +155+5.2% | Added |
| Jackson Creek Investment Advisors LLC | 3,585 | $289.0K | 0.14% | −201−5.3% | Reduced |
| Kolinsky Wealth Management, LLC | 3,577 | $289.0K | 0.36% | −77−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,584 | $289.0K | 0.02% | +14+0.4% | Added |
| Ci Investments Inc. | 3,551 | $287.0K | 0.00% | +3,492+5,918.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,541 | $286.0K | 0.01% | +2+0.1% | Added |
| Harbor Advisors LLC | 3,541 | $286.0K | 0.08% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,528 | $285.0K | 0.08% | 00.0% | Unchanged |
| HNP Capital LLC | 3,528 | $285.0K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,531 | $285.0K | 0.02% | +200+6.0% | Added |
| Tributary Capital Management, LLC | 3,500 | $283.0K | 0.03% | −100−2.8% | Reduced |
| Your Advocates Ltd., LLP | 3,506 | $283.0K | 0.17% | +47+1.4% | Added |
| Tennessee Valley Asset Management Partners | 3,482 | $281.0K | 0.11% | −1,017−22.6% | Reduced |
| Roosevelt Investment Group LLC | 3,486 | $281.0K | 0.02% | +110+3.3% | Added |
| Energy Opportunities Capital Management, LLC | 3,455 | $279.0K | 0.90% | −3,820−52.5% | Reduced |
| Spinnaker Trust | 3,441 | $278.0K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $278.0K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,455 | $278.0K | 0.07% | −10.0% | Reduced |
| CoreFirst Bank & Trust | 3,443 | $278.0K | 0.24% | −2−0.1% | Reduced |
| MTM Investment Management, LLC | 3,430 | $277.0K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,435 | $277.0K | 0.08% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,429 | $277.0K | 0.06% | +435+14.5% | Added |
| Abacus Planning Group, Inc. | 3,430 | $277.0K | 0.08% | +3,430 | New |
| Athena Investment Management | 3,423 | $276.0K | 0.23% | −100−2.8% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $276.0K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,375 | $272.0K | 0.00% | −49,179−93.6% | Reduced |
| Proequities, Inc. | 3,370 | $272.0K | 0.03% | +75+2.3% | Added |
| Investment Partners, Ltd. | 3,375 | $272.0K | 0.08% | +680+25.2% | Added |
| First Interstate Bank | 3,361 | $271.0K | 0.02% | +3,361 | New |
| Independent Solutions Wealth Management, LLC | 3,352 | $270.5K | 0.09% | +43+1.3% | Added |
| Allen Investment Management LLC | 3,342 | $270.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,332 | $269.0K | 0.02% | +2+0.1% | Added |
| Excalibur Management Corp | 3,322 | $268.0K | 0.15% | +4+0.1% | Added |
| MQS Management LLC | 3,310 | $267.0K | 0.17% | −3,216−49.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,318 | $267.0K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,298 | $266.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,292 | $266.0K | 0.04% | +61+1.9% | Added |
| Foundations Investment Advisors, LLC | 3,290 | $266.0K | 0.01% | +49+1.5% | Added |
| Carl Stuart Investment Advisor, Inc | 2,863 | $265.0K | 0.23% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,278 | $265.0K | 0.11% | +707+27.5% | Added |
| Blue Edge Capital, LLC | 3,255 | $262.7K | 0.07% | +4+0.1% | Added |
| Capital Analysts, LLC | 3,243 | $262.0K | 0.02% | +143+4.6% | Added |
| Integrated Wealth Concepts LLC | 3,235 | $261.0K | 0.01% | −1,437−30.8% | Reduced |
| Tudor Investment Corp Et Al | 3,232 | $261.0K | 0.01% | +3,232 | New |
| Capital Investment Advisory Services, LLC | 3,221 | $260.0K | 0.03% | −433−11.9% | Reduced |
| AdvisorNet Financial, Inc | 3,219 | $260.0K | 0.03% | +75+2.4% | Added |
| Canvas Wealth Advisors, LLC | 2,546 | $260.0K | 0.11% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,206 | $259.0K | 0.03% | +174+5.7% | Added |
| MSH Capital Advisors LLC | 3,200 | $258.3K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,191 | $258.0K | 0.07% | −60−1.8% | Reduced |
| Sentry Investment Management LLC | 3,197 | $258.0K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,200 | $258.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,200 | $258.0K | 0.02% | +235+7.9% | Added |
| First National Bank Sioux Falls | 3,184 | $257.0K | 0.27% | −500−13.6% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $253.0K | 0.19% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,119 | $252.0K | 0.11% | 00.0% | Unchanged |
| Aries Wealth Management | 2,403 | $251.0K | 0.11% | −465−16.2% | Reduced |
| M&R Capital Management Inc | 3,088 | $249.0K | 0.07% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,087 | $249.0K | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 3,081 | $249.0K | 0.02% | +3,081 | New |
| Kanawha Capital Management LLC | 3,074 | $248.0K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,071 | $248.0K | 0.05% | +280+10.0% | Added |
| Eudaimonia Partners, LLC | 3,060 | $247.0K | 0.06% | −7,346−70.6% | Reduced |
| Cadinha & Co LLC | 3,065 | $247.0K | 0.08% | 00.0% | Unchanged |
| Jacobs & Co | 3,066 | $247.0K | 0.04% | +3,066 | New |
| E&G Advisors, LP | 3,052 | $246.0K | 0.09% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $244.0K | 0.07% | +2,360 | New |
| West Paces Advisors Inc. | 3,001 | $242.2K | 0.09% | +105+3.6% | Added |
| Merrion Investment Management Co, LLC | 3,000 | $242.0K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,004 | $242.0K | 0.04% | +784+35.3% | Added |
| Chilton Capital Management LLC | 2,968 | $240.0K | 0.02% | +305+11.5% | Added |
| Advisors Capital Management, LLC | 2,176 | $240.0K | 0.01% | +2,176 | New |
| First National Bank of South Miami | 2,961 | $239.0K | 0.19% | −74−2.4% | Reduced |
| Quilter Plc | 2,928 | $237.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,935 | $237.0K | 0.03% | +333+12.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $236.0K | 0.14% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,924 | $236.0K | 0.04% | +45+1.6% | Added |
| Stiles Financial Services Inc | 2,907 | $235.0K | 0.14% | −26−0.9% | Reduced |
| TrinityPoint Wealth, LLC | 2,898 | $234.0K | 0.05% | +82+2.9% | Added |
| Two Sigma Securities, LLC | 2,894 | $234.0K | 0.03% | +2,894 | New |
| Brighton Jones LLC | 2,891 | $233.0K | 0.01% | −267−8.5% | Reduced |
| CWS Financial Advisors, LLC | 2,875 | $232.0K | 0.11% | 00.0% | Unchanged |
| Transform Wealth, LLC | 2,867 | $231.0K | 0.03% | −1,844−39.1% | Reduced |
| Little House Capital LLC | 2,866 | $231.0K | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 2,855 | $230.0K | 0.01% | +327+12.9% | Added |
| Infrastructure Capital Advisors, LLC | 2,832 | $229.0K | 0.05% | −21,281−88.3% | Reduced |
| Stonnington Group, LLC | 2,328 | $228.0K | 0.06% | +2,328 | New |
| Port Capital LLC | 2,804 | $226.0K | 0.02% | +98+3.6% | Added |
| LGL Partners, LLC | 2,788 | $225.0K | 0.05% | +2,788 | New |
| Lake Street Financial LLC | 2,763 | $223.0K | 0.05% | +10.0% | Added |
| Solidarilty Wealth, LLC | 2,117 | $223.0K | 0.13% | −327−13.4% | Reduced |