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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 2,757 | $223.0K | 0.02% | +2,757 | New |
| Sawtooth Solutions, LLC | 2,759 | $223.0K | 0.03% | +2,759 | New |
| LBMC Investment Advisors, LLC | 2,754 | $222.0K | 0.03% | +10.0% | Added |
| IVC Wealth Advisors LLC | 2,747 | $222.0K | 0.18% | +11+0.4% | Added |
| IFG Advisory, LLC | 2,745 | $221.0K | 0.02% | −188−6.4% | Reduced |
| Magnus Financial Group LLC | 2,735 | $221.0K | 0.04% | −66−2.4% | Reduced |
| Staley Capital Advisers Inc | 2,740 | $221.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,733 | $220.6K | 0.04% | −200−6.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,725 | $220.0K | 0.01% | −71−2.5% | Reduced |
| CFO4Life Group, LLC | 2,726 | $220.0K | 0.06% | +65+2.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $219.0K | 0.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,699 | $218.0K | 0.00% | −21,700−88.9% | Reduced |
| Pflug Koory, LLC | 2,695 | $218.0K | 0.13% | −400−12.9% | Reduced |
| SBB Research Group LLC | 2,700 | $218.0K | 0.31% | +29+1.1% | Added |
| Quantamental Technologies LLC | 2,698 | $218.0K | 0.08% | +2,698 | New |
| Saxon Interests, Inc. | 2,354 | $218.0K | 0.13% | +2,354 | New |
| Angeles Wealth Management, LLC | 2,691 | $217.0K | 0.04% | +2,691 | New |
| Monetary Management Group Inc | 2,677 | $216.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,667 | $215.0K | 0.04% | −117−4.2% | Reduced |
| TCWP LLC | 2,671 | $215.0K | 0.05% | +2,671 | New |
| Tiedemann Advisors, LLC | 2,639 | $214.0K | 0.01% | −8,298−75.9% | Reduced |
| Gables Capital Management Inc. | 2,652 | $214.0K | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,633 | $213.0K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,623 | $212.0K | 0.03% | +2,623 | New |
| Northcape Wealth Management, LLC | 2,626 | $212.0K | 0.08% | +2,626 | New |
| LCNB Corp | 2,613 | $211.0K | 0.11% | +112+4.5% | Added |
| Moloney Securities Asset Management, LLC | 2,618 | $211.0K | 0.05% | +2,618 | New |
| Murphy Pohlad Asset Management LLC | 2,605 | $210.0K | 0.10% | −410−13.6% | Reduced |
| Plancorp, LLC | 2,601 | $210.0K | 0.01% | −68−2.5% | Reduced |
| International Assets Investment Management, LLC | 2,589 | $209.0K | 0.04% | −489−15.9% | Reduced |
| Chemung Canal Trust Co | 2,584 | $209.0K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,587 | $209.0K | 0.18% | +2,587 | New |
| Orion Portfolio Solutions, LLC | 2,567 | $207.0K | 0.01% | −180−6.6% | Reduced |
| Moller Financial Services | 2,568 | $207.0K | 0.07% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,558 | $207.0K | 0.05% | +2,558 | New |
| Ambassador Advisors, LLC | 2,550 | $206.0K | 0.05% | −3,091−54.8% | Reduced |
| Davidson Trust Co | 2,551 | $206.0K | 0.20% | −425−14.3% | Reduced |
| Harbour Investments, Inc. | 2,508 | $206.0K | 0.01% | 00.0% | Unchanged |
| Bell Bank | 2,541 | $205.0K | 0.03% | −180−6.6% | Reduced |
| Northwest Bancshares, Inc. | 2,526 | $204.0K | 0.05% | −200−7.3% | Reduced |
| First Financial Bank - Trust Division | 2,527 | $204.0K | 0.03% | −21−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $204.0K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $204.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,516 | $203.0K | 0.01% | +906+56.3% | Added |
| X-Square Capital, LLC | 2,509 | $202.0K | 0.13% | +31+1.3% | Added |
| Acima Private Wealth, LLC | 2,500 | $201.8K | 0.10% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,491 | $201.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,487 | $201.0K | 0.03% | +2,487 | New |
| Sterling Investment Advisors, Ltd. | 2,473 | $200.0K | 0.07% | +175+7.6% | Added |
| Bray Capital Advisors | 2,466 | $199.0K | 0.06% | +19+0.8% | Added |
| Montag A & Associates Inc | 2,409 | $194.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,400 | $194.0K | 0.00% | +363+17.8% | Added |
| TCI Wealth Advisors, Inc. | 2,397 | $193.0K | 0.03% | +48+2.0% | Added |
| Itau Unibanco Holding S.A. | 2,275 | $184.0K | 0.01% | +2,275 | New |
| Hazlett, Burt & Watson, Inc. | 2,273 | $183.0K | 0.18% | −26−1.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,266 | $183.0K | 0.05% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,252 | $182.0K | 0.11% | −98−4.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,230 | $180.0K | 0.02% | −90−3.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,181 | $176.0K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,178 | $175.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,066 | $167.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,040 | $164.0K | 0.00% | +120+6.3% | Added |
| Eagle Bay Advisors LLC | 2,034 | $164.0K | 0.10% | +197+10.7% | Added |
| Zullo Investment Group, Inc. | 2,022 | $163.0K | 0.11% | +4+0.2% | Added |
| Alan B. Lancz & Associates, Inc. | 1,996 | $161.0K | 0.19% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $161.0K | 0.03% | +296+17.4% | Added |
| TD Capital Management LLC | 2,000 | $161.0K | 0.02% | +2,000 | New |
| Hexagon Capital Partners LLC | 1,982 | $160.0K | 0.05% | −2,656−57.3% | Reduced |
| Front Row Advisors LLC | 1,979 | $160.0K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,902 | $154.0K | 0.02% | +726+61.7% | Added |
| Wellington Shields Capital Management, LLC | 1,892 | $153.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 1,878 | $152.0K | 0.04% | +1,878 | New |
| Alpha Paradigm Partners, LLC | 1,842 | $149.0K | 0.06% | +1,842 | New |
| Wellington Shields & Co., LLC | 1,832 | $148.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,792 | $144.0K | 0.01% | −38,831−95.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,780 | $144.0K | 0.04% | +291+19.5% | Added |
| Central Bank & Trust Co | 1,776 | $143.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,767 | $143.0K | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,716 | $139.0K | 0.00% | −600−25.9% | Reduced |
| Vestor Capital, LLC | 1,715 | $138.0K | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,682 | $136.0K | 0.00% | +227+15.6% | Added |
| Aspire Private Capital, LLC | 1,669 | $135.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,421 | $129.0K | 0.04% | +91+6.8% | Added |
| Harvest Fund Management Co., Ltd | 1,579 | $128.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,577 | $128.0K | 0.02% | +33+2.1% | Added |
| Financial Management Professionals, Inc. | 1,518 | $123.0K | 0.03% | +296+24.2% | Added |
| Hills Bank & Trust Co | 1,505 | $121.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,492 | $120.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,473 | $119.0K | 0.07% | +25+1.7% | Added |
| Covestor Ltd | 1,477 | $119.0K | 0.11% | +434+41.6% | Added |
| Smithfield Trust Co | 1,472 | $118.0K | 0.01% | 00.0% | Unchanged |
| Motco | 1,434 | $116.0K | 0.01% | −255−15.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,446 | $116.0K | 0.01% | +97+7.2% | Added |
| DuPont Capital Management Corp | 1,416 | $114.0K | 0.01% | −1,868−56.9% | Reduced |
| Avion Wealth | 1,411 | $114.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,080 | $113.0K | 0.01% | −9−0.8% | Reduced |
| Alta Advisers Ltd | 1,400 | $113.0K | 0.07% | +1,400 | New |
| Quent Capital, LLC | 1,393 | $112.0K | 0.02% | +21+1.5% | Added |
| CNB Bank | 1,370 | $111.0K | 0.08% | +1,022+293.7% | Added |
| Asset Dedication, LLC | 1,398 | $110.0K | 0.01% | +1,398 | New |