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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1,398 | $110.0K | 0.01% | +1,398 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $109.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,347 | $109.0K | 0.29% | +139+11.5% | Added |
| AlphaCentric Advisors LLC | 1,342 | $108.0K | 0.11% | +1,342 | New |
| Sittner & Nelson, LLC | 1,310 | $106.0K | 0.07% | −300−18.6% | Reduced |
| JNBA Financial Advisors | 1,313 | $106.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,162 | $94.0K | 0.00% | +64+5.8% | Added |
| RWM Asset Management, LLC | 1,148 | $93.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,142 | $92.0K | 0.02% | +101+9.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,103 | $89.0K | 0.02% | +1,081+4,913.6% | Added |
| Pittenger & Anderson Inc | 1,093 | $88.0K | 0.01% | +355+48.1% | Added |
| First Horizon Advisors, Inc. | 1,069 | $85.0K | 0.00% | −129−10.8% | Reduced |
| State of Wyoming | 1,049 | $85.0K | 0.04% | +40+4.0% | Added |
| Larson Financial Group LLC | 1,038 | $84.0K | 0.01% | +587+130.2% | Added |
| Global Financial Private Client, LLC | 987 | $83.5K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,033 | $83.0K | 0.01% | +520+101.4% | Added |
| Foster Dykema Cabot & Co Inc | 1,017 | $82.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,020 | $82.0K | 0.00% | +59+6.1% | Added |
| Mechanics Financial Corp | 1,000 | $81.0K | 0.05% | −150−13.0% | Reduced |
| BDO Wealth Advisors, LLC | 999 | $81.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $81.0K | 0.08% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,010 | $81.0K | 0.08% | +1,010 | New |
| Highlander Capital Management, LLC | 991 | $80.0K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $78.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 944 | $76.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 942 | $76.0K | 0.05% | +942 | New |
| McIlrath & Eck, LLC | 921 | $74.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 919 | $74.0K | 0.02% | +4+0.4% | Added |
| Evermay Wealth Management LLC | 900 | $73.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 897 | $72.0K | 0.03% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 741 | $71.0K | 0.01% | −516−41.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 878 | $71.0K | 0.01% | −53−5.7% | Reduced |
| Zions Bancorporation, N.A. | 868 | $70.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 867 | $70.0K | 0.01% | +43+5.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 860 | $69.0K | 0.04% | −10−1.1% | Reduced |
| Optimum Investment Advisors | 838 | $68.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 841 | $67.0K | 0.02% | −42−4.8% | Reduced |
| Stonebridge Capital Advisors LLC | 827 | $67.0K | 0.01% | −34−3.9% | Reduced |
| Sargent Bickham Lagudis LLC | 823 | $66.0K | 0.01% | −292−26.2% | Reduced |
| Valley National Advisers Inc | 682 | $66.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 814 | $66.0K | 0.06% | +337+70.6% | Added |
| City State Bank | 802 | $65.0K | 0.05% | +56+7.5% | Added |
| Selective Wealth Management, Inc. | 795 | $64.0K | 0.03% | −159−16.7% | Reduced |
| Beacon Capital Management, LLC | 778 | $63.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 778 | $63.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 748 | $60.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $60.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 748 | $60.0K | 0.01% | +190+34.1% | Added |
| Addison Advisors LLC | 707 | $57.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $57.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 709 | $57.0K | 0.01% | +77+12.2% | Added |
| Gleason Group, Inc. | 694 | $56.0K | 0.02% | +7+1.0% | Added |
| Chiron Investment Management, LLC | 691 | $56.0K | 0.01% | +691 | New |
| Toth Financial Advisory Corp | 682 | $55.0K | 0.01% | −14−2.0% | Reduced |
| Parkside Financial Bank & Trust | 673 | $54.0K | 0.02% | +127+23.3% | Added |
| CVA Family Office, LLC | 668 | $54.0K | 0.01% | +150+29.0% | Added |
| Axiom Investment Management LLC | 663 | $54.0K | 0.11% | +663 | New |
| Clearview Wealth Advisors LLC | 661 | $53.0K | 0.04% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 650 | $53.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 644 | $52.0K | 0.00% | −34−5.0% | Reduced |
| Cutler Group LP | 648 | $52.0K | 0.01% | −5,096−88.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 650 | $52.0K | 0.00% | +200+44.4% | Added |
| Financial Enhancement Group LLC | 640 | $52.0K | 0.01% | +626+4,471.4% | Added |
| Heritage Wealth Management, LLC | 623 | $50.0K | 0.02% | +174+38.8% | Added |
| Duncker Streett & Co Inc | 613 | $49.0K | 0.01% | −27−4.2% | Reduced |
| Syverson Strege & Co | 604 | $49.0K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 601 | $48.5K | 0.05% | +601 | New |
| Riverview Trust Co | 590 | $48.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 599 | $48.0K | 0.01% | +28+4.9% | Added |
| Creative Financial Designs Inc | 600 | $48.0K | 0.01% | +36+6.4% | Added |
| JFS Wealth Advisors, LLC | 569 | $46.0K | 0.01% | −91−13.8% | Reduced |
| AlphaMark Advisors, LLC | 570 | $46.0K | 0.02% | +95+20.0% | Added |
| Shell Asset Management Co | 556 | $45.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 552 | $45.0K | 0.04% | +552 | New |
| Coastal Capital Group, Inc. | 547 | $44.0K | 0.01% | +3+0.6% | Added |
| Baystate Wealth Management LLC | 540 | $44.0K | 0.00% | +6+1.1% | Added |
| Tyler-Stone Wealth Management | 538 | $43.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 530 | $43.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $43.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 493 | $40.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 479 | $38.7K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 469 | $38.0K | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 465 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 455 | $37.0K | 0.03% | +5+1.1% | Added |
| Key Financial Inc | 449 | $36.0K | 0.02% | +30+7.2% | Added |
| DB Wealth Management Group, LLC | 435 | $35.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 365 | $35.0K | 0.01% | +3+0.8% | Added |
| Oakworth Capital, Inc. | 426 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 411 | $33.0K | 0.01% | −123−23.0% | Reduced |
| Worth Asset Management, LLC | 410 | $33.0K | 0.02% | +59+16.8% | Added |
| Stapp Wealth Management, PLLC | 411 | $33.0K | 0.10% | +411 | New |
| PrairieView Partners, LLC | 396 | $32.0K | 0.01% | −75−15.9% | Reduced |
| Accel Wealth Management | 357 | $32.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 393 | $31.0K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 378 | $30.5K | 0.01% | +350+1,250.0% | Added |
| First PREMIER Bank | 376 | $30.0K | 0.01% | −59−13.6% | Reduced |
| Core Alternative Capital | 366 | $30.0K | 0.00% | +251+218.3% | Added |
| Siena Capital LLC | 355 | $29.0K | 0.02% | −150−29.7% | Reduced |
| Norwood Financial Corp | 360 | $29.0K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 344 | $28.0K | 0.00% | −244−41.5% | Reduced |