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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 344 | $28.0K | 0.00% | −244−41.5% | Reduced |
| Horan Securities, Inc. | 351 | $28.0K | 0.02% | +238+210.6% | Added |
| Bellwether Advisors, LLC | 335 | $27.0K | 0.01% | +10+3.1% | Added |
| Arlington Partners LLC | 316 | $26.0K | 0.01% | −370−53.9% | Reduced |
| Spartan Planning & Wealth Management | 317 | $26.0K | 0.03% | −317−50.0% | Reduced |
| Pacifica Partners Inc. | 314 | $26.0K | 0.02% | −12−3.7% | Reduced |
| TSFG, LLC | 326 | $26.0K | 0.01% | +101+44.9% | Added |
| Hallmark Capital Management Inc | 325 | $26.0K | 0.00% | +125+62.5% | Added |
| Private Ocean, LLC | 315 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 305 | $25.0K | 0.01% | +2+0.7% | Added |
| Lee Financial Co | 301 | $25.0K | 0.00% | +7+2.4% | Added |
| Rocky Mountain Advisers, LLC | 299 | $24.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $24.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $24.0K | 0.01% | +300 | New |
| Tortoise Investment Management, LLC | 282 | $23.0K | 0.00% | +15+5.6% | Added |
| Exos TFP Holdings LLC | 287 | $23.0K | 0.01% | +287 | New |
| Brown, Lisle/Cummings, Inc. | 278 | $22.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 271 | $22.0K | 0.01% | +21+8.4% | Added |
| Sound Income Strategies, LLC | 269 | $22.0K | 0.00% | +98+57.3% | Added |
| Ten Capital Wealth Advisors, LLC | 272 | $22.0K | 0.01% | +107+64.8% | Added |
| Mascoma Wealth Management LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 237 | $19.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 233 | $19.0K | 0.01% | +233 | New |
| Morton Brown Family Wealth, LLC | 219 | $18.0K | 0.01% | −19−8.0% | Reduced |
| First Financial Corp | 220 | $18.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 219 | $18.0K | 0.01% | +1+0.5% | Added |
| Win Advisors, Inc | 218 | $18.0K | 0.01% | +1+0.5% | Added |
| First Community Trust NA | 208 | $17.0K | 0.02% | −40−16.1% | Reduced |
| TFC Financial Management | 215 | $17.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $17.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $17.0K | 0.01% | +76+54.7% | Added |
| Cornerstone Management, Inc. | 210 | $17.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 194 | $16.0K | 0.01% | −5−2.5% | Reduced |
| Coston, McIsaac & Partners | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 204 | $16.0K | 0.01% | +187+1,100.0% | Added |
| Arrow Financial Corp | 175 | $15.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $15.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 192 | $15.0K | 0.01% | +63+48.8% | Added |
| Blue Bell Private Wealth Management, LLC | 179 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $14.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 164 | $13.0K | 0.01% | +1+0.6% | Added |
| SOA Wealth Advisors, LLC. | 160 | $12.0K | 0.00% | +1+0.6% | Added |
| Burleson & Company, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 144 | $12.0K | 0.00% | +1+0.7% | Added |
| PFG Private Wealth Management, LLC | 147 | $12.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 148 | $12.0K | 0.01% | +1+0.7% | Added |
| Baldwin Brothers Inc | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $10.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 99 | $10.3K | 0.01% | +99 | New |
| Truvestments Capital LLC | 118 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 129 | $10.0K | 0.00% | +78+152.9% | Added |
| Goodwin Investment Advisory | 128 | $10.0K | 0.01% | +128 | New |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Strategic Asset Management, LLC | 142 | $9.00K | 0.02% | +1+0.7% | Added |
| Roble, Belko & Company, Inc | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 105 | $8.48K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $8.00K | 0.00% | −23−19.3% | Reduced |
| Wagner Wealth Management, LLC | 105 | $8.00K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $8.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $8.00K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $8.00K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $8.00K | 0.00% | +25+32.5% | Added |
| United Community Bank | 96 | $7.75K | 0.01% | +96 | New |
| West Branch Capital LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 77 | $6.21K | 0.00% | −68−46.9% | Reduced |
| Raffa Wealth Management, LLC | 76 | $6.13K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 70 | $6.00K | 0.01% | −45−39.1% | Reduced |
| Castleview Partners, LLC | 70 | $6.00K | 0.01% | −130−65.0% | Reduced |
| HighMark Wealth Management LLC | 69 | $6.00K | 0.01% | +1+1.5% | Added |
| Crewe Advisors LLC | 73 | $6.00K | 0.00% | +13+21.7% | Added |
| Kelly Financial Services LLC | 69 | $5.57K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 65 | $5.25K | 0.00% | +65 | New |
| Financial Perspectives, Inc | 63 | $5.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 49 | $4.00K | 0.00% | −162−76.8% | Reduced |
| Exchange Traded Concepts, LLC | 45 | $4.00K | 0.00% | −19−29.7% | Reduced |
| Karlinski Andrew C | 54 | $4.00K | 0.01% | −5−8.5% | Reduced |
| Webster Bank, N. A. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $4.00K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 48 | $4.00K | 0.00% | +48 | New |
| Abound Wealth Management | 42 | $3.41K | 0.00% | +42 | New |
| RE Dickinson Investment Advisors, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 34 | $3.00K | 0.00% | +1+3.0% | Added |