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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 32 | $3.00K | 0.00% | +32 | New |
| Raleigh Capital Management Inc. | 36 | $3.00K | 0.00% | +36 | New |
| Highline Wealth Partners LLC | 30 | $2.42K | 0.00% | +30 | New |
| Aua Capital Management, LLC | 26 | $2.00K | 0.00% | −2−7.1% | Reduced |
| Johnson Midwest Financial, LLC | 19 | $2.00K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $1.04K | 0.00% | +10 | New |
| Assetmark, Inc | 15 | $1.00K | 0.00% | −96−86.5% | Reduced |
| Column Capital Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $0 | 0.00% | −32−97.0% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,671 | – | – | +80+5.0% | Added |
| Sofos Investments, Inc. | 1,296 | – | – | −180−12.2% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,050,910−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −1,019,455−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −231,533−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −229,314−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −192,905−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −119,380−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −114,133−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −90,533−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −80,940−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −74,813−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −71,505−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,319−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −62,004−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −58,053−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −55,642−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −52,262−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,263−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −48,292−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −45,409−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −39,835−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −39,383−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −37,049−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,789−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −27,339−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,228−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −26,682−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −22,634−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −22,343−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −21,022−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −19,817−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −17,955−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −17,164−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −16,054−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,414−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,511−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,101−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,413−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −9,754−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −8,648−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −8,362−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −8,263−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,059−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,956−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −5,818−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,986−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −4,814−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,737−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Telemetry Investments, L.L.C. | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −2,868−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Greytown Advisors Inc. | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −2,442−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |