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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.

Institutional holdersQ3 2022: 1,419 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ3 2022: $27.4B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2022.

Institutions holding PSX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−1,025−100.0%Sold out
Concord Wealth Partners0$00.00%−913−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−698−100.0%Sold out
Better Money Decisions, LLC0$00.00%−584−100.0%Sold out
Curi Capital0$00.00%−502−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−439−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−346−100.0%Sold out
GoalVest Advisory LLC0$00.00%−343−100.0%Sold out
WFA of San Diego, LLC0$00.00%−300−100.0%Sold out
Capital Directions Investment Advisors, LLC0$00.00%−225−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−157−100.0%Sold out
First Bank & Trust0$00.00%−114−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−93−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−88−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−80−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−80−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−74−100.0%Sold out
Activest Wealth Management0$00.00%−28−100.0%Sold out
Insight Inv LLC0$00.00%−19−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−2−100.0%Sold out
Ellevest, Inc.0$00.00%−4−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3−100.0%Sold out
B. Riley Wealth Management, Inc.––––Not filed
Advisor Partners LLC––––Not filed
Icon Wealth Partners, LLC––––Not filed
Frontier Wealth Management LLC––––Not filed
HYA Advisors, Inc––––Not filed
Dixon Hubard Feinour & Brown Inc––––Not filed
Coldstream Capital Management Inc––––Not filed
Bivin & Associates, Inc.––––Not filed
Brewin Dolphin Ltd––––Not filed
Altium Wealth Management LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Loveless Wealth Management LLC––––Not filed
Ern LLC––––Not filed
Pinnacle Private Wealth, LLC––––Not filed
Minot Wealth Management LLC––––Not filed
Enterprise Trust & Investment Co––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Private Capital Group, LLC––––Not filed
Lake Point Wealth Management––––Not filed
Exane Derivatives––––Not filed