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 |
|---|---|---|---|---|---|
| Adams Natural Resources Fund, Inc. | 106,675 | $8.61M | 1.57% | 00.0% | Unchanged |
| Skba Capital Management LLC | 104,685 | $8.45M | 1.79% | −250.0% | Reduced |
| Comerica Bank | 83,735 | $8.41M | 0.07% | +2,343+2.9% | Added |
| Calamos Advisors LLC | 103,875 | $8.38M | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 102,833 | $8.30M | 0.02% | +11,735+12.9% | Added |
| Great Lakes Advisors, LLC | 102,588 | $8.28M | 0.18% | +3,026+3.0% | Added |
| Richard C. Young & CO., LTD. | 100,412 | $8.11M | 1.24% | +612+0.6% | Added |
| Bornite Capital Management LP | 100,000 | $8.07M | 2.29% | −100,000−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 98,511 | $7.95M | 0.15% | −31,739−24.4% | Reduced |
| Greystone Financial Group, LLC | 98,397 | $7.94M | 2.69% | −235−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 98,275 | $7.93M | 0.04% | +17,871+22.2% | Added |
| Public Sector Pension Investment Board | 96,306 | $7.77M | 0.07% | +50,030+108.1% | Added |
| Aristotle Atlantic Partners, LLC | 95,781 | $7.73M | 0.47% | −860−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 95,382 | $7.70M | 0.39% | +23,975+33.6% | Added |
| Macquarie Group Ltd | 95,292 | $7.69M | 0.01% | −2,713−2.8% | Reduced |
| Bollard Group LLC | 94,931 | $7.66M | 0.32% | +907+1.0% | Added |
| Gyroscope Capital Management Group, LLC | 93,607 | $7.56M | 2.92% | +5,697+6.5% | Added |
| Raymond James Trust N.A. | 92,800 | $7.49M | 0.28% | +1,472+1.6% | Added |
| Heritage Investors Management Corp | 91,939 | $7.42M | 0.37% | +92+0.1% | Added |
| Annex Advisory Services, LLC | 91,026 | $7.35M | 0.50% | +11,461+14.4% | Added |
| Yousif Capital Management, LLC | 90,915 | $7.34M | 0.10% | −5,669−5.9% | Reduced |
| Mattern Capital Management, LLC | 89,420 | $7.22M | 1.50% | −541−0.6% | Reduced |
| Kestra Advisory Services, LLC | 88,273 | $7.13M | 0.08% | +22,955+35.1% | Added |
| Utah Retirement Systems | 86,167 | $6.96M | 0.12% | +400+0.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $6.92M | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 82,187 | $6.63M | 0.64% | +82,187 | New |
| IFM Investors Pty Ltd | 82,175 | $6.63M | 0.12% | +983+1.2% | Added |
| FourThought Financial, LLC | 81,294 | $6.56M | 0.97% | +11,556+16.6% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $6.46M | 0.69% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 79,716 | $6.43M | 0.18% | +36,679+85.2% | Added |
| Opus Investment Management Inc | 79,689 | $6.43M | 1.50% | 00.0% | Unchanged |
| Wintrust Investments LLC | 78,919 | $6.37M | 0.80% | −1,711−2.1% | Reduced |
| State of Tennessee, Treasury Department | 78,515 | $6.34M | 0.03% | −51,616−39.7% | Reduced |
| Gulf International Bank (UK) Ltd | 78,418 | $6.33M | 0.12% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 78,330 | $6.32M | 0.84% | +2,554+3.4% | Added |
| New York Life Investment Management LLC | 77,625 | $6.26M | 0.08% | −622−0.8% | Reduced |
| Bryn Mawr Trust Co | 76,970 | $6.21M | 0.30% | +2,300+3.1% | Added |
| Sequoia Financial Advisors, LLC | 76,910 | $6.21M | 0.20% | +11,699+17.9% | Added |
| Kestra Private Wealth Services, LLC | 76,881 | $6.21M | 0.36% | +8,142+11.8% | Added |
| Marco Investment Management LLC | 76,361 | $6.16M | 0.78% | +2,015+2.7% | Added |
| Visionary Wealth Advisors | 73,358 | $5.92M | 0.61% | +3,893+5.6% | Added |
| Federated Hermes, Inc. | 73,116 | $5.90M | 0.02% | +36,142+97.7% | Added |
| DT Investment Partners, LLC | 72,960 | $5.89M | 0.96% | +7,028+10.7% | Added |
| D.A. Davidson & Co. | 72,432 | $5.85M | 0.08% | −667−0.9% | Reduced |
| RPG Investment Advisory, LLC | 72,027 | $5.81M | 1.25% | +484+0.7% | Added |
| Fort Point Capital Partners LLC | 71,609 | $5.78M | 1.08% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,363 | $5.68M | 0.06% | −12,106−14.7% | Reduced |
| United Services Automobile Association | 70,180 | $5.67M | 0.16% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 69,874 | $5.64M | 0.47% | −298−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 68,666 | $5.54M | 0.64% | −25,325−26.9% | Reduced |
| Assenagon Asset Management S.A. | 68,346 | $5.52M | 0.02% | +62,818+1,136.4% | Added |
| Texas Permanent School Fund | 68,066 | $5.49M | 0.09% | +4,520+7.1% | Added |
| Foundation Resource Management Inc | 67,925 | $5.48M | 1.04% | +1,072+1.6% | Added |
| Xponance, Inc. | 66,928 | $5.40M | 0.10% | +17,417+35.2% | Added |
| Worldquant Millennium Advisors LLC | 66,763 | $5.39M | 0.13% | −205,497−75.5% | Reduced |
| CIBC Asset Management Inc | 66,632 | $5.38M | 0.02% | +6,727+11.2% | Added |
| Mutual of America Capital Management LLC | 66,603 | $5.38M | 0.07% | +1,027+1.6% | Added |
| Schroder Investment Management Group | 65,636 | $5.30M | 0.01% | −2,158−3.2% | Reduced |
| Intact Investment Management Inc. | 65,100 | $5.26M | 0.17% | +8,000+14.0% | Added |
| ARGI Investment Services, LLC | 64,809 | $5.23M | 0.18% | +6,646+11.4% | Added |
| Cubist Systematic Strategies, LLC | 63,592 | $5.13M | 0.04% | −335,113−84.1% | Reduced |
| Rodgers Brothers Inc. | 63,223 | $5.10M | 1.09% | +18,100+40.1% | Added |
| Holocene Advisors, LP | 63,135 | $5.10M | 0.03% | +63,135 | New |
| Royal Fund Management, LLC | 63,100 | $5.09M | 0.94% | +1,007+1.6% | Added |
| Fifth Third Bancorp | 62,234 | $5.02M | 0.03% | +1,342+2.2% | Added |
| Scissortail Wealth Management, LLC | 48,642 | $5.02M | 2.61% | +15,948+48.8% | Added |
| Montgomery Investment Management Inc | 61,252 | $4.94M | 2.03% | +100+0.2% | Added |
| Mackenzie Financial Corp | 61,148 | $4.94M | 0.01% | +9,417+18.2% | Added |
| Congress Wealth Management LLC | 61,043 | $4.93M | 0.13% | −329−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 60,994 | $4.92M | 0.03% | +15,667+34.6% | Added |
| First American Trust, FSB | 60,462 | $4.88M | 0.82% | −17,651−22.6% | Reduced |
| Adell Harriman & Carpenter Inc | 60,266 | $4.86M | 0.59% | +17,013+39.3% | Added |
| CIBC Private Wealth Group, LLC | 60,247 | $4.86M | 0.01% | +2,635+4.6% | Added |
| Kornitzer Capital Management Inc | 59,786 | $4.83M | 0.10% | +6,854+12.9% | Added |
| Alley Investment Management Company, LLC | 59,560 | $4.81M | 0.96% | +332+0.6% | Added |
| Buckingham Capital Management, Inc. | 58,999 | $4.76M | 0.92% | +2,100+3.7% | Added |
| Quadrature Capital Ltd | 58,273 | $4.71M | 0.15% | +43,240+287.6% | Added |
| Janus Henderson Group PLC | 58,036 | $4.69M | 0.00% | −2,085−3.5% | Reduced |
| Tocqueville Asset Management L.P. | 57,549 | $4.64M | 0.09% | −405−0.7% | Reduced |
| Navellier & Associates Inc | 56,762 | $4.58M | 1.02% | −766−1.3% | Reduced |
| Berger Financial Group, Inc | 56,540 | $4.56M | 0.67% | +1,519+2.8% | Added |
| Sompo Asset Management Co., Ltd. | 56,485 | $4.56M | 1.16% | +570+1.0% | Added |
| Venture Visionary Partners LLC | 56,451 | $4.56M | 0.37% | +13,079+30.2% | Added |
| Wesbanco Bank Inc | 56,428 | $4.55M | 0.31% | −45,975−44.9% | Reduced |
| Nissay Asset Management Corp | 56,345 | $4.55M | 0.05% | +2,157+4.0% | Added |
| Czech National Bank | 55,884 | $4.51M | 0.13% | +55,884 | New |
| Wealthfront Advisers LLC | 55,162 | $4.45M | 0.02% | +12,300+28.7% | Added |
| Nkcfo LLC | 54,500 | $4.40M | 2.03% | +1,300+2.4% | Added |
| Brick & Kyle, Associates | 54,323 | $4.39M | 2.66% | +782+1.5% | Added |
| Commerce Bank | 54,241 | $4.38M | 0.04% | −1,581−2.8% | Reduced |
| Country Club Bank | 54,211 | $4.37M | 0.42% | −2,362−4.2% | Reduced |
| Bank of Nova Scotia | 53,862 | $4.35M | 0.01% | −17,187−24.2% | Reduced |
| Cary Street Partners Asset Management LLC | 53,856 | $4.35M | 1.04% | +339+0.6% | Added |
| Simmons Bank | 53,411 | $4.31M | 0.40% | +817+1.6% | Added |
| Cerity Partners LLC | 53,330 | $4.30M | 0.05% | +1,159+2.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 52,547 | $4.24M | 1.06% | −1,237−2.3% | Reduced |
| Intech Investment Management LLC | 51,854 | $4.19M | 0.03% | +23,371+82.1% | Added |
| Avantax Advisory Services, Inc. | 50,370 | $4.07M | 0.06% | +1,146+2.3% | Added |
| Hendley & Co Inc | 50,073 | $4.04M | 1.86% | −157−0.3% | Reduced |
| RBF Capital, LLC | 50,000 | $4.04M | 0.35% | 00.0% | Unchanged |