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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 49,638 | $4.01M | 0.01% | +3,829+8.4% | Added |
| AE Wealth Management LLC | 49,045 | $3.96M | 0.03% | −10,481−17.6% | Reduced |
| Westpac Banking Corp | 48,993 | $3.95M | 0.06% | +5,931+13.8% | Added |
| Atria Investments LLC | 48,882 | $3.95M | 0.09% | +4,014+8.9% | Added |
| Meyer Handelman Co | 48,672 | $3.93M | 0.18% | −1,500−3.0% | Reduced |
| Salem Investment Counselors Inc | 48,124 | $3.88M | 0.18% | +7,035+17.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 48,100 | $3.88M | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32,046 | $3.85M | 0.11% | +2,261+7.6% | Added |
| British Columbia Investment Management Corp | 47,677 | $3.85M | 0.04% | −8,050−14.4% | Reduced |
| Mirador Capital Partners LP | 47,033 | $3.80M | 0.92% | +818+1.8% | Added |
| Rothschild Investment Corp | 46,941 | $3.79M | 0.37% | −3,200−6.4% | Reduced |
| Park Avenue Securities LLC | 46,595 | $3.76M | 0.07% | +3,611+8.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 39,972 | $3.76M | 2.61% | −2,064−4.9% | Reduced |
| Jane Street Group, LLC | 46,445 | $3.75M | 0.01% | −79,404−63.1% | Reduced |
| Telos Capital Management, Inc. | 46,249 | $3.73M | 0.61% | +2,280+5.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 45,999 | $3.71M | 0.02% | −8,600−15.8% | Reduced |
| MUFG Americas Holdings Corp | 45,949 | $3.71M | 0.09% | −1,319−2.8% | Reduced |
| Disciplined Investments, LLC | 45,881 | $3.70M | 1.70% | −41−0.1% | Reduced |
| Advisory Services Network, LLC | 45,668 | $3.69M | 0.13% | −10,733−19.0% | Reduced |
| Hartford Investment Management Co | 45,588 | $3.68M | 0.12% | −485−1.1% | Reduced |
| GWM Advisors LLC | 45,339 | $3.66M | 0.06% | −6,756−13.0% | Reduced |
| Cypress Capital Group | 45,271 | $3.65M | 0.61% | +31,165+220.9% | Added |
| Varma Mutual Pension Insurance Co | 45,056 | $3.64M | 0.06% | 00.0% | Unchanged |
| Beacon Financial Group | 45,078 | $3.63M | 0.57% | +375+0.8% | Added |
| Geneos Wealth Management Inc. | 44,966 | $3.63M | 0.25% | −20,412−31.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,864 | $3.62M | 0.08% | +812+1.8% | Added |
| Alaska Permanent Fund Corp | 44,861 | $3.62M | 0.06% | +2,709+6.4% | Added |
| WBI Investments | 44,815 | $3.62M | 1.05% | +3,764+9.2% | Added |
| Huntington National Bank | 44,759 | $3.61M | 0.04% | −3,129−6.5% | Reduced |
| Ancora Advisors, LLC | 44,273 | $3.57M | 0.11% | +426+1.0% | Added |
| Brookstone Capital Management | 38,292 | $3.56M | 0.08% | −4,966−11.5% | Reduced |
| Umb Bank N A | 44,038 | $3.56M | 0.06% | −5,076−10.3% | Reduced |
| Cetera Advisor Networks LLC | 43,564 | $3.52M | 0.04% | +1,001+2.4% | Added |
| Stratos Wealth Advisors, LLC | 43,384 | $3.50M | 0.37% | +353+0.8% | Added |
| FIL Ltd | 43,238 | $3.49M | 0.00% | +3,054+7.6% | Added |
| Level Four Advisory Services, LLC | 43,197 | $3.49M | 0.34% | +364+0.8% | Added |
| Viking Fund Management LLC | 43,000 | $3.47M | 0.82% | 00.0% | Unchanged |
| Scotia Capital Inc. | 42,524 | $3.43M | 0.03% | −9,360−18.0% | Reduced |
| HM Payson & Co | 42,245 | $3.41M | 0.09% | −126−0.3% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $3.40M | 1.52% | 00.0% | Unchanged |
| Stolper Co | 41,981 | $3.39M | 1.67% | +546+1.3% | Added |
| Texas Yale Capital Corp. | 41,643 | $3.36M | 0.22% | −265−0.6% | Reduced |
| Balyasny Asset Management LLC | 41,413 | $3.34M | 0.01% | +14,822+55.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 41,330 | $3.34M | 1.18% | −140.0% | Reduced |
| Alta Capital Management LLC | 41,090 | $3.32M | 0.26% | +2,444+6.3% | Added |
| Colonial Trust Advisors | 40,752 | $3.29M | 0.45% | +2,289+6.0% | Added |
| Strategic Global Advisors, LLC | 40,521 | $3.27M | 0.54% | −1,496−3.6% | Reduced |
| Norinchukin Bank, The | 40,248 | $3.25M | 0.07% | +5,080+14.4% | Added |
| Private Advisor Group, LLC | 40,151 | $3.24M | 0.04% | +4,544+12.8% | Added |
| First National Bank of Omaha | 40,062 | $3.23M | 0.21% | −1,514−3.6% | Reduced |
| Chatham Capital Group, Inc. | 39,865 | $3.22M | 0.79% | −243−0.6% | Reduced |
| King Luther Capital Management Corp | 39,548 | $3.19M | 0.02% | +2,742+7.4% | Added |
| Prime Capital Investment Advisors, LLC | 39,181 | $3.16M | 0.18% | +6,728+20.7% | Added |
| Securian Asset Management, Inc | 39,080 | $3.15M | 0.09% | +103+0.3% | Added |
| Ameritas Investment Partners, Inc. | 39,103 | $3.15M | 0.14% | −4,959−11.3% | Reduced |
| Altrius Capital Management Inc | 38,655 | $3.12M | 1.19% | −12,041−23.8% | Reduced |
| Pearl River Capital, LLC | 38,486 | $3.11M | 0.58% | −1,602−4.0% | Reduced |
| Alpha Omega Wealth Management LLC | 38,291 | $3.09M | 0.59% | +3,096+8.8% | Added |
| Shorepoint Capital Partners LLC | 38,278 | $3.09M | 1.47% | +854+2.3% | Added |
| First American Bank | 37,984 | $3.07M | 0.32% | −542−1.4% | Reduced |
| NewSquare Capital LLC | 37,687 | $3.04M | 0.38% | +2,768+7.9% | Added |
| Kentucky Retirement Systems | 37,656 | $3.04M | 0.13% | +1,949+5.5% | Added |
| Van Eck Associates Corp | 37,383 | $3.02M | 0.01% | −9,685−20.6% | Reduced |
| Oregon Public Employees Retirement Fund | 36,870 | $2.98M | 0.04% | −848−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 36,532 | $2.95M | 0.13% | +155+0.4% | Added |
| PGGM Investments | 36,383 | $2.94M | 0.05% | +36,383 | New |
| Elo Mutual Pension Insurance Co | 36,134 | $2.92M | 0.11% | −1,708−4.5% | Reduced |
| Dakota Wealth Management | 35,874 | $2.90M | 0.24% | +3,032+9.2% | Added |
| Leavell Investment Management, Inc. | 35,827 | $2.89M | 0.23% | +3,745+11.7% | Added |
| Oppenheimer & Co Inc | 35,740 | $2.88M | 0.07% | −427−1.2% | Reduced |
| Picton Mahoney Asset Management | 35,405 | $2.86M | 0.13% | −44,275−55.6% | Reduced |
| Kingsview Wealth Management, LLC | 35,378 | $2.86M | 0.14% | −2,197−5.8% | Reduced |
| Exencial Wealth Advisors, LLC | 35,364 | $2.85M | 0.17% | +10,458+42.0% | Added |
| Atria Wealth Solutions, Inc. | 35,096 | $2.83M | 0.05% | +10,213+41.0% | Added |
| Pinnacle Associates Ltd | 35,045 | $2.83M | 0.06% | −21−0.1% | Reduced |
| Daiwa Securities Group Inc. | 34,944 | $2.82M | 0.02% | +1,021+3.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 34,663 | $2.80M | 0.08% | −72,352−67.6% | Reduced |
| Regentatlantic Capital LLC | 34,226 | $2.76M | 0.08% | −4,189−10.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 33,848 | $2.73M | 0.05% | −605−1.8% | Reduced |
| Gateway Investment Advisers LLC | 33,719 | $2.72M | 0.03% | −1,916−5.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,715 | $2.72M | 0.01% | +17,517+108.1% | Added |
| McDonald Partners LLC | 33,634 | $2.71M | 1.04% | −1,135−3.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 33,636 | $2.71M | 2.03% | +2,318+7.4% | Added |
| Northwestern Mutual Wealth Management Co | 33,475 | $2.70M | 0.00% | −83,755−71.4% | Reduced |
| Citizens National Bank Trust Department | 33,409 | $2.70M | 0.83% | +5,510+19.7% | Added |
| Candriam Luxembourg S.C.A. | 33,379 | $2.69M | 0.02% | −1,131−3.3% | Reduced |
| Wolverine Trading, LLC | 33,319 | $2.69M | 0.10% | −9,076−21.4% | Reduced |
| Martin Capital Partners, LLC | 33,209 | $2.68M | 1.24% | +1,490+4.7% | Added |
| Northeast Financial Consultants Inc | 33,200 | $2.68M | 0.20% | 00.0% | Unchanged |
| Heritage Trust Co | 32,949 | $2.66M | 0.47% | −1,072−3.2% | Reduced |
| Ziegler Capital Management, LLC | 31,913 | $2.65M | 0.12% | +4,863+18.0% | Added |
| Wealth Advisory Solutions, LLC | 32,576 | $2.63M | 0.73% | +1,106+3.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.63M | 0.01% | 00.0% | Unchanged |
| Fluent Financial, LLC | 32,513 | $2.62M | 1.44% | +32,513 | New |
| Canal Insurance CO | 32,500 | $2.62M | 0.79% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 32,493 | $2.62M | 0.12% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 32,000 | $2.58M | 0.19% | −112,000−77.8% | Reduced |
| Leonteq Securities AG | 31,895 | $2.57M | 0.13% | +3,019+10.5% | Added |
| National Asset Management, Inc. | 31,759 | $2.56M | 0.08% | +18,358+137.0% | Added |
| Demars Financial Group, LLC | 30,937 | $2.50M | 1.48% | −2,539−7.6% | Reduced |