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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 30,982 | $2.50M | 0.03% | −260−0.8% | Reduced |
| Louisiana State Employees Retirement System | 30,800 | $2.49M | 0.07% | +300+1.0% | Added |
| Davenport & Co LLC | 30,669 | $2.48M | 0.02% | +1,486+5.1% | Added |
| Vontobel Holding Ltd. | 30,421 | $2.46M | 0.03% | −24,937−45.0% | Reduced |
| Two Sigma Advisers, LP | 30,300 | $2.45M | 0.01% | −390,399−92.8% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,224 | $2.44M | 0.87% | −88−0.3% | Reduced |
| Arkadios Wealth Advisors | 29,900 | $2.41M | 0.37% | +7,089+31.1% | Added |
| Caption Management, LLC | 29,900 | $2.41M | 0.42% | 00.0% | Unchanged |
| Colonial Trust Co | 29,816 | $2.41M | 0.77% | +29,816 | New |
| Central Trust Co | 29,703 | $2.40M | 0.08% | +930+3.2% | Added |
| Riverview Capital Advisers, LLC | 29,534 | $2.38M | 1.50% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 29,412 | $2.37M | 0.04% | +3,030+11.5% | Added |
| SWS Partners | 29,077 | $2.35M | 1.09% | +2,479+9.3% | Added |
| Fundamentun, LLC | 28,920 | $2.33M | 0.47% | −578−2.0% | Reduced |
| Metropolitan Life Insurance Co | 28,638 | $2.31M | 0.11% | −338−1.2% | Reduced |
| Parsons Capital Management Inc | 28,574 | $2.31M | 0.21% | +80.0% | Added |
| Resources Investment Advisors, LLC. | 28,447 | $2.30M | 0.09% | +550+2.0% | Added |
| Silvercrest Asset Management Group LLC | 28,103 | $2.27M | 0.02% | 00.0% | Unchanged |
| Mount Lucas Management LP | 28,040 | $2.26M | 0.78% | −213−0.8% | Reduced |
| Walleye Trading LLC | 27,667 | $2.23M | 0.07% | −70,648−71.9% | Reduced |
| CFM Wealth Partners LLC | 27,353 | $2.21M | 0.71% | +60.0% | Added |
| Johnson Investment Counsel Inc | 27,255 | $2.20M | 0.03% | −1,531−5.3% | Reduced |
| Profund Advisors LLC | 27,178 | $2.19M | 0.16% | −3,810−12.3% | Reduced |
| Gladstone Institutional Advisory LLC | 27,084 | $2.19M | 0.17% | +3,183+13.3% | Added |
| Stock Yards Bank & Trust Co | 26,974 | $2.18M | 0.09% | +10.0% | Added |
| River Wealth Advisors LLC | 26,926 | $2.17M | 0.47% | +811+3.1% | Added |
| Gotham Asset Management, LLC | 26,869 | $2.17M | 0.07% | −3,272−10.9% | Reduced |
| Becker Capital Management Inc | 26,838 | $2.17M | 0.11% | −345−1.3% | Reduced |
| Mattern Wealth Management LLC | 26,839 | $2.17M | 0.87% | +436+1.7% | Added |
| Pinkerton Retirement Specialists, LLC | 26,821 | $2.17M | 0.83% | −1,631−5.7% | Reduced |
| Principle Wealth Partners LLC | 26,640 | $2.15M | 0.28% | −60.0% | Reduced |
| Prudential PLC | 26,557 | $2.14M | 0.03% | +2,398+9.9% | Added |
| Brinker Capital Investments, LLC | 26,465 | $2.14M | 0.04% | −2,132−7.5% | Reduced |
| SevenBridge Financial Group, LLC | 26,329 | $2.13M | 0.72% | +1,515+6.1% | Added |
| Baxter Bros Inc | 26,234 | $2.12M | 0.38% | +991+3.9% | Added |
| Zacks Investment Management | 25,988 | $2.10M | 0.03% | +20,323+358.7% | Added |
| Clearbridge Investments, LLC | 25,722 | $2.08M | 0.00% | +14,875+137.1% | Added |
| Thrivent Financial for Lutherans | 25,658 | $2.07M | 0.01% | +868+3.5% | Added |
| Garrison Asset Management, LLC | 25,608 | $2.07M | 1.46% | −95−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,521 | $2.06M | 0.03% | +4,991+24.3% | Added |
| Green Square Capital Advisors LLC | 25,515 | $2.06M | 0.37% | +2,276+9.8% | Added |
| Meeder Asset Management Inc | 25,365 | $2.05M | 0.12% | +2,598+11.4% | Added |
| German American Bancorp, Inc. | 25,255 | $2.04M | 0.35% | +299+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 24,819 | $2.00M | 0.02% | −19,357−43.8% | Reduced |
| FDx Advisors, Inc. | 24,752 | $2.00M | 0.09% | −2,433−8.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,738 | $2.00M | 0.50% | +225+0.9% | Added |
| Vident Investment Advisory, LLC | 25,714 | $1.99M | 0.06% | +5,283+25.9% | Added |
| JustInvest LLC | 24,678 | $1.99M | 0.09% | +6,094+32.8% | Added |
| New Mexico Educational Retirement Board | 24,628 | $1.99M | 0.11% | −1,300−5.0% | Reduced |
| Regions Financial Corp | 24,554 | $1.98M | 0.02% | −491−2.0% | Reduced |
| TD Private Client Wealth LLC | 24,535 | $1.98M | 0.10% | +1,220+5.2% | Added |
| Cullen/Frost Bankers, Inc. | 24,478 | $1.98M | 0.05% | +116+0.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,328 | $1.96M | 1.33% | −29−0.1% | Reduced |
| Argyle Capital Management Inc. | 24,329 | $1.96M | 0.76% | +60+0.2% | Added |
| Ferguson Wellman Capital Management, Inc | 24,276 | $1.96M | 0.08% | −84−0.3% | Reduced |
| Shelton Capital Management | 24,213 | $1.95M | 0.09% | −2,983−11.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,776 | $1.92M | 0.04% | +10,676+81.5% | Added |
| HBK Sorce Advisory LLC | 23,552 | $1.90M | 0.13% | +5,984+34.1% | Added |
| Stratos Wealth Partners, LTD. | 23,165 | $1.87M | 0.05% | −561−2.4% | Reduced |
| Veritable, L.P. | 23,028 | $1.86M | 0.04% | −8,070−26.0% | Reduced |
| TownSquare Capital, LLC | 22,935 | $1.85M | 0.05% | +440+2.0% | Added |
| Corient Capital Partners, LLC | 22,399 | $1.84M | 0.14% | +193+0.9% | Added |
| CSS LLC | 22,712 | $1.83M | 0.11% | +4,000+21.4% | Added |
| Toroso Investments, LLC | 22,512 | $1.82M | 0.08% | +3,213+16.6% | Added |
| Econ Financial Services Corp | 22,423 | $1.81M | 1.49% | +22,423 | New |
| MAI Capital Management | 22,400 | $1.81M | 0.03% | −430−1.9% | Reduced |
| Western Wealth Management, LLC | 19,260 | $1.80M | 0.10% | +835+4.5% | Added |
| Bailard, Inc. | 22,315 | $1.80M | 0.07% | +651+3.0% | Added |
| Millennium Management LLC | 22,209 | $1.79M | 0.00% | −551,469−96.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,979 | $1.77M | 0.09% | −30,685−58.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,979 | $1.77M | 0.10% | −1,185−5.1% | Reduced |
| LexAurum Advisors, LLC | 21,859 | $1.76M | 0.68% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,066 | $1.76M | 0.03% | +19,066 | New |
| Weaver C. Barksdale & Associates, Inc. | 21,764 | $1.76M | 1.76% | −777−3.4% | Reduced |
| Cardinal Capital Management | 21,683 | $1.75M | 0.41% | +589+2.8% | Added |
| Koshinski Asset Management, Inc. | 21,648 | $1.75M | 0.21% | +785+3.8% | Added |
| Mather Group, LLC. | 21,642 | $1.75M | 0.04% | +2,003+10.2% | Added |
| Carnegie Capital Asset Management, LLC | 21,573 | $1.74M | 0.08% | +17,967+498.3% | Added |
| Miracle Mile Advisors, LLC | 21,525 | $1.74M | 0.08% | +94+0.4% | Added |
| Wedbush Securities Inc | 21,478 | $1.73M | 0.10% | +475+2.3% | Added |
| XML Financial, LLC | 21,329 | $1.72M | 0.24% | +21,329 | New |
| Patten & Patten Inc | 21,262 | $1.72M | 0.16% | −20−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 21,258 | $1.72M | 0.10% | +1,275+6.4% | Added |
| City Holding Co | 21,220 | $1.71M | 0.34% | −860−3.9% | Reduced |
| Wilen Investment Management Corp. | 21,416 | $1.71M | 1.75% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 21,201 | $1.71M | 0.07% | −5,952−21.9% | Reduced |
| Neville Rodie & Shaw Inc | 21,172 | $1.71M | 0.17% | 00.0% | Unchanged |
| Burney Co | 21,011 | $1.70M | 0.09% | +2,133+11.3% | Added |
| Budros, Ruhlin & Roe, Inc. | 20,959 | $1.69M | 0.21% | −6,113−22.6% | Reduced |
| Somerset Trust Co | 20,851 | $1.68M | 0.78% | +332+1.6% | Added |
| Herold Advisors, Inc. | 20,847 | $1.68M | 0.82% | +20,847 | New |
| Bessemer Group Inc | 20,693 | $1.67M | 0.00% | −8,873−30.0% | Reduced |
| First Nebraska Trust Co | 20,666 | $1.67M | 0.24% | +75+0.4% | Added |
| Hartford Financial Management Inc. | 20,664 | $1.67M | 0.49% | −130−0.6% | Reduced |
| Cheviot Value Management, LLC | 20,466 | $1.65M | 0.45% | −96−0.5% | Reduced |
| Strategic Financial Services, Inc, | 19,990 | $1.61M | 0.14% | −320−1.6% | Reduced |
| ARS Investment Partners, LLC | 19,755 | $1.59M | 0.22% | +14,905+307.3% | Added |
| Cunning Capital Partners, LP | 19,750 | $1.59M | 1.26% | +3,950+25.0% | Added |
| Mountain Capital Investment Advisors, Inc | 16,277 | $1.59M | 0.84% | +1,390+9.3% | Added |
| Cetera Advisors LLC | 19,657 | $1.59M | 0.04% | −84−0.4% | Reduced |