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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 19,326 | $1.55M | 0.02% | +2,834+17.2% | Added |
| Prospera Financial Services Inc | 19,190 | $1.55M | 0.08% | −20,336−51.4% | Reduced |
| Keystone Wealth Services, LLC | 19,125 | $1.54M | 0.73% | +70.0% | Added |
| Tokio Marine Asset Management Co Ltd | 19,105 | $1.54M | 0.13% | +2,160+12.7% | Added |
| STRS Ohio | 19,091 | $1.54M | 0.01% | +3,943+26.0% | Added |
| Carret Asset Management, LLC | 18,990 | $1.53M | 0.23% | −250−1.3% | Reduced |
| Convergence Investment Partners, LLC | 18,978 | $1.53M | 1.00% | +4,877+34.6% | Added |
| Trustmark National Bank Trust Department | 18,883 | $1.52M | 0.15% | −250−1.3% | Reduced |
| HAP Trading, LLC | 18,833 | $1.52M | 0.20% | +3,617+23.8% | Added |
| apricus wealth, LLC | 18,780 | $1.52M | 1.51% | −855−4.4% | Reduced |
| Mirabella Financial Services LLP | 18,578 | $1.50M | 0.16% | +18,578 | New |
| Icon Wealth Advisors, LLC | 18,541 | $1.50M | 0.18% | +18,541 | New |
| Cipher Capital LP | 18,480 | $1.49M | 0.24% | −16,359−47.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.48M | 0.25% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 17,740 | $1.48M | 0.39% | +380+2.2% | Added |
| Intrust Bank NA | 18,227 | $1.47M | 0.23% | +161+0.9% | Added |
| Bayesian Capital Management, LP | 18,000 | $1.45M | 0.29% | +18,000 | New |
| Clifford Swan Investment Counsel LLC | 17,973 | $1.45M | 0.07% | −367−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,867 | $1.44M | 0.04% | −4,687−20.8% | Reduced |
| Lincoln National Corp | 17,850 | $1.44M | 0.04% | +948+5.6% | Added |
| Cetera Investment Advisers | 17,831 | $1.44M | 0.03% | −2,917−14.1% | Reduced |
| Auxier Asset Management | 17,812 | $1.44M | 0.28% | −100−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,673 | $1.43M | 0.16% | +4,385+33.0% | Added |
| Financial Counselors Inc | 17,668 | $1.43M | 0.04% | −317−1.8% | Reduced |
| Fernwood Investment Management, LLC | 17,630 | $1.42M | 0.60% | −250−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 17,614 | $1.42M | 0.11% | +803+4.8% | Added |
| Advisor Partners II, LLC | 17,586 | $1.42M | 0.11% | +17,586 | New |
| Moser Wealth Advisors, LLC | 17,448 | $1.41M | 1.10% | +10+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 17,411 | $1.41M | 0.50% | +429+2.5% | Added |
| Capital Advisors Inc | 14,930 | $1.41M | 0.04% | −500−3.2% | Reduced |
| Telemus Capital, LLC | 17,245 | $1.39M | 0.14% | +655+3.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,239 | $1.39M | 0.13% | +802+4.9% | Added |
| Sonora Investment Management Group, LLC | 16,966 | $1.39M | 0.18% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 18,263 | $1.39M | 0.14% | +234+1.3% | Added |
| Curbstone Financial Management Corp | 16,976 | $1.37M | 0.34% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 16,906 | $1.36M | 0.29% | +727+4.5% | Added |
| Northside Capital Management, LLC | 16,848 | $1.36M | 0.44% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 16,790 | $1.35M | 0.35% | +42+0.3% | Added |
| Greylin Investment Mangement Inc | 16,602 | $1.34M | 0.28% | −1,750−9.5% | Reduced |
| National Bank of Canada | 16,155 | $1.34M | 0.01% | −626−3.7% | Reduced |
| Cobblestone Capital Advisors LLC | 16,408 | $1.32M | 0.11% | −40.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 16,300 | $1.32M | 0.97% | +689+4.4% | Added |
| Sigma Planning Corp | 16,172 | $1.30M | 0.05% | −431−2.6% | Reduced |
| Community Bank, N.A. | 16,080 | $1.30M | 0.20% | +460+2.9% | Added |
| Winton Group Ltd | 15,989 | $1.29M | 0.08% | −7,339−31.5% | Reduced |
| Bowling Portfolio Management LLC | 15,918 | $1.28M | 0.35% | −358−2.2% | Reduced |
| Cresset Asset Management, LLC | 15,803 | $1.28M | 0.02% | +159+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 15,722 | $1.27M | 0.31% | +2,978+23.4% | Added |
| Cary Street Partner Investment Advisory LLC | 15,692 | $1.27M | 0.10% | +1,424+10.0% | Added |
| HB Wealth Management, LLC | 15,663 | $1.26M | 0.03% | +1,382+9.7% | Added |
| Tower Bridge Advisors | 15,605 | $1.26M | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 15,550 | $1.25M | 0.01% | −366−2.3% | Reduced |
| TD Waterhouse Canada Inc. | 13,063 | $1.23M | 0.01% | +8,733+201.7% | Added |
| Everett Harris & Co | 15,221 | $1.23M | 0.02% | −40−0.3% | Reduced |
| Dowling & Yahnke LLC | 15,058 | $1.22M | 0.06% | −219−1.4% | Reduced |
| Allstate Corp | 15,047 | $1.22M | 0.03% | +6,206+70.2% | Added |
| First Hawaiian Bank | 14,975 | $1.21M | 0.05% | +1,634+12.2% | Added |
| Harbour Investment Management LLC | 14,926 | $1.21M | 0.75% | +366+2.5% | Added |
| Ingalls & Snyder LLC | 14,842 | $1.20M | 0.07% | −2,000−11.9% | Reduced |
| Gries Financial LLC | 14,778 | $1.19M | 0.50% | +614+4.3% | Added |
| Americana Partners, LLC | 14,886 | $1.19M | 0.21% | +980+7.0% | Added |
| Moors & Cabot, Inc. | 14,700 | $1.19M | 0.09% | +317+2.2% | Added |
| Guardian Wealth Management, Inc. | 14,620 | $1.18M | 1.34% | −46−0.3% | Reduced |
| Terry L. Blaker | 14,583 | $1.18M | 0.12% | +75+0.5% | Added |
| Armor Investment Advisors, LLC | 14,541 | $1.17M | 0.80% | −300−2.0% | Reduced |
| Stephens Inc | 14,400 | $1.16M | 0.02% | +283+2.0% | Added |
| Wealth Alliance Advisory Group, LLC | 14,132 | $1.14M | 0.50% | −1,323−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,095 | $1.14M | 0.01% | +186+1.3% | Added |
| Fairfield, Bush & Co. | 13,996 | $1.13M | 0.80% | +2,321+19.9% | Added |
| Logan Capital Management Inc | 13,889 | $1.12M | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,809 | $1.11M | 0.10% | +3,056+28.4% | Added |
| Aurora Investment Counsel | 13,771 | $1.11M | 0.84% | +13,771 | New |
| Fiduciary Trust Co | 13,724 | $1.11M | 0.02% | −67−0.5% | Reduced |
| Inscription Capital, LLC | 13,465 | $1.09M | 0.31% | −22,208−62.3% | Reduced |
| Fruth Investment Management | 13,445 | $1.08M | 0.36% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,337 | $1.08M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,337 | $1.08M | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 13,081 | $1.06M | 0.11% | +877+7.2% | Added |
| Credit Agricole S A | 13,059 | $1.05M | 0.04% | +2,689+25.9% | Added |
| USA Financial Portformulas Corp | 13,040 | $1.05M | 1.66% | +3,536+37.2% | Added |
| Cowa, LLC | 13,020 | $1.05M | 0.69% | −500−3.7% | Reduced |
| Hancock Whitney Corp | 12,995 | $1.05M | 0.04% | −886−6.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 12,592 | $1.04M | 0.01% | −2,439−16.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.04M | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 12,831 | $1.04M | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,774 | $1.03M | 0.12% | +672+5.6% | Added |
| Strategic Wealth Advisors Group, LLC | 12,673 | $1.02M | 0.04% | +638+5.3% | Added |
| YHB Investment Advisors, Inc. | 12,659 | $1.02M | 0.11% | +845+7.2% | Added |
| Ar Asset Management Inc | 12,600 | $1.02M | 0.30% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,600 | $1.02M | 0.05% | +203+1.6% | Added |
| Boyd Watterson Asset Management LLC | 12,533 | $1.01M | 0.46% | −126−1.0% | Reduced |
| Exeter Financial, LLC | 12,525 | $1.01M | 0.59% | +700+5.9% | Added |
| Bristol John W & Co Inc | 12,500 | $1.01M | 0.03% | 00.0% | Unchanged |
| Strategic Advisors LLC | 12,492 | $1.01M | 0.22% | −328−2.6% | Reduced |
| Vestcor Inc | 12,405 | $1.00M | 0.04% | +160+1.3% | Added |
| Hodges Capital Management Inc. | 12,374 | $999.0K | 0.16% | −9,010−42.1% | Reduced |
| Haverford Trust Co | 12,242 | $988.0K | 0.01% | +2,797+29.6% | Added |
| DCM Advisors, LLC | 12,226 | $986.9K | 0.50% | +306+2.6% | Added |
| Diversified Trust Co | 12,135 | $980.0K | 0.04% | +1,258+11.6% | Added |
| Summit Financial, LLC | 12,118 | $978.1K | 0.09% | +2,449+25.3% | Added |