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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 12,126 | $978.0K | 0.32% | +7,309+151.7% | Added |
| Martingale Asset Management L P | 12,070 | $975.0K | 0.02% | +795+7.1% | Added |
| Wetherby Asset Management Inc | 12,084 | $975.0K | 0.07% | +1,179+10.8% | Added |
| 17 Capital Partners, LLC | 12,071 | $974.0K | 1.33% | +1,351+12.6% | Added |
| Tiaa, FSB | 12,022 | $970.0K | 0.00% | −374−3.0% | Reduced |
| Aquatic Capital Management LLC | 12,000 | $969.0K | 0.09% | −9,300−43.7% | Reduced |
| Barry Investment Advisors, LLC | 12,005 | $969.0K | 0.33% | −939−7.3% | Reduced |
| Park Circle Co | 12,000 | $969.0K | 1.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,113 | $958.0K | 0.05% | +668+7.9% | Added |
| Evercore Wealth Management, LLC | 11,774 | $951.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,695 | $944.0K | 0.06% | +1,928+19.7% | Added |
| Paragon Capital Management LLC | 11,681 | $943.0K | 0.61% | +125+1.1% | Added |
| Kesler, Norman & Wride, LLC | 11,614 | $937.0K | 0.26% | +76+0.7% | Added |
| Pavion Blue Capital, LLC | 11,597 | $936.0K | 0.67% | −151−1.3% | Reduced |
| Bragg Financial Advisors, Inc | 11,562 | $933.0K | 0.06% | −166−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,328 | $914.0K | 0.02% | −936−7.6% | Reduced |
| Jeppson Wealth Management, LLC | 11,272 | $910.0K | 0.41% | +300+2.7% | Added |
| Guyasuta Investment Advisors Inc | 11,200 | $904.0K | 0.08% | −761−6.4% | Reduced |
| Smith, Moore & Co. | 11,149 | $900.0K | 0.14% | −814−6.8% | Reduced |
| Empirical Finance, LLC | 11,099 | $896.0K | 0.11% | +1,986+21.8% | Added |
| South State Corp. | 11,015 | $889.0K | 0.09% | −1,422−11.4% | Reduced |
| Veriti Management LLC | 11,000 | $888.0K | 0.13% | −158−1.4% | Reduced |
| Engineers Gate Manager LP | 10,889 | $879.0K | 0.05% | −3,184−22.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,876 | $878.0K | 0.13% | −1,127−9.4% | Reduced |
| Boston Trust Walden Corp | 10,868 | $877.0K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 10,871 | $877.0K | 0.09% | +1,500+16.0% | Added |
| Apollon Wealth Management, LLC | 10,839 | $875.0K | 0.07% | −406−3.6% | Reduced |
| Csenge Advisory Group | 10,815 | $873.0K | 0.07% | −344−3.1% | Reduced |
| BBR Partners, LLC | 10,769 | $869.0K | 0.11% | −1,263−10.5% | Reduced |
| Harbor Investment Advisory, LLC | 10,768 | $869.0K | 0.14% | +247+2.3% | Added |
| Wimmer Associates 1, LLC | 8,279 | $863.0K | 0.57% | +225+2.8% | Added |
| Avidian Wealth Solutions, LLC | 10,655 | $860.0K | 0.06% | −97−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,659 | $860.0K | 0.13% | +12+0.1% | Added |
| Connecticut Wealth Management, LLC | 10,602 | $856.0K | 0.08% | −3,763−26.2% | Reduced |
| Fiduciary Group LLC | 8,053 | $856.0K | 0.11% | +22+0.3% | Added |
| Columbia Trust Co 01012016 | 10,567 | $853.0K | 0.48% | +284+2.8% | Added |
| Full Sail Capital, LLC | 10,519 | $849.0K | 0.09% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 10,500 | $848.0K | 0.06% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10,480 | $846.0K | 0.90% | −196−1.8% | Reduced |
| Pathstone Family Office, LLC | 10,450 | $843.8K | 0.02% | +5,843+126.8% | Added |
| Bradley Foster & Sargent Inc | 10,434 | $842.0K | 0.02% | −40−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,404 | $840.0K | 0.02% | −1,461−12.3% | Reduced |
| Fortem Financial Group, LLC | 10,409 | $840.0K | 0.58% | +94+0.9% | Added |
| Resources Management Corp | 10,405 | $840.0K | 0.14% | +100+1.0% | Added |
| Adirondack Trust Co | 10,354 | $835.0K | 0.47% | +315+3.1% | Added |
| Snowden Capital Advisors LLC | 10,308 | $832.0K | 0.04% | +839+8.9% | Added |
| Longfellow Investment Management Co LLC | 10,211 | $824.0K | 0.17% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,181 | $822.0K | 0.01% | −336−3.2% | Reduced |
| Seeyond | 10,139 | $818.0K | 0.10% | −3,471−25.5% | Reduced |
| Invst, LLC | 8,879 | $809.0K | 0.14% | −29−0.3% | Reduced |
| Shay Capital LLC | 9,935 | $802.0K | 0.40% | +6,163+163.4% | Added |
| Teza Capital Management LLC | 9,921 | $801.0K | 0.17% | +3,446+53.2% | Added |
| Arvest Trust Co N A | 9,911 | $800.0K | 0.06% | −4,786−32.6% | Reduced |
| Moneta Group Investment Advisors LLC | 9,886 | $798.0K | 0.03% | −457−4.4% | Reduced |
| Stillwater Investment Management, LLC | 9,887 | $798.0K | 0.25% | +108+1.1% | Added |
| Marion Wealth Management | 9,889 | $798.0K | 0.41% | +1,202+13.8% | Added |
| First Foundation Advisors | 9,881 | $798.0K | 0.04% | +9,881 | New |
| Investors Research Corp | 9,723 | $785.0K | 0.24% | 00.0% | Unchanged |
| Dearborn Partners LLC | 9,723 | $785.0K | 0.03% | +147+1.5% | Added |
| Patten Group, Inc. | 8,482 | $785.0K | 0.27% | +20.0% | Added |
| Cannell Peter B & Co Inc | 9,705 | $783.0K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 9,574 | $773.0K | 0.23% | −15,708−62.1% | Reduced |
| Caxton Associates LP | 9,533 | $770.0K | 0.13% | +2,566+36.8% | Added |
| First National Trust Co | 9,436 | $762.0K | 0.04% | +40+0.4% | Added |
| Jupiter Wealth Management LLC | 9,450 | $762.0K | 0.76% | +9,450 | New |
| Jacobi Capital Management LLC | 9,426 | $761.0K | 0.10% | +39+0.4% | Added |
| Moody National Bank Trust Division | 9,420 | $761.0K | 0.08% | +4,312+84.4% | Added |
| NVWM, LLC | 9,381 | $757.0K | 0.30% | +9,381 | New |
| Beacon Pointe Advisors, LLC | 9,307 | $756.0K | 0.02% | −250−2.6% | Reduced |
| Ieq Capital, LLC | 9,367 | $756.0K | 0.02% | +1,438+18.1% | Added |
| Balentine LLC | 9,333 | $753.0K | 0.03% | −22,644−70.8% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $744.0K | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 9,202 | $743.0K | 0.04% | −6,400−41.0% | Reduced |
| Delta Financial Advisors LLC | 9,207 | $743.0K | 0.39% | +10.0% | Added |
| Mystic Asset Management, Inc. | 9,144 | $738.0K | 0.47% | −125−1.3% | Reduced |
| V Wealth Advisors LLC | 9,127 | $736.0K | 0.15% | −347−3.7% | Reduced |
| USS Investment Management Ltd | 9,100 | $735.0K | 0.01% | −35,495−79.6% | Reduced |
| Rowland & Co Investment Counsel | 9,096 | $734.2K | 0.20% | 00.0% | Unchanged |
| AMG National Trust Bank | 9,045 | $730.0K | 0.03% | +1,469+19.4% | Added |
| Redhawk Wealth Advisors, Inc. | 8,963 | $724.0K | 0.31% | +3,262+57.2% | Added |
| American Trust | 8,948 | $723.0K | 0.06% | −239−2.6% | Reduced |
| Mutual Advisors, LLC | 8,948 | $722.0K | 0.04% | +1,552+21.0% | Added |
| Pacific Global Investment Management CO | 8,949 | $722.0K | 0.18% | +2,753+44.4% | Added |
| Nations Financial Group Inc, | 8,927 | $721.0K | 0.10% | +30+0.3% | Added |
| CAPROCK Group, Inc. | 8,934 | $721.0K | 0.07% | +176+2.0% | Added |
| Karpas Strategies, LLC | 8,903 | $719.0K | 0.27% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 8,879 | $717.0K | 0.00% | −2,325−20.8% | Reduced |
| Financial Advocates Investment Management | 8,843 | $713.0K | 0.06% | +1,016+13.0% | Added |
| Mairs & Power Inc | 8,798 | $710.0K | 0.01% | +4,900+125.7% | Added |
| First National Bank & Trust Co of Newtown | 8,788 | $709.0K | 0.17% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 8,765 | $707.0K | 0.14% | +8,765 | New |
| Teamwork Financial Advisors, LLC | 8,694 | $702.0K | 0.15% | −13,360−60.6% | Reduced |
| Bank of Hawaii | 8,688 | $701.0K | 0.05% | −20−0.2% | Reduced |
| Searle & Co. | 8,675 | $700.0K | 0.27% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 8,664 | $699.0K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,571 | $692.0K | 0.05% | −211−2.4% | Reduced |
| NewEdge Wealth, LLC | 8,559 | $691.0K | 0.03% | −393−4.4% | Reduced |
| North Star Investment Management Corp. | 8,555 | $691.0K | 0.07% | +40.0% | Added |
| J. W. Coons Advisors, LLC | 8,543 | $690.0K | 0.26% | +1,810+26.9% | Added |
| CoreCommodity Management, LLC | 8,535 | $689.0K | 0.25% | −40−0.5% | Reduced |