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 |
|---|---|---|---|---|---|
| Bank Ozk | 8,521 | $688.0K | 0.37% | +339+4.1% | Added |
| Flow Traders U.S. LLC | 8,512 | $687.0K | 0.04% | +8,512 | New |
| Verdence Capital Advisors LLC | 8,490 | $685.0K | 0.09% | +64+0.8% | Added |
| Edge Capital Group, LLC | 8,444 | $682.0K | 0.06% | +44+0.5% | Added |
| J.W. Cole Advisors, Inc. | 8,348 | $674.0K | 0.06% | −387−4.4% | Reduced |
| Retirement Group, LLC | 8,345 | $674.0K | 0.54% | +352+4.4% | Added |
| Greenleaf Trust | 8,341 | $673.0K | 0.01% | +657+8.6% | Added |
| Baker Ellis Asset Management LLC | 8,319 | $672.0K | 0.15% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 8,191 | $661.0K | 0.19% | 00.0% | Unchanged |
| Peoples Bank | 8,180 | $660.0K | 0.44% | −5−0.1% | Reduced |
| Corsicana & Co. | 8,087 | $653.0K | 0.55% | +615+8.2% | Added |
| Atlas Private Wealth Management | 8,077 | $652.0K | 0.47% | +1,436+21.6% | Added |
| Independent Advisor Alliance | 8,023 | $648.0K | 0.04% | +192+2.5% | Added |
| Virtus ETF Advisers LLC | 7,974 | $644.0K | 0.26% | +7,974 | New |
| Miller Howard Investments Inc | 7,940 | $641.0K | 0.03% | −2,079−20.8% | Reduced |
| Towle & Co | 7,920 | $639.0K | 0.10% | +180+2.3% | Added |
| True North Advisors, LLC | 7,897 | $637.0K | 0.21% | −328−4.0% | Reduced |
| Caldwell Trust Co | 7,868 | $635.1K | 0.09% | +427+5.7% | Added |
| Crescent Grove Advisors, LLC | 7,863 | $635.0K | 0.07% | +1,578+25.1% | Added |
| Doheny Asset Management | 7,854 | $634.0K | 0.64% | +7,854 | New |
| Bridge Creek Capital Management LLC | 7,835 | $632.0K | 0.27% | −46−0.6% | Reduced |
| WealthTrust Axiom LLC | 7,792 | $629.0K | 0.24% | +9+0.1% | Added |
| Heron Financial Group, LLC | 7,768 | $627.0K | 0.39% | +25+0.3% | Added |
| Bull Street Advisors, LLC | 7,751 | $626.0K | 0.35% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,727 | $624.0K | 0.02% | +2,702+53.8% | Added |
| Peapack Gladstone Financial Corp | 7,680 | $620.0K | 0.01% | +1,181+18.2% | Added |
| Islay Capital Management, LLC | 7,670 | $619.0K | 0.74% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7,659 | $618.0K | 0.07% | −636−7.7% | Reduced |
| Thoroughbred Financial Services, LLC | 7,652 | $617.0K | 0.12% | −17−0.2% | Reduced |
| Navalign, LLC | 7,626 | $616.0K | 0.28% | +345+4.7% | Added |
| Flagship Harbor Advisors, LLC | 7,637 | $616.0K | 0.07% | +2,624+52.3% | Added |
| Massmutual Trust Co FSB | 7,608 | $614.0K | 0.03% | −205−2.6% | Reduced |
| First Manhattan Co | 7,604 | $613.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,595 | $613.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 7,600 | $613.0K | 0.04% | +700+10.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,583 | $612.0K | 0.24% | +190+2.6% | Added |
| BMS Financial Advisors, LLC | 7,528 | $608.0K | 0.43% | −177−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,514 | $607.0K | 0.00% | −4,712−38.5% | Reduced |
| EverSource Wealth Advisors, LLC | 7,447 | $601.0K | 0.14% | +3,714+99.5% | Added |
| Drive Wealth Management, LLC | 7,435 | $600.0K | 0.57% | +512+7.4% | Added |
| Intercontinental Wealth Advisors, LLC | 7,419 | $599.0K | 0.19% | −17−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,408 | $598.0K | 0.43% | +9+0.1% | Added |
| Checchi Capital Advisers, LLC | 7,385 | $596.0K | 0.07% | +97+1.3% | Added |
| Northwest & Ethical Investments L.P. | 7,382 | $595.9K | 0.02% | −202−2.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,346 | $593.0K | 0.10% | −242−3.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 7,321 | $591.0K | 0.31% | −35−0.5% | Reduced |
| Birmingham Capital Management Co Inc | 7,310 | $590.0K | 0.26% | +165+2.3% | Added |
| CIBC World Markets Corp | 7,299 | $589.0K | 0.01% | −26,287−78.3% | Reduced |
| Thomas White International Ltd | 7,300 | $589.0K | 0.14% | 00.0% | Unchanged |
| 1st Source Bank | 7,299 | $589.0K | 0.04% | +500+7.4% | Added |
| Intrua Financial, LLC | 7,289 | $588.0K | 0.16% | +773+11.9% | Added |
| Glenview Trust Co | 7,266 | $587.0K | 0.02% | −222−3.0% | Reduced |
| Citizens Financial Group Inc | 7,241 | $585.0K | 0.03% | −2,160−23.0% | Reduced |
| Metis Global Partners, LLC | 7,206 | $582.0K | 0.09% | +129+1.8% | Added |
| Boston Private Wealth LLC | 7,131 | $576.0K | 0.01% | +2,758+63.1% | Added |
| Aull & Monroe Investment Management Corp | 7,077 | $572.0K | 0.31% | −300−4.1% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $571.0K | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,080 | $571.0K | 0.14% | +7,080 | New |
| Boenning & Scattergood, Inc. | 7,045 | $569.0K | 0.12% | −2,633−27.2% | Reduced |
| Advisor OS, LLC | 7,051 | $568.0K | 0.17% | −730−9.4% | Reduced |
| Verition Fund Management LLC | 7,007 | $566.0K | 0.01% | −20,709−74.7% | Reduced |
| C2C Wealth Management, LLC | 6,267 | $566.0K | 0.11% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,970 | $562.6K | 0.61% | +10.0% | Added |
| Old National Bancorp | 6,954 | $561.0K | 0.02% | −120−1.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $559.0K | 0.41% | −100−1.4% | Reduced |
| Mission Wealth Management, LP | 6,929 | $559.0K | 0.03% | +788+12.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,904 | $557.0K | 0.43% | +963+16.2% | Added |
| Clearstead Advisors, LLC | 6,861 | $554.0K | 0.05% | −64−0.9% | Reduced |
| Hilltop Holdings Inc. | 6,834 | $552.0K | 0.07% | −83−1.2% | Reduced |
| Lido Advisors, LLC | 6,828 | $550.0K | 0.01% | +829+13.8% | Added |
| Chelsea Counsel Co | 6,804 | $549.0K | 0.34% | −14,186−67.6% | Reduced |
| Unigestion Holding SA | 6,756 | $545.0K | 0.03% | +6,756 | New |
| Transcend Wealth Collective, LLC | 6,739 | $544.0K | 0.06% | −44−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 6,767 | $544.0K | 0.14% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,719 | $542.4K | 0.02% | −152−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 6,715 | $542.0K | 0.07% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 6,713 | $542.0K | 0.06% | +115+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,696 | $541.0K | 0.33% | +3,023+82.3% | Added |
| Forum Financial Management, LP | 6,679 | $539.0K | 0.03% | −1,449−17.8% | Reduced |
| Nwam LLC | 6,648 | $537.0K | 0.05% | −2,707−28.9% | Reduced |
| Vanguard Capital Wealth Advisors | 6,585 | $532.0K | 0.65% | −37−0.6% | Reduced |
| Charter Trust Co | 6,581 | $531.0K | 0.05% | −151−2.2% | Reduced |
| Stevens Capital Management LP | 6,563 | $530.0K | 0.34% | −3,112−32.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,546 | $528.0K | 0.02% | +6,546 | New |
| Sandy Spring Bank | 6,520 | $527.0K | 0.03% | −28−0.4% | Reduced |
| U S Global Investors Inc | 6,500 | $525.0K | 0.03% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $525.0K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 6,487 | $524.0K | 0.10% | −400−5.8% | Reduced |
| Stamos Capital Partners, L.P. | 6,490 | $524.0K | 0.13% | +3,610+125.3% | Added |
| Childress Capital Advisors, LLC | 6,473 | $523.0K | 0.20% | +37+0.6% | Added |
| MCF Advisors LLC | 6,461 | $522.0K | 0.06% | +127+2.0% | Added |
| Colony Group LLC | 6,458 | $521.0K | 0.01% | −1,859−22.4% | Reduced |
| Westhampton Capital, LLC | 6,453 | $521.0K | 0.39% | 00.0% | Unchanged |
| Wealth Alliance | 6,444 | $521.0K | 0.10% | +126+2.0% | Added |
| Savant Capital, LLC | 6,412 | $518.0K | 0.02% | −62−1.0% | Reduced |
| South Street Advisors LLC | 6,420 | $518.0K | 0.13% | 00.0% | Unchanged |
| Meridian Management Co | 6,352 | $513.0K | 0.20% | +6,352 | New |
| Chicago Partners Investment Group LLC | 4,853 | $512.0K | 0.04% | +1,003+26.1% | Added |
| Gamco Investors, Inc. Et Al | 6,322 | $510.0K | 0.01% | −1,066−14.4% | Reduced |
| Palisade Asset Management, LLC | 6,324 | $510.0K | 0.07% | +65+1.0% | Added |