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 |
|---|---|---|---|---|---|
| Argent Trust Co | 6,309 | $510.0K | 0.04% | +266+4.4% | Added |
| Enhancing Capital LLC | 5,500 | $509.0K | 0.63% | 00.0% | Unchanged |
| American Financial Group Inc | 6,250 | $505.0K | 0.17% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,215 | $502.0K | 0.04% | −2,823−31.2% | Reduced |
| Clarius Group, LLC | 6,206 | $501.0K | 0.05% | +236+4.0% | Added |
| Vantage Consulting Group Inc | 6,203 | $501.0K | 0.29% | +1,396+29.0% | Added |
| Syntax Advisors, LLC | 6,203 | $501.0K | 0.43% | +1,396+29.0% | Added |
| Bennicas & Associates, Inc. | 6,200 | $500.0K | 0.32% | −100−1.6% | Reduced |
| Signaturefd, LLC | 6,193 | $500.0K | 0.02% | +31+0.5% | Added |
| Symmetry Partners, LLC | 6,174 | $498.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,159 | $497.0K | 0.06% | +242+4.1% | Added |
| IHT Wealth Management, LLC | 6,156 | $497.0K | 0.04% | +1,812+41.7% | Added |
| Confluence Wealth Services, Inc. | 6,146 | $496.0K | 0.21% | −2,135−25.8% | Reduced |
| Valmark Advisers, Inc. | 6,133 | $495.0K | 0.01% | +47+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 6,097 | $492.0K | 0.11% | −5,491−47.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $490.0K | 1.35% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,060 | $489.0K | 0.25% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,042 | $488.0K | 0.06% | −2,748−31.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $488.0K | 0.25% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,031 | $487.0K | 0.11% | −60−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 6,036 | $487.0K | 0.19% | +287+5.0% | Added |
| Heck Capital Advisors, LLC | 6,021 | $486.0K | 0.10% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,032 | $486.0K | 0.53% | +301+5.3% | Added |
| Equitable Holdings, Inc. | 5,973 | $482.0K | 0.01% | +1,138+23.5% | Added |
| CIBC World Markets Inc. | 5,964 | $481.0K | 0.00% | −36,692−86.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,915 | $477.5K | 0.13% | +6+0.1% | Added |
| Roof Eidam & Maycock | 5,910 | $477.0K | 0.18% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,893 | $476.0K | 0.11% | −280−4.5% | Reduced |
| Integrated Advisors Network LLC | 5,889 | $475.0K | 0.03% | +507+9.4% | Added |
| ICA Group Wealth Management, LLC | 5,852 | $472.0K | 0.10% | +342+6.2% | Added |
| Groesbeck Investment Management Corp | 5,746 | $471.0K | 0.78% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,811 | $469.0K | 0.09% | −18−0.3% | Reduced |
| Patron Partners Advisors, LLC | 5,801 | $468.0K | 0.39% | +357+6.6% | Added |
| Baker Tilly Wealth Management, LLC | 5,786 | $467.0K | 0.06% | −1,058−15.5% | Reduced |
| J2 Capital Management Inc | 5,767 | $466.0K | 0.88% | +1,318+29.6% | Added |
| Stockman Wealth Management, Inc. | 5,743 | $464.0K | 0.13% | −225−3.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,719 | $462.0K | 0.02% | +1,874+48.7% | Added |
| Essex Savings Bank | 5,720 | $461.0K | 0.18% | −30−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $460.0K | 0.11% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,685 | $459.0K | 0.07% | −72−1.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $457.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 5,636 | $455.0K | 0.04% | +901+19.0% | Added |
| Campion Asset Management LLC | 5,596 | $452.0K | 0.48% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,604 | $452.0K | 0.04% | +141+2.6% | Added |
| Blueshift Asset Management, LLC | 5,591 | $451.0K | 0.10% | −69−1.2% | Reduced |
| Prelude Capital Management, LLC | 5,568 | $449.0K | 0.02% | −20,877−78.9% | Reduced |
| Wahed Invest LLC | 5,544 | $448.0K | 0.27% | +504+10.0% | Added |
| Waddell & Associates, LLC | 5,538 | $447.0K | 0.09% | −202−3.5% | Reduced |
| Verity Asset Management, Inc. | 5,536 | $446.9K | 0.46% | +5,536 | New |
| Outfitter Financial LLC | 5,500 | $444.0K | 0.43% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,462 | $441.0K | 0.01% | +2,255+70.3% | Added |
| Regent Investment Management LLC | 5,425 | $438.0K | 0.13% | −50−0.9% | Reduced |
| Covington Capital Management | 5,416 | $437.0K | 0.02% | −925−14.6% | Reduced |
| Centaurus Financial, Inc. | 5,396 | $436.0K | 0.04% | +296+5.8% | Added |
| Cambridge Trust Co | 5,326 | $430.0K | 0.02% | −363−6.4% | Reduced |
| 55I, LLC | 5,314 | $429.0K | 0.01% | +5,314 | New |
| Blackston Financial Advisory Group, LLC | 4,103 | $428.0K | 0.30% | +291+7.6% | Added |
| Trust Co of Toledo NA | 5,280 | $426.0K | 0.08% | +6+0.1% | Added |
| Connectus Wealth, LLC | 5,250 | $424.0K | 0.01% | −25−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,250 | $424.0K | 0.02% | +865+19.7% | Added |
| Institutional & Family Asset Management, LLC | 5,239 | $423.0K | 0.08% | 00.0% | Unchanged |
| PFG Advisors | 5,243 | $423.0K | 0.05% | +1,560+42.4% | Added |
| TD Ameritrade Investment Management, LLC | 5,226 | $422.0K | 0.00% | −1,292−19.8% | Reduced |
| Asset Management Corp | 5,199 | $420.0K | 0.34% | +5,199 | New |
| Weaver Consulting Group | 5,195 | $419.0K | 0.24% | +10.0% | Added |
| Brandywine Oak Private Wealth LLC | 5,177 | $417.0K | 0.06% | −16−0.3% | Reduced |
| Inlet Private Wealth, LLC | 5,143 | $415.0K | 0.12% | −4−0.1% | Reduced |
| Mill Capital Management, LLC | 5,145 | $415.0K | 0.05% | +498+10.7% | Added |
| Buckingham Strategic Partners | 5,114 | $413.0K | 0.02% | +1,698+49.7% | Added |
| Garrison Point Advisors, LLC | 5,105 | $412.0K | 0.37% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,105 | $412.0K | 0.03% | +8+0.2% | Added |
| Kovack Advisors, Inc. | 5,076 | $410.0K | 0.06% | −191−3.6% | Reduced |
| Pendal Group Limited | 5,076 | $410.0K | 0.00% | +1,976+63.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,044 | $407.0K | 0.02% | −1,300−20.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,040 | $407.0K | 0.02% | −36−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,031 | $406.0K | 0.10% | +335+7.1% | Added |
| Aldebaran Financial Inc. | 4,865 | $406.0K | 0.47% | +150+3.2% | Added |
| Quantinno Capital Management LP | 5,026 | $406.0K | 0.05% | +2,130+73.5% | Added |
| Compagnie Lombard Odier SCmA | 5,013 | $405.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,958 | $400.0K | 0.11% | −1,229−19.9% | Reduced |
| FineMark National Bank & Trust | 4,951 | $400.0K | 0.02% | −292−5.6% | Reduced |
| Private Trust Co NA | 4,940 | $399.0K | 0.06% | +107+2.2% | Added |
| Whitener Capital Management, Inc. | 4,923 | $397.0K | 0.19% | +3+0.1% | Added |
| Flputnam Investment Management Co | 4,903 | $396.0K | 0.02% | +59+1.2% | Added |
| OneAscent Wealth Management LLC | 4,885 | $394.0K | 0.21% | +133+2.8% | Added |
| Roman Butler Fullerton & Co | 4,357 | $394.0K | 0.25% | +27+0.6% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $393.0K | 0.12% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 4,856 | $392.0K | 0.01% | −55−1.1% | Reduced |
| Thrive Wealth Management, LLC | 4,851 | $392.0K | 0.14% | +1,725+55.2% | Added |
| Gofen & Glossberg LLC | 4,841 | $391.0K | 0.01% | −236−4.6% | Reduced |
| Probity Advisors, Inc. | 4,844 | $391.0K | 0.10% | −234−4.6% | Reduced |
| Intrinsic Value Partners, LLC | 4,829 | $390.0K | 0.54% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,810 | $388.0K | 0.01% | +760+18.8% | Added |
| First National Advisers, LLC | 4,808 | $388.0K | 0.57% | +1,405+41.3% | Added |
| Legacy Financial Advisors, Inc. | 4,786 | $386.0K | 0.09% | +180+3.9% | Added |
| Washington Trust Co | 4,764 | $384.0K | 0.02% | −506−9.6% | Reduced |
| Whittier Trust Co | 4,764 | $384.0K | 0.01% | −380−7.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,754 | $384.0K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 4,742 | $383.0K | 0.12% | −2,025−29.9% | Reduced |
| Coastline Trust Co | 4,751 | $383.0K | 0.06% | −88−1.8% | Reduced |