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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).

Q4 2022 vs. Q3 2022

How the institutions holding Phillips 66 changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PSX: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,419251,575+181
Shares338.7M911.9K337.5M−224.8K (−0.1%)
Value$27.4B$73.7M$35.1B+$7.80B (+28.6%)

25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (255)

Institutions that held Phillips 66 at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 255 by value.

Institutions new to PSX in Q4 2022
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd334,029$34.8M0.21%
Alyeska Investment Group, L.P.196,132$20.4M0.21%
CI Private Wealth, LLC128,150$13.3M0.05%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office113,850$11.8M0.59%
FourThought Financial Partners, LLC80,451$8.37M1.21%
Railway Pension Investments Ltd70,700$7.36M0.07%
Aventail Capital Group, LP65,074$6.77M0.81%
Susquehanna Fundamental Investments, LLC64,797$6.74M0.12%
ExodusPoint Capital Management, LP56,413$5.87M0.09%
Bridgeway Capital Management, LLC40,993$4.27M0.11%
Coldstream Capital Management Inc39,051$4.06M0.15%
Maryland State Retirement & Pension System37,049$3.86M0.11%
FORA Capital, LLC36,444$3.79M0.61%
Soviero Asset Management, LP35,000$3.64M2.16%
Brady Family Wealth, LLC34,023$3.54M1.46%
Ellerson Group Inc30,527$3.18M3.36%
Cyndeo Wealth Partners, LLC30,449$3.17M0.37%
Quantitative Investment Management, LLC24,188$2.52M0.48%
Wisconsin Capital Management LLC23,980$2.50M1.89%
Argonautica Private Wealth Management, Inc22,786$2.37M1.21%
BNC Wealth Management, LLC20,172$2.10M1.24%
Centric Wealth Management20,017$2.08M1.06%
Daymark Wealth Partners, LLC19,117$1.99M0.35%
Harvest Portfolios Group Inc.17,415$1.81M0.10%
Left Brain Wealth Management, LLC16,978$1.77M1.32%
Crescent Sterling, Ltd.16,581$1.73M1.85%
Pinnacle Wealth Management, LLC15,987$1.66M2.00%
Allstate Investment Management Co15,579$1.62M0.05%
Qsemble Capital Management, LP14,500$1.51M1.05%
Fractal Investments LLC14,471$1.51M0.36%
Cornercap Investment Counsel Inc14,444$1.50M0.26%
VisionPoint Advisory Group, LLC13,759$1.49M0.62%
Horizon Investment Services, LLC14,218$1.48M1.07%
Redwood Investment Management, LLC14,118$1.47M0.19%
Swiss Life Asset Management Ltd12,541$1.31M0.02%
Graham Capital Management, L.P.12,532$1.30M0.05%
Veracity Capital LLC12,524$1.30M0.62%
SRN Advisors, LLC11,906$1.24M1.23%
Sowell Financial Services LLC11,641$1.21M0.08%
Pathway Financial Advisers, LLC11,516$1.20M0.49%
Erste Asset Management GmbH11,000$1.15M0.02%
Beverly Hills Private Wealth, LLC10,850$1.13M0.49%
Teilinger Capital Ltd.10,800$1.12M0.39%
Retirement Investment Advisors, Inc.10,255$1.07M0.69%
Bleakley Financial Group, LLC10,178$1.06M0.04%
Capula Management Ltd9,875$1.03M0.11%
CFO4Life, L.P.9,442$982.7K0.21%
Oak Hill Wealth Advisors, LLC8,728$908.4K0.38%
One River Asset Management, LLC8,296$863.5K0.59%
Paradigm Asset Management Co LLC8,000$832.6K0.23%
Westmount Partners, LLC7,810$812.9K0.42%
Algert Global LLC7,349$764.9K0.04%
Friedenthal Financial7,230$752.0K0.52%
Park Place Capital Corp6,760$704.0K0.20%
WSFS Capital Management, LLC6,487$675.2K0.07%
Meeder Advisory Services, Inc.6,380$664.0K0.08%
Centiva Capital, LP6,319$657.7K0.05%
Stegent Equity Advisors, Inc.6,162$641.3K0.77%
Worth Financial Advisory Group, LLC5,991$623.5K0.72%
National Wealth Management Group, LLC5,846$608.5K0.73%
Coastal Investment Advisors, Inc.5,252$546.6K0.13%
KLR Investment Advisors, LLC5,172$538.3K0.44%
Schear Investment Advisers, LLC5,156$536.6K0.66%
AIA Group Ltd5,066$527.3K0.03%
Beacon Investment Advisors LLC4,994$519.8K0.43%
EP Wealth Advisors, LLC4,870$506.8K0.01%
First Western Trust Bank4,253$442.7K0.03%
David Loasby4,165$422.4K0.06%
Investment Management Corp of Ontario3,970$413.2K0.02%
Mosaic Family Wealth Partners, LLC3,969$413.1K0.12%
SYSTM Wealth Solutions LLC3,965$412.7K0.05%
Vise Technologies, Inc.3,956$411.7K0.13%
AdvisorShares Investments LLC3,860$401.7K0.11%
KCM Investment Advisors LLC3,850$401.0K0.02%
Gallacher Capital Management LLC3,845$400.2K0.24%
Keating Investment Counselors Inc3,835$399.1K0.16%
ING Groep NV3,659$380.8K0.00%
CoreCap Advisors, LLC3,537$368.1K0.03%
Sound View Wealth Advisors Group, LLC2,762$367.7K0.04%
Jennison Associates LLC3,526$367.0K0.00%
Baker Avenue Asset Management, LP3,502$364.5K0.02%
Deuterium Capital Management, LLC3,489$363.1K1.08%
Financial Partners Group, LLC3,471$361.3K0.21%
Clifford Group, LLC3,440$358.0K0.45%
Townsend Asset Management Corp3,374$351.2K0.18%
Arabesque Asset Management Ltd3,100$322.6K0.11%
Community Bank of Raymore3,032$315.6K0.12%
McIntyre Freedman & Flynn Investment Advisers Inc3,016$313.9K0.26%
Strategic Blueprint, LLC2,944$306.4K0.04%
Venturi Wealth Management, LLC2,839$295.5K0.03%
Parsec Financial Management, Inc.2,799$291.3K0.01%
Basso Capital Management, L.P.2,787$290.1K0.31%
Wealthspire Advisors, LLC2,764$287.6K0.01%
Renasant Bank2,724$283.6K0.21%
Wedmont Private Capital2,680$283.3K0.04%
North Star Asset Management Inc2,715$282.6K0.02%
CX Institutional2,682$279.2K0.02%
Dover Advisors, LLC2,669$277.8K0.30%
NorthRock Partners, LLC2,657$276.5K0.03%
First Citizens Bank & Trust Co2,592$270.0K0.01%

Sold out (74)

Institutions that held Phillips 66 at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PSX in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Natixis321,449$25.9M
Parallax Volatility Advisers, L.P.125,823$10.2M
Bornite Capital Management LP100,000$8.07M
Worldquant Millennium Advisors LLC66,763$5.39M
Scissortail Wealth Management, LLC48,642$5.02M
Ilmarinen Mutual Pension Insurance Co48,100$3.88M
MUFG Americas Holdings Corp45,949$3.71M
Varma Mutual Pension Insurance Co45,056$3.64M
Weiss Multi-Strategy Advisers LLC34,663$2.80M
Two Sigma Advisers, LP30,300$2.45M
Walleye Trading LLC27,667$2.23M
Econ Financial Services Corp22,423$1.81M
Wealth Enhancement Advisory Services, LLC19,066$1.76M
HAP Trading, LLC18,833$1.52M
Mirabella Financial Services LLP18,578$1.50M
OPSEU Pension Plan Trust Fund17,740$1.48M
Shay Capital LLC9,935$802.0K
TCG Advisory Services, LLC9,574$773.0K
Flow Traders U.S. LLC8,512$687.0K
Independent Advisor Alliance8,023$648.0K
XTX Topco Ltd7,080$571.0K
Nicholas Hoffman & Company, LLC.6,546$528.0K
Cypress Capital Management LLC6,487$524.0K
Stamos Capital Partners, L.P.6,490$524.0K
Meridian Management Co6,352$513.0K
Shepherd Kaplan Krochuk, LLC6,050$488.0K
Allen Capital Group, LLC6,031$487.0K
Blueshift Asset Management, LLC5,591$451.0K
Asset Management Corp5,199$420.0K
Pendal Group Limited5,076$410.0K
Future Financial Wealth Managment LLC4,331$355.0K
WCG Wealth Advisors LLC4,307$348.0K
Nomura Holdings Inc4,250$343.0K
Petrus Trust Company, LTA4,101$331.0K
Cumberland Partners Ltd3,995$323.0K
Meixler Investment Management, Ltd.3,951$319.0K
Gsa Capital Partners LLP3,822$309.0K
Echo Street Capital Management LLC3,812$308.0K
Ritholtz Wealth Management3,714$300.0K
Energy Opportunities Capital Management, LLC3,455$279.0K
Investment Partners, Ltd.3,375$272.0K
MQS Management LLC3,310$267.0K
Tudor Investment Corp Et Al3,232$261.0K
Two Sigma Securities, LLC2,894$234.0K
Little House Capital LLC2,866$231.0K
LGL Partners, LLC2,788$225.0K
Lake Street Financial LLC2,763$223.0K
Northcape Wealth Management, LLC2,626$212.0K
International Assets Investment Management, LLC2,589$209.0K
Northwest Bancshares, Inc.2,526$204.0K
Private Capital Management, LLC2,487$201.0K
Columbia Asset Management1,878$152.0K
Alpha Paradigm Partners, LLC1,842$149.0K
Simplex Trading, LLC1,792$144.0K
Foster Dykema Cabot & Co Inc1,017$82.0K
Tevis Investment Management1,000$81.0K
Advanced Research Investment Solutions, LLC942$76.0K
Hudock, Inc.919$74.0K
Ellis Investment Partners, LLC841$67.0K
Selective Wealth Management, Inc.795$64.0K
Axiom Investment Management LLC663$54.0K
Financial Enhancement Group LLC640$52.0K
Castle Wealth Management LLC493$40.0K
Stapp Wealth Management, PLLC411$33.0K
Mascoma Wealth Management LLC250$20.0K
Professional Financial Advisors, LLC164$13.0K
Householder Group Estate & Retirement Specialist, LLC125$10.0K
Howe & Rusling Inc103$8.00K
Wagner Wealth Management, LLC105$8.00K
FAI Wealth Management55$4.00K
EdgeRock Capital LLC48$4.00K
Karlinski Andrew C54$4.00K
Point72 Hong Kong Ltd32$3.00K
Gould Capital, LLC34$3.00K

Not filed for Q4 2022 yet (25)

Institutions that held Phillips 66 at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.