Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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, Q4 2022

Institutional positions in Phillips 66 as of Dec 31, 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: 1,575; +181 vs. Q3 2022
Shares held: 337.5M; −224.8K (−0.1%) vs. Q3 2022
Total value: $35.1B; +$7.80B (+28.6%) vs. Q3 2022
New holders: 255; 564 more added
Sold out: 74; 504 more reduced

25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,575 institutions

Value heldQ4 2022: $35.1B

Institutions holding PSX and their total value by quarter
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, Q4 2022

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2022.

Institutions holding PSX in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Iron Horse Wealth Management, LLC	1	$0	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	1	$101	0.00%	+1	New
Atwood & Palmer Inc	1	$104	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	1	$104	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	2	$208	0.00%	+2	New
PFS Partners, LLC	2	$220	0.00%	00.0%	Unchanged
Hollencrest Capital Management	5	$520	0.00%	+5	New
Center for Financial Planning, Inc.	7	$729	0.00%	00.0%	Unchanged
True Wealth Design, LLC	7	$729	0.00%	+7	New
Artemis Wealth Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	10	$1.00K	0.00%	+10	New
Tucker Asset Management LLC	10	$1.04K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	104	$1.10K	0.01%	−1,192−92.0%	Reduced
Assetmark, Inc	15	$1.56K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	17	$1.77K	0.00%	+17	New
Coppell Advisory Solutions LLC	18	$1.87K	0.00%	+18	New
Coppell Advisory Solutions Corp.	18	$1.87K	0.00%	+18	New
Johnson Midwest Financial, LLC	19	$2.00K	0.01%	00.0%	Unchanged
Penserra Capital Management LLC	26	$2.00K	0.00%	+26	New
Robbins Farley LLC	20	$2.08K	0.00%	+20	New
Sugarloaf Wealth Management, LLC	21	$2.23K	0.00%	−1,082−98.1%	Reduced
Column Capital Advisors, LLC	23	$2.39K	0.00%	+13+130.0%	Added
Aua Capital Management, LLC	26	$2.71K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	27	$2.81K	0.00%	−18−40.0%	Reduced
Independence Bank of Kentucky	25	$3.00K	0.00%	−13−34.2%	Reduced
KB Financial Partners, LLC	27	$3.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	30	$3.00K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	33	$3.44K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	38	$3.96K	0.00%	00.0%	Unchanged
American National Bank	40	$4.00K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$4.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	43	$4.00K	0.00%	00.0%	Unchanged
Norway Savings Bank	40	$4.16K	0.00%	+40	New
Cedar Mountain Advisors, LLC	42	$4.37K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	44	$4.58K	0.01%	00.0%	Unchanged
Maryland Capital Advisors Inc.	46	$4.79K	0.00%	00.0%	Unchanged
New Hampshire Trust	49	$5.10K	0.00%	+49	New
Cypress Capital Management LLC (WY)	50	$5.20K	0.01%	00.0%	Unchanged
Marshall & Sullivan Inc	50	$5.20K	0.00%	+50	New
Cribstone Capital Management, LLC	50	$5.20K	0.00%	+50	New
Oliver Lagore Vanvalin Investment Group	50	$5.20K	0.00%	+50	New
Bogart Wealth, LLC	51	$5.31K	0.00%	−78−60.5%	Reduced
Clean Yield Group	55	$5.72K	0.00%	+55	New
Webster Bank, N. A.	54	$6.00K	0.00%	00.0%	Unchanged
Abound Wealth Management	58	$6.06K	0.00%	+16+38.1%	Added
Financial Perspectives, Inc	63	$6.56K	0.00%	00.0%	Unchanged
Laffer Tengler Investments	65	$6.76K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	65	$6.78K	0.00%	+65	New
Albion Financial Group	66	$6.87K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	66	$6.87K	0.01%	00.0%	Unchanged
Highline Wealth Partners LLC	66	$6.87K	0.01%	+36+120.0%	Added
Kelly Financial Services LLC	69	$7.18K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	70	$7.24K	0.01%	+1+1.4%	Added
Castleview Partners, LLC	70	$7.29K	0.01%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	71	$7.36K	0.01%	+1+1.4%	Added
Retirement Financial Solutions, LLC	74	$7.70K	0.01%	+74	New
Raffa Wealth Management, LLC	76	$7.91K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	77	$8.01K	0.00%	00.0%	Unchanged
Advanced Asset Management Advisors Inc	93	$9.68K	0.00%	+93	New
Operose Advisors LLC	96	$9.99K	0.01%	00.0%	Unchanged
United Community Bank	96	$9.99K	0.01%	00.0%	Unchanged
Lakewood Asset Management LLC	100	$10.0K	0.01%	+100	New
Barrett & Company, Inc.	99	$10.3K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	100	$10.4K	0.00%	00.0%	Unchanged
Quarry LP	101	$10.5K	0.01%	+101	New
Focused Wealth Management, Inc	102	$10.7K	0.00%	00.0%	Unchanged
Kenfarb & Co.	104	$10.8K	0.01%	00.0%	Unchanged
American State Bank (Iowa)	105	$10.9K	0.01%	00.0%	Unchanged
Roble, Belko & Company, Inc	110	$11.0K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	107	$11.1K	0.01%	+71+197.2%	Added
My Personal CFO, LLC	108	$11.2K	0.01%	+108	New
Level Financial Advisors, Inc.	116	$12.0K	0.01%	+15+14.9%	Added
Distillate Capital Partners LLC	117	$12.2K	1.14%	+117	New
Crewe Advisors LLC	120	$12.5K	0.00%	+47+64.4%	Added
Goodwin Investment Advisory	128	$13.3K	0.01%	00.0%	Unchanged
Granite FO LLC	125	$13.6K	0.01%	+125	New
Stephens Consulting, LLC	133	$13.8K	0.01%	00.0%	Unchanged
Princeton Global Asset Management LLC	145	$15.0K	0.00%	+1+0.7%	Added
PFG Private Wealth Management, LLC	147	$15.0K	0.01%	00.0%	Unchanged
Horizon Bancorp Inc	144	$15.0K	0.01%	+144	New
Truvestments Capital LLC	146	$15.2K	0.01%	+28+23.7%	Added
New Millennium Group LLC	150	$15.6K	0.02%	+2+1.4%	Added
Burleson & Company, LLC	150	$15.6K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	150	$15.6K	0.01%	+150	New
Wolff Wiese Magana LLC	159	$16.5K	0.01%	−35−18.0%	Reduced
Atticus Wealth Management, LLC	160	$16.7K	0.01%	−77−32.5%	Reduced
SOA Wealth Advisors, LLC.	161	$16.7K	0.00%	+1+0.6%	Added
Legacy Bridge, LLC	161	$16.8K	0.01%	+161	New
Lagoda Investment Management, L.P.	170	$17.7K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	170	$17.7K	0.00%	+74+77.1%	Added
Arrow Financial Corp	175	$18.0K	0.00%	00.0%	Unchanged
Tacita Capital Inc	170	$18.0K	0.01%	00.0%	Unchanged
Byrne Asset Management LLC	173	$18.0K	0.01%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	179	$18.6K	0.01%	00.0%	Unchanged
West Branch Capital LLC	184	$19.1K	0.01%	+92+100.0%	Added
Silvant Capital Management LLC	186	$19.4K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	192	$20.0K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	200	$20.0K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	196	$20.4K	0.00%	−73−27.1%	Reduced
Hallmark Capital Management Inc	200	$20.8K	0.00%	−125−38.5%	Reduced