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, 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
- 1,574
- +181 vs. Q3 2022
- Shares held
- 337.5M
- −224.9K (−0.1%) vs. Q3 2022
- Total value
- $35.1B
- +$7.80B (+28.6%) vs. Q3 2022
- New holders
- 255
- 563 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 10,202 | $1.06M | 0.06% | +1,000+10.9% | Added |
| Basepoint Wealth LLC | 10,208 | $1.06M | 0.94% | −272−2.6% | Reduced |
| Longfellow Investment Management Co LLC | 10,211 | $1.06M | 0.24% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 10,255 | $1.07M | 0.69% | +10,255 | New |
| Winton Group Ltd | 10,276 | $1.07M | 0.07% | −5,713−35.7% | Reduced |
| Avidian Wealth Solutions, LLC | 10,306 | $1.07M | 0.07% | −349−3.3% | Reduced |
| Resources Management Corp | 10,325 | $1.07M | 0.17% | −80−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 10,355 | $1.08M | 0.02% | +1,048+11.3% | Added |
| J. W. Coons Advisors, LLC | 10,378 | $1.08M | 0.32% | +1,835+21.5% | Added |
| First Foundation Advisors | 10,393 | $1.08M | 0.05% | +512+5.2% | Added |
| Cullinan Associates Inc | 10,439 | $1.09M | 0.06% | +2,839+37.4% | Added |
| Verition Fund Management LLC | 10,475 | $1.09M | 0.02% | +3,468+49.5% | Added |
| Jupiter Wealth Management LLC | 10,550 | $1.10M | 1.06% | +1,100+11.6% | Added |
| Adirondack Trust Co | 10,550 | $1.10M | 0.57% | +196+1.9% | Added |
| RFG Advisory, LLC | 11,193 | $1.11M | 0.06% | +2,080+22.8% | Added |
| Snowden Capital Advisors LLC | 10,664 | $1.11M | 0.05% | +356+3.5% | Added |
| Boston Trust Walden Corp | 10,718 | $1.12M | 0.01% | −150−1.4% | Reduced |
| Massmutual Trust Co FSB | 10,726 | $1.12M | 0.05% | +3,118+41.0% | Added |
| Diversified Trust Co | 10,749 | $1.12M | 0.05% | −1,386−11.4% | Reduced |
| Lee Danner & Bass Inc | 10,751 | $1.12M | 0.11% | −120−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 10,905 | $1.12M | 0.01% | −2,158−16.5% | Reduced |
| BBR Partners, LLC | 10,769 | $1.12M | 0.13% | 00.0% | Unchanged |
| Teilinger Capital Ltd. | 10,800 | $1.12M | 0.39% | +10,800 | New |
| Harbor Investment Advisory, LLC | 10,818 | $1.13M | 0.18% | +50+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 10,850 | $1.13M | 0.49% | +10,850 | New |
| Quantinno Capital Management LP | 10,887 | $1.13M | 0.08% | +5,861+116.6% | Added |
| Smith, Moore & Co. | 10,928 | $1.14M | 0.16% | −221−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 10,947 | $1.14M | 0.48% | −325−2.9% | Reduced |
| Ieq Capital, LLC | 10,982 | $1.14M | 0.03% | +1,615+17.2% | Added |
| Cresset Asset Management, LLC | 15,330 | $1.14M | 0.01% | −473−3.0% | Reduced |
| Erste Asset Management GmbH | 11,000 | $1.15M | 0.02% | +11,000 | New |
| SG Americas Securities, LLC | 11,011 | $1.15M | 0.02% | +7,636+226.3% | Added |
| Islay Capital Management, LLC | 11,016 | $1.15M | 1.32% | +3,346+43.6% | Added |
| Valeo Financial Advisors, LLC | 11,044 | $1.15M | 0.06% | −651−5.6% | Reduced |
| Tiaa, FSB | 11,090 | $1.15M | 0.00% | −932−7.8% | Reduced |
| Belpointe Asset Management LLC | 11,180 | $1.16M | 0.07% | +2,609+30.4% | Added |
| Great Lakes Advisors, LLC | 103,219 | $1.18M | 0.07% | +631+0.6% | Added |
| South State Corp. | 11,409 | $1.19M | 0.11% | +394+3.6% | Added |
| Barry Investment Advisors, LLC | 11,409 | $1.19M | 0.37% | −596−5.0% | Reduced |
| Towle & Co | 11,480 | $1.19M | 0.16% | +3,560+44.9% | Added |
| Marion Wealth Management | 11,486 | $1.20M | 0.50% | +1,597+16.1% | Added |
| Strategic Advisors LLC | 11,496 | $1.20M | 0.27% | −996−8.0% | Reduced |
| Pathway Financial Advisers, LLC | 11,516 | $1.20M | 0.49% | +11,516 | New |
| Colony Group LLC | 11,567 | $1.20M | 0.02% | +5,109+79.1% | Added |
| Guardian Wealth Management, Inc. | 11,568 | $1.20M | 1.19% | −3,052−20.9% | Reduced |
| Pavion Blue Capital, LLC | 11,624 | $1.21M | 0.77% | +27+0.2% | Added |
| Sowell Financial Services LLC | 11,641 | $1.21M | 0.08% | +11,641 | New |
| Martingale Asset Management L P | 11,679 | $1.22M | 0.02% | −391−3.2% | Reduced |
| Evercore Wealth Management, LLC | 11,774 | $1.23M | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 11,787 | $1.23M | 0.76% | +106+0.9% | Added |
| Williams Jones Wealth Management, LLC. | 11,856 | $1.23M | 0.02% | +528+4.7% | Added |
| Fortem Financial Group, LLC | 11,863 | $1.23M | 0.72% | +1,454+14.0% | Added |
| Nikko Asset Management Americas, Inc. | 11,888 | $1.24M | 0.02% | −704−5.6% | Reduced |
| SRN Advisors, LLC | 11,906 | $1.24M | 1.23% | +11,906 | New |
| Park Circle Co | 12,000 | $1.25M | 1.22% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,064 | $1.26M | 0.15% | −710−5.6% | Reduced |
| Empirical Finance, LLC | 12,080 | $1.26M | 0.13% | +981+8.8% | Added |
| Bragg Financial Advisors, Inc | 12,119 | $1.26M | 0.08% | +557+4.8% | Added |
| Haverford Trust Co | 12,189 | $1.27M | 0.02% | −53−0.4% | Reduced |
| Summit Financial, LLC | 12,324 | $1.28M | 0.12% | +206+1.7% | Added |
| Csenge Advisory Group | 12,354 | $1.29M | 0.10% | +1,539+14.2% | Added |
| Federation des caisses Desjardins du Quebec | 12,364 | $1.29M | 0.02% | −1,731−12.3% | Reduced |
| Parallel Advisors, LLC | 12,402 | $1.29M | 0.06% | −198−1.6% | Reduced |
| Cowa, LLC | 8,357 | $1.29M | 0.81% | −4,663−35.8% | Reduced |
| Prelude Capital Management, LLC | 12,409 | $1.29M | 0.08% | +6,841+122.9% | Added |
| Engineers Gate Manager LP | 12,433 | $1.29M | 0.08% | +1,544+14.2% | Added |
| Greylin Investment Mangement Inc | 12,452 | $1.30M | 0.24% | −4,150−25.0% | Reduced |
| Vestcor Inc | 12,482 | $1.30M | 0.05% | +77+0.6% | Added |
| Bristol John W & Co Inc | 12,500 | $1.30M | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 12,522 | $1.30M | 0.86% | −1,474−10.5% | Reduced |
| Veracity Capital LLC | 12,524 | $1.30M | 0.62% | +12,524 | New |
| Exeter Financial, LLC | 12,525 | $1.30M | 0.68% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,532 | $1.30M | 0.05% | +12,532 | New |
| Boyd Watterson Asset Management LLC | 12,533 | $1.30M | 0.54% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 12,541 | $1.31M | 0.02% | +12,541 | New |
| Ar Asset Management Inc | 12,600 | $1.31M | 0.37% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 12,621 | $1.31M | 0.22% | +3,856+44.0% | Added |
| Stephens Inc | 12,633 | $1.31M | 0.03% | −1,767−12.3% | Reduced |
| Teamwork Financial Advisors, LLC | 12,662 | $1.32M | 0.27% | +3,968+45.6% | Added |
| YHB Investment Advisors, Inc. | 12,708 | $1.32M | 0.14% | +49+0.4% | Added |
| Inscription Capital, LLC | 12,719 | $1.32M | 0.45% | −746−5.5% | Reduced |
| Aurora Investment Counsel | 12,751 | $1.33M | 0.92% | −1,020−7.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.35M | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,949 | $1.35M | 0.09% | +865+7.2% | Added |
| Balentine LLC | 13,082 | $1.36M | 0.05% | +3,749+40.2% | Added |
| Welch & Forbes LLC | 13,149 | $1.37M | 0.02% | +318+2.5% | Added |
| Independent Financial Group, LLC | 13,234 | $1.38M | 0.12% | −575−4.2% | Reduced |
| Aquatic Capital Management LLC | 13,300 | $1.38M | 0.10% | +1,300+10.8% | Added |
| Fruth Investment Management | 13,345 | $1.39M | 0.41% | −100−0.7% | Reduced |
| Bartlett & Co. LLC | 13,367 | $1.39M | 0.03% | +30+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 13,367 | $1.39M | 0.03% | +30+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,544 | $1.41M | 0.07% | +8,500+168.5% | Added |
| Fiduciary Trust Co | 13,774 | $1.43M | 0.03% | +50+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 13,778 | $1.43M | 0.01% | −810,215−98.3% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.44M | 0.07% | −50−0.4% | Reduced |
| Advisor OS, LLC | 13,842 | $1.44M | 0.38% | +6,791+96.3% | Added |
| Redwood Investment Management, LLC | 14,118 | $1.47M | 0.19% | +14,118 | New |
| Horizon Investment Services, LLC | 14,218 | $1.48M | 1.07% | +14,218 | New |
| Cary Street Partner Investment Advisory LLC | 14,219 | $1.48M | 0.11% | −1,473−9.4% | Reduced |
| Strategic Financial Services, Inc, | 14,234 | $1.48M | 0.12% | −5,756−28.8% | Reduced |