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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 13,759 | $1.49M | 0.62% | +13,759 | New |
| AlphaStar Capital Management, LLC | 14,318 | $1.49M | 0.15% | +1,237+9.5% | Added |
| Cornercap Investment Counsel Inc | 14,444 | $1.50M | 0.26% | +14,444 | New |
| Fractal Investments LLC | 14,471 | $1.51M | 0.36% | +14,471 | New |
| Terry L. Blaker | 14,478 | $1.51M | 0.14% | −105−0.7% | Reduced |
| Qsemble Capital Management, LP | 14,500 | $1.51M | 1.05% | +14,500 | New |
| Moors & Cabot, Inc. | 14,623 | $1.52M | 0.11% | −77−0.5% | Reduced |
| Armor Investment Advisors, LLC | 14,632 | $1.52M | 0.93% | +91+0.6% | Added |
| Ingalls & Snyder LLC | 14,714 | $1.53M | 0.08% | −128−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,813 | $1.54M | 0.04% | −3,054−17.1% | Reduced |
| First Hawaiian Bank | 14,815 | $1.54M | 0.06% | −160−1.1% | Reduced |
| Harbour Investment Management LLC | 14,886 | $1.55M | 0.89% | −40−0.3% | Reduced |
| Quantamental Technologies LLC | 14,910 | $1.55M | 0.71% | +12,212+452.6% | Added |
| Capital Advisors Inc | 14,930 | $1.55M | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,080 | $1.57M | 0.16% | −4,180−21.7% | Reduced |
| Everett Harris & Co | 15,191 | $1.58M | 0.03% | −30−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 15,552 | $1.62M | 0.62% | +1,420+10.0% | Added |
| Americana Partners, LLC | 15,563 | $1.62M | 0.28% | +677+4.5% | Added |
| Allstate Corp | 15,579 | $1.62M | 0.05% | +532+3.5% | Added |
| Allstate Investment Management Co | 15,579 | $1.62M | 0.05% | +15,579 | New |
| First Manhattan Co | 15,604 | $1.62M | 0.01% | +8,000+105.2% | Added |
| Tower Bridge Advisors | 15,605 | $1.62M | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 15,668 | $1.63M | 0.01% | +118+0.8% | Added |
| Metis Global Partners, LLC | 15,777 | $1.64M | 0.15% | +8,571+118.9% | Added |
| TBH Global Asset Management, LLC | 15,797 | $1.64M | 0.40% | −993−5.9% | Reduced |
| Lincoln National Corp | 15,798 | $1.64M | 0.04% | −2,052−11.5% | Reduced |
| Pinnacle Wealth Management, LLC | 15,987 | $1.66M | 2.00% | +15,987 | New |
| Community Bank, N.A. | 16,025 | $1.67M | 0.23% | −55−0.3% | Reduced |
| Equitable Trust Co | 16,100 | $1.68M | 0.13% | +10,464+185.7% | Added |
| Azzad Asset Management Inc | 16,356 | $1.70M | 0.27% | −1,907−10.4% | Reduced |
| HB Wealth Management, LLC | 16,373 | $1.70M | 0.03% | +710+4.5% | Added |
| Cobblestone Capital Advisors LLC | 16,507 | $1.72M | 0.13% | +99+0.6% | Added |
| Crescent Sterling, Ltd. | 16,581 | $1.73M | 1.85% | +16,581 | New |
| IFP Advisors, Inc | 14,546 | $1.74M | 0.05% | −17,500−54.6% | Reduced |
| Curbstone Financial Management Corp | 16,926 | $1.76M | 0.44% | −50−0.3% | Reduced |
| Northside Capital Management, LLC | 16,941 | $1.76M | 0.53% | +93+0.6% | Added |
| Left Brain Wealth Management, LLC | 16,978 | $1.77M | 1.32% | +16,978 | New |
| Mitchell & Pahl Private Wealth, LLC | 17,020 | $1.77M | 1.16% | +720+4.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,239 | $1.79M | 0.16% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 17,261 | $1.80M | 1.35% | −187−1.1% | Reduced |
| Telemus Capital, LLC | 17,109 | $1.81M | 0.16% | −136−0.8% | Reduced |
| Harvest Portfolios Group Inc. | 17,415 | $1.81M | 0.10% | +17,415 | New |
| Fernwood Investment Management, LLC | 17,630 | $1.83M | 0.76% | 00.0% | Unchanged |
| Auxier Asset Management | 17,812 | $1.85M | 0.32% | 00.0% | Unchanged |
| Financial Counselors Inc | 17,901 | $1.86M | 0.04% | +233+1.3% | Added |
| Clifford Swan Investment Counsel LLC | 17,918 | $1.86M | 0.08% | −55−0.3% | Reduced |
| Leonteq Securities AG | 17,990 | $1.87M | 0.10% | −13,905−43.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,151 | $1.89M | 0.62% | +740+4.3% | Added |
| apricus wealth, LLC | 18,240 | $1.90M | 1.73% | −540−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 18,260 | $1.90M | 0.13% | +646+3.7% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.90M | 0.31% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 18,468 | $1.92M | 0.15% | −637−3.3% | Reduced |
| Carret Asset Management, LLC | 18,538 | $1.93M | 0.27% | −452−2.4% | Reduced |
| Icon Wealth Advisors, LLC | 18,597 | $1.94M | 0.22% | +56+0.3% | Added |
| Sonora Investment Management Group, LLC | 18,670 | $1.94M | 0.18% | +1,704+10.0% | Added |
| Sigma Planning Corp | 18,700 | $1.95M | 0.07% | +2,528+15.6% | Added |
| Strategic Wealth Partners, Ltd. | 18,763 | $1.95M | 0.36% | +1,857+11.0% | Added |
| Trustmark National Bank Trust Department | 18,791 | $1.96M | 0.18% | −92−0.5% | Reduced |
| Keystone Wealth Services, LLC | 18,830 | $1.96M | 0.85% | −295−1.5% | Reduced |
| Advisor Partners II, LLC | 18,887 | $1.97M | 0.12% | +1,301+7.4% | Added |
| STRS Ohio | 19,045 | $1.98M | 0.01% | −46−0.2% | Reduced |
| Hodges Capital Management Inc. | 19,102 | $1.99M | 0.17% | +6,728+54.4% | Added |
| Daymark Wealth Partners, LLC | 19,117 | $1.99M | 0.35% | +19,117 | New |
| Koshinski Asset Management, Inc. | 19,152 | $1.99M | 0.19% | −2,496−11.5% | Reduced |
| Convergence Investment Partners, LLC | 19,269 | $2.01M | 1.19% | +291+1.5% | Added |
| Private Advisor Group, LLC | 40,765 | $2.01M | 0.10% | +614+1.5% | Added |
| Intrust Bank NA | 19,379 | $2.02M | 0.28% | +1,152+6.3% | Added |
| Bessemer Group Inc | 19,411 | $2.02M | 0.00% | −1,282−6.2% | Reduced |
| Synovus Financial Corp | 19,520 | $2.03M | 0.02% | +194+1.0% | Added |
| Hendley & Co Inc | 19,570 | $2.04M | 0.91% | −30,503−60.9% | Reduced |
| Tower Research Capital LLC (TRC) | 19,650 | $2.04M | 0.08% | −9,762−33.2% | Reduced |
| Mather Group, LLC. | 19,742 | $2.05M | 0.04% | −1,900−8.8% | Reduced |
| Gladstone Institutional Advisory LLC | 19,743 | $2.05M | 0.15% | −7,341−27.1% | Reduced |
| Cunning Capital Partners, LP | 19,750 | $2.06M | 1.46% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 19,782 | $2.06M | 0.20% | +2,109+11.9% | Added |
| Centric Wealth Management | 20,017 | $2.08M | 1.06% | +20,017 | New |
| Burney Co | 20,094 | $2.09M | 0.11% | −917−4.4% | Reduced |
| Vontobel Holding Ltd. | 20,508 | $2.09M | 0.02% | −9,913−32.6% | Reduced |
| BNC Wealth Management, LLC | 20,172 | $2.10M | 1.24% | +20,172 | New |
| Cheviot Value Management, LLC | 20,166 | $2.13M | 0.53% | −300−1.5% | Reduced |
| First Nebraska Trust Co | 20,567 | $2.14M | 0.28% | −99−0.5% | Reduced |
| Hartford Financial Management Inc. | 20,634 | $2.15M | 0.57% | −30−0.1% | Reduced |
| Somerset Trust Co | 20,882 | $2.17M | 0.91% | +31+0.1% | Added |
| Herold Advisors, Inc. | 20,999 | $2.19M | 0.93% | +152+0.7% | Added |
| City Holding Co | 21,100 | $2.20M | 0.41% | −120−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 21,172 | $2.20M | 0.21% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 21,201 | $2.21M | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 21,227 | $2.21M | 0.20% | −35−0.2% | Reduced |
| XML Financial, LLC | 21,329 | $2.22M | 0.28% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 21,535 | $2.24M | 0.08% | +100.0% | Added |
| Carnegie Capital Asset Management, LLC | 21,677 | $2.26M | 0.10% | +104+0.5% | Added |
| CSS LLC | 21,712 | $2.26M | 0.15% | −1,000−4.4% | Reduced |
| Cardinal Capital Management | 21,719 | $2.26M | 0.48% | +36+0.2% | Added |
| Wedbush Securities Inc | 21,721 | $2.26M | 0.12% | +243+1.1% | Added |
| Gotham Asset Management, LLC | 21,745 | $2.26M | 0.06% | −5,124−19.1% | Reduced |
| Vident Investment Advisory, LLC | 21,831 | $2.27M | 0.09% | −3,883−15.1% | Reduced |
| Bailard, Inc. | 21,972 | $2.29M | 0.09% | −343−1.5% | Reduced |
| Gries Financial LLC | 22,111 | $2.30M | 0.76% | +7,333+49.6% | Added |
| Veritable, L.P. | 22,156 | $2.31M | 0.04% | −872−3.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,332 | $2.32M | 2.05% | +568+2.6% | Added |