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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 22,470 | $2.34M | 0.12% | +1,212+5.7% | Added |
| New Mexico Educational Retirement Board | 22,528 | $2.35M | 0.13% | −2,100−8.5% | Reduced |
| Toroso Investments, LLC | 22,720 | $2.37M | 0.09% | +208+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,728 | $2.37M | 0.11% | +749+3.4% | Added |
| Argonautica Private Wealth Management, Inc | 22,786 | $2.37M | 1.21% | +22,786 | New |
| Hancock Whitney Corp | 22,931 | $2.39M | 0.09% | +9,936+76.5% | Added |
| JustInvest LLC | 23,021 | $2.40M | 0.10% | −1,657−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 23,187 | $2.41M | 0.05% | −1,291−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 23,360 | $2.43M | 0.06% | +195+0.8% | Added |
| Mountain Capital Investment Advisors, Inc | 24,110 | $2.45M | 1.11% | +7,833+48.1% | Added |
| Becker Capital Management Inc | 23,917 | $2.49M | 0.12% | −2,921−10.9% | Reduced |
| Prospera Financial Services Inc | 23,973 | $2.50M | 0.12% | +4,783+24.9% | Added |
| Wisconsin Capital Management LLC | 23,980 | $2.50M | 1.89% | +23,980 | New |
| DCM Advisors, LLC | 24,066 | $2.50M | 1.21% | +11,840+96.8% | Added |
| MAI Capital Management | 24,082 | $2.51M | 0.04% | +1,682+7.5% | Added |
| Procyon Private Wealth Partners, LLC | 24,125 | $2.51M | 0.46% | +8,403+53.4% | Added |
| Quantitative Investment Management, LLC | 24,188 | $2.52M | 0.48% | +24,188 | New |
| Argyle Capital Management Inc. | 24,329 | $2.53M | 0.87% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 24,639 | $2.56M | 1.52% | +311+1.3% | Added |
| Clearbridge Investments, LLC | 24,832 | $2.58M | 0.00% | −890−3.5% | Reduced |
| WBI Investments | 24,845 | $2.59M | 0.55% | −19,970−44.6% | Reduced |
| Zacks Investment Management | 24,848 | $2.59M | 0.04% | −1,140−4.4% | Reduced |
| SevenBridge Financial Group, LLC | 25,043 | $2.61M | 0.76% | −1,286−4.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 25,097 | $2.61M | 0.78% | +359+1.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,108 | $2.61M | 0.04% | −413−1.6% | Reduced |
| Quadrature Capital Ltd | 25,261 | $2.63M | 0.08% | −33,012−56.7% | Reduced |
| TownSquare Capital, LLC | 25,318 | $2.64M | 0.07% | +2,383+10.4% | Added |
| German American Bancorp, Inc. | 25,371 | $2.64M | 0.42% | +116+0.5% | Added |
| Garrison Asset Management, LLC | 25,481 | $2.65M | 1.71% | −127−0.5% | Reduced |
| Cipher Capital LP | 25,575 | $2.66M | 0.50% | +7,095+38.4% | Added |
| Regions Financial Corp | 25,588 | $2.66M | 0.02% | +1,034+4.2% | Added |
| Cetera Advisors LLC | 25,945 | $2.70M | 0.05% | +6,288+32.0% | Added |
| Brinker Capital Investments, LLC | 26,019 | $2.71M | 0.05% | −446−1.7% | Reduced |
| FDx Advisors, Inc. | 26,076 | $2.71M | 0.12% | +1,324+5.3% | Added |
| Demars Financial Group, LLC | 26,114 | $2.72M | 1.50% | −4,823−15.6% | Reduced |
| Baxter Bros Inc | 26,210 | $2.73M | 0.45% | −24−0.1% | Reduced |
| TD Private Client Wealth LLC | 26,233 | $2.73M | 0.13% | +1,698+6.9% | Added |
| Principle Wealth Partners LLC | 26,240 | $2.73M | 0.31% | −400−1.5% | Reduced |
| Bayesian Capital Management, LP | 26,560 | $2.76M | 0.40% | +8,560+47.6% | Added |
| Fundamentun, LLC | 26,620 | $2.77M | 0.49% | −2,300−8.0% | Reduced |
| Wolverine Trading, LLC | 26,685 | $2.78M | 0.05% | −6,634−19.9% | Reduced |
| Stock Yards Bank & Trust Co | 26,874 | $2.80M | 0.11% | −100−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,906 | $2.80M | 0.07% | +2,630+10.8% | Added |
| Silvercrest Asset Management Group LLC | 27,028 | $2.81M | 0.02% | −1,075−3.8% | Reduced |
| LexAurum Advisors, LLC | 27,076 | $2.82M | 1.01% | +5,217+23.9% | Added |
| O'Shaughnessy Asset Management, LLC | 27,279 | $2.84M | 0.05% | +3,503+14.7% | Added |
| Metropolitan Life Insurance Co | 27,336 | $2.85M | 0.13% | −1,302−4.5% | Reduced |
| CFM Wealth Partners LLC | 27,358 | $2.85M | 0.85% | +50.0% | Added |
| Johnson Investment Counsel Inc | 27,826 | $2.90M | 0.04% | +571+2.1% | Added |
| CIBC World Markets Inc. | 27,987 | $2.91M | 0.01% | +22,023+369.3% | Added |
| Pinkerton Retirement Specialists, LLC | 28,019 | $2.92M | 0.63% | +1,198+4.5% | Added |
| Resources Investment Advisors, LLC. | 28,256 | $2.94M | 0.09% | −191−0.7% | Reduced |
| SWS Partners | 28,486 | $2.96M | 1.41% | −591−2.0% | Reduced |
| Parsons Capital Management Inc | 28,705 | $2.99M | 0.25% | +131+0.5% | Added |
| River Wealth Advisors LLC | 28,721 | $2.99M | 0.58% | +1,795+6.7% | Added |
| Central Trust Co | 29,132 | $3.03M | 0.09% | −571−1.9% | Reduced |
| Riverview Capital Advisers, LLC | 29,534 | $3.07M | 1.65% | 00.0% | Unchanged |
| PGGM Investments | 29,765 | $3.10M | 0.05% | −6,618−18.2% | Reduced |
| Profund Advisors LLC | 29,866 | $3.11M | 0.20% | +2,688+9.9% | Added |
| Davenport & Co LLC | 30,052 | $3.13M | 0.03% | −617−2.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,224 | $3.15M | 1.03% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 30,395 | $3.16M | 0.04% | −587−1.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,449 | $3.17M | 0.37% | +30,449 | New |
| Mattern Wealth Management LLC | 30,455 | $3.17M | 1.28% | +3,616+13.5% | Added |
| Louisiana State Employees Retirement System | 30,500 | $3.17M | 0.09% | −300−1.0% | Reduced |
| Ellerson Group Inc | 30,527 | $3.18M | 3.36% | +30,527 | New |
| Brookstone Capital Management | 30,134 | $3.19M | 0.06% | −8,158−21.3% | Reduced |
| Wealth Advisory Solutions, LLC | 31,031 | $3.23M | 0.87% | −1,545−4.7% | Reduced |
| Norinchukin Bank, The | 31,248 | $3.25M | 0.07% | −9,000−22.4% | Reduced |
| Ziegler Capital Management, LLC | 32,080 | $3.33M | 0.14% | +167+0.5% | Added |
| Nations Financial Group Inc, | 32,274 | $3.36M | 0.38% | +23,347+261.5% | Added |
| Tweedy, Browne Co LLC | 32,401 | $3.37M | 0.18% | −92−0.3% | Reduced |
| Heritage Trust Co | 32,463 | $3.38M | 0.55% | −486−1.5% | Reduced |
| Canal Insurance CO | 32,500 | $3.38M | 0.93% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 32,520 | $3.38M | 0.45% | +2,620+8.8% | Added |
| Exencial Wealth Advisors, LLC | 32,584 | $3.39M | 0.18% | −2,780−7.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,956 | $3.43M | 0.06% | −892−2.6% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $3.46M | 0.23% | 00.0% | Unchanged |
| Colonial Trust Co | 33,321 | $3.47M | 0.95% | +3,505+11.8% | Added |
| Citizens National Bank Trust Department | 33,439 | $3.48M | 0.98% | +30+0.1% | Added |
| Candriam Luxembourg S.C.A. | 33,455 | $3.48M | 0.02% | +76+0.2% | Added |
| Van Eck Associates Corp | 33,536 | $3.49M | 0.01% | −3,847−10.3% | Reduced |
| McDonald Partners LLC | 33,726 | $3.51M | 1.20% | +92+0.3% | Added |
| Virginia Wealth Management Group, Inc. | 33,827 | $3.52M | 2.44% | +191+0.6% | Added |
| Viking Fund Management LLC | 34,000 | $3.54M | 0.70% | −9,000−20.9% | Reduced |
| Brady Family Wealth, LLC | 34,023 | $3.54M | 1.46% | +34,023 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 34,349 | $3.58M | 0.01% | +1,769+5.4% | Added |
| National Asset Management, Inc. | 34,422 | $3.58M | 0.10% | +2,663+8.4% | Added |
| Northwestern Mutual Wealth Management Co | 34,533 | $3.59M | 0.01% | +1,058+3.2% | Added |
| Kingsview Wealth Management, LLC | 34,624 | $3.60M | 0.16% | −754−2.1% | Reduced |
| Gateway Investment Advisers LLC | 34,954 | $3.64M | 0.04% | +1,235+3.7% | Added |
| Soviero Asset Management, LP | 35,000 | $3.64M | 2.16% | +35,000 | New |
| Pinnacle Associates Ltd | 35,287 | $3.67M | 0.08% | +242+0.7% | Added |
| GWM Advisors LLC | 70,788 | $3.69M | 0.10% | +25,449+56.1% | Added |
| Dakota Wealth Management | 35,732 | $3.72M | 0.26% | −142−0.4% | Reduced |
| Martin Capital Partners, LLC | 35,816 | $3.73M | 1.54% | +2,607+7.9% | Added |
| Alta Capital Management LLC | 35,880 | $3.73M | 0.29% | −5,210−12.7% | Reduced |
| FORA Capital, LLC | 36,444 | $3.79M | 0.61% | +36,444 | New |
| Jane Street Group, LLC | 36,484 | $3.80M | 0.01% | −9,961−21.4% | Reduced |
| Farmers & Merchants Investments Inc | 36,532 | $3.80M | 0.16% | 00.0% | Unchanged |