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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 36,572 | $3.81M | 0.20% | +1,167+3.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 37,616 | $3.82M | 2.52% | −2,356−5.9% | Reduced |
| Fifth Third Bancorp | 36,838 | $3.83M | 0.02% | −25,396−40.8% | Reduced |
| Maryland State Retirement & Pension System | 37,049 | $3.86M | 0.11% | +37,049 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,109 | $3.86M | 0.08% | −7,755−17.3% | Reduced |
| Daiwa Securities Group Inc. | 37,217 | $3.87M | 0.03% | +2,273+6.5% | Added |
| Elo Mutual Pension Insurance Co | 37,235 | $3.88M | 0.13% | +1,101+3.0% | Added |
| Altrius Capital Management Inc | 37,419 | $3.89M | 1.22% | −1,236−3.2% | Reduced |
| Alpha Omega Wealth Management LLC | 37,528 | $3.91M | 0.69% | −763−2.0% | Reduced |
| Strategic Global Advisors, LLC | 37,741 | $3.93M | 0.63% | −2,780−6.9% | Reduced |
| First National Bank of Omaha | 37,821 | $3.94M | 0.24% | −2,241−5.6% | Reduced |
| Kentucky Retirement Systems | 37,821 | $3.94M | 0.16% | +165+0.4% | Added |
| First American Bank | 38,250 | $3.98M | 0.38% | +266+0.7% | Added |
| Shorepoint Capital Partners LLC | 38,568 | $4.01M | 1.11% | +290+0.8% | Added |
| Securian Asset Management, Inc | 38,854 | $4.04M | 0.11% | −226−0.6% | Reduced |
| Leavell Investment Management, Inc. | 38,850 | $4.04M | 0.30% | +3,023+8.4% | Added |
| Coldstream Capital Management Inc | 39,051 | $4.06M | 0.15% | +39,051 | New |
| Ameritas Investment Partners, Inc. | 38,984 | $4.07M | 0.16% | −119−0.3% | Reduced |
| Mackenzie Financial Corp | 39,197 | $4.08M | 0.01% | −21,951−35.9% | Reduced |
| Cetera Investment Advisers | 39,338 | $4.09M | 0.04% | +21,507+120.6% | Added |
| Oppenheimer & Co Inc | 39,343 | $4.09M | 0.09% | +3,603+10.1% | Added |
| Chatham Capital Group, Inc. | 39,415 | $4.10M | 0.96% | −450−1.1% | Reduced |
| Kesler, Norman & Wride, LLC | 39,721 | $4.13M | 1.06% | +28,107+242.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 39,973 | $4.16M | 1.37% | −1,357−3.3% | Reduced |
| King Luther Capital Management Corp | 39,990 | $4.16M | 0.02% | +442+1.1% | Added |
| National Bank of Canada | 40,376 | $4.20M | 0.01% | +24,221+149.9% | Added |
| NewSquare Capital LLC | 40,477 | $4.21M | 0.53% | +2,790+7.4% | Added |
| HM Payson & Co | 40,804 | $4.25M | 0.11% | −1,441−3.4% | Reduced |
| Bridgeway Capital Management, LLC | 40,993 | $4.27M | 0.11% | +40,993 | New |
| Texas Yale Capital Corp. | 41,643 | $4.33M | 0.25% | 00.0% | Unchanged |
| Colonial Trust Advisors | 41,830 | $4.35M | 0.53% | +1,078+2.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 41,899 | $4.36M | 0.02% | −4,100−8.9% | Reduced |
| Level Four Advisory Services, LLC | 41,925 | $4.36M | 0.32% | −1,272−2.9% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $4.38M | 1.84% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 42,356 | $4.41M | 0.89% | −11,500−21.4% | Reduced |
| Meeder Asset Management Inc | 42,370 | $4.41M | 0.39% | +17,005+67.0% | Added |
| British Columbia Investment Management Corp | 42,614 | $4.44M | 0.05% | −5,063−10.6% | Reduced |
| Umb Bank N A | 42,950 | $4.47M | 0.07% | −1,088−2.5% | Reduced |
| Prudential PLC | 43,240 | $4.50M | 0.06% | +16,683+62.8% | Added |
| Scotia Capital Inc. | 43,783 | $4.56M | 0.04% | +1,259+3.0% | Added |
| Huntington National Bank | 44,284 | $4.61M | 0.05% | −475−1.1% | Reduced |
| Westpac Banking Corp | 44,498 | $4.63M | 0.07% | −4,495−9.2% | Reduced |
| Ancora Advisors, LLC | 44,596 | $4.64M | 0.13% | +323+0.7% | Added |
| Hartford Investment Management Co | 44,737 | $4.66M | 0.14% | −851−1.9% | Reduced |
| Stolper Co | 44,733 | $4.66M | 2.04% | +2,752+6.6% | Added |
| Rodgers Brothers Inc. | 44,818 | $4.66M | 0.94% | −18,405−29.1% | Reduced |
| Beacon Financial Group | 44,817 | $4.67M | 0.64% | −261−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 45,125 | $4.70M | 1.07% | −11,360−20.1% | Reduced |
| AE Wealth Management LLC | 45,426 | $4.73M | 0.03% | −3,619−7.4% | Reduced |
| Stratos Wealth Advisors, LLC | 45,464 | $4.73M | 0.39% | +2,080+4.8% | Added |
| HBK Sorce Advisory LLC | 45,478 | $4.73M | 0.13% | +21,926+93.1% | Added |
| Telos Capital Management, Inc. | 46,381 | $4.83M | 0.70% | +132+0.3% | Added |
| Mirador Capital Partners LP | 46,546 | $4.84M | 1.15% | −487−1.0% | Reduced |
| Rothschild Investment Corp | 46,645 | $4.86M | 0.45% | −296−0.6% | Reduced |
| Meyer Handelman Co | 47,872 | $4.98M | 0.21% | −800−1.6% | Reduced |
| USS Investment Management Ltd | 47,900 | $4.99M | 0.07% | +38,800+426.4% | Added |
| Park Avenue Securities LLC | 48,582 | $5.06M | 0.09% | +1,987+4.3% | Added |
| Intact Investment Management Inc. | 49,000 | $5.10M | 0.22% | −16,100−24.7% | Reduced |
| Pearl River Capital, LLC | 49,010 | $5.10M | 0.87% | +10,524+27.3% | Added |
| Prime Capital Investment Advisors, LLC | 49,327 | $5.13M | 0.19% | +10,146+25.9% | Added |
| RBF Capital, LLC | 50,000 | $5.20M | 0.39% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 50,001 | $5.20M | 0.08% | +5,140+11.5% | Added |
| CIBC Private Wealth Group, LLC | 59,266 | $5.21M | 0.02% | −981−1.6% | Reduced |
| Salem Investment Counselors Inc | 50,274 | $5.23M | 0.22% | +2,150+4.5% | Added |
| Atria Wealth Solutions, Inc. | 50,396 | $5.25M | 0.08% | +15,300+43.6% | Added |
| Avantax Advisory Services, Inc. | 50,678 | $5.27M | 0.07% | +308+0.6% | Added |
| Atria Investments LLC | 50,798 | $5.28M | 0.11% | +1,916+3.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 52,288 | $5.44M | 1.19% | −259−0.5% | Reduced |
| Brown Advisory Inc | 52,733 | $5.49M | 0.01% | +3,095+6.2% | Added |
| Simmons Bank | 53,192 | $5.54M | 0.48% | −219−0.4% | Reduced |
| Kornitzer Capital Management Inc | 53,551 | $5.57M | 0.11% | −6,235−10.4% | Reduced |
| Brick & Kyle, Associates | 53,669 | $5.59M | 3.25% | −654−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 54,354 | $5.66M | 0.11% | −3,195−5.6% | Reduced |
| Nkcfo LLC | 54,500 | $5.67M | 2.66% | 00.0% | Unchanged |
| Commerce Bank | 54,623 | $5.69M | 0.05% | +382+0.7% | Added |
| Country Club Bank | 54,736 | $5.70M | 0.50% | +525+1.0% | Added |
| Wealthfront Advisers LLC | 54,979 | $5.72M | 0.03% | −183−0.3% | Reduced |
| Czech National Bank | 55,322 | $5.76M | 0.15% | −562−1.0% | Reduced |
| Cerity Partners LLC | 55,639 | $5.79M | 0.04% | +2,309+4.3% | Added |
| Advisory Services Network, LLC | 55,651 | $5.79M | 0.18% | +9,983+21.9% | Added |
| ExodusPoint Capital Management, LP | 56,413 | $5.87M | 0.09% | +56,413 | New |
| Cypress Capital Group | 56,533 | $5.88M | 0.89% | +11,262+24.9% | Added |
| Berger Financial Group, Inc | 56,926 | $5.92M | 0.78% | +386+0.7% | Added |
| FIL Ltd | 57,149 | $5.95M | 0.01% | +13,911+32.2% | Added |
| Nissay Asset Management Corp | 57,270 | $5.96M | 0.06% | +925+1.6% | Added |
| Cetera Advisor Networks LLC | 57,377 | $5.97M | 0.05% | +13,813+31.7% | Added |
| Mount Lucas Management LP | 57,480 | $5.98M | 1.96% | +29,440+105.0% | Added |
| Geneos Wealth Management Inc. | 57,754 | $6.01M | 0.36% | +12,788+28.4% | Added |
| Cubist Systematic Strategies, LLC | 58,284 | $6.07M | 0.05% | −5,308−8.3% | Reduced |
| Wesbanco Bank Inc | 58,923 | $6.13M | 0.27% | +2,495+4.4% | Added |
| Alley Investment Management Company, LLC | 59,520 | $6.20M | 1.06% | −40−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 59,845 | $6.23M | 0.02% | +26,130+77.5% | Added |
| Buckingham Capital Management, Inc. | 60,159 | $6.26M | 1.09% | +1,160+2.0% | Added |
| Janus Henderson Group PLC | 60,497 | $6.30M | 0.00% | +2,461+4.2% | Added |
| RPG Investment Advisory, LLC | 61,004 | $6.35M | 1.22% | −11,023−15.3% | Reduced |
| Montgomery Investment Management Inc | 61,252 | $6.38M | 2.26% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 61,346 | $6.38M | 0.16% | +303+0.5% | Added |
| First American Trust, FSB | 61,635 | $6.42M | 0.99% | +1,173+1.9% | Added |
| Venture Visionary Partners LLC | 62,382 | $6.49M | 0.47% | +5,931+10.5% | Added |
| Wintrust Investments LLC | 62,469 | $6.50M | 0.85% | −16,450−20.8% | Reduced |