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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; 2,108 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.

Institutional holdersQ4 2022: 1,574 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ4 2022: $35.1B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$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
InstitutionSharesValue% of portfolioChange in sharesAction
Allen Capital Group, LLC0$00.00%−6,031−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−5,591−100.0%Sold out
Asset Management Corp0$00.00%−5,199−100.0%Sold out
Pendal Group Limited0$00.00%−5,076−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−4,331−100.0%Sold out
WCG Wealth Advisors LLC0$00.00%−4,307−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,250−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−4,101−100.0%Sold out
Cumberland Partners Ltd0$00.00%−3,995−100.0%Sold out
Meixler Investment Management, Ltd.0$00.00%−3,951−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,822−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−3,812−100.0%Sold out
Ritholtz Wealth Management0$00.00%−3,714−100.0%Sold out
Energy Opportunities Capital Management, LLC0$00.00%−3,455−100.0%Sold out
Investment Partners, Ltd.0$00.00%−3,375−100.0%Sold out
MQS Management LLC0$00.00%−3,310−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−3,232−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,894−100.0%Sold out
Little House Capital LLC0$00.00%−2,866−100.0%Sold out
LGL Partners, LLC0$00.00%−2,788−100.0%Sold out
Lake Street Financial LLC0$00.00%−2,763−100.0%Sold out
Northcape Wealth Management, LLC0$00.00%−2,626−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−2,589−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−2,526−100.0%Sold out
Private Capital Management, LLC0$00.00%−2,487−100.0%Sold out
Columbia Asset Management0$00.00%−1,878−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−1,842−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,792−100.0%Sold out
Foster Dykema Cabot & Co Inc0$00.00%−1,017−100.0%Sold out
Tevis Investment Management0$00.00%−1,000−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−942−100.0%Sold out
Hudock, Inc.0$00.00%−919−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−841−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−795−100.0%Sold out
Axiom Investment Management LLC0$00.00%−663−100.0%Sold out
Financial Enhancement Group LLC0$00.00%−640−100.0%Sold out
Castle Wealth Management LLC0$00.00%−493−100.0%Sold out
Stapp Wealth Management, PLLC0$00.00%−411−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−250−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−164−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−125−100.0%Sold out
Howe & Rusling Inc0$00.00%−103−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−105−100.0%Sold out
FAI Wealth Management0$00.00%−55−100.0%Sold out
EdgeRock Capital LLC0$00.00%−48−100.0%Sold out
Karlinski Andrew C0$00.00%−54−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−32−100.0%Sold out
Gould Capital, LLC0$00.00%−34−100.0%Sold out
Eaton Vance Management––––Not filed
FourThought Financial, LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
Wilen Investment Management Corp.––––Not filed
Budros, Ruhlin & Roe, Inc.––––Not filed
Bowling Portfolio Management LLC––––Not filed
Dowling & Yahnke LLC––––Not filed
USA Financial Portformulas Corp––––Not filed
Strategic Wealth Advisors Group, LLC––––Not filed
17 Capital Partners, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Corsicana & Co.––––Not filed
American Portfolios Advisors––––Not filed
Enhancing Capital LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Covington Capital Management––––Not filed
55I, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Research & Management Co.––––Not filed
Roosevelt Investment Group LLC––––Not filed
WBH Advisory Inc––––Not filed
Solidarilty Wealth, LLC––––Not filed
Siena Capital LLC––––Not filed
Strategic Asset Management, LLC––––Not filed