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
- 1,575
- +181 vs. Q3 2022
- Shares held
- 337.5M
- −224.8K (−0.1%) vs. Q3 2022
- Total value
- $35.1B
- +$7.80B (+28.6%) vs. Q3 2022
- New holders
- 255
- 564 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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 204 | $21.3K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 208 | $21.7K | 0.01% | +208 | New |
| Cornerstone Management, Inc. | 210 | $21.9K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 208 | $22.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $22.0K | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 213 | $22.2K | 0.01% | +213 | New |
| TFC Financial Management | 216 | $22.4K | 0.01% | +1+0.5% | Added |
| Morton Brown Family Wealth, LLC | 219 | $22.8K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 220 | $22.8K | 0.01% | +1+0.5% | Added |
| Tortoise Investment Management, LLC | 220 | $22.9K | 0.00% | −62−22.0% | Reduced |
| Corrado Advisors, LLC | 220 | $22.9K | 0.02% | +220 | New |
| Win Advisors, Inc | 222 | $23.1K | 0.01% | +4+1.8% | Added |
| 3Chopt Investment Partners, LLC | 222 | $23.1K | 0.01% | +222 | New |
| Lazard Asset Management LLC | 249 | $25.0K | 0.00% | −1,791−87.8% | Reduced |
| SJS Investment Consulting Inc. | 249 | $25.9K | 0.01% | +16+6.9% | Added |
| Atlantic Trust, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 251 | $26.1K | 0.01% | +251 | New |
| Ten Capital Wealth Advisors, LLC | 272 | $28.3K | 0.01% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 352 | $28.4K | 0.02% | +352 | New |
| Brown, Lisle/Cummings, Inc. | 275 | $28.6K | 0.02% | −3−1.1% | Reduced |
| Madden Securities Corp | 285 | $29.7K | 0.02% | +285 | New |
| Rocky Mountain Advisers, LLC | 299 | $31.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 300 | $31.2K | 0.01% | −29,600−99.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 300 | $31.2K | 0.02% | +300 | New |
| Lee Financial Co | 301 | $31.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 303 | $31.5K | 0.02% | +83+37.7% | Added |
| Cornerstone Planning Group LLC | 303 | $31.7K | 0.01% | +303 | New |
| Romano Brothers and Company | 312 | $32.5K | 0.00% | +312 | New |
| Private Ocean, LLC | 315 | $32.8K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 314 | $32.9K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 316 | $32.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 308 | $32.9K | 0.02% | +308 | New |
| Spartan Planning & Wealth Management | 317 | $33.0K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $33.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 319 | $33.2K | 0.01% | −459−59.0% | Reduced |
| TSFG, LLC | 326 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 329 | $34.2K | 0.01% | −6−1.8% | Reduced |
| Key Financial Inc | 449 | $36.2K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 352 | $36.7K | 0.02% | +1+0.3% | Added |
| Norwood Financial Corp | 355 | $36.9K | 0.06% | −5−1.4% | Reduced |
| Accel Wealth Management | 357 | $37.1K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 368 | $38.3K | 0.01% | +3+0.8% | Added |
| First PREMIER Bank | 376 | $39.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 378 | $39.3K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 393 | $40.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 396 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 394 | $41.0K | 0.01% | +50+14.5% | Added |
| First Command Financial Services, Inc. | 394 | $41.0K | 0.01% | +50+14.5% | Added |
| Affiance Financial, LLC | 400 | $41.6K | 0.02% | +400 | New |
| Loomis Sayles & Co L P | 400 | $42.0K | 0.00% | +351+716.3% | Added |
| Worth Asset Management, LLC | 412 | $42.8K | 0.03% | +2+0.5% | Added |
| Sierra Capital LLC | 411 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 415 | $43.2K | 0.03% | +415 | New |
| Coastal Capital Group, Inc. | 548 | $44.2K | 0.01% | +1+0.2% | Added |
| Oakworth Capital, Inc. | 426 | $44.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 433 | $45.1K | 0.02% | +128+42.0% | Added |
| DB Wealth Management Group, LLC | 435 | $45.3K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 459 | $47.8K | 0.04% | +459 | New |
| Tower View Investment Management & Research LLC | 459 | $48.0K | 0.03% | +4+0.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 468 | $48.7K | 0.02% | +468 | New |
| Archer Investment Corp | 479 | $49.9K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $52.0K | 0.03% | +500 | New |
| Core Alternative Capital | 516 | $53.7K | 0.01% | +150+41.0% | Added |
| Credit Agricole S A | 523 | $54.4K | 0.00% | −12,536−96.0% | Reduced |
| Endurance Wealth Management, Inc. | 530 | $55.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $55.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 538 | $56.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 541 | $56.3K | 0.01% | −207−27.7% | Reduced |
| Old North State Trust, LLC | 552 | $57.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 544 | $57.0K | 0.01% | +4+0.7% | Added |
| Zions Bancorporation, N.A. | 555 | $57.8K | 0.00% | −313−36.1% | Reduced |
| Register Financial Advisors LLC | 564 | $58.7K | 0.04% | +564 | New |
| Prestige Wealth Management Group LLC | 564 | $58.7K | 0.02% | +293+108.1% | Added |
| AlphaMark Advisors, LLC | 570 | $59.0K | 0.03% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $59.7K | 0.05% | +574 | New |
| Riverview Trust Co | 590 | $61.0K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 601 | $62.5K | 0.01% | +1+0.2% | Added |
| Legend Financial Advisors, Inc. | 601 | $62.6K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 604 | $62.9K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 613 | $63.8K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 618 | $64.0K | 0.06% | +567+1,111.8% | Added |
| RWM Asset Management, LLC | 621 | $64.6K | 0.01% | −527−45.9% | Reduced |
| Heritage Wealth Advisors | 644 | $67.1K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 649 | $67.5K | 0.02% | +649 | New |
| Valley National Advisers Inc | 674 | $68.0K | 0.01% | −8−1.2% | Reduced |
| Cutler Group LP | 662 | $68.0K | 0.01% | +14+2.2% | Added |
| Johnson Financial Group, Inc. | 660 | $68.7K | 0.01% | −81−10.9% | Reduced |
| RFP Financial Group LLC | 666 | $69.3K | 0.03% | +666 | New |
| Kayne Anderson Rudnick Investment Management LLC | 671 | $69.8K | 0.00% | +21+3.2% | Added |
| Pin Oak Investment Advisors Inc | 669 | $70.0K | 0.09% | +200+42.6% | Added |
| Toth Financial Advisory Corp | 682 | $71.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 688 | $71.6K | 0.02% | +20+3.0% | Added |
| Chiron Investment Management, LLC | 691 | $71.9K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 694 | $72.2K | 0.01% | −15−2.1% | Reduced |
| Gleason Group, Inc. | 701 | $73.0K | 0.02% | +7+1.0% | Added |
| Vigilant Capital Management, LLC | 700 | $73.0K | 0.01% | 00.0% | Unchanged |