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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 707 | $73.6K | 0.04% | 00.0% | Unchanged |
| Schubert & Co | 716 | $74.6K | 0.07% | −98−12.0% | Reduced |
| Piscataqua Savings Bank | 721 | $75.0K | 0.06% | −57−7.3% | Reduced |
| JFS Wealth Advisors, LLC | 725 | $75.5K | 0.01% | +156+27.4% | Added |
| General Partner, Inc. | 740 | $77.0K | 0.07% | +740 | New |
| Versant Capital Management, Inc | 742 | $77.2K | 0.03% | −6−0.8% | Reduced |
| Clearview Wealth Advisors LLC | 744 | $77.5K | 0.06% | +83+12.6% | Added |
| Missouri Trust & Investment Co | 749 | $78.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 753 | $78.4K | 0.02% | +753 | New |
| Mendota Financial Group, LLC | 773 | $80.4K | 0.10% | +773 | New |
| MV Capital Management, Inc. | 787 | $81.9K | 0.01% | −246−23.8% | Reduced |
| City State Bank | 802 | $83.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,266 | $83.0K | 0.01% | +667+111.4% | Added |
| Stonebridge Capital Advisors LLC | 805 | $83.8K | 0.01% | −22−2.7% | Reduced |
| Sargent Bickham Lagudis LLC | 823 | $85.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 834 | $86.8K | 0.05% | −536−39.1% | Reduced |
| Achmea Investment Management B.V. | 890 | $87.0K | 0.00% | +425+91.4% | Added |
| Optimum Investment Advisors | 838 | $87.2K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 860 | $89.5K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 872 | $90.8K | 0.01% | −6−0.7% | Reduced |
| High Net Worth Advisory Group LLC | 899 | $93.5K | 0.04% | +2+0.2% | Added |
| Evermay Wealth Management LLC | 900 | $93.7K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 922 | $95.9K | 0.02% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 964 | $100.3K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 977 | $102.0K | 0.02% | −1,023−51.2% | Reduced |
| Trust Co | 978 | $102.0K | 0.02% | +34+3.6% | Added |
| Global Financial Private Client, LLC | 987 | $102.7K | 0.06% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 991 | $103.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 999 | $104.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $104.1K | 0.01% | −38−3.7% | Reduced |
| Miller Wealth Advisors, LLC | 1,106 | $105.0K | 0.07% | +456+70.2% | Added |
| State of Wyoming | 1,009 | $105.0K | 0.03% | −40−3.8% | Reduced |
| Exos TFP Holdings LLC | 1,009 | $105.0K | 0.03% | +722+251.6% | Added |
| McClarren Financial Advisors, Inc. | 1,019 | $106.0K | 0.10% | +9+0.9% | Added |
| Accurate Wealth Management, LLC | 1,063 | $107.9K | 0.04% | +1,063 | New |
| Trustcore Financial Services, LLC | 1,038 | $108.0K | 0.01% | +171+19.7% | Added |
| Grove Bank & Trust | 1,056 | $110.0K | 0.02% | +1,056 | New |
| Hantz Financial Services, Inc. | 1,076 | $112.0K | 0.00% | −86−7.4% | Reduced |
| Avion Wealth | 1,411 | $113.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,093 | $113.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,094 | $113.9K | 0.01% | +1,094 | New |
| Fuller & Thaler Asset Management, Inc. | 1,091 | $114.0K | 0.00% | −625−36.4% | Reduced |
| Eagle Bay Advisors LLC | 1,138 | $118.4K | 0.07% | −896−44.1% | Reduced |
| WJ Interests, LLC | 1,161 | $120.8K | 0.10% | +1,161 | New |
| Centennial Bank | 1,194 | $124.3K | 0.07% | +1,194 | New |
| Fortis Capital Advisors, LLC | 1,200 | $124.9K | 0.07% | +1,200 | New |
| Financial Management Professionals, Inc. | 1,203 | $125.0K | 0.03% | −315−20.8% | Reduced |
| AdvisorNet Financial, Inc | 1,287 | $134.0K | 0.01% | −1,932−60.0% | Reduced |
| DuPont Capital Management Corp | 1,291 | $134.4K | 0.01% | −125−8.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,312 | $136.6K | 0.10% | +1,312 | New |
| Sittner & Nelson, LLC | 1,317 | $137.0K | 0.08% | +7+0.5% | Added |
| Quent Capital, LLC | 1,335 | $139.0K | 0.03% | −58−4.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $141.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,355 | $141.0K | 0.02% | +42+3.2% | Added |
| Asset Dedication, LLC | 1,365 | $142.0K | 0.01% | −33−2.4% | Reduced |
| First Horizon Advisors, Inc. | 1,371 | $142.7K | 0.01% | +302+28.3% | Added |
| Heritage Wealth Management, LLC | 1,390 | $144.7K | 0.02% | +767+123.1% | Added |
| Motco | 1,401 | $145.8K | 0.01% | −33−2.3% | Reduced |
| Alta Advisers Ltd | 1,400 | $146.0K | 0.09% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,453 | $151.0K | 0.02% | +7+0.5% | Added |
| Mechanics Financial Corp | 1,453 | $151.0K | 0.09% | +453+45.3% | Added |
| Carolinas Wealth Consulting LLC | 1,466 | $152.6K | 0.03% | +324+28.4% | Added |
| HHM Wealth Advisors, LLC | 1,479 | $153.9K | 0.04% | −301−16.9% | Reduced |
| Smithfield Trust Co | 1,472 | $155.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,492 | $155.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,531 | $159.3K | 0.05% | +1,531 | New |
| JJJ Advisors Inc. | 1,551 | $159.6K | 0.04% | +130+9.1% | Added |
| Tompkins Financial Corp | 1,544 | $161.0K | 0.03% | −33−2.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,558 | $162.2K | 0.06% | +1,558 | New |
| Parkside Financial Bank & Trust | 1,605 | $167.0K | 0.05% | +932+138.5% | Added |
| Godsey & Gibb Associates | 1,607 | $167.3K | 0.03% | +1,607 | New |
| Newbridge Financial Services Group, Inc. | 1,612 | $167.7K | 0.10% | +139+9.4% | Added |
| Hills Bank & Trust Co | 1,635 | $170.0K | 0.03% | +130+8.6% | Added |
| Covestor Ltd | 1,640 | $171.0K | 0.14% | +163+11.0% | Added |
| Aspire Private Capital, LLC | 1,669 | $173.7K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,691 | $176.0K | 0.05% | +112+7.1% | Added |
| Tradition Wealth Management, LLC | 1,713 | $178.0K | 0.03% | −189−9.9% | Reduced |
| Vestor Capital, LLC | 1,726 | $180.0K | 0.02% | +11+0.6% | Added |
| Itau Unibanco Holding S.A. | 1,763 | $183.5K | 0.01% | −512−22.5% | Reduced |
| Global Retirement Partners, LLC | 1,766 | $183.8K | 0.01% | +686+63.5% | Added |
| Bank of New Hampshire | 1,767 | $184.0K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,776 | $184.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,832 | $190.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,848 | $192.3K | 0.07% | +1,848 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $196.9K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,927 | $200.6K | 0.10% | +1,927 | New |
| Eads & Heald Wealth Management | 1,931 | $201.0K | 0.10% | +1,931 | New |
| Willis Johnson & Associates, Inc. | 1,940 | $201.9K | 0.03% | +1,940 | New |
| Cassaday & Co Wealth Management LLC | 1,956 | $203.6K | 0.01% | +1,956 | New |
| Everhart Financial Group, Inc. | 1,958 | $203.8K | 0.10% | +1,958 | New |
| Trillium Asset Management, LLC | 1,961 | $204.0K | 0.01% | +1,961 | New |
| Spears Abacus Advisors LLC | 1,962 | $204.2K | 0.02% | +1,962 | New |
| Alan B. Lancz & Associates, Inc. | 1,996 | $205.6K | 0.21% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,979 | $206.0K | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,981 | $206.2K | 0.00% | +1,981 | New |
| Carson Advisory Inc. | 1,984 | $206.4K | 0.20% | +1,984 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,990 | $207.1K | 0.05% | +1,990 | New |
| Bath Savings Trust Co | 1,995 | $208.0K | 0.03% | +1,995 | New |
| CWS Financial Advisors, LLC | 2,566 | $209.0K | 0.09% | −309−10.7% | Reduced |
| Boston Financial Mangement LLC | 2,008 | $209.0K | 0.01% | +2,008 | New |