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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 1,575 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: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 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 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$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
McGowan Group Asset Management, Inc.2,012$209.4K0.03%+2,012New
American Trust Investment Advisors, LLC2,015$209.7K0.13%+2,015New
Aspiriant, LLC2,017$209.9K0.01%+2,017New
Wrapmanager Inc2,013$210.0K0.07%+2,013New
Zullo Investment Group, Inc.2,024$210.6K0.13%+2+0.1%Added
Sovereign Financial Group, Inc.2,027$211.0K0.08%+2,027New
Private Capital Management LLC2,027$211.0K0.07%+2,027New
Edmonds Duncan Registered Investment Advisors, LLC2,030$211.3K0.07%+2,030New
Defender Capital, LLC.2,036$211.9K0.09%+2,036New
Cabot Wealth Management Inc2,035$212.0K0.04%+2,035New
Schechter Investment Advisors, LLC2,042$212.5K0.02%+2,042New
Broderick Brian C2,045$212.8K0.06%+2,045New
Aaron Wealth Advisors2,046$212.9K0.03%+2,046New
Manchester Capital Management LLC2,052$213.6K0.03%−615−23.1%Reduced
Websterrogers Financial Advisors, LLC2,053$213.7K0.10%+2,053New
Dynamic Technology Lab Private Ltd2,061$215.0K0.02%+2,061New
Brown Brothers Harriman & Co2,066$215.0K0.00%00.0%Unchanged
TD Capital Management LLC2,066$215.0K0.03%+66+3.3%Added
SlateStone Wealth, LLC2,070$215.4K0.05%+2,070New
Delta Financial Group, Inc.2,063$216.0K0.10%+2,063New
Eudaimonia Partners, LLC2,081$216.6K0.05%−979−32.0%Reduced
WealthBridge Capital Management, LLC2,084$216.9K0.09%−2,304−52.5%Reduced
Chiron Capital Management, LLC2,089$217.4K0.15%+2,089New
Guardian Capital Advisors LP2,088$217.6K0.02%+2,088New
Hoylecohen, LLC2,100$218.5K0.02%+2,100New
Meredith Wealth Planning2,121$220.8K0.19%+2,121New
Cutter & CO Brokerage, Inc.2,123$220.9K0.07%+2,123New
Ignite Planners, LLC2,033$221.1K0.09%+2,033New
Park National Corp2,125$221.2K0.01%+2,125New
First Eagle Investment Management, LLC2,128$221.5K0.00%+446+26.5%Added
ICA Group Wealth Management, LLC2,153$222.2K0.05%−3,699−63.2%Reduced
Pinnacle Bancorp, Inc.2,144$223.0K0.09%−37−1.7%Reduced
Baldwin Brothers Inc2,143$223.0K0.02%+2,005+1,452.9%Added
Hamilton Capital, LLC2,144$223.1K0.01%+2,144New
Thomasville National Bank2,154$224.0K0.03%+2,154New
Brandywine Global Investment Management, LLC2,160$224.8K0.00%+2,160New
APCM Wealth Management for Individuals2,175$226.4K0.04%+2,175New
Anchor Investment Management, LLC2,178$226.7K0.03%00.0%Unchanged
Ethos Financial Group, LLC2,179$226.8K0.08%+2,179New
Stonnington Group, LLC2,238$227.3K0.06%−90−3.9%Reduced
Hexagon Capital Partners LLC2,187$227.7K0.07%+205+10.3%Added
Tarbox Family Office, Inc.2,191$228.0K0.05%+2,191New
Cadent Capital Advisors, LLC2,196$228.5K0.14%+2,196New
Beaumont Financial Advisors, LLC2,197$228.7K0.02%+2,197New
Shufro Rose & Co LLC2,199$228.9K0.02%+2,199New
Neo Ivy Capital Management2,196$229.0K0.15%+849+63.0%Added
Washington Trust Bank2,201$229.0K0.03%+2,201New
Cross Staff Investments Inc2,209$229.9K0.24%+2,209New
Perennial Investment Advisors, LLC2,217$230.8K0.09%+2,217New
First City Capital Management, Inc.2,221$231.2K0.14%+2,221New
Sterling Investment Advisors, Ltd.2,223$231.4K0.08%−250−10.1%Reduced
Laurel Wealth Advisors LLC2,224$231.5K0.05%−42−1.9%Reduced
Cornerstone Wealth Group, LLC2,224$231.5K0.04%+2,224New
BOK Financial Private Wealth, Inc.2,230$232.1K0.02%00.0%Unchanged
Gilman Hill Asset Management, LLC2,237$232.8K0.05%+2,237New
Compass Financial Advisors LLC2,237$232.9K0.31%+2,237New
Warwick Investment Management, Inc.2,243$233.5K0.10%+2,243New
Resurgent Financial Advisors LLC2,243$233.5K0.12%+2,243New
Aigen Investment Management, LP2,252$234.4K0.03%+2,252New
Donaldson Capital Management, LLC2,254$234.6K0.01%+2,254New
Regal Investment Advisors LLC2,254$234.6K0.02%−1,584−41.3%Reduced
Carmichael Hill & Associates, Inc.2,261$235.3K0.13%+9+0.4%Added
Abacus Wealth Partners, LLC2,274$236.7K0.08%+2,274New
Focus Financial Network, Inc.2,274$236.7K0.02%+2,274New
Hazlett, Burt & Watson, Inc.2,279$237.0K0.21%+6+0.3%Added
Woodley Farra Manion Portfolio Management Inc2,294$238.8K0.02%+2,294New
Pinnacle Family Advisors, LLC2,297$239.1K0.17%+2,297New
Liberty Capital Management, Inc.2,302$239.6K0.08%+2,302New
Cooper Financial Group2,302$239.6K0.07%+2,302New
Principal Street Partners, LLC2,304$239.8K0.06%+2,304New
Saxon Interests, Inc.2,354$240.1K0.14%00.0%Unchanged
Canal Capital Management, LLC2,308$240.2K0.06%+2,308New
Covenant Asset Management, LLC2,310$240.4K0.09%+2,310New
TCI Wealth Advisors, Inc.2,312$240.6K0.03%−85−3.5%Reduced
Folger Nolan Fleming Douglas Capital Management, Inc2,325$242.0K0.03%+2,325New
Dumont & Blake Investment Advisors LLC2,322$242.0K0.09%+2,322New
Hurlow Wealth Management Group, Inc.2,334$242.9K0.13%+2,334New
SageView Advisory Group, LLC2,337$243.2K0.02%+2,337New
SkyOak Wealth, LLC2,340$243.5K0.08%+2,340New
Foundations Investment Advisors, LLC2,341$243.7K0.01%−949−28.8%Reduced
Azimuth Capital Investment Management LLC2,349$244.5K0.01%+2,349New
Stokes Family Office, LLC2,353$244.9K0.03%+2,353New
Marietta Investment Partners LLC2,360$245.6K0.07%00.0%Unchanged
Greenfield Savings Bank2,360$245.6K0.16%+2,360New
First Business Financial Services, Inc.2,380$248.0K0.03%+2,380New
Burke & Herbert Bank & Trust Co2,394$249.0K0.19%+2,394New
Wade G W & Inc2,394$249.0K0.01%+2,394New
Ipswich Investment Management Co., Inc.2,400$249.8K0.07%+2,400New
W.G. Shaheen & Associates DBA Whitney & Co2,400$249.8K0.05%+2,400New
Aries Wealth Management2,403$250.1K0.11%00.0%Unchanged
TCWP LLC2,409$250.8K0.05%−262−9.8%Reduced
M Holdings Securities, Inc.2,420$252.0K0.03%+2,420New
Measured Wealth Private Client Group, LLC2,430$252.9K0.10%+2,430New
Abacus Planning Group, Inc.2,430$252.9K0.07%−1,000−29.2%Reduced
Hennion & Walsh Asset Management, Inc.2,429$253.0K0.02%−1,218−33.4%Reduced
Brooks, Moore & Associates, Inc.2,429$253.0K0.18%+2,429New
Denver Wealth Management, Inc.2,433$253.0K0.19%+2,433New
Modera Wealth Management, LLC2,432$253.1K0.01%+2,432New
B&D White Capital Company, LLC2,432$253.1K0.09%+2,432New
Jones Financial Companies LLLP2,443$254.0K0.00%+43+1.8%Added