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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,442 | $254.2K | 0.07% | +2,442 | New |
| Greytown Advisors Inc. | 2,443 | $254.3K | 0.14% | +2,443 | New |
| Allegheny Financial Group LTD | 2,444 | $254.4K | 0.11% | +2,444 | New |
| Montag A & Associates Inc | 2,454 | $255.4K | 0.02% | +45+1.9% | Added |
| Disciplined Investments, LLC | 2,459 | $255.9K | 0.13% | −43,422−94.6% | Reduced |
| Beach Investment Counsel Inc | 2,460 | $256.0K | 0.03% | +2,460 | New |
| Harbour Investments, Inc. | 2,462 | $256.2K | 0.02% | −46−1.8% | Reduced |
| Apriem Advisors | 2,462 | $256.2K | 0.04% | +2,462 | New |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $256.9K | 0.05% | +2,468 | New |
| Greenwood Gearhart Inc | 2,470 | $257.1K | 0.04% | +2,470 | New |
| Bray Capital Advisors | 2,482 | $258.4K | 0.08% | +16+0.6% | Added |
| Acima Private Wealth, LLC | 2,500 | $260.2K | 0.13% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,512 | $261.0K | 0.10% | +2,512 | New |
| X-Square Capital, LLC | 2,522 | $262.0K | 0.15% | +13+0.5% | Added |
| First Financial Bank - Trust Division | 2,527 | $263.0K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $263.0K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,532 | $263.5K | 0.11% | −2,426−48.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $263.5K | 0.02% | 00.0% | Unchanged |
| Bell Bank | 2,541 | $264.5K | 0.03% | 00.0% | Unchanged |
| Leisure Capital Management | 2,542 | $264.5K | 0.14% | +2,542 | New |
| Evoke Wealth, LLC | 2,542 | $264.6K | 0.01% | +26+1.0% | Added |
| MAS Advisors LLC | 2,550 | $265.4K | 0.25% | +2,550 | New |
| Davidson Trust Co | 2,551 | $265.5K | 0.23% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,552 | $265.6K | 0.19% | −100−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,558 | $266.2K | 0.06% | −60−2.3% | Reduced |
| Port Capital LLC | 2,568 | $267.0K | 0.02% | −236−8.4% | Reduced |
| Moller Financial Services | 2,568 | $267.3K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,577 | $268.0K | 0.17% | −3,986−60.7% | Reduced |
| Pflug Koory, LLC | 2,576 | $268.0K | 0.15% | −119−4.4% | Reduced |
| Brainard Capital Management LLC | 2,576 | $268.2K | 0.23% | +2,576 | New |
| MONECO Advisors, LLC | 2,582 | $268.7K | 0.10% | −696−21.2% | Reduced |
| Chemung Canal Trust Co | 2,584 | $269.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,592 | $270.0K | 0.01% | +2,592 | New |
| Dodge & Cox | 2,600 | $270.6K | 0.00% | −1,000−27.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,605 | $271.1K | 0.11% | 00.0% | Unchanged |
| Fluent Financial, LLC | 2,613 | $272.0K | 0.16% | −29,900−92.0% | Reduced |
| Advus Financial Partners, LLC | 2,631 | $273.8K | 0.12% | +93+3.7% | Added |
| Jmac Enterprises LLC | 2,635 | $274.3K | 0.08% | −800−23.3% | Reduced |
| KLCM Advisors, Inc. | 2,637 | $274.5K | 0.06% | +146+5.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,639 | $274.7K | 0.08% | +6+0.2% | Added |
| HCR Wealth Advisors | 2,644 | $275.2K | 0.06% | −427−13.9% | Reduced |
| Stiles Financial Services Inc | 2,647 | $275.5K | 0.16% | −260−8.9% | Reduced |
| NorthRock Partners, LLC | 2,657 | $276.5K | 0.03% | +2,657 | New |
| IFG Advisory, LLC | 2,663 | $277.0K | 0.03% | −82−3.0% | Reduced |
| Tiedemann Advisors, LLC | 2,666 | $277.5K | 0.01% | +27+1.0% | Added |
| Dover Advisors, LLC | 2,669 | $277.8K | 0.30% | +2,669 | New |
| Plancorp, LLC | 2,669 | $277.8K | 0.02% | +68+2.6% | Added |
| Monetary Management Group Inc | 2,677 | $278.6K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 2,682 | $279.2K | 0.02% | +2,682 | New |
| Douglass Winthrop Advisors, LLC | 2,693 | $280.0K | 0.01% | −32−1.2% | Reduced |
| Canvas Wealth Advisors, LLC | 2,728 | $280.2K | 0.12% | +182+7.1% | Added |
| Thompson Siegel & Walmsley LLC | 2,699 | $281.0K | 0.00% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $282.1K | 0.11% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,715 | $282.6K | 0.02% | +2,715 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,718 | $282.9K | 0.01% | −881−24.5% | Reduced |
| Wedmont Private Capital | 2,680 | $283.3K | 0.04% | +2,680 | New |
| SBB Research Group LLC | 2,724 | $283.5K | 0.41% | +24+0.9% | Added |
| Renasant Bank | 2,724 | $283.6K | 0.21% | +2,724 | New |
| Angeles Wealth Management, LLC | 2,726 | $283.7K | 0.05% | +35+1.3% | Added |
| Staley Capital Advisers Inc | 2,740 | $285.0K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,744 | $286.0K | 0.15% | −180−6.2% | Reduced |
| LBMC Investment Advisors, LLC | 2,755 | $286.7K | 0.03% | +10.0% | Added |
| BancorpSouth Bank | 2,757 | $286.9K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,764 | $287.6K | 0.01% | +2,764 | New |
| Basso Capital Management, L.P. | 2,787 | $290.1K | 0.31% | +2,787 | New |
| Parsec Financial Management, Inc. | 2,799 | $291.3K | 0.01% | +2,799 | New |
| IVC Wealth Advisors LLC | 2,815 | $293.0K | 0.22% | +68+2.5% | Added |
| Ambassador Advisors, LLC | 2,833 | $294.9K | 0.06% | +283+11.1% | Added |
| Venturi Wealth Management, LLC | 2,839 | $295.5K | 0.03% | +2,839 | New |
| Shelton Capital Management | 2,852 | $296.8K | 0.03% | −21,361−88.2% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,863 | $298.0K | 0.28% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,868 | $298.5K | 0.24% | +281+10.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,880 | $299.8K | 0.03% | −320−10.0% | Reduced |
| Green Square Capital Advisors LLC | 2,886 | $300.4K | 0.04% | −22,629−88.7% | Reduced |
| LCNB Corp | 2,923 | $304.2K | 0.14% | +310+11.9% | Added |
| Quilter Plc | 2,928 | $304.7K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,929 | $304.9K | 0.04% | −6−0.2% | Reduced |
| Strategic Blueprint, LLC | 2,944 | $306.4K | 0.04% | +2,944 | New |
| Atlas Capital Advisors LLC | 2,951 | $307.1K | 0.05% | +218+8.0% | Added |
| Sawtooth Solutions, LLC | 2,952 | $307.2K | 0.04% | +193+7.0% | Added |
| First National Bank of South Miami | 2,961 | $308.0K | 0.23% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $312.2K | 0.29% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,013 | $313.0K | 0.01% | −2,000−39.9% | Reduced |
| Drive Wealth Management, LLC | 3,014 | $313.7K | 0.16% | −4,421−59.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 3,016 | $313.9K | 0.26% | +3,016 | New |
| SFMG, LLC | 3,029 | $315.3K | 0.03% | −92−2.9% | Reduced |
| Community Bank of Raymore | 3,032 | $315.6K | 0.12% | +3,032 | New |
| Magnus Financial Group LLC | 3,042 | $316.6K | 0.05% | +307+11.2% | Added |
| Rossmore Private Capital | 3,064 | $318.9K | 0.05% | +140+4.8% | Added |
| Jacobs & Co | 3,066 | $319.0K | 0.04% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,065 | $319.0K | 0.07% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,067 | $319.2K | 0.10% | −285−8.5% | Reduced |
| Trust Co of Vermont | 3,067 | $319.2K | 0.02% | −133−4.2% | Reduced |
| Kanawha Capital Management LLC | 3,074 | $320.0K | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,092 | $321.8K | 0.04% | +225+7.8% | Added |
| West Paces Advisors Inc. | 3,094 | $322.0K | 0.10% | +93+3.1% | Added |
| Personal Capital Advisors Corp | 3,098 | $322.4K | 0.00% | −950−23.5% | Reduced |
| Buckingham Strategic Partners | 3,098 | $322.5K | 0.02% | −2,016−39.4% | Reduced |
| Arabesque Asset Management Ltd | 3,100 | $322.6K | 0.11% | +3,100 | New |
| TrinityPoint Wealth, LLC | 3,100 | $322.7K | 0.07% | +202+7.0% | Added |