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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 3,119 | $324.6K | 0.13% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $326.0K | 0.22% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,150 | $327.9K | 0.15% | −50−1.6% | Reduced |
| E&G Advisors, LP | 3,152 | $328.1K | 0.12% | +100+3.3% | Added |
| First National Bank Sioux Falls | 3,184 | $331.4K | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,191 | $332.1K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,200 | $333.0K | 0.01% | −606−15.9% | Reduced |
| Change Path, LLC | 3,227 | $335.0K | 0.02% | +372+13.0% | Added |
| Shell Asset Management Co | 3,220 | $335.0K | 0.01% | +2,664+479.1% | Added |
| First Interstate Bank | 3,236 | $336.0K | 0.02% | −125−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,244 | $337.6K | 0.03% | +38+1.2% | Added |
| Blue Edge Capital, LLC | 3,258 | $339.1K | 0.08% | +3+0.1% | Added |
| Tanager Wealth Management LLP | 3,271 | $340.4K | 0.09% | +184+6.0% | Added |
| Chilton Capital Management LLC | 3,277 | $341.0K | 0.02% | +309+10.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,278 | $341.2K | 0.03% | −40−1.2% | Reduced |
| Spinnaker Trust | 3,308 | $344.0K | 0.03% | −133−3.9% | Reduced |
| Excalibur Management Corp | 3,322 | $345.8K | 0.18% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,327 | $346.0K | 0.02% | +84+2.6% | Added |
| GHP Investment Advisors, Inc. | 3,331 | $346.7K | 0.02% | −200−5.7% | Reduced |
| Gamble Jones Investment Counsel | 3,334 | $347.0K | 0.03% | +2+0.1% | Added |
| Allen Investment Management LLC | 3,342 | $347.8K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,356 | $349.2K | 0.12% | −126−3.6% | Reduced |
| Sentry Investment Management LLC | 3,361 | $350.0K | 0.15% | +164+5.1% | Added |
| Brighton Jones LLC | 3,369 | $350.7K | 0.02% | +478+16.5% | Added |
| Townsend Asset Management Corp | 3,374 | $351.2K | 0.18% | +3,374 | New |
| Avantax Planning Partners, Inc. | 3,388 | $352.6K | 0.01% | −565−14.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,396 | $353.4K | 0.03% | −188−5.2% | Reduced |
| OneAscent Financial Services LLC | 3,416 | $356.0K | 0.15% | −459−11.8% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $356.0K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $357.0K | 0.19% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $357.9K | 0.01% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,440 | $358.0K | 0.45% | +3,440 | New |
| CoreFirst Bank & Trust | 3,443 | $358.3K | 0.27% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,497 | $358.5K | 0.19% | −860−19.7% | Reduced |
| Gryphon Financial Partners LLC | 3,448 | $358.8K | 0.09% | −7−0.2% | Reduced |
| Proequities, Inc. | 3,464 | $360.6K | 0.03% | +94+2.8% | Added |
| Financial Partners Group, LLC | 3,471 | $361.3K | 0.21% | +3,471 | New |
| Waldron Private Wealth LLC | 4,485 | $362.0K | 0.02% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,332 | $363.0K | 0.53% | +45+1.0% | Added |
| Deuterium Capital Management, LLC | 3,489 | $363.1K | 1.08% | +3,489 | New |
| Tributary Capital Management, LLC | 3,500 | $364.0K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,502 | $364.5K | 0.02% | +3,502 | New |
| Athena Investment Management | 3,509 | $365.2K | 0.27% | +86+2.5% | Added |
| Jennison Associates LLC | 3,526 | $367.0K | 0.00% | +3,526 | New |
| Ballew Advisors, Inc | 3,570 | $367.2K | 0.28% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,762 | $367.7K | 0.04% | +2,762 | New |
| CoreCap Advisors, LLC | 3,537 | $368.1K | 0.03% | +3,537 | New |
| Harbor Advisors LLC | 3,541 | $368.5K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,541 | $368.5K | 0.10% | +453+14.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $369.4K | 0.00% | −1,150−24.5% | Reduced |
| Old Point Trust & Financial Services N A | 3,603 | $375.0K | 0.17% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,619 | $376.6K | 0.03% | −2,596−41.8% | Reduced |
| Ballentine Partners, LLC | 3,621 | $376.9K | 0.01% | −84−2.3% | Reduced |
| HNP Capital LLC | 3,628 | $377.6K | 0.11% | +100+2.8% | Added |
| Spinnaker Investment Group, LLC | 3,630 | $377.8K | 0.13% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,628 | $378.0K | 0.10% | +100+2.8% | Added |
| Investors Asset Management of Georgia Inc | 3,652 | $380.1K | 0.20% | 00.0% | Unchanged |
| ING Groep NV | 3,659 | $380.8K | 0.00% | +3,659 | New |
| Beaird Harris Wealth Management, LLC | 3,660 | $380.9K | 0.07% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,667 | $381.7K | 0.08% | +238+6.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,673 | $382.3K | 0.01% | +132+3.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,684 | $383.5K | 0.04% | −396−9.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,690 | $384.1K | 0.02% | −163−4.2% | Reduced |
| Corbyn Investment Management Inc | 3,714 | $386.6K | 0.15% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,722 | $387.0K | 0.00% | +171+4.8% | Added |
| Welch Group, LLC | 3,725 | $387.7K | 0.02% | +24+0.6% | Added |
| Foster & Motley Inc | 3,733 | $389.0K | 0.03% | +11+0.3% | Added |
| Relative Value Partners Group, LLC | 3,747 | $390.0K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,750 | $390.3K | 0.21% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,763 | $391.6K | 0.06% | +4+0.1% | Added |
| Montecito Bank & Trust | 3,770 | $392.0K | 0.10% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,767 | $392.0K | 0.45% | +190+5.3% | Added |
| Eqis Capital Management, Inc. | 3,800 | $395.5K | 0.04% | −265−6.5% | Reduced |
| Callahan Advisors, LLC | 3,800 | $395.5K | 0.05% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,813 | $396.9K | 0.13% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 3,830 | $399.0K | 0.55% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,835 | $399.1K | 0.16% | +3,835 | New |
| Powers Advisory Group, LLC | 3,836 | $399.3K | 0.29% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,836 | $399.3K | 0.03% | −61−1.6% | Reduced |
| Ethic Inc. | 3,840 | $399.7K | 0.02% | +759+24.6% | Added |
| Capital Investment Advisory Services, LLC | 3,840 | $399.7K | 0.05% | +619+19.2% | Added |
| AlphaCentric Advisors LLC | 3,843 | $400.0K | 0.40% | +2,501+186.4% | Added |
| Gallacher Capital Management LLC | 3,845 | $400.2K | 0.24% | +3,845 | New |
| TD Ameritrade Investment Management, LLC | 3,856 | $401.0K | 0.00% | −1,370−26.2% | Reduced |
| KCM Investment Advisors LLC | 3,850 | $401.0K | 0.02% | +3,850 | New |
| AdvisorShares Investments LLC | 3,860 | $401.7K | 0.11% | +3,860 | New |
| Advisors Capital Management, LLC | 3,860 | $402.0K | 0.01% | +1,684+77.4% | Added |
| Washington Trust Co | 3,864 | $402.2K | 0.02% | −900−18.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,890 | $404.9K | 0.01% | +128+3.4% | Added |
| Sunbelt Securities, Inc. | 3,899 | $405.8K | 0.08% | +9+0.2% | Added |
| Wedgewood Investors Inc | 3,899 | $405.8K | 0.53% | 00.0% | Unchanged |
| Next Capital Management LLC | 3,904 | $406.0K | 0.22% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,898 | $406.0K | 0.00% | +40+1.0% | Added |
| JT Stratford LLC | 3,910 | $407.0K | 0.13% | +20+0.5% | Added |
| Callan Capital, LLC | 3,912 | $407.2K | 0.05% | +1,289+49.1% | Added |
| Lindbrook Capital, LLC | 3,924 | $408.4K | 0.05% | +920+30.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,952 | $411.3K | 0.06% | +660+20.0% | Added |
| Vise Technologies, Inc. | 3,956 | $411.7K | 0.13% | +3,956 | New |
| Laurel Wealth Advisors, Inc. | 3,959 | $412.0K | 0.04% | −365−8.4% | Reduced |
| SYSTM Wealth Solutions LLC | 3,965 | $412.7K | 0.05% | +3,965 | New |