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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 3,969 | $413.1K | 0.12% | +3,969 | New |
| Investment Management Corp of Ontario | 3,970 | $413.2K | 0.02% | +3,970 | New |
| Roundview Capital LLC | 3,978 | $414.0K | 0.05% | +278+7.5% | Added |
| Wilkins Investment Counsel Inc | 3,989 | $415.0K | 0.11% | 00.0% | Unchanged |
| U S Global Investors Inc | 4,000 | $416.3K | 0.02% | −2,500−38.5% | Reduced |
| Trust Co of Oklahoma | 4,016 | $418.0K | 0.17% | +164+4.3% | Added |
| John G Ullman & Associates Inc | 4,028 | $419.0K | 0.07% | +18+0.4% | Added |
| FineMark National Bank & Trust | 4,051 | $421.6K | 0.02% | −900−18.2% | Reduced |
| David Loasby | 4,165 | $422.4K | 0.06% | +4,165 | New |
| Field & Main Bank | 4,077 | $424.3K | 0.27% | +25+0.6% | Added |
| Mayflower Financial Advisors, LLC | 4,086 | $425.3K | 0.06% | −177−4.2% | Reduced |
| Spire Wealth Management | 4,092 | $426.0K | 0.02% | +441+12.1% | Added |
| Brandywine Oak Private Wealth LLC | 4,104 | $427.1K | 0.05% | −1,073−20.7% | Reduced |
| Siemens Fonds Invest GmbH | 4,127 | $429.5K | 0.04% | −627−13.2% | Reduced |
| Dividend Assets Capital, LLC | 4,133 | $430.0K | 0.09% | −600−12.7% | Reduced |
| Vanguard Capital Wealth Advisors | 4,140 | $430.9K | 0.50% | −2,445−37.1% | Reduced |
| Your Advocates Ltd., LLP | 4,173 | $434.3K | 0.25% | +667+19.0% | Added |
| SignalPoint Asset Management, LLC | 4,195 | $437.0K | 0.15% | +19+0.5% | Added |
| Weik Capital Management | 4,220 | $439.0K | 0.21% | −370−8.1% | Reduced |
| Sutton Wealth Advisors Inc. | 4,228 | $440.1K | 0.17% | 00.0% | Unchanged |
| Insight Folios Inc | 4,246 | $441.9K | 0.20% | +80+1.9% | Added |
| First Western Trust Bank | 4,253 | $442.7K | 0.03% | +4,253 | New |
| Hanson & Doremus Investment Management | 4,280 | $445.0K | 0.10% | +354+9.0% | Added |
| Blackston Financial Advisory Group, LLC | 4,287 | $446.0K | 0.32% | +184+4.5% | Added |
| Money Concepts Capital Corp | 4,318 | $449.4K | 0.02% | +3,298+323.3% | Added |
| Pitcairn Co | 4,320 | $449.6K | 0.04% | −112−2.5% | Reduced |
| Chicago Trust Co NA | 4,334 | $451.0K | 0.11% | +606+16.3% | Added |
| Evergreen Capital Management LLC | 4,334 | $451.1K | 0.02% | +134+3.2% | Added |
| Campbell & CO Investment Adviser LLC | 4,357 | $453.5K | 0.11% | −1,740−28.5% | Reduced |
| Austin Private Wealth, LLC | 4,366 | $454.4K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,371 | $454.9K | 0.05% | +181+4.3% | Added |
| Roberts Glore & Co Inc | 4,377 | $455.6K | 0.16% | −300−6.4% | Reduced |
| Segment Wealth Management, LLC | 4,378 | $455.6K | 0.05% | +285+7.0% | Added |
| Strategy Asset Managers LLC | 4,397 | $458.0K | 0.12% | −4−0.1% | Reduced |
| Estabrook Capital Management | 4,404 | $458.4K | 0.08% | −29−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 4,412 | $459.2K | 0.05% | −210−4.5% | Reduced |
| Means Investment Co., Inc. | 4,414 | $459.4K | 0.09% | +20.0% | Added |
| Naviter Wealth, LLC | 4,296 | $459.7K | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,420 | $460.0K | 0.20% | +835+23.3% | Added |
| Pinnacle Financial Partners Inc | 4,422 | $460.2K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 4,428 | $460.9K | 0.01% | −12−0.3% | Reduced |
| Cookson Peirce & Co Inc | 4,459 | $464.0K | 0.03% | +575+14.8% | Added |
| WP Advisors, LLC | 4,477 | $466.0K | 0.21% | +94+2.1% | Added |
| Intrinsic Value Partners, LLC | 4,484 | $467.0K | 0.64% | −345−7.1% | Reduced |
| Arete Wealth Advisors, LLC | 4,490 | $467.3K | 0.04% | −51−1.1% | Reduced |
| Acropolis Investment Management, LLC | 4,504 | $468.8K | 0.04% | +11+0.2% | Added |
| Private Portfolio Partners LLC | 4,539 | $472.4K | 0.12% | +5+0.1% | Added |
| Financial Advisory Service, Inc. | 4,554 | $474.0K | 0.05% | −30−0.7% | Reduced |
| Aldebaran Financial Inc. | 4,565 | $475.1K | 0.53% | −300−6.2% | Reduced |
| Nwam LLC | 4,579 | $476.6K | 0.04% | −2,069−31.1% | Reduced |
| Orleans Capital Management Corp | 4,580 | $476.7K | 0.36% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,584 | $477.1K | 0.41% | −26−0.6% | Reduced |
| Verity Asset Management, Inc. | 4,615 | $480.3K | 0.41% | −921−16.6% | Reduced |
| LVM Capital Management Ltd | 4,625 | $481.0K | 0.07% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,644 | $483.3K | 0.36% | 00.0% | Unchanged |
| Coastline Trust Co | 4,650 | $484.0K | 0.07% | −101−2.1% | Reduced |
| Private Trust Co NA | 4,671 | $486.0K | 0.07% | −269−5.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,686 | $487.7K | 0.05% | +258+5.8% | Added |
| Successful Portfolios LLC | 4,690 | $488.0K | 0.32% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,688 | $488.0K | 0.01% | +1,453+44.9% | Added |
| Lingohr & Partner Asset Management GmbH | 4,700 | $489.0K | 1.37% | 00.0% | Unchanged |
| Lincoln Capital LLC | 4,704 | $489.6K | 0.14% | −38−0.8% | Reduced |
| Vaughan David Investments LLC | 4,756 | $495.0K | 0.01% | −100−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,169 | $498.0K | 0.01% | +1,943+46.0% | Added |
| Chicago Partners Investment Group LLC | 4,887 | $499.8K | 0.03% | +34+0.7% | Added |
| Ausdal Financial Partners, Inc. | 4,814 | $501.0K | 0.07% | +264+5.8% | Added |
| Groesbeck Investment Management Corp | 4,836 | $503.0K | 0.84% | −910−15.8% | Reduced |
| Symphony Financial, Ltd. Co. | 4,999 | $503.3K | 0.13% | −7,127−58.8% | Reduced |
| Thrive Wealth Management, LLC | 4,846 | $504.4K | 0.14% | −5−0.1% | Reduced |
| ARS Investment Partners, LLC | 4,850 | $504.8K | 0.07% | −14,905−75.4% | Reduced |
| Gofen & Glossberg LLC | 4,849 | $505.0K | 0.01% | +8+0.2% | Added |
| EP Wealth Advisors, LLC | 4,870 | $506.8K | 0.01% | +4,870 | New |
| Jackson Hole Capital Partners, LLC | 4,874 | $507.3K | 0.15% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,894 | $509.4K | 0.12% | +50+1.0% | Added |
| CWA Asset Management Group, LLC | 4,948 | $515.0K | 0.04% | +725+17.2% | Added |
| Beacon Investment Advisors LLC | 4,994 | $519.8K | 0.43% | +4,994 | New |
| Whittier Trust Co of Nevada Inc | 5,006 | $521.0K | 0.02% | −34−0.7% | Reduced |
| Whitener Capital Management, Inc. | 5,026 | $523.2K | 0.23% | +103+2.1% | Added |
| Schnieders Capital Management LLC | 5,058 | $526.4K | 0.12% | +2,500+97.7% | Added |
| AIA Group Ltd | 5,066 | $527.3K | 0.03% | +5,066 | New |
| Benjamin Edwards Inc | 5,071 | $528.0K | 0.14% | +461+10.0% | Added |
| Garrison Point Advisors, LLC | 5,075 | $528.2K | 0.43% | −30−0.6% | Reduced |
| Weaver Consulting Group | 5,095 | $530.3K | 0.27% | −100−1.9% | Reduced |
| Unigestion Holding SA | 5,094 | $530.3K | 0.03% | −1,662−24.6% | Reduced |
| Flputnam Investment Management Co | 5,114 | $532.3K | 0.02% | +211+4.3% | Added |
| NorthCrest Asset Manangement, LLC | 5,140 | $535.0K | 0.03% | −16,839−76.6% | Reduced |
| Mill Capital Management, LLC | 5,145 | $535.5K | 0.06% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,150 | $536.0K | 0.01% | −100−1.9% | Reduced |
| Schear Investment Advisers, LLC | 5,156 | $536.6K | 0.66% | +5,156 | New |
| Allworth Financial LP | 5,160 | $537.1K | 0.01% | +1,203+30.4% | Added |
| Inlet Private Wealth, LLC | 5,162 | $537.2K | 0.14% | +19+0.4% | Added |
| KLR Investment Advisors, LLC | 5,172 | $538.3K | 0.44% | +5,172 | New |
| OneAscent Wealth Management LLC | 5,192 | $540.0K | 0.25% | +307+6.3% | Added |
| EverSource Wealth Advisors, LLC | 5,189 | $540.1K | 0.08% | −2,258−30.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,203 | $541.5K | 0.13% | +577+12.5% | Added |
| PFG Advisors | 5,227 | $544.0K | 0.05% | −16−0.3% | Reduced |
| Vantage Consulting Group Inc | 5,231 | $544.4K | 0.32% | −972−15.7% | Reduced |
| Syntax Advisors, LLC | 5,231 | $544.4K | 0.45% | −972−15.7% | Reduced |
| Gamco Investors, Inc. Et Al | 5,233 | $544.7K | 0.01% | −1,089−17.2% | Reduced |
| Institutional & Family Asset Management, LLC | 5,239 | $545.3K | 0.09% | 00.0% | Unchanged |