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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 5,252 | $546.6K | 0.13% | +5,252 | New |
| Fisher Asset Management, LLC | 5,325 | $554.0K | 0.00% | +891+20.1% | Added |
| First National Advisers, LLC | 5,342 | $556.0K | 0.71% | +534+11.1% | Added |
| Personal Cfo Solutions, LLC | 5,348 | $556.7K | 0.12% | +317+6.3% | Added |
| Stockman Wealth Management, Inc. | 5,361 | $557.9K | 0.13% | −382−6.7% | Reduced |
| Mission Wealth Management, LP | 5,362 | $558.1K | 0.03% | −1,567−22.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,363 | $558.2K | 0.02% | +2,796+108.9% | Added |
| Kovack Advisors, Inc. | 5,379 | $559.9K | 0.08% | +303+6.0% | Added |
| We Are One Seven, LLC | 5,387 | $560.6K | 0.06% | +1,383+34.5% | Added |
| Campion Asset Management LLC | 5,421 | $564.2K | 0.55% | −175−3.1% | Reduced |
| Regent Investment Management LLC | 5,475 | $570.0K | 0.15% | +50+0.9% | Added |
| Wealthcare Advisory Partners LLC | 5,479 | $570.2K | 0.03% | +1,777+48.0% | Added |
| Waddell & Associates, LLC | 5,490 | $571.4K | 0.10% | −48−0.9% | Reduced |
| Outfitter Financial LLC | 5,500 | $572.4K | 0.52% | 00.0% | Unchanged |
| MJP Associates Inc | 5,509 | $573.3K | 0.17% | +1,304+31.0% | Added |
| Cambridge Trust Co | 5,632 | $586.0K | 0.03% | +306+5.7% | Added |
| Weatherly Asset Management L. P. | 5,664 | $589.5K | 0.08% | −21−0.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $589.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,680 | $591.0K | 0.11% | +400+7.6% | Added |
| Centaurus Financial, Inc. | 5,690 | $592.0K | 0.06% | +294+5.4% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $593.6K | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 5,716 | $594.9K | 0.21% | −4−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,728 | $596.2K | 0.06% | −1,657−22.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,728 | $596.2K | 0.04% | +124+2.2% | Added |
| Comerica Securities,inc. | 5,743 | $597.8K | 0.04% | +1,126+24.4% | Added |
| Doheny Asset Management | 5,747 | $598.0K | 0.69% | −2,107−26.8% | Reduced |
| Aptus Capital Advisors, LLC | 5,757 | $599.2K | 0.02% | +295+5.4% | Added |
| Equitable Holdings, Inc. | 5,766 | $600.1K | 0.01% | −207−3.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,772 | $600.8K | 0.12% | +1,560+37.0% | Added |
| Legacy Financial Advisors, Inc. | 5,820 | $605.7K | 0.13% | +1,034+21.6% | Added |
| Baker Tilly Wealth Management, LLC | 5,836 | $607.4K | 0.07% | +50+0.9% | Added |
| Citizens Financial Group Inc | 5,841 | $607.9K | 0.02% | −1,400−19.3% | Reduced |
| Cigna Investments Inc | 5,843 | $608.0K | 0.13% | −50−0.8% | Reduced |
| National Wealth Management Group, LLC | 5,846 | $608.5K | 0.73% | +5,846 | New |
| Patron Partners Advisors, LLC | 5,851 | $609.0K | 0.46% | +50+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,883 | $612.3K | 0.11% | +72+1.2% | Added |
| Roof Eidam & Maycock | 5,910 | $615.1K | 0.22% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,921 | $616.2K | 0.15% | +6+0.1% | Added |
| J2 Capital Management Inc | 5,960 | $620.3K | 1.06% | +193+3.3% | Added |
| Integrated Advisors Network LLC | 5,973 | $621.7K | 0.04% | +84+1.4% | Added |
| Charter Trust Co | 5,985 | $622.9K | 0.05% | −596−9.1% | Reduced |
| Worth Financial Advisory Group, LLC | 5,991 | $623.5K | 0.72% | +5,991 | New |
| Palisade Asset Management, LLC | 5,992 | $623.6K | 0.07% | −332−5.2% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $626.7K | 0.12% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,038 | $628.4K | 0.21% | +20.0% | Added |
| Peoples Financial Services Corp. | 6,060 | $630.7K | 0.30% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,061 | $630.8K | 0.06% | −400−6.2% | Reduced |
| Essex Financial Services, Inc. | 6,070 | $631.0K | 0.07% | +28+0.5% | Added |
| Mystic Asset Management, Inc. | 6,069 | $631.7K | 0.36% | −3,075−33.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,098 | $634.7K | 0.42% | −1,310−17.7% | Reduced |
| Bennicas & Associates, Inc. | 6,100 | $634.9K | 0.37% | −100−1.6% | Reduced |
| Wahed Invest LLC | 6,117 | $636.7K | 0.33% | +573+10.3% | Added |
| Matthew Goff Investment Advisor, LLC | 6,135 | $638.5K | 0.17% | −2,056−25.1% | Reduced |
| Confluence Wealth Services, Inc. | 6,147 | $639.8K | 0.17% | +10.0% | Added |
| Busey Wealth Management | 6,154 | $640.5K | 0.03% | +2,135+53.1% | Added |
| Ahrens Investment Partners LLC | 6,159 | $641.0K | 0.29% | +2,155+53.8% | Added |
| Stegent Equity Advisors, Inc. | 6,162 | $641.3K | 0.77% | +6,162 | New |
| IHT Wealth Management, LLC | 6,174 | $642.6K | 0.04% | +18+0.3% | Added |
| Symmetry Partners, LLC | 6,174 | $643.0K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,183 | $643.5K | 0.01% | +50+0.8% | Added |
| Valley Brook Capital Group | 6,199 | $645.2K | 0.62% | +167+2.8% | Added |
| Clarius Group, LLC | 6,209 | $646.0K | 0.06% | +30.0% | Added |
| Clearstead Advisors, LLC | 6,211 | $646.4K | 0.05% | −650−9.5% | Reduced |
| Whittier Trust Co | 6,254 | $650.9K | 0.01% | +1,490+31.3% | Added |
| American Financial Group Inc | 6,250 | $651.0K | 0.22% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 6,267 | $652.3K | 0.11% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,319 | $657.7K | 0.05% | +6,319 | New |
| Perigon Wealth Management, LLC | 6,331 | $658.9K | 0.04% | +1,832+40.7% | Added |
| Westbourne Investment Advisors, Inc. | 6,371 | $663.0K | 0.33% | −950−13.0% | Reduced |
| Meeder Advisory Services, Inc. | 6,380 | $664.0K | 0.08% | +6,380 | New |
| Old National Bancorp | 6,393 | $665.0K | 0.02% | −561−8.1% | Reduced |
| Argent Trust Co | 6,409 | $667.0K | 0.04% | +100+1.6% | Added |
| South Street Advisors LLC | 6,420 | $668.2K | 0.15% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6,435 | $669.7K | 0.07% | −1,224−16.0% | Reduced |
| Westhampton Capital, LLC | 6,453 | $671.6K | 0.45% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,454 | $671.7K | 0.07% | −285−4.2% | Reduced |
| Savant Capital, LLC | 6,625 | $674.6K | 0.02% | +213+3.3% | Added |
| Childress Capital Advisors, LLC | 6,486 | $675.1K | 0.22% | +13+0.2% | Added |
| WSFS Capital Management, LLC | 6,487 | $675.2K | 0.07% | +6,487 | New |
| Ameritas Advisory Services, LLC | 6,490 | $675.5K | 0.03% | +2,374+57.7% | Added |
| Miller Investment Management, LP | 6,500 | $676.5K | 0.12% | 00.0% | Unchanged |
| Chelsea Counsel Co | 6,629 | $689.9K | 0.34% | −175−2.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,686 | $695.9K | 0.37% | −10−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 6,717 | $699.0K | 0.08% | +20.0% | Added |
| Park Place Capital Corp | 6,760 | $704.0K | 0.20% | +6,760 | New |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $720.8K | 0.53% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,939 | $722.0K | 0.50% | +35+0.5% | Added |
| Hilltop Holdings Inc. | 6,954 | $723.7K | 0.09% | +120+1.8% | Added |
| Cladis Investment Advisory, LLC | 6,970 | $725.4K | 0.72% | 00.0% | Unchanged |
| Sandy Spring Bank | 7,005 | $729.1K | 0.04% | +485+7.4% | Added |
| Hudson Valley Investment Advisors Inc | 7,010 | $729.6K | 0.11% | −336−4.6% | Reduced |
| Signaturefd, LLC | 7,026 | $731.3K | 0.02% | +833+13.5% | Added |
| Aull & Monroe Investment Management Corp | 7,077 | $736.6K | 0.37% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 7,102 | $739.1K | 0.22% | +3,303+86.9% | Added |
| J.W. Cole Advisors, Inc. | 7,102 | $739.2K | 0.06% | −1,246−14.9% | Reduced |
| Navalign, LLC | 7,103 | $739.3K | 0.30% | −523−6.9% | Reduced |
| Teza Capital Management LLC | 7,165 | $745.7K | 0.14% | −2,756−27.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,168 | $746.0K | 0.15% | +4,336+153.1% | Added |
| Glenview Trust Co | 7,176 | $746.9K | 0.02% | −90−1.2% | Reduced |
| America First Investment Advisors, LLC | 7,198 | $749.0K | 0.22% | +118+1.7% | Added |