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 |
|---|---|---|---|---|---|
| Friedenthal Financial | 7,230 | $752.0K | 0.52% | +7,230 | New |
| Hunter Associates Investment Management LLC | 7,267 | $756.0K | 0.18% | +500+7.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,289 | $758.6K | 0.26% | −294−3.9% | Reduced |
| Boston Private Wealth LLC | 7,290 | $758.8K | 0.01% | +159+2.2% | Added |
| Thomas White International Ltd | 7,300 | $759.8K | 0.17% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 7,303 | $760.1K | 0.50% | −225−3.0% | Reduced |
| Birmingham Capital Management Co Inc | 7,310 | $760.8K | 0.29% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,349 | $764.9K | 0.07% | −1,585−17.7% | Reduced |
| Algert Global LLC | 7,349 | $764.9K | 0.04% | +7,349 | New |
| Tradewinds, LLC. | 7,430 | $765.0K | 0.80% | +2,718+57.7% | Added |
| Schonfeld Strategic Advisors LLC | 7,400 | $770.2K | 0.01% | −17,419−70.2% | Reduced |
| Heron Financial Group, LLC | 7,483 | $770.9K | 0.51% | −285−3.7% | Reduced |
| Bradley Foster & Sargent Inc | 7,434 | $773.7K | 0.02% | −3,000−28.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,455 | $775.9K | 0.23% | +36+0.5% | Added |
| Institute for Wealth Management, LLC. | 7,467 | $777.2K | 0.17% | −128−1.7% | Reduced |
| Forum Financial Management, LP | 7,495 | $780.1K | 0.03% | +816+12.2% | Added |
| Full Sail Capital, LLC | 7,563 | $787.2K | 0.07% | −2,956−28.1% | Reduced |
| Dearborn Partners LLC | 7,566 | $787.4K | 0.03% | −2,157−22.2% | Reduced |
| WealthTrust Axiom LLC | 7,625 | $793.7K | 0.28% | −167−2.1% | Reduced |
| Crescent Grove Advisors, LLC | 7,655 | $796.7K | 0.08% | −208−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 7,685 | $800.0K | 0.02% | +5+0.1% | Added |
| Virtus ETF Advisers LLC | 7,689 | $800.3K | 0.42% | −285−3.6% | Reduced |
| 1st Source Bank | 7,699 | $801.3K | 0.05% | +400+5.5% | Added |
| Bull Street Advisors, LLC | 7,751 | $807.0K | 0.42% | 00.0% | Unchanged |
| Caldwell Trust Co | 7,800 | $811.8K | 0.11% | −68−0.9% | Reduced |
| Bridge Creek Capital Management LLC | 7,801 | $811.9K | 0.32% | −34−0.4% | Reduced |
| Westmount Partners, LLC | 7,810 | $812.9K | 0.42% | +7,810 | New |
| Wealth Alliance | 7,834 | $815.4K | 0.14% | +1,390+21.6% | Added |
| Vestmark Advisory Solutions, Inc. | 7,853 | $817.5K | 0.04% | +2,603+49.6% | Added |
| Horizon Investments, LLC | 7,865 | $819.0K | 0.02% | +3,055+63.5% | Added |
| True North Advisors, LLC | 7,897 | $821.9K | 0.28% | 00.0% | Unchanged |
| Invst, LLC | 8,216 | $823.8K | 0.13% | −663−7.5% | Reduced |
| Clark Capital Management Group, Inc. | 7,938 | $826.2K | 0.01% | −2,243−22.0% | Reduced |
| Northwest & Ethical Investments L.P. | 7,979 | $830.5K | 0.03% | +597+8.1% | Added |
| Paradigm Asset Management Co LLC | 8,000 | $832.6K | 0.23% | +8,000 | New |
| Peoples Bank | 8,025 | $835.2K | 0.54% | −155−1.9% | Reduced |
| Boenning & Scattergood, Inc. | 9,677 | $836.0K | 0.13% | +2,632+37.4% | Added |
| Thoroughbred Financial Services, LLC | 8,056 | $838.0K | 0.14% | +404+5.3% | Added |
| Fiduciary Group LLC | 8,247 | $858.4K | 0.11% | +194+2.4% | Added |
| Flagship Harbor Advisors, LLC | 8,272 | $861.0K | 0.09% | +635+8.3% | Added |
| Wimmer Associates 1, LLC | 8,279 | $861.7K | 0.57% | 00.0% | Unchanged |
| One River Asset Management, LLC | 8,296 | $863.5K | 0.59% | +8,296 | New |
| Baker Ellis Asset Management LLC | 8,379 | $872.1K | 0.17% | +60+0.7% | Added |
| Bank Ozk | 8,455 | $880.0K | 0.44% | −66−0.8% | Reduced |
| Hennessy Advisors Inc | 8,500 | $885.0K | 0.06% | −2,000−19.0% | Reduced |
| Seeyond | 8,507 | $885.4K | 0.09% | −1,632−16.1% | Reduced |
| CoreCommodity Management, LLC | 8,510 | $885.7K | 0.27% | −25−0.3% | Reduced |
| Pathstone Family Office, LLC | 13,460 | $887.4K | 0.02% | +3,010+28.8% | Added |
| HighTower Trust Services, LTA | 8,716 | $890.3K | 0.09% | +2,003+29.8% | Added |
| Retirement Group, LLC | 8,559 | $891.0K | 0.43% | +214+2.6% | Added |
| North Star Investment Management Corp. | 8,576 | $892.5K | 0.08% | +21+0.2% | Added |
| American Trust | 8,622 | $897.4K | 0.08% | −326−3.6% | Reduced |
| Epoch Investment Partners, Inc. | 8,631 | $898.3K | 0.01% | −248−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,634 | $898.6K | 0.16% | −30−0.3% | Reduced |
| V Wealth Advisors LLC | 8,662 | $901.5K | 0.19% | −465−5.1% | Reduced |
| Caxton Associates LP | 8,670 | $902.4K | 0.07% | −863−9.1% | Reduced |
| Verdence Capital Advisors LLC | 8,679 | $903.3K | 0.11% | +189+2.2% | Added |
| Searle & Co. | 8,683 | $903.7K | 0.31% | +8+0.1% | Added |
| Bank of Hawaii | 8,688 | $904.2K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,696 | $905.1K | 0.04% | −252−2.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,728 | $908.4K | 0.38% | +8,728 | New |
| First National Bank & Trust Co of Newtown | 8,788 | $914.6K | 0.21% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,781 | $916.6K | 0.21% | +1,492+20.5% | Added |
| Rowland & Co Investment Counsel | 9,096 | $919.0K | 0.23% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 8,866 | $922.7K | 0.20% | −83−0.9% | Reduced |
| Karpas Strategies, LLC | 8,903 | $926.6K | 0.33% | 00.0% | Unchanged |
| Mairs & Power Inc | 8,928 | $929.2K | 0.01% | +130+1.5% | Added |
| Greenleaf Trust | 9,074 | $944.0K | 0.01% | +733+8.8% | Added |
| AMG National Trust Bank | 9,075 | $944.5K | 0.03% | +30+0.3% | Added |
| NVWM, LLC | 9,095 | $946.6K | 0.34% | −286−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 9,111 | $948.3K | 0.08% | −1,491−14.1% | Reduced |
| Atlas Private Wealth Management | 9,182 | $955.6K | 0.44% | +1,105+13.7% | Added |
| Delta Financial Advisors LLC | 9,208 | $958.4K | 0.46% | +10.0% | Added |
| Parcion Private Wealth LLC | 9,218 | $959.4K | 0.10% | 00.0% | Unchanged |
| Patten Group, Inc. | 9,344 | $972.6K | 0.31% | +862+10.2% | Added |
| Edge Capital Group, LLC | 9,361 | $974.3K | 0.07% | +917+10.9% | Added |
| CFO4Life Group, LLC | 9,442 | $982.7K | 0.21% | +6,716+246.4% | Added |
| CFO4Life, L.P. | 9,442 | $982.7K | 0.21% | +9,442 | New |
| Jacobi Capital Management LLC | 9,443 | $982.8K | 0.12% | +17+0.2% | Added |
| SeaCrest Wealth Management, LLC | 9,492 | $988.0K | 0.14% | −1,167−10.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,495 | $988.3K | 0.38% | +532+5.9% | Added |
| Guyasuta Investment Advisors Inc | 9,502 | $989.0K | 0.08% | −1,698−15.2% | Reduced |
| First National Trust Co | 9,540 | $992.9K | 0.05% | +104+1.1% | Added |
| Linscomb & Williams, Inc. | 9,550 | $994.0K | 0.05% | +4,445+87.1% | Added |
| Moody National Bank Trust Division | 9,543 | $994.0K | 0.09% | +123+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,558 | $995.0K | 0.03% | +3,839+67.1% | Added |
| Veriti Management LLC | 9,598 | $999.0K | 0.13% | −1,402−12.7% | Reduced |
| Investors Research Corp | 9,617 | $1.00M | 0.27% | −106−1.1% | Reduced |
| Columbia Trust Co 01012016 | 9,636 | $1.00M | 0.56% | −931−8.8% | Reduced |
| Arvest Trust Co N A | 9,638 | $1.00M | 0.06% | −273−2.8% | Reduced |
| Cannell Peter B & Co Inc | 9,705 | $1.01M | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,720 | $1.01M | 0.03% | +1,993+25.8% | Added |
| Apollon Wealth Management, LLC | 9,753 | $1.02M | 0.07% | −1,086−10.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,167 | $1.02M | 0.03% | +281+2.8% | Added |
| Capula Management Ltd | 9,875 | $1.03M | 0.11% | +9,875 | New |
| Lido Advisors, LLC | 9,875 | $1.03M | 0.02% | +3,047+44.6% | Added |
| NewEdge Wealth, LLC | 9,937 | $1.03M | 0.04% | +1,378+16.1% | Added |
| Stillwater Investment Management, LLC | 9,972 | $1.04M | 0.29% | +85+0.9% | Added |
| Financial Advocates Investment Management | 10,018 | $1.04M | 0.08% | +1,175+13.3% | Added |
| Buckingham Strategic Wealth, LLC | 10,149 | $1.06M | 0.02% | −255−2.5% | Reduced |