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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 4,894 | $509.4K | 0.12% | +50+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $507.3K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,870 | $506.8K | 0.01% | +4,870 | New |
| Gofen & Glossberg LLC | 4,849 | $505.0K | 0.01% | +8+0.2% | Added |
| ARS Investment Partners, LLC | 4,850 | $504.8K | 0.07% | −14,905−75.4% | Reduced |
| Thrive Wealth Management, LLC | 4,846 | $504.4K | 0.14% | −5−0.1% | Reduced |
| Symphony Financial, Ltd. Co. | 4,999 | $503.3K | 0.13% | −7,127−58.8% | Reduced |
| Groesbeck Investment Management Corp | 4,836 | $503.0K | 0.84% | −910−15.8% | Reduced |
| Ausdal Financial Partners, Inc. | 4,814 | $501.0K | 0.07% | +264+5.8% | Added |
| Chicago Partners Investment Group LLC | 4,887 | $499.8K | 0.03% | +34+0.7% | Added |
| Ronald Blue Trust, Inc. | 6,169 | $498.0K | 0.01% | +1,943+46.0% | Added |
| Vaughan David Investments LLC | 4,756 | $495.0K | 0.01% | −100−2.1% | Reduced |
| Lincoln Capital LLC | 4,704 | $489.6K | 0.14% | −38−0.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $489.0K | 1.37% | 00.0% | Unchanged |
| 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 |
| Cape Cod Five Cents Savings Bank | 4,686 | $487.7K | 0.05% | +258+5.8% | Added |
| Private Trust Co NA | 4,671 | $486.0K | 0.07% | −269−5.4% | Reduced |
| Coastline Trust Co | 4,650 | $484.0K | 0.07% | −101−2.1% | Reduced |
| S.A. Mason LLC | 4,644 | $483.3K | 0.36% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,625 | $481.0K | 0.07% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,615 | $480.3K | 0.41% | −921−16.6% | Reduced |
| Riverwater Partners LLC | 4,584 | $477.1K | 0.41% | −26−0.6% | Reduced |
| Orleans Capital Management Corp | 4,580 | $476.7K | 0.36% | 00.0% | Unchanged |
| Nwam LLC | 4,579 | $476.6K | 0.04% | −2,069−31.1% | Reduced |
| Aldebaran Financial Inc. | 4,565 | $475.1K | 0.53% | −300−6.2% | Reduced |
| Financial Advisory Service, Inc. | 4,554 | $474.0K | 0.05% | −30−0.7% | Reduced |
| Private Portfolio Partners LLC | 4,539 | $472.4K | 0.12% | +5+0.1% | Added |
| Acropolis Investment Management, LLC | 4,504 | $468.8K | 0.04% | +11+0.2% | Added |
| Arete Wealth Advisors, LLC | 4,490 | $467.3K | 0.04% | −51−1.1% | Reduced |
| Intrinsic Value Partners, LLC | 4,484 | $467.0K | 0.64% | −345−7.1% | Reduced |
| WP Advisors, LLC | 4,477 | $466.0K | 0.21% | +94+2.1% | Added |
| Cookson Peirce & Co Inc | 4,459 | $464.0K | 0.03% | +575+14.8% | Added |
| Conning Inc. | 4,428 | $460.9K | 0.01% | −12−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 4,422 | $460.2K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,420 | $460.0K | 0.20% | +835+23.3% | Added |
| Naviter Wealth, LLC | 4,296 | $459.7K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,414 | $459.4K | 0.09% | +20.0% | Added |
| Woodmont Investment Counsel LLC | 4,412 | $459.2K | 0.05% | −210−4.5% | Reduced |
| Estabrook Capital Management | 4,404 | $458.4K | 0.08% | −29−0.7% | Reduced |
| Strategy Asset Managers LLC | 4,397 | $458.0K | 0.12% | −4−0.1% | Reduced |
| Segment Wealth Management, LLC | 4,378 | $455.6K | 0.05% | +285+7.0% | Added |
| Roberts Glore & Co Inc | 4,377 | $455.6K | 0.16% | −300−6.4% | Reduced |
| Quadrant Capital Group LLC | 4,371 | $454.9K | 0.05% | +181+4.3% | Added |
| Austin Private Wealth, LLC | 4,366 | $454.4K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,357 | $453.5K | 0.11% | −1,740−28.5% | Reduced |
| Evergreen Capital Management LLC | 4,334 | $451.1K | 0.02% | +134+3.2% | Added |
| Chicago Trust Co NA | 4,334 | $451.0K | 0.11% | +606+16.3% | Added |
| Pitcairn Co | 4,320 | $449.6K | 0.04% | −112−2.5% | Reduced |
| Money Concepts Capital Corp | 4,318 | $449.4K | 0.02% | +3,298+323.3% | Added |
| Blackston Financial Advisory Group, LLC | 4,287 | $446.0K | 0.32% | +184+4.5% | Added |
| Hanson & Doremus Investment Management | 4,280 | $445.0K | 0.10% | +354+9.0% | Added |
| First Western Trust Bank | 4,253 | $442.7K | 0.03% | +4,253 | New |
| Insight Folios Inc | 4,246 | $441.9K | 0.20% | +80+1.9% | Added |
| Sutton Wealth Advisors Inc. | 4,228 | $440.1K | 0.17% | 00.0% | Unchanged |
| Weik Capital Management | 4,220 | $439.0K | 0.21% | −370−8.1% | Reduced |
| SignalPoint Asset Management, LLC | 4,195 | $437.0K | 0.15% | +19+0.5% | Added |
| Your Advocates Ltd., LLP | 4,173 | $434.3K | 0.25% | +667+19.0% | Added |
| Vanguard Capital Wealth Advisors | 4,140 | $430.9K | 0.50% | −2,445−37.1% | Reduced |
| Dividend Assets Capital, LLC | 4,133 | $430.0K | 0.09% | −600−12.7% | Reduced |
| Siemens Fonds Invest GmbH | 4,127 | $429.5K | 0.04% | −627−13.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,104 | $427.1K | 0.05% | −1,073−20.7% | Reduced |
| Spire Wealth Management | 4,092 | $426.0K | 0.02% | +441+12.1% | Added |
| Mayflower Financial Advisors, LLC | 4,086 | $425.3K | 0.06% | −177−4.2% | Reduced |
| Field & Main Bank | 4,077 | $424.3K | 0.27% | +25+0.6% | Added |
| David Loasby | 4,165 | $422.4K | 0.06% | +4,165 | New |
| FineMark National Bank & Trust | 4,051 | $421.6K | 0.02% | −900−18.2% | Reduced |
| John G Ullman & Associates Inc | 4,028 | $419.0K | 0.07% | +18+0.4% | Added |
| Trust Co of Oklahoma | 4,016 | $418.0K | 0.17% | +164+4.3% | Added |
| U S Global Investors Inc | 4,000 | $416.3K | 0.02% | −2,500−38.5% | Reduced |
| Wilkins Investment Counsel Inc | 3,989 | $415.0K | 0.11% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,978 | $414.0K | 0.05% | +278+7.5% | Added |
| Investment Management Corp of Ontario | 3,970 | $413.2K | 0.02% | +3,970 | New |
| Mosaic Family Wealth Partners, LLC | 3,969 | $413.1K | 0.12% | +3,969 | New |
| SYSTM Wealth Solutions LLC | 3,965 | $412.7K | 0.05% | +3,965 | New |
| Laurel Wealth Advisors, Inc. | 3,959 | $412.0K | 0.04% | −365−8.4% | Reduced |
| Vise Technologies, Inc. | 3,956 | $411.7K | 0.13% | +3,956 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,952 | $411.3K | 0.06% | +660+20.0% | Added |
| Lindbrook Capital, LLC | 3,924 | $408.4K | 0.05% | +920+30.6% | Added |
| Callan Capital, LLC | 3,912 | $407.2K | 0.05% | +1,289+49.1% | Added |
| JT Stratford LLC | 3,910 | $407.0K | 0.13% | +20+0.5% | Added |
| 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 |
| Wedgewood Investors Inc | 3,899 | $405.8K | 0.53% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,899 | $405.8K | 0.08% | +9+0.2% | Added |
| BKD Wealth Advisors, LLC | 3,890 | $404.9K | 0.01% | +128+3.4% | Added |
| Washington Trust Co | 3,864 | $402.2K | 0.02% | −900−18.9% | Reduced |
| Advisors Capital Management, LLC | 3,860 | $402.0K | 0.01% | +1,684+77.4% | Added |
| AdvisorShares Investments LLC | 3,860 | $401.7K | 0.11% | +3,860 | 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 |
| Gallacher Capital Management LLC | 3,845 | $400.2K | 0.24% | +3,845 | New |
| AlphaCentric Advisors LLC | 3,843 | $400.0K | 0.40% | +2,501+186.4% | Added |
| Capital Investment Advisory Services, LLC | 3,840 | $399.7K | 0.05% | +619+19.2% | Added |
| Ethic Inc. | 3,840 | $399.7K | 0.02% | +759+24.6% | Added |
| Axxcess Wealth Management, LLC | 3,836 | $399.3K | 0.03% | −61−1.6% | Reduced |
| Powers Advisory Group, LLC | 3,836 | $399.3K | 0.29% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,835 | $399.1K | 0.16% | +3,835 | New |
| Montchanin Asset Management, LLC | 3,830 | $399.0K | 0.55% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,813 | $396.9K | 0.13% | 00.0% | Unchanged |