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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 3,800 | $395.5K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,800 | $395.5K | 0.04% | −265−6.5% | Reduced |
| 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 |
| PDS Planning, Inc | 3,763 | $391.6K | 0.06% | +4+0.1% | Added |
| Autumn Glory Partners, LLC | 3,750 | $390.3K | 0.21% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,747 | $390.0K | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,733 | $389.0K | 0.03% | +11+0.3% | Added |
| Welch Group, LLC | 3,725 | $387.7K | 0.02% | +24+0.6% | Added |
| Ci Investments Inc. | 3,722 | $387.0K | 0.00% | +171+4.8% | Added |
| Corbyn Investment Management Inc | 3,714 | $386.6K | 0.15% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,690 | $384.1K | 0.02% | −163−4.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,684 | $383.5K | 0.04% | −396−9.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,673 | $382.3K | 0.01% | +132+3.7% | Added |
| Laidlaw Wealth Management LLC | 3,667 | $381.7K | 0.08% | +238+6.9% | Added |
| Beaird Harris Wealth Management, LLC | 3,660 | $380.9K | 0.07% | 00.0% | Unchanged |
| ING Groep NV | 3,659 | $380.8K | 0.00% | +3,659 | New |
| Investors Asset Management of Georgia Inc | 3,652 | $380.1K | 0.20% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,628 | $378.0K | 0.10% | +100+2.8% | Added |
| Spinnaker Investment Group, LLC | 3,630 | $377.8K | 0.13% | 00.0% | Unchanged |
| HNP Capital LLC | 3,628 | $377.6K | 0.11% | +100+2.8% | Added |
| Ballentine Partners, LLC | 3,621 | $376.9K | 0.01% | −84−2.3% | Reduced |
| Wealthsource Partners, LLC | 3,619 | $376.6K | 0.03% | −2,596−41.8% | Reduced |
| Old Point Trust & Financial Services N A | 3,603 | $375.0K | 0.17% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $369.4K | 0.00% | −1,150−24.5% | Reduced |
| 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 |
| CoreCap Advisors, LLC | 3,537 | $368.1K | 0.03% | +3,537 | New |
| Sound View Wealth Advisors Group, LLC | 2,762 | $367.7K | 0.04% | +2,762 | New |
| Ballew Advisors, Inc | 3,570 | $367.2K | 0.28% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,526 | $367.0K | 0.00% | +3,526 | New |
| Athena Investment Management | 3,509 | $365.2K | 0.27% | +86+2.5% | Added |
| Baker Avenue Asset Management, LP | 3,502 | $364.5K | 0.02% | +3,502 | New |
| Tributary Capital Management, LLC | 3,500 | $364.0K | 0.04% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 3,489 | $363.1K | 1.08% | +3,489 | New |
| Johnson & White Wealth Management, LLC | 4,332 | $363.0K | 0.53% | +45+1.0% | Added |
| Waldron Private Wealth LLC | 4,485 | $362.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 3,471 | $361.3K | 0.21% | +3,471 | New |
| Proequities, Inc. | 3,464 | $360.6K | 0.03% | +94+2.8% | Added |
| Gryphon Financial Partners LLC | 3,448 | $358.8K | 0.09% | −7−0.2% | Reduced |
| Roman Butler Fullerton & Co | 3,497 | $358.5K | 0.19% | −860−19.7% | Reduced |
| CoreFirst Bank & Trust | 3,443 | $358.3K | 0.27% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,440 | $358.0K | 0.45% | +3,440 | New |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $357.9K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $357.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Joel Isaacson & Co., LLC | 3,396 | $353.4K | 0.03% | −188−5.2% | Reduced |
| Avantax Planning Partners, Inc. | 3,388 | $352.6K | 0.01% | −565−14.3% | Reduced |
| Townsend Asset Management Corp | 3,374 | $351.2K | 0.18% | +3,374 | New |
| Brighton Jones LLC | 3,369 | $350.7K | 0.02% | +478+16.5% | Added |
| Sentry Investment Management LLC | 3,361 | $350.0K | 0.15% | +164+5.1% | Added |
| Tennessee Valley Asset Management Partners | 3,356 | $349.2K | 0.12% | −126−3.6% | Reduced |
| Allen Investment Management LLC | 3,342 | $347.8K | 0.01% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,334 | $347.0K | 0.03% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 3,331 | $346.7K | 0.02% | −200−5.7% | Reduced |
| Capital Analysts, LLC | 3,327 | $346.0K | 0.02% | +84+2.6% | Added |
| Excalibur Management Corp | 3,322 | $345.8K | 0.18% | 00.0% | Unchanged |
| Spinnaker Trust | 3,308 | $344.0K | 0.03% | −133−3.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,278 | $341.2K | 0.03% | −40−1.2% | Reduced |
| Chilton Capital Management LLC | 3,277 | $341.0K | 0.02% | +309+10.4% | Added |
| Tanager Wealth Management LLP | 3,271 | $340.4K | 0.09% | +184+6.0% | Added |
| Blue Edge Capital, LLC | 3,258 | $339.1K | 0.08% | +3+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,244 | $337.6K | 0.03% | +38+1.2% | Added |
| First Interstate Bank | 3,236 | $336.0K | 0.02% | −125−3.7% | 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 |
| Capital Investment Advisors, LLC | 3,200 | $333.0K | 0.01% | −606−15.9% | Reduced |
| Paragon Capital Management Ltd | 3,191 | $332.1K | 0.09% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,184 | $331.4K | 0.24% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,152 | $328.1K | 0.12% | +100+3.3% | Added |
| MSH Capital Advisors LLC | 3,150 | $327.9K | 0.15% | −50−1.6% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $326.0K | 0.22% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,119 | $324.6K | 0.13% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,100 | $322.7K | 0.07% | +202+7.0% | Added |
| Arabesque Asset Management Ltd | 3,100 | $322.6K | 0.11% | +3,100 | New |
| Buckingham Strategic Partners | 3,098 | $322.5K | 0.02% | −2,016−39.4% | Reduced |
| Personal Capital Advisors Corp | 3,098 | $322.4K | 0.00% | −950−23.5% | Reduced |
| West Paces Advisors Inc. | 3,094 | $322.0K | 0.10% | +93+3.1% | Added |
| Transform Wealth, LLC | 3,092 | $321.8K | 0.04% | +225+7.8% | Added |
| Kanawha Capital Management LLC | 3,074 | $320.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,067 | $319.2K | 0.02% | −133−4.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,067 | $319.2K | 0.10% | −285−8.5% | Reduced |
| Cadinha & Co LLC | 3,065 | $319.0K | 0.07% | 00.0% | Unchanged |
| Jacobs & Co | 3,066 | $319.0K | 0.04% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,064 | $318.9K | 0.05% | +140+4.8% | Added |
| Magnus Financial Group LLC | 3,042 | $316.6K | 0.05% | +307+11.2% | Added |
| Community Bank of Raymore | 3,032 | $315.6K | 0.12% | +3,032 | New |
| SFMG, LLC | 3,029 | $315.3K | 0.03% | −92−2.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 3,016 | $313.9K | 0.26% | +3,016 | New |
| Drive Wealth Management, LLC | 3,014 | $313.7K | 0.16% | −4,421−59.5% | Reduced |
| Compagnie Lombard Odier SCmA | 3,013 | $313.0K | 0.01% | −2,000−39.9% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $312.2K | 0.29% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,961 | $308.0K | 0.23% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,952 | $307.2K | 0.04% | +193+7.0% | Added |
| Atlas Capital Advisors LLC | 2,951 | $307.1K | 0.05% | +218+8.0% | Added |
| Strategic Blueprint, LLC | 2,944 | $306.4K | 0.04% | +2,944 | New |
| Good Life Advisors, LLC | 2,929 | $304.9K | 0.04% | −6−0.2% | Reduced |
| Quilter Plc | 2,928 | $304.7K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 2,923 | $304.2K | 0.14% | +310+11.9% | Added |