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 |
|---|---|---|---|---|---|
| Green Square Capital Advisors LLC | 2,886 | $300.4K | 0.04% | −22,629−88.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,880 | $299.8K | 0.03% | −320−10.0% | Reduced |
| Fulcrum Equity Management | 2,868 | $298.5K | 0.24% | +281+10.9% | Added |
| Carl Stuart Investment Advisor, Inc | 2,863 | $298.0K | 0.28% | 00.0% | Unchanged |
| Shelton Capital Management | 2,852 | $296.8K | 0.03% | −21,361−88.2% | Reduced |
| Venturi Wealth Management, LLC | 2,839 | $295.5K | 0.03% | +2,839 | New |
| Ambassador Advisors, LLC | 2,833 | $294.9K | 0.06% | +283+11.1% | Added |
| IVC Wealth Advisors LLC | 2,815 | $293.0K | 0.22% | +68+2.5% | Added |
| Parsec Financial Management, Inc. | 2,799 | $291.3K | 0.01% | +2,799 | New |
| Basso Capital Management, L.P. | 2,787 | $290.1K | 0.31% | +2,787 | New |
| Wealthspire Advisors, LLC | 2,764 | $287.6K | 0.01% | +2,764 | New |
| BancorpSouth Bank | 2,757 | $286.9K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,755 | $286.7K | 0.03% | +10.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,744 | $286.0K | 0.15% | −180−6.2% | Reduced |
| Staley Capital Advisers Inc | 2,740 | $285.0K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,726 | $283.7K | 0.05% | +35+1.3% | Added |
| Renasant Bank | 2,724 | $283.6K | 0.21% | +2,724 | New |
| SBB Research Group LLC | 2,724 | $283.5K | 0.41% | +24+0.9% | Added |
| Wedmont Private Capital | 2,680 | $283.3K | 0.04% | +2,680 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,718 | $282.9K | 0.01% | −881−24.5% | Reduced |
| North Star Asset Management Inc | 2,715 | $282.6K | 0.02% | +2,715 | New |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $282.1K | 0.11% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,699 | $281.0K | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,728 | $280.2K | 0.12% | +182+7.1% | Added |
| Douglass Winthrop Advisors, LLC | 2,693 | $280.0K | 0.01% | −32−1.2% | Reduced |
| CX Institutional | 2,682 | $279.2K | 0.02% | +2,682 | New |
| Monetary Management Group Inc | 2,677 | $278.6K | 0.09% | 00.0% | Unchanged |
| Plancorp, LLC | 2,669 | $277.8K | 0.02% | +68+2.6% | Added |
| Dover Advisors, LLC | 2,669 | $277.8K | 0.30% | +2,669 | New |
| Tiedemann Advisors, LLC | 2,666 | $277.5K | 0.01% | +27+1.0% | Added |
| IFG Advisory, LLC | 2,663 | $277.0K | 0.03% | −82−3.0% | Reduced |
| NorthRock Partners, LLC | 2,657 | $276.5K | 0.03% | +2,657 | New |
| Stiles Financial Services Inc | 2,647 | $275.5K | 0.16% | −260−8.9% | Reduced |
| HCR Wealth Advisors | 2,644 | $275.2K | 0.06% | −427−13.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,639 | $274.7K | 0.08% | +6+0.2% | Added |
| KLCM Advisors, Inc. | 2,637 | $274.5K | 0.06% | +146+5.9% | Added |
| Jmac Enterprises LLC | 2,635 | $274.3K | 0.08% | −800−23.3% | Reduced |
| Advus Financial Partners, LLC | 2,631 | $273.8K | 0.12% | +93+3.7% | Added |
| Fluent Financial, LLC | 2,613 | $272.0K | 0.16% | −29,900−92.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,605 | $271.1K | 0.11% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $270.6K | 0.00% | −1,000−27.8% | Reduced |
| First Citizens Bank & Trust Co | 2,592 | $270.0K | 0.01% | +2,592 | New |
| Chemung Canal Trust Co | 2,584 | $269.0K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,582 | $268.7K | 0.10% | −696−21.2% | Reduced |
| Brainard Capital Management LLC | 2,576 | $268.2K | 0.23% | +2,576 | New |
| Stevens Capital Management LP | 2,577 | $268.0K | 0.17% | −3,986−60.7% | Reduced |
| Pflug Koory, LLC | 2,576 | $268.0K | 0.15% | −119−4.4% | Reduced |
| Moller Financial Services | 2,568 | $267.3K | 0.09% | 00.0% | Unchanged |
| Port Capital LLC | 2,568 | $267.0K | 0.02% | −236−8.4% | Reduced |
| Moloney Securities Asset Management, LLC | 2,558 | $266.2K | 0.06% | −60−2.3% | Reduced |
| Gables Capital Management Inc. | 2,552 | $265.6K | 0.19% | −100−3.8% | Reduced |
| Davidson Trust Co | 2,551 | $265.5K | 0.23% | 00.0% | Unchanged |
| MAS Advisors LLC | 2,550 | $265.4K | 0.25% | +2,550 | New |
| Evoke Wealth, LLC | 2,542 | $264.6K | 0.01% | +26+1.0% | Added |
| Leisure Capital Management | 2,542 | $264.5K | 0.14% | +2,542 | New |
| Bell Bank | 2,541 | $264.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,532 | $263.5K | 0.11% | −2,426−48.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $263.5K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,527 | $263.0K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $263.0K | 0.08% | 00.0% | Unchanged |
| X-Square Capital, LLC | 2,522 | $262.0K | 0.15% | +13+0.5% | Added |
| Insigneo Advisory Services, LLC | 2,512 | $261.0K | 0.10% | +2,512 | New |
| Acima Private Wealth, LLC | 2,500 | $260.2K | 0.13% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,482 | $258.4K | 0.08% | +16+0.6% | Added |
| Greenwood Gearhart Inc | 2,470 | $257.1K | 0.04% | +2,470 | New |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $256.9K | 0.05% | +2,468 | New |
| Apriem Advisors | 2,462 | $256.2K | 0.04% | +2,462 | New |
| Harbour Investments, Inc. | 2,462 | $256.2K | 0.02% | −46−1.8% | Reduced |
| Beach Investment Counsel Inc | 2,460 | $256.0K | 0.03% | +2,460 | New |
| Disciplined Investments, LLC | 2,459 | $255.9K | 0.13% | −43,422−94.6% | Reduced |
| Montag A & Associates Inc | 2,454 | $255.4K | 0.02% | +45+1.9% | Added |
| Allegheny Financial Group LTD | 2,444 | $254.4K | 0.11% | +2,444 | New |
| Greytown Advisors Inc. | 2,443 | $254.3K | 0.14% | +2,443 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,442 | $254.2K | 0.07% | +2,442 | New |
| Jones Financial Companies LLLP | 2,443 | $254.0K | 0.00% | +43+1.8% | Added |
| Modera Wealth Management, LLC | 2,432 | $253.1K | 0.01% | +2,432 | New |
| B&D White Capital Company, LLC | 2,432 | $253.1K | 0.09% | +2,432 | New |
| Hennion & Walsh Asset Management, Inc. | 2,429 | $253.0K | 0.02% | −1,218−33.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,429 | $253.0K | 0.18% | +2,429 | New |
| Denver Wealth Management, Inc. | 2,433 | $253.0K | 0.19% | +2,433 | New |
| Abacus Planning Group, Inc. | 2,430 | $252.9K | 0.07% | −1,000−29.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,430 | $252.9K | 0.10% | +2,430 | New |
| M Holdings Securities, Inc. | 2,420 | $252.0K | 0.03% | +2,420 | New |
| TCWP LLC | 2,409 | $250.8K | 0.05% | −262−9.8% | Reduced |
| Aries Wealth Management | 2,403 | $250.1K | 0.11% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $249.8K | 0.07% | +2,400 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,400 | $249.8K | 0.05% | +2,400 | New |
| Burke & Herbert Bank & Trust Co | 2,394 | $249.0K | 0.19% | +2,394 | New |
| Wade G W & Inc | 2,394 | $249.0K | 0.01% | +2,394 | New |
| First Business Financial Services, Inc. | 2,380 | $248.0K | 0.03% | +2,380 | New |
| Marietta Investment Partners LLC | 2,360 | $245.6K | 0.07% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,360 | $245.6K | 0.16% | +2,360 | New |
| Stokes Family Office, LLC | 2,353 | $244.9K | 0.03% | +2,353 | New |
| Azimuth Capital Investment Management LLC | 2,349 | $244.5K | 0.01% | +2,349 | New |
| Foundations Investment Advisors, LLC | 2,341 | $243.7K | 0.01% | −949−28.8% | Reduced |
| SkyOak Wealth, LLC | 2,340 | $243.5K | 0.08% | +2,340 | New |
| SageView Advisory Group, LLC | 2,337 | $243.2K | 0.02% | +2,337 | New |
| Hurlow Wealth Management Group, Inc. | 2,334 | $242.9K | 0.13% | +2,334 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $242.0K | 0.03% | +2,325 | New |
| Dumont & Blake Investment Advisors LLC | 2,322 | $242.0K | 0.09% | +2,322 | New |