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
- 1,574
- +181 vs. Q3 2022
- Shares held
- 337.5M
- −224.9K (−0.1%) vs. Q3 2022
- Total value
- $35.1B
- +$7.80B (+28.6%) vs. Q3 2022
- New holders
- 255
- 563 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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 2,310 | $240.4K | 0.09% | +2,310 | New |
| Canal Capital Management, LLC | 2,308 | $240.2K | 0.06% | +2,308 | New |
| Saxon Interests, Inc. | 2,354 | $240.1K | 0.14% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,304 | $239.8K | 0.06% | +2,304 | New |
| Cooper Financial Group | 2,302 | $239.6K | 0.07% | +2,302 | New |
| Liberty Capital Management, Inc. | 2,302 | $239.6K | 0.08% | +2,302 | New |
| Pinnacle Family Advisors, LLC | 2,297 | $239.1K | 0.17% | +2,297 | New |
| Woodley Farra Manion Portfolio Management Inc | 2,294 | $238.8K | 0.02% | +2,294 | New |
| Hazlett, Burt & Watson, Inc. | 2,279 | $237.0K | 0.21% | +6+0.3% | Added |
| Focus Financial Network, Inc. | 2,274 | $236.7K | 0.02% | +2,274 | New |
| Abacus Wealth Partners, LLC | 2,274 | $236.7K | 0.08% | +2,274 | New |
| Carmichael Hill & Associates, Inc. | 2,261 | $235.3K | 0.13% | +9+0.4% | Added |
| Regal Investment Advisors LLC | 2,254 | $234.6K | 0.02% | −1,584−41.3% | Reduced |
| Donaldson Capital Management, LLC | 2,254 | $234.6K | 0.01% | +2,254 | New |
| Aigen Investment Management, LP | 2,252 | $234.4K | 0.03% | +2,252 | New |
| Resurgent Financial Advisors LLC | 2,243 | $233.5K | 0.12% | +2,243 | New |
| Warwick Investment Management, Inc. | 2,243 | $233.5K | 0.10% | +2,243 | New |
| Compass Financial Advisors LLC | 2,237 | $232.9K | 0.31% | +2,237 | New |
| Gilman Hill Asset Management, LLC | 2,237 | $232.8K | 0.05% | +2,237 | New |
| BOK Financial Private Wealth, Inc. | 2,230 | $232.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,224 | $231.5K | 0.04% | +2,224 | New |
| Laurel Wealth Advisors LLC | 2,224 | $231.5K | 0.05% | −42−1.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,223 | $231.4K | 0.08% | −250−10.1% | Reduced |
| First City Capital Management, Inc. | 2,221 | $231.2K | 0.14% | +2,221 | New |
| Perennial Investment Advisors, LLC | 2,217 | $230.8K | 0.09% | +2,217 | New |
| Cross Staff Investments Inc | 2,209 | $229.9K | 0.24% | +2,209 | New |
| Neo Ivy Capital Management | 2,196 | $229.0K | 0.15% | +849+63.0% | Added |
| Washington Trust Bank | 2,201 | $229.0K | 0.03% | +2,201 | New |
| Shufro Rose & Co LLC | 2,199 | $228.9K | 0.02% | +2,199 | New |
| Beaumont Financial Advisors, LLC | 2,197 | $228.7K | 0.02% | +2,197 | New |
| Cadent Capital Advisors, LLC | 2,196 | $228.5K | 0.14% | +2,196 | New |
| Tarbox Family Office, Inc. | 2,191 | $228.0K | 0.05% | +2,191 | New |
| Hexagon Capital Partners LLC | 2,187 | $227.7K | 0.07% | +205+10.3% | Added |
| Stonnington Group, LLC | 2,238 | $227.3K | 0.06% | −90−3.9% | Reduced |
| Ethos Financial Group, LLC | 2,179 | $226.8K | 0.08% | +2,179 | New |
| Anchor Investment Management, LLC | 2,178 | $226.7K | 0.03% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,175 | $226.4K | 0.04% | +2,175 | New |
| Brandywine Global Investment Management, LLC | 2,160 | $224.8K | 0.00% | +2,160 | New |
| Thomasville National Bank | 2,154 | $224.0K | 0.03% | +2,154 | New |
| Hamilton Capital, LLC | 2,144 | $223.1K | 0.01% | +2,144 | New |
| Baldwin Brothers Inc | 2,143 | $223.0K | 0.02% | +2,005+1,452.9% | Added |
| Pinnacle Bancorp, Inc. | 2,144 | $223.0K | 0.09% | −37−1.7% | Reduced |
| ICA Group Wealth Management, LLC | 2,153 | $222.2K | 0.05% | −3,699−63.2% | Reduced |
| First Eagle Investment Management, LLC | 2,128 | $221.5K | 0.00% | +446+26.5% | Added |
| Park National Corp | 2,125 | $221.2K | 0.01% | +2,125 | New |
| Ignite Planners, LLC | 2,033 | $221.1K | 0.09% | +2,033 | New |
| Cutter & CO Brokerage, Inc. | 2,123 | $220.9K | 0.07% | +2,123 | New |
| Meredith Wealth Planning | 2,121 | $220.8K | 0.19% | +2,121 | New |
| Hoylecohen, LLC | 2,100 | $218.5K | 0.02% | +2,100 | New |
| Guardian Capital Advisors LP | 2,088 | $217.6K | 0.02% | +2,088 | New |
| Chiron Capital Management, LLC | 2,089 | $217.4K | 0.15% | +2,089 | New |
| WealthBridge Capital Management, LLC | 2,084 | $216.9K | 0.09% | −2,304−52.5% | Reduced |
| Eudaimonia Partners, LLC | 2,081 | $216.6K | 0.05% | −979−32.0% | Reduced |
| Delta Financial Group, Inc. | 2,063 | $216.0K | 0.10% | +2,063 | New |
| SlateStone Wealth, LLC | 2,070 | $215.4K | 0.05% | +2,070 | New |
| TD Capital Management LLC | 2,066 | $215.0K | 0.03% | +66+3.3% | Added |
| Brown Brothers Harriman & Co | 2,066 | $215.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,061 | $215.0K | 0.02% | +2,061 | New |
| Websterrogers Financial Advisors, LLC | 2,053 | $213.7K | 0.10% | +2,053 | New |
| Manchester Capital Management LLC | 2,052 | $213.6K | 0.03% | −615−23.1% | Reduced |
| Aaron Wealth Advisors | 2,046 | $212.9K | 0.03% | +2,046 | New |
| Broderick Brian C | 2,045 | $212.8K | 0.06% | +2,045 | New |
| Schechter Investment Advisors, LLC | 2,042 | $212.5K | 0.02% | +2,042 | New |
| Cabot Wealth Management Inc | 2,035 | $212.0K | 0.04% | +2,035 | New |
| Defender Capital, LLC. | 2,036 | $211.9K | 0.09% | +2,036 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,030 | $211.3K | 0.07% | +2,030 | New |
| Private Capital Management LLC | 2,027 | $211.0K | 0.07% | +2,027 | New |
| Sovereign Financial Group, Inc. | 2,027 | $211.0K | 0.08% | +2,027 | New |
| Zullo Investment Group, Inc. | 2,024 | $210.6K | 0.13% | +2+0.1% | Added |
| Wrapmanager Inc | 2,013 | $210.0K | 0.07% | +2,013 | New |
| Aspiriant, LLC | 2,017 | $209.9K | 0.01% | +2,017 | New |
| American Trust Investment Advisors, LLC | 2,015 | $209.7K | 0.13% | +2,015 | New |
| McGowan Group Asset Management, Inc. | 2,012 | $209.4K | 0.03% | +2,012 | New |
| Boston Financial Mangement LLC | 2,008 | $209.0K | 0.01% | +2,008 | New |
| CWS Financial Advisors, LLC | 2,566 | $209.0K | 0.09% | −309−10.7% | Reduced |
| Bath Savings Trust Co | 1,995 | $208.0K | 0.03% | +1,995 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,990 | $207.1K | 0.05% | +1,990 | New |
| Carson Advisory Inc. | 1,984 | $206.4K | 0.20% | +1,984 | New |
| Crawford Investment Counsel Inc | 1,981 | $206.2K | 0.00% | +1,981 | New |
| Front Row Advisors LLC | 1,979 | $206.0K | 0.11% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,996 | $205.6K | 0.21% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,962 | $204.2K | 0.02% | +1,962 | New |
| Trillium Asset Management, LLC | 1,961 | $204.0K | 0.01% | +1,961 | New |
| Everhart Financial Group, Inc. | 1,958 | $203.8K | 0.10% | +1,958 | New |
| Cassaday & Co Wealth Management LLC | 1,956 | $203.6K | 0.01% | +1,956 | New |
| Willis Johnson & Associates, Inc. | 1,940 | $201.9K | 0.03% | +1,940 | New |
| Eads & Heald Wealth Management | 1,931 | $201.0K | 0.10% | +1,931 | New |
| VeraBank, N.A. | 1,927 | $200.6K | 0.10% | +1,927 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $196.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,848 | $192.3K | 0.07% | +1,848 | New |
| Wellington Shields & Co., LLC | 1,832 | $190.7K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,776 | $184.8K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,767 | $184.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,766 | $183.8K | 0.01% | +686+63.5% | Added |
| Itau Unibanco Holding S.A. | 1,763 | $183.5K | 0.01% | −512−22.5% | Reduced |
| Vestor Capital, LLC | 1,726 | $180.0K | 0.02% | +11+0.6% | Added |
| Tradition Wealth Management, LLC | 1,713 | $178.0K | 0.03% | −189−9.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,691 | $176.0K | 0.05% | +112+7.1% | Added |
| Aspire Private Capital, LLC | 1,669 | $173.7K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 1,640 | $171.0K | 0.14% | +163+11.0% | Added |