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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,635 | $170.0K | 0.03% | +130+8.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,612 | $167.7K | 0.10% | +139+9.4% | Added |
| Godsey & Gibb Associates | 1,607 | $167.3K | 0.03% | +1,607 | New |
| Parkside Financial Bank & Trust | 1,605 | $167.0K | 0.05% | +932+138.5% | Added |
| MinichMacGregor Wealth Management, LLC | 1,558 | $162.2K | 0.06% | +1,558 | New |
| Tompkins Financial Corp | 1,544 | $161.0K | 0.03% | −33−2.1% | Reduced |
| JJJ Advisors Inc. | 1,551 | $159.6K | 0.04% | +130+9.1% | Added |
| Compass Wealth Management LLC | 1,531 | $159.3K | 0.05% | +1,531 | New |
| 1832 Asset Management L.P. | 1,492 | $155.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,472 | $155.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,479 | $153.9K | 0.04% | −301−16.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1,466 | $152.6K | 0.03% | +324+28.4% | Added |
| Desjardins Global Asset Management Inc. | 1,453 | $151.0K | 0.02% | +7+0.5% | Added |
| Mechanics Financial Corp | 1,453 | $151.0K | 0.09% | +453+45.3% | Added |
| Alta Advisers Ltd | 1,400 | $146.0K | 0.09% | 00.0% | Unchanged |
| Motco | 1,401 | $145.8K | 0.01% | −33−2.3% | Reduced |
| Heritage Wealth Management, LLC | 1,390 | $144.7K | 0.02% | +767+123.1% | Added |
| First Horizon Advisors, Inc. | 1,371 | $142.7K | 0.01% | +302+28.3% | Added |
| Asset Dedication, LLC | 1,365 | $142.0K | 0.01% | −33−2.4% | Reduced |
| JNBA Financial Advisors | 1,355 | $141.0K | 0.02% | +42+3.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $141.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,335 | $139.0K | 0.03% | −58−4.2% | Reduced |
| Sittner & Nelson, LLC | 1,317 | $137.0K | 0.08% | +7+0.5% | Added |
| Tanglewood Legacy Advisors, LLC | 1,312 | $136.6K | 0.10% | +1,312 | New |
| DuPont Capital Management Corp | 1,291 | $134.4K | 0.01% | −125−8.8% | Reduced |
| AdvisorNet Financial, Inc | 1,287 | $134.0K | 0.01% | −1,932−60.0% | Reduced |
| Financial Management Professionals, Inc. | 1,203 | $125.0K | 0.03% | −315−20.8% | Reduced |
| Fortis Capital Advisors, LLC | 1,200 | $124.9K | 0.07% | +1,200 | New |
| Centennial Bank | 1,194 | $124.3K | 0.07% | +1,194 | New |
| WJ Interests, LLC | 1,161 | $120.8K | 0.10% | +1,161 | New |
| Eagle Bay Advisors LLC | 1,138 | $118.4K | 0.07% | −896−44.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,091 | $114.0K | 0.00% | −625−36.4% | Reduced |
| Armstrong Advisory Group, Inc | 1,094 | $113.9K | 0.01% | +1,094 | New |
| Pittenger & Anderson Inc | 1,093 | $113.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,411 | $113.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,076 | $112.0K | 0.00% | −86−7.4% | Reduced |
| Grove Bank & Trust | 1,056 | $110.0K | 0.02% | +1,056 | New |
| Trustcore Financial Services, LLC | 1,038 | $108.0K | 0.01% | +171+19.7% | Added |
| Accurate Wealth Management, LLC | 1,063 | $107.9K | 0.04% | +1,063 | New |
| McClarren Financial Advisors, Inc. | 1,019 | $106.0K | 0.10% | +9+0.9% | Added |
| State of Wyoming | 1,009 | $105.0K | 0.03% | −40−3.8% | Reduced |
| Exos TFP Holdings LLC | 1,009 | $105.0K | 0.03% | +722+251.6% | Added |
| Miller Wealth Advisors, LLC | 1,106 | $105.0K | 0.07% | +456+70.2% | Added |
| Larson Financial Group LLC | 1,000 | $104.1K | 0.01% | −38−3.7% | Reduced |
| BDO Wealth Advisors, LLC | 999 | $104.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 991 | $103.0K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 987 | $102.7K | 0.06% | 00.0% | Unchanged |
| Clear Street Markets LLC | 977 | $102.0K | 0.02% | −1,023−51.2% | Reduced |
| Trust Co | 978 | $102.0K | 0.02% | +34+3.6% | Added |
| Global Trust Asset Management, LLC | 964 | $100.3K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 922 | $95.9K | 0.02% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 900 | $93.7K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 899 | $93.5K | 0.04% | +2+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 872 | $90.8K | 0.01% | −6−0.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 860 | $89.5K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $87.2K | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 890 | $87.0K | 0.00% | +425+91.4% | Added |
| CNB Bank | 834 | $86.8K | 0.05% | −536−39.1% | Reduced |
| Sargent Bickham Lagudis LLC | 823 | $85.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 805 | $83.8K | 0.01% | −22−2.7% | Reduced |
| City State Bank | 802 | $83.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,266 | $83.0K | 0.01% | +667+111.4% | Added |
| MV Capital Management, Inc. | 787 | $81.9K | 0.01% | −246−23.8% | Reduced |
| Mendota Financial Group, LLC | 773 | $80.4K | 0.10% | +773 | New |
| Concord Wealth Partners | 753 | $78.4K | 0.02% | +753 | New |
| Missouri Trust & Investment Co | 749 | $78.0K | 0.05% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 744 | $77.5K | 0.06% | +83+12.6% | Added |
| Versant Capital Management, Inc | 742 | $77.2K | 0.03% | −6−0.8% | Reduced |
| General Partner, Inc. | 740 | $77.0K | 0.07% | +740 | New |
| JFS Wealth Advisors, LLC | 725 | $75.5K | 0.01% | +156+27.4% | Added |
| Piscataqua Savings Bank | 721 | $75.0K | 0.06% | −57−7.3% | Reduced |
| Schubert & Co | 716 | $74.6K | 0.07% | −98−12.0% | Reduced |
| Addison Advisors LLC | 707 | $73.6K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $73.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 701 | $73.0K | 0.02% | +7+1.0% | Added |
| Glassman Wealth Services | 694 | $72.2K | 0.01% | −15−2.1% | Reduced |
| Chiron Investment Management, LLC | 691 | $71.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 688 | $71.6K | 0.02% | +20+3.0% | Added |
| Toth Financial Advisory Corp | 682 | $71.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 669 | $70.0K | 0.09% | +200+42.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 671 | $69.8K | 0.00% | +21+3.2% | Added |
| RFP Financial Group LLC | 666 | $69.3K | 0.03% | +666 | New |
| Johnson Financial Group, Inc. | 660 | $68.7K | 0.01% | −81−10.9% | Reduced |
| Valley National Advisers Inc | 674 | $68.0K | 0.01% | −8−1.2% | Reduced |
| Cutler Group LP | 662 | $68.0K | 0.01% | +14+2.2% | Added |
| AXS Investments LLC | 649 | $67.5K | 0.02% | +649 | New |
| Heritage Wealth Advisors | 644 | $67.1K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 621 | $64.6K | 0.01% | −527−45.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 618 | $64.0K | 0.06% | +567+1,111.8% | Added |
| Duncker Streett & Co Inc | 613 | $63.8K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 604 | $62.9K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 601 | $62.6K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 601 | $62.5K | 0.01% | +1+0.2% | Added |
| Riverview Trust Co | 590 | $61.0K | 0.06% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $59.7K | 0.05% | +574 | New |
| AlphaMark Advisors, LLC | 570 | $59.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 564 | $58.7K | 0.02% | +293+108.1% | Added |
| Register Financial Advisors LLC | 564 | $58.7K | 0.04% | +564 | New |
| Zions Bancorporation, N.A. | 555 | $57.8K | 0.00% | −313−36.1% | Reduced |
| Old North State Trust, LLC | 552 | $57.0K | 0.04% | 00.0% | Unchanged |