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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 544 | $57.0K | 0.01% | +4+0.7% | Added |
| SRS Capital Advisors, Inc. | 541 | $56.3K | 0.01% | −207−27.7% | Reduced |
| Tyler-Stone Wealth Management | 538 | $56.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 530 | $55.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $55.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 523 | $54.4K | 0.00% | −12,536−96.0% | Reduced |
| Core Alternative Capital | 516 | $53.7K | 0.01% | +150+41.0% | Added |
| DecisionPoint Financial, LLC | 500 | $52.0K | 0.03% | +500 | New |
| Archer Investment Corp | 479 | $49.9K | 0.02% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 468 | $48.7K | 0.02% | +468 | New |
| Tower View Investment Management & Research LLC | 459 | $48.0K | 0.03% | +4+0.9% | Added |
| WFA of San Diego, LLC | 459 | $47.8K | 0.04% | +459 | New |
| DB Wealth Management Group, LLC | 435 | $45.3K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 433 | $45.1K | 0.02% | +128+42.0% | Added |
| Oakworth Capital, Inc. | 426 | $44.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 548 | $44.2K | 0.01% | +1+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 415 | $43.2K | 0.03% | +415 | New |
| Sierra Capital LLC | 411 | $43.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 412 | $42.8K | 0.03% | +2+0.5% | Added |
| Loomis Sayles & Co L P | 400 | $42.0K | 0.00% | +351+716.3% | Added |
| Affiance Financial, LLC | 400 | $41.6K | 0.02% | +400 | New |
| PrairieView Partners, LLC | 396 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 394 | $41.0K | 0.01% | +50+14.5% | Added |
| First Command Financial Services, Inc. | 394 | $41.0K | 0.01% | +50+14.5% | Added |
| Evolution Advisers, Inc. | 393 | $40.0K | 0.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 378 | $39.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 376 | $39.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 368 | $38.3K | 0.01% | +3+0.8% | Added |
| Accel Wealth Management | 357 | $37.1K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 355 | $36.9K | 0.06% | −5−1.4% | Reduced |
| Horan Securities, Inc. | 352 | $36.7K | 0.02% | +1+0.3% | Added |
| Key Financial Inc | 449 | $36.2K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 329 | $34.2K | 0.01% | −6−1.8% | Reduced |
| TSFG, LLC | 326 | $34.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 319 | $33.2K | 0.01% | −459−59.0% | Reduced |
| Hoese & Co LLP | 302 | $33.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 317 | $33.0K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 308 | $32.9K | 0.02% | +308 | New |
| Arlington Partners LLC | 316 | $32.9K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 314 | $32.9K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 315 | $32.8K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 312 | $32.5K | 0.00% | +312 | New |
| Cornerstone Planning Group LLC | 303 | $31.7K | 0.01% | +303 | New |
| First Financial Corp | 303 | $31.5K | 0.02% | +83+37.7% | Added |
| Lee Financial Co | 301 | $31.3K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 300 | $31.2K | 0.01% | −29,600−99.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 300 | $31.2K | 0.02% | +300 | New |
| Rocky Mountain Advisers, LLC | 299 | $31.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 285 | $29.7K | 0.02% | +285 | New |
| Brown, Lisle/Cummings, Inc. | 275 | $28.6K | 0.02% | −3−1.1% | Reduced |
| Align Wealth Management, LLC | 352 | $28.4K | 0.02% | +352 | New |
| Ten Capital Wealth Advisors, LLC | 272 | $28.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 251 | $26.1K | 0.01% | +251 | New |
| Atlantic Trust, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 249 | $25.9K | 0.01% | +16+6.9% | Added |
| Lazard Asset Management LLC | 249 | $25.0K | 0.00% | −1,791−87.8% | Reduced |
| Win Advisors, Inc | 222 | $23.1K | 0.01% | +4+1.8% | Added |
| 3Chopt Investment Partners, LLC | 222 | $23.1K | 0.01% | +222 | New |
| Tortoise Investment Management, LLC | 220 | $22.9K | 0.00% | −62−22.0% | Reduced |
| Corrado Advisors, LLC | 220 | $22.9K | 0.02% | +220 | New |
| Leelyn Smith, LLC | 220 | $22.8K | 0.01% | +1+0.5% | Added |
| Morton Brown Family Wealth, LLC | 219 | $22.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 216 | $22.4K | 0.01% | +1+0.5% | Added |
| Arcus Capital Partners, LLC | 213 | $22.2K | 0.01% | +213 | New |
| First Community Trust NA | 208 | $22.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $22.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 210 | $21.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 208 | $21.7K | 0.01% | +208 | New |
| Clear Perspectives Financial Planning, LLC | 204 | $21.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 200 | $20.8K | 0.00% | −125−38.5% | Reduced |
| WR Wealth Planners, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 196 | $20.4K | 0.00% | −73−27.1% | Reduced |
| Coston, McIsaac & Partners | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 192 | $20.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $19.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 184 | $19.1K | 0.01% | +92+100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 179 | $18.6K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $18.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 170 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $17.7K | 0.00% | +74+77.1% | Added |
| Legacy Bridge, LLC | 161 | $16.8K | 0.01% | +161 | New |
| SOA Wealth Advisors, LLC. | 161 | $16.7K | 0.00% | +1+0.6% | Added |
| Atticus Wealth Management, LLC | 160 | $16.7K | 0.01% | −77−32.5% | Reduced |
| Wolff Wiese Magana LLC | 159 | $16.5K | 0.01% | −35−18.0% | Reduced |
| Burleson & Company, LLC | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 150 | $15.6K | 0.01% | +150 | New |
| New Millennium Group LLC | 150 | $15.6K | 0.02% | +2+1.4% | Added |
| Truvestments Capital LLC | 146 | $15.2K | 0.01% | +28+23.7% | Added |
| Princeton Global Asset Management LLC | 145 | $15.0K | 0.00% | +1+0.7% | Added |
| PFG Private Wealth Management, LLC | 147 | $15.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 144 | $15.0K | 0.01% | +144 | New |
| Stephens Consulting, LLC | 133 | $13.8K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 125 | $13.6K | 0.01% | +125 | New |
| Goodwin Investment Advisory | 128 | $13.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 120 | $12.5K | 0.00% | +47+64.4% | Added |