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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 1,575 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2022: $35.1B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2022.

Institutions holding PSX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Distillate Capital Partners LLC117$12.2K1.14%+117New
Level Financial Advisors, Inc.116$12.0K0.01%+15+14.9%Added
My Personal CFO, LLC108$11.2K0.01%+108New
Raleigh Capital Management Inc.107$11.1K0.01%+71+197.2%Added
Roble, Belko & Company, Inc110$11.0K0.00%00.0%Unchanged
American State Bank (Iowa)105$10.9K0.01%00.0%Unchanged
Kenfarb & Co.104$10.8K0.01%00.0%Unchanged
Focused Wealth Management, Inc102$10.7K0.00%00.0%Unchanged
Quarry LP101$10.5K0.01%+101New
Moisand Fitzgerald Tamayo, LLC100$10.4K0.00%00.0%Unchanged
Barrett & Company, Inc.99$10.3K0.01%00.0%Unchanged
Lakewood Asset Management LLC100$10.0K0.01%+100New
Operose Advisors LLC96$9.99K0.01%00.0%Unchanged
United Community Bank96$9.99K0.01%00.0%Unchanged
Advanced Asset Management Advisors Inc93$9.68K0.00%+93New
Glen Eagle Advisors, LLC77$8.01K0.00%00.0%Unchanged
Raffa Wealth Management, LLC76$7.91K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC74$7.70K0.01%+74New
Tilia Fiduciary Partners, Inc.71$7.36K0.01%+1+1.4%Added
Castleview Partners, LLC70$7.29K0.01%00.0%Unchanged
HighMark Wealth Management LLC70$7.24K0.01%+1+1.4%Added
Kelly Financial Services LLC69$7.18K0.00%00.0%Unchanged
Albion Financial Group66$6.87K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC66$6.87K0.01%00.0%Unchanged
Highline Wealth Partners LLC66$6.87K0.01%+36+120.0%Added
Financial Freedom, LLC65$6.78K0.00%+65New
Laffer Tengler Investments65$6.76K0.00%00.0%Unchanged
Financial Perspectives, Inc63$6.56K0.00%00.0%Unchanged
Abound Wealth Management58$6.06K0.00%+16+38.1%Added
Webster Bank, N. A.54$6.00K0.00%00.0%Unchanged
Clean Yield Group55$5.72K0.00%+55New
Bogart Wealth, LLC51$5.31K0.00%−78−60.5%Reduced
Cypress Capital Management LLC (WY)50$5.20K0.01%00.0%Unchanged
Marshall & Sullivan Inc50$5.20K0.00%+50New
Cribstone Capital Management, LLC50$5.20K0.00%+50New
Oliver Lagore Vanvalin Investment Group50$5.20K0.00%+50New
New Hampshire Trust49$5.10K0.00%+49New
Maryland Capital Advisors Inc.46$4.79K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$4.58K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC42$4.37K0.00%00.0%Unchanged
Norway Savings Bank40$4.16K0.00%+40New
American National Bank40$4.00K0.00%00.0%Unchanged
Horrell Capital Management, Inc.34$4.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$4.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.38$3.96K0.00%00.0%Unchanged
IMA Wealth, Inc.33$3.44K0.00%00.0%Unchanged
Independence Bank of Kentucky25$3.00K0.00%−13−34.2%Reduced
KB Financial Partners, LLC27$3.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.30$3.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC27$2.81K0.00%−18−40.0%Reduced
Aua Capital Management, LLC26$2.71K0.00%00.0%Unchanged
Column Capital Advisors, LLC23$2.39K0.00%+13+130.0%Added
Sugarloaf Wealth Management, LLC21$2.23K0.00%−1,082−98.1%Reduced
Robbins Farley LLC20$2.08K0.00%+20New
Johnson Midwest Financial, LLC19$2.00K0.01%00.0%Unchanged
Penserra Capital Management LLC26$2.00K0.00%+26New
Coppell Advisory Solutions LLC18$1.87K0.00%+18New
Coppell Advisory Solutions Corp.18$1.87K0.00%+18New
Delta Asset Management LLC17$1.77K0.00%+17New
Assetmark, Inc15$1.56K0.00%00.0%Unchanged
Sofos Investments, Inc.104$1.10K0.01%−1,192−92.0%Reduced
Tucker Asset Management LLC10$1.04K0.00%00.0%Unchanged
Artemis Wealth Advisors, LLC6$1.00K0.00%00.0%Unchanged
VitalStone Financial, LLC10$1.00K0.00%+10New
Center for Financial Planning, Inc.7$7290.00%00.0%Unchanged
True Wealth Design, LLC7$7290.00%+7New
Hollencrest Capital Management5$5200.00%+5New
PFS Partners, LLC2$2200.00%00.0%Unchanged
Richard W. Paul & Associates, LLC2$2080.00%+2New
Atwood & Palmer Inc1$1040.00%00.0%Unchanged
St. Johns Investment Management Company, LLC1$1040.00%00.0%Unchanged
Tfo-TDC, LLC1$1010.00%+1New
Iron Horse Wealth Management, LLC1$00.00%00.0%Unchanged
Westside Investment Management, Inc.1,571––−100−6.0%Reduced
Natixis0$00.00%−321,449−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−125,823−100.0%Sold out
Bornite Capital Management LP0$00.00%−100,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−66,763−100.0%Sold out
Scissortail Wealth Management, LLC0$00.00%−48,642−100.0%Sold out
Ilmarinen Mutual Pension Insurance Co0$00.00%−48,100−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−45,949−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−45,056−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−34,663−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−30,300−100.0%Sold out
Walleye Trading LLC0$00.00%−27,667−100.0%Sold out
Econ Financial Services Corp0$00.00%−22,423−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−19,066−100.0%Sold out
HAP Trading, LLC0$00.00%−18,833−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−18,578−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−17,740−100.0%Sold out
Shay Capital LLC0$00.00%−9,935−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−9,574−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−8,512−100.0%Sold out
Independent Advisor Alliance0$00.00%−8,023−100.0%Sold out
XTX Topco Ltd0$00.00%−7,080−100.0%Sold out
Nicholas Hoffman & Company, LLC.0$00.00%−6,546−100.0%Sold out
Cypress Capital Management LLC0$00.00%−6,487−100.0%Sold out
Stamos Capital Partners, L.P.0$00.00%−6,490−100.0%Sold out
Meridian Management Co0$00.00%−6,352−100.0%Sold out
Shepherd Kaplan Krochuk, LLC0$00.00%−6,050−100.0%Sold out