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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 110,458 | $11.5M | 0.09% | +14,152+14.7% | Added |
| Lawson Kroeker Investment Management Inc | 108,384 | $11.3M | 3.81% | −4,275−3.8% | Reduced |
| CCM Investment Advisers LLC | 107,632 | $11.2M | 1.78% | −6,984−6.1% | Reduced |
| Advisors Asset Management, Inc. | 107,202 | $11.2M | 0.23% | −1,499−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 105,184 | $10.9M | 0.14% | +68,314+185.3% | Added |
| Skba Capital Management LLC | 104,085 | $10.8M | 2.00% | −600−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 103,966 | $10.8M | 0.24% | −8,331−7.4% | Reduced |
| Panagora Asset Management Inc | 103,879 | $10.8M | 0.07% | −105,815−50.5% | Reduced |
| Macquarie Group Ltd | 103,113 | $10.7M | 0.01% | +7,821+8.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 101,634 | $10.6M | 0.05% | +3,359+3.4% | Added |
| Richard C. Young & CO., LTD. | 100,507 | $10.5M | 1.39% | +95+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 100,354 | $10.4M | 0.18% | +1,843+1.9% | Added |
| Premier Fund Managers Ltd | 100,300 | $10.4M | 0.41% | +68,300+213.4% | Added |
| Balyasny Asset Management LLC | 98,902 | $10.3M | 0.04% | +57,489+138.8% | Added |
| Annex Advisory Services, LLC | 96,677 | $10.1M | 0.57% | +5,651+6.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 96,055 | $10.0M | 0.46% | +673+0.7% | Added |
| Navellier & Associates Inc | 94,008 | $9.78M | 1.99% | +37,246+65.6% | Added |
| Raymond James Trust N.A. | 93,951 | $9.78M | 0.33% | +1,151+1.2% | Added |
| Bollard Group LLC | 93,094 | $9.69M | 0.37% | −1,837−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 91,698 | $9.54M | 0.48% | +14,817+19.3% | Added |
| Marshall Wace, LLP | 91,580 | $9.53M | 0.02% | −325,480−78.0% | Reduced |
| Heritage Investors Management Corp | 90,761 | $9.45M | 0.43% | −1,178−1.3% | Reduced |
| Mercer Global Advisors Inc | 90,527 | $9.42M | 0.05% | −30,210−25.0% | Reduced |
| Alberta Investment Management Corp | 88,900 | $9.25M | 0.08% | −135,079−60.3% | Reduced |
| Federated Hermes, Inc. | 88,805 | $9.24M | 0.03% | +15,689+21.5% | Added |
| Calamos Advisors LLC | 88,269 | $9.19M | 0.04% | −15,606−15.0% | Reduced |
| Yousif Capital Management, LLC | 88,035 | $9.16M | 0.12% | −2,880−3.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 87,437 | $9.10M | 2.76% | −6,170−6.6% | Reduced |
| Man Group plc | 87,315 | $9.09M | 0.03% | −286,895−76.7% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $8.92M | 0.13% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 84,751 | $8.82M | 0.08% | −3,522−4.0% | Reduced |
| CIBC Asset Management Inc | 84,569 | $8.80M | 0.04% | +17,937+26.9% | Added |
| Utah Retirement Systems | 83,967 | $8.74M | 0.14% | −2,200−2.6% | Reduced |
| Comerica Bank | 85,096 | $8.72M | 0.07% | +1,361+1.6% | Added |
| Mattern Capital Management, LLC | 82,614 | $8.60M | 1.59% | −6,806−7.6% | Reduced |
| IFM Investors Pty Ltd | 82,175 | $8.55M | 0.14% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 80,451 | $8.37M | 1.21% | +80,451 | New |
| Marathon Capital Management | 80,126 | $8.34M | 2.30% | −43,106−35.0% | Reduced |
| Miller Howard Investments Inc | 80,028 | $8.33M | 0.30% | +72,088+907.9% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $8.33M | 0.81% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,891 | $8.31M | 0.07% | +9,528+13.5% | Added |
| Opus Investment Management Inc | 79,689 | $8.29M | 2.95% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 79,107 | $8.23M | 2.42% | −19,290−19.6% | Reduced |
| Gulf International Bank (UK) Ltd | 78,120 | $8.13M | 0.14% | −298−0.4% | Reduced |
| Bank of Nova Scotia | 78,027 | $8.12M | 0.02% | +24,165+44.9% | Added |
| Adell Harriman & Carpenter Inc | 77,031 | $8.02M | 0.92% | +16,765+27.8% | Added |
| New York Life Investment Management LLC | 76,121 | $7.92M | 0.09% | −1,504−1.9% | Reduced |
| Marco Investment Management LLC | 75,856 | $7.90M | 0.92% | −505−0.7% | Reduced |
| Visionary Wealth Advisors | 75,640 | $7.87M | 0.73% | +2,282+3.1% | Added |
| Xponance, Inc. | 75,499 | $7.86M | 0.13% | +8,571+12.8% | Added |
| Bryn Mawr Trust Co | 74,060 | $7.71M | 0.35% | −2,910−3.8% | Reduced |
| DT Investment Partners, LLC | 72,960 | $7.59M | 1.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 72,728 | $7.57M | 0.04% | −5,787−7.4% | Reduced |
| Schroder Investment Management Group | 71,817 | $7.47M | 0.01% | +6,181+9.4% | Added |
| Fort Point Capital Partners LLC | 71,609 | $7.45M | 1.31% | 00.0% | Unchanged |
| United Services Automobile Association | 71,080 | $7.40M | 0.17% | +900+1.3% | Added |
| Railway Pension Investments Ltd | 70,700 | $7.36M | 0.07% | +70,700 | New |
| Mount Yale Investment Advisors, LLC | 69,830 | $7.27M | 0.83% | −8,500−10.9% | Reduced |
| Osborne Partners Capital Management, LLC | 69,470 | $7.23M | 0.57% | −404−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 69,457 | $7.23M | 0.04% | +8,463+13.9% | Added |
| Crossmark Global Holdings, Inc. | 68,788 | $7.16M | 0.18% | −10,928−13.7% | Reduced |
| Foundation Resource Management Inc | 68,064 | $7.08M | 1.17% | +139+0.2% | Added |
| Mutual of America Capital Management LLC | 67,529 | $7.03M | 0.09% | +926+1.4% | Added |
| Texas Permanent School Fund | 67,152 | $6.99M | 0.11% | −914−1.3% | Reduced |
| D.A. Davidson & Co. | 66,966 | $6.97M | 0.08% | −5,466−7.5% | Reduced |
| Aventail Capital Group, LP | 65,074 | $6.77M | 0.81% | +65,074 | New |
| Susquehanna Fundamental Investments, LLC | 64,797 | $6.74M | 0.12% | +64,797 | New |
| Trexquant Investment LP | 64,789 | $6.74M | 0.19% | −328,150−83.5% | Reduced |
| Royal Fund Management, LLC | 64,029 | $6.66M | 1.10% | +929+1.5% | Added |
| Atlantic Union Bankshares Corp | 64,017 | $6.66M | 0.71% | −4,649−6.8% | Reduced |
| ARGI Investment Services, LLC | 63,573 | $6.62M | 0.21% | −1,236−1.9% | Reduced |
| Millennium Management LLC | 62,907 | $6.55M | 0.01% | +40,698+183.3% | Added |
| Aristotle Atlantic Partners, LLC | 62,567 | $6.51M | 0.36% | −33,214−34.7% | Reduced |
| Wintrust Investments LLC | 62,469 | $6.50M | 0.85% | −16,450−20.8% | Reduced |
| Venture Visionary Partners LLC | 62,382 | $6.49M | 0.47% | +5,931+10.5% | Added |
| First American Trust, FSB | 61,635 | $6.42M | 0.99% | +1,173+1.9% | Added |
| Congress Wealth Management LLC | 61,346 | $6.38M | 0.16% | +303+0.5% | Added |
| Montgomery Investment Management Inc | 61,252 | $6.38M | 2.26% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 61,004 | $6.35M | 1.22% | −11,023−15.3% | Reduced |
| Janus Henderson Group PLC | 60,497 | $6.30M | 0.00% | +2,461+4.2% | Added |
| Buckingham Capital Management, Inc. | 60,159 | $6.26M | 1.09% | +1,160+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 59,845 | $6.23M | 0.02% | +26,130+77.5% | Added |
| Alley Investment Management Company, LLC | 59,520 | $6.20M | 1.06% | −40−0.1% | Reduced |
| Wesbanco Bank Inc | 58,923 | $6.13M | 0.27% | +2,495+4.4% | Added |
| Cubist Systematic Strategies, LLC | 58,284 | $6.07M | 0.05% | −5,308−8.3% | Reduced |
| Geneos Wealth Management Inc. | 57,754 | $6.01M | 0.36% | +12,788+28.4% | Added |
| Mount Lucas Management LP | 57,480 | $5.98M | 1.96% | +29,440+105.0% | Added |
| Cetera Advisor Networks LLC | 57,377 | $5.97M | 0.05% | +13,813+31.7% | Added |
| Nissay Asset Management Corp | 57,270 | $5.96M | 0.06% | +925+1.6% | Added |
| FIL Ltd | 57,149 | $5.95M | 0.01% | +13,911+32.2% | Added |
| Berger Financial Group, Inc | 56,926 | $5.92M | 0.78% | +386+0.7% | Added |
| Cypress Capital Group | 56,533 | $5.88M | 0.89% | +11,262+24.9% | Added |
| ExodusPoint Capital Management, LP | 56,413 | $5.87M | 0.09% | +56,413 | New |
| Advisory Services Network, LLC | 55,651 | $5.79M | 0.18% | +9,983+21.9% | Added |
| Cerity Partners LLC | 55,639 | $5.79M | 0.04% | +2,309+4.3% | Added |
| Czech National Bank | 55,322 | $5.76M | 0.15% | −562−1.0% | Reduced |
| Wealthfront Advisers LLC | 54,979 | $5.72M | 0.03% | −183−0.3% | Reduced |
| Country Club Bank | 54,736 | $5.70M | 0.50% | +525+1.0% | Added |
| Commerce Bank | 54,623 | $5.69M | 0.05% | +382+0.7% | Added |
| Nkcfo LLC | 54,500 | $5.67M | 2.66% | 00.0% | Unchanged |