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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 54,354 | $5.66M | 0.11% | −3,195−5.6% | Reduced |
| Brick & Kyle, Associates | 53,669 | $5.59M | 3.25% | −654−1.2% | Reduced |
| Kornitzer Capital Management Inc | 53,551 | $5.57M | 0.11% | −6,235−10.4% | Reduced |
| Simmons Bank | 53,192 | $5.54M | 0.48% | −219−0.4% | Reduced |
| Brown Advisory Inc | 52,733 | $5.49M | 0.01% | +3,095+6.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 52,288 | $5.44M | 1.19% | −259−0.5% | Reduced |
| Atria Investments LLC | 50,798 | $5.28M | 0.11% | +1,916+3.9% | Added |
| Avantax Advisory Services, Inc. | 50,678 | $5.27M | 0.07% | +308+0.6% | Added |
| Atria Wealth Solutions, Inc. | 50,396 | $5.25M | 0.08% | +15,300+43.6% | Added |
| Salem Investment Counselors Inc | 50,274 | $5.23M | 0.22% | +2,150+4.5% | Added |
| CIBC Private Wealth Group, LLC | 59,266 | $5.21M | 0.02% | −981−1.6% | Reduced |
| RBF Capital, LLC | 50,000 | $5.20M | 0.39% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 50,001 | $5.20M | 0.08% | +5,140+11.5% | Added |
| Prime Capital Investment Advisors, LLC | 49,327 | $5.13M | 0.19% | +10,146+25.9% | Added |
| Pearl River Capital, LLC | 49,010 | $5.10M | 0.87% | +10,524+27.3% | Added |
| Intact Investment Management Inc. | 49,000 | $5.10M | 0.22% | −16,100−24.7% | Reduced |
| Park Avenue Securities LLC | 48,582 | $5.06M | 0.09% | +1,987+4.3% | Added |
| USS Investment Management Ltd | 47,900 | $4.99M | 0.07% | +38,800+426.4% | Added |
| Meyer Handelman Co | 47,872 | $4.98M | 0.21% | −800−1.6% | Reduced |
| Rothschild Investment Corp | 46,645 | $4.86M | 0.45% | −296−0.6% | Reduced |
| Mirador Capital Partners LP | 46,546 | $4.84M | 1.15% | −487−1.0% | Reduced |
| Telos Capital Management, Inc. | 46,381 | $4.83M | 0.70% | +132+0.3% | Added |
| HBK Sorce Advisory LLC | 45,478 | $4.73M | 0.13% | +21,926+93.1% | Added |
| Stratos Wealth Advisors, LLC | 45,464 | $4.73M | 0.39% | +2,080+4.8% | Added |
| AE Wealth Management LLC | 45,426 | $4.73M | 0.03% | −3,619−7.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 45,125 | $4.70M | 1.07% | −11,360−20.1% | Reduced |
| Beacon Financial Group | 44,817 | $4.67M | 0.64% | −261−0.6% | Reduced |
| Rodgers Brothers Inc. | 44,818 | $4.66M | 0.94% | −18,405−29.1% | Reduced |
| Hartford Investment Management Co | 44,737 | $4.66M | 0.14% | −851−1.9% | Reduced |
| Stolper Co | 44,733 | $4.66M | 2.04% | +2,752+6.6% | Added |
| Ancora Advisors, LLC | 44,596 | $4.64M | 0.13% | +323+0.7% | Added |
| Westpac Banking Corp | 44,498 | $4.63M | 0.07% | −4,495−9.2% | Reduced |
| Huntington National Bank | 44,284 | $4.61M | 0.05% | −475−1.1% | Reduced |
| Scotia Capital Inc. | 43,783 | $4.56M | 0.04% | +1,259+3.0% | Added |
| Prudential PLC | 43,240 | $4.50M | 0.06% | +16,683+62.8% | Added |
| Umb Bank N A | 42,950 | $4.47M | 0.07% | −1,088−2.5% | Reduced |
| British Columbia Investment Management Corp | 42,614 | $4.44M | 0.05% | −5,063−10.6% | Reduced |
| Meeder Asset Management Inc | 42,370 | $4.41M | 0.39% | +17,005+67.0% | Added |
| Cary Street Partners Asset Management LLC | 42,356 | $4.41M | 0.89% | −11,500−21.4% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $4.38M | 1.84% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 41,925 | $4.36M | 0.32% | −1,272−2.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 41,899 | $4.36M | 0.02% | −4,100−8.9% | Reduced |
| Colonial Trust Advisors | 41,830 | $4.35M | 0.53% | +1,078+2.6% | Added |
| Texas Yale Capital Corp. | 41,643 | $4.33M | 0.25% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 40,993 | $4.27M | 0.11% | +40,993 | New |
| HM Payson & Co | 40,804 | $4.25M | 0.11% | −1,441−3.4% | Reduced |
| NewSquare Capital LLC | 40,477 | $4.21M | 0.53% | +2,790+7.4% | Added |
| National Bank of Canada | 40,376 | $4.20M | 0.01% | +24,221+149.9% | Added |
| King Luther Capital Management Corp | 39,990 | $4.16M | 0.02% | +442+1.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 39,973 | $4.16M | 1.37% | −1,357−3.3% | Reduced |
| Kesler, Norman & Wride, LLC | 39,721 | $4.13M | 1.06% | +28,107+242.0% | Added |
| Chatham Capital Group, Inc. | 39,415 | $4.10M | 0.96% | −450−1.1% | Reduced |
| Oppenheimer & Co Inc | 39,343 | $4.09M | 0.09% | +3,603+10.1% | Added |
| Cetera Investment Advisers | 39,338 | $4.09M | 0.04% | +21,507+120.6% | Added |
| Mackenzie Financial Corp | 39,197 | $4.08M | 0.01% | −21,951−35.9% | Reduced |
| Ameritas Investment Partners, Inc. | 38,984 | $4.07M | 0.16% | −119−0.3% | Reduced |
| Coldstream Capital Management Inc | 39,051 | $4.06M | 0.15% | +39,051 | New |
| Leavell Investment Management, Inc. | 38,850 | $4.04M | 0.30% | +3,023+8.4% | Added |
| Securian Asset Management, Inc | 38,854 | $4.04M | 0.11% | −226−0.6% | Reduced |
| Shorepoint Capital Partners LLC | 38,568 | $4.01M | 1.11% | +290+0.8% | Added |
| First American Bank | 38,250 | $3.98M | 0.38% | +266+0.7% | Added |
| First National Bank of Omaha | 37,821 | $3.94M | 0.24% | −2,241−5.6% | Reduced |
| Kentucky Retirement Systems | 37,821 | $3.94M | 0.16% | +165+0.4% | Added |
| Strategic Global Advisors, LLC | 37,741 | $3.93M | 0.63% | −2,780−6.9% | Reduced |
| Alpha Omega Wealth Management LLC | 37,528 | $3.91M | 0.69% | −763−2.0% | Reduced |
| Altrius Capital Management Inc | 37,419 | $3.89M | 1.22% | −1,236−3.2% | Reduced |
| Elo Mutual Pension Insurance Co | 37,235 | $3.88M | 0.13% | +1,101+3.0% | Added |
| Daiwa Securities Group Inc. | 37,217 | $3.87M | 0.03% | +2,273+6.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,109 | $3.86M | 0.08% | −7,755−17.3% | Reduced |
| Maryland State Retirement & Pension System | 37,049 | $3.86M | 0.11% | +37,049 | New |
| Fifth Third Bancorp | 36,838 | $3.83M | 0.02% | −25,396−40.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 37,616 | $3.82M | 2.52% | −2,356−5.9% | Reduced |
| Picton Mahoney Asset Management | 36,572 | $3.81M | 0.20% | +1,167+3.3% | Added |
| Farmers & Merchants Investments Inc | 36,532 | $3.80M | 0.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,484 | $3.80M | 0.01% | −9,961−21.4% | Reduced |
| FORA Capital, LLC | 36,444 | $3.79M | 0.61% | +36,444 | New |
| Alta Capital Management LLC | 35,880 | $3.73M | 0.29% | −5,210−12.7% | Reduced |
| Martin Capital Partners, LLC | 35,816 | $3.73M | 1.54% | +2,607+7.9% | Added |
| Dakota Wealth Management | 35,732 | $3.72M | 0.26% | −142−0.4% | Reduced |
| GWM Advisors LLC | 70,788 | $3.69M | 0.10% | +25,449+56.1% | Added |
| Pinnacle Associates Ltd | 35,287 | $3.67M | 0.08% | +242+0.7% | Added |
| Soviero Asset Management, LP | 35,000 | $3.64M | 2.16% | +35,000 | New |
| Gateway Investment Advisers LLC | 34,954 | $3.64M | 0.04% | +1,235+3.7% | Added |
| Kingsview Wealth Management, LLC | 34,624 | $3.60M | 0.16% | −754−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,533 | $3.59M | 0.01% | +1,058+3.2% | Added |
| National Asset Management, Inc. | 34,422 | $3.58M | 0.10% | +2,663+8.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 34,349 | $3.58M | 0.01% | +1,769+5.4% | Added |
| Brady Family Wealth, LLC | 34,023 | $3.54M | 1.46% | +34,023 | New |
| Viking Fund Management LLC | 34,000 | $3.54M | 0.70% | −9,000−20.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 33,827 | $3.52M | 2.44% | +191+0.6% | Added |
| McDonald Partners LLC | 33,726 | $3.51M | 1.20% | +92+0.3% | Added |
| Van Eck Associates Corp | 33,536 | $3.49M | 0.01% | −3,847−10.3% | Reduced |
| Candriam Luxembourg S.C.A. | 33,455 | $3.48M | 0.02% | +76+0.2% | Added |
| Citizens National Bank Trust Department | 33,439 | $3.48M | 0.98% | +30+0.1% | Added |
| Colonial Trust Co | 33,321 | $3.47M | 0.95% | +3,505+11.8% | Added |
| Northeast Financial Consultants Inc | 33,200 | $3.46M | 0.23% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 32,956 | $3.43M | 0.06% | −892−2.6% | Reduced |
| Exencial Wealth Advisors, LLC | 32,584 | $3.39M | 0.18% | −2,780−7.9% | Reduced |
| Arkadios Wealth Advisors | 32,520 | $3.38M | 0.45% | +2,620+8.8% | Added |
| Canal Insurance CO | 32,500 | $3.38M | 0.93% | 00.0% | Unchanged |