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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 32,463 | $3.38M | 0.55% | −486−1.5% | Reduced |
| Tweedy, Browne Co LLC | 32,401 | $3.37M | 0.18% | −92−0.3% | Reduced |
| Nations Financial Group Inc, | 32,274 | $3.36M | 0.38% | +23,347+261.5% | Added |
| Ziegler Capital Management, LLC | 32,080 | $3.33M | 0.14% | +167+0.5% | Added |
| Norinchukin Bank, The | 31,248 | $3.25M | 0.07% | −9,000−22.4% | Reduced |
| Wealth Advisory Solutions, LLC | 31,031 | $3.23M | 0.87% | −1,545−4.7% | Reduced |
| Brookstone Capital Management | 30,134 | $3.19M | 0.06% | −8,158−21.3% | Reduced |
| Ellerson Group Inc | 30,527 | $3.18M | 3.36% | +30,527 | New |
| Louisiana State Employees Retirement System | 30,500 | $3.17M | 0.09% | −300−1.0% | Reduced |
| Mattern Wealth Management LLC | 30,455 | $3.17M | 1.28% | +3,616+13.5% | Added |
| Cyndeo Wealth Partners, LLC | 30,449 | $3.17M | 0.37% | +30,449 | New |
| Segall Bryant & Hamill, LLC | 30,395 | $3.16M | 0.04% | −587−1.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,224 | $3.15M | 1.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 30,052 | $3.13M | 0.03% | −617−2.0% | Reduced |
| Profund Advisors LLC | 29,866 | $3.11M | 0.20% | +2,688+9.9% | Added |
| PGGM Investments | 29,765 | $3.10M | 0.05% | −6,618−18.2% | Reduced |
| Riverview Capital Advisers, LLC | 29,534 | $3.07M | 1.65% | 00.0% | Unchanged |
| Central Trust Co | 29,132 | $3.03M | 0.09% | −571−1.9% | Reduced |
| River Wealth Advisors LLC | 28,721 | $2.99M | 0.58% | +1,795+6.7% | Added |
| Parsons Capital Management Inc | 28,705 | $2.99M | 0.25% | +131+0.5% | Added |
| SWS Partners | 28,486 | $2.96M | 1.41% | −591−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 28,256 | $2.94M | 0.09% | −191−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,019 | $2.92M | 0.63% | +1,198+4.5% | Added |
| CIBC World Markets Inc. | 27,987 | $2.91M | 0.01% | +22,023+369.3% | Added |
| Johnson Investment Counsel Inc | 27,826 | $2.90M | 0.04% | +571+2.1% | Added |
| CFM Wealth Partners LLC | 27,358 | $2.85M | 0.85% | +50.0% | Added |
| Metropolitan Life Insurance Co | 27,336 | $2.85M | 0.13% | −1,302−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,279 | $2.84M | 0.05% | +3,503+14.7% | Added |
| LexAurum Advisors, LLC | 27,076 | $2.82M | 1.01% | +5,217+23.9% | Added |
| Silvercrest Asset Management Group LLC | 27,028 | $2.81M | 0.02% | −1,075−3.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,906 | $2.80M | 0.07% | +2,630+10.8% | Added |
| Stock Yards Bank & Trust Co | 26,874 | $2.80M | 0.11% | −100−0.4% | Reduced |
| Wolverine Trading, LLC | 26,685 | $2.78M | 0.05% | −6,634−19.9% | Reduced |
| Fundamentun, LLC | 26,620 | $2.77M | 0.49% | −2,300−8.0% | Reduced |
| Bayesian Capital Management, LP | 26,560 | $2.76M | 0.40% | +8,560+47.6% | Added |
| Principle Wealth Partners LLC | 26,240 | $2.73M | 0.31% | −400−1.5% | Reduced |
| TD Private Client Wealth LLC | 26,233 | $2.73M | 0.13% | +1,698+6.9% | Added |
| Baxter Bros Inc | 26,210 | $2.73M | 0.45% | −24−0.1% | Reduced |
| Demars Financial Group, LLC | 26,114 | $2.72M | 1.50% | −4,823−15.6% | Reduced |
| FDx Advisors, Inc. | 26,076 | $2.71M | 0.12% | +1,324+5.3% | Added |
| Brinker Capital Investments, LLC | 26,019 | $2.71M | 0.05% | −446−1.7% | Reduced |
| Cetera Advisors LLC | 25,945 | $2.70M | 0.05% | +6,288+32.0% | Added |
| Regions Financial Corp | 25,588 | $2.66M | 0.02% | +1,034+4.2% | Added |
| Cipher Capital LP | 25,575 | $2.66M | 0.50% | +7,095+38.4% | Added |
| Garrison Asset Management, LLC | 25,481 | $2.65M | 1.71% | −127−0.5% | Reduced |
| German American Bancorp, Inc. | 25,371 | $2.64M | 0.42% | +116+0.5% | Added |
| TownSquare Capital, LLC | 25,318 | $2.64M | 0.07% | +2,383+10.4% | Added |
| Quadrature Capital Ltd | 25,261 | $2.63M | 0.08% | −33,012−56.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,108 | $2.61M | 0.04% | −413−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 25,097 | $2.61M | 0.78% | +359+1.5% | Added |
| SevenBridge Financial Group, LLC | 25,043 | $2.61M | 0.76% | −1,286−4.9% | Reduced |
| Zacks Investment Management | 24,848 | $2.59M | 0.04% | −1,140−4.4% | Reduced |
| WBI Investments | 24,845 | $2.59M | 0.55% | −19,970−44.6% | Reduced |
| Clearbridge Investments, LLC | 24,832 | $2.58M | 0.00% | −890−3.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,639 | $2.56M | 1.52% | +311+1.3% | Added |
| Argyle Capital Management Inc. | 24,329 | $2.53M | 0.87% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 24,188 | $2.52M | 0.48% | +24,188 | New |
| Procyon Private Wealth Partners, LLC | 24,125 | $2.51M | 0.46% | +8,403+53.4% | Added |
| MAI Capital Management | 24,082 | $2.51M | 0.04% | +1,682+7.5% | Added |
| DCM Advisors, LLC | 24,066 | $2.50M | 1.21% | +11,840+96.8% | Added |
| Wisconsin Capital Management LLC | 23,980 | $2.50M | 1.89% | +23,980 | New |
| Prospera Financial Services Inc | 23,973 | $2.50M | 0.12% | +4,783+24.9% | Added |
| Becker Capital Management Inc | 23,917 | $2.49M | 0.12% | −2,921−10.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 24,110 | $2.45M | 1.11% | +7,833+48.1% | Added |
| Stratos Wealth Partners, LTD. | 23,360 | $2.43M | 0.06% | +195+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 23,187 | $2.41M | 0.05% | −1,291−5.3% | Reduced |
| JustInvest LLC | 23,021 | $2.40M | 0.10% | −1,657−6.7% | Reduced |
| Hancock Whitney Corp | 22,931 | $2.39M | 0.09% | +9,936+76.5% | Added |
| Argonautica Private Wealth Management, Inc | 22,786 | $2.37M | 1.21% | +22,786 | New |
| Benjamin F. Edwards & Company, Inc. | 22,728 | $2.37M | 0.11% | +749+3.4% | Added |
| Toroso Investments, LLC | 22,720 | $2.37M | 0.09% | +208+0.9% | Added |
| New Mexico Educational Retirement Board | 22,528 | $2.35M | 0.13% | −2,100−8.5% | Reduced |
| Great Valley Advisor Group, Inc. | 22,470 | $2.34M | 0.12% | +1,212+5.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,332 | $2.32M | 2.05% | +568+2.6% | Added |
| Veritable, L.P. | 22,156 | $2.31M | 0.04% | −872−3.8% | Reduced |
| Gries Financial LLC | 22,111 | $2.30M | 0.76% | +7,333+49.6% | Added |
| Bailard, Inc. | 21,972 | $2.29M | 0.09% | −343−1.5% | Reduced |
| Vident Investment Advisory, LLC | 21,831 | $2.27M | 0.09% | −3,883−15.1% | Reduced |
| Gotham Asset Management, LLC | 21,745 | $2.26M | 0.06% | −5,124−19.1% | Reduced |
| Wedbush Securities Inc | 21,721 | $2.26M | 0.12% | +243+1.1% | Added |
| Cardinal Capital Management | 21,719 | $2.26M | 0.48% | +36+0.2% | Added |
| CSS LLC | 21,712 | $2.26M | 0.15% | −1,000−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,677 | $2.26M | 0.10% | +104+0.5% | Added |
| Miracle Mile Advisors, LLC | 21,535 | $2.24M | 0.08% | +100.0% | Added |
| XML Financial, LLC | 21,329 | $2.22M | 0.28% | 00.0% | Unchanged |
| Patten & Patten Inc | 21,227 | $2.21M | 0.20% | −35−0.2% | Reduced |
| Prio Wealth Limited Partnership | 21,201 | $2.21M | 0.09% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 21,172 | $2.20M | 0.21% | 00.0% | Unchanged |
| City Holding Co | 21,100 | $2.20M | 0.41% | −120−0.6% | Reduced |
| Herold Advisors, Inc. | 20,999 | $2.19M | 0.93% | +152+0.7% | Added |
| Somerset Trust Co | 20,882 | $2.17M | 0.91% | +31+0.1% | Added |
| Hartford Financial Management Inc. | 20,634 | $2.15M | 0.57% | −30−0.1% | Reduced |
| First Nebraska Trust Co | 20,567 | $2.14M | 0.28% | −99−0.5% | Reduced |
| Cheviot Value Management, LLC | 20,166 | $2.13M | 0.53% | −300−1.5% | Reduced |
| BNC Wealth Management, LLC | 20,172 | $2.10M | 1.24% | +20,172 | New |
| Vontobel Holding Ltd. | 20,508 | $2.09M | 0.02% | −9,913−32.6% | Reduced |
| Burney Co | 20,094 | $2.09M | 0.11% | −917−4.4% | Reduced |
| Centric Wealth Management | 20,017 | $2.08M | 1.06% | +20,017 | New |
| Ashton Thomas Private Wealth, LLC | 19,782 | $2.06M | 0.20% | +2,109+11.9% | Added |
| Cunning Capital Partners, LP | 19,750 | $2.06M | 1.46% | 00.0% | Unchanged |