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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 19,743 | $2.05M | 0.15% | −7,341−27.1% | Reduced |
| Mather Group, LLC. | 19,742 | $2.05M | 0.04% | −1,900−8.8% | Reduced |
| Tower Research Capital LLC (TRC) | 19,650 | $2.04M | 0.08% | −9,762−33.2% | Reduced |
| Hendley & Co Inc | 19,570 | $2.04M | 0.91% | −30,503−60.9% | Reduced |
| Synovus Financial Corp | 19,520 | $2.03M | 0.02% | +194+1.0% | Added |
| Bessemer Group Inc | 19,411 | $2.02M | 0.00% | −1,282−6.2% | Reduced |
| Intrust Bank NA | 19,379 | $2.02M | 0.28% | +1,152+6.3% | Added |
| Private Advisor Group, LLC | 40,765 | $2.01M | 0.10% | +614+1.5% | Added |
| Convergence Investment Partners, LLC | 19,269 | $2.01M | 1.19% | +291+1.5% | Added |
| Koshinski Asset Management, Inc. | 19,152 | $1.99M | 0.19% | −2,496−11.5% | Reduced |
| Daymark Wealth Partners, LLC | 19,117 | $1.99M | 0.35% | +19,117 | New |
| Hodges Capital Management Inc. | 19,102 | $1.99M | 0.17% | +6,728+54.4% | Added |
| STRS Ohio | 19,045 | $1.98M | 0.01% | −46−0.2% | Reduced |
| Advisor Partners II, LLC | 18,887 | $1.97M | 0.12% | +1,301+7.4% | Added |
| Keystone Wealth Services, LLC | 18,830 | $1.96M | 0.85% | −295−1.5% | Reduced |
| Trustmark National Bank Trust Department | 18,791 | $1.96M | 0.18% | −92−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 18,763 | $1.95M | 0.36% | +1,857+11.0% | Added |
| Sigma Planning Corp | 18,700 | $1.95M | 0.07% | +2,528+15.6% | Added |
| Sonora Investment Management Group, LLC | 18,670 | $1.94M | 0.18% | +1,704+10.0% | Added |
| Icon Wealth Advisors, LLC | 18,597 | $1.94M | 0.22% | +56+0.3% | Added |
| Carret Asset Management, LLC | 18,538 | $1.93M | 0.27% | −452−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,468 | $1.92M | 0.15% | −637−3.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.90M | 0.31% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 18,260 | $1.90M | 0.13% | +646+3.7% | Added |
| apricus wealth, LLC | 18,240 | $1.90M | 1.73% | −540−2.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,151 | $1.89M | 0.62% | +740+4.3% | Added |
| Leonteq Securities AG | 17,990 | $1.87M | 0.10% | −13,905−43.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,918 | $1.86M | 0.08% | −55−0.3% | Reduced |
| Financial Counselors Inc | 17,901 | $1.86M | 0.04% | +233+1.3% | Added |
| Auxier Asset Management | 17,812 | $1.85M | 0.32% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 17,630 | $1.83M | 0.76% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 17,415 | $1.81M | 0.10% | +17,415 | New |
| Telemus Capital, LLC | 17,109 | $1.81M | 0.16% | −136−0.8% | Reduced |
| Moser Wealth Advisors, LLC | 17,261 | $1.80M | 1.35% | −187−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,239 | $1.79M | 0.16% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 17,020 | $1.77M | 1.16% | +720+4.4% | Added |
| Left Brain Wealth Management, LLC | 16,978 | $1.77M | 1.32% | +16,978 | New |
| Northside Capital Management, LLC | 16,941 | $1.76M | 0.53% | +93+0.6% | Added |
| Curbstone Financial Management Corp | 16,926 | $1.76M | 0.44% | −50−0.3% | Reduced |
| IFP Advisors, Inc | 14,546 | $1.74M | 0.05% | −17,500−54.6% | Reduced |
| Crescent Sterling, Ltd. | 16,581 | $1.73M | 1.85% | +16,581 | New |
| Cobblestone Capital Advisors LLC | 16,507 | $1.72M | 0.13% | +99+0.6% | Added |
| HB Wealth Management, LLC | 16,373 | $1.70M | 0.03% | +710+4.5% | Added |
| Azzad Asset Management Inc | 16,356 | $1.70M | 0.27% | −1,907−10.4% | Reduced |
| Equitable Trust Co | 16,100 | $1.68M | 0.13% | +10,464+185.7% | Added |
| Community Bank, N.A. | 16,025 | $1.67M | 0.23% | −55−0.3% | Reduced |
| Pinnacle Wealth Management, LLC | 15,987 | $1.66M | 2.00% | +15,987 | New |
| Lincoln National Corp | 15,798 | $1.64M | 0.04% | −2,052−11.5% | Reduced |
| TBH Global Asset Management, LLC | 15,797 | $1.64M | 0.40% | −993−5.9% | Reduced |
| Metis Global Partners, LLC | 15,777 | $1.64M | 0.15% | +8,571+118.9% | Added |
| CWM, LLC | 15,668 | $1.63M | 0.01% | +118+0.8% | Added |
| Tower Bridge Advisors | 15,605 | $1.62M | 0.13% | 00.0% | Unchanged |
| First Manhattan Co | 15,604 | $1.62M | 0.01% | +8,000+105.2% | Added |
| Allstate Corp | 15,579 | $1.62M | 0.05% | +532+3.5% | Added |
| Allstate Investment Management Co | 15,579 | $1.62M | 0.05% | +15,579 | New |
| Americana Partners, LLC | 15,563 | $1.62M | 0.28% | +677+4.5% | Added |
| Wealth Alliance Advisory Group, LLC | 15,552 | $1.62M | 0.62% | +1,420+10.0% | Added |
| Everett Harris & Co | 15,191 | $1.58M | 0.03% | −30−0.2% | Reduced |
| Western Wealth Management, LLC | 15,080 | $1.57M | 0.16% | −4,180−21.7% | Reduced |
| Capital Advisors Inc | 14,930 | $1.55M | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 14,910 | $1.55M | 0.71% | +12,212+452.6% | Added |
| Harbour Investment Management LLC | 14,886 | $1.55M | 0.89% | −40−0.3% | Reduced |
| First Hawaiian Bank | 14,815 | $1.54M | 0.06% | −160−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,813 | $1.54M | 0.04% | −3,054−17.1% | Reduced |
| Ingalls & Snyder LLC | 14,714 | $1.53M | 0.08% | −128−0.9% | Reduced |
| Armor Investment Advisors, LLC | 14,632 | $1.52M | 0.93% | +91+0.6% | Added |
| Moors & Cabot, Inc. | 14,623 | $1.52M | 0.11% | −77−0.5% | Reduced |
| Qsemble Capital Management, LP | 14,500 | $1.51M | 1.05% | +14,500 | New |
| Terry L. Blaker | 14,478 | $1.51M | 0.14% | −105−0.7% | Reduced |
| Fractal Investments LLC | 14,471 | $1.51M | 0.36% | +14,471 | New |
| Cornercap Investment Counsel Inc | 14,444 | $1.50M | 0.26% | +14,444 | New |
| AlphaStar Capital Management, LLC | 14,318 | $1.49M | 0.15% | +1,237+9.5% | Added |
| VisionPoint Advisory Group, LLC | 13,759 | $1.49M | 0.62% | +13,759 | New |
| Strategic Financial Services, Inc, | 14,234 | $1.48M | 0.12% | −5,756−28.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,219 | $1.48M | 0.11% | −1,473−9.4% | Reduced |
| Horizon Investment Services, LLC | 14,218 | $1.48M | 1.07% | +14,218 | New |
| Redwood Investment Management, LLC | 14,118 | $1.47M | 0.19% | +14,118 | New |
| Advisor OS, LLC | 13,842 | $1.44M | 0.38% | +6,791+96.3% | Added |
| Logan Capital Management Inc | 13,839 | $1.44M | 0.07% | −50−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,778 | $1.43M | 0.01% | −810,215−98.3% | Reduced |
| Fiduciary Trust Co | 13,774 | $1.43M | 0.03% | +50+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,544 | $1.41M | 0.07% | +8,500+168.5% | Added |
| Bartlett & Co. Wealth Management LLC | 13,367 | $1.39M | 0.03% | +30+0.2% | Added |
| Bartlett & Co. LLC | 13,367 | $1.39M | 0.03% | +30+0.2% | Added |
| Fruth Investment Management | 13,345 | $1.39M | 0.41% | −100−0.7% | Reduced |
| Aquatic Capital Management LLC | 13,300 | $1.38M | 0.10% | +1,300+10.8% | Added |
| Independent Financial Group, LLC | 13,234 | $1.38M | 0.12% | −575−4.2% | Reduced |
| Welch & Forbes LLC | 13,149 | $1.37M | 0.02% | +318+2.5% | Added |
| Balentine LLC | 13,082 | $1.36M | 0.05% | +3,749+40.2% | Added |
| Wetherby Asset Management Inc | 12,949 | $1.35M | 0.09% | +865+7.2% | Added |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.35M | 0.12% | 00.0% | Unchanged |
| Aurora Investment Counsel | 12,751 | $1.33M | 0.92% | −1,020−7.4% | Reduced |
| Inscription Capital, LLC | 12,719 | $1.32M | 0.45% | −746−5.5% | Reduced |
| YHB Investment Advisors, Inc. | 12,708 | $1.32M | 0.14% | +49+0.4% | Added |
| Teamwork Financial Advisors, LLC | 12,662 | $1.32M | 0.27% | +3,968+45.6% | Added |
| Stephens Inc | 12,633 | $1.31M | 0.03% | −1,767−12.3% | Reduced |
| KMG Fiduciary Partners, LLC | 12,621 | $1.31M | 0.22% | +3,856+44.0% | Added |
| Ar Asset Management Inc | 12,600 | $1.31M | 0.37% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 12,541 | $1.31M | 0.02% | +12,541 | New |
| Boyd Watterson Asset Management LLC | 12,533 | $1.30M | 0.54% | 00.0% | Unchanged |