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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 12,532 | $1.30M | 0.05% | +12,532 | New |
| Exeter Financial, LLC | 12,525 | $1.30M | 0.68% | 00.0% | Unchanged |
| Veracity Capital LLC | 12,524 | $1.30M | 0.62% | +12,524 | New |
| Fairfield, Bush & Co. | 12,522 | $1.30M | 0.86% | −1,474−10.5% | Reduced |
| Bristol John W & Co Inc | 12,500 | $1.30M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 12,482 | $1.30M | 0.05% | +77+0.6% | Added |
| Greylin Investment Mangement Inc | 12,452 | $1.30M | 0.24% | −4,150−25.0% | Reduced |
| Engineers Gate Manager LP | 12,433 | $1.29M | 0.08% | +1,544+14.2% | Added |
| Prelude Capital Management, LLC | 12,409 | $1.29M | 0.08% | +6,841+122.9% | Added |
| Cowa, LLC | 8,357 | $1.29M | 0.81% | −4,663−35.8% | Reduced |
| Parallel Advisors, LLC | 12,402 | $1.29M | 0.06% | −198−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,364 | $1.29M | 0.02% | −1,731−12.3% | Reduced |
| Csenge Advisory Group | 12,354 | $1.29M | 0.10% | +1,539+14.2% | Added |
| Summit Financial, LLC | 12,324 | $1.28M | 0.12% | +206+1.7% | Added |
| Haverford Trust Co | 12,189 | $1.27M | 0.02% | −53−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 12,119 | $1.26M | 0.08% | +557+4.8% | Added |
| Empirical Finance, LLC | 12,080 | $1.26M | 0.13% | +981+8.8% | Added |
| Bangor Savings Bank | 12,064 | $1.26M | 0.15% | −710−5.6% | Reduced |
| Park Circle Co | 12,000 | $1.25M | 1.22% | 00.0% | Unchanged |
| SRN Advisors, LLC | 11,906 | $1.24M | 1.23% | +11,906 | New |
| Nikko Asset Management Americas, Inc. | 11,888 | $1.24M | 0.02% | −704−5.6% | Reduced |
| Fortem Financial Group, LLC | 11,863 | $1.23M | 0.72% | +1,454+14.0% | Added |
| Williams Jones Wealth Management, LLC. | 11,856 | $1.23M | 0.02% | +528+4.7% | Added |
| Paragon Capital Management LLC | 11,787 | $1.23M | 0.76% | +106+0.9% | Added |
| Evercore Wealth Management, LLC | 11,774 | $1.23M | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 11,679 | $1.22M | 0.02% | −391−3.2% | Reduced |
| Sowell Financial Services LLC | 11,641 | $1.21M | 0.08% | +11,641 | New |
| Pavion Blue Capital, LLC | 11,624 | $1.21M | 0.77% | +27+0.2% | Added |
| Guardian Wealth Management, Inc. | 11,568 | $1.20M | 1.19% | −3,052−20.9% | Reduced |
| Colony Group LLC | 11,567 | $1.20M | 0.02% | +5,109+79.1% | Added |
| Pathway Financial Advisers, LLC | 11,516 | $1.20M | 0.49% | +11,516 | New |
| Strategic Advisors LLC | 11,496 | $1.20M | 0.27% | −996−8.0% | Reduced |
| Marion Wealth Management | 11,486 | $1.20M | 0.50% | +1,597+16.1% | Added |
| Towle & Co | 11,480 | $1.19M | 0.16% | +3,560+44.9% | Added |
| Barry Investment Advisors, LLC | 11,409 | $1.19M | 0.37% | −596−5.0% | Reduced |
| South State Corp. | 11,409 | $1.19M | 0.11% | +394+3.6% | Added |
| Great Lakes Advisors, LLC | 103,219 | $1.18M | 0.07% | +631+0.6% | Added |
| Belpointe Asset Management LLC | 11,180 | $1.16M | 0.07% | +2,609+30.4% | Added |
| Tiaa, FSB | 11,090 | $1.15M | 0.00% | −932−7.8% | Reduced |
| Valeo Financial Advisors, LLC | 11,044 | $1.15M | 0.06% | −651−5.6% | Reduced |
| Islay Capital Management, LLC | 11,016 | $1.15M | 1.32% | +3,346+43.6% | Added |
| SG Americas Securities, LLC | 11,011 | $1.15M | 0.02% | +7,636+226.3% | Added |
| Erste Asset Management GmbH | 11,000 | $1.15M | 0.02% | +11,000 | New |
| Cresset Asset Management, LLC | 15,330 | $1.14M | 0.01% | −473−3.0% | Reduced |
| Ieq Capital, LLC | 10,982 | $1.14M | 0.03% | +1,615+17.2% | Added |
| Jeppson Wealth Management, LLC | 10,947 | $1.14M | 0.48% | −325−2.9% | Reduced |
| Smith, Moore & Co. | 10,928 | $1.14M | 0.16% | −221−2.0% | Reduced |
| Quantinno Capital Management LP | 10,887 | $1.13M | 0.08% | +5,861+116.6% | Added |
| Beverly Hills Private Wealth, LLC | 10,850 | $1.13M | 0.49% | +10,850 | New |
| Harbor Investment Advisory, LLC | 10,818 | $1.13M | 0.18% | +50+0.5% | Added |
| Teilinger Capital Ltd. | 10,800 | $1.12M | 0.39% | +10,800 | New |
| BBR Partners, LLC | 10,769 | $1.12M | 0.13% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10,905 | $1.12M | 0.01% | −2,158−16.5% | Reduced |
| Lee Danner & Bass Inc | 10,751 | $1.12M | 0.11% | −120−1.1% | Reduced |
| Diversified Trust Co | 10,749 | $1.12M | 0.05% | −1,386−11.4% | Reduced |
| Massmutual Trust Co FSB | 10,726 | $1.12M | 0.05% | +3,118+41.0% | Added |
| Boston Trust Walden Corp | 10,718 | $1.12M | 0.01% | −150−1.4% | Reduced |
| Snowden Capital Advisors LLC | 10,664 | $1.11M | 0.05% | +356+3.5% | Added |
| RFG Advisory, LLC | 11,193 | $1.11M | 0.06% | +2,080+22.8% | Added |
| Adirondack Trust Co | 10,550 | $1.10M | 0.57% | +196+1.9% | Added |
| Jupiter Wealth Management LLC | 10,550 | $1.10M | 1.06% | +1,100+11.6% | Added |
| Verition Fund Management LLC | 10,475 | $1.09M | 0.02% | +3,468+49.5% | Added |
| Cullinan Associates Inc | 10,439 | $1.09M | 0.06% | +2,839+37.4% | Added |
| First Foundation Advisors | 10,393 | $1.08M | 0.05% | +512+5.2% | Added |
| J. W. Coons Advisors, LLC | 10,378 | $1.08M | 0.32% | +1,835+21.5% | Added |
| Beacon Pointe Advisors, LLC | 10,355 | $1.08M | 0.02% | +1,048+11.3% | Added |
| Resources Management Corp | 10,325 | $1.07M | 0.17% | −80−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 10,306 | $1.07M | 0.07% | −349−3.3% | Reduced |
| Winton Group Ltd | 10,276 | $1.07M | 0.07% | −5,713−35.7% | Reduced |
| Retirement Investment Advisors, Inc. | 10,255 | $1.07M | 0.69% | +10,255 | New |
| Longfellow Investment Management Co LLC | 10,211 | $1.06M | 0.24% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10,208 | $1.06M | 0.94% | −272−2.6% | Reduced |
| Banque Cantonale Vaudoise | 10,202 | $1.06M | 0.06% | +1,000+10.9% | Added |
| Bleakley Financial Group, LLC | 10,178 | $1.06M | 0.04% | +10,178 | New |
| Buckingham Strategic Wealth, LLC | 10,149 | $1.06M | 0.02% | −255−2.5% | Reduced |
| Financial Advocates Investment Management | 10,018 | $1.04M | 0.08% | +1,175+13.3% | Added |
| Stillwater Investment Management, LLC | 9,972 | $1.04M | 0.29% | +85+0.9% | Added |
| NewEdge Wealth, LLC | 9,937 | $1.03M | 0.04% | +1,378+16.1% | Added |
| Lido Advisors, LLC | 9,875 | $1.03M | 0.02% | +3,047+44.6% | Added |
| Capula Management Ltd | 9,875 | $1.03M | 0.11% | +9,875 | New |
| Moneta Group Investment Advisors LLC | 10,167 | $1.02M | 0.03% | +281+2.8% | Added |
| Apollon Wealth Management, LLC | 9,753 | $1.02M | 0.07% | −1,086−10.0% | Reduced |
| Gradient Investments LLC | 9,720 | $1.01M | 0.03% | +1,993+25.8% | Added |
| Cannell Peter B & Co Inc | 9,705 | $1.01M | 0.04% | 00.0% | Unchanged |
| Arvest Trust Co N A | 9,638 | $1.00M | 0.06% | −273−2.8% | Reduced |
| Columbia Trust Co 01012016 | 9,636 | $1.00M | 0.56% | −931−8.8% | Reduced |
| Investors Research Corp | 9,617 | $1.00M | 0.27% | −106−1.1% | Reduced |
| Veriti Management LLC | 9,598 | $999.0K | 0.13% | −1,402−12.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,558 | $995.0K | 0.03% | +3,839+67.1% | Added |
| Moody National Bank Trust Division | 9,543 | $994.0K | 0.09% | +123+1.3% | Added |
| Linscomb & Williams, Inc. | 9,550 | $994.0K | 0.05% | +4,445+87.1% | Added |
| First National Trust Co | 9,540 | $992.9K | 0.05% | +104+1.1% | Added |
| Guyasuta Investment Advisors Inc | 9,502 | $989.0K | 0.08% | −1,698−15.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,495 | $988.3K | 0.38% | +532+5.9% | Added |
| SeaCrest Wealth Management, LLC | 9,492 | $988.0K | 0.14% | −1,167−10.9% | Reduced |
| Jacobi Capital Management LLC | 9,443 | $982.8K | 0.12% | +17+0.2% | Added |
| CFO4Life Group, LLC | 9,442 | $982.7K | 0.21% | +6,716+246.4% | Added |
| CFO4Life, L.P. | 9,442 | $982.7K | 0.21% | +9,442 | New |
| Edge Capital Group, LLC | 9,361 | $974.3K | 0.07% | +917+10.9% | Added |
| Patten Group, Inc. | 9,344 | $972.6K | 0.31% | +862+10.2% | Added |