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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 9,218 | $959.4K | 0.10% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 9,208 | $958.4K | 0.46% | +10.0% | Added |
| Atlas Private Wealth Management | 9,182 | $955.6K | 0.44% | +1,105+13.7% | Added |
| Connecticut Wealth Management, LLC | 9,111 | $948.3K | 0.08% | −1,491−14.1% | Reduced |
| NVWM, LLC | 9,095 | $946.6K | 0.34% | −286−3.0% | Reduced |
| AMG National Trust Bank | 9,075 | $944.5K | 0.03% | +30+0.3% | Added |
| Greenleaf Trust | 9,074 | $944.0K | 0.01% | +733+8.8% | Added |
| Mairs & Power Inc | 8,928 | $929.2K | 0.01% | +130+1.5% | Added |
| Karpas Strategies, LLC | 8,903 | $926.6K | 0.33% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 8,866 | $922.7K | 0.20% | −83−0.9% | Reduced |
| Rowland & Co Investment Counsel | 9,096 | $919.0K | 0.23% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,781 | $916.6K | 0.21% | +1,492+20.5% | Added |
| First National Bank & Trust Co of Newtown | 8,788 | $914.6K | 0.21% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 8,728 | $908.4K | 0.38% | +8,728 | New |
| Mutual Advisors, LLC | 8,696 | $905.1K | 0.04% | −252−2.8% | Reduced |
| Bank of Hawaii | 8,688 | $904.2K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 8,683 | $903.7K | 0.31% | +8+0.1% | Added |
| Verdence Capital Advisors LLC | 8,679 | $903.3K | 0.11% | +189+2.2% | Added |
| Caxton Associates LP | 8,670 | $902.4K | 0.07% | −863−9.1% | Reduced |
| V Wealth Advisors LLC | 8,662 | $901.5K | 0.19% | −465−5.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,634 | $898.6K | 0.16% | −30−0.3% | Reduced |
| Epoch Investment Partners, Inc. | 8,631 | $898.3K | 0.01% | −248−2.8% | Reduced |
| American Trust | 8,622 | $897.4K | 0.08% | −326−3.6% | Reduced |
| North Star Investment Management Corp. | 8,576 | $892.5K | 0.08% | +21+0.2% | Added |
| Retirement Group, LLC | 8,559 | $891.0K | 0.43% | +214+2.6% | Added |
| HighTower Trust Services, LTA | 8,716 | $890.3K | 0.09% | +2,003+29.8% | Added |
| Pathstone Family Office, LLC | 13,460 | $887.4K | 0.02% | +3,010+28.8% | Added |
| CoreCommodity Management, LLC | 8,510 | $885.7K | 0.27% | −25−0.3% | Reduced |
| Seeyond | 8,507 | $885.4K | 0.09% | −1,632−16.1% | Reduced |
| Hennessy Advisors Inc | 8,500 | $885.0K | 0.06% | −2,000−19.0% | Reduced |
| Bank Ozk | 8,455 | $880.0K | 0.44% | −66−0.8% | Reduced |
| Baker Ellis Asset Management LLC | 8,379 | $872.1K | 0.17% | +60+0.7% | Added |
| One River Asset Management, LLC | 8,296 | $863.5K | 0.59% | +8,296 | New |
| Wimmer Associates 1, LLC | 8,279 | $861.7K | 0.57% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,272 | $861.0K | 0.09% | +635+8.3% | Added |
| Fiduciary Group LLC | 8,247 | $858.4K | 0.11% | +194+2.4% | Added |
| Thoroughbred Financial Services, LLC | 8,056 | $838.0K | 0.14% | +404+5.3% | Added |
| Boenning & Scattergood, Inc. | 9,677 | $836.0K | 0.13% | +2,632+37.4% | Added |
| Peoples Bank | 8,025 | $835.2K | 0.54% | −155−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 8,000 | $832.6K | 0.23% | +8,000 | New |
| Northwest & Ethical Investments L.P. | 7,979 | $830.5K | 0.03% | +597+8.1% | Added |
| Clark Capital Management Group, Inc. | 7,938 | $826.2K | 0.01% | −2,243−22.0% | Reduced |
| Invst, LLC | 8,216 | $823.8K | 0.13% | −663−7.5% | Reduced |
| True North Advisors, LLC | 7,897 | $821.9K | 0.28% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,865 | $819.0K | 0.02% | +3,055+63.5% | Added |
| Vestmark Advisory Solutions, Inc. | 7,853 | $817.5K | 0.04% | +2,603+49.6% | Added |
| Wealth Alliance | 7,834 | $815.4K | 0.14% | +1,390+21.6% | Added |
| Westmount Partners, LLC | 7,810 | $812.9K | 0.42% | +7,810 | New |
| Bridge Creek Capital Management LLC | 7,801 | $811.9K | 0.32% | −34−0.4% | Reduced |
| Caldwell Trust Co | 7,800 | $811.8K | 0.11% | −68−0.9% | Reduced |
| Bull Street Advisors, LLC | 7,751 | $807.0K | 0.42% | 00.0% | Unchanged |
| 1st Source Bank | 7,699 | $801.3K | 0.05% | +400+5.5% | Added |
| Virtus ETF Advisers LLC | 7,689 | $800.3K | 0.42% | −285−3.6% | Reduced |
| Peapack Gladstone Financial Corp | 7,685 | $800.0K | 0.02% | +5+0.1% | Added |
| Crescent Grove Advisors, LLC | 7,655 | $796.7K | 0.08% | −208−2.6% | Reduced |
| WealthTrust Axiom LLC | 7,625 | $793.7K | 0.28% | −167−2.1% | Reduced |
| Dearborn Partners LLC | 7,566 | $787.4K | 0.03% | −2,157−22.2% | Reduced |
| Full Sail Capital, LLC | 7,563 | $787.2K | 0.07% | −2,956−28.1% | Reduced |
| Forum Financial Management, LP | 7,495 | $780.1K | 0.03% | +816+12.2% | Added |
| Institute for Wealth Management, LLC. | 7,467 | $777.2K | 0.17% | −128−1.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,455 | $775.9K | 0.23% | +36+0.5% | Added |
| Bradley Foster & Sargent Inc | 7,434 | $773.7K | 0.02% | −3,000−28.8% | Reduced |
| Heron Financial Group, LLC | 7,483 | $770.9K | 0.51% | −285−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,400 | $770.2K | 0.01% | −17,419−70.2% | Reduced |
| Tradewinds, LLC. | 7,430 | $765.0K | 0.80% | +2,718+57.7% | Added |
| CAPROCK Group, Inc. | 7,349 | $764.9K | 0.07% | −1,585−17.7% | Reduced |
| Algert Global LLC | 7,349 | $764.9K | 0.04% | +7,349 | New |
| Birmingham Capital Management Co Inc | 7,310 | $760.8K | 0.29% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 7,303 | $760.1K | 0.50% | −225−3.0% | Reduced |
| Thomas White International Ltd | 7,300 | $759.8K | 0.17% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,290 | $758.8K | 0.01% | +159+2.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,289 | $758.6K | 0.26% | −294−3.9% | Reduced |
| Hunter Associates Investment Management LLC | 7,267 | $756.0K | 0.18% | +500+7.4% | Added |
| Friedenthal Financial | 7,230 | $752.0K | 0.52% | +7,230 | New |
| America First Investment Advisors, LLC | 7,198 | $749.0K | 0.22% | +118+1.7% | Added |
| Glenview Trust Co | 7,176 | $746.9K | 0.02% | −90−1.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,168 | $746.0K | 0.15% | +4,336+153.1% | Added |
| Teza Capital Management LLC | 7,165 | $745.7K | 0.14% | −2,756−27.8% | Reduced |
| Navalign, LLC | 7,103 | $739.3K | 0.30% | −523−6.9% | Reduced |
| J.W. Cole Advisors, Inc. | 7,102 | $739.2K | 0.06% | −1,246−14.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 7,102 | $739.1K | 0.22% | +3,303+86.9% | Added |
| Aull & Monroe Investment Management Corp | 7,077 | $736.6K | 0.37% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,026 | $731.3K | 0.02% | +833+13.5% | Added |
| Hudson Valley Investment Advisors Inc | 7,010 | $729.6K | 0.11% | −336−4.6% | Reduced |
| Sandy Spring Bank | 7,005 | $729.1K | 0.04% | +485+7.4% | Added |
| Cladis Investment Advisory, LLC | 6,970 | $725.4K | 0.72% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,954 | $723.7K | 0.09% | +120+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,939 | $722.0K | 0.50% | +35+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $720.8K | 0.53% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,760 | $704.0K | 0.20% | +6,760 | New |
| Van Hulzen Asset Management, LLC | 6,717 | $699.0K | 0.08% | +20.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,686 | $695.9K | 0.37% | −10−0.1% | Reduced |
| Chelsea Counsel Co | 6,629 | $689.9K | 0.34% | −175−2.6% | Reduced |
| Miller Investment Management, LP | 6,500 | $676.5K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,490 | $675.5K | 0.03% | +2,374+57.7% | Added |
| WSFS Capital Management, LLC | 6,487 | $675.2K | 0.07% | +6,487 | New |
| Childress Capital Advisors, LLC | 6,486 | $675.1K | 0.22% | +13+0.2% | Added |
| Savant Capital, LLC | 6,625 | $674.6K | 0.02% | +213+3.3% | Added |
| Transcend Wealth Collective, LLC | 6,454 | $671.7K | 0.07% | −285−4.2% | Reduced |
| Westhampton Capital, LLC | 6,453 | $671.6K | 0.45% | 00.0% | Unchanged |