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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 6,435 | $669.7K | 0.07% | −1,224−16.0% | Reduced |
| South Street Advisors LLC | 6,420 | $668.2K | 0.15% | 00.0% | Unchanged |
| Argent Trust Co | 6,409 | $667.0K | 0.04% | +100+1.6% | Added |
| Old National Bancorp | 6,393 | $665.0K | 0.02% | −561−8.1% | Reduced |
| Meeder Advisory Services, Inc. | 6,380 | $664.0K | 0.08% | +6,380 | New |
| Westbourne Investment Advisors, Inc. | 6,371 | $663.0K | 0.33% | −950−13.0% | Reduced |
| Perigon Wealth Management, LLC | 6,331 | $658.9K | 0.04% | +1,832+40.7% | Added |
| Centiva Capital, LP | 6,319 | $657.7K | 0.05% | +6,319 | New |
| C2C Wealth Management, LLC | 6,267 | $652.3K | 0.11% | 00.0% | Unchanged |
| American Financial Group Inc | 6,250 | $651.0K | 0.22% | 00.0% | Unchanged |
| Whittier Trust Co | 6,254 | $650.9K | 0.01% | +1,490+31.3% | Added |
| Clearstead Advisors, LLC | 6,211 | $646.4K | 0.05% | −650−9.5% | Reduced |
| Clarius Group, LLC | 6,209 | $646.0K | 0.06% | +30.0% | Added |
| Valley Brook Capital Group | 6,199 | $645.2K | 0.62% | +167+2.8% | Added |
| Valmark Advisers, Inc. | 6,183 | $643.5K | 0.01% | +50+0.8% | Added |
| Symmetry Partners, LLC | 6,174 | $643.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,174 | $642.6K | 0.04% | +18+0.3% | Added |
| Stegent Equity Advisors, Inc. | 6,162 | $641.3K | 0.77% | +6,162 | New |
| Ahrens Investment Partners LLC | 6,159 | $641.0K | 0.29% | +2,155+53.8% | Added |
| Busey Wealth Management | 6,154 | $640.5K | 0.03% | +2,135+53.1% | Added |
| Confluence Wealth Services, Inc. | 6,147 | $639.8K | 0.17% | +10.0% | Added |
| Matthew Goff Investment Advisor, LLC | 6,135 | $638.5K | 0.17% | −2,056−25.1% | Reduced |
| Wahed Invest LLC | 6,117 | $636.7K | 0.33% | +573+10.3% | Added |
| Bennicas & Associates, Inc. | 6,100 | $634.9K | 0.37% | −100−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,098 | $634.7K | 0.42% | −1,310−17.7% | Reduced |
| Mystic Asset Management, Inc. | 6,069 | $631.7K | 0.36% | −3,075−33.6% | Reduced |
| Essex Financial Services, Inc. | 6,070 | $631.0K | 0.07% | +28+0.5% | Added |
| MCF Advisors LLC | 6,061 | $630.8K | 0.06% | −400−6.2% | Reduced |
| Peoples Financial Services Corp. | 6,060 | $630.7K | 0.30% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,038 | $628.4K | 0.21% | +20.0% | Added |
| Heck Capital Advisors, LLC | 6,021 | $626.7K | 0.12% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 5,992 | $623.6K | 0.07% | −332−5.2% | Reduced |
| Worth Financial Advisory Group, LLC | 5,991 | $623.5K | 0.72% | +5,991 | New |
| Charter Trust Co | 5,985 | $622.9K | 0.05% | −596−9.1% | Reduced |
| Integrated Advisors Network LLC | 5,973 | $621.7K | 0.04% | +84+1.4% | Added |
| J2 Capital Management Inc | 5,960 | $620.3K | 1.06% | +193+3.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,921 | $616.2K | 0.15% | +6+0.1% | Added |
| Roof Eidam & Maycock | 5,910 | $615.1K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,883 | $612.3K | 0.11% | +72+1.2% | Added |
| Patron Partners Advisors, LLC | 5,851 | $609.0K | 0.46% | +50+0.9% | Added |
| National Wealth Management Group, LLC | 5,846 | $608.5K | 0.73% | +5,846 | New |
| Cigna Investments Inc | 5,843 | $608.0K | 0.13% | −50−0.8% | Reduced |
| Citizens Financial Group Inc | 5,841 | $607.9K | 0.02% | −1,400−19.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,836 | $607.4K | 0.07% | +50+0.9% | Added |
| Legacy Financial Advisors, Inc. | 5,820 | $605.7K | 0.13% | +1,034+21.6% | Added |
| Kistler-Tiffany Companies, LLC | 5,772 | $600.8K | 0.12% | +1,560+37.0% | Added |
| Equitable Holdings, Inc. | 5,766 | $600.1K | 0.01% | −207−3.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,757 | $599.2K | 0.02% | +295+5.4% | Added |
| Doheny Asset Management | 5,747 | $598.0K | 0.69% | −2,107−26.8% | Reduced |
| Comerica Securities,inc. | 5,743 | $597.8K | 0.04% | +1,126+24.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,728 | $596.2K | 0.04% | +124+2.2% | Added |
| Checchi Capital Advisers, LLC | 5,728 | $596.2K | 0.06% | −1,657−22.4% | Reduced |
| Essex Savings Bank | 5,716 | $594.9K | 0.21% | −4−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $593.6K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,690 | $592.0K | 0.06% | +294+5.4% | Added |
| Trust Co of Toledo NA | 5,680 | $591.0K | 0.11% | +400+7.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $589.8K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,664 | $589.5K | 0.08% | −21−0.4% | Reduced |
| Cambridge Trust Co | 5,632 | $586.0K | 0.03% | +306+5.7% | Added |
| MJP Associates Inc | 5,509 | $573.3K | 0.17% | +1,304+31.0% | Added |
| Outfitter Financial LLC | 5,500 | $572.4K | 0.52% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,490 | $571.4K | 0.10% | −48−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 5,479 | $570.2K | 0.03% | +1,777+48.0% | Added |
| Regent Investment Management LLC | 5,475 | $570.0K | 0.15% | +50+0.9% | Added |
| Campion Asset Management LLC | 5,421 | $564.2K | 0.55% | −175−3.1% | Reduced |
| We Are One Seven, LLC | 5,387 | $560.6K | 0.06% | +1,383+34.5% | Added |
| Kovack Advisors, Inc. | 5,379 | $559.9K | 0.08% | +303+6.0% | Added |
| Orion Portfolio Solutions, LLC | 5,363 | $558.2K | 0.02% | +2,796+108.9% | Added |
| Mission Wealth Management, LP | 5,362 | $558.1K | 0.03% | −1,567−22.6% | Reduced |
| Stockman Wealth Management, Inc. | 5,361 | $557.9K | 0.13% | −382−6.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,348 | $556.7K | 0.12% | +317+6.3% | Added |
| First National Advisers, LLC | 5,342 | $556.0K | 0.71% | +534+11.1% | Added |
| Fisher Asset Management, LLC | 5,325 | $554.0K | 0.00% | +891+20.1% | Added |
| Coastal Investment Advisors, Inc. | 5,252 | $546.6K | 0.13% | +5,252 | New |
| Institutional & Family Asset Management, LLC | 5,239 | $545.3K | 0.09% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,233 | $544.7K | 0.01% | −1,089−17.2% | Reduced |
| Vantage Consulting Group Inc | 5,231 | $544.4K | 0.32% | −972−15.7% | Reduced |
| Syntax Advisors, LLC | 5,231 | $544.4K | 0.45% | −972−15.7% | Reduced |
| PFG Advisors | 5,227 | $544.0K | 0.05% | −16−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,203 | $541.5K | 0.13% | +577+12.5% | Added |
| EverSource Wealth Advisors, LLC | 5,189 | $540.1K | 0.08% | −2,258−30.3% | Reduced |
| OneAscent Wealth Management LLC | 5,192 | $540.0K | 0.25% | +307+6.3% | Added |
| KLR Investment Advisors, LLC | 5,172 | $538.3K | 0.44% | +5,172 | New |
| Inlet Private Wealth, LLC | 5,162 | $537.2K | 0.14% | +19+0.4% | Added |
| Allworth Financial LP | 5,160 | $537.1K | 0.01% | +1,203+30.4% | Added |
| Schear Investment Advisers, LLC | 5,156 | $536.6K | 0.66% | +5,156 | New |
| Connectus Wealth, LLC | 5,150 | $536.0K | 0.01% | −100−1.9% | Reduced |
| Mill Capital Management, LLC | 5,145 | $535.5K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,140 | $535.0K | 0.03% | −16,839−76.6% | Reduced |
| Flputnam Investment Management Co | 5,114 | $532.3K | 0.02% | +211+4.3% | Added |
| Unigestion Holding SA | 5,094 | $530.3K | 0.03% | −1,662−24.6% | Reduced |
| Weaver Consulting Group | 5,095 | $530.3K | 0.27% | −100−1.9% | Reduced |
| Garrison Point Advisors, LLC | 5,075 | $528.2K | 0.43% | −30−0.6% | Reduced |
| Benjamin Edwards Inc | 5,071 | $528.0K | 0.14% | +461+10.0% | Added |
| AIA Group Ltd | 5,066 | $527.3K | 0.03% | +5,066 | New |
| Schnieders Capital Management LLC | 5,058 | $526.4K | 0.12% | +2,500+97.7% | Added |
| Whitener Capital Management, Inc. | 5,026 | $523.2K | 0.23% | +103+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,006 | $521.0K | 0.02% | −34−0.7% | Reduced |
| Beacon Investment Advisors LLC | 4,994 | $519.8K | 0.43% | +4,994 | New |
| CWA Asset Management Group, LLC | 4,948 | $515.0K | 0.04% | +725+17.2% | Added |