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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, Q3 2026

Institutional positions in Phillips 66 as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
9
0 vs. Q2 2026
Shares held
11.1K
−554 (−4.7%) vs. Q2 2026
Total value
$2.84M
+$860.2K (+43.5%) vs. Q2 2026
New holders
0
3 more added
Sold out
0
3 more reduced

2,100 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value held
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2026.

Institutions holding PSX in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Noble Wealth Management PBC58$14.8K0.01%+7+13.7%Added
Hickory Point Bank & Trust74$18.9K0.01%00.0%Unchanged
Roxbury Financial LLC111$28.3K0.02%+1+0.9%Added
Burkett Financial Services, LLC155$39.7K0.01%+1+0.6%Added
Sarver Vrooman Wealth Advisors533$136.1K0.08%00.0%Unchanged
Coastline Trust Co1,369$349.5K0.03%−53−3.7%Reduced
First Financial Bank - Trust Division2,030$518.3K0.04%−175−7.9%Reduced
Defender Capital, LLC.2,036$519.8K0.16%00.0%Unchanged
Montecito Bank & Trust4,749$1.21M0.18%−335−6.6%Reduced
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Elliott Investment Management L.P.SuperinvestorElliott Investment Management––––Not filed
Wells Fargo & Company––––Not filed
Geode Capital Management, LLC––––Not filed
Morgan Stanley––––Not filed
Bank of New York Mellon Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
AQR Capital Management LLC––––Not filed
Norges Bank––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Price T Rowe Associates Inc––––Not filed
Invesco Ltd.––––Not filed
FMR LLC––––Not filed
Northern Trust Corp––––Not filed
Dimensional Fund Advisors LP––––Not filed
Amundi––––Not filed
Bank of America Corp––––Not filed
UBS Group AG––––Not filed
UBS Asset Management Americas Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
JPMorgan Chase & Co––––Not filed
Legal & General Group Plc––––Not filed
Harris Associates L PSuperinvestorHarris Associates (Oakmark)––––Not filed
Nuveen, LLC––––Not filed
Boston Partners––––Not filed
Deutsche Bank AG––––Not filed
Neuberger Berman Group LLC––––Not filed
Royal Bank of Canada––––Not filed
Mackenzie Financial Corp––––Not filed
Raymond James Financial Inc––––Not filed
Citadel Advisors LLC––––Not filed
HSBC Holdings PLC––––Not filed
Mariner, LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Wellington Management Group LLP––––Not filed
Swiss National Bank––––Not filed
Victory Capital Management Inc––––Not filed
Marshall Wace, LLP––––Not filed
Envestnet Asset Management Inc––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Merewether Investment Management, LP––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
Qube Research & Technologies Ltd––––Not filed
Vanguard Global Advisers, LLC––––Not filed
LPL Financial LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Ameriprise Financial Inc––––Not filed
GWM Advisors LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
LSV Asset Management––––Not filed
Canada Pension Plan Investment Board––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Rhumbline Advisers––––Not filed
Truist Financial Corp––––Not filed
National Pension Service––––Not filed
California Public Employees Retirement System––––Not filed
Bank of Montreal––––Not filed
Barrow Hanley Mewhinney & Strauss LLC––––Not filed
Franklin Resources Inc––––Not filed
Point72 Asset Management, L.P.––––Not filed
CI Private Wealth, LLC––––Not filed
California State Teachers Retirement System––––Not filed
Citigroup Inc––––Not filed
Alliancebernstein L.P.––––Not filed
National Bank of Canada––––Not filed
Russell Investments Group, Ltd.––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Colony Group, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Squarepoint Ops LLC––––Not filed
Barclays PLC––––Not filed
Jane Street Group, LLC––––Not filed
Acadian Asset Management LLC––––Not filed
M&T Bank Corp––––Not filed
SG Americas Securities, LLC––––Not filed
Millennium Management LLC––––Not filed
Principal Financial Group Inc––––Not filed
American Century Companies Inc––––Not filed
Bahl & Gaynor Inc––––Not filed
Fayez Sarofim & Co––––Not filed
Federated Hermes, Inc.––––Not filed
Recurrent Investment Advisors LLC––––Not filed
TD Asset Management Inc––––Not filed
Aviva PLC––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Quantinno Capital Management LP––––Not filed