Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,108 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: 14; +1 vs. Q2 2026
Shares held: 20.7K; +152 (+0.7%) vs. Q2 2026
Total value: $5.28M; +$1.81M (+51.9%) vs. Q2 2026
New holders: 1; 5 more added
Sold out: 0; 4 more reduced

2,095 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

Value held

Institutions holding PSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,108	$53.5B
Q1 2026	2,131	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,795	$37.9B
Q4 2024	1,781	$34.9B
Q3 2024	1,774	$39.8B
Q2 2024	1,786	$44.2B
Q1 2024	1,878	$52.2B
Q4 2023	1,792	$43.7B
Q3 2023	1,663	$38.5B
Q2 2023	1,541	$30.9B
Q1 2023	1,572	$33.4B
Q4 2022	1,574	$35.1B
Q3 2022	1,418	$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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Shelton Capital Management	–	–	–	–	Not filed
Fundamentun, LLC	–	–	–	–	Not filed
Ticino Wealth	–	–	–	–	Not filed
Spears Abacus Advisors LLC	–	–	–	–	Not filed
Independent Financial Group, LLC	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
Thoroughbred Financial Services, LLC	–	–	–	–	Not filed
AIA Group Ltd	–	–	–	–	Not filed
Bragg Financial Advisors, Inc	–	–	–	–	Not filed
Beese Fulmer Investment Management, Inc.	–	–	–	–	Not filed
Smith Group Asset Management, LLC	–	–	–	–	Not filed
Bangor Savings Bank	–	–	–	–	Not filed
Generali Investments CEE, investicni spolecnost, a.s.	–	–	–	–	Not filed
Verdence Capital Advisors LLC	–	–	–	–	Not filed
Delta Financial Advisors LLC	–	–	–	–	Not filed
Convergence Financial, LLC	–	–	–	–	Not filed
Harfst & Associates, Inc.	–	–	–	–	Not filed
Mitchell McLeod Pugh & Williams Inc	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
Todd Asset Management LLC	–	–	–	–	Not filed
Cullinan Associates Inc	–	–	–	–	Not filed
Summit Place Financial Advisors, LLC	–	–	–	–	Not filed
Jeppson Wealth Management, LLC	–	–	–	–	Not filed
Smith, Moore & Co.	–	–	–	–	Not filed
CFM Wealth Partners LLC	–	–	–	–	Not filed
Wahed Invest LLC	–	–	–	–	Not filed
Donoghue Forlines LLC	–	–	–	–	Not filed
Impact Capital Partners LLC	–	–	–	–	Not filed
RMB Capital Management, LLC	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Cidel Asset Management Inc	–	–	–	–	Not filed
Interval Partners, LP	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Beacon Investment Advisors LLC	–	–	–	–	Not filed
Cercano Management LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Lebenthal Global Advisors, LLC	–	–	–	–	Not filed
JBR Co Financial Management Inc	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Raiffeisen Bank International AG	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Oakmont Investment Advisors, Inc.	–	–	–	–	Not filed
Capital Advisors Wealth Management, LLC	–	–	–	–	Not filed
Terry L. Blaker	–	–	–	–	Not filed
Bellecapital International Ltd.	–	–	–	–	Not filed
Wimmer Associates 1, LLC	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
Poehling Capital Management, LLC	–	–	–	–	Not filed
Pavion Blue Capital, LLC	–	–	–	–	Not filed
AA Financial Advisors, LLC	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Petros Family Wealth, LLC	–	–	–	–	Not filed
Ingalls & Snyder LLC	–	–	–	–	Not filed
Tower Bridge Advisors	–	–	–	–	Not filed
Ilex Capital Partners (UK) LLP	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Levin Capital Strategies, L.P.	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
FourThought Financial Partners, LLC	–	–	–	–	Not filed
Alpine Woods Capital Investors, LLC	–	–	–	–	Not filed
Lowe Brockenbrough & Co Inc	–	–	–	–	Not filed
Adirondack Trust Co	–	–	–	–	Not filed
Mystic Asset Management, Inc.	–	–	–	–	Not filed
Lee Danner & Bass Inc	–	–	–	–	Not filed
Grimes & Company, Inc.	–	–	–	–	Not filed
Voleon Capital Management LP	–	–	–	–	Not filed
Guyasuta Investment Advisors Inc	–	–	–	–	Not filed
Intrua Financial, LLC	–	–	–	–	Not filed
Harbour Investment Management LLC	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Waddell & Associates, LLC	–	–	–	–	Not filed
Old National Bancorp	–	–	–	–	Not filed
RiverFront Investment Group, LLC	–	–	–	–	Not filed
Confluence Wealth Services, Inc.	–	–	–	–	Not filed
Naviter Wealth, LLC	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Annis Gardner Whiting Capital Advisors, LLC	–	–	–	–	Not filed
Navalign, LLC	–	–	–	–	Not filed
Prudential PLC	–	–	–	–	Not filed
Fidelis Capital Partners, LLC	–	–	–	–	Not filed
Uhlmann Price Securities, LLC	–	–	–	–	Not filed
SCP Investment, LP	–	–	–	–	Not filed
Argent Trust Co	–	–	–	–	Not filed
Intrust Bank NA	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Virtue Asset Management LLC	–	–	–	–	Not filed
Groupama Asset Managment	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
Two Sigma Securities, LLC	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
Searle & Co.	–	–	–	–	Not filed
Evolve Private Wealth, LLC	–	–	–	–	Not filed
Westmount Partners, LLC	–	–	–	–	Not filed