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
Angeles Wealth Management, LLC	–	–	–	–	Not filed
Concentric Capital Strategies, LP	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Matthew Goff Investment Advisor, LLC	–	–	–	–	Not filed
Soltis Investment Advisors LLC	–	–	–	–	Not filed
Whitener Capital Management, Inc.	–	–	–	–	Not filed
Oversea-Chinese Banking CORP Ltd	–	–	–	–	Not filed
Texas Capital Bank Wealth Management Services Inc	–	–	–	–	Not filed
Westbourne Investment Advisors, Inc.	–	–	–	–	Not filed
Arvest Bank Trust Division	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Strategic Financial Services, Inc,	–	–	–	–	Not filed
First National Bank & Trust Co of Newtown	–	–	–	–	Not filed
Perpetual Ltd	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Saturna Capital CORP	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
EPG Wealth Management LLC	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Camden Capital, LLC	–	–	–	–	Not filed
South Street Advisors LLC	–	–	–	–	Not filed
Smithfield Trust Co	–	–	–	–	Not filed
Keynote Financial Services LLC	–	–	–	–	Not filed
Alphadyne Asset Management LP	–	–	–	–	Not filed
Baker Ellis Asset Management LLC	–	–	–	–	Not filed
Fairfield, Bush & Co.	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Probity Advisors, Inc.	–	–	–	–	Not filed
Howland Capital Management LLC	–	–	–	–	Not filed
Signature Estate & Investment Advisors LLC	–	–	–	–	Not filed
Weatherly Asset Management L. P.	–	–	–	–	Not filed
Aigen Investment Management, LP	–	–	–	–	Not filed
Atlas Legacy Advisors, LLC	–	–	–	–	Not filed
CFS Investment Advisory Services, LLC	–	–	–	–	Not filed
Sentinus, LLC	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
Everhart Financial Group, Inc.	–	–	–	–	Not filed
Charter Trust Co	–	–	–	–	Not filed
Davis Investment Partners, LLC	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
IMC-Chicago, LLC	–	–	–	–	Not filed
Belpointe Asset Management LLC	–	–	–	–	Not filed
Advisor OS, LLC	–	–	–	–	Not filed
Doheny Asset Management	–	–	–	–	Not filed
QTR Family Wealth, LLC	–	–	–	–	Not filed
Endeavor Private Wealth, Inc.	–	–	–	–	Not filed
Pinnacle Wealth Management Advisory Group, LLC	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
BWM Planning, LLC	–	–	–	–	Not filed
Integrated Advisors Network LLC	–	–	–	–	Not filed
Rathbone Brothers plc	–	–	–	–	Not filed
Westhampton Capital, LLC	–	–	–	–	Not filed
Chicago Trust Co NA	–	–	–	–	Not filed
Pine Valley Investments Ltd Liability Co	–	–	–	–	Not filed
Trust Co of Toledo NA	–	–	–	–	Not filed
Essex Savings Bank	–	–	–	–	Not filed
Cornerstone Wealth Group, LLC	–	–	–	–	Not filed
B&L Asset Management LLC	–	–	–	–	Not filed
W.G. Shaheen & Associates DBA Whitney & Co	–	–	–	–	Not filed
Bridges Investment Management Inc	–	–	–	–	Not filed
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
Nikko Asset Management Americas, Inc.	–	–	–	–	Not filed
Rosenberg Matthew Hamilton	–	–	–	–	Not filed
Allen Mooney & Barnes Investment Advisors LLC	–	–	–	–	Not filed
Worth Financial Advisory Group, LLC	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Valley Brook Capital Group	–	–	–	–	Not filed
Baring Financial LLC	–	–	–	–	Not filed
Chilton Investment Co LLC	–	–	–	–	Not filed
Augustine Asset Management Inc	–	–	–	–	Not filed
Premier Path Wealth Partners, LLC	–	–	–	–	Not filed
Cito Capital Group, LLC	–	–	–	–	Not filed
Rexford Capital Inc	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Autumn Glory Partners, LLC	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
CSS LLC	–	–	–	–	Not filed
KCM Investment Advisors LLC	–	–	–	–	Not filed
Baker Avenue Asset Management, LP	–	–	–	–	Not filed
Drive Wealth Management, LLC	–	–	–	–	Not filed
Gryphon Financial Partners LLC	–	–	–	–	Not filed
Garrison Point Advisors, LLC	–	–	–	–	Not filed
Sig Brokerage, LP	–	–	–	–	Not filed
Jackson Thornton Asset Management, LLC	–	–	–	–	Not filed
111 Capital	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
Veracity Capital LLC	–	–	–	–	Not filed
Corps Capital Advisors, LLC	–	–	–	–	Not filed
LVM Capital Management Ltd	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Philip James Wealth Mangement, LLC	–	–	–	–	Not filed
Investors Research Corp	–	–	–	–	Not filed
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
TIAA Wealth Investment Management LLC	–	–	–	–	Not filed
Veratis Advisors, Inc.	–	–	–	–	Not filed
Arkfeld Wealth Strategies, L.L.C.	–	–	–	–	Not filed
5T Wealth, LLC	–	–	–	–	Not filed
Bank of Hawaii	–	–	–	–	Not filed