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
Redwood Investment Management, LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Everpar Advisors LLC	–	–	–	–	Not filed
Wealth Advisory Solutions, LLC	–	–	–	–	Not filed
BKD Wealth Advisors, LLC	–	–	–	–	Not filed
Roehl & Yi Investment Advisors, LLC	–	–	–	–	Not filed
Mangrove Partners	–	–	–	–	Not filed
Peregrine Asset Advisers, Inc.	–	–	–	–	Not filed
NVWM, LLC	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
GWN Securities Inc.	–	–	–	–	Not filed
Falcon Wealth Planning	–	–	–	–	Not filed
Joel Isaacson & Co., LLC	–	–	–	–	Not filed
Harvest Fund Management Co., Ltd	–	–	–	–	Not filed
Moment Partners, LLC	–	–	–	–	Not filed
Princeton Global Asset Management LLC	–	–	–	–	Not filed
Nippon Life Global Investors Americas, Inc.	–	–	–	–	Not filed
Lincoln Capital LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Hennessy Advisors Inc	–	–	–	–	Not filed
MBL Wealth, LLC	–	–	–	–	Not filed
West Family Investments, Inc.	–	–	–	–	Not filed
Aull & Monroe Investment Management Corp	–	–	–	–	Not filed
SFMG, LLC	–	–	–	–	Not filed
Johnson & White Wealth Management, LLC	–	–	–	–	Not filed
Modera Wealth Management, LLC	–	–	–	–	Not filed
PDS Planning, Inc	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Jupiter Wealth Management LLC	–	–	–	–	Not filed
Freestone Capital Holdings, LLC	–	–	–	–	Not filed
Jacobs Equity LLC	–	–	–	–	Not filed
Alchemi Wealth, LLC	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Basepoint Wealth LLC	–	–	–	–	Not filed
Tred Avon Family Wealth, LLC	–	–	–	–	Not filed
Michael B. Yongue	–	–	–	–	Not filed
Burford Brothers, Inc.	–	–	–	–	Not filed
SAM Advisors, LLC	–	–	–	–	Not filed
Armor Investment Advisors, LLC	–	–	–	–	Not filed
1248 Management, LLC	–	–	–	–	Not filed
Means Investment Co., Inc.	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Investment Research Partners LLC	–	–	–	–	Not filed
Spinnaker Trust	–	–	–	–	Not filed
Peoples Financial Services Corp.	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Argyle Capital Partners, LLC	–	–	–	–	Not filed
Nilsine Partners, LLC	–	–	–	–	Not filed
Marathon Strategic Advisors, LLC	–	–	–	–	Not filed
Whalerock Point Partners, LLC	–	–	–	–	Not filed
Palisade Asset Management, LLC	–	–	–	–	Not filed
Clearbridge Investments, LLC	–	–	–	–	Not filed
Cannon Financial Strategists, Inc.	–	–	–	–	Not filed
Abner Herrman & Brock LLC	–	–	–	–	Not filed
GW Henssler & Associates Ltd	–	–	–	–	Not filed
Frank, Rimerman Advisors LLC	–	–	–	–	Not filed
Cushing Capital Partners, LLC	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Sharp Financial Services, LLC	–	–	–	–	Not filed
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	–	–	–	–	Not filed
Three Seasons Wealth, LLC	–	–	–	–	Not filed
Southland Equity Partners LLC	–	–	–	–	Not filed
Richwood Investment Advisors, LLC	–	–	–	–	Not filed
EntryPoint Capital, LLC	–	–	–	–	Not filed
John G Ullman & Associates Inc	–	–	–	–	Not filed
Excalibur Management Corp	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Islay Capital Management, LLC	–	–	–	–	Not filed
Gratus Wealth Advisors, LLC	–	–	–	–	Not filed
Affinity Investment Advisors, LLC	–	–	–	–	Not filed
Apella Capital, LLC	–	–	–	–	Not filed
Campion Asset Management LLC	–	–	–	–	Not filed
Syntegra Private Wealth Group, LLC	–	–	–	–	Not filed
Clarity Financial LLC	–	–	–	–	Not filed
Donaldson Capital Management, LLC	–	–	–	–	Not filed
Focus Financial Network, Inc.	–	–	–	–	Not filed
Keel Point, LLC	–	–	–	–	Not filed
Roof Eidam & Maycock	–	–	–	–	Not filed
Guardian Wealth Management, Inc.	–	–	–	–	Not filed
Montchanin Asset Management, LLC	–	–	–	–	Not filed
Nicholas Hoffman & Company, LLC.	–	–	–	–	Not filed
Biltmore Wealth Management, LLC	–	–	–	–	Not filed
HBW Advisory Services LLC	–	–	–	–	Not filed
Capital Investment Advisors, LLC	–	–	–	–	Not filed
Roberts Glore & Co Inc	–	–	–	–	Not filed
Meridian Wealth Management, LLC	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
WP Advisors, LLC	–	–	–	–	Not filed
Personal Cfo Solutions, LLC	–	–	–	–	Not filed
Patron Partners Advisors, LLC	–	–	–	–	Not filed
Busey Wealth Management	–	–	–	–	Not filed
Mainsail Asset Management, LLC	–	–	–	–	Not filed
Advisory Alpha, LLC	–	–	–	–	Not filed
Capital Investment Advisory Services, LLC	–	–	–	–	Not filed
Cadinha & Co LLC	–	–	–	–	Not filed
Cigna Investments Inc	–	–	–	–	Not filed
Brandywine Oak Private Wealth LLC	–	–	–	–	Not filed
Lummis Asset Management, LP	–	–	–	–	Not filed