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
Journey Advisory Group, LLC	–	–	–	–	Not filed
Indivisible Partners	–	–	–	–	Not filed
Trustmark National Bank Trust Department	–	–	–	–	Not filed
Master's Wealth Management Inc.	–	–	–	–	Not filed
Legacy Financial Advisors, Inc.	–	–	–	–	Not filed
Accurate Wealth Management, LLC	–	–	–	–	Not filed
Demars Financial Group, LLC	–	–	–	–	Not filed
S.A. Mason LLC	–	–	–	–	Not filed
Beto Financial Group, LLC	–	–	–	–	Not filed
Ballew Advisors, Inc	–	–	–	–	Not filed
Aprio Wealth Management, LLC	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Tripletail Wealth Management, LLC	–	–	–	–	Not filed
Moody National Bank Trust Division	–	–	–	–	Not filed
National Philanthropic Trust	–	–	–	–	Not filed
Harbor Advisors LLC	–	–	–	–	Not filed
Snowwater Investment Partners, LLC	–	–	–	–	Not filed
Riversedge Advisors, LLC	–	–	–	–	Not filed
Empirical Asset Management, LLC	–	–	–	–	Not filed
Dearborn Partners LLC	–	–	–	–	Not filed
Headlands Technologies LLC	–	–	–	–	Not filed
Cookson Peirce & Co Inc	–	–	–	–	Not filed
Oxford Asset Management LLP	–	–	–	–	Not filed
Woodmont Investment Counsel LLC	–	–	–	–	Not filed
Schnieders Capital Management, LLC.	–	–	–	–	Not filed
Waldron Private Wealth LLC	–	–	–	–	Not filed
Riverwater Partners LLC	–	–	–	–	Not filed
Crawford Investment Counsel Inc	–	–	–	–	Not filed
Fi3 FINANCIAL ADVISORS, LLC	–	–	–	–	Not filed
Capstone Wealth Management, LLC	–	–	–	–	Not filed
Mill Capital Management, LLC	–	–	–	–	Not filed
CWA Asset Management Group, LLC	–	–	–	–	Not filed
LexAurum Advisors, LLC	–	–	–	–	Not filed
9823 Capital, L.P.	–	–	–	–	Not filed
Clifford Group, LLC	–	–	–	–	Not filed
Ethos Financial Group, LLC	–	–	–	–	Not filed
Second Line Capital, LLC	–	–	–	–	Not filed
Hamilton Capital, LLC	–	–	–	–	Not filed
Field & Main Bank	–	–	–	–	Not filed
Legacy Private Trust Co.	–	–	–	–	Not filed
Evergreen Wealth Solutions, LLC	–	–	–	–	Not filed
Old Point Trust & Financial Services N A	–	–	–	–	Not filed
HCR Wealth Advisors	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Corbyn Investment Management Inc	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Uncommon Cents Investing LLC	–	–	–	–	Not filed
Lionhunter Capital Management, LLC	–	–	–	–	Not filed
Wedgewood Investors Inc	–	–	–	–	Not filed
Tanager Wealth Management LLP	–	–	–	–	Not filed
Rossmore Private Capital	–	–	–	–	Not filed
Forza Wealth Management, LLC	–	–	–	–	Not filed
Allen Investment Management LLC	–	–	–	–	Not filed
Fulton Bank, N.A.	–	–	–	–	Not filed
Berkshire Asset Management LLC	–	–	–	–	Not filed
Courier Capital LLC	–	–	–	–	Not filed
Atticus Wealth Management, LLC	–	–	–	–	Not filed
Numerai GP LLC	–	–	–	–	Not filed
MSH Capital Advisors LLC	–	–	–	–	Not filed
LVZ Advisors, Inc.	–	–	–	–	Not filed
Obermeyer Wood Investment Counsel, LLLP	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Providence First Trust Co	–	–	–	–	Not filed
Clear Trail Advisors, LLC	–	–	–	–	Not filed
Foster & Motley Inc	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Vaughan David Investments LLC	–	–	–	–	Not filed
LCNB Corp	–	–	–	–	Not filed
OneAscent Financial Services LLC	–	–	–	–	Not filed
Ambassador Advisors, LLC	–	–	–	–	Not filed
GHP Investment Advisors, Inc.	–	–	–	–	Not filed
Marin Bay Wealth Advisors, LLC	–	–	–	–	Not filed
Sym Financial Corp	–	–	–	–	Not filed
Philadelphia Investment Partners, LLC	–	–	–	–	Not filed
Cyndeo Wealth Partners, LLC	–	–	–	–	Not filed
Vista Investment Partners LLC	–	–	–	–	Not filed
Root Financial Partners, LLC	–	–	–	–	Not filed
Welch Group, LLC	–	–	–	–	Not filed
Clear Harbor Asset Management, LLC	–	–	–	–	Not filed
Robertson Stephens Wealth Management, LLC	–	–	–	–	Not filed
Measured Risk Portfolios, Inc.	–	–	–	–	Not filed
Calamos Wealth Management LLC	–	–	–	–	Not filed
Roundview Capital LLC	–	–	–	–	Not filed
RM Financial Services, LLC	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Runnymede Capital Advisors, Inc.	–	–	–	–	Not filed
Plancorp, LLC	–	–	–	–	Not filed
Nwam LLC	–	–	–	–	Not filed
Retirement Planning Group	–	–	–	–	Not filed
Van Strum & Towne Inc.	–	–	–	–	Not filed
Linscomb & Williams, Inc.	–	–	–	–	Not filed
Avail Investment Partners, LLC	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Knightsbridge Asset Management, LLC	–	–	–	–	Not filed
Kanawha Capital Management LLC	–	–	–	–	Not filed
Clark Capital Management Group, Inc.	–	–	–	–	Not filed
Vectors Research Management, LLC	–	–	–	–	Not filed
Plimoth Trust Co LLC	–	–	–	–	Not filed
Aries Wealth Management	–	–	–	–	Not filed