Skip to main content

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; 2,108 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
24
+1 vs. Q2 2026
Shares held
71.7K
−2.44K (−3.3%) vs. Q2 2026
Total value
$18.3M
+$5.74M (+45.7%) vs. Q2 2026
New holders
2
6 more added
Sold out
1
7 more reduced

2,085 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: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 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 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$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
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
Univest Financial Corp––––Not filed
Magnetar Financial LLC––––Not filed
Waycross Partners, LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Independence Bank of Kentucky––––Not filed
Thomasville National Bank––––Not filed
Estabrook Capital Management––––Not filed
Teamwork Financial Advisors, LLC––––Not filed
MTM Investment Management, LLC––––Not filed
Cambria Investment Management, L.P.––––Not filed
Abel Hall, LLC––––Not filed
Persium Advisors, LLC––––Not filed
Reuter James Wealth Management, LLC––––Not filed
Annex Advisory Services, LLC––––Not filed
Northwest Wealth Management, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Greenwood Gearhart Inc––––Not filed
Westpac Banking Corp––––Not filed
Harrell Investment Partners, LLC––––Not filed
Merrion Investment Management Co, LLC––––Not filed
AGH Wealth Advisors, LLC––––Not filed
Tennessee Valley Asset Management Partners––––Not filed
Sterling Wealth Management, Inc.––––Not filed
Granite Group Advisors, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Triad Wealth Partners, LLC––––Not filed
NorthRock Partners, LLC––––Not filed
Plato Investment Management Ltd––––Not filed
Stockman Wealth Management, Inc.––––Not filed
Beaton Management Co. Inc.––––Not filed
Magnus Financial Group LLC––––Not filed
Picton Mahoney Asset Management––––Not filed
Mayflower Financial Advisors, LLC––––Not filed
McAdam, LLC––––Not filed
First National Bank Sioux Falls––––Not filed
Hills Bank & Trust Co––––Not filed
Thompson Siegel & Walmsley LLC––––Not filed
Liberty Capital Management, Inc.––––Not filed
USA Financial Formulas––––Not filed
Signal Advisors Wealth, LLC––––Not filed
Hartford Financial Management Inc.––––Not filed
DRW Securities, LLC––––Not filed
Successful Portfolios LLC––––Not filed
Connecticut Wealth Management, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
McDaniel Terry & Co––––Not filed
RMR Wealth Builders––––Not filed
Oakworth Capital, Inc.––––Not filed
Net Worth Advisory Group––––Not filed
Montag A & Associates Inc––––Not filed
Northcape Wealth Management, LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
M3 Advisory Group, LLC––––Not filed
TritonPoint Partners, LLC––––Not filed
Plan Group Financial, LLC––––Not filed
Forum Financial Management, LP––––Not filed
Howard Capital Management Inc.––––Not filed
Weaver Consulting Group––––Not filed
Canal Capital Management, LLC––––Not filed
Aristotle Capital Management, LLC––––Not filed
Diversified Enterprises, LLC––––Not filed
E&G Advisors, LP––––Not filed
Gables Capital Management Inc.––––Not filed
Seamount Financial Group Inc––––Not filed
Dodge & Cox––––Not filed
Baldwin Investment Management, LLC––––Not filed
Caxton Associates LLP––––Not filed
Lantern Wealth Advisors, LLC––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Wick Capital Partners, LLC––––Not filed
Trust Point Inc.––––Not filed
Supplemental Annuity Collective Trust of NJ––––Not filed
Wakefield Asset Management LLLP––––Not filed
SNS Financial Group, LLC––––Not filed
Stratos Wealth Advisors, LLC––––Not filed
Keebeck Wealth Management, LLC––––Not filed
Cooper Financial Group––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Red Door Wealth Management, LLC––––Not filed
Roman Butler Fullerton & Co––––Not filed
Kera Capital Partners, Inc.––––Not filed
Folger Nolan Fleming Douglas Capital Management, Inc––––Not filed
Fortune Financial Advisors, LLC––––Not filed
JT Stratford LLC––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Strategies Wealth Advisors, LLC––––Not filed
CoreFirst Bank & Trust––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
AlphaGrep UK Ltd––––Not filed
Banyan Capital Management, Inc.––––Not filed
Patrick M Sweeney & Associates, Inc––––Not filed
Trust Co of Oklahoma––––Not filed
Stiles Financial Services Inc––––Not filed
55 North Private Wealth, LLC––––Not filed