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: 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

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
Kohmann Bosshard Financial Services, LLC	–	–	–	–	Not filed
Sound View Wealth Advisors Group, LLC	–	–	–	–	Not filed
Mirabella Financial Services LLP	–	–	–	–	Not filed
Vanguard National Trust Co	–	–	–	–	Not filed
Pinnacle Bancorp, Inc.	–	–	–	–	Not filed
Avestar Capital, LLC	–	–	–	–	Not filed
TD Capital Management LLC	–	–	–	–	Not filed
Argentarii, LLC	–	–	–	–	Not filed
Capital Advantage, Inc.	–	–	–	–	Not filed
Fortis Capital Advisors, LLC	–	–	–	–	Not filed
RD Lewis Holdings, Inc.	–	–	–	–	Not filed
Letson Investment Management, Inc.	–	–	–	–	Not filed
Fort Sheridan Advisors LLC	–	–	–	–	Not filed
Blue Edge Capital, LLC	–	–	–	–	Not filed
Principal Street Partners, LLC	–	–	–	–	Not filed
Breakwater Capital Group	–	–	–	–	Not filed
Klingman & Associates, LLC	–	–	–	–	Not filed
Hanson & Doremus Investment Management	–	–	–	–	Not filed
Integrity Alliance, LLC.	–	–	–	–	Not filed
PFG Private Wealth Management, LLC	–	–	–	–	Not filed
Pure Financial Advisors, Inc.	–	–	–	–	Not filed
71 West Capital Partners	–	–	–	–	Not filed
Cross Staff Investments Inc	–	–	–	–	Not filed
Deseret Mutual Benefit Administrators	–	–	–	–	Not filed
Marietta Investment Partners LLC	–	–	–	–	Not filed
Chronos Wealth Management, LLC	–	–	–	–	Not filed
Neo Ivy Capital Management	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Sax Wealth Advisors, LLC	–	–	–	–	Not filed
Marble Wealth, LLC	–	–	–	–	Not filed
CFO4Life Group, LLC	–	–	–	–	Not filed
Tritonpoint Wealth, LLC	–	–	–	–	Not filed
10Elms LLP	–	–	–	–	Not filed
Walker Asset Management, LLC	–	–	–	–	Not filed
Greenfield Savings Bank	–	–	–	–	Not filed
waypoint wealth counsel	–	–	–	–	Not filed
Summitry LLC	–	–	–	–	Not filed
Laurel Wealth Advisors LLC	–	–	–	–	Not filed
Huntleigh Advisors, Inc.	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Uniting Wealth Partners, LLC	–	–	–	–	Not filed
Legacy Capital Wealth Partners, LLC	–	–	–	–	Not filed
Quilter Plc	–	–	–	–	Not filed
Jacobs & Co	–	–	–	–	Not filed
L2 Asset Management, LLC	–	–	–	–	Not filed
Disciplined Investors, L.L.C.	–	–	–	–	Not filed
Duncan Williams Asset Management, LLC	–	–	–	–	Not filed
Chelsea Counsel Co	–	–	–	–	Not filed
Allegheny Financial Group LTD	–	–	–	–	Not filed
Insigneo Advisory Services, LLC	–	–	–	–	Not filed
Proficio Capital Partners LLC	–	–	–	–	Not filed
Beaumont Financial Advisors, LLC	–	–	–	–	Not filed
Portside Wealth Group, LLC	–	–	–	–	Not filed
Denver Wealth Management, Inc.	–	–	–	–	Not filed
Live Oak Private Wealth LLC	–	–	–	–	Not filed
Ruggaard & Associates LLC	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
Eddie Patel Inc	–	–	–	–	Not filed
SmartHarvest Portfolios, LLC	–	–	–	–	Not filed
Ocean Capital Management, LLC	–	–	–	–	Not filed
Stokes Family Office, LLC	–	–	–	–	Not filed
Adkins Seale Capital Management LLC	–	–	–	–	Not filed
Werba Rubin Papier Wealth Management	–	–	–	–	Not filed
BNB Wealth Management, LLC	–	–	–	–	Not filed
Lawood & Co	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Berger Financial Group, Inc	–	–	–	–	Not filed
Flatrock Wealth Partners LLC	–	–	–	–	Not filed
Founders Financial Alliance, LLC	–	–	–	–	Not filed
VeraBank, N.A.	–	–	–	–	Not filed
Sterling Investment Advisors, Ltd.	–	–	–	–	Not filed
Zullo Investment Group, Inc.	–	–	–	–	Not filed
Cadent Capital Advisors, LLC	–	–	–	–	Not filed
Flywheel Private Wealth LLC	–	–	–	–	Not filed
Boston Private Wealth LLC	–	–	–	–	Not filed
Sandy Cove Advisors, LLC	–	–	–	–	Not filed
Vanguard Capital Wealth Advisors	–	–	–	–	Not filed
Tributary Capital Management, LLC	–	–	–	–	Not filed
Armis Advisers, LLC	–	–	–	–	Not filed
Allegiance Financial Group Advisory Services LLC	–	–	–	–	Not filed
Newman Dignan & Sheerar, Inc.	–	–	–	–	Not filed
Goelzer Investment Management, Inc.	–	–	–	–	Not filed
CrossGen Wealth, LLC	–	–	–	–	Not filed
Catalyst Financial Partners LLC	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
Ashton Thomas Securities, LLC	–	–	–	–	Not filed
Leisure Capital Management	–	–	–	–	Not filed
North Star Asset Management Inc	–	–	–	–	Not filed
Register Financial Advisors LLC	–	–	–	–	Not filed
Waters Parkerson & Co., LLC	–	–	–	–	Not filed
Financial Engines Advisors L.L.C.	–	–	–	–	Not filed
Goodman Financial Corp	–	–	–	–	Not filed
Port Capital LLC	–	–	–	–	Not filed
Post Resch Tallon Group Inc.	–	–	–	–	Not filed
Stoneridge Investment Partners LLC	–	–	–	–	Not filed
BIP Wealth, LLC	–	–	–	–	Not filed
Pflug Koory, LLC	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
New World Advisors LLC	–	–	–	–	Not filed