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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
Brooks, Moore & Associates, Inc.––––Not filed
Manske Wealth Management––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Optima Capital LLC––––Not filed
R Squared Ltd––––Not filed
SeaCrest Wealth Management, LLC––––Not filed
Nemes Rush Group LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Paradigm Financial Partners, LLC––––Not filed
Old Port Advisors––––Not filed
Farringdon Capital, Ltd.––––Not filed
Richards, Merrill & Peterson, Inc.––––Not filed
Spinnaker Investment Group, LLC––––Not filed
Cabot Wealth Management Inc––––Not filed
Teza Capital Management LLC––––Not filed
Parallax Volatility Advisers, L.P.––––Not filed
WBI Investments––––Not filed
Cape Cod Five Cents Savings Bank––––Not filed
Investors Asset Management of Georgia Inc––––Not filed
Curated Wealth Partners LLC––––Not filed
Consolidated Planning Corp––––Not filed
Davidson Trust Co––––Not filed
Gilliland Jeter Wealth Management LLC––––Not filed
LeClair Wealth Partners LLC––––Not filed
Callahan Advisors, LLC––––Not filed
Highlander Partners, L.P.––––Not filed
Summit Wealth Group LLC––––Not filed
Central Bank & Trust Co––––Not filed
Broderick Brian C––––Not filed
NovaPoint Capital, LLC––––Not filed
Farmers & Merchants Trust Co of Chambersburg PA––––Not filed
Monetary Management Group Inc––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Verus Capital Partners, LLC––––Not filed
Fuller & Thaler Asset Management, Inc.––––Not filed
Tulsa Wealth Advisors, INC––––Not filed
Turtle Creek Wealth Advisors, LLC––––Not filed
Vega Investment Solutions––––Not filed
Benchmark Financial, LLC––––Not filed
Abacus Planning Group, Inc.––––Not filed
Burke & Herbert Bank & Trust Co––––Not filed
Intrinsic Value Partners, LLC––––Not filed
Townsend Asset Management Corp––––Not filed
Sather Financial Group Inc––––Not filed
Pettyjohn, Wood & White, Inc––––Not filed
Douglas Lane & Associates, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Meixler Investment Management, Ltd.––––Not filed
LVW Advisors, LLC––––Not filed
BKM Wealth Management, LLC––––Not filed
Trillium Asset Management, LLC––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
Conning Inc.––––Not filed
Ostrum Asset Management––––Not filed
Beirne Wealth Consulting Services, LLC––––Not filed
Financial Advisors Network, Inc.––––Not filed
Westover Capital Advisors, LLC––––Not filed
Chiron Capital Management, LLC––––Not filed
Indiana Trust & Investment Management CO––––Not filed
Prelude Capital Management, LLC––––Not filed
TCI Wealth Advisors, Inc.––––Not filed
Signet Private Wealth LLC––––Not filed
Greenfield Seitz Capital Management, LLC––––Not filed
Merrithew & Thorsten Inc––––Not filed
Hexagon Capital Partners LLC––––Not filed
Columbia Asset Management––––Not filed
Summit Asset Management, LLC––––Not filed
WBH Advisory Inc––––Not filed
Trust Co of Virginia––––Not filed
Gallagher Capital Advisors, LLC––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Family Management Corp––––Not filed
McGowan Group Asset Management, Inc.––––Not filed
Tranquility Partners, LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
X-Square Capital, LLC––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
TRB Wealth Management, LLC––––Not filed
Washington Trust Co––––Not filed
Fulcrum Asset Management LLP––––Not filed
Silver Oak Securities, Inc––––Not filed
Financial Management Network Inc––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
LBMC Investment Advisors, LLC––––Not filed
Keating Investment Counselors Inc––––Not filed
Wellington Shields & Co., LLC––––Not filed
Gaddis Premier Wealth Advisors LLC––––Not filed
Trueblood Wealth Management, LLC––––Not filed
Town & Country Bank & Trust CO dba First Bankers Trust CO––––Not filed
Plan A Wealth LLC––––Not filed
Wolff Financial Management LLC––––Not filed
Inceptionr LLC––––Not filed
Sound Income Strategies, LLC––––Not filed
Naples Global Advisors, LLC––––Not filed
Wealth Management Associates, Inc.––––Not filed
Jmac Enterprises LLC––––Not filed
Pinnacle Family Advisors, LLC––––Not filed
Peterson Wealth Services––––Not filed
Dividend Assets Capital, LLC––––Not filed
Silver Coast Investments LLC––––Not filed