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
Quantum Financial Partners LLC	–	–	–	–	Not filed
Viawealth, LLC	–	–	–	–	Not filed
Pursuit Wealth Strategies, LLC	–	–	–	–	Not filed
Radnor Capital Management, LLC	–	–	–	–	Not filed
Stonebrook Private Inc.	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Warwick Investment Management, Inc.	–	–	–	–	Not filed
Riverbend Wealth Management, LLC	–	–	–	–	Not filed
Traynor Capital Management, Inc.	–	–	–	–	Not filed
Signature Wealth Management Partners, LLC	–	–	–	–	Not filed
Tarbox Family Office, Inc.	–	–	–	–	Not filed
Stevens Capital Management LP	–	–	–	–	Not filed
Weik Capital Management	–	–	–	–	Not filed
Perennial Investment Advisors, LLC	–	–	–	–	Not filed
Steel Peak Wealth Management LLC	–	–	–	–	Not filed
LM Advisors LLC	–	–	–	–	Not filed
KC Investment Advisors, LLC	–	–	–	–	Not filed
Next Capital Management LLC	–	–	–	–	Not filed
Per Stirling Capital Management, LLC.	–	–	–	–	Not filed
True North Advisors, LLC	–	–	–	–	Not filed
First Business Financial Services, Inc.	–	–	–	–	Not filed
Jamison Private Wealth Management, Inc.	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Northwest Quadrant Wealth Management, LLC	–	–	–	–	Not filed
Sentry LLC	–	–	–	–	Not filed
Strait & Sound Wealth Management LLC	–	–	–	–	Not filed
SkyOak Wealth, LLC	–	–	–	–	Not filed
SCS Capital Management LLC	–	–	–	–	Not filed
Owlhouse Capital LP	–	–	–	–	Not filed
NLB Skladi, upravljanje premozenja, d.o.o.	–	–	–	–	Not filed
Ami Investment Management Inc	–	–	–	–	Not filed
Athena Investment Management	–	–	–	–	Not filed
Crestmont Private Wealth LLC	–	–	–	–	Not filed
Vicus Capital	–	–	–	–	Not filed
BLB&B Advisors, LLC	–	–	–	–	Not filed
Threadgill Financial, LLC	–	–	–	–	Not filed
Monticello Wealth Management, LLC	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Cambient Family Office, LLC	–	–	–	–	Not filed
Asset Advisors Investment Management, LLC	–	–	–	–	Not filed
Great Diamond Partners, LLC	–	–	–	–	Not filed
SageView Advisory Group, LLC	–	–	–	–	Not filed
Delta Investment Management, LLC	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
Websterrogers Financial Advisors, LLC	–	–	–	–	Not filed
Aspire Private Capital, LLC	–	–	–	–	Not filed
Murphy Pohlad Asset Management LLC	–	–	–	–	Not filed
IVC Wealth Advisors LLC	–	–	–	–	Not filed
Embree Financial Group	–	–	–	–	Not filed
Cullen Investment Group, Ltd.	–	–	–	–	Not filed
Marshall & Sterling Wealth Advisors Inc.	–	–	–	–	Not filed
Atlas Capital Advisors LLC	–	–	–	–	Not filed
Wealthcare Capital Partners, LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Defiance ETFs, LLC	–	–	–	–	Not filed
Cherry Tree Wealth Management, LLC	–	–	–	–	Not filed
Commonwealth Financial Services, LLC	–	–	–	–	Not filed
Schear Investment Advisers, LLC	–	–	–	–	Not filed
Ewa, LLC	–	–	–	–	Not filed
Wealthspan Partners, LLC	–	–	–	–	Not filed
Powers Advisory Group, LLC	–	–	–	–	Not filed
Key Client Fiduciary Advisors, LLC	–	–	–	–	Not filed
CRA Financial Services, LLC	–	–	–	–	Not filed
Measured Wealth Private Client Group, LLC	–	–	–	–	Not filed
Elyxium Wealth, LLC	–	–	–	–	Not filed
CarsonAllaria Wealth Management, Ltd.	–	–	–	–	Not filed
Verity Asset Management, Inc.	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Independent Wealth Network Inc.	–	–	–	–	Not filed
apricus wealth, LLC	–	–	–	–	Not filed
Fragasso Group Inc.	–	–	–	–	Not filed
Sovereign Financial Group, Inc.	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
M1 Capital Management LLC	–	–	–	–	Not filed
Choate Investment Advisors	–	–	–	–	Not filed
Almanack Investment Partners, LLC.	–	–	–	–	Not filed
LifeGoal Wealth Advisors	–	–	–	–	Not filed
Green Harvest Asset Management LLC	–	–	–	–	Not filed
Octavia Wealth Advisors, LLC	–	–	–	–	Not filed
Hardin Capital Partners, LLC	–	–	–	–	Not filed
Fukoku Mutual Life Insurance Co	–	–	–	–	Not filed
Bond & Devick Financial Network, Inc.	–	–	–	–	Not filed
Stokes Capital Advisors, LLC	–	–	–	–	Not filed
Birmingham Capital Management Co Inc	–	–	–	–	Not filed
E Fund Management Co., Ltd.	–	–	–	–	Not filed
Traveka Wealth, LLC	–	–	–	–	Not filed
Brookwood Investment Group LLC	–	–	–	–	Not filed
Novak & Powell Financial Services, Inc.	–	–	–	–	Not filed
Childress Capital Advisors, LLC	–	–	–	–	Not filed
Investment Partners, Ltd.	–	–	–	–	Not filed
Allianz SE	–	–	–	–	Not filed
Atalanta Sosnoff Capital, LLC	–	–	–	–	Not filed
Arbor Investment Advisors, LLC	–	–	–	–	Not filed
Resonant Capital Advisors, LLC	–	–	–	–	Not filed
Alta Advisers Ltd	–	–	–	–	Not filed
Claro Advisors LLC	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Loudon Investment Management, LLC	–	–	–	–	Not filed
Cahill Financial Advisors Inc	–	–	–	–	Not filed
Foster Group, Inc.	–	–	–	–	Not filed