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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
Bank of New Hampshire––––Not filed
Fiduciary Planning LLC––––Not filed
Liberty Wealth Management LLC––––Not filed
Staley Capital Advisers Inc––––Not filed
Apriem Advisors––––Not filed
Edge Wealth Management LLC––––Not filed
Blackston Financial Advisory Group, LLC––––Not filed
Calton & Associates, Inc.––––Not filed
HighPoint Advisor Group LLC––––Not filed
Fielder Capital Group LLC––––Not filed
Seven Mile Advisory––––Not filed
Sovran Advisors, LLC––––Not filed
COFG Advisors, LLC––––Not filed
Saxon Interests, Inc.––––Not filed
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus––––Not filed
Cambridge Financial Group, LLC––––Not filed
Whetstone Capital Advisors, LLC––––Not filed
Zhang Financial LLC––––Not filed
Sagewood Asset Management LP––––Not filed
Astoria Portfolio Advisors LLC.––––Not filed
PFG Advisors––––Not filed
Kovitz Investment Group Partners, LLC––––Not filed
Core Capital Management & Research, inc.––––Not filed
JM2 Capital Inc.––––Not filed
Purewater Capital LLC––––Not filed
Relyea Zuckerberg Hanson LLC––––Not filed
Jacobsen Capital Management––––Not filed
Partners Wealth Management, LLC––––Not filed
Asset One Wealth Management LLC––––Not filed
Regatta Capital Group, LLC––––Not filed
Trust Co of Kansas––––Not filed
CWS Financial Advisors, LLC––––Not filed
Endowment Wealth Management, Inc.––––Not filed
Hutchinson Capital Management––––Not filed
Acropolis Investment Management, LLC––––Not filed
Chilton Capital Management LLC––––Not filed
Mountain Pacific Investment Advisers Inc––––Not filed
Peoples Bank––––Not filed
Biltmore Family Office, LLC––––Not filed
Z3 Capital Partners, LLC––––Not filed
Advyzon Investment Management, LLC––––Not filed
Green Ridge Wealth Planning LLC––––Not filed
DV Trading LLC––––Not filed
Resolute Wealth Strategies, LLC––––Not filed
Optas, LLC––––Not filed
Petersen Hastings Wealth Advisors Inc.––––Not filed
Cardiff Park Advisors, LLC––––Not filed
Pring Turner Capital Group Inc––––Not filed
Bullock Wealth Management Group––––Not filed
Secure Asset Management, LLC––––Not filed
Papp L Roy & Associates––––Not filed
Saiph Capital, LLC––––Not filed
Henrickson Nauta Wealth Advisors, Inc.––––Not filed
Avion Wealth––––Not filed
Heartland Bank & Trust Co––––Not filed
JB Capital LLC––––Not filed
Summit Financial Wealth Advisors, LLC––––Not filed
Ellis Investment Partners, LLC––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
Enterprise Financial Services Corp––––Not filed
Meridian Wealth Advisors, LLC––––Not filed
JTC Employer Solutions Trusteee Ltd––––Not filed
Charles Schwab Trust Co––––Not filed
Money Concepts Capital Corp––––Not filed
AdvisorNet Financial, Inc––––Not filed
CM Wealth Advisors LLC––––Not filed
Parisi Gray Wealth Management––––Not filed
KLCM Advisors, Inc.––––Not filed
Hirtle Callaghan & Co LLC––––Not filed
New Republic Capital, LLC––––Not filed
Schrum Private Wealth Management LLC––––Not filed
WealthShield Partners, LLC––––Not filed
Quarry LP––––Not filed
Vance Wealth, Inc.––––Not filed
Expressive Wealth LLC––––Not filed
Hendley & Co Inc––––Not filed
First Foundation Advisors––––Not filed
InTrack Investment Management Inc––––Not filed
Aldebaran Financial Inc.––––Not filed
Grove Bank & Trust––––Not filed
Cypress Wealth Services, LLC––––Not filed
LeConte Wealth Management, LLC––––Not filed
Fermata Advisors, LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
Covenant Asset Management, LLC––––Not filed
Wendell David Associates Inc––––Not filed
NWF Advisory Services Inc.––––Not filed
Canvas Wealth Advisors, LLC––––Not filed
BSW Wealth Partners––––Not filed
Novem Group––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
BXM Wealth LLC––––Not filed
StoneX Group Inc.––––Not filed
Wellington Shields Capital Management, LLC––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
William Blair Investment Management, LLC––––Not filed
Family Wealth Partners, LLC––––Not filed
Cornerstone Advisory, LLC––––Not filed
Bay Rivers Group––––Not filed
CMG Global Holdings, LLC––––Not filed