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; 2,109 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: 14; +1 vs. Q2 2026
Shares held: 20.7K; +152 (+0.7%) vs. Q2 2026
Total value: $5.28M; +$1.81M (+51.9%) vs. Q2 2026
New holders: 1; 5 more added
Sold out: 0; 4 more reduced

2,095 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	2,109	$53.5B
Q1 2026	2,132	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,796	$37.9B
Q4 2024	1,782	$34.9B
Q3 2024	1,775	$39.8B
Q2 2024	1,787	$44.2B
Q1 2024	1,879	$52.2B
Q4 2023	1,793	$43.7B
Q3 2023	1,664	$38.5B
Q2 2023	1,542	$30.9B
Q1 2023	1,573	$33.4B
Q4 2022	1,575	$35.1B
Q3 2022	1,419	$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
Nordwand Advisors, LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Foundation Resource Management Inc	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
Worldquant Millennium Advisors LLC	–	–	–	–	Not filed
La Banque Postale Asset Management SA	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Ilmarinen Mutual Pension Insurance Co	–	–	–	–	Not filed
Navellier & Associates Inc	–	–	–	–	Not filed
Cypress Capital Group	–	–	–	–	Not filed
Sienna Gestion	–	–	–	–	Not filed
AG2R la Mondiale Gestion D'Actifs	–	–	–	–	Not filed
Hudson Bay Capital Management LP	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
Telos Capital Management, Inc.	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Carlson Capital L P	–	–	–	–	Not filed
First Fiduciary Investment Counsel, Inc.	–	–	–	–	Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd	–	–	–	–	Not filed
Nissay Asset Management Corp	–	–	–	–	Not filed
Skba Capital Management LLC	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
Bank of Nova Scotia	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Hosking Partners LLP	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
RBF Capital, LLC	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Kempen Capital Management N.V.	–	–	–	–	Not filed
Stablepoint Partners, LLC	–	–	–	–	Not filed
Royal Fund Management, LLC	–	–	–	–	Not filed
Stolper Co	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
Leavell Investment Management, Inc.	–	–	–	–	Not filed
Kornitzer Capital Management Inc	–	–	–	–	Not filed
Disciplined Investments, LLC	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
USS Investment Management Ltd	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
Mirador Capital Partners LP	–	–	–	–	Not filed
Trajan Wealth LLC	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
SevenBridge Financial Group, LLC	–	–	–	–	Not filed
Spirit of America Management Corp	–	–	–	–	Not filed
Pinkerton Retirement Specialists, LLC	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
Salem Investment Counselors Inc	–	–	–	–	Not filed
Wesbanco Bank Inc	–	–	–	–	Not filed
Nomura Holdings Inc	–	–	–	–	Not filed
Sherman Porfolios, LLC	–	–	–	–	Not filed
Convergence Investment Partners, LLC	–	–	–	–	Not filed
Kingsview Wealth Management, LLC	–	–	–	–	Not filed
HITE Hedge Asset Management LLC	–	–	–	–	Not filed
Level Four Advisory Services, LLC	–	–	–	–	Not filed
AlTi Global, Inc.	–	–	–	–	Not filed
Canal Insurance CO	–	–	–	–	Not filed
Icon Advisers Inc	–	–	–	–	Not filed
Sovereign Investment Advisors, LLC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Barings LLC	–	–	–	–	Not filed
Qsemble Capital Management, LP	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
King Luther Capital Management Corp	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Kesler, Norman & Wride, LLC	–	–	–	–	Not filed
Coldstream Capital Management Inc	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
Rodgers Brothers Inc.	–	–	–	–	Not filed
Heritage Trust Co	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
Alley Investment Management Company, LLC	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Cutler Investment Counsel LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Altrius Capital Management Inc	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
NewSquare Capital LLC	–	–	–	–	Not filed
MidFirst Bank	–	–	–	–	Not filed
Montgomery Investment Management Inc	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Virginia Wealth Management Group, Inc.	–	–	–	–	Not filed
Mattern Capital Management, LLC	–	–	–	–	Not filed