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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; 2,109 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
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: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 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 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$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
Crossmark Global Holdings, Inc.––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Baxter Bros Inc––––Not filed
Vident Advisory, LLC––––Not filed
Equitable Trust Co––––Not filed
Hartford Investment Management Co––––Not filed
Davenport & Co LLC––––Not filed
Wisconsin Capital Management LLC––––Not filed
Cheviot Value Management, LLC––––Not filed
Tocqueville Asset Management L.P.––––Not filed
DCM Advisors, LLC––––Not filed
Vestor Capital, LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Community Bank, N.A.––––Not filed
Somerset Trust Co––––Not filed
Gateway Investment Advisers LLC––––Not filed
Polymer Capital Management (US) LLC––––Not filed
Quotient Wealth Partners, LLC––––Not filed
Mitchell & Pahl Private Wealth, LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Change Path, LLC––––Not filed
Argyle Capital Management Inc.––––Not filed
Louisiana State Employees Retirement System––––Not filed
First National Bank of Omaha––––Not filed
Bank Ozk––––Not filed
New Mexico Educational Retirement Board––––Not filed
Midwest Trust Co––––Not filed
Profund Advisors LLC––––Not filed
First Nebraska Trust Co––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
German American Bancorp, Inc.––––Not filed
Legato Capital Management LLC––––Not filed
J. Goldman & Co LP––––Not filed
Sowell Financial Services LLC––––Not filed
Ramirez Asset Management, Inc.––––Not filed
City Holding Co––––Not filed
SWS Partners––––Not filed
IFP Advisors, Inc––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Atria Investments LLC––––Not filed
Becker Capital Management Inc––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
Mediolanum International Funds Ltd––––Not filed
Caldwell Trust Co––––Not filed
International Assets Investment Management, LLC––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
HBK Sorce Advisory LLC––––Not filed
Agman Capital LLC––––Not filed
Silvercrest Asset Management Group LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Diversified Trust Co––––Not filed
McDonald Partners LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Ethic Inc.––––Not filed
CAPROCK Group, Inc.––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Argonautica Private Wealth Management, Inc––––Not filed
Mutual Advisors, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Clifford Swan Investment Counsel LLC––––Not filed
Koshinski Asset Management, Inc.––––Not filed
Dai-Ichi Life Insurance Company, Ltd––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Opus Investment Management Inc––––Not filed
Northside Capital Management, LLC––––Not filed
Great Lakes Retirement, Inc.––––Not filed
Cresset Asset Management, LLC––––Not filed
Patten & Patten Inc––––Not filed
Brookstone Capital Management––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Foundations Investment Advisors, LLC––––Not filed
IHT Wealth Management, LLC––––Not filed
Auxier Asset Management––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Capital Advisors Inc––––Not filed
Birch Financial Group, LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Keystone Wealth Services, LLC––––Not filed
TBH Global Asset Management, LLC––––Not filed
Neville Rodie & Shaw Inc––––Not filed
Stock Yards Bank & Trust Co––––Not filed
Herold Advisors, Inc.––––Not filed
Krilogy Financial LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
William B. Walkup & Associates, Inc.––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Summit Financial, LLC––––Not filed
Independent Solutions Wealth Management, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Cherokee Insurance Co––––Not filed
Empirical Finance, LLC––––Not filed
Partners Capital Investment Group, LLP––––Not filed