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
Flputnam Investment Management Co	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
Mattern Wealth Management LLC	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
Lighthouse Investment Partners, LLC	–	–	–	–	Not filed
Horizon Investments, LLC	–	–	–	–	Not filed
Curbstone Financial Management Corp	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Great Valley Advisor Group, Inc.	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
Flagship Capital Management Inc.	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
YHB Investment Advisors, Inc.	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
Financiere des Professionnels - Fonds d,investissement inc.	–	–	–	–	Not filed
Campbell & CO Investment Adviser LLC	–	–	–	–	Not filed
Parcion Private Wealth LLC	–	–	–	–	Not filed
Segment Wealth Management, LLC	–	–	–	–	Not filed
Exeter Financial, LLC	–	–	–	–	Not filed
Wilkins Investment Counsel Inc	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Harvest Portfolios Group Inc.	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
Oak Thistle LLC	–	–	–	–	Not filed
XML Financial, LLC	–	–	–	–	Not filed
First National Advisers, LLC	–	–	–	–	Not filed
Ashton Thomas Private Wealth, LLC	–	–	–	–	Not filed
Infrastructure Capital Advisors, LLC	–	–	–	–	Not filed
Logan Capital Management Inc	–	–	–	–	Not filed
Avantax Planning Partners, Inc.	–	–	–	–	Not filed
Everett Harris & Co	–	–	–	–	Not filed
Axxcess Wealth Management, LLC	–	–	–	–	Not filed
Gamco Investors, Inc. Et Al	–	–	–	–	Not filed
Abundance Wealth Counselors	–	–	–	–	Not filed
Paragon Capital Management LLC	–	–	–	–	Not filed
Marion Wealth Management	–	–	–	–	Not filed
Haverford Trust Co	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Burney Co	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Flavin Financial Services, Inc.	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Sivia Capital Partners, LLC	–	–	–	–	Not filed
Twin Capital Management Inc	–	–	–	–	Not filed
Private Management Group Inc	–	–	–	–	Not filed
Rowland & Co Investment Counsel	–	–	–	–	Not filed
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
Citizens Financial Group Inc	–	–	–	–	Not filed
Longaeva Partners L.P.	–	–	–	–	Not filed
Ar Asset Management Inc	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Bull Harbor Capital LLC	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
CWC Advisors, LLC.	–	–	–	–	Not filed
Tweedy, Browne Co LLC	–	–	–	–	Not filed
Hancock Whitney Corp	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
MUFG Securities Americas Inc.	–	–	–	–	Not filed
Counterweight Ventures, LLC	–	–	–	–	Not filed
Dockside LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Snowden Capital Advisors LLC	–	–	–	–	Not filed
Nicolet Bankshares Inc	–	–	–	–	Not filed
Carret Asset Management, LLC	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Weaver C. Barksdale & Associates, Inc.	–	–	–	–	Not filed
Sanibel Captiva Trust Company, Inc.	–	–	–	–	Not filed
Avidian Wealth Solutions, LLC	–	–	–	–	Not filed
Williams Jones Wealth Management, LLC.	–	–	–	–	Not filed
River Wealth Advisors LLC	–	–	–	–	Not filed
Hilltop National Bank	–	–	–	–	Not filed
Jacobi Capital Management LLC	–	–	–	–	Not filed
Umpqua Bank	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Private Capital Management, LLC	–	–	–	–	Not filed
Crescent Sterling, Ltd.	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Evercore Wealth Management, LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
Boyd Watterson Asset Management LLC	–	–	–	–	Not filed
Fruth Investment Management	–	–	–	–	Not filed
Icon Wealth Advisors, LLC	–	–	–	–	Not filed
Inscription Capital, LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Sendero Wealth Management, LLC	–	–	–	–	Not filed
Greenleaf Trust	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
MONECO Advisors, LLC	–	–	–	–	Not filed
First Interstate Bank	–	–	–	–	Not filed
Atom Investors LP	–	–	–	–	Not filed