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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
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: 1,418 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
Virtu Financial LLC––––Not filed
Cowa, LLC––––Not filed
Wealth Alliance Advisory Group, LLC––––Not filed
Glenview Trust Co––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Vestcor Inc––––Not filed
Cozad Asset Management Inc––––Not filed
Tema ETFs LLC––––Not filed
Eagle Global Advisors LLC––––Not filed
Elevatus Welath Management––––Not filed
RFG Advisory, LLC––––Not filed
Patten Group, Inc.––––Not filed
Denali Advisors LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Stegent Equity Advisors, Inc.––––Not filed
Cerro Pacific Wealth Advisors LLC––––Not filed
Bull Street Advisors, LLC––––Not filed
San Luis Wealth Advisors LLC––––Not filed
DT Investment Partners, LLC––––Not filed
Frec Markets, Inc.––––Not filed
NewEdge Wealth, LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Fiduciary Group LLC––––Not filed
Hilltop Holdings Inc.––––Not filed
Purkiss Capital Advisors LLC––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Erste Asset Management GmbH––––Not filed
Resources Management Corp––––Not filed
AMG National Trust Bank––––Not filed
Welch & Forbes LLC––––Not filed
Barry Investment Advisors, LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Godshalk Welsh Capital Management, Inc.––––Not filed
Cladis Investment Advisory, LLC––––Not filed
Ascent Group, LLC––––Not filed
Strategic Advisors LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
WealthTrust Axiom LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Hunter Associates Investment Management LLC––––Not filed
Perryman Financial Advisory Inc––––Not filed
SummitTX Capital, L.P.––––Not filed
National Asset Management, Inc.––––Not filed
Boston Trust Walden Corp––––Not filed
Assetmark, Inc––––Not filed
Commerzbank Aktiengesellschaft––––Not filed
Prairie Advisory, LLC––––Not filed
Retirement Investment Advisors, Inc.––––Not filed
TCW Group Inc––––Not filed
Mather Group, LLC.––––Not filed
Corsicana & Co.––––Not filed
Drucker Wealth 3.0, LLC––––Not filed
Simplicity Wealth,LLC––––Not filed
Compass Capital Corp––––Not filed
Garrett Wealth Advisory Group, LLC––––Not filed
America First Investment Advisors, LLC––––Not filed
Penobscot Investment Management Company, Inc.––––Not filed
Mairs & Power Inc––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Bradley Foster & Sargent Inc––––Not filed
First National Bank of Mount Dora, Trust Investment Services––––Not filed
Miller Investment Management, LP––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
Allen Capital Group, LLC––––Not filed
Trust Co of Vermont––––Not filed
Old North State Trust, LLC––––Not filed
Caerus Investment Advisors, LLC––––Not filed
Generali Investments, Management Co LLC––––Not filed
Essex Financial Services, Inc.––––Not filed
ArrowMark Colorado Holdings LLC––––Not filed
Adviser Investments LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
1st Source Bank––––Not filed
Regal Investment Advisors LLC––––Not filed
First National Trust Co––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Kuhn & Co Investment Counsel––––Not filed
Norden Group LLC––––Not filed
Peoples Bank––––Not filed
American Financial Group Inc––––Not filed
Employees Retirement System of Texas––––Not filed
Retirement Planning Co of New England, Inc.––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Fiduciary Alliance LLC––––Not filed
Private Trust Co NA––––Not filed
Tyche Wealth Partners LLC––––Not filed
Heck Capital Advisors, LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
Peapack Gladstone Financial Corp––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Csenge Advisory Group––––Not filed
Alta Capital Management LLC––––Not filed
Heritage Wealth Management, Inc.––––Not filed
Valmark Advisers, Inc.––––Not filed