PHILLIPS 66 (PSX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
124
Reporting holders
$212.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,993
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $53.7M | 210,381 | 0.47% | 3q | +30.1%+$12.4M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $33.1M | 129,559 | 1.19% | 19q | -55.9%-$42.0M |
| Venture Visionary Partners LLC | $20.8M | 81,433 | 0.54% | 24q | -4.7%-$1.0M |
| Farther Finance Advisors, LLC | $9.3M | 36,575 | 0.07% | 16q | +8.5%+$734.3K |
| Mirador Capital Partners LP | $7.6M | 29,682 | 0.88% | 23q | -37.2%-$4.5M |
| O'Keefe Stevens Advisory, Inc. | $7.4M | 28,851 | 1.51% | 36q | +8.6%+$582.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.0M | 19,686 | 0.06% | 32q | HELD |
| GAMMA Investing LLC | $4.7M | 18,535 | 0.16% | 12q | +7.7%+$339.3K |
| Wedmont Private Capital | $4.2M | 15,064 | 0.10% | 16q | +16.8%+$611.1K |
| YHB Investment Advisors, Inc. | $3.5M | 13,829 | 0.22% | 32q | -3.8%-$138.4K |
| Valeo Financial Advisors, LLC | $3.3M | 13,109 | 0.07% | 32q | +2.7%+$88.3K |
| Monument Capital Management | $3.3M | 13,039 | 0.69% | new | NEW |
| ALKEME WEALTH, LLC | $2.8M | 10,990 | 1.06% | 27q | -22.0%-$790.2K |
| Avidian Wealth Enterprises, LLC | $2.6M | 10,132 | 0.07% | 32q | -13.9%-$416.2K |
| Bangor Savings Bank | $2.4M | 9,362 | 0.18% | 32q | -7.3%-$188.4K |
| Capital Advisors Wealth Management, LLC | $2.4M | 9,261 | 0.27% | 17q | +1.8%+$41.9K |
| Retireful, LLC | $2.0M | 8,007 | 1.76% | new | NEW |
| Everhart Financial Group, Inc. | $1.4M | 5,587 | 0.09% | 16q | +3.2%+$44.4K |
| Rosenberg Matthew Hamilton | $1.3M | 5,106 | 0.23% | 27q | HELD |
| Baring Financial LLC | $1.3M | 5,030 | 0.69% | 8q | HELD |
| Apella Capital, LLC | $1.3M | 4,668 | 0.02% | 7q | +27.7%+$274.9K |
| Wealth Enhancement Trust Services, Inc. | $1.2M | 4,816 | 0.13% | 4q | -59.0%-$1.8M |
| Montecito Bank & Trust | $1.2M | 4,749 | 0.18% | 17q | -6.6%-$85.5K |
| Veracity Capital LLC | $1.2M | 4,670 | 0.32% | 16q | HELD |
| MassMutual Private Wealth & Trust, FSB | $1.2M | 4,549 | 0.03% | 32q | -3.6%-$43.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $1.2M | 4,516 | 0.17% | 19q | -11.5%-$150.1K |
| Lincoln Capital LLC | $1.1M | 4,310 | 0.19% | 32q | HELD |
| RIVERSEDGE ADVISORS, LLC | $1.1M | 4,183 | 0.13% | 5q | +18.6%+$167.7K |
| Investors Research Corp | $1.1M | 4,125 | 0.19% | 31q | -11.3%-$134.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $926.3K | 3,628 | 0.08% | 18q | +1.9%+$17.1K |
| Biltmore Wealth Management, LLC | $908.0K | 3,557 | 0.28% | 10q | -6.9%-$67.1K |
| Legacy Private Trust Co. | $869.3K | 3,405 | 0.05% | 14q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $788.7K | 3,089 | 0.21% | 12q | -1.3%-$10.2K |
| Hamilton Capital, LLC | $772.2K | 3,024 | 0.04% | 13q | -11.3%-$98.3K |
| Persium Advisors, LLC | $740.9K | 2,902 | 0.39% | 8q | -50.0%-$740.9K |
| Versant Capital Management, Inc | $707.5K | 2,771 | 0.06% | 32q | HELD |
| Weaver Consulting Group | $654.6K | 2,564 | 0.13% | 31q | -3.3%-$22.2K |
| Cooper Financial Group | $648.7K | 2,541 | 0.05% | 7q | HELD |
| Successful Portfolios LLC | $647.4K | 2,402 | 0.30% | 32q | -2.0%-$13.2K |
| Greenfield Savings Bank | $595.6K | 2,333 | 0.23% | 16q | HELD |
| Breakwater Capital Group | $575.7K | 2,255 | 0.07% | 6q | -6.1%-$37.5K |
| LAWOOD & CO | $567.3K | 2,222 | 0.39% | 4q | HELD |
| Cadent Capital Advisors, LLC | $555.2K | 2,175 | 0.12% | 16q | HELD |
| Worth Asset Management, LLC | $541.4K | 2,121 | 0.16% | new | NEW |
| Post Resch Tallon Group Inc. | $536.9K | 2,103 | 0.37% | 8q | HELD |
| Elm3 Financial Group, LLC | $529.8K | 2,075 | 0.35% | new | NEW |
| Sound Income Strategies, LLC | $529.7K | 1,881 | 0.02% | 32q | +3.9%+$20.0K |
| Defender Capital, LLC. | $519.8K | 2,036 | 0.16% | 4q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $518.3K | 2,030 | 0.04% | 24q | -7.9%-$44.7K |
| DAVIDSON TRUST CO | $513.4K | 2,011 | 0.20% | 24q | HELD |
| LifeGoal Investments, LLC | $511.4K | 2,003 | 0.16% | 3q | +26.3%+$106.5K |
| CENTRAL BANK & TRUST CO | $508.1K | 1,990 | 0.07% | 32q | HELD |
| Douglas Lane & Associates, LLC | $495.3K | 1,940 | 0.01% | 11q | HELD |
| Gallagher Capital Advisors, LLC | $476.0K | 1,864 | 0.26% | 8q | HELD |
| Plan A Wealth LLC | $460.3K | 1,803 | 0.16% | 8q | -1.1%-$5.1K |
| FINANCIAL MANAGEMENT NETWORK INC | $399.1K | 1,495 | 0.06% | 3q | HELD |
| EASTERN BANK | $389.6K | 1,526 | 0.01% | 9q | +12.5%+$43.4K |
| Bank of New Hampshire | $384.8K | 1,507 | 0.08% | 19q | -0.7%-$2.6K |
| Hardin Capital Partners, LLC | $375.6K | 1,471 | 0.18% | 5q | -6.4%-$25.5K |
| Green Ridge Wealth Planning LLC | $357.5K | 1,400 | 0.14% | 4q | HELD |
| Acropolis Investment Management, LLC | $352.1K | 1,379 | 0.01% | 32q | -50.7%-$361.5K |
| Coastline Trust Co | $349.5K | 1,369 | 0.03% | 32q | -3.7%-$13.5K |
| Bullock Wealth Management Group | $348.9K | 1,321 | 0.14% | 11q | -1.7%-$6.1K |
| Peoples Bank/KS | $345.9K | 1,355 | 0.34% | 3q | -3.6%-$12.8K |
| Grove Bank & Trust | $336.2K | 1,317 | 0.03% | 16q | HELD |
| SAPIENT CAPITAL LLC | $332.9K | 1,304 | 0.00% | 4q | -47.9%-$305.9K |
| General Partner, Inc. | $332.7K | 1,303 | 0.18% | 16q | HELD |
| Stokes Capital Advisors, LLC | $331.9K | 1,300 | 0.07% | 2q | -17.5%-$70.2K |
| Paragon Capital Management Ltd | $326.0K | 1,277 | 0.06% | 3q | HELD |
| TOMPKINS FINANCIAL CORP | $317.6K | 1,244 | 0.02% | 19q | -11.5%-$41.4K |
| ARGUS INVESTORS' COUNSEL, INC. | $302.8K | 1,186 | 0.24% | 3q | -1.4%-$4.3K |
| Kure Advisory, LLC | $299.1K | 1,172 | 0.14% | new | NEW |
| Sunburst Financial Group, LLC | $284.9K | 1,116 | 0.05% | new | NEW |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $282.0K | 1,105 | 0.18% | 2q | -11.4%-$36.2K |
| INSPIRION WEALTH ADVISORS, LLC | $280.8K | 1,100 | 0.03% | new | NEW |
| Martin Capital Partners, LLC | $277.5K | 1,087 | 0.10% | 18q | -95.4%-$5.8M |
| Vann Equity Management LLC | $276.8K | 1,084 | 0.16% | new | NEW |
| PARK NATIONAL CORP /OH/ | $276.0K | 1,081 | 0.01% | new | NEW |
| Athena Wealth Management, LLC | $265.1K | 1,038 | 0.19% | 3q | -16.0%-$50.3K |
| CHAPIN DAVIS, INC. | $260.7K | 1,021 | 0.05% | new | NEW |
| Bath Savings Trust Co | $255.6K | 1,001 | 0.03% | new | NEW |
| Roth Financial Partners LLC | $255.3K | 1,000 | 0.08% | new | NEW |
| CoreCap Advisors, LLC | $254.2K | 995 | 0.01% | 9q | +12.4%+$28.1K |
| City Center Advisors, LLC | $251.5K | 985 | 0.19% | new | NEW |
| Trust Co | $251.4K | 985 | 0.02% | 32q | HELD |
| Cambridge Financial Group, LLC | $248.7K | 1,471 | 0.08% | 3q | HELD |
| Midwest Financial Partners Investments, Inc. | $243.3K | 953 | 0.09% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $237.2K | 929 | 0.02% | 18q | +7.0%+$15.6K |
| RVW Wealth, LLC | $236.9K | 928 | 0.02% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $231.1K | 905 | 0.01% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $228.0K | 893 | 0.01% | 16q | -10.1%-$25.5K |
| Balefire, LLC | $221.9K | 869 | 0.03% | new | NEW |
| RFG - Bristol Wealth Advisors, LLC | $217.0K | 850 | 0.05% | new | NEW |
| Gradient Investments LLC | $215.2K | 843 | 0.00% | 3q | -29.2%-$88.9K |
| KFA Private Wealth Group, LLC | $207.1K | 810 | 0.05% | new | NEW |
| TrueWealth Advisors, LLC | $204.9K | 803 | 0.05% | new | NEW |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $203.7K | 798 | 0.12% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $174.1K | 682 | 0.02% | 32q | HELD |
| Sarver Vrooman Wealth Advisors | $136.1K | 533 | 0.08% | 7q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $127.7K | 500 | 0.01% | 18q | HELD |
Showing the largest 100 of 128 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-09-29 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Harbison Richard G | EVP, Refining | Sold | 52,100 | $11.7M |
| 2026-08-11 | Mandell Brian | Executive Vice President | Sold | 30,000 | $6.5M |
| 2026-09-16 | Mandell Brian | Executive Vice President | Sold | 23,400 | $6.2M |
| 2026-05-08 | Mitchell Kevin J | Exec. VP and CFO | Sold | 29,400 | $5.0M |
| 2026-07-09 | Mitchell Kevin J | Exec. VP and CFO | Sold | 11,021 | $2.1M |
| 2026-08-10 | Kluppel Ann M | SVP and Controller | Sold | 6,034 | $1.3M ×3 |
| 2026-07-21 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sold | 3,523 | $743.5K |
| 2026-08-10 | Mandell Brian | Executive Vice President | Sold | 3,300 | $706.3K |
| 2026-08-07 | Kluppel Ann M | SVP and Controller | Sold | 1,800 | $369.0K |
| 2026-08-10 | Davis Lisa Ann | Director | Sold | 1,515 | $314.7K ×3 |
| 2026-07-20 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sold | 563 | $118.8K |
| 2026-05-11 | Mitchell Kevin J | Exec. VP and CFO | Sold | 600 | $102.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 124 | $212.1M | 828,980 | 24 | 23 | 37 | 0.0% |
| Q2 2026 | 2,117 | $60.5B | 351,071,885 | 140 | 731 | 662 | 1.9% |
| Q1 2026 | 2,130 | $60.7B | 327,237,454 | 326 | 609 | 677 | 1.9% |
| Q4 2025 | 1,914 | $41.0B | 311,026,870 | 125 | 617 | 555 | 2.2% |
| Q3 2025 | 1,855 | $42.9B | 308,138,169 | 193 | 548 | 587 | 2.3% |
| Q2 2025 | 1,780 | $38.6B | 314,664,403 | 117 | 565 | 648 | 2.4% |
| Q1 2025 | 1,805 | $38.6B | 307,800,689 | 161 | 568 | 611 | 1.9% |
| Q4 2024 | 1,786 | $35.6B | 306,991,607 | 89 | 544 | 579 | 1.7% |
| Q3 2024 | 1,783 | $41.0B | 306,332,225 | 109 | 539 | 638 | 1.8% |
| Q2 2024 | 1,797 | $45.7B | 317,527,732 | 89 | 585 | 624 | 2.0% |
| Q1 2024 | 1,892 | $56.4B | 338,196,120 | 183 | 540 | 716 | 2.2% |
| Q4 2023 | 1,810 | $46.6B | 338,562,893 | 151 | 490 | 627 | 3.2% |
| Q3 2023 | 1,676 | $39.6B | 321,073,724 | 195 | 484 | 548 | 2.7% |
| Q2 2023 | 1,548 | $31.7B | 323,920,875 | 82 | 496 | 564 | 2.4% |
| Q1 2023 | 1,574 | $35.1B | 338,540,120 | 110 | 489 | 528 | 2.4% |
| Q4 2022 | 1,586 | $36.7B | 342,027,427 | 191 | 491 | 470 | 3.0% |
| Q3 2022 | 1,419 | $28.3B | 338,994,881 | 85 | 541 | 415 | 3.0% |
| Q2 2022 | 1,446 | $29.2B | 345,406,376 | 115 | 533 | 431 | 3.0% |
| Q1 2022 | 1,453 | $29.9B | 337,871,160 | 188 | 576 | 388 | 2.4% |
| Q4 2021 | 1,356 | $23.5B | 310,764,448 | 116 | 428 | 432 | 4.2% |
| Q3 2021 | 1,231 | $21.9B | 303,190,582 | 70 | 434 | 432 | 3.1% |
| Q2 2021 | 1,331 | $26.9B | 307,406,825 | 115 | 447 | 420 | 2.1% |
| Q1 2021 | 1,278 | $25.7B | 307,847,191 | 122 | 398 | 470 | 2.4% |
| Q4 2020 | 1,240 | $22.1B | 303,153,651 | 140 | 339 | 489 | 3.7% |
| Q3 2020 | 1,131 | $15.6B | 294,267,184 | 57 | 316 | 517 | 2.2% |
| Q2 2020 | 1,274 | $21.4B | 293,276,545 | 163 | 369 | 532 | 1.8% |
| Q1 2020 | 1,226 | $16.3B | 299,260,074 | 79 | 399 | 560 | 1.6% |
| Q4 2019 | 1,544 | $35.8B | 315,612,675 | 116 | 472 | 523 | 1.8% |
| Q3 2019 | 1,393 | $32.2B | 310,145,476 | 102 | 479 | 486 | 1.5% |
| Q2 2019 | 1,365 | $30.3B | 315,338,692 | 72 | 474 | 476 | 2.8% |
| Q1 2019 | 1,403 | $31.2B | 323,557,331 | 102 | 510 | 463 | 1.4% |
| Q4 2018 | 1,362 | $29.0B | 332,611,380 | 11 | 27 | 20 | 1.6% |