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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).

Q4 2021 vs. Q3 2021

How the institutions holding Phillips 66 changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of PSX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,239261,358+145
Shares303.1M241.8K305.9M+3.02M (+1.0%)
Value$21.2B$17.0M$22.2B+$991.1M (+4.7%)

26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (230)

Institutions that held Phillips 66 at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 230 by value.

Institutions new to PSX in Q4 2021
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.1,163,556$84.3M0.37%
Merewether Investment Management, LP723,750$52.4M5.61%
Alyeska Investment Group, L.P.469,295$34.0M0.39%
Stonegate Investment Group, LLC461,642$33.5M1.40%
Worldquant Millennium Advisors LLC439,181$31.8M0.63%
ExodusPoint Capital Management, LP352,298$25.5M0.31%
Encompass Capital Advisors LLC200,396$14.5M1.23%
Paloma Partners Management Co182,514$13.2M0.42%
Hikari Tsushin, Inc.147,638$10.7M1.17%
Allspring Global Investments Holdings, LLC96,048$6.96M0.01%
Yousif Capital Management, LLC92,512$6.70M0.07%
Gyroscope Capital Management Group, LLC81,526$5.91M2.11%
Walleye Capital LLC76,479$5.54M0.18%
Mount Yale Investment Advisors, LLC72,984$5.29M0.55%
Congress Wealth Management LLC62,694$4.54M0.09%
PGGM Investments61,264$4.44M0.02%
Jump Financial, LLC53,643$3.89M0.24%
Pinz Capital Management, LP47,500$3.44M1.33%
Sequoia Financial Advisors, LLC45,047$3.26M0.09%
Wolverine Trading, LLC44,059$3.19M0.04%
Balyasny Asset Management LLC42,422$3.07M0.01%
Los Angeles Capital Management LLC40,943$2.97M0.01%
Invenomic Capital Management LP37,214$2.70M0.63%
Riverview Capital Advisers, LLC32,954$2.39M1.06%
Scissortail Wealth Management, LLC32,694$2.37M0.91%
Virtu Financial LLC32,493$2.35M0.24%
Dymon Asia Capital (Singapore) Pte. Ltd.32,436$2.35M1.44%
Ziegler Capital Management, LLC27,520$2.07M0.07%
B. Metzler seel. Sohn & Co. AG27,986$2.03M0.03%
Pinnacle Wealth Management, LLC27,518$1.99M1.71%
Virginia Wealth Management Group, Inc.27,334$1.98M1.78%
NorthCrest Asset Manangement, LLC25,532$1.85M0.10%
Weaver C. Barksdale & Associates, Inc.20,918$1.52M1.37%
Quantamental Technologies LLC20,688$1.50M0.76%
apricus wealth, LLC18,600$1.35M1.20%
Sonora Investment Management Group, LLC17,849$1.29M0.15%
Meixler Investment Management, Ltd.17,689$1.28M1.32%
Arvest Trust Co N A16,840$1.22M0.06%
Acadian Asset Management LLC16,616$1.20M0.00%
Cobblestone Capital Advisors LLC16,292$1.18M0.08%
Basepoint Wealth LLC15,876$1.15M1.13%
CWM, LLC15,577$1.13M0.01%
Teamwork Financial Advisors, LLC14,987$1.09M0.20%
Balentine LLC14,208$1.03M0.04%
Confluence Wealth Services, Inc.14,211$1.03M0.33%
Guardian Wealth Management, Inc.13,986$1.01M0.98%
Hodges Capital Management Inc.13,968$1.01M0.07%
Strategic Wealth Advisors Group, LLC11,498$853.0K0.04%
Marion Wealth Management11,720$849.0K0.40%
Prudential PLC10,723$777.0K0.01%
Ashton Thomas Private Wealth, LLC10,329$748.4K0.07%
HB Wealth Management, LLC10,085$731.0K0.01%
Dixon Hubard Feinour & Brown Inc9,870$715.0K0.07%
Gries Financial LLC9,353$678.0K0.28%
Citizens Financial Group Inc9,077$658.0K0.02%
Astrantus Ltd8,815$639.0K0.48%
Econ Financial Services Corp8,206$632.0K0.48%
Mystic Asset Management, Inc.8,719$631.0K0.30%
Diversified Trust Co8,530$618.0K0.02%
Vise Technologies, Inc.8,517$617.0K0.17%
Doman Group, LLC8,464$613.0K0.54%
American Trust8,401$608.0K0.05%
C2C Wealth Management, LLC8,167$592.0K0.09%
TD Ameritrade Investment Management, LLC7,962$577.0K0.00%
Drive Wealth Management, LLC7,920$574.0K0.50%
Finivi Inc.7,912$573.4K0.61%
Walleye Trading LLC7,793$565.0K0.01%
Syntax Advisors, LLC7,605$551.0K0.41%
Focus Financial Network, Inc.7,466$541.0K0.08%
Retirement Planning Co of New England, Inc.7,355$532.0K0.26%
BMS Financial Advisors, LLC7,170$520.0K0.33%
Pluribus Labs, LLC7,094$514.0K0.54%
Cladis Investment Advisory, LLC6,989$506.4K0.41%
Chelsea Counsel Co6,804$493.0K0.21%
Van Hulzen Asset Management, LLC6,715$487.0K0.05%
Invst, LLC5,728$481.0K0.08%
TD Waterhouse Canada Inc.5,844$467.1K0.00%
Forum Financial Management, LP6,382$462.0K0.02%
Modera Wealth Management, LLC6,355$461.0K0.02%
Bradley Foster & Sargent Inc6,127$444.0K0.01%
Prelude Capital Management, LLC6,131$444.0K0.02%
National Bank of Canada6,039$438.0K0.00%
Americana Partners, LLC5,967$432.0K0.08%
Magnetar Financial LLC5,759$417.0K0.00%
Asset Management Corp5,676$411.0K0.24%
SCP Investment, LP5,600$406.0K0.13%
Bivin & Associates, Inc.5,520$400.0K0.35%
Enhancing Capital LLC5,500$399.0K0.43%
Engrave Wealth Partners LLC5,283$383.0K0.11%
Wahed Invest LLC5,242$380.0K0.21%
Avaii Wealth Management, LLC5,205$377.0K0.38%
Teza Capital Management LLC5,094$369.0K0.10%
Lombard Odier Asset Management (Switzerland) SA5,027$364.0K0.02%
Intrinsic Value Partners, LLC4,991$362.0K0.39%
Oak Thistle LLC4,726$343.0K0.27%
Access Financial Services, Inc.4,714$342.0K0.15%
Mill Capital Management, LLC4,647$337.0K0.03%
Personal Cfo Solutions, LLC4,568$331.0K0.06%
Riverwater Partners LLC4,549$330.0K0.29%
Boothbay Fund Management, LLC4,496$326.0K0.01%

Sold out (85)

Institutions that held Phillips 66 at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of PSX in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Brandywine Global Investment Management, LLC349,921$24.5M
Bridgeway Capital Management, LLC184,068$12.9M
J. Goldman & Co LP120,121$8.41M
AMP Capital Investors Ltd98,120$6.87M
M&G Investment Management Ltd83,365$5.84M
Arrowstreet Capital, Limited Partnership81,300$5.69M
Aigen Investment Management, LP65,120$4.56M
MUFG Securities EMEA plc60,000$4.20M
APG Asset Management N.V.57,993$3.50M
Parallax Volatility Advisers, L.P.38,636$2.71M
McDonald Partners LLC36,669$2.57M
Twin Tree Management, LP33,166$2.32M
Maverick Capital LtdSuperinvestorMaverick Capital21,765$1.52M
Quantitative Investment Management, LLC21,663$1.52M
Northwest & Ethical Investments L.P.21,351$1.50M
Polar Asset Management Partners Inc.18,685$1.31M
San Luis Wealth Advisors LLC15,339$1.07M
Versor Investments LP14,448$1.01M
Sowell Financial Services LLC14,422$1.01M
Caxton Associates LP14,000$980.0K
Man Group plc12,434$871.0K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH12,063$845.0K
Alpine Woods Capital Investors, LLC9,500$665.0K
Moody National Bank Trust Division9,030$632.0K
X-Square Capital, LLC8,915$624.0K
Two Sigma Securities, LLC8,308$582.0K
American National Insurance Co8,300$581.0K
Agf Investments Inc.7,486$524.0K
Ergoteles LLC6,726$471.0K
Arlington Capital Management, Inc.5,861$410.0K
Prentice Wealth Management LLC5,262$368.0K
Sage Rhino Capital LLC4,999$350.0K
MCF Advisors LLC4,964$348.0K
Easterly Investment Partners LLC4,742$332.0K
Waratah Capital Advisors Ltd.4,624$324.0K
Strategy Asset Managers LLC4,613$323.0K
Change Path, LLC4,615$318.0K
Buckley Wealth Management, LLC4,402$308.0K
Meeder Asset Management Inc4,147$290.0K
Sawtooth Solutions, LLC3,978$279.0K
Personal Capital Advisors Corp3,877$272.0K
Group One Trading, L.P.3,780$265.0K
Delta Investment Management, LLC3,750$263.0K
International Assets Investment Management, LLC6,638$258.0K
Triumph Capital Management3,641$255.0K
Chemung Canal Trust Co3,629$254.0K
RMB Capital Management, LLC3,492$245.0K
Mirabella Financial Services LLP3,194$224.0K
Bank of New Hampshire2,562$220.0K
1832 Asset Management L.P.3,105$219.0K
Wade G W & Inc3,126$219.0K
Liberty Wealth Management LLC3,008$214.0K
Fox Run Management, L.L.C.3,030$212.0K
Brown Advisory Securities, LLC2,982$210.0K
Kore Private Wealth LLC2,995$210.0K
Integrated Wealth Concepts LLC2,981$209.0K
Park National Corp2,957$208.0K
Ssi Investment Management LLC2,941$205.0K
Canvas Wealth Advisors, LLC2,860$200.0K
Cahill Financial Advisors Inc1,383$97.0K
Sterling Financial Planning, Inc.1,093$77.0K
CX Institutional805$56.0K
Herold Advisors, Inc.800$56.0K
Cypress Point Wealth Management, LLC722$51.0K
Better Money Decisions, LLC623$44.0K
D'Orazio & Associates, Inc.488$34.0K
Achmea Investment Management B.V.465$32.0K
Meridian Wealth Partners, LLC417$29.0K
Firestone Capital Management318$27.0K
Capital Directions Investment Advisors, LLC330$23.0K
Barnett & Company, Inc.300$21.0K
Stonebridge Financial Planning Group, LLC175$14.0K
Consolidated Planning Corp185$13.0K
Global Retirement Partners, LLC167$12.0K
Lazard Asset Management LLC152$10.0K
Perkins Coie Trust Co100$7.00K
Resolute Partners Group79$6.00K
Dark Forest Capital Management LP90$6.00K
Ironwood Financial, llc63$4.00K
Atlas Private Wealth Advisors36$3.00K
Kowal Investment Group, LLC23$2.00K
Solstein Capital, LLC15$1.00K
Carderock Capital Management Inc1$0
First Command Advisory Services, Inc.45$0
Cordant, Inc.4$0

Not filed for Q4 2021 yet (26)

Institutions that held Phillips 66 at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.