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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Phillips 66 as of Dec 31, 2021. 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

Institutional holders
1,358
+145 vs. Q3 2021
Shares held
305.9M
+3.02M (+1.0%) vs. Q3 2021
Total value
$22.2B
+$991.1M (+4.7%) vs. Q3 2021
New holders
230
462 more added
Sold out
85
460 more reduced

26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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 holdersQ4 2021: 1,358 institutions
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 heldQ4 2021: $22.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2021.

Institutions holding PSX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
St. Johns Investment Management Company, LLC1$00.00%00.0%Unchanged
Iron Horse Wealth Management, LLC1$00.00%00.0%Unchanged
First Personal Financial Services2$00.00%+2New
PFS Partners, LLC2$1470.00%+2New
WestEnd Advisors, LLC3$2170.00%––
Exane Derivatives10$7250.00%00.0%Unchanged
Column Capital Advisors, LLC19$1.00K0.00%−15−44.1%Reduced
Delta Asset Management LLC17$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC15$1.00K0.00%00.0%Unchanged
Independence Bank of Kentucky13$1.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC19$1.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC17$1.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.7$1.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC14$1.00K0.00%+14New
Tfo-TDC, LLC12$1.00K0.00%+12New
Core Alternative Capital16$1.00K0.00%+16New
Widmann Financial Services, Inc.23$1.00K0.00%+23New
Sugarloaf Wealth Management, LLC22$2.00K0.00%−175−88.8%Reduced
Horrell Capital Management, Inc.34$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC28$2.00K0.00%00.0%Unchanged
Sawyer & Company, Inc31$2.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC26$2.00K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.40$2.00K0.00%+40New
Aquire Wealth Advisors, LLC23$2.00K0.00%+23New
Financial Connections Group, Inc.30$2.00K0.00%+30New
Gould Capital, LLC33$2.00K0.00%+33New
Thomas J. Herzfeld Advisors, Inc.38$3.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$3.00K0.00%00.0%Unchanged
Signet Financial Management, LLC45$3.00K0.00%+45New
RE Dickinson Investment Advisors, LLC43$3.00K0.00%+43New
KB Financial Partners, LLC35$3.00K0.00%+35New
Maryland Capital Advisors Inc.46$3.00K0.00%+46New
Ci Investments Inc.54$4.00K0.00%00.0%Unchanged
Optiver Holding B.V.64$4.00K0.00%00.0%Unchanged
Webster Bank, N. A.54$4.00K0.00%+49+980.0%Added
CarsonAllaria Wealth Management, Ltd.50$4.00K0.00%+50New
Karlinski Andrew C59$4.00K0.01%+59New
Financial Perspectives, Inc63$4.57K0.00%00.0%Unchanged
HighMark Wealth Management LLC67$5.00K0.00%+1+1.5%Added
Kelly Financial Services LLC69$5.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC66$5.00K0.00%+55+500.0%Added
Delos Wealth Advisors, LLC66$5.00K0.00%+66New
Tilia Fiduciary Partners, Inc.68$5.00K0.00%+68New
Glen Eagle Advisors, LLC77$5.58K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC79$6.00K0.00%−24−23.3%Reduced
Tradition Wealth Management, LLC77$6.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC80$6.00K0.00%+31+63.3%Added
Country Trust Bank100$7.00K0.00%−50−33.3%Reduced
Northern Oak Wealth Management Inc93$7.00K0.00%−50−35.0%Reduced
Bell Investment Advisors, Inc90$7.00K0.00%−51−36.2%Reduced
Assetmark, Inc96$7.00K0.00%00.0%Unchanged
IMA Wealth, Inc.100$7.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC100$7.00K0.00%00.0%Unchanged
West Branch Capital LLC92$7.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.101$7.00K0.01%+101New
Cassady Schiller Wealth Management, LLC100$7.00K0.00%+100New
Operose Advisors LLC96$7.00K0.01%+96New
Investmark Advisory Group LLC100$7.00K0.01%+100New
American State Bank (Iowa)105$7.61K0.01%00.0%Unchanged
Raffa Wealth Management, LLC109$7.90K0.00%+33+43.4%Added
Horan Securities, Inc.113$8.00K0.00%+113New
Kenfarb & Co.104$8.00K0.01%+104New
Byrne Asset Management LLC113$8.00K0.01%+113New
PSI Advisors, LLC129$9.00K0.00%+6+4.9%Added
PFG Private Wealth Management, LLC125$9.00K0.00%00.0%Unchanged
Truvestments Capital LLC118$9.00K0.00%00.0%Unchanged
Foresight Capital Management Advisors, Inc.125$9.00K0.01%+125New
Stephens Consulting, LLC133$9.64K0.01%+133New
Strategic Asset Management, LLC139$10.0K0.01%+1+0.7%Added
Baldwin Brothers Inc138$10.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.142$10.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc142$10.0K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.143$10.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC143$10.0K0.00%00.0%Unchanged
Ellevest, Inc.135$10.0K0.00%+135New
Burleson & Company, LLC150$11.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.157$11.0K0.00%00.0%Unchanged
Accel Wealth Management157$11.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.157$11.0K0.00%+1+0.6%Added
Focused Wealth Management, Inc172$12.0K0.00%−1,873−91.6%Reduced
Ten Capital Wealth Advisors, LLC165$12.0K0.00%−62−27.3%Reduced
Lake Point Wealth Management172$12.0K0.01%−9−5.0%Reduced
Pittenger & Anderson Inc168$12.0K0.00%00.0%Unchanged
Lagoda Investment Management, L.P.170$12.0K0.01%00.0%Unchanged
Professional Financial Advisors, LLC159$12.0K0.01%+2+1.3%Added
Bellevue Asset Management, LLC161$12.0K0.01%00.0%Unchanged
Ford Financial Group, LLC175$12.0K0.00%+175New
Atticus Wealth Management, LLC160$12.0K0.00%+160New
Wolff Wiese Magana LLC184$13.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC179$13.0K0.00%+179New
Cypress Capital Management LLC (WY)200$14.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC195$14.0K0.00%00.0%Unchanged
Alaethes Wealth LLC194$14.0K0.01%00.0%Unchanged
Carroll Investors, Inc200$14.0K0.01%+200New
Arrow Financial Corp210$15.0K0.00%−952−81.9%Reduced
Earnest Partners LLC211$15.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC202$15.0K0.00%00.0%Unchanged
Atwood & Palmer Inc213$15.0K0.00%+32+17.7%Added
First Community Trust NA208$15.1K0.01%+208New
Cornerstone Management, Inc.210$15.2K0.00%+210New