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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Somerset Trust Co | 20,079 | $1.46M | 0.53% | +229+1.2% | Added |
| Cheviot Value Management, LLC | 20,353 | $1.48M | 0.35% | −126−0.6% | Reduced |
| XML Financial, LLC | 20,657 | $1.50M | 0.18% | +3,215+18.4% | Added |
| Quantamental Technologies LLC | 20,688 | $1.50M | 0.76% | +20,688 | New |
| First Nebraska Trust Co | 20,741 | $1.50M | 0.18% | −4,325−17.3% | Reduced |
| Koshinski Asset Management, Inc. | 20,765 | $1.50M | 0.12% | −1,100−5.0% | Reduced |
| Hartford Financial Management Inc. | 20,868 | $1.51M | 0.35% | +10.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $1.52M | 1.37% | +20,918 | New |
| HBK Sorce Advisory LLC | 21,042 | $1.52M | 0.08% | +1,954+10.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,309 | $1.54M | 0.01% | −178,408−89.3% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.55M | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 21,398 | $1.55M | 0.14% | −10,479−32.9% | Reduced |
| Baxter Bros Inc | 21,431 | $1.55M | 0.23% | −229−1.1% | Reduced |
| Wilen Investment Management Corp. | 21,916 | $1.58M | 1.20% | −750−3.3% | Reduced |
| Profund Advisors LLC | 21,848 | $1.58M | 0.05% | +603+2.8% | Added |
| Strategic Financial Services, Inc, | 21,921 | $1.59M | 0.12% | −1,941−8.1% | Reduced |
| Corient Capital Partners, LLC | 22,338 | $1.62M | 0.11% | −1,748−7.3% | Reduced |
| Green Square Capital Advisors LLC | 22,456 | $1.63M | 0.32% | +1,035+4.8% | Added |
| Gotham Asset Management, LLC | 23,008 | $1.67M | 0.05% | +19,246+511.6% | Added |
| Van Eck Associates Corp | 23,055 | $1.67M | 0.00% | −584−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 23,059 | $1.67M | 0.03% | +10,194+79.2% | Added |
| FIL Ltd | 23,142 | $1.68M | 0.00% | −20,388−46.8% | Reduced |
| Venture Visionary Partners LLC | 24,267 | $1.71M | 0.11% | +1,465+6.4% | Added |
| River Wealth Advisors LLC | 23,677 | $1.72M | 0.27% | +1,185+5.3% | Added |
| Carnegie Capital Asset Management, LLC | 23,735 | $1.72M | 0.06% | −2,945−11.0% | Reduced |
| AXA S.A. | 23,893 | $1.73M | 0.00% | −50,902−68.1% | Reduced |
| SWS Partners | 23,943 | $1.74M | 0.99% | +1,581+7.1% | Added |
| Cullen/Frost Bankers, Inc. | 24,089 | $1.75M | 0.03% | −862−3.5% | Reduced |
| Algert Global LLC | 24,199 | $1.75M | 0.22% | −673−2.7% | Reduced |
| STRS Ohio | 24,221 | $1.75M | 0.01% | −8,560−26.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,620 | $1.78M | 0.84% | −1,018−4.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,784 | $1.80M | 0.05% | −331−1.3% | Reduced |
| Leavell Investment Management, Inc. | 24,896 | $1.80M | 0.12% | −11,036−30.7% | Reduced |
| Argyle Capital Management Inc. | 25,235 | $1.83M | 0.57% | +1,000+4.1% | Added |
| NorthCrest Asset Manangement, LLC | 25,532 | $1.85M | 0.10% | +25,532 | New |
| German American Bancorp, Inc. | 25,540 | $1.85M | 0.26% | +356+1.4% | Added |
| Compagnie Lombard Odier SCmA | 25,549 | $1.85M | 0.04% | −200−0.8% | Reduced |
| Daiwa Securities Group Inc. | 25,578 | $1.85M | 0.01% | +1,290+5.3% | Added |
| SG Americas Securities, LLC | 25,749 | $1.87M | 0.01% | +15,491+151.0% | Added |
| Garrison Asset Management, LLC | 25,866 | $1.87M | 1.02% | −164−0.6% | Reduced |
| City Holding Co | 22,560 | $1.90M | 0.32% | −424−1.8% | Reduced |
| Blair William & Co | 26,271 | $1.90M | 0.01% | +3,151+13.6% | Added |
| Principle Wealth Partners LLC | 26,405 | $1.91M | 0.20% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 26,481 | $1.92M | 0.62% | −232−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 26,590 | $1.93M | 0.09% | +4,505+20.4% | Added |
| Unison Advisors LLC | 26,712 | $1.94M | 0.47% | +409+1.6% | Added |
| New Mexico Educational Retirement Board | 26,728 | $1.94M | 0.06% | −1,900−6.6% | Reduced |
| Shelton Capital Management | 26,751 | $1.94M | 0.07% | +300+1.1% | Added |
| Kentucky Retirement Systems | 26,823 | $1.94M | 0.08% | +1,024+4.0% | Added |
| Johnson Investment Counsel Inc | 26,966 | $1.95M | 0.02% | +62+0.2% | Added |
| Trustmark National Bank Trust Department | 27,110 | $1.96M | 0.15% | −4,590−14.5% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 27,157 | $1.97M | 0.58% | +980+3.7% | Added |
| Virginia Wealth Management Group, Inc. | 27,334 | $1.98M | 1.78% | +27,334 | New |
| Prio Wealth Limited Partnership | 27,419 | $1.99M | 0.06% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 27,438 | $1.99M | 0.01% | −3,113−10.2% | Reduced |
| Louisiana State Employees Retirement System | 27,500 | $1.99M | 0.04% | +200+0.7% | Added |
| Pinnacle Wealth Management, LLC | 27,518 | $1.99M | 1.71% | +27,518 | New |
| Davenport & Co LLC | 27,528 | $2.00M | 0.01% | −5,784−17.4% | Reduced |
| SevenBridge Financial Group, LLC | 27,618 | $2.00M | 0.60% | −1,010−3.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,682 | $2.01M | 0.58% | +381+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,986 | $2.03M | 0.03% | +27,986 | New |
| Regions Financial Corp | 28,019 | $2.03M | 0.02% | +2,680+10.6% | Added |
| Xponance, Inc. | 28,161 | $2.04M | 0.03% | +6,031+27.3% | Added |
| Central Trust Co | 28,194 | $2.04M | 0.06% | −170−0.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 28,218 | $2.04M | 0.22% | +4,639+19.7% | Added |
| Resources Investment Advisors, LLC. | 28,343 | $2.05M | 0.08% | −183−0.6% | Reduced |
| Ziegler Capital Management, LLC | 27,520 | $2.07M | 0.07% | +27,520 | New |
| NewSquare Capital LLC | 28,564 | $2.07M | 0.22% | +2,475+9.5% | Added |
| Parsons Capital Management Inc | 28,734 | $2.08M | 0.15% | −175−0.6% | Reduced |
| Private Advisor Group, LLC | 29,182 | $2.12M | 0.02% | −12,612−30.2% | Reduced |
| Fundamentun, LLC | 29,640 | $2.15M | 0.34% | +2,581+9.5% | Added |
| People's United Financial, Inc. | 29,915 | $2.17M | 0.05% | −8,298−21.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 29,990 | $2.17M | 0.38% | +1,484+5.2% | Added |
| Quadrature Capital Ltd | 30,180 | $2.19M | 0.12% | −39,122−56.5% | Reduced |
| Burney Co | 30,277 | $2.19M | 0.09% | +16,692+122.9% | Added |
| Kingsview Wealth Management, LLC | 30,394 | $2.20M | 0.09% | −1,656−5.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,665 | $2.22M | 0.09% | +11,834+62.8% | Added |
| Seven Eight Capital, LP | 30,776 | $2.23M | 0.40% | +25,049+437.4% | Added |
| Demars Financial Group, LLC | 31,220 | $2.26M | 1.20% | +24,716+380.0% | Added |
| Quantbot Technologies LP | 31,536 | $2.29M | 0.19% | −41,466−56.8% | Reduced |
| Capitolis Advisors LLC | 31,552 | $2.29M | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 31,752 | $2.30M | 0.00% | +657+2.1% | Added |
| Capstone Investment Advisors, LLC | 32,093 | $2.33M | 0.04% | +208+0.7% | Added |
| Becker Capital Management Inc | 32,204 | $2.33M | 0.09% | −5,232−14.0% | Reduced |
| Cerity Partners LLC | 32,308 | $2.34M | 0.04% | +594+1.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 32,436 | $2.35M | 1.44% | +32,436 | New |
| Virtu Financial LLC | 32,493 | $2.35M | 0.24% | +32,493 | New |
| Canal Insurance CO | 32,500 | $2.35M | 0.69% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.36M | 0.00% | −43,258−57.0% | Reduced |
| Oppenheimer & Co Inc | 32,614 | $2.36M | 0.04% | −11,059−25.3% | Reduced |
| Blueshift Asset Management, LLC | 32,636 | $2.37M | 0.21% | +26,582+439.1% | Added |
| Scissortail Wealth Management, LLC | 32,694 | $2.37M | 0.91% | +32,694 | New |
| Thompson Siegel & Walmsley LLC | 32,756 | $2.37M | 0.03% | +8,331+34.1% | Added |
| Segall Bryant & Hamill, LLC | 32,986 | $2.38M | 0.02% | −900−2.7% | Reduced |
| Riverview Capital Advisers, LLC | 32,954 | $2.39M | 1.06% | +32,954 | New |
| Elo Mutual Pension Insurance Co | 33,252 | $2.41M | 0.07% | +2,569+8.4% | Added |
| Heritage Trust Co | 33,371 | $2.42M | 0.31% | −1,720−4.9% | Reduced |
| Maryland State Retirement & Pension System | 33,413 | $2.42M | 0.06% | 00.0% | Unchanged |
| Marathon Capital Management | 33,520 | $2.43M | 0.57% | +225+0.7% | Added |
| Gladstone Institutional Advisory LLC | 34,224 | $2.48M | 0.19% | −421−1.2% | Reduced |