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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 34,335 | $2.49M | 0.02% | −208,750−85.9% | Reduced |
| PEAK6 Investments LLC | 34,435 | $2.50M | 0.07% | −41,849−54.9% | Reduced |
| Atria Investments LLC | 34,535 | $2.50M | 0.04% | +469+1.4% | Added |
| First American Bank | 35,475 | $2.57M | 0.14% | +761+2.2% | Added |
| Winton Group Ltd | 35,546 | $2.58M | 0.16% | +17,167+93.4% | Added |
| Oregon Public Employees Retirement Fund | 35,560 | $2.58M | 0.03% | −1,100−3.0% | Reduced |
| Varma Mutual Pension Insurance Co | 35,648 | $2.58M | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 35,989 | $2.61M | 0.03% | +2,011+5.9% | Added |
| Park Avenue Securities LLC | 36,059 | $2.61M | 0.05% | +1,854+5.4% | Added |
| Securian Asset Management, Inc | 36,129 | $2.62M | 0.05% | −310−0.9% | Reduced |
| Colonial Trust Advisors | 36,139 | $2.62M | 0.29% | +502+1.4% | Added |
| Brookstone Capital Management | 32,071 | $2.63M | 0.05% | +789+2.5% | Added |
| Stolper Co | 36,321 | $2.63M | 1.17% | −4,391−10.8% | Reduced |
| Crossmark Global Holdings, Inc. | 36,594 | $2.65M | 0.06% | −101,097−73.4% | Reduced |
| Brinker Capital Investments, LLC | 36,613 | $2.65M | 0.04% | +8,473+30.1% | Added |
| Farmers & Merchants Investments Inc | 36,662 | $2.66M | 0.10% | +88+0.2% | Added |
| Westpac Banking Corp | 37,001 | $2.68M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 37,183 | $2.69M | 0.03% | −226−0.6% | Reduced |
| Invenomic Capital Management LP | 37,214 | $2.70M | 0.63% | +37,214 | New |
| Regentatlantic Capital LLC | 37,479 | $2.72M | 0.08% | +230+0.6% | Added |
| Candriam Luxembourg S.C.A. | 37,639 | $2.73M | 0.02% | −5,464−12.7% | Reduced |
| Alta Capital Management LLC | 37,862 | $2.74M | 0.14% | +355+0.9% | Added |
| Schroder Investment Management Group | 37,958 | $2.75M | 0.00% | −18,866−33.2% | Reduced |
| AE Wealth Management LLC | 38,544 | $2.79M | 0.02% | +16,309+73.3% | Added |
| Shorepoint Capital Partners LLC | 38,575 | $2.79M | 1.13% | +3,253+9.2% | Added |
| Fiera Capital Corp | 39,023 | $2.83M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 39,134 | $2.83M | 0.00% | +2,906+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 39,442 | $2.86M | 0.01% | +8,772+28.6% | Added |
| Pearl River Capital, LLC | 40,002 | $2.90M | 0.78% | +8,281+26.1% | Added |
| Pinnacle Associates Ltd | 40,085 | $2.90M | 0.05% | +2,120+5.6% | Added |
| Los Angeles Capital Management LLC | 40,943 | $2.97M | 0.01% | +40,943 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,406 | $3.00M | 0.06% | +2,180+5.6% | Added |
| FDx Advisors, Inc. | 41,532 | $3.01M | 0.08% | −3,625−8.0% | Reduced |
| Level Four Advisory Services, LLC | 41,522 | $3.01M | 0.23% | +13,706+49.3% | Added |
| GWM Advisors LLC | 41,566 | $3.01M | 0.05% | +29,931+257.2% | Added |
| CIBC Asset Management Inc | 41,869 | $3.03M | 0.01% | +2,135+5.4% | Added |
| Balyasny Asset Management LLC | 42,422 | $3.07M | 0.01% | +42,422 | New |
| Canada Pension Plan Investment Board | 42,775 | $3.10M | 0.00% | −423,938−90.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 42,837 | $3.10M | 0.92% | +27+0.1% | Added |
| Fluent Financial, LLC | 42,886 | $3.11M | 1.27% | −1,130−2.6% | Reduced |
| Chatham Capital Group, Inc. | 43,143 | $3.13M | 0.56% | −6,004−12.2% | Reduced |
| Stratos Wealth Advisors, LLC | 43,460 | $3.15M | 0.23% | −1,919−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 43,489 | $3.15M | 0.01% | +4,386+11.2% | Added |
| Credit Agricole S A | 43,607 | $3.16M | 0.11% | +28,779+194.1% | Added |
| Telos Capital Management, Inc. | 43,890 | $3.18M | 0.40% | −2,028−4.4% | Reduced |
| Wolverine Trading, LLC | 44,059 | $3.19M | 0.04% | +44,059 | New |
| Advisory Services Network, LLC | 44,119 | $3.20M | 0.09% | −647−1.4% | Reduced |
| Alpha Omega Wealth Management LLC | 37,006 | $3.21M | 0.49% | −10,194−21.6% | Reduced |
| First National Bank of Omaha | 44,323 | $3.21M | 0.15% | +9,761+28.2% | Added |
| Hartford Investment Management Co | 44,495 | $3.22M | 0.07% | −3,132−6.6% | Reduced |
| HM Payson & Co | 44,511 | $3.23M | 0.07% | +4,807+12.1% | Added |
| Sequoia Financial Advisors, LLC | 45,047 | $3.26M | 0.09% | +45,047 | New |
| Mirador Capital Partners LP | 45,298 | $3.28M | 0.69% | +1,893+4.4% | Added |
| Brown Advisory Inc | 46,387 | $3.36M | 0.00% | +884+1.9% | Added |
| Simmons Bank | 46,497 | $3.37M | 0.24% | −2,706−5.5% | Reduced |
| Veritable, L.P. | 46,816 | $3.39M | 0.05% | −1,315−2.7% | Reduced |
| Beacon Financial Group | 45,043 | $3.41M | 0.44% | −761−1.7% | Reduced |
| Pinz Capital Management, LP | 47,500 | $3.44M | 1.33% | +47,500 | New |
| Point72 Hong Kong Ltd | 47,526 | $3.44M | 0.29% | +30,398+177.5% | Added |
| Rodgers Brothers Inc. | 48,003 | $3.48M | 0.62% | +1,025+2.2% | Added |
| Avantax Advisory Services, Inc. | 48,487 | $3.51M | 0.05% | −2,681−5.2% | Reduced |
| MUFG Americas Holdings Corp | 48,951 | $3.55M | 0.07% | +1,629+3.4% | Added |
| Nissay Asset Management Corp | 49,119 | $3.56M | 0.03% | +1,534+3.2% | Added |
| Huntington National Bank | 49,265 | $3.57M | 0.03% | −1,656−3.3% | Reduced |
| RBF Capital, LLC | 50,000 | $3.62M | 0.23% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 50,079 | $3.63M | 0.05% | −1,433−2.8% | Reduced |
| Tweedy, Browne Co LLC | 50,228 | $3.64M | 0.12% | −10,671−17.5% | Reduced |
| Rothschild Investment Corp | 50,508 | $3.66M | 0.28% | +2,660+5.6% | Added |
| Ancora Advisors, LLC | 50,519 | $3.66M | 0.09% | +1,141+2.3% | Added |
| Umb Bank N A | 51,230 | $3.71M | 0.05% | +13,788+36.8% | Added |
| United Capital Financial Advisers, LLC | 51,311 | $3.72M | 0.02% | −306−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 51,588 | $3.74M | 0.13% | +23,249+82.0% | Added |
| Wealthfront Advisers LLC | 52,043 | $3.77M | 0.02% | +9,849+23.3% | Added |
| Meyer Handelman Co | 52,080 | $3.77M | 0.14% | −1,000−1.9% | Reduced |
| Hendley & Co Inc | 52,170 | $3.78M | 1.23% | −30,957−37.2% | Reduced |
| Cary Street Partners Asset Management LLC | 52,188 | $3.78M | 0.81% | −4,925−8.6% | Reduced |
| Marco Investment Management LLC | 52,956 | $3.84M | 0.38% | +13,372+33.8% | Added |
| United Services Automobile Association | 53,051 | $3.84M | 0.06% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 53,163 | $3.85M | 1.06% | +2,291+4.5% | Added |
| Nkcfo LLC | 53,200 | $3.85M | 1.24% | 00.0% | Unchanged |
| Jump Financial, LLC | 53,643 | $3.89M | 0.24% | +53,643 | New |
| Federated Hermes, Inc. | 54,040 | $3.92M | 0.01% | −32,557−37.6% | Reduced |
| Commerce Bank | 54,959 | $3.98M | 0.03% | −50−0.1% | Reduced |
| Icon Advisers Inc | 55,000 | $3.98M | 0.64% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 56,209 | $4.07M | 0.07% | −754−1.3% | Reduced |
| Buckingham Capital Management, Inc. | 56,542 | $4.10M | 0.63% | +140.0% | Added |
| Visionary Wealth Advisors | 57,085 | $4.14M | 0.34% | +2,837+5.2% | Added |
| ING Groep NV | 57,189 | $4.14M | 0.04% | +20,418+55.5% | Added |
| Mutual of America Capital Management LLC | 57,856 | $4.19M | 0.04% | +390+0.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 58,075 | $4.21M | 0.75% | −5,905−9.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 58,158 | $4.21M | 0.19% | +31,277+116.4% | Added |
| Fifth Third Bancorp | 58,883 | $4.27M | 0.02% | −114−0.2% | Reduced |
| Alley Co LLC | 59,382 | $4.30M | 0.68% | +1,927+3.4% | Added |
| Pacific Heights Asset Management LLC | 60,000 | $4.35M | 0.37% | +10,000+20.0% | Added |
| Country Club Trust Company, n.a. | 60,042 | $4.35M | 0.34% | +1,055+1.8% | Added |
| Texas Permanent School Fund | 60,436 | $4.38M | 0.05% | −7,227−10.7% | Reduced |
| Illinois Municipal Retirement Fund | 61,144 | $4.43M | 0.12% | +11,096+22.2% | Added |
| PGGM Investments | 61,264 | $4.44M | 0.02% | +61,264 | New |
| Captrust Financial Advisors | 61,570 | $4.46M | 0.03% | −203−0.3% | Reduced |
| FourThought Financial, LLC | 62,076 | $4.50M | 0.57% | −47−0.1% | Reduced |