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 |
|---|---|---|---|---|---|
| Montgomery Investment Management Inc | 62,352 | $4.52M | 1.52% | −150−0.2% | Reduced |
| Congress Wealth Management LLC | 62,694 | $4.54M | 0.09% | +62,694 | New |
| D.A. Davidson & Co. | 63,188 | $4.58M | 0.05% | −2,213−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 63,535 | $4.60M | 0.07% | −2,079−3.2% | Reduced |
| Royal Fund Management, LLC | 63,764 | $4.62M | 0.66% | +14,619+29.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,944 | $4.63M | 0.05% | +111+0.2% | Added |
| Annex Advisory Services, LLC | 63,970 | $4.63M | 0.32% | +40,455+172.0% | Added |
| Kornitzer Capital Management Inc | 64,107 | $4.64M | 0.07% | −2,151−3.2% | Reduced |
| Disciplined Investments, LLC | 64,857 | $4.70M | 2.09% | 00.0% | Unchanged |
| Viking Fund Management LLC | 65,000 | $4.71M | 1.24% | +5,000+8.3% | Added |
| Mackay Shields LLC | 65,542 | $4.75M | 0.04% | −1,518−2.3% | Reduced |
| Spirit of America Management Corp | 66,332 | $4.81M | 0.97% | −22,500−25.3% | Reduced |
| Foundation Resource Management Inc | 66,967 | $4.85M | 0.94% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 68,421 | $4.96M | 0.65% | −750−1.1% | Reduced |
| D L Carlson Investment Group Inc | 69,314 | $5.02M | 0.80% | +17,790+34.5% | Added |
| Sompo Asset Management Co., Ltd. | 70,325 | $5.09M | 1.01% | +7,270+11.5% | Added |
| Wintrust Investments LLC | 70,635 | $5.12M | 0.49% | +9,463+15.5% | Added |
| Dynamic Technology Lab Private Ltd | 71,001 | $5.14M | 0.57% | +54,074+319.5% | Added |
| Adams Asset Advisors, LLC | 71,195 | $5.16M | 0.94% | +43+0.1% | Added |
| Bridge Creek Capital Management LLC | 26,137 | $5.24M | 1.80% | −647−2.4% | Reduced |
| State of Tennessee, Treasury Department | 72,865 | $5.28M | 0.02% | −1,119−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 72,984 | $5.29M | 0.55% | +72,984 | New |
| Public Sector Pension Investment Board | 73,115 | $5.30M | 0.03% | −830−1.1% | Reduced |
| Opus Investment Management Inc | 73,689 | $5.34M | 0.76% | +40,200+120.0% | Added |
| Gulf International Bank (UK) Ltd | 74,088 | $5.37M | 0.08% | −14,583−16.4% | Reduced |
| Jane Street Group, LLC | 74,850 | $5.42M | 0.01% | +57,494+331.3% | Added |
| Kestra Advisory Services, LLC | 75,688 | $5.48M | 0.06% | +27,149+55.9% | Added |
| Walleye Capital LLC | 76,479 | $5.54M | 0.18% | +76,479 | New |
| KBC Group NV | 76,606 | $5.55M | 0.02% | −35,250−31.5% | Reduced |
| British Columbia Investment Management Corp | 77,051 | $5.58M | 0.03% | −3,819−4.7% | Reduced |
| Bryn Mawr Trust Co | 77,341 | $5.60M | 0.20% | +1,852+2.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 77,500 | $5.62M | 0.07% | +41,000+112.3% | Added |
| Pacer Advisors, Inc. | 78,854 | $5.71M | 0.06% | +50,682+179.9% | Added |
| Geneos Wealth Management Inc. | 78,913 | $5.72M | 0.22% | −12,101−13.3% | Reduced |
| Utah Retirement Systems | 79,367 | $5.75M | 0.07% | +200+0.3% | Added |
| Great Lakes Advisors, LLC | 79,915 | $5.79M | 0.09% | +5,388+7.2% | Added |
| Gyroscope Capital Management Group, LLC | 81,526 | $5.91M | 2.11% | +81,526 | New |
| Robeco Institutional Asset Management B.V. | 82,227 | $5.96M | 0.01% | +19,596+31.3% | Added |
| Morgan Dempsey Capital Management LLC | 82,442 | $5.97M | 1.86% | +34,358+71.5% | Added |
| Greenwood Capital Associates LLC | 84,590 | $6.13M | 0.87% | +454+0.5% | Added |
| Aristotle Atlantic Partners, LLC | 84,765 | $6.14M | 0.36% | +16,942+25.0% | Added |
| Ninety One UK Ltd | 87,478 | $6.34M | 0.02% | +2,252+2.6% | Added |
| Calamos Advisors LLC | 87,604 | $6.35M | 0.03% | +3,391+4.0% | Added |
| Janus Henderson Group PLC | 88,593 | $6.42M | 0.00% | −15,125−14.6% | Reduced |
| Raymond James Trust N.A. | 89,392 | $6.48M | 0.19% | −731−0.8% | Reduced |
| Bollard Group LLC | 89,388 | $6.48M | 0.21% | +1,052+1.2% | Added |
| Two Sigma Advisers, LP | 91,099 | $6.60M | 0.02% | +64,300+239.9% | Added |
| Atlantic Union Bankshares Corp | 92,484 | $6.70M | 0.57% | +24,064+35.2% | Added |
| Yousif Capital Management, LLC | 92,512 | $6.70M | 0.07% | +92,512 | New |
| Creative Planning | 93,478 | $6.77M | 0.01% | −1,141−1.2% | Reduced |
| Richard C. Young & CO., LTD. | 93,864 | $6.80M | 0.86% | +3,560+3.9% | Added |
| Heritage Investors Management Corp | 95,565 | $6.92M | 0.27% | +1,571+1.7% | Added |
| First Republic Investment Management, Inc. | 95,776 | $6.94M | 0.01% | −5,978−5.9% | Reduced |
| Skba Capital Management LLC | 95,960 | $6.95M | 1.31% | +300+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 96,048 | $6.96M | 0.01% | +96,048 | New |
| Mattern Capital Management, LLC | 96,433 | $6.99M | 1.22% | +351+0.4% | Added |
| MetLife Investment Management | 96,809 | $7.01M | 0.06% | −2,115−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 100,411 | $7.28M | 0.04% | +5,560+5.9% | Added |
| Adams Natural Resources Fund, Inc. | 100,575 | $7.29M | 1.56% | −12,200−10.8% | Reduced |
| Comerica Bank | 85,291 | $7.33M | 0.05% | −4,033−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 101,287 | $7.34M | 0.03% | +11,334+12.6% | Added |
| Trexquant Investment LP | 101,497 | $7.35M | 0.45% | +53,354+110.8% | Added |
| Stockman Wealth Management, Inc. | 103,627 | $7.51M | 1.53% | +3,755+3.8% | Added |
| CCM Investment Advisers LLC | 104,698 | $7.59M | 0.92% | −7,458−6.6% | Reduced |
| Wesbanco Bank Inc | 105,688 | $7.66M | 0.28% | +1,020+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 108,319 | $7.85M | 0.04% | +246+0.2% | Added |
| Wallington Asset Management, LLC | 109,335 | $7.92M | 1.21% | +210+0.2% | Added |
| State of Michigan Retirement System | 110,302 | $7.99M | 0.04% | +300+0.3% | Added |
| Mercer Global Advisors Inc | 110,315 | $7.99M | 0.05% | +1,689+1.6% | Added |
| Voloridge Investment Management, LLC | 111,192 | $8.06M | 0.04% | −258,723−69.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 111,450 | $8.07M | 0.27% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 111,412 | $8.07M | 0.01% | +35,375+46.5% | Added |
| RPG Investment Advisory, LLC | 111,886 | $8.11M | 1.26% | −4,955−4.2% | Reduced |
| Teacher Retirement System of Texas | 112,229 | $8.13M | 0.04% | +14,554+14.9% | Added |
| DekaBank Deutsche Girozentrale | 112,161 | $8.16M | 0.02% | +8,553+8.3% | Added |
| Lawson Kroeker Investment Management Inc | 113,379 | $8.21M | 2.55% | +91+0.1% | Added |
| Bridgecreek Investment Management, LLC | 114,115 | $8.27M | 1.13% | +2,655+2.4% | Added |
| Amalgamated Bank | 117,756 | $8.53M | 0.06% | −1,733−1.5% | Reduced |
| Advisors Asset Management, Inc. | 118,478 | $8.58M | 0.12% | +10,124+9.3% | Added |
| Osborne Partners Capital Management, LLC | 118,959 | $8.62M | 0.63% | +3,028+2.6% | Added |
| Arizona State Retirement System | 119,957 | $8.69M | 0.07% | −2,147−1.8% | Reduced |
| American Century Companies Inc | 119,959 | $8.69M | 0.01% | +102,108+572.0% | Added |
| Hi-Line Capital Management, LLC | 123,042 | $8.92M | 3.29% | +38,804+46.1% | Added |
| USS Investment Management Ltd | 126,095 | $9.14M | 0.07% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 127,800 | $9.26M | 1.00% | +12,500+10.8% | Added |
| American International Group, Inc. | 129,444 | $9.38M | 0.05% | −1,352−1.0% | Reduced |
| Aviva PLC | 136,808 | $9.91M | 0.04% | +2,962+2.2% | Added |
| Guggenheim Capital LLC | 137,195 | $9.94M | 0.05% | +4,567+3.4% | Added |
| Gratus Capital LLC | 137,586 | $9.97M | 0.93% | +6,159+4.7% | Added |
| Baird Financial Group, Inc. | 137,838 | $9.99M | 0.02% | +11,700+9.3% | Added |
| Vontobel Holding Ltd. | 139,028 | $10.1M | 0.08% | +1,545+1.1% | Added |
| MML Investors Services, LLC | 139,242 | $10.1M | 0.07% | +8,596+6.6% | Added |
| Tudor Investment Corp Et Al | 142,226 | $10.3M | 0.20% | −36,549−20.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 142,306 | $10.3M | 0.05% | +71,807+101.9% | Added |
| Mn Services Vermogensbeheer B.V. | 144,629 | $10.5M | 0.06% | +4,000+2.8% | Added |
| Retirement Systems of Alabama | 145,187 | $10.5M | 0.04% | −5,223−3.5% | Reduced |
| Royal London Asset Management Ltd | 146,655 | $10.6M | 0.04% | −12,566−7.9% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $10.7M | 1.17% | +147,638 | New |
| Schwerin Boyle Capital Management Inc | 148,963 | $10.8M | 0.88% | −1,050−0.7% | Reduced |
| TD Asset Management Inc | 150,005 | $10.9M | 0.01% | −69,287−31.6% | Reduced |