Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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

Value heldQ4 2021: $22.2B

Institutions holding PSX and their total value by quarter
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.

Institutions holding PSX in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Delta Investment Management, LLC	0	$0	0.00%	−3,750−100.0%	Sold out
International Assets Investment Management, LLC	0	$0	0.00%	−6,638−100.0%	Sold out
Triumph Capital Management	0	$0	0.00%	−3,641−100.0%	Sold out
Chemung Canal Trust Co	0	$0	0.00%	−3,629−100.0%	Sold out
RMB Capital Management, LLC	0	$0	0.00%	−3,492−100.0%	Sold out
Mirabella Financial Services LLP	0	$0	0.00%	−3,194−100.0%	Sold out
Bank of New Hampshire	0	$0	0.00%	−2,562−100.0%	Sold out
1832 Asset Management L.P.	0	$0	0.00%	−3,105−100.0%	Sold out
Wade G W & Inc	0	$0	0.00%	−3,126−100.0%	Sold out
Liberty Wealth Management LLC	0	$0	0.00%	−3,008−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−3,030−100.0%	Sold out
Brown Advisory Securities, LLC	0	$0	0.00%	−2,982−100.0%	Sold out
Kore Private Wealth LLC	0	$0	0.00%	−2,995−100.0%	Sold out
Integrated Wealth Concepts LLC	0	$0	0.00%	−2,981−100.0%	Sold out
Park National Corp	0	$0	0.00%	−2,957−100.0%	Sold out
Ssi Investment Management LLC	0	$0	0.00%	−2,941−100.0%	Sold out
Canvas Wealth Advisors, LLC	0	$0	0.00%	−2,860−100.0%	Sold out
Cahill Financial Advisors Inc	0	$0	0.00%	−1,383−100.0%	Sold out
Sterling Financial Planning, Inc.	0	$0	0.00%	−1,093−100.0%	Sold out
CX Institutional	0	$0	0.00%	−805−100.0%	Sold out
Herold Advisors, Inc.	0	$0	0.00%	−800−100.0%	Sold out
Cypress Point Wealth Management, LLC	0	$0	0.00%	−722−100.0%	Sold out
Better Money Decisions, LLC	0	$0	0.00%	−623−100.0%	Sold out
D'Orazio & Associates, Inc.	0	$0	0.00%	−488−100.0%	Sold out
Achmea Investment Management B.V.	0	$0	0.00%	−465−100.0%	Sold out
Meridian Wealth Partners, LLC	0	$0	0.00%	−417−100.0%	Sold out
Firestone Capital Management	0	$0	0.00%	−318−100.0%	Sold out
Capital Directions Investment Advisors, LLC	0	$0	0.00%	−330−100.0%	Sold out
Barnett & Company, Inc.	0	$0	0.00%	−300−100.0%	Sold out
Stonebridge Financial Planning Group, LLC	0	$0	0.00%	−175−100.0%	Sold out
Consolidated Planning Corp	0	$0	0.00%	−185−100.0%	Sold out
Global Retirement Partners, LLC	0	$0	0.00%	−167−100.0%	Sold out
Lazard Asset Management LLC	0	$0	0.00%	−152−100.0%	Sold out
Perkins Coie Trust Co	0	$0	0.00%	−100−100.0%	Sold out
Resolute Partners Group	0	$0	0.00%	−79−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−90−100.0%	Sold out
Ironwood Financial, llc	0	$0	0.00%	−63−100.0%	Sold out
Atlas Private Wealth Advisors	0	$0	0.00%	−36−100.0%	Sold out
Kowal Investment Group, LLC	0	$0	0.00%	−23−100.0%	Sold out
Solstein Capital, LLC	0	$0	0.00%	−15−100.0%	Sold out
Carderock Capital Management Inc	0	$0	0.00%	−1−100.0%	Sold out
First Command Advisory Services, Inc.	0	$0	0.00%	−45−100.0%	Sold out
Cordant, Inc.	0	$0	0.00%	−4−100.0%	Sold out
World Asset Management Inc	–	–	–	–	Not filed
Marshall Wace North America L.P.	–	–	–	–	Not filed
Wealth Advisory Solutions, LLC	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. Holding AG	–	–	–	–	Not filed
Fma Advisory Inc	–	–	–	–	Not filed
Sonora Investment Management, LLC	–	–	–	–	Not filed
Arvest Bank Trust Division	–	–	–	–	Not filed
Optimal Asset Management, Inc.	–	–	–	–	Not filed
First Mercantile Trust Co	–	–	–	–	Not filed
Landsberg, Bennett, & Dubbaneh LLC	–	–	–	–	Not filed
Homrich & Berg	–	–	–	–	Not filed
Eudaimonia Partners, LLC	–	–	–	–	Not filed
Granite Investment Advisors, LLC	–	–	–	–	Not filed
Old Dominion Capital Management Inc	–	–	–	–	Not filed
HighPoint Advisor Group LLC	–	–	–	–	Not filed
Harbor Financial Services, LLC	–	–	–	–	Not filed
Mid Atlantic Financial Management Inc	–	–	–	–	Not filed
Mercer Capital Advisers, Inc.	–	–	–	–	Not filed
Security National Trust Co	–	–	–	–	Not filed
Berman Capital Advisors, LLC	–	–	–	–	Not filed
Green Harvest Asset Management LLC	–	–	–	–	Not filed
Wealth Quarterback LLC	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
BBVA USA	–	–	–	–	Not filed
Filbrandt Wealth Management, LLC	–	–	–	–	Not filed
Heritage Wealth Management, LLC	–	–	–	–	Not filed