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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 220 | $16.0K | 0.01% | −2,933−93.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 223 | $16.0K | 0.00% | −2,400−91.5% | Reduced |
| TSFG, LLC | 225 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 220 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 219 | $16.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 217 | $16.0K | 0.00% | +1+0.5% | Added |
| TFC Financial Management | 215 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 225 | $16.0K | 0.02% | +225 | New |
| Riverview Trust Co | 232 | $17.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 239 | $17.0K | 0.01% | +239 | New |
| TAP Consulting, LLC | 237 | $17.0K | 0.00% | +237 | New |
| Morton Brown Family Wealth, LLC | 238 | $17.0K | 0.01% | +238 | New |
| NuWave Investment Management, LLC | 249 | $18.0K | 0.02% | −9,459−97.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 250 | $18.0K | 0.00% | −266−51.6% | Reduced |
| Mascoma Wealth Management LLC | 250 | $18.0K | 0.01% | −25−9.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 254 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 250 | $18.0K | 0.00% | +100+66.7% | Added |
| Western Pacific Wealth Management, LP | 250 | $18.0K | 0.01% | +250 | New |
| Richwood Investment Advisors, LLC | 250 | $18.0K | 0.02% | +250 | New |
| Kings Point Capital Management | 261 | $19.0K | 0.00% | +2+0.8% | Added |
| McCarthy Asset Management, Inc. | 274 | $20.0K | 0.01% | +2+0.7% | Added |
| Total Clarity Wealth Management, Inc. | 279 | $20.0K | 0.01% | +25+9.8% | Added |
| Covestor Ltd | 279 | $20.0K | 0.03% | +279 | New |
| CNB Bank | 303 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $22.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 318 | $23.0K | 0.00% | −270−45.9% | Reduced |
| Private Ocean, LLC | 315 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 316 | $23.0K | 0.01% | +316 | New |
| Ahl Investment Management, Inc. | 332 | $24.0K | 0.02% | +332 | New |
| Klaas Financial Asset Advisors, LLC | 388 | $28.0K | 0.01% | +5+1.3% | Added |
| Evolution Advisers, Inc. | 393 | $28.0K | 0.02% | +393 | New |
| Schubert & Co | 406 | $29.0K | 0.03% | +406 | New |
| Mark Sheptoff Financial Planning, LLC | 420 | $30.0K | 0.01% | +10+2.4% | Added |
| Harvest Fund Management Co., Ltd | 415 | $30.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 419 | $30.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 424 | $31.0K | 0.04% | 00.0% | Unchanged |
| Curi Capital | 428 | $31.0K | 0.01% | +428 | New |
| Trustcore Financial Services, LLC | 436 | $32.0K | 0.00% | −586−57.3% | Reduced |
| Parkside Financial Bank & Trust | 440 | $32.0K | 0.01% | +11+2.6% | Added |
| DB Wealth Management Group, LLC | 435 | $32.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $33.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 460 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 454 | $33.0K | 0.01% | +3+0.7% | Added |
| PrairieView Partners, LLC | 458 | $33.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 450 | $33.0K | 0.01% | +450 | New |
| Norwood Financial Corp | 460 | $33.0K | 0.05% | +460 | New |
| Pin Oak Investment Advisors Inc | 469 | $34.0K | 0.03% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 470 | $34.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 479 | $34.7K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 495 | $36.0K | 0.01% | −49−9.0% | Reduced |
| Tower View Investment Management & Research LLC | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 495 | $36.0K | 0.00% | +50+11.2% | Added |
| Old North State Trust, LLC | 495 | $36.0K | 0.03% | +59+13.5% | Added |
| MV Capital Management, Inc. | 499 | $36.0K | 0.01% | +73+17.1% | Added |
| AGF Investments LLC | 492 | $36.0K | 0.00% | +78+18.8% | Added |
| SRS Capital Advisors, Inc. | 505 | $37.0K | 0.00% | +290+134.9% | Added |
| Tyler-Stone Wealth Management | 504 | $37.0K | 0.02% | +504 | New |
| Baystate Wealth Management LLC | 524 | $38.0K | 0.00% | +6+1.2% | Added |
| Larson Financial Group LLC | 530 | $38.0K | 0.01% | +135+34.2% | Added |
| CVA Family Office, LLC | 518 | $38.0K | 0.01% | +415+402.9% | Added |
| Sierra Capital LLC | 518 | $38.0K | 0.01% | +518 | New |
| Brown, Lisle/Cummings, Inc. | 528 | $38.3K | 0.02% | +528 | New |
| Clean Yield Group | 535 | $39.0K | 0.01% | −81−13.1% | Reduced |
| Future Financial Wealth Managment LLC | 512 | $39.0K | 0.03% | +512 | New |
| Glassman Wealth Services | 553 | $40.0K | 0.01% | +18+3.4% | Added |
| Capital Advisors, Ltd. LLC | 571 | $41.0K | 0.01% | −23−3.9% | Reduced |
| First Command Bank | 600 | $42.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 586 | $42.0K | 0.01% | +6+1.0% | Added |
| Creative Financial Designs Inc | 585 | $42.0K | 0.01% | +151+34.8% | Added |
| First Command Financial Services, Inc. | 598 | $43.0K | 0.01% | −2−0.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 611 | $44.0K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 604 | $44.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 623 | $45.0K | 0.01% | +74+13.5% | Added |
| Heritage Wealth Advisors | 628 | $46.0K | 0.00% | −189−23.1% | Reduced |
| Miller Wealth Advisors, LLC | 641 | $46.0K | 0.03% | +641 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 648 | $47.0K | 0.02% | +648 | New |
| Avion Wealth | 661 | $48.0K | 0.01% | −243−26.9% | Reduced |
| AIA Group Ltd | 656 | $48.0K | 0.00% | +656 | New |
| Toth Financial Advisory Corp | 682 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 673 | $49.0K | 0.02% | +9+1.4% | Added |
| Endurance Wealth Management, Inc. | 680 | $49.0K | 0.01% | +90+15.3% | Added |
| Valley National Advisers Inc | 690 | $50.0K | 0.01% | −156−18.4% | Reduced |
| Highlander Capital Management, LLC | 691 | $50.0K | 0.02% | +500+261.8% | Added |
| Vigilant Capital Management, LLC | 700 | $51.0K | 0.00% | −42−5.7% | Reduced |
| Evoke Wealth, LLC | 709 | $51.0K | 0.00% | +1+0.1% | Added |
| Addison Advisors LLC | 707 | $51.0K | 0.03% | +5+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 717 | $52.0K | 0.01% | +138+23.8% | Added |
| Amplius Wealth Advisors, LLC | 727 | $52.0K | 0.01% | +727 | New |
| Oakworth Capital, Inc. | 726 | $53.0K | 0.00% | +300+70.4% | Added |
| Elmwood Wealth Management, Inc. | 750 | $54.0K | 0.03% | +750 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 642 | $54.0K | 0.03% | +642 | New |
| Ellis Investment Partners, LLC | 768 | $55.0K | 0.01% | +391+103.7% | Added |
| Versant Capital Management, Inc | 772 | $56.0K | 0.02% | −23−2.9% | Reduced |
| Pacifica Partners Inc. | 676 | $56.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 781 | $57.0K | 0.01% | +238+43.8% | Added |
| Missouri Trust & Investment Co | 793 | $57.0K | 0.03% | +793 | New |
| Shell Asset Management Co | 807 | $58.0K | 0.00% | −13,377−94.3% | Reduced |
| Stonebridge Capital Advisors LLC | 817 | $59.0K | 0.01% | +33+4.2% | Added |
| Optimum Investment Advisors | 838 | $61.0K | 0.02% | −400−32.3% | Reduced |