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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 862 | $62.0K | 0.00% | −2,500−74.4% | Reduced |
| City State Bank | 866 | $63.0K | 0.04% | +866 | New |
| Hudock, Inc. | 908 | $65.0K | 0.02% | −118−11.5% | Reduced |
| Evermay Wealth Management LLC | 900 | $65.0K | 0.01% | −50−5.3% | Reduced |
| Concord Wealth Partners | 902 | $65.0K | 0.02% | +341+60.8% | Added |
| McIlrath & Eck, LLC | 920 | $67.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 944 | $68.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 933 | $68.0K | 0.02% | +933 | New |
| Hoey Investments, Inc | 950 | $69.0K | 0.02% | +750+375.0% | Added |
| Clearview Wealth Advisors LLC | 962 | $70.0K | 0.04% | −932−49.2% | Reduced |
| Global Trust Asset Management, LLC | 964 | $70.0K | 0.03% | −485−33.5% | Reduced |
| State of Wyoming | 966 | $70.0K | 0.03% | +966 | New |
| Exchange Traded Concepts, LLC | 980 | $71.0K | 0.00% | −556−36.2% | Reduced |
| Global Financial Private Client, LLC | 987 | $71.5K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 993 | $72.0K | 0.06% | −47−4.5% | Reduced |
| BDO Wealth Advisors, LLC | 999 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 989 | $72.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $72.0K | 0.01% | +1,000 | New |
| KRS Capital Management, LLC | 994 | $72.0K | 0.06% | +994 | New |
| Tevis Investment Management | 1,000 | $72.0K | 0.06% | +1,000 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $74.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,035 | $75.0K | 0.01% | +50+5.1% | Added |
| FAI Wealth Management | 1,055 | $76.0K | 0.06% | +1,000+1,818.2% | Added |
| Steward Financial Group LLC | 1,127 | $81.0K | 0.07% | +1,127 | New |
| Hantz Financial Services, Inc. | 1,138 | $82.0K | 0.00% | −90−7.3% | Reduced |
| RWM Asset Management, LLC | 1,130 | $82.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,139 | $83.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,150 | $83.0K | 0.04% | +1,150 | New |
| Newbridge Financial Services Group, Inc. | 1,164 | $84.0K | 0.04% | +444+61.7% | Added |
| JJJ Advisors Inc. | 1,207 | $87.0K | 0.03% | +5+0.4% | Added |
| Enterprise Trust & Investment Co | 1,200 | $87.0K | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,220 | $88.0K | 0.00% | +1,220 | New |
| First Horizon Advisors, Inc. | 1,217 | $89.0K | 0.00% | −1,345−52.5% | Reduced |
| Bedel Financial Consulting, Inc. | 1,231 | $89.0K | 0.03% | −28−2.2% | Reduced |
| Bellwether Advisors, LLC | 1,248 | $90.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,275 | $92.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,286 | $93.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,287 | $93.0K | 0.02% | +1,287 | New |
| TD Capital Management LLC | 1,290 | $94.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,294 | $94.0K | 0.02% | +1,000+340.1% | Added |
| Sittner & Nelson, LLC | 1,310 | $95.0K | 0.06% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,150 | $95.0K | 0.08% | +1,150 | New |
| Sterling Investment Advisors, Ltd. | 1,328 | $96.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,343 | $97.0K | 0.01% | +56+4.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $98.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,399 | $102.0K | 0.01% | +18+1.3% | Added |
| Carolinas Wealth Consulting LLC | 1,446 | $105.0K | 0.02% | +3+0.2% | Added |
| Castleview Partners, LLC | 7,608 | $105.0K | 0.00% | +7,608 | New |
| Smithfield Trust Co | 1,472 | $107.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,489 | $108.0K | 0.05% | +42+2.9% | Added |
| Edge Wealth Management LLC | 1,500 | $109.0K | 0.02% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,546 | $112.0K | 0.09% | +1,546 | New |
| Johnson Financial Group, Inc. | 1,592 | $115.0K | 0.01% | −228−12.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,585 | $115.0K | 0.00% | +1,585 | New |
| HHM Wealth Advisors, LLC | 1,605 | $116.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $121.0K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,715 | $124.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,760 | $128.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,776 | $129.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,787 | $129.0K | 0.02% | +251+16.3% | Added |
| Harbour Investments, Inc. | 1,865 | $135.0K | 0.01% | −5,260−73.8% | Reduced |
| Laurel Wealth Advisors LLC | 1,921 | $139.0K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,921 | $139.0K | 0.07% | +1,921 | New |
| Jones Financial Companies LLLP | 1,949 | $141.0K | 0.00% | −37−1.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,950 | $141.3K | 0.05% | −14−0.7% | Reduced |
| Brown Brothers Harriman & Co | 1,956 | $142.0K | 0.00% | −3−0.2% | Reduced |
| Gradient Investments LLC | 1,981 | $144.0K | 0.00% | +16+0.8% | Added |
| Pinnacle Bancorp, Inc. | 1,996 | $145.0K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,004 | $145.0K | 0.05% | +500+33.2% | Added |
| Dividend Assets Capital, LLC | 2,178 | $158.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,275 | $165.0K | 0.03% | −46−2.0% | Reduced |
| Anchor Investment Management, LLC | 2,328 | $168.7K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,340 | $170.0K | 0.03% | −200−7.9% | Reduced |
| Montag A & Associates Inc | 2,343 | $170.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,356 | $171.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 2,381 | $172.0K | 0.04% | +185+8.4% | Added |
| Barrett Asset Management, LLC | 2,392 | $173.0K | 0.01% | −1,385−36.7% | Reduced |
| Bray Capital Advisors | 2,412 | $175.0K | 0.04% | +22+0.9% | Added |
| Motco | 2,441 | $177.0K | 0.01% | −58,038−96.0% | Reduced |
| Albion Financial Group | 2,466 | $179.0K | 0.01% | +2,400+3,636.4% | Added |
| Acima Private Wealth, LLC | 2,500 | $181.0K | 0.08% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,579 | $187.0K | 0.01% | +2,579 | New |
| Cornerstone Advisory, LLC | 2,623 | $190.0K | 0.03% | +2,623 | New |
| Gables Capital Management Inc. | 2,652 | $192.0K | 0.11% | −100−3.6% | Reduced |
| Monetary Management Group Inc | 2,677 | $194.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 2,755 | $200.0K | 0.00% | −410−13.0% | Reduced |
| Atlas Capital Advisors LLC | 2,768 | $200.6K | 0.03% | +1,855+203.2% | Added |
| Capital Investment Advisory Services, LLC | 2,773 | $201.0K | 0.02% | +2,773 | New |
| Aries Wealth Management | 2,773 | $201.0K | 0.08% | +2,773 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,784 | $202.0K | 0.01% | −232−7.7% | Reduced |
| HCR Wealth Advisors | 2,792 | $202.0K | 0.03% | −78−2.7% | Reduced |
| Plancorp, LLC | 2,791 | $202.0K | 0.01% | +2,791 | New |
| Roundview Capital LLC | 2,805 | $203.0K | 0.02% | +2,805 | New |
| Rossmore Private Capital | 2,801 | $203.0K | 0.03% | +2,801 | New |
| TrinityPoint Wealth, LLC | 2,812 | $204.0K | 0.04% | −598−17.5% | Reduced |
| Cadinha & Co LLC | 2,815 | $204.0K | 0.03% | +2,815 | New |
| Financial Advocates Investment Management | 2,810 | $204.0K | 0.01% | +2,810 | New |
| Saxon Interests, Inc. | 2,363 | $204.0K | 0.12% | +2,363 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,829 | $205.0K | 0.05% | −1,752−38.2% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,863 | $207.0K | 0.15% | +2,863 | New |