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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 2,865 | $208.0K | 0.00% | −713−19.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,866 | $208.0K | 0.12% | −596−17.2% | Reduced |
| Port Capital LLC | 2,871 | $208.0K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,868 | $208.0K | 0.11% | +2,868 | New |
| DuPont Capital Management Corp | 2,882 | $209.0K | 0.01% | −2,580−47.2% | Reduced |
| First Citizens Bank & Trust Co | 2,883 | $209.0K | 0.01% | −1,514−34.4% | Reduced |
| Lindbrook Capital, LLC | 2,888 | $209.0K | 0.03% | +218+8.2% | Added |
| Quadrant Capital Group LLC | 2,882 | $209.0K | 0.02% | +455+18.7% | Added |
| Flagship Harbor Advisors, LLC | 2,903 | $210.0K | 0.02% | +2,903 | New |
| LGT Group Foundation | 2,900 | $210.0K | 0.01% | +2,900 | New |
| LeJeune Puetz Investment Counsel LLC | 2,910 | $211.0K | 0.07% | −300−9.3% | Reduced |
| Chilton Capital Management LLC | 2,906 | $211.0K | 0.01% | +25+0.9% | Added |
| BKD Wealth Advisors, LLC | 2,911 | $211.0K | 0.01% | +2,911 | New |
| Leonteq Securities AG | 2,916 | $211.3K | 0.01% | −18,009−86.1% | Reduced |
| Proequities, Inc. | 2,920 | $212.0K | 0.01% | −1,226−29.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,938 | $212.0K | 0.02% | −406−12.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $212.0K | 0.09% | −155−5.0% | Reduced |
| Callahan Advisors, LLC | 2,926 | $212.0K | 0.02% | −150−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 2,930 | $212.0K | 0.04% | +2,930 | New |
| M&R Capital Management Inc | 2,963 | $214.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,949 | $214.0K | 0.31% | +343+13.2% | Added |
| JT Stratford LLC | 2,956 | $214.0K | 0.06% | +2,956 | New |
| West Paces Advisors Inc. | 2,971 | $215.3K | 0.07% | −392−11.7% | Reduced |
| Capital Analysts, LLC | 3,000 | $217.0K | 0.01% | −100−3.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $217.0K | 0.16% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,993 | $217.0K | 0.06% | +10.0% | Added |
| Engine No. 1 LLC | 2,999 | $217.0K | 0.04% | +2,999 | New |
| Vestmark Advisory Solutions, Inc. | 3,010 | $218.0K | 0.01% | −897−23.0% | Reduced |
| Old Point Trust & Financial Services N A | 3,023 | $219.0K | 0.09% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,028 | $219.0K | 0.20% | +3,028 | New |
| Camelot Portfolios, LLC | 3,039 | $220.0K | 0.09% | +3,039 | New |
| EverSource Wealth Advisors, LLC | 3,033 | $220.0K | 0.06% | +3,033 | New |
| Quilter Plc | 2,928 | $221.0K | 0.01% | −1,199−29.1% | Reduced |
| Pflug Koory, LLC | 3,044 | $221.0K | 0.11% | +10.0% | Added |
| Kanawha Capital Management LLC | 3,074 | $223.0K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 3,094 | $224.0K | 0.00% | −92,912−96.8% | Reduced |
| Ahrens Investment Partners LLC | 3,098 | $224.0K | 0.10% | −4,300−58.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,088 | $224.0K | 0.13% | +3,088 | New |
| Old National Bancorp | 3,104 | $225.0K | 0.01% | +3,104 | New |
| Whalerock Point Partners, LLC | 3,119 | $226.0K | 0.08% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $227.0K | 0.14% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,142 | $228.0K | 0.01% | +14+0.4% | Added |
| Stiles Financial Services Inc | 3,144 | $228.0K | 0.11% | +3,144 | New |
| CoreFirst Bank & Trust | 3,165 | $229.0K | 0.15% | −1,271−28.7% | Reduced |
| MQS Management LLC | 3,177 | $230.0K | 0.37% | +3,177 | New |
| NewEdge Wealth, LLC | 3,176 | $230.0K | 0.01% | +3,176 | New |
| Fukoku Mutual Life Insurance Co | 3,200 | $232.0K | 0.02% | +100+3.2% | Added |
| Little House Capital LLC | 3,211 | $233.0K | 0.12% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,224 | $234.0K | 0.01% | +214+7.1% | Added |
| Cutler Group LP | 3,251 | $235.0K | 0.02% | −11,310−77.7% | Reduced |
| PDS Planning, Inc | 3,249 | $235.0K | 0.04% | +3+0.1% | Added |
| Blue Edge Capital, LLC | 3,243 | $235.0K | 0.05% | −996−23.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,255 | $236.0K | 0.02% | −483−12.9% | Reduced |
| Schrum Private Wealth Management LLC | 3,281 | $236.0K | 0.21% | +3,281 | New |
| First National Bank of South Miami | 3,276 | $237.0K | 0.14% | +38+1.2% | Added |
| Arete Wealth Advisors, LLC | 3,148 | $237.0K | 0.02% | +3,148 | New |
| Financial Advisory Service, Inc. | 3,280 | $238.0K | 0.02% | +24+0.7% | Added |
| Laffer Tengler Investments | 3,301 | $239.2K | 0.07% | +300+10.0% | Added |
| First City Capital Management, Inc. | 2,703 | $240.0K | 0.13% | +2,703 | New |
| Ameritas Advisory Services, LLC | 3,314 | $240.0K | 0.01% | +3,314 | New |
| Welch Group, LLC | 3,328 | $241.0K | 0.01% | +3,328 | New |
| Allen Investment Management LLC | 3,342 | $242.0K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,352 | $243.0K | 0.06% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,347 | $243.0K | 0.09% | +3,347 | New |
| Thrive Wealth Management, LLC | 3,358 | $243.0K | 0.08% | +3,358 | New |
| Davidson Trust Co | 3,372 | $244.0K | 0.17% | −6−0.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,391 | $245.0K | 0.02% | −170−4.8% | Reduced |
| Bluefin Capital Management, LLC | 3,400 | $246.0K | 0.02% | −400−10.5% | Reduced |
| Relative Value Partners Group, LLC | 3,395 | $246.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,404 | $247.0K | 0.14% | +3,404 | New |
| Tolleson Wealth Management, Inc. | 3,425 | $248.0K | 0.07% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $249.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,430 | $249.0K | 0.02% | +485+16.5% | Added |
| Dakota Wealth Management | 3,425 | $249.0K | 0.03% | +3,425 | New |
| Yorktown Management & Research Co Inc | 3,450 | $250.0K | 0.17% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,461 | $251.0K | 0.01% | +3,461 | New |
| Gamble Jones Investment Counsel | 3,472 | $252.0K | 0.01% | +13+0.4% | Added |
| Mutual Advisors, LLC | 3,529 | $256.0K | 0.01% | +111+3.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,533 | $256.0K | 0.00% | +949+36.7% | Added |
| GHP Investment Advisors, Inc. | 3,541 | $257.0K | 0.02% | −99−2.7% | Reduced |
| Field & Main Bank | 3,549 | $257.0K | 0.15% | −15−0.4% | Reduced |
| Harbor Advisors LLC | 3,541 | $257.0K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,546 | $257.0K | 0.02% | +3,546 | New |
| Mayflower Financial Advisors, LLC | 3,567 | $258.0K | 0.03% | −706−16.5% | Reduced |
| Vident Investment Advisory, LLC | 3,576 | $259.0K | 0.01% | −262−6.8% | Reduced |
| qPULA Trading Management LP | 3,568 | $259.0K | 0.46% | +3,568 | New |
| Moneta Group Investment Advisors LLC | 3,588 | $260.0K | 0.01% | −10−0.3% | Reduced |
| Spinnaker Trust | 3,584 | $260.0K | 0.02% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,600 | $260.9K | 0.12% | +3,600 | New |
| Prestige Wealth Management Group LLC | 3,591 | $261.0K | 0.06% | −622−14.8% | Reduced |
| Navellier & Associates Inc | 3,600 | $261.0K | 0.04% | −200−5.3% | Reduced |
| Dodge & Cox | 3,600 | $261.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 3,603 | $261.0K | 0.02% | +3,603 | New |
| Markston International LLC | 3,664 | $265.0K | 0.27% | −1,273−25.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,652 | $265.0K | 0.13% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,660 | $265.0K | 0.10% | +3,660 | New |
| Wealthspire Advisors, LLC | 3,676 | $266.0K | 0.01% | +122+3.4% | Added |
| Snowden Capital Advisors LLC | 3,695 | $267.0K | 0.01% | −3,306−47.2% | Reduced |
| Avantax Planning Partners, Inc. | 3,690 | $267.0K | 0.01% | −565−13.3% | Reduced |
| McDaniel Terry & Co | 3,688 | $267.0K | 0.03% | 00.0% | Unchanged |