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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 3,688 | $267.0K | 0.01% | +3,688 | New |
| Joel Isaacson & Co., LLC | 3,694 | $268.0K | 0.02% | −185−4.8% | Reduced |
| IFG Advisory, LLC | 3,704 | $268.0K | 0.03% | +82+2.3% | Added |
| Capital Investment Advisors, LLC | 3,693 | $268.0K | 0.01% | +231+6.7% | Added |
| Corbyn Investment Management Inc | 3,714 | $269.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,741 | $271.0K | 0.04% | +3,741 | New |
| American Research & Management Co. | 3,755 | $272.0K | 0.06% | +71+1.9% | Added |
| Insight Folios Inc | 3,750 | $272.0K | 0.13% | +186+5.2% | Added |
| Vectors Research Management, LLC | 3,779 | $274.0K | 0.06% | +98+2.7% | Added |
| HNP Capital LLC | 3,779 | $274.0K | 0.06% | +98+2.7% | Added |
| Tributary Capital Management, LLC | 3,800 | $275.0K | 0.02% | +3,800 | New |
| First Financial Bank - Trust Division | 3,816 | $276.0K | 0.03% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,815 | $276.0K | 0.11% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 3,810 | $276.0K | 0.15% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,813 | $276.0K | 0.07% | +66+1.8% | Added |
| Metis Global Partners, LLC | 3,822 | $277.0K | 0.08% | +3,822 | New |
| Waldron Private Wealth LLC | 3,841 | $278.0K | 0.01% | +2+0.1% | Added |
| Orion Portfolio Solutions, LLC | 3,844 | $279.0K | 0.01% | −156−3.9% | Reduced |
| Acropolis Investment Management, LLC | 3,850 | $279.0K | 0.03% | −170−4.2% | Reduced |
| Trust Co of Oklahoma | 3,852 | $279.1K | 0.09% | −2,081−35.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,088 | $280.0K | 0.02% | +3+0.1% | Added |
| First National Bank Sioux Falls | 3,861 | $280.0K | 0.30% | +491+14.6% | Added |
| Western Wealth Management, LLC | 3,855 | $280.0K | 0.03% | +3,855 | New |
| Assenagon Asset Management S.A. | 3,876 | $281.0K | 0.00% | −353−8.3% | Reduced |
| Congress Park Capital LLC | 3,890 | $282.0K | 0.14% | −1,250−24.3% | Reduced |
| Sentry Investment Management LLC | 3,892 | $282.0K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,900 | $283.0K | 0.02% | −1,450−27.1% | Reduced |
| Wedgewood Investors Inc | 3,899 | $283.0K | 0.33% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,930 | $285.0K | 0.14% | −2,660−40.4% | Reduced |
| Bridgefront Capital, LLC | 3,943 | $286.0K | 0.28% | +3,943 | New |
| Scotia Capital Inc. | 3,963 | $287.0K | 0.00% | −441−10.0% | Reduced |
| Zions Bancorporation, N.A. | 3,960 | $287.0K | 0.03% | +27+0.7% | Added |
| KCM Investment Advisors LLC | 3,994 | $289.0K | 0.01% | −36−0.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,996 | $290.0K | 0.02% | +3,996 | New |
| Autumn Glory Partners, LLC | 4,000 | $290.0K | 0.12% | +4,000 | New |
| John G Ullman & Associates Inc | 4,010 | $291.0K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,019 | $291.0K | 0.17% | +330+8.9% | Added |
| WBH Advisory Inc | 4,050 | $293.0K | 0.03% | +205+5.3% | Added |
| Jackson Hole Capital Partners, LLC | 4,070 | $295.0K | 0.09% | −518−11.3% | Reduced |
| Kovack Advisors, Inc. | 4,067 | $295.0K | 0.03% | +111+2.8% | Added |
| Segment Wealth Management, LLC | 4,093 | $297.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,095 | $297.0K | 0.00% | +59+1.5% | Added |
| LVM Capital Management Ltd | 4,125 | $299.0K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,142 | $300.0K | 0.03% | +4,142 | New |
| CAPROCK Group, Inc. | 4,160 | $301.0K | 0.02% | −6,246−60.0% | Reduced |
| J2 Capital Management Inc | 4,154 | $301.0K | 0.29% | +4,154 | New |
| FORA Capital, LLC | 4,161 | $302.0K | 0.12% | −6,102−59.5% | Reduced |
| PFG Advisors | 4,170 | $302.0K | 0.03% | +4,170 | New |
| SignalPoint Asset Management, LLC | 4,226 | $306.0K | 0.09% | −168−3.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,232 | $307.0K | 0.19% | −298−6.6% | Reduced |
| Foster & Motley Inc | 4,236 | $307.0K | 0.02% | −219−4.9% | Reduced |
| Brewin Dolphin Ltd | 4,256 | $308.0K | 0.01% | −2,554−37.5% | Reduced |
| Brighton Jones LLC | 4,285 | $310.0K | 0.01% | +4,285 | New |
| Ballew Advisors, Inc | 3,520 | $312.0K | 0.22% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 4,316 | $312.8K | 0.08% | +4,316 | New |
| FineMark National Bank & Trust | 4,342 | $315.0K | 0.01% | −504−10.4% | Reduced |
| APCM Wealth Management for Individuals | 4,349 | $315.0K | 0.06% | +396+10.0% | Added |
| Austin Private Wealth, LLC | 4,366 | $316.0K | 0.06% | −103−2.3% | Reduced |
| Spinnaker Investment Group, LLC | 3,630 | $317.0K | 0.11% | +3,630 | New |
| Crescent Capital Consulting, LLC | 4,392 | $319.0K | 0.05% | +10+0.2% | Added |
| Jmac Enterprises LLC | 3,635 | $321.0K | 0.08% | +3,635 | New |
| Busey Wealth Management | 4,463 | $323.0K | 0.01% | −2,987−40.1% | Reduced |
| Centiva Capital, LP | 4,471 | $324.0K | 0.02% | −5,503−55.2% | Reduced |
| CIBC World Markets Inc. | 4,470 | $324.0K | 0.00% | +1,368+44.1% | Added |
| Pitcairn Co | 4,491 | $325.0K | 0.02% | −57−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,496 | $326.0K | 0.09% | +140+3.2% | Added |
| Boothbay Fund Management, LLC | 4,496 | $326.0K | 0.01% | +4,496 | New |
| Estabrook Capital Management | 4,505 | $326.4K | 0.05% | +870+23.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,517 | $327.0K | 0.03% | −307−6.4% | Reduced |
| Valmark Advisers, Inc. | 4,549 | $330.0K | 0.01% | −495−9.8% | Reduced |
| Means Investment Co., Inc. | 4,560 | $330.0K | 0.06% | +6+0.1% | Added |
| Riverwater Partners LLC | 4,549 | $330.0K | 0.29% | +4,549 | New |
| Personal Cfo Solutions, LLC | 4,568 | $331.0K | 0.06% | +4,568 | New |
| Evergreen Capital Management LLC | 4,601 | $333.0K | 0.01% | +9+0.2% | Added |
| Whitener Capital Management, Inc. | 4,607 | $333.0K | 0.12% | +837+22.2% | Added |
| Roman Butler Fullerton & Co | 4,604 | $334.0K | 0.15% | −1,246−21.3% | Reduced |
| Siemens Fonds Invest GmbH | 4,609 | $334.0K | 0.02% | −17−0.4% | Reduced |
| HYA Advisors, Inc | 4,624 | $335.0K | 0.12% | −24−0.5% | Reduced |
| Integrated Advisors Network LLC | 4,657 | $337.0K | 0.02% | +917+24.5% | Added |
| Mill Capital Management, LLC | 4,647 | $337.0K | 0.03% | +4,647 | New |
| Compton Capital Management Inc | 4,675 | $339.0K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,703 | $341.0K | 0.01% | +989+26.6% | Added |
| Washington Trust Co | 4,729 | $342.0K | 0.01% | +34+0.7% | Added |
| Access Financial Services, Inc. | 4,714 | $342.0K | 0.15% | +4,714 | New |
| WP Advisors, LLC | 4,727 | $343.0K | 0.14% | +60+1.3% | Added |
| Seeyond | 4,735 | $343.0K | 0.03% | +3,220+212.5% | Added |
| Oak Thistle LLC | 4,726 | $343.0K | 0.27% | +4,726 | New |
| AdvisorNet Financial, Inc | 4,754 | $344.0K | 0.02% | −1,104−18.8% | Reduced |
| Freestone Capital Holdings, LLC | 4,764 | $345.0K | 0.01% | −11−0.2% | Reduced |
| Perpetual Investment Management Ltd | 4,784 | $346.0K | 0.04% | +1,915+66.7% | Added |
| Successful Portfolios LLC | 4,793 | $347.0K | 0.19% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,808 | $348.0K | 0.04% | −633−11.6% | Reduced |
| Grace Capital | 4,800 | $348.0K | 0.21% | +3,850+405.3% | Added |
| Gofen & Glossberg LLC | 4,816 | $349.0K | 0.01% | −63−1.3% | Reduced |
| Aldebaran Financial Inc. | 4,815 | $349.0K | 0.27% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,613 | $349.0K | 0.10% | +210+4.8% | Added |
| Coastline Trust Co | 4,839 | $350.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,845 | $351.0K | 0.09% | +2,485+105.3% | Added |
| Whittier Trust Co | 4,913 | $355.0K | 0.01% | +893+22.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,916 | $356.0K | 0.00% | −800−14.0% | Reduced |