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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 4,927 | $357.0K | 0.12% | +316+6.9% | Added |
| Pinnacle Financial Partners Inc | 4,952 | $359.0K | 0.01% | −67−1.3% | Reduced |
| J. W. Coons Advisors, LLC | 4,967 | $360.0K | 0.11% | −12−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,992 | $362.0K | 0.03% | −307−5.8% | Reduced |
| Intrinsic Value Partners, LLC | 4,991 | $362.0K | 0.39% | +4,991 | New |
| Inlet Private Wealth, LLC | 5,026 | $364.0K | 0.09% | +26+0.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,027 | $364.0K | 0.02% | +5,027 | New |
| Valley Brook Capital Group | 5,054 | $366.0K | 0.32% | +102+2.1% | Added |
| First Midwest Bank Trust Division | 5,050 | $366.0K | 0.05% | +533+11.8% | Added |
| Ausdal Financial Partners, Inc. | 5,058 | $367.0K | 0.05% | −142−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,070 | $367.0K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,073 | $368.0K | 0.01% | −5,732−53.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,076 | $368.0K | 0.01% | −100−1.9% | Reduced |
| Vanguard Capital Wealth Advisors | 5,084 | $368.0K | 0.26% | +2,114+71.2% | Added |
| Checchi Capital Advisers, LLC | 5,075 | $368.0K | 0.04% | +1,622+47.0% | Added |
| Probity Advisors, Inc. | 5,096 | $369.0K | 0.07% | +672+15.2% | Added |
| Teza Capital Management LLC | 5,094 | $369.0K | 0.10% | +5,094 | New |
| Conning Inc. | 5,147 | $373.0K | 0.01% | −387−7.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,149 | $373.1K | 0.05% | +5+0.1% | Added |
| Capstone Triton Financial Group, LLC | 5,171 | $375.0K | 0.76% | +150+3.0% | Added |
| Miller Howard Investments Inc | 5,173 | $375.0K | 0.01% | −112−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 5,179 | $375.0K | 0.04% | +64+1.3% | Added |
| Altium Wealth Management LLC | 5,197 | $377.0K | 0.02% | −856−14.1% | Reduced |
| Hanson & Doremus Investment Management | 5,197 | $377.0K | 0.08% | −119−2.2% | Reduced |
| Avaii Wealth Management, LLC | 5,205 | $377.0K | 0.38% | +5,205 | New |
| Eastern Bank | 5,212 | $378.0K | 0.02% | −101,893−95.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,214 | $378.0K | 0.02% | +290+5.9% | Added |
| Institutional & Family Asset Management, LLC | 5,241 | $380.0K | 0.06% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 4,419 | $380.0K | 0.03% | −436−9.0% | Reduced |
| Wahed Invest LLC | 5,242 | $380.0K | 0.21% | +5,242 | New |
| Brandywine Oak Private Wealth LLC | 5,283 | $382.0K | 0.04% | −81−1.5% | Reduced |
| Colony Group LLC | 5,286 | $383.0K | 0.01% | +71+1.4% | Added |
| Engrave Wealth Partners LLC | 5,283 | $383.0K | 0.11% | +5,283 | New |
| Epoch Investment Partners, Inc. | 5,300 | $384.0K | 0.00% | −924,918−99.4% | Reduced |
| Trust Co of Toledo NA | 5,303 | $384.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,308 | $385.0K | 0.14% | −51−1.0% | Reduced |
| Allstate Corp | 5,332 | $386.0K | 0.01% | +408+8.3% | Added |
| Transform Wealth, LLC | 5,351 | $388.0K | 0.04% | −890−14.3% | Reduced |
| Bennicas & Associates, Inc. | 5,358 | $388.0K | 0.20% | −50−0.9% | Reduced |
| NEXT Financial Group, Inc | 5,381 | $390.0K | 0.03% | −253−4.5% | Reduced |
| Vestcor Inc | 5,406 | $392.0K | 0.01% | −1,047−16.2% | Reduced |
| Garrison Point Advisors, LLC | 5,405 | $392.0K | 0.26% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5,425 | $393.0K | 0.22% | −31−0.6% | Reduced |
| Manchester Capital Management LLC | 5,458 | $395.0K | 0.05% | +399+7.9% | Added |
| Weaver Consulting Group | 5,499 | $398.0K | 0.19% | +50+0.9% | Added |
| Outfitter Financial LLC | 5,500 | $399.0K | 0.29% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,507 | $399.0K | 0.11% | +534+10.7% | Added |
| Enhancing Capital LLC | 5,500 | $399.0K | 0.43% | +5,500 | New |
| Ambassador Advisors, LLC | 5,525 | $400.0K | 0.08% | +803+17.0% | Added |
| Bivin & Associates, Inc. | 5,520 | $400.0K | 0.35% | +5,520 | New |
| Regent Investment Management LLC | 5,542 | $402.0K | 0.09% | −435−7.3% | Reduced |
| Excalibur Management Corp | 5,565 | $403.0K | 0.16% | +553+11.0% | Added |
| Weik Capital Management | 5,590 | $405.0K | 0.15% | −2,900−34.2% | Reduced |
| Vaughan David Investments LLC | 5,586 | $405.0K | 0.01% | +85+1.5% | Added |
| FRG Family Wealth Advisors LLC | 5,603 | $406.0K | 0.08% | −413−6.9% | Reduced |
| SCP Investment, LP | 5,600 | $406.0K | 0.13% | +5,600 | New |
| Campion Asset Management LLC | 5,612 | $407.0K | 0.34% | −150−2.6% | Reduced |
| Cambridge Trust Co | 5,616 | $407.0K | 0.01% | +554+10.9% | Added |
| S.A. Mason LLC | 5,644 | $409.0K | 0.25% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,661 | $410.0K | 0.04% | +1,547+37.6% | Added |
| Searle & Co. | 5,675 | $411.0K | 0.15% | +2,134+60.3% | Added |
| Asset Management Corp | 5,676 | $411.0K | 0.24% | +5,676 | New |
| Sunbelt Securities, Inc. | 4,643 | $412.0K | 0.07% | −5,079−52.2% | Reduced |
| Meristem Family Wealth, LLC | 5,698 | $413.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,695 | $413.0K | 0.02% | +167+3.0% | Added |
| Savant Capital, LLC | 5,731 | $416.0K | 0.01% | +327+6.1% | Added |
| Clear Street Markets LLC | 5,746 | $416.0K | 0.04% | +2,446+74.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,760 | $417.0K | 0.02% | −500−8.0% | Reduced |
| Magnetar Financial LLC | 5,759 | $417.0K | 0.00% | +5,759 | New |
| Essex Savings Bank | 5,764 | $418.0K | 0.14% | −442−7.1% | Reduced |
| Mairs & Power Inc | 5,780 | $419.0K | 0.00% | −121−2.1% | Reduced |
| Private Trust Co NA | 5,780 | $419.0K | 0.06% | −94−1.6% | Reduced |
| 1st Source Bank | 5,811 | $421.0K | 0.02% | +61+1.1% | Added |
| Clarius Group, LLC | 5,815 | $421.0K | 0.03% | +171+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,809 | $421.0K | 0.08% | +575+11.0% | Added |
| Roberts Glore & Co Inc | 5,819 | $422.0K | 0.11% | +38+0.7% | Added |
| Cresset Asset Management, LLC | 5,844 | $423.0K | 0.00% | −1,388−19.2% | Reduced |
| Bank Hapoalim BM | 5,842 | $423.0K | 0.04% | −1,259−17.7% | Reduced |
| Fisher Asset Management, LLC | 5,846 | $424.0K | 0.00% | −131−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,893 | $427.0K | 0.03% | +2,463+71.8% | Added |
| Argent Trust Co | 5,911 | $428.0K | 0.03% | −579−8.9% | Reduced |
| Roof Eidam & Maycock | 5,910 | $428.0K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,970 | $429.0K | 0.04% | +134+2.3% | Added |
| Flputnam Investment Management Co | 5,936 | $430.0K | 0.01% | −600−9.2% | Reduced |
| Atlas Private Wealth Management | 5,931 | $430.0K | 0.24% | −217−3.5% | Reduced |
| Americana Partners, LLC | 5,967 | $432.0K | 0.08% | +5,967 | New |
| Veriti Management LLC | 5,984 | $434.0K | 0.06% | −397−6.2% | Reduced |
| Comerica Securities,inc. | 5,998 | $435.0K | 0.03% | −92−1.5% | Reduced |
| EP Wealth Advisors, LLC | 6,019 | $436.0K | 0.01% | +659+12.3% | Added |
| Heck Capital Advisors, LLC | 6,021 | $436.3K | 0.08% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $438.0K | 0.16% | +900+17.5% | Added |
| Csenge Advisory Group | 5,030 | $438.0K | 0.04% | +1,706+51.3% | Added |
| National Bank of Canada | 6,039 | $438.0K | 0.00% | +6,039 | New |
| Miracle Mile Advisors, LLC | 6,061 | $439.0K | 0.02% | −1,804−22.9% | Reduced |
| Ieq Capital, LLC | 6,077 | $440.0K | 0.01% | −760−11.1% | Reduced |
| Cullinan Associates Inc | 6,074 | $440.0K | 0.02% | +200+3.4% | Added |
| Westbourne Investment Advisors, Inc. | 6,066 | $440.0K | 0.17% | +1,685+38.5% | Added |
| RFG Advisory, LLC | 6,091 | $441.0K | 0.03% | −908−13.0% | Reduced |
| Bradley Foster & Sargent Inc | 6,127 | $444.0K | 0.01% | +6,127 | New |
| Prelude Capital Management, LLC | 6,131 | $444.0K | 0.02% | +6,131 | New |