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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 6,174 | $447.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,165 | $447.0K | 0.03% | −475−7.2% | Reduced |
| Patron Partners Advisors, LLC | 6,203 | $449.0K | 0.29% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 6,300 | $456.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,366 | $461.0K | 0.01% | −27,126−81.0% | Reduced |
| Modera Wealth Management, LLC | 6,355 | $461.0K | 0.02% | +6,355 | New |
| Benjamin Edwards Inc | 6,372 | $462.0K | 0.15% | +6,208+3,785.4% | Added |
| Forum Financial Management, LP | 6,382 | $462.0K | 0.02% | +6,382 | New |
| Adell Harriman & Carpenter Inc | 6,397 | $463.5K | 0.04% | −239−3.6% | Reduced |
| Corsicana & Co. | 6,402 | $464.0K | 0.28% | +295+4.8% | Added |
| South Street Advisors LLC | 6,420 | $465.0K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,429 | $466.0K | 0.19% | +333+5.5% | Added |
| Wealth Alliance | 6,423 | $466.0K | 0.09% | +473+7.9% | Added |
| Sandy Spring Bank | 6,459 | $467.0K | 0.02% | −200−3.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,844 | $467.1K | 0.00% | +5,844 | New |
| Pacific Global Investment Management CO | 6,453 | $468.0K | 0.09% | −260−3.9% | Reduced |
| Westhampton Capital, LLC | 6,453 | $468.0K | 0.29% | +700+12.2% | Added |
| Carroll Financial Associates, Inc. | 6,450 | $469.0K | 0.02% | +238+3.8% | Added |
| U S Global Investors Inc | 6,500 | $471.0K | 0.02% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $471.0K | 0.07% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 6,504 | $471.0K | 0.01% | +249+4.0% | Added |
| Weatherly Asset Management L. P. | 6,527 | $473.0K | 0.05% | −26−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 6,566 | $476.0K | 0.01% | +275+4.4% | Added |
| Invst, LLC | 5,728 | $481.0K | 0.08% | +5,728 | New |
| American Portfolios Advisors | 6,667 | $483.1K | 0.02% | −20.0% | Reduced |
| Retirement Group, LLC | 6,684 | $484.0K | 0.21% | +607+10.0% | Added |
| Empirical Finance, LLC | 6,675 | $484.0K | 0.06% | +1,227+22.5% | Added |
| Westwood Holdings Group Inc. | 6,676 | $484.0K | 0.00% | +1,315+24.5% | Added |
| Allen Capital Group, LLC | 6,701 | $486.0K | 0.07% | +601+9.9% | Added |
| Van Hulzen Asset Management, LLC | 6,715 | $487.0K | 0.05% | +6,715 | New |
| Machina Capital S.A.S. | 6,736 | $488.0K | 1.18% | +3,500+108.2% | Added |
| Baker Tilly Wealth Management, LLC | 6,748 | $489.0K | 0.05% | −486−6.7% | Reduced |
| Patten Group, Inc. | 6,803 | $493.0K | 0.13% | +559+9.0% | Added |
| Chelsea Counsel Co | 6,804 | $493.0K | 0.21% | +6,804 | New |
| Palisade Asset Management, LLC | 6,854 | $497.0K | 0.06% | −36−0.5% | Reduced |
| Covington Capital Management | 6,958 | $504.0K | 0.02% | −278−3.8% | Reduced |
| Birmingham Capital Management Co Inc | 6,989 | $506.0K | 0.18% | +1,708+32.3% | Added |
| Cladis Investment Advisory, LLC | 6,989 | $506.4K | 0.41% | +6,989 | New |
| King Luther Capital Management Corp | 7,010 | $508.0K | 0.00% | −162−2.3% | Reduced |
| Lido Advisors, LLC | 7,025 | $509.0K | 0.01% | −1,217−14.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $509.0K | 0.29% | −25−0.4% | Reduced |
| Lincoln Capital LLC | 7,042 | $510.0K | 0.13% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,060 | $511.0K | 0.20% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 7,077 | $513.0K | 0.23% | −200−2.7% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $513.0K | 0.14% | 00.0% | Unchanged |
| Navalign, LLC | 7,086 | $513.0K | 0.20% | +27+0.4% | Added |
| Deseret Mutual Benefit Administrators | 7,099 | $514.0K | 0.09% | −259−3.5% | Reduced |
| Pluribus Labs, LLC | 7,094 | $514.0K | 0.54% | +7,094 | New |
| BMS Financial Advisors, LLC | 7,170 | $520.0K | 0.33% | +7,170 | New |
| Swiss Life Asset Management Ltd | 7,205 | $522.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 7,230 | $524.0K | 0.26% | +650+9.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,239 | $525.0K | 0.03% | −2,254−23.7% | Reduced |
| ARGI Investment Services, LLC | 7,248 | $525.0K | 0.02% | −416−5.4% | Reduced |
| IBM Retirement Fund | 7,292 | $528.0K | 0.07% | −5,118−41.2% | Reduced |
| Thomas White International Ltd | 7,300 | $529.0K | 0.08% | +1,350+22.7% | Added |
| Simplex Trading, LLC | 7,352 | $532.0K | 0.02% | −24,969−77.3% | Reduced |
| First Manhattan Co | 7,354 | $532.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 7,355 | $532.0K | 0.26% | +7,355 | New |
| Columbia Trust Co 01012016 | 7,610 | $533.0K | 0.28% | 00.0% | Unchanged |
| Glenview Trust Co | 7,377 | $534.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,360 | $534.0K | 0.18% | +2,475+50.7% | Added |
| Peapack Gladstone Financial Corp | 7,444 | $540.0K | 0.01% | −723−8.9% | Reduced |
| Focus Financial Network, Inc. | 7,466 | $541.0K | 0.08% | +7,466 | New |
| Cypress Capital Management LLC | 7,466 | $541.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,473 | $541.5K | 0.04% | −5,538−42.6% | Reduced |
| True North Advisors, LLC | 7,483 | $542.0K | 0.09% | +732+10.8% | Added |
| Greenleaf Trust | 7,487 | $543.0K | 0.01% | +163+2.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,499 | $543.0K | 0.35% | +200+2.7% | Added |
| AMG National Trust Bank | 7,576 | $549.0K | 0.02% | +172+2.3% | Added |
| Institute for Wealth Management, LLC. | 7,595 | $550.0K | 0.09% | −149−1.9% | Reduced |
| Fiduciary Group LLC | 7,604 | $551.0K | 0.06% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 7,605 | $551.0K | 0.15% | −147−1.9% | Reduced |
| Massmutual Trust Co FSB | 7,609 | $551.0K | 0.02% | +5,273+225.7% | Added |
| Syntax Advisors, LLC | 7,605 | $551.0K | 0.41% | +7,605 | New |
| Hilltop Holdings Inc. | 7,681 | $557.0K | 0.06% | −576−7.0% | Reduced |
| Belpointe Asset Management LLC | 7,684 | $557.0K | 0.03% | +2,566+50.1% | Added |
| Banque Cantonale Vaudoise | 7,702 | $558.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 7,709 | $559.0K | 0.09% | −60−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 7,715 | $559.0K | 0.07% | +1,563+25.4% | Added |
| Bull Street Advisors, LLC | 7,751 | $562.0K | 0.27% | −400−4.9% | Reduced |
| Independent Advisor Alliance | 7,766 | $563.0K | 0.03% | +578+8.0% | Added |
| Prospera Financial Services Inc | 7,782 | $564.0K | 0.02% | +1,482+23.5% | Added |
| JustInvest LLC | 7,797 | $565.0K | 0.03% | +3,104+66.1% | Added |
| Walleye Trading LLC | 7,793 | $565.0K | 0.01% | +7,793 | New |
| WealthTrust Axiom LLC | 7,812 | $566.0K | 0.18% | −126−1.6% | Reduced |
| Gamco Investors, Inc. Et Al | 7,855 | $569.0K | 0.00% | −600−7.1% | Reduced |
| Bank Ozk | 7,890 | $571.0K | 0.23% | +651+9.0% | Added |
| Finivi Inc. | 7,912 | $573.4K | 0.61% | +7,912 | New |
| Drive Wealth Management, LLC | 7,920 | $574.0K | 0.50% | +7,920 | New |
| Echo Street Capital Management LLC | 7,934 | $575.0K | 0.00% | −2,971−27.2% | Reduced |
| Linscomb & Williams, Inc. | 7,961 | $577.0K | 0.03% | +938+13.4% | Added |
| TD Ameritrade Investment Management, LLC | 7,962 | $577.0K | 0.00% | +7,962 | New |
| Wimmer Associates 1, LLC | 8,085 | $586.0K | 0.31% | −255−3.1% | Reduced |
| Ferris Capital, LLC | 8,125 | $589.0K | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,136 | $590.0K | 0.04% | −636−7.3% | Reduced |
| Verdence Capital Advisors LLC | 8,148 | $590.0K | 0.07% | −16−0.2% | Reduced |
| C2C Wealth Management, LLC | 8,167 | $592.0K | 0.09% | +8,167 | New |
| Matthew Goff Investment Advisor, LLC | 8,191 | $594.0K | 0.14% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,220 | $596.0K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,251 | $598.0K | 0.11% | +1,103+15.4% | Added |