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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 8,302 | $602.0K | 0.06% | −316−3.7% | Reduced |
| American Trust | 8,401 | $608.0K | 0.05% | +8,401 | New |
| Edge Capital Group, LLC | 8,400 | $609.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 8,429 | $611.0K | 0.04% | +2,130+33.8% | Added |
| Beacon Pointe Advisors, LLC | 8,443 | $612.0K | 0.02% | +2,735+47.9% | Added |
| Doman Group, LLC | 8,464 | $613.0K | 0.54% | +8,464 | New |
| Adirondack Trust Co | 8,507 | $616.0K | 0.29% | −218−2.5% | Reduced |
| Vise Technologies, Inc. | 8,517 | $617.0K | 0.17% | +8,517 | New |
| Wealthsource Partners, LLC | 8,523 | $618.0K | 0.05% | −42−0.5% | Reduced |
| Diversified Trust Co | 8,530 | $618.0K | 0.02% | +8,530 | New |
| North Star Investment Management Corp. | 8,543 | $619.0K | 0.04% | +40.0% | Added |
| Tiedemann Advisors, LLC | 8,669 | $628.0K | 0.03% | −487−5.3% | Reduced |
| Mystic Asset Management, Inc. | 8,719 | $631.0K | 0.30% | +8,719 | New |
| Summit Financial, LLC | 8,718 | $631.7K | 0.05% | +2,520+40.7% | Added |
| Econ Financial Services Corp | 8,206 | $632.0K | 0.48% | +8,206 | New |
| Bank of Hawaii | 8,768 | $635.0K | 0.03% | −38−0.4% | Reduced |
| CoreCommodity Management, LLC | 8,761 | $635.0K | 0.17% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 8,758 | $635.0K | 0.13% | +176+2.1% | Added |
| Doheny Asset Management | 8,804 | $638.0K | 0.45% | −3,668−29.4% | Reduced |
| Astrantus Ltd | 8,815 | $639.0K | 0.48% | +8,815 | New |
| Islay Capital Management, LLC | 8,877 | $643.0K | 0.49% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 8,903 | $645.0K | 0.21% | +1,641+22.6% | Added |
| Caldwell Trust Co | 8,908 | $645.5K | 0.07% | −82−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 9,003 | $652.0K | 0.04% | +165+1.9% | Added |
| NN Investment Partners Holdings N.V. | 9,019 | $654.0K | 0.00% | −91,700−91.0% | Reduced |
| Rowland & Co Investment Counsel | 9,056 | $656.2K | 0.15% | +5,404+148.0% | Added |
| Citizens Financial Group Inc | 9,077 | $658.0K | 0.02% | +9,077 | New |
| Orleans Capital Management Corp | 9,095 | $659.0K | 0.37% | −14,200−61.0% | Reduced |
| First National Trust Co | 9,147 | $663.0K | 0.03% | −993−9.8% | Reduced |
| Dearborn Partners LLC | 9,144 | $663.0K | 0.02% | +1,724+23.2% | Added |
| Delta Financial Advisors LLC | 9,203 | $667.0K | 0.27% | +20.0% | Added |
| IndexIQ Advisors LLC | 9,214 | $668.0K | 0.02% | −13−0.1% | Reduced |
| Jacobi Capital Management LLC | 9,208 | $668.0K | 0.08% | +119+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 9,264 | $671.0K | 0.09% | −425−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 9,290 | $673.0K | 0.13% | −362−3.8% | Reduced |
| Citizens National Bank Trust Department | 9,296 | $674.0K | 0.26% | −12,715−57.8% | Reduced |
| Gries Financial LLC | 9,353 | $678.0K | 0.28% | +9,353 | New |
| Nwam LLC | 9,406 | $682.0K | 0.05% | −7,512−44.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,408 | $682.0K | 0.15% | +3,169+50.8% | Added |
| Federation des caisses Desjardins du Quebec | 9,435 | $683.7K | 0.01% | +49+0.5% | Added |
| Energy Opportunities Capital Management, LLC | 9,500 | $688.0K | 2.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 9,694 | $702.0K | 0.10% | −1,095−10.1% | Reduced |
| Investors Research Corp | 9,723 | $705.0K | 0.21% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 8,053 | $706.0K | 0.38% | −823−9.3% | Reduced |
| Cigna Investments Inc | 9,831 | $713.0K | 0.06% | −3,624−26.9% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 9,870 | $715.0K | 0.07% | +9,870 | New |
| Stillwater Investment Management, LLC | 9,963 | $722.0K | 0.18% | +127+1.3% | Added |
| Haverford Trust Co | 9,982 | $723.0K | 0.01% | −3,175−24.1% | Reduced |
| Resources Management Corp | 9,995 | $724.0K | 0.09% | −535−5.1% | Reduced |
| HB Wealth Management, LLC | 10,085 | $731.0K | 0.01% | +10,085 | New |
| Longfellow Investment Management Co LLC | 10,211 | $740.0K | 0.12% | +1,261+14.1% | Added |
| HAP Trading, LLC | 10,227 | $741.0K | 0.05% | −1,622−13.7% | Reduced |
| Great Valley Advisor Group, Inc. | 10,288 | $745.0K | 0.05% | +2,948+40.2% | Added |
| Ashton Thomas Private Wealth, LLC | 10,329 | $748.4K | 0.07% | +10,329 | New |
| IFP Advisors, Inc | 10,476 | $758.0K | 0.01% | −536−4.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,460 | $758.0K | 0.06% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 10,479 | $759.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 10,496 | $761.0K | 0.06% | +559+5.6% | Added |
| Hudson Valley Investment Advisors Inc | 10,510 | $762.0K | 0.12% | −75−0.7% | Reduced |
| Lincoln National Corp | 10,509 | $762.0K | 0.02% | +152+1.5% | Added |
| Wetherby Asset Management Inc | 10,606 | $769.0K | 0.04% | +1,136+12.0% | Added |
| Prudential PLC | 10,723 | $777.0K | 0.01% | +10,723 | New |
| Buckingham Strategic Wealth, LLC | 10,760 | $780.0K | 0.02% | +2,361+28.1% | Added |
| Stock Yards Bank & Trust Co | 10,811 | $783.0K | 0.04% | +1,220+12.7% | Added |
| 17 Capital Partners, LLC | 10,815 | $784.0K | 0.71% | −247−2.2% | Reduced |
| Fairfield, Bush & Co. | 10,895 | $789.0K | 0.38% | +975+9.8% | Added |
| Bragg Financial Advisors, Inc | 11,278 | $790.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 10,929 | $792.0K | 0.02% | −589−5.1% | Reduced |
| Fiduciary Trust Co | 11,038 | $799.0K | 0.01% | −1,174−9.6% | Reduced |
| Capital Advisors Inc | 11,046 | $800.0K | 0.02% | −235−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 11,062 | $801.0K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 11,082 | $803.0K | 0.39% | −728−6.2% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $815.0K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 11,324 | $821.0K | 0.41% | +145+1.3% | Added |
| Clearbridge Investments, LLC | 11,486 | $832.0K | 0.00% | −2,320−16.8% | Reduced |
| Kesler, Norman & Wride, LLC | 11,515 | $834.0K | 0.18% | +227+2.0% | Added |
| Arkadios Wealth Advisors | 11,519 | $835.0K | 0.11% | +3,659+46.6% | Added |
| Greytown Advisors Inc. | 11,602 | $841.0K | 0.36% | −847−6.8% | Reduced |
| DCM Advisors, LLC | 11,663 | $845.0K | 0.25% | +2,691+30.0% | Added |
| Silvant Capital Management LLC | 11,687 | $847.0K | 0.14% | −691−5.6% | Reduced |
| First Quadrant L P | 11,685 | $847.0K | 0.09% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 11,717 | $849.0K | 0.49% | −121−1.0% | Reduced |
| Marion Wealth Management | 11,720 | $849.0K | 0.40% | +11,720 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,746 | $851.0K | 0.08% | +215+1.9% | Added |
| Stephens Inc | 11,756 | $852.0K | 0.01% | +771+7.0% | Added |
| Strategic Wealth Advisors Group, LLC | 11,498 | $853.0K | 0.04% | +11,498 | New |
| Sigma Planning Corp | 11,791 | $854.0K | 0.02% | −21−0.2% | Reduced |
| Resource Management, LLC | 11,801 | $855.0K | 0.09% | −494−4.0% | Reduced |
| Boston Trust Walden Corp | 11,793 | $855.0K | 0.01% | −375−3.1% | Reduced |
| Inscription Capital, LLC | 11,835 | $858.0K | 0.23% | +1,067+9.9% | Added |
| South State Corp. | 11,856 | $859.0K | 0.07% | +481+4.2% | Added |
| Smith, Moore & Co. | 11,929 | $864.0K | 0.12% | +160+1.4% | Added |
| National Asset Management, Inc. | 12,020 | $872.0K | 0.03% | +907+8.2% | Added |
| Guyasuta Investment Advisors Inc | 12,160 | $881.0K | 0.06% | −405−3.2% | Reduced |
| Barry Investment Advisors, LLC | 12,313 | $892.0K | 0.24% | −50−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 12,418 | $900.0K | 0.30% | −138−1.1% | Reduced |
| Fruth Investment Management | 12,445 | $901.0K | 0.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,476 | $904.0K | 0.01% | +4,596+58.3% | Added |
| Hoylecohen, LLC | 12,499 | $906.0K | 0.08% | −152−1.2% | Reduced |
| Bristol John W & Co Inc | 12,500 | $906.0K | 0.02% | 00.0% | Unchanged |