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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 12,498 | $906.0K | 0.07% | +568+4.8% | Added |
| BBR Partners, LLC | 12,572 | $911.0K | 0.11% | 00.0% | Unchanged |
| Ar Asset Management Inc | 12,600 | $913.0K | 0.23% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,681 | $919.0K | 0.09% | +47+0.4% | Added |
| Parallel Advisors, LLC | 12,720 | $922.0K | 0.03% | −732−5.4% | Reduced |
| Welch & Forbes LLC | 12,746 | $923.0K | 0.01% | +5,497+75.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,861 | $932.0K | 0.60% | +129+1.0% | Added |
| Palladium Partners LLC | 12,942 | $938.0K | 0.04% | −112−0.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,079 | $948.0K | 0.07% | −30−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 13,131 | $951.0K | 0.01% | +8,050+158.4% | Added |
| Mather Group, LLC. | 13,176 | $955.0K | 0.02% | −493−3.6% | Reduced |
| Evercore Wealth Management, LLC | 13,190 | $956.0K | 0.02% | −200−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 13,250 | $960.0K | 0.18% | +709+5.7% | Added |
| Exeter Financial, LLC | 11,500 | $964.0K | 0.53% | −300−2.5% | Reduced |
| Community Bank, N.A. | 13,359 | $968.0K | 0.11% | −158−1.2% | Reduced |
| Moors & Cabot, Inc. | 13,390 | $970.0K | 0.06% | −4,584−25.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,580 | $984.0K | 0.43% | +200+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 13,603 | $985.7K | 0.02% | −302−2.2% | Reduced |
| First Hawaiian Bank | 13,606 | $986.0K | 0.03% | −2,168−13.7% | Reduced |
| Bartlett & Co. LLC | 13,603 | $986.0K | 0.02% | −302−2.2% | Reduced |
| Lee Danner & Bass Inc | 13,617 | $987.0K | 0.08% | −2,189−13.8% | Reduced |
| MAI Capital Management | 13,634 | $988.0K | 0.02% | +2,005+17.2% | Added |
| AQR Capital Management LLC | 13,650 | $989.0K | 0.00% | +5,545+68.4% | Added |
| Cypress Capital Group | 13,745 | $996.0K | 0.12% | +1,047+8.2% | Added |
| Terry L. Blaker | 13,775 | $998.0K | 0.08% | −3,434−20.0% | Reduced |
| Apollon Wealth Management, LLC | 13,780 | $999.0K | 0.08% | +8,668+169.6% | Added |
| Logan Capital Management Inc | 13,889 | $1.01M | 0.04% | −100−0.7% | Reduced |
| Hodges Capital Management Inc. | 13,968 | $1.01M | 0.07% | +13,968 | New |
| Hancock Whitney Corp | 13,976 | $1.01M | 0.03% | −79−0.6% | Reduced |
| Guardian Wealth Management, Inc. | 13,986 | $1.01M | 0.98% | +13,986 | New |
| Connecticut Wealth Management, LLC | 14,021 | $1.02M | 0.08% | −126−0.9% | Reduced |
| Cowa, LLC | 13,634 | $1.02M | 0.52% | −548−3.9% | Reduced |
| Balentine LLC | 14,208 | $1.03M | 0.04% | +14,208 | New |
| Confluence Wealth Services, Inc. | 14,211 | $1.03M | 0.33% | +14,211 | New |
| Tokio Marine Asset Management Co Ltd | 14,299 | $1.04M | 0.08% | 00.0% | Unchanged |
| Strategic Advisors LLC | 14,476 | $1.05M | 0.15% | −963−6.2% | Reduced |
| Stevens Capital Management LP | 14,480 | $1.05M | 0.24% | +7,732+114.6% | Added |
| Engineers Gate Manager LP | 14,880 | $1.08M | 0.05% | +5,130+52.6% | Added |
| Cetera Investment Advisers | 14,905 | $1.08M | 0.02% | +1,801+13.7% | Added |
| Teamwork Financial Advisors, LLC | 14,987 | $1.09M | 0.20% | +14,987 | New |
| SG3 Management, LLC | 15,000 | $1.09M | 0.11% | −6,000−28.6% | Reduced |
| Armor Investment Advisors, LLC | 15,289 | $1.11M | 0.62% | +1,586+11.6% | Added |
| Laird Norton Trust Company, LLC | 15,371 | $1.11M | 0.10% | −1,665−9.8% | Reduced |
| Synovus Financial Corp | 15,469 | $1.13M | 0.01% | +952+6.6% | Added |
| Harbour Investment Management LLC | 15,577 | $1.13M | 0.51% | +112+0.7% | Added |
| CWM, LLC | 15,577 | $1.13M | 0.01% | +15,577 | New |
| Bessemer Group Inc | 15,591 | $1.13M | 0.00% | +3,377+27.6% | Added |
| Bailard, Inc. | 15,784 | $1.14M | 0.04% | −38−0.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 15,784 | $1.15M | 0.01% | −1,860−10.5% | Reduced |
| Basepoint Wealth LLC | 15,876 | $1.15M | 1.13% | +15,876 | New |
| Community Bank & Trust, Waco, Texas | 15,986 | $1.16M | 0.34% | −1,333−7.7% | Reduced |
| Cetera Advisors LLC | 16,017 | $1.16M | 0.02% | −1,459−8.3% | Reduced |
| Frontier Wealth Management LLC | 16,036 | $1.16M | 0.08% | +2,980+22.8% | Added |
| Tower Bridge Advisors | 16,072 | $1.16M | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 16,258 | $1.18M | 0.02% | −84−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 16,292 | $1.18M | 0.08% | +16,292 | New |
| Acadian Asset Management LLC | 16,616 | $1.20M | 0.00% | +16,616 | New |
| Telemus Capital, LLC | 16,604 | $1.20M | 0.10% | −765−4.4% | Reduced |
| Charter Trust Co | 16,789 | $1.22M | 0.10% | −3,480−17.2% | Reduced |
| Dynamic Advisor Solutions LLC | 16,823 | $1.22M | 0.09% | −204−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 16,820 | $1.22M | 0.06% | +4,910+41.2% | Added |
| Arvest Trust Co N A | 16,840 | $1.22M | 0.06% | +16,840 | New |
| Northside Capital Management, LLC | 16,848 | $1.22M | 0.32% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 14,213 | $1.22M | 0.55% | +7,997+128.7% | Added |
| Advisor Partners LLC | 17,094 | $1.24M | 0.07% | +579+3.5% | Added |
| Bowling Portfolio Management LLC | 17,135 | $1.24M | 0.26% | −103−0.6% | Reduced |
| Dowling & Yahnke LLC | 17,213 | $1.25M | 0.06% | −238−1.4% | Reduced |
| TD Private Client Wealth LLC | 17,223 | $1.25M | 0.05% | −6,350−26.9% | Reduced |
| B. Riley Wealth Management, Inc. | 17,442 | $1.26M | 0.09% | +1,017+6.2% | Added |
| Tiaa, FSB | 17,481 | $1.27M | 0.00% | −870−4.7% | Reduced |
| CFM Wealth Partners LLC | 16,827 | $1.27M | 0.28% | −234−1.4% | Reduced |
| Moser Wealth Advisors, LLC | 17,619 | $1.28M | 0.77% | −389−2.2% | Reduced |
| Meixler Investment Management, Ltd. | 17,689 | $1.28M | 1.32% | +17,689 | New |
| Ingalls & Snyder LLC | 17,790 | $1.29M | 0.06% | −1,700−8.7% | Reduced |
| Intrust Bank NA | 17,819 | $1.29M | 0.16% | +647+3.8% | Added |
| Sonora Investment Management Group, LLC | 17,849 | $1.29M | 0.15% | +17,849 | New |
| Financial Counselors Inc | 17,897 | $1.30M | 0.03% | −990−5.2% | Reduced |
| Citizens Business Bank | 17,955 | $1.30M | 0.16% | −15,745−46.7% | Reduced |
| Tdam USA Inc. | 18,032 | $1.31M | 0.08% | −318−1.7% | Reduced |
| Icon Wealth Partners, LLC | 18,087 | $1.31M | 0.13% | −482−2.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,083 | $1.32M | 0.30% | +343+2.0% | Added |
| Curbstone Financial Management Corp | 18,256 | $1.32M | 0.23% | +150+0.8% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.33M | 0.17% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 18,343 | $1.33M | 0.05% | +10.0% | Added |
| Auxier Asset Management | 18,362 | $1.33M | 0.21% | −50−0.3% | Reduced |
| apricus wealth, LLC | 18,600 | $1.35M | 1.20% | +18,600 | New |
| Patten & Patten Inc | 18,671 | $1.35M | 0.09% | +1,318+7.6% | Added |
| Salem Investment Counselors Inc | 18,745 | $1.36M | 0.05% | +14,915+389.4% | Added |
| Mattern Wealth Management LLC | 19,121 | $1.39M | 0.41% | +400+2.1% | Added |
| Stratos Wealth Partners, LTD. | 19,126 | $1.39M | 0.03% | −918−4.6% | Reduced |
| Fernwood Investment Management, LLC | 19,180 | $1.39M | 0.45% | +71+0.4% | Added |
| Thrivent Financial for Lutherans | 19,206 | $1.39M | 0.00% | −32−0.2% | Reduced |
| Cardinal Capital Management | 19,575 | $1.42M | 0.28% | +419+2.2% | Added |
| TownSquare Capital, LLC | 19,571 | $1.42M | 0.04% | +1,115+6.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,712 | $1.43M | 0.03% | −181−0.9% | Reduced |
| Carret Asset Management, LLC | 19,908 | $1.44M | 0.16% | 00.0% | Unchanged |
| Nomura Holdings Inc | 19,905 | $1.44M | 0.01% | +817+4.3% | Added |
| Wedbush Securities Inc | 19,935 | $1.44M | 0.06% | +1,138+6.1% | Added |
| Greylin Investment Mangement Inc | 20,058 | $1.45M | 0.27% | −357−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,070 | $1.46M | 0.02% | −310−1.5% | Reduced |