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 |
|---|---|---|---|---|---|
| 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 |
| Private Portfolio Partners LLC | 4,316 | $312.8K | 0.08% | +4,316 | New |
| Ballew Advisors, Inc | 3,520 | $312.0K | 0.22% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,285 | $310.0K | 0.01% | +4,285 | New |
| Brewin Dolphin Ltd | 4,256 | $308.0K | 0.01% | −2,554−37.5% | 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 |
| SignalPoint Asset Management, LLC | 4,226 | $306.0K | 0.09% | −168−3.8% | Reduced |
| 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 |
| 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 |
| Desjardins Global Asset Management Inc. | 4,142 | $300.0K | 0.03% | +4,142 | New |
| LVM Capital Management Ltd | 4,125 | $299.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| WBH Advisory Inc | 4,050 | $293.0K | 0.03% | +205+5.3% | Added |
| 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 |
| 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 |
| KCM Investment Advisors LLC | 3,994 | $289.0K | 0.01% | −36−0.9% | Reduced |
| 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 |
| Bridgefront Capital, LLC | 3,943 | $286.0K | 0.28% | +3,943 | New |
| MTM Investment Management, LLC | 3,930 | $285.0K | 0.14% | −2,660−40.4% | Reduced |
| 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 |
| 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 |
| Assenagon Asset Management S.A. | 3,876 | $281.0K | 0.00% | −353−8.3% | 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 |
| Trust Co of Oklahoma | 3,852 | $279.1K | 0.09% | −2,081−35.1% | Reduced |
| 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 |
| Waldron Private Wealth LLC | 3,841 | $278.0K | 0.01% | +2+0.1% | Added |
| Metis Global Partners, LLC | 3,822 | $277.0K | 0.08% | +3,822 | 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 |
| Tributary Capital Management, LLC | 3,800 | $275.0K | 0.02% | +3,800 | New |
| 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 |
| 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 |
| Nations Financial Group Inc, | 3,741 | $271.0K | 0.04% | +3,741 | New |
| Corbyn Investment Management Inc | 3,714 | $269.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Snowden Capital Advisors LLC | 3,695 | $267.0K | 0.01% | −3,306−47.2% | Reduced |
| Avantax Planning Partners, Inc. | 3,690 | $267.0K | 0.01% | −565−13.3% | Reduced |
| McDaniel Terry & Co | 3,688 | $267.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,688 | $267.0K | 0.01% | +3,688 | New |
| Wealthspire Advisors, LLC | 3,676 | $266.0K | 0.01% | +122+3.4% | Added |
| Markston International LLC | 3,664 | $265.0K | 0.27% | −1,273−25.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,652 | $265.0K | 0.13% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,660 | $265.0K | 0.10% | +3,660 | New |
| Prestige Wealth Management Group LLC | 3,591 | $261.0K | 0.06% | −622−14.8% | Reduced |
| Navellier & Associates Inc | 3,600 | $261.0K | 0.04% | −200−5.3% | Reduced |
| Dodge & Cox | 3,600 | $261.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 3,603 | $261.0K | 0.02% | +3,603 | New |
| MSH Capital Advisors LLC | 3,600 | $260.9K | 0.12% | +3,600 | New |
| Moneta Group Investment Advisors LLC | 3,588 | $260.0K | 0.01% | −10−0.3% | Reduced |
| Spinnaker Trust | 3,584 | $260.0K | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,576 | $259.0K | 0.01% | −262−6.8% | Reduced |
| qPULA Trading Management LP | 3,568 | $259.0K | 0.46% | +3,568 | New |
| Mayflower Financial Advisors, LLC | 3,567 | $258.0K | 0.03% | −706−16.5% | Reduced |
| GHP Investment Advisors, Inc. | 3,541 | $257.0K | 0.02% | −99−2.7% | Reduced |
| Field & Main Bank | 3,549 | $257.0K | 0.15% | −15−0.4% | Reduced |
| Harbor Advisors LLC | 3,541 | $257.0K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,546 | $257.0K | 0.02% | +3,546 | New |
| Mutual Advisors, LLC | 3,529 | $256.0K | 0.01% | +111+3.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,533 | $256.0K | 0.00% | +949+36.7% | Added |
| Gamble Jones Investment Counsel | 3,472 | $252.0K | 0.01% | +13+0.4% | Added |
| MBB Public Markets I LLC | 3,461 | $251.0K | 0.01% | +3,461 | New |
| Yorktown Management & Research Co Inc | 3,450 | $250.0K | 0.17% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $249.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,430 | $249.0K | 0.02% | +485+16.5% | Added |
| Dakota Wealth Management | 3,425 | $249.0K | 0.03% | +3,425 | New |
| Tolleson Wealth Management, Inc. | 3,425 | $248.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,404 | $247.0K | 0.14% | +3,404 | New |
| Bluefin Capital Management, LLC | 3,400 | $246.0K | 0.02% | −400−10.5% | Reduced |
| Relative Value Partners Group, LLC | 3,395 | $246.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,391 | $245.0K | 0.02% | −170−4.8% | Reduced |
| Davidson Trust Co | 3,372 | $244.0K | 0.17% | −6−0.2% | Reduced |
| E&G Advisors, LP | 3,352 | $243.0K | 0.06% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,347 | $243.0K | 0.09% | +3,347 | New |
| Thrive Wealth Management, LLC | 3,358 | $243.0K | 0.08% | +3,358 | New |
| Allen Investment Management LLC | 3,342 | $242.0K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 3,328 | $241.0K | 0.01% | +3,328 | New |
| First City Capital Management, Inc. | 2,703 | $240.0K | 0.13% | +2,703 | New |
| Ameritas Advisory Services, LLC | 3,314 | $240.0K | 0.01% | +3,314 | New |
| Laffer Tengler Investments | 3,301 | $239.2K | 0.07% | +300+10.0% | Added |