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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 3,280 | $238.0K | 0.02% | +24+0.7% | Added |
| First National Bank of South Miami | 3,276 | $237.0K | 0.14% | +38+1.2% | Added |
| Arete Wealth Advisors, LLC | 3,148 | $237.0K | 0.02% | +3,148 | New |
| Sheaff Brock Investment Advisors, LLC | 3,255 | $236.0K | 0.02% | −483−12.9% | Reduced |
| Schrum Private Wealth Management LLC | 3,281 | $236.0K | 0.21% | +3,281 | New |
| Blue Edge Capital, LLC | 3,243 | $235.0K | 0.05% | −996−23.5% | Reduced |
| Cutler Group LP | 3,251 | $235.0K | 0.02% | −11,310−77.7% | Reduced |
| PDS Planning, Inc | 3,249 | $235.0K | 0.04% | +3+0.1% | Added |
| Horizon Investments, LLC | 3,224 | $234.0K | 0.01% | +214+7.1% | Added |
| Little House Capital LLC | 3,211 | $233.0K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,200 | $232.0K | 0.02% | +100+3.2% | Added |
| MQS Management LLC | 3,177 | $230.0K | 0.37% | +3,177 | New |
| NewEdge Wealth, LLC | 3,176 | $230.0K | 0.01% | +3,176 | New |
| CoreFirst Bank & Trust | 3,165 | $229.0K | 0.15% | −1,271−28.7% | Reduced |
| Trust Co of Vermont | 3,142 | $228.0K | 0.01% | +14+0.4% | Added |
| Stiles Financial Services Inc | 3,144 | $228.0K | 0.11% | +3,144 | New |
| Beaton Management Co. Inc. | 3,131 | $227.0K | 0.14% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,119 | $226.0K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 3,104 | $225.0K | 0.01% | +3,104 | New |
| Zacks Investment Management | 3,094 | $224.0K | 0.00% | −92,912−96.8% | Reduced |
| Ahrens Investment Partners LLC | 3,098 | $224.0K | 0.10% | −4,300−58.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,088 | $224.0K | 0.13% | +3,088 | New |
| Kanawha Capital Management LLC | 3,074 | $223.0K | 0.02% | 00.0% | Unchanged |
| Quilter Plc | 2,928 | $221.0K | 0.01% | −1,199−29.1% | Reduced |
| Pflug Koory, LLC | 3,044 | $221.0K | 0.11% | +10.0% | Added |
| Camelot Portfolios, LLC | 3,039 | $220.0K | 0.09% | +3,039 | New |
| EverSource Wealth Advisors, LLC | 3,033 | $220.0K | 0.06% | +3,033 | New |
| Old Point Trust & Financial Services N A | 3,023 | $219.0K | 0.09% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,028 | $219.0K | 0.20% | +3,028 | New |
| Vestmark Advisory Solutions, Inc. | 3,010 | $218.0K | 0.01% | −897−23.0% | Reduced |
| Capital Analysts, LLC | 3,000 | $217.0K | 0.01% | −100−3.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $217.0K | 0.16% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,993 | $217.0K | 0.06% | +10.0% | Added |
| Engine No. 1 LLC | 2,999 | $217.0K | 0.04% | +2,999 | New |
| West Paces Advisors Inc. | 2,971 | $215.3K | 0.07% | −392−11.7% | Reduced |
| M&R Capital Management Inc | 2,963 | $214.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,949 | $214.0K | 0.31% | +343+13.2% | Added |
| JT Stratford LLC | 2,956 | $214.0K | 0.06% | +2,956 | New |
| Proequities, Inc. | 2,920 | $212.0K | 0.01% | −1,226−29.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,938 | $212.0K | 0.02% | −406−12.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $212.0K | 0.09% | −155−5.0% | Reduced |
| Callahan Advisors, LLC | 2,926 | $212.0K | 0.02% | −150−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 2,930 | $212.0K | 0.04% | +2,930 | New |
| Leonteq Securities AG | 2,916 | $211.3K | 0.01% | −18,009−86.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,910 | $211.0K | 0.07% | −300−9.3% | Reduced |
| Chilton Capital Management LLC | 2,906 | $211.0K | 0.01% | +25+0.9% | Added |
| BKD Wealth Advisors, LLC | 2,911 | $211.0K | 0.01% | +2,911 | New |
| Flagship Harbor Advisors, LLC | 2,903 | $210.0K | 0.02% | +2,903 | New |
| LGT Group Foundation | 2,900 | $210.0K | 0.01% | +2,900 | New |
| DuPont Capital Management Corp | 2,882 | $209.0K | 0.01% | −2,580−47.2% | Reduced |
| First Citizens Bank & Trust Co | 2,883 | $209.0K | 0.01% | −1,514−34.4% | Reduced |
| Lindbrook Capital, LLC | 2,888 | $209.0K | 0.03% | +218+8.2% | Added |
| Quadrant Capital Group LLC | 2,882 | $209.0K | 0.02% | +455+18.7% | Added |
| Boston Private Wealth LLC | 2,865 | $208.0K | 0.00% | −713−19.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,866 | $208.0K | 0.12% | −596−17.2% | Reduced |
| Port Capital LLC | 2,871 | $208.0K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,868 | $208.0K | 0.11% | +2,868 | New |
| Carl Stuart Investment Advisor, Inc | 2,863 | $207.0K | 0.15% | +2,863 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,829 | $205.0K | 0.05% | −1,752−38.2% | Reduced |
| TrinityPoint Wealth, LLC | 2,812 | $204.0K | 0.04% | −598−17.5% | Reduced |
| Cadinha & Co LLC | 2,815 | $204.0K | 0.03% | +2,815 | New |
| Financial Advocates Investment Management | 2,810 | $204.0K | 0.01% | +2,810 | New |
| Saxon Interests, Inc. | 2,363 | $204.0K | 0.12% | +2,363 | New |
| Roundview Capital LLC | 2,805 | $203.0K | 0.02% | +2,805 | New |
| Rossmore Private Capital | 2,801 | $203.0K | 0.03% | +2,801 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,784 | $202.0K | 0.01% | −232−7.7% | Reduced |
| HCR Wealth Advisors | 2,792 | $202.0K | 0.03% | −78−2.7% | Reduced |
| Plancorp, LLC | 2,791 | $202.0K | 0.01% | +2,791 | New |
| Capital Investment Advisory Services, LLC | 2,773 | $201.0K | 0.02% | +2,773 | New |
| Aries Wealth Management | 2,773 | $201.0K | 0.08% | +2,773 | New |
| Atlas Capital Advisors LLC | 2,768 | $200.6K | 0.03% | +1,855+203.2% | Added |
| Allworth Financial LP | 2,755 | $200.0K | 0.00% | −410−13.0% | Reduced |
| Monetary Management Group Inc | 2,677 | $194.0K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,652 | $192.0K | 0.11% | −100−3.6% | Reduced |
| Cornerstone Advisory, LLC | 2,623 | $190.0K | 0.03% | +2,623 | New |
| CoreCap Advisors, LLC | 2,579 | $187.0K | 0.01% | +2,579 | New |
| Acima Private Wealth, LLC | 2,500 | $181.0K | 0.08% | 00.0% | Unchanged |
| Albion Financial Group | 2,466 | $179.0K | 0.01% | +2,400+3,636.4% | Added |
| Motco | 2,441 | $177.0K | 0.01% | −58,038−96.0% | Reduced |
| Bray Capital Advisors | 2,412 | $175.0K | 0.04% | +22+0.9% | Added |
| Barrett Asset Management, LLC | 2,392 | $173.0K | 0.01% | −1,385−36.7% | Reduced |
| First PREMIER Bank | 2,381 | $172.0K | 0.04% | +185+8.4% | Added |
| Close Asset Management Ltd | 2,356 | $171.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,340 | $170.0K | 0.03% | −200−7.9% | Reduced |
| Montag A & Associates Inc | 2,343 | $170.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,328 | $168.7K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,275 | $165.0K | 0.03% | −46−2.0% | Reduced |
| Dividend Assets Capital, LLC | 2,178 | $158.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,996 | $145.0K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,004 | $145.0K | 0.05% | +500+33.2% | Added |
| Gradient Investments LLC | 1,981 | $144.0K | 0.00% | +16+0.8% | Added |
| Brown Brothers Harriman & Co | 1,956 | $142.0K | 0.00% | −3−0.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,950 | $141.3K | 0.05% | −14−0.7% | Reduced |
| Jones Financial Companies LLLP | 1,949 | $141.0K | 0.00% | −37−1.9% | Reduced |
| Laurel Wealth Advisors LLC | 1,921 | $139.0K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,921 | $139.0K | 0.07% | +1,921 | New |
| Harbour Investments, Inc. | 1,865 | $135.0K | 0.01% | −5,260−73.8% | Reduced |
| Central Bank & Trust Co | 1,776 | $129.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,787 | $129.0K | 0.02% | +251+16.3% | Added |
| Fieldpoint Private Securities, LLC | 1,760 | $128.0K | 0.03% | 00.0% | Unchanged |