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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 1,715 | $124.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $121.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,605 | $116.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,592 | $115.0K | 0.01% | −228−12.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,585 | $115.0K | 0.00% | +1,585 | New |
| Sandy Cove Advisors, LLC | 1,546 | $112.0K | 0.09% | +1,546 | New |
| Edge Wealth Management LLC | 1,500 | $109.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,489 | $108.0K | 0.05% | +42+2.9% | Added |
| Smithfield Trust Co | 1,472 | $107.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,446 | $105.0K | 0.02% | +3+0.2% | Added |
| Castleview Partners, LLC | 7,608 | $105.0K | 0.00% | +7,608 | New |
| Asset Dedication, LLC | 1,399 | $102.0K | 0.01% | +18+1.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $98.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,343 | $97.0K | 0.01% | +56+4.4% | Added |
| Sterling Investment Advisors, Ltd. | 1,328 | $96.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,310 | $95.0K | 0.06% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,150 | $95.0K | 0.08% | +1,150 | New |
| TD Capital Management LLC | 1,290 | $94.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,294 | $94.0K | 0.02% | +1,000+340.1% | Added |
| Freedman Financial Associates, Inc. | 1,286 | $93.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,287 | $93.0K | 0.02% | +1,287 | New |
| Duncker Streett & Co Inc | 1,275 | $92.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,248 | $90.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,217 | $89.0K | 0.00% | −1,345−52.5% | Reduced |
| Bedel Financial Consulting, Inc. | 1,231 | $89.0K | 0.03% | −28−2.2% | Reduced |
| First Eagle Investment Management, LLC | 1,220 | $88.0K | 0.00% | +1,220 | New |
| JJJ Advisors Inc. | 1,207 | $87.0K | 0.03% | +5+0.4% | Added |
| Enterprise Trust & Investment Co | 1,200 | $87.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,164 | $84.0K | 0.04% | +444+61.7% | Added |
| Financial Management Professionals, Inc. | 1,139 | $83.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,150 | $83.0K | 0.04% | +1,150 | New |
| Hantz Financial Services, Inc. | 1,138 | $82.0K | 0.00% | −90−7.3% | Reduced |
| RWM Asset Management, LLC | 1,130 | $82.0K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,127 | $81.0K | 0.07% | +1,127 | New |
| FAI Wealth Management | 1,055 | $76.0K | 0.06% | +1,000+1,818.2% | Added |
| Reilly Financial Advisors, LLC | 1,035 | $75.0K | 0.01% | +50+5.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $74.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 993 | $72.0K | 0.06% | −47−4.5% | Reduced |
| BDO Wealth Advisors, LLC | 999 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 989 | $72.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $72.0K | 0.01% | +1,000 | New |
| KRS Capital Management, LLC | 994 | $72.0K | 0.06% | +994 | New |
| Tevis Investment Management | 1,000 | $72.0K | 0.06% | +1,000 | New |
| Global Financial Private Client, LLC | 987 | $71.5K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 980 | $71.0K | 0.00% | −556−36.2% | Reduced |
| Clearview Wealth Advisors LLC | 962 | $70.0K | 0.04% | −932−49.2% | Reduced |
| Global Trust Asset Management, LLC | 964 | $70.0K | 0.03% | −485−33.5% | Reduced |
| State of Wyoming | 966 | $70.0K | 0.03% | +966 | New |
| Hoey Investments, Inc | 950 | $69.0K | 0.02% | +750+375.0% | Added |
| Trust Co | 944 | $68.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 933 | $68.0K | 0.02% | +933 | New |
| McIlrath & Eck, LLC | 920 | $67.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 908 | $65.0K | 0.02% | −118−11.5% | Reduced |
| Evermay Wealth Management LLC | 900 | $65.0K | 0.01% | −50−5.3% | Reduced |
| Concord Wealth Partners | 902 | $65.0K | 0.02% | +341+60.8% | Added |
| City State Bank | 866 | $63.0K | 0.04% | +866 | New |
| Sargent Bickham Lagudis LLC | 862 | $62.0K | 0.00% | −2,500−74.4% | Reduced |
| Optimum Investment Advisors | 838 | $61.0K | 0.02% | −400−32.3% | Reduced |
| Stonebridge Capital Advisors LLC | 817 | $59.0K | 0.01% | +33+4.2% | Added |
| Shell Asset Management Co | 807 | $58.0K | 0.00% | −13,377−94.3% | Reduced |
| Lenox Wealth Advisors, LLC | 781 | $57.0K | 0.01% | +238+43.8% | Added |
| Missouri Trust & Investment Co | 793 | $57.0K | 0.03% | +793 | New |
| Versant Capital Management, Inc | 772 | $56.0K | 0.02% | −23−2.9% | Reduced |
| Pacifica Partners Inc. | 676 | $56.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 768 | $55.0K | 0.01% | +391+103.7% | Added |
| Elmwood Wealth Management, Inc. | 750 | $54.0K | 0.03% | +750 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 642 | $54.0K | 0.03% | +642 | New |
| Oakworth Capital, Inc. | 726 | $53.0K | 0.00% | +300+70.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 717 | $52.0K | 0.01% | +138+23.8% | Added |
| Amplius Wealth Advisors, LLC | 727 | $52.0K | 0.01% | +727 | New |
| Vigilant Capital Management, LLC | 700 | $51.0K | 0.00% | −42−5.7% | Reduced |
| Evoke Wealth, LLC | 709 | $51.0K | 0.00% | +1+0.1% | Added |
| Addison Advisors LLC | 707 | $51.0K | 0.03% | +5+0.7% | Added |
| Valley National Advisers Inc | 690 | $50.0K | 0.01% | −156−18.4% | Reduced |
| Highlander Capital Management, LLC | 691 | $50.0K | 0.02% | +500+261.8% | Added |
| Toth Financial Advisory Corp | 682 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 673 | $49.0K | 0.02% | +9+1.4% | Added |
| Endurance Wealth Management, Inc. | 680 | $49.0K | 0.01% | +90+15.3% | Added |
| Avion Wealth | 661 | $48.0K | 0.01% | −243−26.9% | Reduced |
| AIA Group Ltd | 656 | $48.0K | 0.00% | +656 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 648 | $47.0K | 0.02% | +648 | New |
| Heritage Wealth Advisors | 628 | $46.0K | 0.00% | −189−23.1% | Reduced |
| Miller Wealth Advisors, LLC | 641 | $46.0K | 0.03% | +641 | New |
| Plante Moran Financial Advisors, LLC | 623 | $45.0K | 0.01% | +74+13.5% | Added |
| Investment Research & Advisory Group, Inc. | 611 | $44.0K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 604 | $44.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 598 | $43.0K | 0.01% | −2−0.3% | Reduced |
| First Command Bank | 600 | $42.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 586 | $42.0K | 0.01% | +6+1.0% | Added |
| Creative Financial Designs Inc | 585 | $42.0K | 0.01% | +151+34.8% | Added |
| Capital Advisors, Ltd. LLC | 571 | $41.0K | 0.01% | −23−3.9% | Reduced |
| Glassman Wealth Services | 553 | $40.0K | 0.01% | +18+3.4% | Added |
| Clean Yield Group | 535 | $39.0K | 0.01% | −81−13.1% | Reduced |
| Future Financial Wealth Managment LLC | 512 | $39.0K | 0.03% | +512 | New |
| Brown, Lisle/Cummings, Inc. | 528 | $38.3K | 0.02% | +528 | New |
| Baystate Wealth Management LLC | 524 | $38.0K | 0.00% | +6+1.2% | Added |
| Larson Financial Group LLC | 530 | $38.0K | 0.01% | +135+34.2% | Added |
| CVA Family Office, LLC | 518 | $38.0K | 0.01% | +415+402.9% | Added |
| Sierra Capital LLC | 518 | $38.0K | 0.01% | +518 | New |
| SRS Capital Advisors, Inc. | 505 | $37.0K | 0.00% | +290+134.9% | Added |