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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 504 | $37.0K | 0.02% | +504 | New |
| Private Capital Group, LLC | 495 | $36.0K | 0.01% | −49−9.0% | Reduced |
| Tower View Investment Management & Research LLC | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 495 | $36.0K | 0.00% | +50+11.2% | Added |
| Old North State Trust, LLC | 495 | $36.0K | 0.03% | +59+13.5% | Added |
| MV Capital Management, Inc. | 499 | $36.0K | 0.01% | +73+17.1% | Added |
| AGF Investments LLC | 492 | $36.0K | 0.00% | +78+18.8% | Added |
| Archer Investment Corp | 479 | $34.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 469 | $34.0K | 0.03% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 470 | $34.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $33.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 460 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 454 | $33.0K | 0.01% | +3+0.7% | Added |
| PrairieView Partners, LLC | 458 | $33.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 450 | $33.0K | 0.01% | +450 | New |
| Norwood Financial Corp | 460 | $33.0K | 0.05% | +460 | New |
| Trustcore Financial Services, LLC | 436 | $32.0K | 0.00% | −586−57.3% | Reduced |
| Parkside Financial Bank & Trust | 440 | $32.0K | 0.01% | +11+2.6% | Added |
| DB Wealth Management Group, LLC | 435 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 424 | $31.0K | 0.04% | 00.0% | Unchanged |
| Curi Capital | 428 | $31.0K | 0.01% | +428 | New |
| Mark Sheptoff Financial Planning, LLC | 420 | $30.0K | 0.01% | +10+2.4% | Added |
| Harvest Fund Management Co., Ltd | 415 | $30.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 419 | $30.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 406 | $29.0K | 0.03% | +406 | New |
| Klaas Financial Asset Advisors, LLC | 388 | $28.0K | 0.01% | +5+1.3% | Added |
| Evolution Advisers, Inc. | 393 | $28.0K | 0.02% | +393 | New |
| Ahl Investment Management, Inc. | 332 | $24.0K | 0.02% | +332 | New |
| Loomis Sayles & Co L P | 318 | $23.0K | 0.00% | −270−45.9% | Reduced |
| Private Ocean, LLC | 315 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 316 | $23.0K | 0.01% | +316 | New |
| CNB Bank | 303 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $22.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 274 | $20.0K | 0.01% | +2+0.7% | Added |
| Total Clarity Wealth Management, Inc. | 279 | $20.0K | 0.01% | +25+9.8% | Added |
| Covestor Ltd | 279 | $20.0K | 0.03% | +279 | New |
| Kings Point Capital Management | 261 | $19.0K | 0.00% | +2+0.8% | Added |
| NuWave Investment Management, LLC | 249 | $18.0K | 0.02% | −9,459−97.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 250 | $18.0K | 0.00% | −266−51.6% | Reduced |
| Mascoma Wealth Management LLC | 250 | $18.0K | 0.01% | −25−9.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 254 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 250 | $18.0K | 0.00% | +100+66.7% | Added |
| Western Pacific Wealth Management, LP | 250 | $18.0K | 0.01% | +250 | New |
| Richwood Investment Advisors, LLC | 250 | $18.0K | 0.02% | +250 | New |
| Riverview Trust Co | 232 | $17.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 239 | $17.0K | 0.01% | +239 | New |
| TAP Consulting, LLC | 237 | $17.0K | 0.00% | +237 | New |
| Morton Brown Family Wealth, LLC | 238 | $17.0K | 0.01% | +238 | New |
| Eagle Bay Advisors LLC | 220 | $16.0K | 0.01% | −2,933−93.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 223 | $16.0K | 0.00% | −2,400−91.5% | Reduced |
| TSFG, LLC | 225 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 220 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 219 | $16.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 217 | $16.0K | 0.00% | +1+0.5% | Added |
| TFC Financial Management | 215 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 225 | $16.0K | 0.02% | +225 | New |
| Cornerstone Management, Inc. | 210 | $15.2K | 0.00% | +210 | New |
| First Community Trust NA | 208 | $15.1K | 0.01% | +208 | New |
| Arrow Financial Corp | 210 | $15.0K | 0.00% | −952−81.9% | Reduced |
| Earnest Partners LLC | 211 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 202 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 213 | $15.0K | 0.00% | +32+17.7% | Added |
| Cypress Capital Management LLC (WY) | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 194 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 200 | $14.0K | 0.01% | +200 | New |
| Wolff Wiese Magana LLC | 184 | $13.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 179 | $13.0K | 0.00% | +179 | New |
| Focused Wealth Management, Inc | 172 | $12.0K | 0.00% | −1,873−91.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 165 | $12.0K | 0.00% | −62−27.3% | Reduced |
| Lake Point Wealth Management | 172 | $12.0K | 0.01% | −9−5.0% | Reduced |
| Pittenger & Anderson Inc | 168 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $12.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 159 | $12.0K | 0.01% | +2+1.3% | Added |
| Bellevue Asset Management, LLC | 161 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 175 | $12.0K | 0.00% | +175 | New |
| Atticus Wealth Management, LLC | 160 | $12.0K | 0.00% | +160 | New |
| Burleson & Company, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 157 | $11.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 157 | $11.0K | 0.00% | +1+0.6% | Added |
| Strategic Asset Management, LLC | 139 | $10.0K | 0.01% | +1+0.7% | Added |
| Baldwin Brothers Inc | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 135 | $10.0K | 0.00% | +135 | New |
| Stephens Consulting, LLC | 133 | $9.64K | 0.01% | +133 | New |
| PSI Advisors, LLC | 129 | $9.00K | 0.00% | +6+4.9% | Added |
| PFG Private Wealth Management, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 125 | $9.00K | 0.01% | +125 | New |
| Horan Securities, Inc. | 113 | $8.00K | 0.00% | +113 | New |
| Kenfarb & Co. | 104 | $8.00K | 0.01% | +104 | New |
| Byrne Asset Management LLC | 113 | $8.00K | 0.01% | +113 | New |
| Raffa Wealth Management, LLC | 109 | $7.90K | 0.00% | +33+43.4% | Added |
| American State Bank (Iowa) | 105 | $7.61K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $7.00K | 0.00% | −50−33.3% | Reduced |