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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 96,809 | $7.01M | 0.06% | −2,115−2.1% | Reduced |
| Mattern Capital Management, LLC | 96,433 | $6.99M | 1.22% | +351+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 96,048 | $6.96M | 0.01% | +96,048 | New |
| Skba Capital Management LLC | 95,960 | $6.95M | 1.31% | +300+0.3% | Added |
| First Republic Investment Management, Inc. | 95,776 | $6.94M | 0.01% | −5,978−5.9% | Reduced |
| Heritage Investors Management Corp | 95,565 | $6.92M | 0.27% | +1,571+1.7% | Added |
| Richard C. Young & CO., LTD. | 93,864 | $6.80M | 0.86% | +3,560+3.9% | Added |
| Creative Planning | 93,478 | $6.77M | 0.01% | −1,141−1.2% | Reduced |
| Yousif Capital Management, LLC | 92,512 | $6.70M | 0.07% | +92,512 | New |
| Atlantic Union Bankshares Corp | 92,484 | $6.70M | 0.57% | +24,064+35.2% | Added |
| Two Sigma Advisers, LP | 91,099 | $6.60M | 0.02% | +64,300+239.9% | Added |
| Raymond James Trust N.A. | 89,392 | $6.48M | 0.19% | −731−0.8% | Reduced |
| Bollard Group LLC | 89,388 | $6.48M | 0.21% | +1,052+1.2% | Added |
| Janus Henderson Group PLC | 88,593 | $6.42M | 0.00% | −15,125−14.6% | Reduced |
| Calamos Advisors LLC | 87,604 | $6.35M | 0.03% | +3,391+4.0% | Added |
| Ninety One UK Ltd | 87,478 | $6.34M | 0.02% | +2,252+2.6% | Added |
| Aristotle Atlantic Partners, LLC | 84,765 | $6.14M | 0.36% | +16,942+25.0% | Added |
| Greenwood Capital Associates LLC | 84,590 | $6.13M | 0.87% | +454+0.5% | Added |
| Morgan Dempsey Capital Management LLC | 82,442 | $5.97M | 1.86% | +34,358+71.5% | Added |
| Robeco Institutional Asset Management B.V. | 82,227 | $5.96M | 0.01% | +19,596+31.3% | Added |
| Gyroscope Capital Management Group, LLC | 81,526 | $5.91M | 2.11% | +81,526 | New |
| Great Lakes Advisors, LLC | 79,915 | $5.79M | 0.09% | +5,388+7.2% | Added |
| Utah Retirement Systems | 79,367 | $5.75M | 0.07% | +200+0.3% | Added |
| Geneos Wealth Management Inc. | 78,913 | $5.72M | 0.22% | −12,101−13.3% | Reduced |
| Pacer Advisors, Inc. | 78,854 | $5.71M | 0.06% | +50,682+179.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 77,500 | $5.62M | 0.07% | +41,000+112.3% | Added |
| Bryn Mawr Trust Co | 77,341 | $5.60M | 0.20% | +1,852+2.5% | Added |
| British Columbia Investment Management Corp | 77,051 | $5.58M | 0.03% | −3,819−4.7% | Reduced |
| KBC Group NV | 76,606 | $5.55M | 0.02% | −35,250−31.5% | Reduced |
| Walleye Capital LLC | 76,479 | $5.54M | 0.18% | +76,479 | New |
| Kestra Advisory Services, LLC | 75,688 | $5.48M | 0.06% | +27,149+55.9% | Added |
| Jane Street Group, LLC | 74,850 | $5.42M | 0.01% | +57,494+331.3% | Added |
| Gulf International Bank (UK) Ltd | 74,088 | $5.37M | 0.08% | −14,583−16.4% | Reduced |
| Opus Investment Management Inc | 73,689 | $5.34M | 0.76% | +40,200+120.0% | Added |
| Public Sector Pension Investment Board | 73,115 | $5.30M | 0.03% | −830−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 72,984 | $5.29M | 0.55% | +72,984 | New |
| State of Tennessee, Treasury Department | 72,865 | $5.28M | 0.02% | −1,119−1.5% | Reduced |
| Bridge Creek Capital Management LLC | 26,137 | $5.24M | 1.80% | −647−2.4% | Reduced |
| Adams Asset Advisors, LLC | 71,195 | $5.16M | 0.94% | +43+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 71,001 | $5.14M | 0.57% | +54,074+319.5% | Added |
| Wintrust Investments LLC | 70,635 | $5.12M | 0.49% | +9,463+15.5% | Added |
| Sompo Asset Management Co., Ltd. | 70,325 | $5.09M | 1.01% | +7,270+11.5% | Added |
| D L Carlson Investment Group Inc | 69,314 | $5.02M | 0.80% | +17,790+34.5% | Added |
| DT Investment Partners, LLC | 68,421 | $4.96M | 0.65% | −750−1.1% | Reduced |
| Foundation Resource Management Inc | 66,967 | $4.85M | 0.94% | 00.0% | Unchanged |
| Spirit of America Management Corp | 66,332 | $4.81M | 0.97% | −22,500−25.3% | Reduced |
| Mackay Shields LLC | 65,542 | $4.75M | 0.04% | −1,518−2.3% | Reduced |
| Viking Fund Management LLC | 65,000 | $4.71M | 1.24% | +5,000+8.3% | Added |
| Disciplined Investments, LLC | 64,857 | $4.70M | 2.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 64,107 | $4.64M | 0.07% | −2,151−3.2% | Reduced |
| Annex Advisory Services, LLC | 63,970 | $4.63M | 0.32% | +40,455+172.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,944 | $4.63M | 0.05% | +111+0.2% | Added |
| Royal Fund Management, LLC | 63,764 | $4.62M | 0.66% | +14,619+29.7% | Added |
| Steward Partners Investment Advisory, LLC | 63,535 | $4.60M | 0.07% | −2,079−3.2% | Reduced |
| D.A. Davidson & Co. | 63,188 | $4.58M | 0.05% | −2,213−3.4% | Reduced |
| Congress Wealth Management LLC | 62,694 | $4.54M | 0.09% | +62,694 | New |
| Montgomery Investment Management Inc | 62,352 | $4.52M | 1.52% | −150−0.2% | Reduced |
| FourThought Financial, LLC | 62,076 | $4.50M | 0.57% | −47−0.1% | Reduced |
| Captrust Financial Advisors | 61,570 | $4.46M | 0.03% | −203−0.3% | Reduced |
| PGGM Investments | 61,264 | $4.44M | 0.02% | +61,264 | New |
| Illinois Municipal Retirement Fund | 61,144 | $4.43M | 0.12% | +11,096+22.2% | Added |
| Texas Permanent School Fund | 60,436 | $4.38M | 0.05% | −7,227−10.7% | Reduced |
| Country Club Trust Company, n.a. | 60,042 | $4.35M | 0.34% | +1,055+1.8% | Added |
| Pacific Heights Asset Management LLC | 60,000 | $4.35M | 0.37% | +10,000+20.0% | Added |
| Alley Co LLC | 59,382 | $4.30M | 0.68% | +1,927+3.4% | Added |
| Fifth Third Bancorp | 58,883 | $4.27M | 0.02% | −114−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 58,158 | $4.21M | 0.19% | +31,277+116.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 58,075 | $4.21M | 0.75% | −5,905−9.2% | Reduced |
| Mutual of America Capital Management LLC | 57,856 | $4.19M | 0.04% | +390+0.7% | Added |
| ING Groep NV | 57,189 | $4.14M | 0.04% | +20,418+55.5% | Added |
| Visionary Wealth Advisors | 57,085 | $4.14M | 0.34% | +2,837+5.2% | Added |
| Buckingham Capital Management, Inc. | 56,542 | $4.10M | 0.63% | +140.0% | Added |
| IFM Investors Pty Ltd | 56,209 | $4.07M | 0.07% | −754−1.3% | Reduced |
| Icon Advisers Inc | 55,000 | $3.98M | 0.64% | 00.0% | Unchanged |
| Commerce Bank | 54,959 | $3.98M | 0.03% | −50−0.1% | Reduced |
| Federated Hermes, Inc. | 54,040 | $3.92M | 0.01% | −32,557−37.6% | Reduced |
| Jump Financial, LLC | 53,643 | $3.89M | 0.24% | +53,643 | New |
| Nkcfo LLC | 53,200 | $3.85M | 1.24% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 53,163 | $3.85M | 1.06% | +2,291+4.5% | Added |
| United Services Automobile Association | 53,051 | $3.84M | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 52,956 | $3.84M | 0.38% | +13,372+33.8% | Added |
| Cary Street Partners Asset Management LLC | 52,188 | $3.78M | 0.81% | −4,925−8.6% | Reduced |
| Hendley & Co Inc | 52,170 | $3.78M | 1.23% | −30,957−37.2% | Reduced |
| Meyer Handelman Co | 52,080 | $3.77M | 0.14% | −1,000−1.9% | Reduced |
| Wealthfront Advisers LLC | 52,043 | $3.77M | 0.02% | +9,849+23.3% | Added |
| Ameritas Investment Partners, Inc. | 51,588 | $3.74M | 0.13% | +23,249+82.0% | Added |
| United Capital Financial Advisers, LLC | 51,311 | $3.72M | 0.02% | −306−0.6% | Reduced |
| Umb Bank N A | 51,230 | $3.71M | 0.05% | +13,788+36.8% | Added |
| Ancora Advisors, LLC | 50,519 | $3.66M | 0.09% | +1,141+2.3% | Added |
| Rothschild Investment Corp | 50,508 | $3.66M | 0.28% | +2,660+5.6% | Added |
| Tweedy, Browne Co LLC | 50,228 | $3.64M | 0.12% | −10,671−17.5% | Reduced |
| Metropolitan Life Insurance Co | 50,079 | $3.63M | 0.05% | −1,433−2.8% | Reduced |
| RBF Capital, LLC | 50,000 | $3.62M | 0.23% | 00.0% | Unchanged |
| Huntington National Bank | 49,265 | $3.57M | 0.03% | −1,656−3.3% | Reduced |
| Nissay Asset Management Corp | 49,119 | $3.56M | 0.03% | +1,534+3.2% | Added |
| MUFG Americas Holdings Corp | 48,951 | $3.55M | 0.07% | +1,629+3.4% | Added |
| Avantax Advisory Services, Inc. | 48,487 | $3.51M | 0.05% | −2,681−5.2% | Reduced |
| Rodgers Brothers Inc. | 48,003 | $3.48M | 0.62% | +1,025+2.2% | Added |
| Point72 Hong Kong Ltd | 47,526 | $3.44M | 0.29% | +30,398+177.5% | Added |
| Pinz Capital Management, LP | 47,500 | $3.44M | 1.33% | +47,500 | New |