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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 45,043 | $3.41M | 0.44% | −761−1.7% | Reduced |
| Veritable, L.P. | 46,816 | $3.39M | 0.05% | −1,315−2.7% | Reduced |
| Simmons Bank | 46,497 | $3.37M | 0.24% | −2,706−5.5% | Reduced |
| Brown Advisory Inc | 46,387 | $3.36M | 0.00% | +884+1.9% | Added |
| Mirador Capital Partners LP | 45,298 | $3.28M | 0.69% | +1,893+4.4% | Added |
| Sequoia Financial Advisors, LLC | 45,047 | $3.26M | 0.09% | +45,047 | New |
| HM Payson & Co | 44,511 | $3.23M | 0.07% | +4,807+12.1% | Added |
| Hartford Investment Management Co | 44,495 | $3.22M | 0.07% | −3,132−6.6% | Reduced |
| First National Bank of Omaha | 44,323 | $3.21M | 0.15% | +9,761+28.2% | Added |
| Alpha Omega Wealth Management LLC | 37,006 | $3.21M | 0.49% | −10,194−21.6% | Reduced |
| Advisory Services Network, LLC | 44,119 | $3.20M | 0.09% | −647−1.4% | Reduced |
| Wolverine Trading, LLC | 44,059 | $3.19M | 0.04% | +44,059 | New |
| Telos Capital Management, Inc. | 43,890 | $3.18M | 0.40% | −2,028−4.4% | Reduced |
| Credit Agricole S A | 43,607 | $3.16M | 0.11% | +28,779+194.1% | Added |
| Ensign Peak Advisors, Inc | 43,489 | $3.15M | 0.01% | +4,386+11.2% | Added |
| Stratos Wealth Advisors, LLC | 43,460 | $3.15M | 0.23% | −1,919−4.2% | Reduced |
| Chatham Capital Group, Inc. | 43,143 | $3.13M | 0.56% | −6,004−12.2% | Reduced |
| Fluent Financial, LLC | 42,886 | $3.11M | 1.27% | −1,130−2.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 42,837 | $3.10M | 0.92% | +27+0.1% | Added |
| Canada Pension Plan Investment Board | 42,775 | $3.10M | 0.00% | −423,938−90.8% | Reduced |
| Balyasny Asset Management LLC | 42,422 | $3.07M | 0.01% | +42,422 | New |
| CIBC Asset Management Inc | 41,869 | $3.03M | 0.01% | +2,135+5.4% | Added |
| GWM Advisors LLC | 41,566 | $3.01M | 0.05% | +29,931+257.2% | Added |
| FDx Advisors, Inc. | 41,532 | $3.01M | 0.08% | −3,625−8.0% | Reduced |
| Level Four Advisory Services, LLC | 41,522 | $3.01M | 0.23% | +13,706+49.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,406 | $3.00M | 0.06% | +2,180+5.6% | Added |
| Los Angeles Capital Management LLC | 40,943 | $2.97M | 0.01% | +40,943 | New |
| Pinnacle Associates Ltd | 40,085 | $2.90M | 0.05% | +2,120+5.6% | Added |
| Pearl River Capital, LLC | 40,002 | $2.90M | 0.78% | +8,281+26.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 39,442 | $2.86M | 0.01% | +8,772+28.6% | Added |
| Northwestern Mutual Wealth Management Co | 39,134 | $2.83M | 0.00% | +2,906+8.0% | Added |
| Fiera Capital Corp | 39,023 | $2.83M | 0.01% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 38,575 | $2.79M | 1.13% | +3,253+9.2% | Added |
| AE Wealth Management LLC | 38,544 | $2.79M | 0.02% | +16,309+73.3% | Added |
| Schroder Investment Management Group | 37,958 | $2.75M | 0.00% | −18,866−33.2% | Reduced |
| Alta Capital Management LLC | 37,862 | $2.74M | 0.14% | +355+0.9% | Added |
| Candriam Luxembourg S.C.A. | 37,639 | $2.73M | 0.02% | −5,464−12.7% | Reduced |
| Regentatlantic Capital LLC | 37,479 | $2.72M | 0.08% | +230+0.6% | Added |
| Invenomic Capital Management LP | 37,214 | $2.70M | 0.63% | +37,214 | New |
| Norinchukin Bank, The | 37,183 | $2.69M | 0.03% | −226−0.6% | Reduced |
| Westpac Banking Corp | 37,001 | $2.68M | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36,662 | $2.66M | 0.10% | +88+0.2% | Added |
| Brinker Capital Investments, LLC | 36,613 | $2.65M | 0.04% | +8,473+30.1% | Added |
| Crossmark Global Holdings, Inc. | 36,594 | $2.65M | 0.06% | −101,097−73.4% | Reduced |
| Stolper Co | 36,321 | $2.63M | 1.17% | −4,391−10.8% | Reduced |
| Brookstone Capital Management | 32,071 | $2.63M | 0.05% | +789+2.5% | Added |
| Colonial Trust Advisors | 36,139 | $2.62M | 0.29% | +502+1.4% | Added |
| Securian Asset Management, Inc | 36,129 | $2.62M | 0.05% | −310−0.9% | Reduced |
| Park Avenue Securities LLC | 36,059 | $2.61M | 0.05% | +1,854+5.4% | Added |
| Cetera Advisor Networks LLC | 35,989 | $2.61M | 0.03% | +2,011+5.9% | Added |
| Varma Mutual Pension Insurance Co | 35,648 | $2.58M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 35,560 | $2.58M | 0.03% | −1,100−3.0% | Reduced |
| Winton Group Ltd | 35,546 | $2.58M | 0.16% | +17,167+93.4% | Added |
| First American Bank | 35,475 | $2.57M | 0.14% | +761+2.2% | Added |
| Atria Investments LLC | 34,535 | $2.50M | 0.04% | +469+1.4% | Added |
| PEAK6 Investments LLC | 34,435 | $2.50M | 0.07% | −41,849−54.9% | Reduced |
| Gateway Investment Advisers LLC | 34,335 | $2.49M | 0.02% | −208,750−85.9% | Reduced |
| Gladstone Institutional Advisory LLC | 34,224 | $2.48M | 0.19% | −421−1.2% | Reduced |
| Marathon Capital Management | 33,520 | $2.43M | 0.57% | +225+0.7% | Added |
| Maryland State Retirement & Pension System | 33,413 | $2.42M | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 33,371 | $2.42M | 0.31% | −1,720−4.9% | Reduced |
| Elo Mutual Pension Insurance Co | 33,252 | $2.41M | 0.07% | +2,569+8.4% | Added |
| Riverview Capital Advisers, LLC | 32,954 | $2.39M | 1.06% | +32,954 | New |
| Segall Bryant & Hamill, LLC | 32,986 | $2.38M | 0.02% | −900−2.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 32,756 | $2.37M | 0.03% | +8,331+34.1% | Added |
| Scissortail Wealth Management, LLC | 32,694 | $2.37M | 0.91% | +32,694 | New |
| Blueshift Asset Management, LLC | 32,636 | $2.37M | 0.21% | +26,582+439.1% | Added |
| Oppenheimer & Co Inc | 32,614 | $2.36M | 0.04% | −11,059−25.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.36M | 0.00% | −43,258−57.0% | Reduced |
| Canal Insurance CO | 32,500 | $2.35M | 0.69% | 00.0% | Unchanged |
| Virtu Financial LLC | 32,493 | $2.35M | 0.24% | +32,493 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 32,436 | $2.35M | 1.44% | +32,436 | New |
| Cerity Partners LLC | 32,308 | $2.34M | 0.04% | +594+1.9% | Added |
| Becker Capital Management Inc | 32,204 | $2.33M | 0.09% | −5,232−14.0% | Reduced |
| Capstone Investment Advisors, LLC | 32,093 | $2.33M | 0.04% | +208+0.7% | Added |
| CIBC Private Wealth Group, LLC | 31,752 | $2.30M | 0.00% | +657+2.1% | Added |
| Capitolis Advisors LLC | 31,552 | $2.29M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 31,536 | $2.29M | 0.19% | −41,466−56.8% | Reduced |
| Demars Financial Group, LLC | 31,220 | $2.26M | 1.20% | +24,716+380.0% | Added |
| Seven Eight Capital, LP | 30,776 | $2.23M | 0.40% | +25,049+437.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,665 | $2.22M | 0.09% | +11,834+62.8% | Added |
| Kingsview Wealth Management, LLC | 30,394 | $2.20M | 0.09% | −1,656−5.2% | Reduced |
| Burney Co | 30,277 | $2.19M | 0.09% | +16,692+122.9% | Added |
| Quadrature Capital Ltd | 30,180 | $2.19M | 0.12% | −39,122−56.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 29,990 | $2.17M | 0.38% | +1,484+5.2% | Added |
| People's United Financial, Inc. | 29,915 | $2.17M | 0.05% | −8,298−21.7% | Reduced |
| Fundamentun, LLC | 29,640 | $2.15M | 0.34% | +2,581+9.5% | Added |
| Private Advisor Group, LLC | 29,182 | $2.12M | 0.02% | −12,612−30.2% | Reduced |
| Parsons Capital Management Inc | 28,734 | $2.08M | 0.15% | −175−0.6% | Reduced |
| NewSquare Capital LLC | 28,564 | $2.07M | 0.22% | +2,475+9.5% | Added |
| Ziegler Capital Management, LLC | 27,520 | $2.07M | 0.07% | +27,520 | New |
| Resources Investment Advisors, LLC. | 28,343 | $2.05M | 0.08% | −183−0.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 28,218 | $2.04M | 0.22% | +4,639+19.7% | Added |
| Central Trust Co | 28,194 | $2.04M | 0.06% | −170−0.6% | Reduced |
| Xponance, Inc. | 28,161 | $2.04M | 0.03% | +6,031+27.3% | Added |
| Regions Financial Corp | 28,019 | $2.03M | 0.02% | +2,680+10.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,986 | $2.03M | 0.03% | +27,986 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,682 | $2.01M | 0.58% | +381+1.4% | Added |
| SevenBridge Financial Group, LLC | 27,618 | $2.00M | 0.60% | −1,010−3.5% | Reduced |
| Davenport & Co LLC | 27,528 | $2.00M | 0.01% | −5,784−17.4% | Reduced |