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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management, LLC | 27,518 | $1.99M | 1.71% | +27,518 | New |
| Louisiana State Employees Retirement System | 27,500 | $1.99M | 0.04% | +200+0.7% | Added |
| Panagora Asset Management Inc | 27,438 | $1.99M | 0.01% | −3,113−10.2% | Reduced |
| Prio Wealth Limited Partnership | 27,419 | $1.99M | 0.06% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 27,334 | $1.98M | 1.78% | +27,334 | New |
| Pineno Levin & Ford Asset Management, Inc. | 27,157 | $1.97M | 0.58% | +980+3.7% | Added |
| Trustmark National Bank Trust Department | 27,110 | $1.96M | 0.15% | −4,590−14.5% | Reduced |
| Johnson Investment Counsel Inc | 26,966 | $1.95M | 0.02% | +62+0.2% | Added |
| Kentucky Retirement Systems | 26,823 | $1.94M | 0.08% | +1,024+4.0% | Added |
| Shelton Capital Management | 26,751 | $1.94M | 0.07% | +300+1.1% | Added |
| New Mexico Educational Retirement Board | 26,728 | $1.94M | 0.06% | −1,900−6.6% | Reduced |
| Unison Advisors LLC | 26,712 | $1.94M | 0.47% | +409+1.6% | Added |
| Exencial Wealth Advisors, LLC | 26,590 | $1.93M | 0.09% | +4,505+20.4% | Added |
| Poehling Capital Management, LLC | 26,481 | $1.92M | 0.62% | −232−0.9% | Reduced |
| Principle Wealth Partners LLC | 26,405 | $1.91M | 0.20% | 00.0% | Unchanged |
| Blair William & Co | 26,271 | $1.90M | 0.01% | +3,151+13.6% | Added |
| City Holding Co | 22,560 | $1.90M | 0.32% | −424−1.8% | Reduced |
| Garrison Asset Management, LLC | 25,866 | $1.87M | 1.02% | −164−0.6% | Reduced |
| SG Americas Securities, LLC | 25,749 | $1.87M | 0.01% | +15,491+151.0% | Added |
| Daiwa Securities Group Inc. | 25,578 | $1.85M | 0.01% | +1,290+5.3% | Added |
| Compagnie Lombard Odier SCmA | 25,549 | $1.85M | 0.04% | −200−0.8% | Reduced |
| German American Bancorp, Inc. | 25,540 | $1.85M | 0.26% | +356+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 25,532 | $1.85M | 0.10% | +25,532 | New |
| Argyle Capital Management Inc. | 25,235 | $1.83M | 0.57% | +1,000+4.1% | Added |
| Leavell Investment Management, Inc. | 24,896 | $1.80M | 0.12% | −11,036−30.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,784 | $1.80M | 0.05% | −331−1.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,620 | $1.78M | 0.84% | −1,018−4.0% | Reduced |
| STRS Ohio | 24,221 | $1.75M | 0.01% | −8,560−26.1% | Reduced |
| Algert Global LLC | 24,199 | $1.75M | 0.22% | −673−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,089 | $1.75M | 0.03% | −862−3.5% | Reduced |
| SWS Partners | 23,943 | $1.74M | 0.99% | +1,581+7.1% | Added |
| AXA S.A. | 23,893 | $1.73M | 0.00% | −50,902−68.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,735 | $1.72M | 0.06% | −2,945−11.0% | Reduced |
| River Wealth Advisors LLC | 23,677 | $1.72M | 0.27% | +1,185+5.3% | Added |
| Venture Visionary Partners LLC | 24,267 | $1.71M | 0.11% | +1,465+6.4% | Added |
| FIL Ltd | 23,142 | $1.68M | 0.00% | −20,388−46.8% | Reduced |
| Van Eck Associates Corp | 23,055 | $1.67M | 0.00% | −584−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 23,059 | $1.67M | 0.03% | +10,194+79.2% | Added |
| Gotham Asset Management, LLC | 23,008 | $1.67M | 0.05% | +19,246+511.6% | Added |
| Green Square Capital Advisors LLC | 22,456 | $1.63M | 0.32% | +1,035+4.8% | Added |
| Corient Capital Partners, LLC | 22,338 | $1.62M | 0.11% | −1,748−7.3% | Reduced |
| Strategic Financial Services, Inc, | 21,921 | $1.59M | 0.12% | −1,941−8.1% | Reduced |
| Profund Advisors LLC | 21,848 | $1.58M | 0.05% | +603+2.8% | Added |
| Wilen Investment Management Corp. | 21,916 | $1.58M | 1.20% | −750−3.3% | Reduced |
| Baxter Bros Inc | 21,431 | $1.55M | 0.23% | −229−1.1% | Reduced |
| Occudo Quantitative Strategies LP | 21,398 | $1.55M | 0.14% | −10,479−32.9% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.55M | 0.11% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,309 | $1.54M | 0.01% | −178,408−89.3% | Reduced |
| HBK Sorce Advisory LLC | 21,042 | $1.52M | 0.08% | +1,954+10.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $1.52M | 1.37% | +20,918 | New |
| Hartford Financial Management Inc. | 20,868 | $1.51M | 0.35% | +10.0% | Added |
| Koshinski Asset Management, Inc. | 20,765 | $1.50M | 0.12% | −1,100−5.0% | Reduced |
| First Nebraska Trust Co | 20,741 | $1.50M | 0.18% | −4,325−17.3% | Reduced |
| Quantamental Technologies LLC | 20,688 | $1.50M | 0.76% | +20,688 | New |
| XML Financial, LLC | 20,657 | $1.50M | 0.18% | +3,215+18.4% | Added |
| Cheviot Value Management, LLC | 20,353 | $1.48M | 0.35% | −126−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,070 | $1.46M | 0.02% | −310−1.5% | Reduced |
| Somerset Trust Co | 20,079 | $1.46M | 0.53% | +229+1.2% | Added |
| Greylin Investment Mangement Inc | 20,058 | $1.45M | 0.27% | −357−1.7% | Reduced |
| Wedbush Securities Inc | 19,935 | $1.44M | 0.06% | +1,138+6.1% | Added |
| Carret Asset Management, LLC | 19,908 | $1.44M | 0.16% | 00.0% | Unchanged |
| Nomura Holdings Inc | 19,905 | $1.44M | 0.01% | +817+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,712 | $1.43M | 0.03% | −181−0.9% | Reduced |
| Cardinal Capital Management | 19,575 | $1.42M | 0.28% | +419+2.2% | Added |
| TownSquare Capital, LLC | 19,571 | $1.42M | 0.04% | +1,115+6.0% | Added |
| Thrivent Financial for Lutherans | 19,206 | $1.39M | 0.00% | −32−0.2% | Reduced |
| Fernwood Investment Management, LLC | 19,180 | $1.39M | 0.45% | +71+0.4% | Added |
| Stratos Wealth Partners, LTD. | 19,126 | $1.39M | 0.03% | −918−4.6% | Reduced |
| Mattern Wealth Management LLC | 19,121 | $1.39M | 0.41% | +400+2.1% | Added |
| Salem Investment Counselors Inc | 18,745 | $1.36M | 0.05% | +14,915+389.4% | Added |
| Patten & Patten Inc | 18,671 | $1.35M | 0.09% | +1,318+7.6% | Added |
| apricus wealth, LLC | 18,600 | $1.35M | 1.20% | +18,600 | New |
| Auxier Asset Management | 18,362 | $1.33M | 0.21% | −50−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,343 | $1.33M | 0.05% | +10.0% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.33M | 0.17% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 18,256 | $1.32M | 0.23% | +150+0.8% | Added |
| OPSEU Pension Plan Trust Fund | 17,083 | $1.32M | 0.30% | +343+2.0% | Added |
| Icon Wealth Partners, LLC | 18,087 | $1.31M | 0.13% | −482−2.6% | Reduced |
| Tdam USA Inc. | 18,032 | $1.31M | 0.08% | −318−1.7% | Reduced |
| Citizens Business Bank | 17,955 | $1.30M | 0.16% | −15,745−46.7% | Reduced |
| Financial Counselors Inc | 17,897 | $1.30M | 0.03% | −990−5.2% | Reduced |
| Sonora Investment Management Group, LLC | 17,849 | $1.29M | 0.15% | +17,849 | New |
| Intrust Bank NA | 17,819 | $1.29M | 0.16% | +647+3.8% | Added |
| Ingalls & Snyder LLC | 17,790 | $1.29M | 0.06% | −1,700−8.7% | Reduced |
| Meixler Investment Management, Ltd. | 17,689 | $1.28M | 1.32% | +17,689 | New |
| Moser Wealth Advisors, LLC | 17,619 | $1.28M | 0.77% | −389−2.2% | Reduced |
| CFM Wealth Partners LLC | 16,827 | $1.27M | 0.28% | −234−1.4% | Reduced |
| Tiaa, FSB | 17,481 | $1.27M | 0.00% | −870−4.7% | Reduced |
| B. Riley Wealth Management, Inc. | 17,442 | $1.26M | 0.09% | +1,017+6.2% | Added |
| TD Private Client Wealth LLC | 17,223 | $1.25M | 0.05% | −6,350−26.9% | Reduced |
| Dowling & Yahnke LLC | 17,213 | $1.25M | 0.06% | −238−1.4% | Reduced |
| Bowling Portfolio Management LLC | 17,135 | $1.24M | 0.26% | −103−0.6% | Reduced |
| Advisor Partners LLC | 17,094 | $1.24M | 0.07% | +579+3.5% | Added |
| Mountain Capital Investment Advisors, Inc | 14,213 | $1.22M | 0.55% | +7,997+128.7% | Added |
| Northside Capital Management, LLC | 16,848 | $1.22M | 0.32% | 00.0% | Unchanged |
| Arvest Trust Co N A | 16,840 | $1.22M | 0.06% | +16,840 | New |
| Dynamic Advisor Solutions LLC | 16,823 | $1.22M | 0.09% | −204−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 16,820 | $1.22M | 0.06% | +4,910+41.2% | Added |
| Charter Trust Co | 16,789 | $1.22M | 0.10% | −3,480−17.2% | Reduced |
| Telemus Capital, LLC | 16,604 | $1.20M | 0.10% | −765−4.4% | Reduced |