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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 16,616 | $1.20M | 0.00% | +16,616 | New |
| Cobblestone Capital Advisors LLC | 16,292 | $1.18M | 0.08% | +16,292 | New |
| Everett Harris & Co | 16,258 | $1.18M | 0.02% | −84−0.5% | Reduced |
| Tower Bridge Advisors | 16,072 | $1.16M | 0.07% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 16,036 | $1.16M | 0.08% | +2,980+22.8% | Added |
| Cetera Advisors LLC | 16,017 | $1.16M | 0.02% | −1,459−8.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 15,986 | $1.16M | 0.34% | −1,333−7.7% | Reduced |
| Basepoint Wealth LLC | 15,876 | $1.15M | 1.13% | +15,876 | New |
| Nikko Asset Management Americas, Inc. | 15,784 | $1.15M | 0.01% | −1,860−10.5% | Reduced |
| Bailard, Inc. | 15,784 | $1.14M | 0.04% | −38−0.2% | Reduced |
| Bessemer Group Inc | 15,591 | $1.13M | 0.00% | +3,377+27.6% | Added |
| Harbour Investment Management LLC | 15,577 | $1.13M | 0.51% | +112+0.7% | Added |
| CWM, LLC | 15,577 | $1.13M | 0.01% | +15,577 | New |
| Synovus Financial Corp | 15,469 | $1.13M | 0.01% | +952+6.6% | Added |
| Laird Norton Trust Company, LLC | 15,371 | $1.11M | 0.10% | −1,665−9.8% | Reduced |
| Armor Investment Advisors, LLC | 15,289 | $1.11M | 0.62% | +1,586+11.6% | Added |
| SG3 Management, LLC | 15,000 | $1.09M | 0.11% | −6,000−28.6% | Reduced |
| Teamwork Financial Advisors, LLC | 14,987 | $1.09M | 0.20% | +14,987 | New |
| Cetera Investment Advisers | 14,905 | $1.08M | 0.02% | +1,801+13.7% | Added |
| Engineers Gate Manager LP | 14,880 | $1.08M | 0.05% | +5,130+52.6% | Added |
| Stevens Capital Management LP | 14,480 | $1.05M | 0.24% | +7,732+114.6% | Added |
| Strategic Advisors LLC | 14,476 | $1.05M | 0.15% | −963−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,299 | $1.04M | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 14,208 | $1.03M | 0.04% | +14,208 | New |
| Confluence Wealth Services, Inc. | 14,211 | $1.03M | 0.33% | +14,211 | New |
| Cowa, LLC | 13,634 | $1.02M | 0.52% | −548−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 14,021 | $1.02M | 0.08% | −126−0.9% | Reduced |
| Hancock Whitney Corp | 13,976 | $1.01M | 0.03% | −79−0.6% | Reduced |
| Guardian Wealth Management, Inc. | 13,986 | $1.01M | 0.98% | +13,986 | New |
| Hodges Capital Management Inc. | 13,968 | $1.01M | 0.07% | +13,968 | New |
| Logan Capital Management Inc | 13,889 | $1.01M | 0.04% | −100−0.7% | Reduced |
| Apollon Wealth Management, LLC | 13,780 | $999.0K | 0.08% | +8,668+169.6% | Added |
| Terry L. Blaker | 13,775 | $998.0K | 0.08% | −3,434−20.0% | Reduced |
| Cypress Capital Group | 13,745 | $996.0K | 0.12% | +1,047+8.2% | Added |
| AQR Capital Management LLC | 13,650 | $989.0K | 0.00% | +5,545+68.4% | Added |
| MAI Capital Management | 13,634 | $988.0K | 0.02% | +2,005+17.2% | Added |
| Lee Danner & Bass Inc | 13,617 | $987.0K | 0.08% | −2,189−13.8% | Reduced |
| First Hawaiian Bank | 13,606 | $986.0K | 0.03% | −2,168−13.7% | Reduced |
| Bartlett & Co. LLC | 13,603 | $986.0K | 0.02% | −302−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,603 | $985.7K | 0.02% | −302−2.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,580 | $984.0K | 0.43% | +200+1.5% | Added |
| Moors & Cabot, Inc. | 13,390 | $970.0K | 0.06% | −4,584−25.5% | Reduced |
| Community Bank, N.A. | 13,359 | $968.0K | 0.11% | −158−1.2% | Reduced |
| Exeter Financial, LLC | 11,500 | $964.0K | 0.53% | −300−2.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 13,250 | $960.0K | 0.18% | +709+5.7% | Added |
| Evercore Wealth Management, LLC | 13,190 | $956.0K | 0.02% | −200−1.5% | Reduced |
| Mather Group, LLC. | 13,176 | $955.0K | 0.02% | −493−3.6% | Reduced |
| Ontario Teachers Pension Plan Board | 13,131 | $951.0K | 0.01% | +8,050+158.4% | Added |
| Lowe Brockenbrough & Co Inc | 13,079 | $948.0K | 0.07% | −30−0.2% | Reduced |
| Palladium Partners LLC | 12,942 | $938.0K | 0.04% | −112−0.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,861 | $932.0K | 0.60% | +129+1.0% | Added |
| Welch & Forbes LLC | 12,746 | $923.0K | 0.01% | +5,497+75.8% | Added |
| Parallel Advisors, LLC | 12,720 | $922.0K | 0.03% | −732−5.4% | Reduced |
| Bangor Savings Bank | 12,681 | $919.0K | 0.09% | +47+0.4% | Added |
| Ar Asset Management Inc | 12,600 | $913.0K | 0.23% | 00.0% | Unchanged |
| BBR Partners, LLC | 12,572 | $911.0K | 0.11% | 00.0% | Unchanged |
| Hoylecohen, LLC | 12,499 | $906.0K | 0.08% | −152−1.2% | Reduced |
| Bristol John W & Co Inc | 12,500 | $906.0K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 12,498 | $906.0K | 0.07% | +568+4.8% | Added |
| Verition Fund Management LLC | 12,476 | $904.0K | 0.01% | +4,596+58.3% | Added |
| Fruth Investment Management | 12,445 | $901.0K | 0.25% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12,418 | $900.0K | 0.30% | −138−1.1% | Reduced |
| Barry Investment Advisors, LLC | 12,313 | $892.0K | 0.24% | −50−0.4% | Reduced |
| Guyasuta Investment Advisors Inc | 12,160 | $881.0K | 0.06% | −405−3.2% | Reduced |
| National Asset Management, Inc. | 12,020 | $872.0K | 0.03% | +907+8.2% | Added |
| Smith, Moore & Co. | 11,929 | $864.0K | 0.12% | +160+1.4% | Added |
| South State Corp. | 11,856 | $859.0K | 0.07% | +481+4.2% | Added |
| Inscription Capital, LLC | 11,835 | $858.0K | 0.23% | +1,067+9.9% | Added |
| Resource Management, LLC | 11,801 | $855.0K | 0.09% | −494−4.0% | Reduced |
| Boston Trust Walden Corp | 11,793 | $855.0K | 0.01% | −375−3.1% | Reduced |
| Sigma Planning Corp | 11,791 | $854.0K | 0.02% | −21−0.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,498 | $853.0K | 0.04% | +11,498 | New |
| Stephens Inc | 11,756 | $852.0K | 0.01% | +771+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,746 | $851.0K | 0.08% | +215+1.9% | Added |
| Pavion Blue Capital, LLC | 11,717 | $849.0K | 0.49% | −121−1.0% | Reduced |
| Marion Wealth Management | 11,720 | $849.0K | 0.40% | +11,720 | New |
| Silvant Capital Management LLC | 11,687 | $847.0K | 0.14% | −691−5.6% | Reduced |
| First Quadrant L P | 11,685 | $847.0K | 0.09% | 00.0% | Unchanged |
| DCM Advisors, LLC | 11,663 | $845.0K | 0.25% | +2,691+30.0% | Added |
| Greytown Advisors Inc. | 11,602 | $841.0K | 0.36% | −847−6.8% | Reduced |
| Arkadios Wealth Advisors | 11,519 | $835.0K | 0.11% | +3,659+46.6% | Added |
| Kesler, Norman & Wride, LLC | 11,515 | $834.0K | 0.18% | +227+2.0% | Added |
| Clearbridge Investments, LLC | 11,486 | $832.0K | 0.00% | −2,320−16.8% | Reduced |
| Paragon Capital Management LLC | 11,324 | $821.0K | 0.41% | +145+1.3% | Added |
| Parcion Private Wealth LLC | 9,218 | $815.0K | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 11,082 | $803.0K | 0.39% | −728−6.2% | Reduced |
| Silvercrest Asset Management Group LLC | 11,062 | $801.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 11,046 | $800.0K | 0.02% | −235−2.1% | Reduced |
| Fiduciary Trust Co | 11,038 | $799.0K | 0.01% | −1,174−9.6% | Reduced |
| Spire Wealth Management | 10,929 | $792.0K | 0.02% | −589−5.1% | Reduced |
| Bragg Financial Advisors, Inc | 11,278 | $790.0K | 0.05% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 10,895 | $789.0K | 0.38% | +975+9.8% | Added |
| 17 Capital Partners, LLC | 10,815 | $784.0K | 0.71% | −247−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 10,811 | $783.0K | 0.04% | +1,220+12.7% | Added |
| Buckingham Strategic Wealth, LLC | 10,760 | $780.0K | 0.02% | +2,361+28.1% | Added |
| Prudential PLC | 10,723 | $777.0K | 0.01% | +10,723 | New |
| Wetherby Asset Management Inc | 10,606 | $769.0K | 0.04% | +1,136+12.0% | Added |
| Hudson Valley Investment Advisors Inc | 10,510 | $762.0K | 0.12% | −75−0.7% | Reduced |
| Lincoln National Corp | 10,509 | $762.0K | 0.02% | +152+1.5% | Added |
| YHB Investment Advisors, Inc. | 10,496 | $761.0K | 0.06% | +559+5.6% | Added |