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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 10,479 | $759.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,476 | $758.0K | 0.01% | −536−4.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,460 | $758.0K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 10,329 | $748.4K | 0.07% | +10,329 | New |
| Great Valley Advisor Group, Inc. | 10,288 | $745.0K | 0.05% | +2,948+40.2% | Added |
| HAP Trading, LLC | 10,227 | $741.0K | 0.05% | −1,622−13.7% | Reduced |
| Longfellow Investment Management Co LLC | 10,211 | $740.0K | 0.12% | +1,261+14.1% | Added |
| HB Wealth Management, LLC | 10,085 | $731.0K | 0.01% | +10,085 | New |
| Resources Management Corp | 9,995 | $724.0K | 0.09% | −535−5.1% | Reduced |
| Haverford Trust Co | 9,982 | $723.0K | 0.01% | −3,175−24.1% | Reduced |
| Stillwater Investment Management, LLC | 9,963 | $722.0K | 0.18% | +127+1.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 9,870 | $715.0K | 0.07% | +9,870 | New |
| Cigna Investments Inc | 9,831 | $713.0K | 0.06% | −3,624−26.9% | Reduced |
| Heron Financial Group, LLC | 8,053 | $706.0K | 0.38% | −823−9.3% | Reduced |
| Investors Research Corp | 9,723 | $705.0K | 0.21% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 9,694 | $702.0K | 0.10% | −1,095−10.1% | Reduced |
| Energy Opportunities Capital Management, LLC | 9,500 | $688.0K | 2.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,435 | $683.7K | 0.01% | +49+0.5% | Added |
| Nwam LLC | 9,406 | $682.0K | 0.05% | −7,512−44.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,408 | $682.0K | 0.15% | +3,169+50.8% | Added |
| Gries Financial LLC | 9,353 | $678.0K | 0.28% | +9,353 | New |
| Citizens National Bank Trust Department | 9,296 | $674.0K | 0.26% | −12,715−57.8% | Reduced |
| First National Bank & Trust Co of Newtown | 9,290 | $673.0K | 0.13% | −362−3.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,264 | $671.0K | 0.09% | −425−4.4% | Reduced |
| IndexIQ Advisors LLC | 9,214 | $668.0K | 0.02% | −13−0.1% | Reduced |
| Jacobi Capital Management LLC | 9,208 | $668.0K | 0.08% | +119+1.3% | Added |
| Delta Financial Advisors LLC | 9,203 | $667.0K | 0.27% | +20.0% | Added |
| First National Trust Co | 9,147 | $663.0K | 0.03% | −993−9.8% | Reduced |
| Dearborn Partners LLC | 9,144 | $663.0K | 0.02% | +1,724+23.2% | Added |
| Orleans Capital Management Corp | 9,095 | $659.0K | 0.37% | −14,200−61.0% | Reduced |
| Citizens Financial Group Inc | 9,077 | $658.0K | 0.02% | +9,077 | New |
| Rowland & Co Investment Counsel | 9,056 | $656.2K | 0.15% | +5,404+148.0% | Added |
| NN Investment Partners Holdings N.V. | 9,019 | $654.0K | 0.00% | −91,700−91.0% | Reduced |
| Valeo Financial Advisors, LLC | 9,003 | $652.0K | 0.04% | +165+1.9% | Added |
| Caldwell Trust Co | 8,908 | $645.5K | 0.07% | −82−0.9% | Reduced |
| Karpas Strategies, LLC | 8,903 | $645.0K | 0.21% | +1,641+22.6% | Added |
| Islay Capital Management, LLC | 8,877 | $643.0K | 0.49% | 00.0% | Unchanged |
| Astrantus Ltd | 8,815 | $639.0K | 0.48% | +8,815 | New |
| Doheny Asset Management | 8,804 | $638.0K | 0.45% | −3,668−29.4% | Reduced |
| Bank of Hawaii | 8,768 | $635.0K | 0.03% | −38−0.4% | Reduced |
| CoreCommodity Management, LLC | 8,761 | $635.0K | 0.17% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 8,758 | $635.0K | 0.13% | +176+2.1% | Added |
| Econ Financial Services Corp | 8,206 | $632.0K | 0.48% | +8,206 | New |
| Summit Financial, LLC | 8,718 | $631.7K | 0.05% | +2,520+40.7% | Added |
| Mystic Asset Management, Inc. | 8,719 | $631.0K | 0.30% | +8,719 | New |
| Tiedemann Advisors, LLC | 8,669 | $628.0K | 0.03% | −487−5.3% | Reduced |
| North Star Investment Management Corp. | 8,543 | $619.0K | 0.04% | +40.0% | Added |
| Wealthsource Partners, LLC | 8,523 | $618.0K | 0.05% | −42−0.5% | Reduced |
| Diversified Trust Co | 8,530 | $618.0K | 0.02% | +8,530 | New |
| Vise Technologies, Inc. | 8,517 | $617.0K | 0.17% | +8,517 | New |
| Adirondack Trust Co | 8,507 | $616.0K | 0.29% | −218−2.5% | Reduced |
| Doman Group, LLC | 8,464 | $613.0K | 0.54% | +8,464 | New |
| Beacon Pointe Advisors, LLC | 8,443 | $612.0K | 0.02% | +2,735+47.9% | Added |
| Avidian Wealth Solutions, LLC | 8,429 | $611.0K | 0.04% | +2,130+33.8% | Added |
| Edge Capital Group, LLC | 8,400 | $609.0K | 0.04% | 00.0% | Unchanged |
| American Trust | 8,401 | $608.0K | 0.05% | +8,401 | New |
| BerganKDV Wealth Management, LLC | 8,302 | $602.0K | 0.06% | −316−3.7% | Reduced |
| Intrua Financial, LLC | 8,251 | $598.0K | 0.11% | +1,103+15.4% | Added |
| Baker Ellis Asset Management LLC | 8,220 | $596.0K | 0.11% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 8,191 | $594.0K | 0.14% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 8,167 | $592.0K | 0.09% | +8,167 | New |
| Centaurus Financial, Inc. | 8,136 | $590.0K | 0.04% | −636−7.3% | Reduced |
| Verdence Capital Advisors LLC | 8,148 | $590.0K | 0.07% | −16−0.2% | Reduced |
| Ferris Capital, LLC | 8,125 | $589.0K | 0.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,085 | $586.0K | 0.31% | −255−3.1% | Reduced |
| Linscomb & Williams, Inc. | 7,961 | $577.0K | 0.03% | +938+13.4% | Added |
| TD Ameritrade Investment Management, LLC | 7,962 | $577.0K | 0.00% | +7,962 | New |
| Echo Street Capital Management LLC | 7,934 | $575.0K | 0.00% | −2,971−27.2% | Reduced |
| Drive Wealth Management, LLC | 7,920 | $574.0K | 0.50% | +7,920 | New |
| Finivi Inc. | 7,912 | $573.4K | 0.61% | +7,912 | New |
| Bank Ozk | 7,890 | $571.0K | 0.23% | +651+9.0% | Added |
| Gamco Investors, Inc. Et Al | 7,855 | $569.0K | 0.00% | −600−7.1% | Reduced |
| WealthTrust Axiom LLC | 7,812 | $566.0K | 0.18% | −126−1.6% | Reduced |
| JustInvest LLC | 7,797 | $565.0K | 0.03% | +3,104+66.1% | Added |
| Walleye Trading LLC | 7,793 | $565.0K | 0.01% | +7,793 | New |
| Prospera Financial Services Inc | 7,782 | $564.0K | 0.02% | +1,482+23.5% | Added |
| Independent Advisor Alliance | 7,766 | $563.0K | 0.03% | +578+8.0% | Added |
| Bull Street Advisors, LLC | 7,751 | $562.0K | 0.27% | −400−4.9% | Reduced |
| Boenning & Scattergood, Inc. | 7,709 | $559.0K | 0.09% | −60−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 7,715 | $559.0K | 0.07% | +1,563+25.4% | Added |
| Banque Cantonale Vaudoise | 7,702 | $558.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,681 | $557.0K | 0.06% | −576−7.0% | Reduced |
| Belpointe Asset Management LLC | 7,684 | $557.0K | 0.03% | +2,566+50.1% | Added |
| Fiduciary Group LLC | 7,604 | $551.0K | 0.06% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 7,605 | $551.0K | 0.15% | −147−1.9% | Reduced |
| Massmutual Trust Co FSB | 7,609 | $551.0K | 0.02% | +5,273+225.7% | Added |
| Syntax Advisors, LLC | 7,605 | $551.0K | 0.41% | +7,605 | New |
| Institute for Wealth Management, LLC. | 7,595 | $550.0K | 0.09% | −149−1.9% | Reduced |
| AMG National Trust Bank | 7,576 | $549.0K | 0.02% | +172+2.3% | Added |
| Greenleaf Trust | 7,487 | $543.0K | 0.01% | +163+2.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,499 | $543.0K | 0.35% | +200+2.7% | Added |
| True North Advisors, LLC | 7,483 | $542.0K | 0.09% | +732+10.8% | Added |
| Independent Financial Group, LLC | 7,473 | $541.5K | 0.04% | −5,538−42.6% | Reduced |
| Cypress Capital Management LLC | 7,466 | $541.0K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,466 | $541.0K | 0.08% | +7,466 | New |
| Peapack Gladstone Financial Corp | 7,444 | $540.0K | 0.01% | −723−8.9% | Reduced |
| Glenview Trust Co | 7,377 | $534.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,360 | $534.0K | 0.18% | +2,475+50.7% | Added |
| Columbia Trust Co 01012016 | 7,610 | $533.0K | 0.28% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,352 | $532.0K | 0.02% | −24,969−77.3% | Reduced |