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 |
|---|---|---|---|---|---|
| First Manhattan Co | 7,354 | $532.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 7,355 | $532.0K | 0.26% | +7,355 | New |
| Thomas White International Ltd | 7,300 | $529.0K | 0.08% | +1,350+22.7% | Added |
| IBM Retirement Fund | 7,292 | $528.0K | 0.07% | −5,118−41.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,239 | $525.0K | 0.03% | −2,254−23.7% | Reduced |
| ARGI Investment Services, LLC | 7,248 | $525.0K | 0.02% | −416−5.4% | Reduced |
| Peoples Bank | 7,230 | $524.0K | 0.26% | +650+9.9% | Added |
| Swiss Life Asset Management Ltd | 7,205 | $522.5K | 0.01% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 7,170 | $520.0K | 0.33% | +7,170 | New |
| Deseret Mutual Benefit Administrators | 7,099 | $514.0K | 0.09% | −259−3.5% | Reduced |
| Pluribus Labs, LLC | 7,094 | $514.0K | 0.54% | +7,094 | New |
| Aull & Monroe Investment Management Corp | 7,077 | $513.0K | 0.23% | −200−2.7% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $513.0K | 0.14% | 00.0% | Unchanged |
| Navalign, LLC | 7,086 | $513.0K | 0.20% | +27+0.4% | Added |
| Peoples Financial Services Corp. | 7,060 | $511.0K | 0.20% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,042 | $510.0K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,025 | $509.0K | 0.01% | −1,217−14.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $509.0K | 0.29% | −25−0.4% | Reduced |
| King Luther Capital Management Corp | 7,010 | $508.0K | 0.00% | −162−2.3% | Reduced |
| Cladis Investment Advisory, LLC | 6,989 | $506.4K | 0.41% | +6,989 | New |
| Birmingham Capital Management Co Inc | 6,989 | $506.0K | 0.18% | +1,708+32.3% | Added |
| Covington Capital Management | 6,958 | $504.0K | 0.02% | −278−3.8% | Reduced |
| Palisade Asset Management, LLC | 6,854 | $497.0K | 0.06% | −36−0.5% | Reduced |
| Patten Group, Inc. | 6,803 | $493.0K | 0.13% | +559+9.0% | Added |
| Chelsea Counsel Co | 6,804 | $493.0K | 0.21% | +6,804 | New |
| Baker Tilly Wealth Management, LLC | 6,748 | $489.0K | 0.05% | −486−6.7% | Reduced |
| Machina Capital S.A.S. | 6,736 | $488.0K | 1.18% | +3,500+108.2% | Added |
| Van Hulzen Asset Management, LLC | 6,715 | $487.0K | 0.05% | +6,715 | New |
| Allen Capital Group, LLC | 6,701 | $486.0K | 0.07% | +601+9.9% | Added |
| Retirement Group, LLC | 6,684 | $484.0K | 0.21% | +607+10.0% | Added |
| Empirical Finance, LLC | 6,675 | $484.0K | 0.06% | +1,227+22.5% | Added |
| Westwood Holdings Group Inc. | 6,676 | $484.0K | 0.00% | +1,315+24.5% | Added |
| American Portfolios Advisors | 6,667 | $483.1K | 0.02% | −20.0% | Reduced |
| Invst, LLC | 5,728 | $481.0K | 0.08% | +5,728 | New |
| Tocqueville Asset Management L.P. | 6,566 | $476.0K | 0.01% | +275+4.4% | Added |
| Weatherly Asset Management L. P. | 6,527 | $473.0K | 0.05% | −26−0.4% | Reduced |
| U S Global Investors Inc | 6,500 | $471.0K | 0.02% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $471.0K | 0.07% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 6,504 | $471.0K | 0.01% | +249+4.0% | Added |
| Carroll Financial Associates, Inc. | 6,450 | $469.0K | 0.02% | +238+3.8% | Added |
| Pacific Global Investment Management CO | 6,453 | $468.0K | 0.09% | −260−3.9% | Reduced |
| Westhampton Capital, LLC | 6,453 | $468.0K | 0.29% | +700+12.2% | Added |
| TD Waterhouse Canada Inc. | 5,844 | $467.1K | 0.00% | +5,844 | New |
| Sandy Spring Bank | 6,459 | $467.0K | 0.02% | −200−3.0% | Reduced |
| Childress Capital Advisors, LLC | 6,429 | $466.0K | 0.19% | +333+5.5% | Added |
| Wealth Alliance | 6,423 | $466.0K | 0.09% | +473+7.9% | Added |
| South Street Advisors LLC | 6,420 | $465.0K | 0.08% | 00.0% | Unchanged |
| Corsicana & Co. | 6,402 | $464.0K | 0.28% | +295+4.8% | Added |
| Adell Harriman & Carpenter Inc | 6,397 | $463.5K | 0.04% | −239−3.6% | Reduced |
| Benjamin Edwards Inc | 6,372 | $462.0K | 0.15% | +6,208+3,785.4% | Added |
| Forum Financial Management, LP | 6,382 | $462.0K | 0.02% | +6,382 | New |
| Coldstream Capital Management Inc | 6,366 | $461.0K | 0.01% | −27,126−81.0% | Reduced |
| Modera Wealth Management, LLC | 6,355 | $461.0K | 0.02% | +6,355 | New |
| Pensionfund DSM Netherlands | 6,300 | $456.0K | 0.05% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 6,203 | $449.0K | 0.29% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,174 | $447.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,165 | $447.0K | 0.03% | −475−7.2% | Reduced |
| Bradley Foster & Sargent Inc | 6,127 | $444.0K | 0.01% | +6,127 | New |
| Prelude Capital Management, LLC | 6,131 | $444.0K | 0.02% | +6,131 | New |
| RFG Advisory, LLC | 6,091 | $441.0K | 0.03% | −908−13.0% | Reduced |
| Ieq Capital, LLC | 6,077 | $440.0K | 0.01% | −760−11.1% | Reduced |
| Cullinan Associates Inc | 6,074 | $440.0K | 0.02% | +200+3.4% | Added |
| Westbourne Investment Advisors, Inc. | 6,066 | $440.0K | 0.17% | +1,685+38.5% | Added |
| Miracle Mile Advisors, LLC | 6,061 | $439.0K | 0.02% | −1,804−22.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $438.0K | 0.16% | +900+17.5% | Added |
| Csenge Advisory Group | 5,030 | $438.0K | 0.04% | +1,706+51.3% | Added |
| National Bank of Canada | 6,039 | $438.0K | 0.00% | +6,039 | New |
| Heck Capital Advisors, LLC | 6,021 | $436.3K | 0.08% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,019 | $436.0K | 0.01% | +659+12.3% | Added |
| Comerica Securities,inc. | 5,998 | $435.0K | 0.03% | −92−1.5% | Reduced |
| Veriti Management LLC | 5,984 | $434.0K | 0.06% | −397−6.2% | Reduced |
| Americana Partners, LLC | 5,967 | $432.0K | 0.08% | +5,967 | New |
| Flputnam Investment Management Co | 5,936 | $430.0K | 0.01% | −600−9.2% | Reduced |
| Atlas Private Wealth Management | 5,931 | $430.0K | 0.24% | −217−3.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,970 | $429.0K | 0.04% | +134+2.3% | Added |
| Argent Trust Co | 5,911 | $428.0K | 0.03% | −579−8.9% | Reduced |
| Roof Eidam & Maycock | 5,910 | $428.0K | 0.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,893 | $427.0K | 0.03% | +2,463+71.8% | Added |
| Fisher Asset Management, LLC | 5,846 | $424.0K | 0.00% | −131−2.2% | Reduced |
| Cresset Asset Management, LLC | 5,844 | $423.0K | 0.00% | −1,388−19.2% | Reduced |
| Bank Hapoalim BM | 5,842 | $423.0K | 0.04% | −1,259−17.7% | Reduced |
| Roberts Glore & Co Inc | 5,819 | $422.0K | 0.11% | +38+0.7% | Added |
| 1st Source Bank | 5,811 | $421.0K | 0.02% | +61+1.1% | Added |
| Clarius Group, LLC | 5,815 | $421.0K | 0.03% | +171+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,809 | $421.0K | 0.08% | +575+11.0% | Added |
| Mairs & Power Inc | 5,780 | $419.0K | 0.00% | −121−2.1% | Reduced |
| Private Trust Co NA | 5,780 | $419.0K | 0.06% | −94−1.6% | Reduced |
| Essex Savings Bank | 5,764 | $418.0K | 0.14% | −442−7.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,760 | $417.0K | 0.02% | −500−8.0% | Reduced |
| Magnetar Financial LLC | 5,759 | $417.0K | 0.00% | +5,759 | New |
| Savant Capital, LLC | 5,731 | $416.0K | 0.01% | +327+6.1% | Added |
| Clear Street Markets LLC | 5,746 | $416.0K | 0.04% | +2,446+74.1% | Added |
| Meristem Family Wealth, LLC | 5,698 | $413.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,695 | $413.0K | 0.02% | +167+3.0% | Added |
| Sunbelt Securities, Inc. | 4,643 | $412.0K | 0.07% | −5,079−52.2% | Reduced |
| Searle & Co. | 5,675 | $411.0K | 0.15% | +2,134+60.3% | Added |
| Asset Management Corp | 5,676 | $411.0K | 0.24% | +5,676 | New |
| Transcend Wealth Collective, LLC | 5,661 | $410.0K | 0.04% | +1,547+37.6% | Added |
| S.A. Mason LLC | 5,644 | $409.0K | 0.25% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,612 | $407.0K | 0.34% | −150−2.6% | Reduced |