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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 5,616 | $407.0K | 0.01% | +554+10.9% | Added |
| FRG Family Wealth Advisors LLC | 5,603 | $406.0K | 0.08% | −413−6.9% | Reduced |
| SCP Investment, LP | 5,600 | $406.0K | 0.13% | +5,600 | New |
| Weik Capital Management | 5,590 | $405.0K | 0.15% | −2,900−34.2% | Reduced |
| Vaughan David Investments LLC | 5,586 | $405.0K | 0.01% | +85+1.5% | Added |
| Excalibur Management Corp | 5,565 | $403.0K | 0.16% | +553+11.0% | Added |
| Regent Investment Management LLC | 5,542 | $402.0K | 0.09% | −435−7.3% | Reduced |
| Ambassador Advisors, LLC | 5,525 | $400.0K | 0.08% | +803+17.0% | Added |
| Bivin & Associates, Inc. | 5,520 | $400.0K | 0.35% | +5,520 | New |
| Outfitter Financial LLC | 5,500 | $399.0K | 0.29% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,507 | $399.0K | 0.11% | +534+10.7% | Added |
| Enhancing Capital LLC | 5,500 | $399.0K | 0.43% | +5,500 | New |
| Weaver Consulting Group | 5,499 | $398.0K | 0.19% | +50+0.9% | Added |
| Manchester Capital Management LLC | 5,458 | $395.0K | 0.05% | +399+7.9% | Added |
| Your Advocates Ltd., LLP | 5,425 | $393.0K | 0.22% | −31−0.6% | Reduced |
| Vestcor Inc | 5,406 | $392.0K | 0.01% | −1,047−16.2% | Reduced |
| Garrison Point Advisors, LLC | 5,405 | $392.0K | 0.26% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 5,381 | $390.0K | 0.03% | −253−4.5% | Reduced |
| Transform Wealth, LLC | 5,351 | $388.0K | 0.04% | −890−14.3% | Reduced |
| Bennicas & Associates, Inc. | 5,358 | $388.0K | 0.20% | −50−0.9% | Reduced |
| Allstate Corp | 5,332 | $386.0K | 0.01% | +408+8.3% | Added |
| Rosenberg Matthew Hamilton | 5,308 | $385.0K | 0.14% | −51−1.0% | Reduced |
| Epoch Investment Partners, Inc. | 5,300 | $384.0K | 0.00% | −924,918−99.4% | Reduced |
| Trust Co of Toledo NA | 5,303 | $384.0K | 0.06% | 00.0% | Unchanged |
| Colony Group LLC | 5,286 | $383.0K | 0.01% | +71+1.4% | Added |
| Engrave Wealth Partners LLC | 5,283 | $383.0K | 0.11% | +5,283 | New |
| Brandywine Oak Private Wealth LLC | 5,283 | $382.0K | 0.04% | −81−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 5,241 | $380.0K | 0.06% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 4,419 | $380.0K | 0.03% | −436−9.0% | Reduced |
| Wahed Invest LLC | 5,242 | $380.0K | 0.21% | +5,242 | New |
| Eastern Bank | 5,212 | $378.0K | 0.02% | −101,893−95.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,214 | $378.0K | 0.02% | +290+5.9% | Added |
| Altium Wealth Management LLC | 5,197 | $377.0K | 0.02% | −856−14.1% | Reduced |
| Hanson & Doremus Investment Management | 5,197 | $377.0K | 0.08% | −119−2.2% | Reduced |
| Avaii Wealth Management, LLC | 5,205 | $377.0K | 0.38% | +5,205 | New |
| Capstone Triton Financial Group, LLC | 5,171 | $375.0K | 0.76% | +150+3.0% | Added |
| Miller Howard Investments Inc | 5,173 | $375.0K | 0.01% | −112−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 5,179 | $375.0K | 0.04% | +64+1.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,149 | $373.1K | 0.05% | +5+0.1% | Added |
| Conning Inc. | 5,147 | $373.0K | 0.01% | −387−7.0% | Reduced |
| Probity Advisors, Inc. | 5,096 | $369.0K | 0.07% | +672+15.2% | Added |
| Teza Capital Management LLC | 5,094 | $369.0K | 0.10% | +5,094 | New |
| O'Shaughnessy Asset Management, LLC | 5,073 | $368.0K | 0.01% | −5,732−53.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,076 | $368.0K | 0.01% | −100−1.9% | Reduced |
| Vanguard Capital Wealth Advisors | 5,084 | $368.0K | 0.26% | +2,114+71.2% | Added |
| Checchi Capital Advisers, LLC | 5,075 | $368.0K | 0.04% | +1,622+47.0% | Added |
| Ausdal Financial Partners, Inc. | 5,058 | $367.0K | 0.05% | −142−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,070 | $367.0K | 0.08% | 00.0% | Unchanged |
| Valley Brook Capital Group | 5,054 | $366.0K | 0.32% | +102+2.1% | Added |
| First Midwest Bank Trust Division | 5,050 | $366.0K | 0.05% | +533+11.8% | Added |
| Inlet Private Wealth, LLC | 5,026 | $364.0K | 0.09% | +26+0.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,027 | $364.0K | 0.02% | +5,027 | New |
| Cape Cod Five Cents Savings Bank | 4,992 | $362.0K | 0.03% | −307−5.8% | Reduced |
| Intrinsic Value Partners, LLC | 4,991 | $362.0K | 0.39% | +4,991 | New |
| J. W. Coons Advisors, LLC | 4,967 | $360.0K | 0.11% | −12−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 4,952 | $359.0K | 0.01% | −67−1.3% | Reduced |
| Tennessee Valley Asset Management Partners | 4,927 | $357.0K | 0.12% | +316+6.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,916 | $356.0K | 0.00% | −800−14.0% | Reduced |
| Whittier Trust Co | 4,913 | $355.0K | 0.01% | +893+22.2% | Added |
| Hexagon Capital Partners LLC | 4,845 | $351.0K | 0.09% | +2,485+105.3% | Added |
| Coastline Trust Co | 4,839 | $350.0K | 0.04% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 4,816 | $349.0K | 0.01% | −63−1.3% | Reduced |
| Aldebaran Financial Inc. | 4,815 | $349.0K | 0.27% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,613 | $349.0K | 0.10% | +210+4.8% | Added |
| Petrus Trust Company, LTA | 4,808 | $348.0K | 0.04% | −633−11.6% | Reduced |
| Grace Capital | 4,800 | $348.0K | 0.21% | +3,850+405.3% | Added |
| Successful Portfolios LLC | 4,793 | $347.0K | 0.19% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 4,784 | $346.0K | 0.04% | +1,915+66.7% | Added |
| Freestone Capital Holdings, LLC | 4,764 | $345.0K | 0.01% | −11−0.2% | Reduced |
| AdvisorNet Financial, Inc | 4,754 | $344.0K | 0.02% | −1,104−18.8% | Reduced |
| WP Advisors, LLC | 4,727 | $343.0K | 0.14% | +60+1.3% | Added |
| Seeyond | 4,735 | $343.0K | 0.03% | +3,220+212.5% | Added |
| Oak Thistle LLC | 4,726 | $343.0K | 0.27% | +4,726 | New |
| Washington Trust Co | 4,729 | $342.0K | 0.01% | +34+0.7% | Added |
| Access Financial Services, Inc. | 4,714 | $342.0K | 0.15% | +4,714 | New |
| Signaturefd, LLC | 4,703 | $341.0K | 0.01% | +989+26.6% | Added |
| Compton Capital Management Inc | 4,675 | $339.0K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,657 | $337.0K | 0.02% | +917+24.5% | Added |
| Mill Capital Management, LLC | 4,647 | $337.0K | 0.03% | +4,647 | New |
| HYA Advisors, Inc | 4,624 | $335.0K | 0.12% | −24−0.5% | Reduced |
| Roman Butler Fullerton & Co | 4,604 | $334.0K | 0.15% | −1,246−21.3% | Reduced |
| Siemens Fonds Invest GmbH | 4,609 | $334.0K | 0.02% | −17−0.4% | Reduced |
| Evergreen Capital Management LLC | 4,601 | $333.0K | 0.01% | +9+0.2% | Added |
| Whitener Capital Management, Inc. | 4,607 | $333.0K | 0.12% | +837+22.2% | Added |
| Personal Cfo Solutions, LLC | 4,568 | $331.0K | 0.06% | +4,568 | New |
| Valmark Advisers, Inc. | 4,549 | $330.0K | 0.01% | −495−9.8% | Reduced |
| Means Investment Co., Inc. | 4,560 | $330.0K | 0.06% | +6+0.1% | Added |
| Riverwater Partners LLC | 4,549 | $330.0K | 0.29% | +4,549 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,517 | $327.0K | 0.03% | −307−6.4% | Reduced |
| Estabrook Capital Management | 4,505 | $326.4K | 0.05% | +870+23.9% | Added |
| Cary Street Partner Investment Advisory LLC | 4,496 | $326.0K | 0.09% | +140+3.2% | Added |
| Boothbay Fund Management, LLC | 4,496 | $326.0K | 0.01% | +4,496 | New |
| Pitcairn Co | 4,491 | $325.0K | 0.02% | −57−1.3% | Reduced |
| Centiva Capital, LP | 4,471 | $324.0K | 0.02% | −5,503−55.2% | Reduced |
| CIBC World Markets Inc. | 4,470 | $324.0K | 0.00% | +1,368+44.1% | Added |
| Busey Wealth Management | 4,463 | $323.0K | 0.01% | −2,987−40.1% | Reduced |
| Jmac Enterprises LLC | 3,635 | $321.0K | 0.08% | +3,635 | New |
| Crescent Capital Consulting, LLC | 4,392 | $319.0K | 0.05% | +10+0.2% | Added |
| Spinnaker Investment Group, LLC | 3,630 | $317.0K | 0.11% | +3,630 | New |
| Austin Private Wealth, LLC | 4,366 | $316.0K | 0.06% | −103−2.3% | Reduced |