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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).

Q1 2022 vs. Q4 2021

How the institutions holding Phillips 66 changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of PSX: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,358181,451+111
Shares305.9M229.0K337.6M+31.9M (+10.4%)
Value$22.2B$16.6M$29.1B+$6.94B (+31.3%)

18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (208)

Institutions that held Phillips 66 at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 208 by value.

Institutions new to PSX in Q1 2022
InstitutionSharesValue% of portfolio
First Reserve GP XIII Ltd2,145,678$185.4M100.00%
Chickasaw Capital Management LLC684,031$59.1M2.61%
Castle Hook Partners LP518,282$44.8M4.36%
Payden & Rygel400,000$34.6M1.74%
Alberta Investment Management Corp337,969$29.2M0.17%
J. Goldman & Co LP307,624$26.6M2.00%
Infrastructure Capital Advisors, LLC284,824$24.6M3.66%
Artemis Investment Management LLP280,480$24.2M0.20%
Blackstone Group Inc.191,378$16.5M0.04%
Twinbeech Capital LP136,816$11.8M0.52%
Man Group plc124,492$10.8M0.04%
F&V Capital Management, LLC117,400$10.1M3.07%
Amalgamated Financial Corp.117,332$10.1M0.08%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office113,335$9.79M0.45%
Bornite Capital Management LP100,000$8.64M2.64%
Tortoise Capital Advisors, L.L.C.94,114$8.13M0.11%
Caas Capital Management LP89,967$7.77M1.37%
L & S Advisors Inc85,857$7.42M0.88%
Fractal Investments LLC82,620$7.14M2.10%
Thomist Capital Management, LP80,000$6.91M3.67%
Fort Point Capital Partners LLC71,619$6.19M0.94%
Country Club Bank62,255$5.44M0.47%
Alley Investment Management Company, LLC58,988$5.10M0.84%
Berger Financial Group, Inc55,020$4.75M0.60%
Arkfeld Wealth Strategies, L.L.C.56,497$4.63M2.99%
Grantham, Mayo, Van Otterloo & Co. LLC52,116$4.50M0.02%
Duality Advisers, LP48,082$4.15M0.45%
Intact Investment Management Inc.44,700$3.86M0.10%
Sovereign Investment Advisors, LLC42,129$3.64M1.43%
PDT Partners, LLC41,956$3.63M0.31%
Texas Yale Capital Corp.41,643$3.60M0.20%
Weiss Multi-Strategy Advisers LLC39,819$3.44M0.08%
Employees Provident Fund Board38,729$3.35M0.06%
Strategic Global Advisors, LLC36,669$3.17M0.46%
McDonald Partners LLC35,891$3.10M0.68%
Y-Intercept (Hong Kong) Ltd33,616$2.90M0.66%
Regency Capital Management Inc.32,503$2.81M2.04%
Beck Bode, LLC31,984$2.76M0.62%
Wealth Advisory Solutions, LLC30,723$2.65M0.55%
HRT Financial LP30,349$2.62M0.02%
Atria Wealth Solutions, Inc.30,125$2.60M0.04%
LexAurum Advisors, LLC28,359$2.45M0.80%
Yaupon Capital Management LP28,171$2.43M1.32%
Taika Capital, LP25,100$2.17M1.09%
Myriad Asset Management Ltd.24,600$2.13M0.31%
Concentric Capital Strategies, LP23,500$2.03M0.77%
Omers Administration Corp22,800$1.97M0.03%
Quantitative Investment Management, LLC21,708$1.88M0.20%
David J Yvars Group20,147$1.74M1.21%
Keystone Wealth Services, LLC19,113$1.65M0.65%
Shay Capital LLC19,068$1.65M0.59%
Campbell & CO Investment Adviser LLC18,827$1.63M0.44%
CSS LLC18,712$1.62M0.07%
Convergence Investment Partners, LLC17,812$1.54M0.79%
Corton Capital Inc.17,637$1.52M0.66%
TBH Global Asset Management, LLC16,746$1.45M0.31%
Meeder Asset Management Inc16,678$1.44M0.07%
Steel Peak Wealth Management LLC12,813$1.11M0.07%
Delphia (USA) Inc.12,634$1.09M0.82%
Two Sigma Securities, LLC12,102$1.04M0.15%
Park Circle Co12,000$1.04M0.87%
Qtron Investments LLC11,844$1.02M0.23%
WBI Investments11,025$952.0K0.15%
Aquila Investment Management LLC11,000$950.0K0.54%
Bayesian Capital Management, LP11,000$950.0K0.14%
Anson Funds Management LP10,000$864.0K0.12%
AlphaStar Capital Management, LLC9,734$841.0K0.07%
Eudaimonia Partners, LLC9,500$821.0K0.14%
Martingale Asset Management L P9,480$819.0K0.01%
Castleark Management LLC8,648$747.0K0.03%
Covenant Partners, LLC8,580$741.0K0.30%
Graham Capital Management, L.P.8,384$724.0K0.03%
Hennessy Advisors Inc8,100$700.0K0.04%
ICA Group Wealth Management, LLC6,156$653.0K0.12%
Eqis Capital Management, Inc.7,271$628.0K0.06%
San Luis Wealth Advisors LLC7,937$575.0K0.28%
HighTower Trust Services, LTA6,606$571.0K0.05%
Pendal Group Limited6,445$557.0K0.00%
American Financial Group Inc6,250$540.0K0.16%
MCF Advisors LLC5,947$514.0K0.05%
Allen Mooney & Barnes Investment Advisors LLC5,902$509.9K0.11%
Groesbeck Investment Management Corp5,751$496.0K0.56%
Duff & Phelps Investment Management Co5,675$490.0K0.01%
Sandia Investment Management LP5,600$484.0K0.07%
Arrow Investment Advisors, LLC5,462$472.0K0.35%
Essex Financial Services, Inc.4,928$426.0K0.04%
Ballentine Partners, LLC4,859$420.0K0.01%
ARS Investment Partners, LLC4,850$419.0K0.04%
Mirabella Financial Services LLP4,794$414.0K0.05%
Williams Jones Wealth Management, LLC.4,513$390.0K0.01%
Strategy Asset Managers LLC4,466$386.0K0.08%
Woodmont Investment Counsel LLC4,412$381.0K0.04%
Crescent Grove Advisors, LLC4,382$379.0K0.04%
Integrated Wealth Concepts LLC4,210$364.0K0.01%
Aaron Wealth Advisors31,445$364.0K0.01%
Cumberland Partners Ltd3,995$346.0K0.03%
Fund Management at Engine No. 1 LLC3,960$342.0K0.09%
Money Concepts Capital Corp3,927$339.0K0.02%
Next Capital Management LLC3,904$337.0K0.23%
IHT Wealth Management, LLC3,705$320.0K0.02%

Sold out (97)

Institutions that held Phillips 66 at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of PSX in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Encompass Capital Advisors LLC200,396$14.5M
Tudor Investment Corp Et Al142,226$10.3M
Advisors Asset Management, Inc.118,478$8.58M
Voloridge Investment Management, LLC111,192$8.06M
Greenwood Capital Associates LLC84,590$6.13M
Walleye Capital LLC76,479$5.54M
Dynamic Technology Lab Private Ltd71,001$5.14M
Point72 Hong Kong Ltd47,526$3.44M
Fluent Financial, LLC42,886$3.11M
Invenomic Capital Management LP37,214$2.70M
PEAK6 Investments LLC34,435$2.50M
Virtu Financial LLC32,493$2.35M
Capitolis Advisors LLC31,552$2.29M
Seven Eight Capital, LP30,776$2.23M
NorthCrest Asset Manangement, LLC25,532$1.85M
Algert Global LLC24,199$1.75M
Occudo Quantitative Strategies LP21,398$1.55M
SG3 Management, LLC15,000$1.09M
Trilogy Capital Inc.12,498$906.0K
First Quadrant L P11,685$847.0K
HAP Trading, LLC10,227$741.0K
Astrantus Ltd8,815$639.0K
Echo Street Capital Management LLC7,934$575.0K
Walleye Trading LLC7,793$565.0K
Focus Financial Network, Inc.7,466$541.0K
Simplex Trading, LLC7,352$532.0K
Pluribus Labs, LLC7,094$514.0K
Pensionfund DSM Netherlands6,300$456.0K
Magnetar Financial LLC5,759$417.0K
Journey Advisory Group, LLC5,507$399.0K
Engrave Wealth Partners LLC5,283$383.0K
Eastern Bank5,212$378.0K
Avaii Wealth Management, LLC5,205$377.0K
Capstone Triton Financial Group, LLC5,171$375.0K
Teza Capital Management LLC5,094$369.0K
Lombard Odier Asset Management (Switzerland) SA5,027$364.0K
Petrus Trust Company, LTA4,808$348.0K
Access Financial Services, Inc.4,714$342.0K
Centiva Capital, LP4,471$324.0K
Bridgefront Capital, LLC3,943$286.0K
Congress Park Capital LLC3,890$282.0K
McDaniel Terry & Co3,688$267.0K
Wealthspire Advisors, LLC3,676$266.0K
Advisor Resource Council3,603$261.0K
qPULA Trading Management LP3,568$259.0K
DRW Securities, LLC3,546$257.0K
MBB Public Markets I LLC3,461$251.0K
Regal Investment Advisors LLC3,430$249.0K
Bluefin Capital Management, LLC3,400$246.0K
Laffer Tengler Investments3,301$239.2K
Zacks Investment Management3,094$224.0K
Blackston Financial Advisory Group, LLC3,088$224.0K
Camelot Portfolios, LLC3,039$220.0K
Engine No. 1 LLC2,999$217.0K
LGT Group Foundation2,900$210.0K
Aries Wealth Management2,773$201.0K
Cornerstone Advisory, LLC2,623$190.0K
Edge Wealth Management LLC1,500$109.0K
Henrickson Nauta Wealth Advisors, Inc.1,150$95.0K
TD Capital Management LLC1,290$94.0K
Paragon Capital Management Ltd1,000$72.0K
KRS Capital Management, LLC994$72.0K
Elmwood Wealth Management, Inc.750$54.0K
Comprehensive Financial Consultants Institutional, Inc.642$54.0K
Amplius Wealth Advisors, LLC727$52.0K
Investment Research & Advisory Group, Inc.611$44.0K
Clean Yield Group535$39.0K
Old North State Trust, LLC495$36.0K
Advocacy Wealth Management Services, LLC470$34.0K
Ahl Investment Management, Inc.332$24.0K
Total Clarity Wealth Management, Inc.279$20.0K
NuWave Investment Management, LLC249$18.0K
Western Pacific Wealth Management, LP250$18.0K
Richwood Investment Advisors, LLC250$18.0K
Equitec Proprietary Markets, LLC239$17.0K
TAP Consulting, LLC237$17.0K
Bank Julius Baer & Co. Ltd, Zurich223$16.0K
Eagle Bay Advisors LLC220$16.0K
Cypress Capital Management LLC (WY)200$14.0K
Ford Financial Group, LLC175$12.0K
Ellevest, Inc.135$10.0K
Edmond de Rothschild Holding S.A.143$10.0K
Truvestments Capital LLC118$9.00K
Country Trust Bank100$7.00K
Moisand Fitzgerald Tamayo, LLC100$7.00K
Cassady Schiller Wealth Management, LLC100$7.00K
Investmark Advisory Group LLC100$7.00K
Annapolis Financial Services, LLC80$6.00K
Optiver Holding B.V.64$4.00K
Signet Financial Management, LLC45$3.00K
FSB Premier Wealth Management, Inc.40$2.00K
Aquire Wealth Advisors, LLC23$2.00K
True Link Financial Advisors, LLC26$2.00K
Delta Asset Management LLC17$1.00K
Tfo-TDC, LLC12$1.00K
Widmann Financial Services, Inc.23$1.00K
First Personal Financial Services2$0

Not filed for Q1 2022 yet (18)

Institutions that held Phillips 66 at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Country Club Trust Company, n.a.60,042$4.35M
Alley Co LLC59,382$4.30M
Pineno Levin & Ford Asset Management, Inc.27,157$1.97M
Tdam USA Inc.18,032$1.31M
Resource Management, LLC11,801$855.0K
Doman Group, LLC8,464$613.0K
Finivi Inc.7,912$573.4K
Carroll Financial Associates, Inc.6,450$469.0K
NEXT Financial Group, Inc5,381$390.0K
First Midwest Bank Trust Division5,050$366.0K
Grace Capital4,800$348.0K
Crescent Capital Consulting, LLC4,392$319.0K
Markston International LLC3,664$265.0K
Mosaic Family Wealth, LLC2,993$217.0K
Harbour Investments, Inc.1,865$135.0K
Reilly Financial Advisors, LLC1,035$75.0K
Truehand, Inc460$33.0K
Bell Investment Advisors, Inc90$7.00K