Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in Phillips 66 as of Mar 31, 2022. 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: 1,451; +111 vs. Q4 2021
Shares held: 337.6M; +31.9M (+10.4%) vs. Q4 2021
Total value: $29.1B; +$6.94B (+31.3%) vs. Q4 2021
New holders: 208; 617 more added
Sold out: 97; 408 more reduced

18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,451 institutions

Value heldQ1 2022: $29.1B

Institutions holding PSX and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2021.

Institutions holding PSX in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bogart Wealth, LLC	1	$0	0.00%	−14−93.3%	Reduced
St. Johns Investment Management Company, LLC	1	$0	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	1	$0	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	21	$0	0.00%	+21	New
Chiron Investment Management, LLC	1	$0	0.00%	+1	New
WestEnd Advisors, LLC	–	$172	0.00%	–	–
PFS Partners, LLC	2	$177	0.00%	00.0%	Unchanged
Exane Derivatives	10	$864	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	10	$1.00K	0.00%	−9−47.4%	Reduced
Financial Enhancement Group LLC	14	$1.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	7	$1.00K	0.00%	00.0%	Unchanged
Clear Perspectives Financial Planning, LLC	17	$1.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	27	$2.00K	0.00%	−8−22.9%	Reduced
Sugarloaf Wealth Management, LLC	21	$2.00K	0.00%	−1−4.5%	Reduced
Aua Capital Management, LLC	28	$2.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	30	$2.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	19	$2.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	18	$2.00K	0.00%	+18	New
Atwood & Palmer Inc	33	$3.00K	0.00%	−180−84.5%	Reduced
IMA Wealth, Inc.	33	$3.00K	0.00%	−67−67.0%	Reduced
Thomas J. Herzfeld Advisors, Inc.	38	$3.00K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$3.00K	0.00%	00.0%	Unchanged
Sawyer & Company, Inc	31	$3.00K	0.00%	00.0%	Unchanged
Gould Capital, LLC	33	$3.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	38	$3.00K	0.00%	+25+192.3%	Added
FAI Wealth Management	55	$4.00K	0.00%	−1,000−94.8%	Reduced
CarsonAllaria Wealth Management, Ltd.	51	$4.00K	0.00%	+1+2.0%	Added
Cedar Mountain Advisors, LLC	42	$4.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	43	$4.00K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	46	$4.00K	0.00%	00.0%	Unchanged
NVWM, LLC	50	$4.00K	0.00%	+50	New
Webster Bank, N. A.	54	$5.00K	0.00%	00.0%	Unchanged
Ci Investments Inc.	54	$5.00K	0.00%	00.0%	Unchanged
Karlinski Andrew C	59	$5.00K	0.01%	00.0%	Unchanged
Cordant, Inc.	62	$5.00K	0.00%	+62	New
Financial Perspectives, Inc	63	$5.44K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	69	$5.96K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	68	$6.00K	0.00%	+1+1.5%	Added
Delos Wealth Advisors, LLC	66	$6.00K	0.01%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	69	$6.00K	0.01%	+1+1.5%	Added
GW&K Investment Management, LLC	70	$6.00K	0.00%	+70	New
Oliver Lagore Vanvalin Investment Group	74	$6.00K	0.00%	+74	New
Raffa Wealth Management, LLC	76	$6.57K	0.00%	−33−30.3%	Reduced
Glen Eagle Advisors, LLC	77	$6.65K	0.00%	00.0%	Unchanged
Charter Oak Capital Management, LLC	80	$7.00K	0.00%	+1+1.3%	Added
Tradition Wealth Management, LLC	77	$7.00K	0.00%	00.0%	Unchanged
Core Alternative Capital	84	$7.00K	0.00%	+68+425.0%	Added
Northern Oak Wealth Management Inc	93	$8.00K	0.00%	00.0%	Unchanged
West Branch Capital LLC	92	$8.00K	0.00%	00.0%	Unchanged
Operose Advisors LLC	96	$8.00K	0.01%	00.0%	Unchanged
Howe & Rusling Inc	94	$8.00K	0.00%	+94	New
Castleview Partners, LLC	105	$9.00K	0.01%	−7,503−98.6%	Reduced
Kenfarb & Co.	104	$9.00K	0.01%	00.0%	Unchanged
Level Financial Advisors, Inc.	101	$9.00K	0.01%	00.0%	Unchanged
American State Bank (Iowa)	105	$9.07K	0.01%	00.0%	Unchanged
Roble, Belko & Company, Inc	110	$10.0K	0.00%	−32−22.5%	Reduced
Horan Securities, Inc.	113	$10.0K	0.01%	00.0%	Unchanged
Byrne Asset Management LLC	113	$10.0K	0.01%	00.0%	Unchanged
Goodwin Investment Advisory	119	$10.0K	0.01%	+119	New
Foresight Capital Management Advisors, Inc.	125	$11.0K	0.01%	00.0%	Unchanged
PSI Advisors, LLC	129	$11.0K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	125	$11.0K	0.01%	00.0%	Unchanged
Assetmark, Inc	131	$11.0K	0.00%	+35+36.5%	Added
Sound Income Strategies, LLC	133	$11.0K	0.00%	+67+101.5%	Added
Stephens Consulting, LLC	133	$11.5K	0.01%	00.0%	Unchanged
First Bank & Trust	136	$12.0K	0.00%	−83−37.9%	Reduced
Baldwin Brothers Inc	138	$12.0K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	142	$12.0K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	143	$12.0K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	150	$13.0K	0.00%	−100−40.0%	Reduced
Focused Wealth Management, Inc	154	$13.0K	0.00%	−18−10.5%	Reduced
Burleson & Company, LLC	150	$13.0K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	158	$13.0K	0.00%	+1+0.6%	Added
Professional Financial Advisors, LLC	161	$14.0K	0.01%	+2+1.3%	Added
Bellevue Asset Management, LLC	161	$14.0K	0.01%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	165	$14.0K	0.01%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	157	$14.0K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	173	$14.9K	0.00%	−22−11.3%	Reduced
Arrow Financial Corp	175	$15.0K	0.00%	−35−16.7%	Reduced
Blue Bell Private Wealth Management, LLC	179	$15.0K	0.00%	00.0%	Unchanged
Lagoda Investment Management, L.P.	170	$15.0K	0.01%	00.0%	Unchanged
Lake Point Wealth Management	172	$15.0K	0.01%	00.0%	Unchanged
Tacita Capital Inc	170	$15.0K	0.01%	+170	New
Wolff Wiese Magana LLC	184	$16.0K	0.01%	00.0%	Unchanged
Hoey Investments, Inc	200	$17.0K	0.00%	−750−78.9%	Reduced
FinTrust Capital Advisors, LLC	202	$17.0K	0.00%	00.0%	Unchanged
Alaethes Wealth LLC	194	$17.0K	0.01%	00.0%	Unchanged
Carroll Investors, Inc	200	$17.0K	0.01%	00.0%	Unchanged
RPg Family Wealth Advisory, LLC	200	$17.3K	0.01%	+200	New
WR Wealth Planners, LLC	200	$17.3K	0.01%	+200	New
Earnest Partners LLC	211	$18.0K	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	209	$18.0K	0.00%	+41+24.4%	Added
Cornerstone Management, Inc.	210	$18.1K	0.00%	00.0%	Unchanged
First Financial Corp	220	$19.0K	0.01%	00.0%	Unchanged
Leelyn Smith, LLC	218	$19.0K	0.00%	+1+0.5%	Added
TSFG, LLC	225	$19.0K	0.01%	00.0%	Unchanged
TFC Financial Management	215	$19.0K	0.01%	00.0%	Unchanged
Gibson Wealth Advisors LLC	225	$19.0K	0.02%	00.0%	Unchanged
Capital Directions Investment Advisors, LLC	225	$19.0K	0.01%	+225	New
Atticus Wealth Management, LLC	237	$20.0K	0.01%	+77+48.1%	Added