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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 16,746 | $1.45M | 0.31% | +16,746 | New |
| Northside Capital Management, LLC | 16,848 | $1.46M | 0.39% | 00.0% | Unchanged |
| National Bank of Canada | 16,572 | $1.46M | 0.01% | +10,533+174.4% | Added |
| Cetera Investment Advisers | 17,022 | $1.47M | 0.02% | +2,117+14.2% | Added |
| Advisor Partners LLC | 17,036 | $1.47M | 0.09% | −58−0.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,228 | $1.49M | 0.43% | +1,242+7.8% | Added |
| Hodges Capital Management Inc. | 17,232 | $1.49M | 0.12% | +3,264+23.4% | Added |
| Patten & Patten Inc | 17,277 | $1.49M | 0.11% | −1,394−7.5% | Reduced |
| B. Riley Wealth Management, Inc. | 17,443 | $1.51M | 0.12% | +10.0% | Added |
| Moser Wealth Advisors, LLC | 17,529 | $1.51M | 0.95% | −90−0.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,511 | $1.52M | 0.36% | +428+2.5% | Added |
| Corton Capital Inc. | 17,637 | $1.52M | 0.66% | +17,637 | New |
| Financial Counselors Inc | 17,708 | $1.53M | 0.03% | −189−1.1% | Reduced |
| Sonora Investment Management Group, LLC | 17,756 | $1.53M | 0.17% | −93−0.5% | Reduced |
| Fernwood Investment Management, LLC | 17,780 | $1.54M | 0.54% | −1,400−7.3% | Reduced |
| Balentine LLC | 17,790 | $1.54M | 0.05% | +3,582+25.2% | Added |
| Nomura Holdings Inc | 17,904 | $1.54M | 0.01% | −2,001−10.1% | Reduced |
| Convergence Investment Partners, LLC | 17,812 | $1.54M | 0.79% | +17,812 | New |
| Intrust Bank NA | 17,902 | $1.55M | 0.20% | +83+0.5% | Added |
| Citizens Business Bank | 17,955 | $1.55M | 0.19% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 18,000 | $1.55M | 0.97% | −29,500−62.1% | Reduced |
| Auxier Asset Management | 18,062 | $1.56M | 0.25% | −300−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 18,114 | $1.56M | 0.35% | +17,864+7,145.6% | Added |
| Bartlett & Co. Wealth Management LLC | 18,217 | $1.57M | 0.03% | +4,614+33.9% | Added |
| Bartlett & Co. LLC | 18,217 | $1.57M | 0.03% | +4,614+33.9% | Added |
| Curbstone Financial Management Corp | 18,256 | $1.58M | 0.29% | 00.0% | Unchanged |
| Burney Co | 18,275 | $1.58M | 0.07% | −12,002−39.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.58M | 0.21% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 18,340 | $1.58M | 0.06% | −30.0% | Reduced |
| Cetera Advisors LLC | 18,379 | $1.59M | 0.03% | +2,362+14.7% | Added |
| King Luther Capital Management Corp | 18,389 | $1.59M | 0.01% | +11,379+162.3% | Added |
| Icon Wealth Partners, LLC | 18,479 | $1.60M | 0.16% | +392+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,338 | $1.61M | 0.02% | −1,732−8.6% | Reduced |
| CSS LLC | 18,712 | $1.62M | 0.07% | +18,712 | New |
| Campbell & CO Investment Adviser LLC | 18,827 | $1.63M | 0.44% | +18,827 | New |
| Shay Capital LLC | 19,068 | $1.65M | 0.59% | +19,068 | New |
| Keystone Wealth Services, LLC | 19,113 | $1.65M | 0.65% | +19,113 | New |
| Van Eck Associates Corp | 19,136 | $1.65M | 0.00% | −3,919−17.0% | Reduced |
| Greylin Investment Mangement Inc | 19,352 | $1.67M | 0.29% | −706−3.5% | Reduced |
| Arkadios Wealth Advisors | 19,360 | $1.67M | 0.22% | +7,841+68.1% | Added |
| Jump Financial, LLC | 19,626 | $1.70M | 0.07% | −34,017−63.4% | Reduced |
| Carret Asset Management, LLC | 19,640 | $1.70M | 0.19% | −268−1.3% | Reduced |
| Arvest Trust Co N A | 19,989 | $1.73M | 0.10% | +3,149+18.7% | Added |
| David J Yvars Group | 20,147 | $1.74M | 1.21% | +20,147 | New |
| Somerset Trust Co | 20,232 | $1.75M | 0.68% | +153+0.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,307 | $1.75M | 1.27% | −12,129−37.4% | Reduced |
| Cheviot Value Management, LLC | 20,313 | $1.75M | 0.37% | −40−0.2% | Reduced |
| Salem Investment Counselors Inc | 20,350 | $1.76M | 0.07% | +1,605+8.6% | Added |
| Bessemer Group Inc | 20,430 | $1.76M | 0.00% | +4,839+31.0% | Added |
| Thrivent Financial for Lutherans | 20,574 | $1.78M | 0.00% | +1,368+7.1% | Added |
| Cardinal Capital Management | 20,620 | $1.78M | 0.36% | +1,045+5.3% | Added |
| First Nebraska Trust Co | 20,641 | $1.78M | 0.21% | −100−0.5% | Reduced |
| XML Financial, LLC | 20,658 | $1.78M | 0.21% | +10.0% | Added |
| Hartford Financial Management Inc. | 20,761 | $1.79M | 0.43% | −107−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 20,856 | $1.80M | 0.15% | +91+0.4% | Added |
| Miracle Mile Advisors, LLC | 20,947 | $1.81M | 0.08% | +14,886+245.6% | Added |
| apricus wealth, LLC | 20,385 | $1.81M | 1.48% | +1,785+9.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,109 | $1.82M | 1.62% | +191+0.9% | Added |
| FIL Ltd | 21,251 | $1.84M | 0.00% | −1,891−8.2% | Reduced |
| Strategic Financial Services, Inc, | 21,258 | $1.84M | 0.14% | −663−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.84M | 0.14% | 00.0% | Unchanged |
| Wilen Investment Management Corp. | 21,716 | $1.87M | 1.41% | −200−0.9% | Reduced |
| HBK Sorce Advisory LLC | 21,654 | $1.87M | 0.10% | +612+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,666 | $1.87M | 0.04% | +1,954+9.9% | Added |
| MAI Capital Management | 21,665 | $1.87M | 0.03% | +8,031+58.9% | Added |
| Quantitative Investment Management, LLC | 21,708 | $1.88M | 0.20% | +21,708 | New |
| Stratos Wealth Partners, LTD. | 21,801 | $1.88M | 0.04% | +2,675+14.0% | Added |
| TownSquare Capital, LLC | 21,845 | $1.89M | 0.05% | +2,274+11.6% | Added |
| Baxter Bros Inc | 22,076 | $1.91M | 0.29% | +645+3.0% | Added |
| Corient Capital Partners, LLC | 22,494 | $1.94M | 0.13% | +156+0.7% | Added |
| City Holding Co | 22,510 | $1.95M | 0.32% | −50−0.2% | Reduced |
| Omers Administration Corp | 22,800 | $1.97M | 0.03% | +22,800 | New |
| Green Square Capital Advisors LLC | 22,863 | $1.98M | 0.31% | +407+1.8% | Added |
| TD Private Client Wealth LLC | 23,202 | $2.00M | 0.09% | +5,979+34.7% | Added |
| STRS Ohio | 23,225 | $2.01M | 0.01% | −996−4.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 23,298 | $2.01M | 0.04% | −791−3.3% | Reduced |
| Leonteq Securities AG | 23,338 | $2.02M | 0.09% | +20,422+700.3% | Added |
| Federated Hermes, Inc. | 23,443 | $2.03M | 0.00% | −30,597−56.6% | Reduced |
| Cresset Asset Management, LLC | 23,461 | $2.03M | 0.02% | +17,617+301.5% | Added |
| Concentric Capital Strategies, LP | 23,500 | $2.03M | 0.77% | +23,500 | New |
| Pinnacle Wealth Management, LLC | 23,932 | $2.07M | 2.42% | −3,586−13.0% | Reduced |
| Kestra Private Wealth Services, LLC | 23,963 | $2.07M | 0.10% | +7,143+42.5% | Added |
| River Wealth Advisors LLC | 24,019 | $2.08M | 0.33% | +342+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 24,085 | $2.08M | 0.08% | +350+1.5% | Added |
| Argyle Capital Management Inc. | 24,269 | $2.10M | 0.68% | −966−3.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,471 | $2.11M | 1.03% | −149−0.6% | Reduced |
| Myriad Asset Management Ltd. | 24,600 | $2.13M | 0.31% | +24,600 | New |
| Stevens Capital Management LP | 24,703 | $2.13M | 0.47% | +10,223+70.6% | Added |
| Ferguson Wellman Capital Management, Inc | 24,892 | $2.15M | 0.07% | +108+0.4% | Added |
| Gladstone Institutional Advisory LLC | 25,003 | $2.16M | 0.15% | −9,221−26.9% | Reduced |
| Taika Capital, LP | 25,100 | $2.17M | 1.09% | +25,100 | New |
| SevenBridge Financial Group, LLC | 25,390 | $2.19M | 0.77% | −2,228−8.1% | Reduced |
| Prudential PLC | 25,382 | $2.19M | 0.03% | +14,659+136.7% | Added |
| Exencial Wealth Advisors, LLC | 25,469 | $2.20M | 0.11% | −1,121−4.2% | Reduced |
| Regions Financial Corp | 25,487 | $2.20M | 0.02% | −2,532−9.0% | Reduced |
| Mattern Wealth Management LLC | 25,533 | $2.21M | 0.72% | +6,412+33.5% | Added |
| German American Bancorp, Inc. | 25,723 | $2.22M | 0.32% | +183+0.7% | Added |
| Garrison Asset Management, LLC | 25,901 | $2.24M | 1.26% | +35+0.1% | Added |
| People's United Financial, Inc. | 26,208 | $2.26M | 0.06% | −3,707−12.4% | Reduced |
| Trustmark National Bank Trust Department | 26,386 | $2.28M | 0.18% | −724−2.7% | Reduced |