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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 26,405 | $2.28M | 0.24% | 00.0% | Unchanged |
| Wedbush Securities Inc | 26,461 | $2.29M | 0.10% | +6,526+32.7% | Added |
| Poehling Capital Management, LLC | 26,507 | $2.29M | 0.71% | +26+0.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 26,549 | $2.29M | 0.24% | −1,669−5.9% | Reduced |
| Johnson Investment Counsel Inc | 26,748 | $2.31M | 0.03% | −218−0.8% | Reduced |
| Shelton Capital Management | 26,856 | $2.32M | 0.09% | +105+0.4% | Added |
| Ziegler Capital Management, LLC | 27,256 | $2.32M | 0.10% | −264−1.0% | Reduced |
| Unison Advisors LLC | 27,050 | $2.34M | 0.56% | +338+1.3% | Added |
| New Mexico Educational Retirement Board | 27,228 | $2.35M | 0.09% | +500+1.9% | Added |
| Prio Wealth Limited Partnership | 27,419 | $2.37M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 27,422 | $2.37M | 0.02% | +1,673+6.5% | Added |
| CFM Wealth Partners LLC | 27,718 | $2.40M | 0.57% | +10,891+64.7% | Added |
| Resources Investment Advisors, LLC. | 28,115 | $2.43M | 0.09% | −228−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 28,167 | $2.43M | 0.02% | +17,105+154.6% | Added |
| Yaupon Capital Management LP | 28,171 | $2.43M | 1.32% | +28,171 | New |
| LexAurum Advisors, LLC | 28,359 | $2.45M | 0.80% | +28,359 | New |
| Adell Harriman & Carpenter Inc | 28,367 | $2.45M | 0.24% | +21,970+343.4% | Added |
| CIBC World Markets Corp | 28,449 | $2.46M | 0.02% | −145,794−83.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,703 | $2.48M | 0.03% | +717+2.6% | Added |
| Central Trust Co | 28,751 | $2.48M | 0.07% | +557+2.0% | Added |
| Virginia Wealth Management Group, Inc. | 30,517 | $2.49M | 2.23% | +3,183+11.6% | Added |
| Metropolitan Life Insurance Co | 28,872 | $2.49M | 0.09% | −21,207−42.3% | Reduced |
| Becker Capital Management Inc | 28,919 | $2.50M | 0.10% | −3,285−10.2% | Reduced |
| Icon Advisers Inc | 29,000 | $2.50M | 0.43% | −26,000−47.3% | Reduced |
| Parsons Capital Management Inc | 29,008 | $2.51M | 0.19% | +274+1.0% | Added |
| Davenport & Co LLC | 29,130 | $2.52M | 0.02% | +1,602+5.8% | Added |
| FDx Advisors, Inc. | 29,236 | $2.53M | 0.09% | −12,296−29.6% | Reduced |
| Demars Financial Group, LLC | 29,418 | $2.54M | 1.28% | −1,802−5.8% | Reduced |
| Fundamentun, LLC | 29,666 | $2.56M | 0.43% | +26+0.1% | Added |
| SWS Partners | 29,661 | $2.57M | 1.68% | +5,718+23.9% | Added |
| Kentucky Retirement Systems | 29,821 | $2.58M | 0.11% | +2,998+11.2% | Added |
| Atria Wealth Solutions, Inc. | 30,125 | $2.60M | 0.04% | +30,125 | New |
| Leavell Investment Management, Inc. | 30,256 | $2.61M | 0.18% | +5,360+21.5% | Added |
| Brinker Capital Investments, LLC | 30,267 | $2.62M | 0.04% | −6,346−17.3% | Reduced |
| HRT Financial LP | 30,349 | $2.62M | 0.02% | +30,349 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,352 | $2.62M | 0.78% | +2,670+9.6% | Added |
| Louisiana State Employees Retirement System | 29,500 | $2.62M | 0.06% | +2,000+7.3% | Added |
| Daiwa Securities Group Inc. | 30,460 | $2.63M | 0.02% | +4,882+19.1% | Added |
| Wealth Advisory Solutions, LLC | 30,723 | $2.65M | 0.55% | +30,723 | New |
| Dakota Wealth Management | 30,891 | $2.67M | 0.22% | +27,466+801.9% | Added |
| Xponance, Inc. | 31,266 | $2.70M | 0.04% | +3,105+11.0% | Added |
| Winton Group Ltd | 31,454 | $2.72M | 0.14% | −4,092−11.5% | Reduced |
| Marathon Capital Management | 31,635 | $2.73M | 0.78% | −1,885−5.6% | Reduced |
| NewSquare Capital LLC | 31,983 | $2.76M | 0.29% | +3,419+12.0% | Added |
| Beck Bode, LLC | 31,984 | $2.76M | 0.62% | +31,984 | New |
| Jane Street Group, LLC | 32,305 | $2.79M | 0.01% | −42,545−56.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 32,372 | $2.80M | 0.04% | −384−1.2% | Reduced |
| Canal Insurance CO | 32,500 | $2.81M | 0.78% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 32,503 | $2.81M | 2.04% | +32,503 | New |
| Profund Advisors LLC | 32,536 | $2.81M | 0.12% | +10,688+48.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.81M | 0.00% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 32,954 | $2.85M | 1.31% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 33,346 | $2.88M | 0.03% | +360+1.1% | Added |
| Gotham Asset Management, LLC | 33,357 | $2.88M | 0.09% | +10,349+45.0% | Added |
| Pinkerton Retirement Specialists, LLC | 33,409 | $2.89M | 0.64% | +3,419+11.4% | Added |
| Private Advisor Group, LLC | 33,499 | $2.89M | 0.02% | +4,317+14.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,616 | $2.90M | 0.66% | +33,616 | New |
| Cerity Partners LLC | 33,659 | $2.91M | 0.05% | +1,351+4.2% | Added |
| Tweedy, Browne Co LLC | 33,847 | $2.92M | 0.09% | −16,381−32.6% | Reduced |
| Panagora Asset Management Inc | 34,091 | $2.94M | 0.02% | +6,653+24.2% | Added |
| Econ Financial Services Corp | 34,697 | $3.00M | 2.22% | +26,491+322.8% | Added |
| Heritage Trust Co | 34,859 | $3.01M | 0.43% | +1,488+4.5% | Added |
| Crossmark Global Holdings, Inc. | 35,102 | $3.03M | 0.07% | −1,492−4.1% | Reduced |
| Gateway Investment Advisers LLC | 35,331 | $3.05M | 0.03% | +996+2.9% | Added |
| Varma Mutual Pension Insurance Co | 35,648 | $3.08M | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 35,652 | $3.08M | 0.08% | +2,239+6.7% | Added |
| Atria Investments LLC | 35,876 | $3.10M | 0.05% | +1,341+3.9% | Added |
| McDonald Partners LLC | 35,891 | $3.10M | 0.68% | +35,891 | New |
| First American Bank | 36,050 | $3.11M | 0.26% | +575+1.6% | Added |
| Farmers & Merchants Investments Inc | 36,377 | $3.14M | 0.12% | −285−0.8% | Reduced |
| Strategic Global Advisors, LLC | 36,669 | $3.17M | 0.46% | +36,669 | New |
| Kingsview Wealth Management, LLC | 37,327 | $3.22M | 0.14% | +6,933+22.8% | Added |
| Regentatlantic Capital LLC | 37,385 | $3.23M | 0.09% | −94−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 37,563 | $3.25M | 0.03% | +2,003+5.6% | Added |
| Shorepoint Capital Partners LLC | 37,700 | $3.26M | 1.36% | −875−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 37,714 | $3.26M | 0.09% | +4,462+13.4% | Added |
| Colonial Trust Advisors | 37,834 | $3.27M | 0.39% | +1,695+4.7% | Added |
| Oppenheimer & Co Inc | 37,865 | $3.27M | 0.06% | +5,251+16.1% | Added |
| Alpha Omega Wealth Management LLC | 38,037 | $3.29M | 0.52% | +1,031+2.8% | Added |
| Securian Asset Management, Inc | 38,107 | $3.29M | 0.06% | +1,978+5.5% | Added |
| Pinnacle Associates Ltd | 38,418 | $3.32M | 0.06% | −1,667−4.2% | Reduced |
| Westpac Banking Corp | 38,664 | $3.34M | 0.04% | +1,663+4.5% | Added |
| Employees Provident Fund Board | 38,729 | $3.35M | 0.06% | +38,729 | New |
| Fiera Capital Corp | 39,124 | $3.38M | 0.01% | +101+0.3% | Added |
| Park Avenue Securities LLC | 39,355 | $3.40M | 0.06% | +3,296+9.1% | Added |
| Cetera Advisor Networks LLC | 39,486 | $3.41M | 0.04% | +3,497+9.7% | Added |
| Quadrature Capital Ltd | 39,486 | $3.41M | 0.14% | +9,306+30.8% | Added |
| Brookstone Capital Management | 41,555 | $3.43M | 0.07% | +9,484+29.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 39,819 | $3.44M | 0.08% | +39,819 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,924 | $3.45M | 0.07% | −1,482−3.6% | Reduced |
| Chatham Capital Group, Inc. | 40,108 | $3.46M | 0.67% | −3,035−7.0% | Reduced |
| Alta Capital Management LLC | 40,590 | $3.51M | 0.21% | +2,728+7.2% | Added |
| Venture Visionary Partners LLC | 40,615 | $3.51M | 0.23% | +16,348+67.4% | Added |
| Candriam Luxembourg S.C.A. | 40,653 | $3.51M | 0.02% | +3,014+8.0% | Added |
| Teamwork Financial Advisors, LLC | 41,271 | $3.56M | 0.66% | +26,284+175.4% | Added |
| HM Payson & Co | 41,279 | $3.57M | 0.08% | −3,232−7.3% | Reduced |
| Northeast Financial Consultants Inc | 41,304 | $3.57M | 0.21% | +37,404+959.1% | Added |
| Stolper Co | 41,314 | $3.57M | 1.51% | +4,993+13.7% | Added |
| Texas Yale Capital Corp. | 41,643 | $3.60M | 0.20% | +41,643 | New |
| First National Bank of Mount Dora, Trust Investment Services | 41,804 | $3.61M | 1.09% | −1,033−2.4% | Reduced |