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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 41,956 | $3.63M | 0.31% | +41,956 | New |
| Sovereign Investment Advisors, LLC | 42,129 | $3.64M | 1.43% | +42,129 | New |
| Advisory Services Network, LLC | 42,513 | $3.67M | 0.11% | −1,606−3.6% | Reduced |
| First National Bank of Omaha | 42,557 | $3.68M | 0.19% | −1,766−4.0% | Reduced |
| Wealthfront Advisers LLC | 42,858 | $3.70M | 0.02% | −9,185−17.6% | Reduced |
| Providence Capital Advisors, LLC | 42,935 | $3.71M | 0.98% | −10,228−19.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,997 | $3.71M | 0.14% | +12,332+40.2% | Added |
| Veritable, L.P. | 43,327 | $3.74M | 0.06% | −3,489−7.5% | Reduced |
| Schroder Investment Management Group | 42,857 | $3.75M | 0.00% | +4,899+12.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,391 | $3.75M | 0.17% | −14,767−25.4% | Reduced |
| Stratos Wealth Advisors, LLC | 43,396 | $3.75M | 0.30% | −64−0.1% | Reduced |
| Level Four Advisory Services, LLC | 43,532 | $3.76M | 0.29% | +2,010+4.8% | Added |
| Telos Capital Management, Inc. | 43,825 | $3.79M | 0.49% | −65−0.1% | Reduced |
| Norinchukin Bank, The | 43,913 | $3.79M | 0.05% | +6,730+18.1% | Added |
| Hartford Investment Management Co | 44,157 | $3.81M | 0.10% | −338−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 44,379 | $3.83M | 0.01% | +890+2.0% | Added |
| Intact Investment Management Inc. | 44,700 | $3.86M | 0.10% | +44,700 | New |
| Acadian Asset Management LLC | 45,534 | $3.93M | 0.02% | +28,918+174.0% | Added |
| GWM Advisors LLC | 45,614 | $3.94M | 0.07% | +4,048+9.7% | Added |
| Rodgers Brothers Inc. | 45,753 | $3.95M | 0.71% | −2,250−4.7% | Reduced |
| Independent Financial Group, LLC | 45,871 | $3.96M | 0.32% | +38,398+513.8% | Added |
| Mackenzie Financial Corp | 45,933 | $3.97M | 0.01% | −164,172−78.1% | Reduced |
| Mirador Capital Partners LP | 45,990 | $3.97M | 0.80% | +692+1.5% | Added |
| Beacon Financial Group | 45,081 | $3.99M | 0.53% | +38+0.1% | Added |
| Beacon Pointe Advisors, LLC | 46,522 | $4.02M | 0.06% | +38,079+451.0% | Added |
| MUFG Americas Holdings Corp | 46,640 | $4.03M | 0.08% | −2,311−4.7% | Reduced |
| Simmons Bank | 46,681 | $4.03M | 0.30% | +184+0.4% | Added |
| United Capital Financial Advisers, LLC | 46,807 | $4.04M | 0.02% | −4,504−8.8% | Reduced |
| Huntington National Bank | 47,729 | $4.12M | 0.04% | −1,536−3.1% | Reduced |
| NN Investment Partners Holdings N.V. | 47,819 | $4.13M | 0.02% | +38,800+430.2% | Added |
| CIBC Asset Management Inc | 47,880 | $4.14M | 0.01% | +6,011+14.4% | Added |
| Duality Advisers, LP | 48,082 | $4.15M | 0.45% | +48,082 | New |
| Ancora Advisors, LLC | 48,351 | $4.18M | 0.10% | −2,168−4.3% | Reduced |
| Brown Advisory Inc | 49,003 | $4.23M | 0.01% | +2,616+5.6% | Added |
| Rothschild Investment Corp | 49,609 | $4.29M | 0.34% | −899−1.8% | Reduced |
| Umb Bank N A | 49,814 | $4.30M | 0.06% | −1,416−2.8% | Reduced |
| Scissortail Wealth Management, LLC | 48,655 | $4.32M | 2.12% | +15,961+48.8% | Added |
| Avantax Advisory Services, Inc. | 49,934 | $4.32M | 0.06% | +1,447+3.0% | Added |
| Nissay Asset Management Corp | 50,154 | $4.33M | 0.04% | +1,035+2.1% | Added |
| RBF Capital, LLC | 50,000 | $4.37M | 0.28% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 50,989 | $4.41M | 0.13% | −10,155−16.6% | Reduced |
| Sequoia Financial Advisors, LLC | 51,192 | $4.42M | 0.11% | +6,145+13.6% | Added |
| PGGM Investments | 61,264 | $4.44M | 0.02% | 00.0% | Unchanged |
| Hendley & Co Inc | 51,882 | $4.48M | 1.53% | −288−0.6% | Reduced |
| Kestra Advisory Services, LLC | 52,001 | $4.49M | 0.05% | −23,687−31.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 52,116 | $4.50M | 0.02% | +52,116 | New |
| Cary Street Partners Asset Management LLC | 52,501 | $4.54M | 0.90% | +313+0.6% | Added |
| ARGI Investment Services, LLC | 52,634 | $4.55M | 0.14% | +45,386+626.2% | Added |
| United Services Automobile Association | 53,051 | $4.58M | 0.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 53,107 | $4.59M | 0.08% | −11,000−17.2% | Reduced |
| Meyer Handelman Co | 53,172 | $4.59M | 0.18% | +1,092+2.1% | Added |
| Nkcfo LLC | 53,200 | $4.60M | 1.43% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 53,269 | $4.60M | 0.17% | +1,681+3.3% | Added |
| Commerce Bank | 53,400 | $4.61M | 0.03% | −1,559−2.8% | Reduced |
| Blair William & Co | 53,538 | $4.63M | 0.02% | +27,267+103.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 53,600 | $4.63M | 0.06% | −23,900−30.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 56,497 | $4.63M | 2.99% | +56,497 | New |
| Navellier & Associates Inc | 54,856 | $4.74M | 0.81% | +51,256+1,423.8% | Added |
| Berger Financial Group, Inc | 55,020 | $4.75M | 0.60% | +55,020 | New |
| Quantbot Technologies LP | 55,222 | $4.77M | 0.42% | +23,686+75.1% | Added |
| Buckingham Capital Management, Inc. | 55,965 | $4.83M | 0.79% | −577−1.0% | Reduced |
| Vestcor Inc | 56,549 | $4.88M | 0.17% | +51,143+946.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 56,623 | $4.89M | 0.95% | −1,452−2.5% | Reduced |
| Paloma Partners Management Co | 57,618 | $4.98M | 0.38% | −124,896−68.4% | Reduced |
| CIBC Private Wealth Group, LLC | 57,785 | $4.99M | 0.01% | +26,033+82.0% | Added |
| Alley Investment Management Company, LLC | 58,988 | $5.10M | 0.84% | +58,988 | New |
| Texas Permanent School Fund | 60,685 | $5.24M | 0.07% | +249+0.4% | Added |
| Royal Fund Management, LLC | 61,038 | $5.27M | 0.77% | −2,726−4.3% | Reduced |
| Congress Wealth Management LLC | 61,169 | $5.28M | 0.12% | −1,525−2.4% | Reduced |
| Geneos Wealth Management Inc. | 61,256 | $5.29M | 0.23% | −17,657−22.4% | Reduced |
| Fifth Third Bancorp | 61,698 | $5.33M | 0.02% | +2,815+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 61,746 | $5.33M | 0.01% | +22,612+57.8% | Added |
| Montgomery Investment Management Inc | 61,852 | $5.34M | 1.83% | −500−0.8% | Reduced |
| Mutual of America Capital Management LLC | 62,437 | $5.39M | 0.06% | +4,581+7.9% | Added |
| Country Club Bank | 62,255 | $5.44M | 0.47% | +62,255 | New |
| Mirae Asset Global Investments Co., Ltd. | 63,813 | $5.51M | 0.01% | +24,371+61.8% | Added |
| Visionary Wealth Advisors | 63,870 | $5.52M | 0.44% | +6,785+11.9% | Added |
| Disciplined Investments, LLC | 65,040 | $5.62M | 2.34% | +183+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 65,365 | $5.65M | 1.22% | −4,960−7.1% | Reduced |
| Public Sector Pension Investment Board | 65,435 | $5.65M | 0.04% | −7,680−10.5% | Reduced |
| IFM Investors Pty Ltd | 66,099 | $5.71M | 0.09% | +9,890+17.6% | Added |
| FourThought Financial, LLC | 66,001 | $5.71M | 0.72% | +3,925+6.3% | Added |
| DT Investment Partners, LLC | 66,472 | $5.74M | 0.74% | −1,949−2.8% | Reduced |
| Foundation Resource Management Inc | 66,903 | $5.78M | 0.89% | −64−0.1% | Reduced |
| Mackay Shields LLC | 67,250 | $5.81M | 0.05% | +1,708+2.6% | Added |
| Engineers Gate Manager LP | 67,350 | $5.82M | 0.23% | +52,470+352.6% | Added |
| Canada Pension Plan Investment Board | 67,619 | $5.84M | 0.01% | +24,844+58.1% | Added |
| AE Wealth Management LLC | 68,200 | $5.89M | 0.04% | +29,656+76.9% | Added |
| Tower Research Capital LLC (TRC) | 70,823 | $6.12M | 0.06% | +47,764+207.1% | Added |
| Adams Asset Advisors, LLC | 71,195 | $6.15M | 0.90% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 71,619 | $6.19M | 0.94% | +71,619 | New |
| RPG Investment Advisory, LLC | 72,123 | $6.23M | 1.02% | −39,763−35.5% | Reduced |
| D.A. Davidson & Co. | 72,477 | $6.26M | 0.07% | +9,289+14.7% | Added |
| USS Investment Management Ltd | 72,513 | $6.26M | 0.05% | −53,582−42.5% | Reduced |
| British Columbia Investment Management Corp | 74,117 | $6.40M | 0.04% | −2,934−3.8% | Reduced |
| Marco Investment Management LLC | 74,432 | $6.43M | 0.65% | +21,476+40.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,918 | $6.47M | 0.06% | +10,974+17.2% | Added |
| Bryn Mawr Trust Co | 75,036 | $6.48M | 0.25% | −2,305−3.0% | Reduced |
| Viking Fund Management LLC | 76,000 | $6.57M | 1.49% | +11,000+16.9% | Added |
| Annex Advisory Services, LLC | 77,413 | $6.69M | 0.49% | +13,443+21.0% | Added |