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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 56,303 | $6.75M | 0.09% | +45,827+437.4% | Added |
| Gulf International Bank (UK) Ltd | 78,253 | $6.76M | 0.10% | +4,165+5.6% | Added |
| Opus Investment Management Inc | 79,689 | $6.88M | 1.06% | +6,000+8.1% | Added |
| Comerica Bank | 77,577 | $6.89M | 0.05% | −7,714−9.0% | Reduced |
| Pacific Heights Asset Management LLC | 80,000 | $6.91M | 0.59% | +20,000+33.3% | Added |
| Thomist Capital Management, LP | 80,000 | $6.91M | 3.67% | +80,000 | New |
| Wintrust Investments LLC | 80,037 | $6.91M | 0.67% | +9,402+13.3% | Added |
| Fractal Investments LLC | 82,620 | $7.14M | 2.10% | +82,620 | New |
| D L Carlson Investment Group Inc | 83,129 | $7.18M | 1.19% | +13,815+19.9% | Added |
| Utah Retirement Systems | 83,267 | $7.19M | 0.10% | +3,900+4.9% | Added |
| Bank of Nova Scotia | 84,208 | $7.28M | 0.01% | −884,934−91.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 84,412 | $7.29M | 0.79% | +11,428+15.7% | Added |
| ExodusPoint Capital Management, LP | 85,047 | $7.35M | 0.11% | −267,251−75.9% | Reduced |
| L & S Advisors Inc | 85,857 | $7.42M | 0.88% | +85,857 | New |
| Morgan Dempsey Capital Management LLC | 86,185 | $7.45M | 2.21% | +3,743+4.5% | Added |
| Janus Henderson Group PLC | 88,622 | $7.66M | 0.00% | +290.0% | Added |
| Caas Capital Management LP | 89,967 | $7.77M | 1.37% | +89,967 | New |
| Atlantic Union Bankshares Corp | 90,112 | $7.79M | 0.68% | −2,372−2.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 91,442 | $7.90M | 0.49% | +6,677+7.9% | Added |
| Raymond James Trust N.A. | 91,545 | $7.91M | 0.24% | +2,153+2.4% | Added |
| Rockefeller Capital Management L.P. | 92,506 | $7.99M | 0.04% | −8,781−8.7% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 94,114 | $8.13M | 0.11% | +94,114 | New |
| Skba Capital Management LLC | 94,860 | $8.20M | 1.48% | −1,100−1.1% | Reduced |
| Creative Planning | 94,950 | $8.20M | 0.01% | +1,472+1.6% | Added |
| Heritage Investors Management Corp | 95,152 | $8.22M | 0.33% | −413−0.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 95,407 | $8.24M | 2.83% | +13,881+17.0% | Added |
| Mattern Capital Management, LLC | 95,850 | $8.28M | 1.48% | −583−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,547 | $8.34M | 0.04% | −11,772−10.9% | Reduced |
| Richard C. Young & CO., LTD. | 97,715 | $8.44M | 1.08% | +3,851+4.1% | Added |
| Yousif Capital Management, LLC | 99,484 | $8.59M | 0.09% | +6,972+7.5% | Added |
| State of Tennessee, Treasury Department | 99,890 | $8.63M | 0.03% | +27,025+37.1% | Added |
| Bornite Capital Management LP | 100,000 | $8.64M | 2.64% | +100,000 | New |
| Bollard Group LLC | 100,321 | $8.67M | 0.28% | +10,933+12.2% | Added |
| Adams Natural Resources Fund, Inc. | 100,575 | $8.69M | 1.47% | 00.0% | Unchanged |
| Calamos Advisors LLC | 101,078 | $8.73M | 0.03% | +13,474+15.4% | Added |
| Wesbanco Bank Inc | 102,737 | $8.88M | 0.34% | −2,951−2.8% | Reduced |
| Great Lakes Advisors, LLC | 102,903 | $8.89M | 0.15% | +22,988+28.8% | Added |
| Macquarie Group Ltd | 107,128 | $9.25M | 0.01% | −133,776−55.5% | Reduced |
| Mercer Global Advisors Inc | 107,716 | $9.31M | 0.05% | −2,599−2.4% | Reduced |
| Ninety One UK Ltd | 108,989 | $9.42M | 0.02% | +21,511+24.6% | Added |
| Border to Coast Pensions Partnership Ltd | 111,583 | $9.62M | 0.27% | +133+0.1% | Added |
| Wallington Asset Management, LLC | 112,510 | $9.72M | 1.68% | +3,175+2.9% | Added |
| Capstone Investment Advisors, LLC | 112,693 | $9.74M | 0.21% | +80,600+251.1% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 113,335 | $9.79M | 0.45% | +113,335 | New |
| Lawson Kroeker Investment Management Inc | 113,384 | $9.79M | 3.08% | +50.0% | Added |
| Nomura Asset Management Co Ltd | 114,311 | $9.88M | 0.05% | +13,900+13.8% | Added |
| Bridgecreek Investment Management, LLC | 115,540 | $9.98M | 1.48% | +1,425+1.2% | Added |
| CCM Investment Advisers LLC | 115,598 | $9.99M | 1.36% | +10,900+10.4% | Added |
| Amalgamated Bank | 117,332 | $10.1M | 0.08% | −424−0.4% | Reduced |
| Amalgamated Financial Corp. | 117,332 | $10.1M | 0.08% | +117,332 | New |
| F&V Capital Management, LLC | 117,400 | $10.1M | 3.07% | +117,400 | New |
| State of Michigan Retirement System | 118,012 | $10.2M | 0.06% | +7,710+7.0% | Added |
| Oppenheimer Asset Management Inc. | 119,279 | $10.3M | 0.15% | −47,532−28.5% | Reduced |
| Arizona State Retirement System | 120,233 | $10.4M | 0.08% | +276+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 120,256 | $10.4M | 0.01% | +24,208+25.2% | Added |
| South Dakota Investment Council | 120,430 | $10.4M | 0.21% | −35,208−22.6% | Reduced |
| Associated Banc-Corp | 120,747 | $10.4M | 0.40% | −106,033−46.8% | Reduced |
| Osborne Partners Capital Management, LLC | 122,537 | $10.6M | 0.78% | +3,578+3.0% | Added |
| Hi-Line Capital Management, LLC | 124,094 | $10.7M | 3.66% | +1,052+0.9% | Added |
| Man Group plc | 124,492 | $10.8M | 0.04% | +124,492 | New |
| First Republic Investment Management, Inc. | 124,590 | $10.8M | 0.02% | +28,814+30.1% | Added |
| DekaBank Deutsche Girozentrale | 123,316 | $10.8M | 0.03% | +11,155+9.9% | Added |
| MetLife Investment Management | 127,284 | $11.0M | 0.07% | +30,475+31.5% | Added |
| Teacher Retirement System of Texas | 127,319 | $11.0M | 0.06% | +15,090+13.4% | Added |
| American Assets Investment Management, LLC | 127,800 | $11.0M | 1.17% | 00.0% | Unchanged |
| Captrust Financial Advisors | 129,056 | $11.1M | 0.07% | +67,486+109.6% | Added |
| Steward Partners Investment Advisory, LLC | 131,456 | $11.4M | 0.18% | +67,921+106.9% | Added |
| American International Group, Inc. | 134,096 | $11.6M | 0.06% | +4,652+3.6% | Added |
| Twinbeech Capital LP | 136,816 | $11.8M | 0.52% | +136,816 | New |
| Gratus Capital LLC | 143,507 | $12.4M | 1.19% | +5,921+4.3% | Added |
| Mn Services Vermogensbeheer B.V. | 144,629 | $12.5M | 0.08% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 146,051 | $12.6M | 1.05% | −2,912−2.0% | Reduced |
| State of Alaska, Department of Revenue | 146,888 | $12.7M | 0.13% | −5,165−3.4% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $12.8M | 1.28% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 149,085 | $12.9M | 0.03% | +11,247+8.2% | Added |
| Vontobel Holding Ltd. | 149,722 | $13.1M | 0.11% | +10,694+7.7% | Added |
| MML Investors Services, LLC | 152,598 | $13.2M | 0.09% | +13,356+9.6% | Added |
| Spirit of America Management Corp | 153,036 | $13.2M | 2.59% | +86,704+130.7% | Added |
| American Century Companies Inc | 153,270 | $13.2M | 0.01% | +33,311+27.8% | Added |
| Retirement Systems of Alabama | 155,014 | $13.4M | 0.05% | +9,827+6.8% | Added |
| AXA S.A. | 155,580 | $13.4M | 0.04% | +131,687+551.2% | Added |
| ING Groep NV | 155,928 | $13.5M | 0.14% | +98,739+172.7% | Added |
| Hyman Charles D | 156,631 | $13.5M | 0.85% | +2,301+1.5% | Added |
| Guggenheim Capital LLC | 157,197 | $13.6M | 0.08% | +20,002+14.6% | Added |
| TD Asset Management Inc | 157,500 | $13.6M | 0.01% | +7,495+5.0% | Added |
| TCTC Holdings, LLC | 157,560 | $13.6M | 0.56% | −8,892−5.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 158,755 | $13.7M | 0.24% | −961,816−85.8% | Reduced |
| Keybank National Association | 160,585 | $13.9M | 0.06% | +1,362+0.9% | Added |
| Royal London Asset Management Ltd | 163,878 | $14.2M | 0.06% | +17,223+11.7% | Added |
| Torray LLC | 165,074 | $14.3M | 2.29% | −6,877−4.0% | Reduced |
| Voya Investment Management LLC | 170,252 | $14.7M | 0.03% | −74,090−30.3% | Reduced |
| Treasurer of the State of North Carolina | 172,214 | $14.9M | 0.08% | +13,375+8.4% | Added |
| Robeco Institutional Asset Management B.V. | 172,891 | $14.9M | 0.04% | +90,664+110.3% | Added |
| Natixis Advisors, L.P. | 174,025 | $15.0M | 0.06% | +13,088+8.1% | Added |
| Recurrent Investment Advisors LLC | 177,679 | $15.3M | 4.87% | +13,843+8.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,224 | $15.7M | 0.08% | +39,918+28.1% | Added |
| ProShare Advisors LLC | 183,850 | $15.9M | 0.03% | +13,143+7.7% | Added |
| Gabelli Funds LLC | 184,700 | $16.0M | 0.10% | −7,500−3.9% | Reduced |
| Glenmede Trust Co NA | 185,079 | $16.0M | 0.08% | −768−0.4% | Reduced |
| Aviva PLC | 188,501 | $16.3M | 0.08% | +51,693+37.8% | Added |