Skip to main content

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; 2,108 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
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ1 2022: $29.1B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$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
InstitutionSharesValue% of portfolioChange in sharesAction
Laffer Tengler Investments0$00.00%−3,301−100.0%Sold out
Zacks Investment Management0$00.00%−3,094−100.0%Sold out
Blackston Financial Advisory Group, LLC0$00.00%−3,088−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−3,039−100.0%Sold out
Engine No. 1 LLC0$00.00%−2,999−100.0%Sold out
LGT Group Foundation0$00.00%−2,900−100.0%Sold out
Aries Wealth Management0$00.00%−2,773−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−2,623−100.0%Sold out
Edge Wealth Management LLC0$00.00%−1,500−100.0%Sold out
Henrickson Nauta Wealth Advisors, Inc.0$00.00%−1,150−100.0%Sold out
TD Capital Management LLC0$00.00%−1,290−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−1,000−100.0%Sold out
KRS Capital Management, LLC0$00.00%−994−100.0%Sold out
Elmwood Wealth Management, Inc.0$00.00%−750−100.0%Sold out
Comprehensive Financial Consultants Institutional, Inc.0$00.00%−642−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−727−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−611−100.0%Sold out
Clean Yield Group0$00.00%−535−100.0%Sold out
Old North State Trust, LLC0$00.00%−495−100.0%Sold out
Advocacy Wealth Management Services, LLC0$00.00%−470−100.0%Sold out
Ahl Investment Management, Inc.0$00.00%−332−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−279−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−249−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−250−100.0%Sold out
Richwood Investment Advisors, LLC0$00.00%−250−100.0%Sold out
Equitec Proprietary Markets, LLC0$00.00%−239−100.0%Sold out
TAP Consulting, LLC0$00.00%−237−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−223−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−220−100.0%Sold out
Cypress Capital Management LLC (WY)0$00.00%−200−100.0%Sold out
Ford Financial Group, LLC0$00.00%−175−100.0%Sold out
Ellevest, Inc.0$00.00%−135−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−143−100.0%Sold out
Truvestments Capital LLC0$00.00%−118−100.0%Sold out
Country Trust Bank0$00.00%−100−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−100−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−100−100.0%Sold out
Investmark Advisory Group LLC0$00.00%−100−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−80−100.0%Sold out
Optiver Holding B.V.0$00.00%−64−100.0%Sold out
Signet Financial Management, LLC0$00.00%−45−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−40−100.0%Sold out
Aquire Wealth Advisors, LLC0$00.00%−23−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−26−100.0%Sold out
Delta Asset Management LLC0$00.00%−17−100.0%Sold out
Tfo-TDC, LLC0$00.00%−12−100.0%Sold out
Widmann Financial Services, Inc.0$00.00%−23−100.0%Sold out
First Personal Financial Services0$00.00%−2−100.0%Sold out
Country Club Trust Company, n.a.––––Not filed
Alley Co LLC––––Not filed
Pineno Levin & Ford Asset Management, Inc.––––Not filed
Tdam USA Inc.––––Not filed
Resource Management, LLC––––Not filed
Doman Group, LLC––––Not filed
Finivi Inc.––––Not filed
Carroll Financial Associates, Inc.––––Not filed
NEXT Financial Group, Inc––––Not filed
First Midwest Bank Trust Division––––Not filed
Grace Capital––––Not filed
Crescent Capital Consulting, LLC––––Not filed
Markston International LLC––––Not filed
Mosaic Family Wealth, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Reilly Financial Advisors, LLC––––Not filed
Truehand, Inc––––Not filed
Bell Investment Advisors, Inc––––Not filed