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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 250 | $21.0K | 0.01% | −3,341−93.0% | Reduced |
| Morton Brown Family Wealth, LLC | 238 | $21.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 240 | $21.0K | 0.03% | +101+72.7% | Added |
| Loomis Sayles & Co L P | 259 | $22.0K | 0.00% | −59−18.6% | Reduced |
| Mascoma Wealth Management LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 263 | $23.0K | 0.00% | +2+0.8% | Added |
| McCarthy Asset Management, Inc. | 275 | $24.0K | 0.02% | +1+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 278 | $24.0K | 0.01% | −250−47.3% | Reduced |
| Lee Financial Co | 294 | $25.0K | 0.00% | −1,000−77.3% | Reduced |
| Dravo Bay LLC | 296 | $25.6K | 0.02% | +296 | New |
| Rocky Mountain Advisers, LLC | 299 | $26.0K | 0.03% | −125−29.5% | Reduced |
| Hoese & Co LLP | 302 | $26.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 316 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 315 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 325 | $28.0K | 0.01% | −923−74.0% | Reduced |
| First Community Trust NA | 334 | $29.0K | 0.03% | +126+60.6% | Added |
| CNB Bank | 348 | $30.0K | 0.02% | +45+14.9% | Added |
| Norwood Financial Corp | 360 | $31.0K | 0.04% | −100−21.7% | Reduced |
| Accel Wealth Management | 357 | $31.0K | 0.02% | +200+127.4% | Added |
| Worth Asset Management, LLC | 350 | $32.0K | 0.02% | +350 | New |
| Evolution Advisers, Inc. | 393 | $33.0K | 0.02% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 392 | $34.0K | 0.01% | +4+1.0% | Added |
| Harvest Fund Management Co., Ltd | 415 | $35.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 419 | $36.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 418 | $36.0K | 0.04% | +12+3.0% | Added |
| Oakworth Capital, Inc. | 426 | $37.0K | 0.00% | −300−41.3% | Reduced |
| Curi Capital | 432 | $37.0K | 0.01% | +4+0.9% | Added |
| DB Wealth Management Group, LLC | 435 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 450 | $39.0K | 0.02% | −50−10.0% | Reduced |
| Godsey & Gibb Associates | 450 | $39.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 457 | $39.0K | 0.01% | +3+0.7% | Added |
| Heritage Wealth Management, LLC | 449 | $39.0K | 0.01% | +449 | New |
| Archer Investment Corp | 479 | $39.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 466 | $40.0K | 0.03% | −46−9.0% | Reduced |
| Achmea Investment Management B.V. | 465 | $40.0K | 0.00% | +465 | New |
| Larson Financial Group LLC | 476 | $41.0K | 0.01% | −54−10.2% | Reduced |
| Pin Oak Investment Advisors Inc | 469 | $41.0K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 471 | $41.0K | 0.01% | +13+2.8% | Added |
| Private Capital Group, LLC | 485 | $42.0K | 0.01% | −10−2.0% | Reduced |
| AGF Investments LLC | 498 | $43.0K | 0.00% | +6+1.2% | Added |
| MV Capital Management, Inc. | 505 | $44.0K | 0.01% | +6+1.2% | Added |
| Siena Capital LLC | 505 | $44.0K | 0.02% | +505 | New |
| SRS Capital Advisors, Inc. | 517 | $45.0K | 0.01% | +12+2.4% | Added |
| Endurance Wealth Management, Inc. | 530 | $46.0K | 0.01% | −150−22.1% | Reduced |
| Baystate Wealth Management LLC | 530 | $46.0K | 0.00% | +6+1.1% | Added |
| Sierra Capital LLC | 535 | $46.0K | 0.01% | +17+3.3% | Added |
| Tyler-Stone Wealth Management | 538 | $47.0K | 0.03% | +34+6.7% | Added |
| Creative Financial Designs Inc | 564 | $49.0K | 0.01% | −21−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 571 | $49.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 572 | $49.0K | 0.00% | +77+15.6% | Added |
| CVA Family Office, LLC | 583 | $50.0K | 0.01% | +65+12.5% | Added |
| First Command Financial Services, Inc. | 588 | $51.0K | 0.01% | −10−1.7% | Reduced |
| First Command Bank | 588 | $51.0K | 0.01% | −12−2.0% | Reduced |
| Coastal Capital Group, Inc. | 589 | $51.0K | 0.01% | +3+0.5% | Added |
| Glassman Wealth Services | 594 | $51.0K | 0.01% | +41+7.4% | Added |
| Riverview Trust Co | 590 | $51.0K | 0.04% | +358+154.3% | Added |
| Lenox Wealth Advisors, LLC | 619 | $52.0K | 0.01% | −162−20.7% | Reduced |
| Syverson Strege & Co | 604 | $52.0K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 640 | $55.0K | 0.01% | −635−49.8% | Reduced |
| Covestor Ltd | 641 | $55.0K | 0.04% | +362+129.7% | Added |
| Spartan Planning & Wealth Management | 634 | $55.0K | 0.07% | +634 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 649 | $56.0K | 0.02% | +1+0.2% | Added |
| Miller Wealth Advisors, LLC | 646 | $56.0K | 0.04% | +5+0.8% | Added |
| Selective Wealth Management, Inc. | 650 | $56.0K | 0.02% | +650 | New |
| Clearview Wealth Advisors LLC | 661 | $57.0K | 0.04% | −301−31.3% | Reduced |
| Pacifica Partners Inc. | 676 | $57.0K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 656 | $57.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 682 | $59.0K | 0.01% | −8−1.2% | Reduced |
| Toth Financial Advisory Corp | 682 | $59.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 681 | $59.0K | 0.02% | +8+1.2% | Added |
| Heritage Wealth Advisors | 678 | $59.0K | 0.00% | +50+8.0% | Added |
| First PREMIER Bank | 701 | $60.0K | 0.02% | −1,680−70.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 698 | $60.0K | 0.01% | −19−2.6% | Reduced |
| Vigilant Capital Management, LLC | 700 | $60.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 691 | $60.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 707 | $61.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 739 | $65.0K | 0.02% | +299+68.0% | Added |
| City State Bank | 766 | $66.0K | 0.04% | −100−11.5% | Reduced |
| Piscataqua Savings Bank | 778 | $67.0K | 0.05% | −215−21.7% | Reduced |
| Versant Capital Management, Inc | 771 | $67.0K | 0.02% | −1−0.1% | Reduced |
| Beacon Capital Management, LLC | 778 | $68.0K | 0.02% | +778 | New |
| Missouri Trust & Investment Co | 793 | $69.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 800 | $69.1K | 0.02% | +800 | New |
| Shell Asset Management Co | 807 | $70.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 823 | $71.0K | 0.01% | −39−4.5% | Reduced |
| Trustcore Financial Services, LLC | 824 | $71.0K | 0.01% | +388+89.0% | Added |
| TCWP LLC | 825 | $71.0K | 0.01% | +825 | New |
| Optimum Investment Advisors | 838 | $72.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 849 | $73.0K | 0.01% | +226+36.3% | Added |
| Zions Bancorporation, N.A. | 868 | $75.0K | 0.01% | −3,092−78.1% | Reduced |
| Stonebridge Capital Advisors LLC | 872 | $75.0K | 0.01% | +55+6.7% | Added |
| Ellis Investment Partners, LLC | 875 | $75.0K | 0.02% | +107+13.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 870 | $75.0K | 0.04% | +450+107.1% | Added |
| Concord Wealth Partners | 876 | $76.0K | 0.02% | −26−2.9% | Reduced |
| Evoke Wealth, LLC | 897 | $77.0K | 0.00% | +188+26.5% | Added |
| Evermay Wealth Management LLC | 900 | $78.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 912 | $78.0K | 0.02% | +4+0.4% | Added |
| McIlrath & Eck, LLC | 921 | $80.0K | 0.02% | +1+0.1% | Added |