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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 934 | $81.0K | 0.03% | +1+0.1% | Added |
| Trust Co | 944 | $82.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $83.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 987 | $84.8K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 989 | $85.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 999 | $86.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $86.0K | 0.08% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $89.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,038 | $90.0K | 0.00% | −179−14.7% | Reduced |
| Steward Financial Group LLC | 1,125 | $97.0K | 0.09% | −2−0.2% | Reduced |
| Hantz Financial Services, Inc. | 1,139 | $98.0K | 0.00% | +1+0.1% | Added |
| Mechanics Financial Corp | 1,150 | $99.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,148 | $99.0K | 0.02% | +18+1.6% | Added |
| Quent Capital, LLC | 1,165 | $101.0K | 0.02% | −122−9.5% | Reduced |
| Financial Management Professionals, Inc. | 1,177 | $102.0K | 0.02% | +38+3.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,192 | $103.0K | 0.05% | +28+2.4% | Added |
| Enterprise Trust & Investment Co | 1,200 | $104.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,254 | $108.0K | 0.02% | −192−13.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,249 | $108.0K | 0.03% | +18+1.5% | Added |
| Johnson Financial Group, Inc. | 1,257 | $109.0K | 0.01% | −335−21.0% | Reduced |
| JJJ Advisors Inc. | 1,277 | $110.0K | 0.03% | +70+5.8% | Added |
| State of Wyoming | 1,271 | $110.0K | 0.06% | +305+31.6% | Added |
| Freedman Financial Associates, Inc. | 1,286 | $111.0K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,310 | $113.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,181 | $114.0K | 0.01% | +1,181 | New |
| JNBA Financial Advisors | 1,342 | $116.0K | 0.02% | −1−0.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $117.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,397 | $120.0K | 0.01% | −2−0.1% | Reduced |
| Avion Wealth | 1,411 | $122.0K | 0.04% | +750+113.5% | Added |
| First Eagle Investment Management, LLC | 1,450 | $125.0K | 0.00% | +230+18.9% | Added |
| Smithfield Trust Co | 1,472 | $127.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,492 | $127.0K | 0.00% | +1,492 | New |
| HHM Wealth Advisors, LLC | 1,489 | $129.0K | 0.03% | −116−7.2% | Reduced |
| Hills Bank & Trust Co | 1,503 | $130.0K | 0.02% | +1,503 | New |
| Tompkins Financial Corp | 1,544 | $133.0K | 0.02% | +1,544 | New |
| Sandy Cove Advisors, LLC | 1,546 | $134.0K | 0.11% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,578 | $136.0K | 0.04% | +250+18.8% | Added |
| Aspire Private Capital, LLC | 1,669 | $144.0K | 0.05% | 00.0% | Unchanged |
| Motco | 1,689 | $146.0K | 0.01% | −752−30.8% | Reduced |
| Aquatic Capital Management LLC | 1,700 | $147.0K | 0.22% | +1,700 | New |
| Vestor Capital, LLC | 1,715 | $148.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,776 | $153.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,802 | $156.0K | 0.03% | +42+2.4% | Added |
| Bank of New Hampshire | 1,817 | $157.0K | 0.04% | +1,817 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $163.0K | 0.02% | +1,892 | New |
| Laurel Wealth Advisors LLC | 1,921 | $166.0K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,944 | $168.0K | 0.07% | −60−3.0% | Reduced |
| Brown Brothers Harriman & Co | 1,956 | $169.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,356 | $171.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,043 | $176.0K | 0.00% | +94+4.8% | Added |
| DuPont Capital Management Corp | 2,050 | $177.0K | 0.01% | −832−28.9% | Reduced |
| Zullo Investment Group, Inc. | 2,047 | $177.0K | 0.09% | +126+6.6% | Added |
| Exchange Traded Concepts, LLC | 2,102 | $182.0K | 0.00% | +1,122+114.5% | Added |
| Shufro Rose & Co LLC | 2,150 | $186.0K | 0.01% | +2,150 | New |
| Pinnacle Bancorp, Inc. | 2,181 | $188.0K | 0.07% | +185+9.3% | Added |
| Tarbox Family Office, Inc. | 2,191 | $189.0K | 0.04% | −84−3.7% | Reduced |
| Win Advisors, Inc | 2,223 | $192.0K | 0.05% | +2,223 | New |
| Anchor Investment Management, LLC | 2,278 | $196.8K | 0.02% | −50−2.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,291 | $198.0K | 0.16% | +2,291 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,312 | $200.0K | 0.04% | −28−1.2% | Reduced |
| Wade G W & Inc | 2,315 | $200.0K | 0.01% | +2,315 | New |
| Covenant Asset Management, LLC | 2,310 | $200.0K | 0.06% | +2,310 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $201.0K | 0.02% | +2,325 | New |
| Montag A & Associates Inc | 2,343 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bell Bank | 2,343 | $202.0K | 0.02% | +2,343 | New |
| Hurlow Wealth Management Group, Inc. | 2,335 | $202.0K | 0.12% | +2,335 | New |
| Chiron Capital Management, LLC | 2,333 | $202.0K | 0.13% | +2,333 | New |
| Precision Wealth Strategies, LLC | 2,335 | $202.0K | 0.12% | +2,335 | New |
| Saxon Interests, Inc. | 2,363 | $204.0K | 0.11% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $204.0K | 0.05% | +2,360 | New |
| X-Square Capital, LLC | 2,357 | $204.0K | 0.11% | +2,357 | New |
| Angeles Wealth Management, LLC | 2,358 | $204.0K | 0.04% | +2,358 | New |
| TCI Wealth Advisors, Inc. | 2,372 | $205.0K | 0.03% | +585+32.7% | Added |
| Greenwood Gearhart Inc | 2,370 | $205.0K | 0.03% | +2,370 | New |
| Barrett Asset Management, LLC | 2,392 | $206.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,385 | $206.0K | 0.01% | +404+20.4% | Added |
| Personal Capital Advisors Corp | 2,388 | $206.0K | 0.00% | +2,388 | New |
| Magnus Financial Group LLC | 2,387 | $206.0K | 0.03% | +2,387 | New |
| North Star Asset Management Inc | 2,401 | $207.0K | 0.01% | +2,401 | New |
| Ipswich Investment Management Co., Inc. | 2,400 | $207.0K | 0.05% | +2,400 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,400 | $207.0K | 0.03% | +2,400 | New |
| Point72 Europe (London) LLP | 2,400 | $207.0K | 0.08% | +2,400 | New |
| Change Path, LLC | 2,393 | $207.0K | 0.01% | +2,393 | New |
| Coastal Investment Advisors, Inc. | 2,398 | $207.0K | 0.04% | +2,398 | New |
| Canal Capital Management, LLC | 2,403 | $208.0K | 0.06% | +2,403 | New |
| Trust Co of Virginia | 2,414 | $209.0K | 0.02% | +2,414 | New |
| Soltis Investment Advisors LLC | 2,418 | $209.0K | 0.03% | +2,418 | New |
| Bray Capital Advisors | 2,431 | $210.0K | 0.05% | +19+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 2,431 | $210.0K | 0.11% | +942+63.3% | Added |
| Azimuth Capital Management LLC | 2,429 | $210.0K | 0.01% | +2,429 | New |
| B&D White Capital Company, LLC | 2,432 | $210.0K | 0.07% | +2,432 | New |
| Allegheny Financial Group LTD | 2,440 | $211.0K | 0.09% | +2,440 | New |
| Perigon Wealth Management, LLC | 2,455 | $212.0K | 0.01% | +2,455 | New |
| Measured Wealth Private Client Group, LLC | 2,452 | $212.0K | 0.08% | +2,452 | New |
| Albion Financial Group | 2,466 | $213.0K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 2,460 | $213.0K | 0.02% | +2,460 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,465 | $213.0K | 0.01% | +2,465 | New |
| M Holdings Securities, Inc. | 2,467 | $213.0K | 0.02% | +2,467 | New |
| Tranquility Partners, LLC | 2,466 | $213.0K | 0.10% | +2,466 | New |
| Brighton Jones LLC | 2,487 | $215.0K | 0.01% | −1,798−42.0% | Reduced |