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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 2,493 | $215.0K | 0.03% | +2,493 | New |
| Gyon Technologies Capital Management, LP | 2,491 | $215.0K | 0.15% | +2,491 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,500 | $216.0K | 0.02% | −220,567−98.9% | Reduced |
| Greytown Advisors Inc. | 2,496 | $216.0K | 0.10% | −9,106−78.5% | Reduced |
| Acima Private Wealth, LLC | 2,500 | $216.0K | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,526 | $218.0K | 0.04% | +2,526 | New |
| Schrum Private Wealth Management LLC | 2,631 | $219.0K | 0.22% | −650−19.8% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $219.0K | 0.06% | +2,526 | New |
| Liberty Wealth Management LLC | 2,539 | $219.0K | 0.08% | +2,539 | New |
| Sutton Wealth Advisors Inc. | 2,545 | $219.9K | 0.08% | +595+30.5% | Added |
| First Foundation Advisors | 2,544 | $220.0K | 0.01% | +2,544 | New |
| Crawford Investment Counsel Inc | 2,556 | $221.0K | 0.00% | +2,556 | New |
| Burke & Herbert Bank & Trust Co | 2,572 | $222.0K | 0.14% | −294−10.3% | Reduced |
| Moller Financial Services | 2,568 | $222.0K | 0.07% | +2,568 | New |
| Brick & Kyle, Associates | 9,125 | $222.0K | 0.11% | +9,125 | New |
| Chemung Canal Trust Co | 2,584 | $223.0K | 0.04% | +2,584 | New |
| American Trust Investment Advisors, LLC | 2,590 | $224.0K | 0.12% | +2,590 | New |
| First Financial Bank - Trust Division | 2,598 | $225.0K | 0.02% | −1,218−31.9% | Reduced |
| CoreCap Advisors, LLC | 2,602 | $225.0K | 0.02% | +23+0.9% | Added |
| Good Life Advisors, LLC | 2,620 | $226.0K | 0.03% | +2,620 | New |
| CFO4Life Group, LLC | 2,617 | $226.0K | 0.05% | +2,617 | New |
| Gables Capital Management Inc. | 2,652 | $229.0K | 0.14% | 00.0% | Unchanged |
| SBB Research Group LLC | 2,646 | $229.0K | 0.05% | +2,646 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,665 | $230.0K | 0.06% | −164−5.8% | Reduced |
| We Are One Seven, LLC | 2,660 | $230.0K | 0.02% | +2,660 | New |
| Monetary Management Group Inc | 2,677 | $231.0K | 0.06% | 00.0% | Unchanged |
| LCNB Corp | 2,671 | $231.0K | 0.11% | +2,671 | New |
| Wealthcare Advisory Partners LLC | 2,682 | $232.0K | 0.01% | +2,682 | New |
| First City Capital Management, Inc. | 2,703 | $234.0K | 0.13% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $234.0K | 0.08% | −200−6.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,731 | $235.0K | 0.02% | −660−19.5% | Reduced |
| Investment Partners, Ltd. | 2,723 | $235.0K | 0.10% | +2,723 | New |
| Douglass Winthrop Advisors, LLC | 2,725 | $235.0K | 0.01% | +2,725 | New |
| Donaldson Capital Management, LLC | 2,725 | $235.0K | 0.01% | +2,725 | New |
| Aptus Capital Advisors, LLC | 2,725 | $235.0K | 0.01% | +2,725 | New |
| IVC Wealth Advisors LLC | 2,731 | $236.0K | 0.16% | +2,731 | New |
| Staley Capital Advisers Inc | 2,740 | $237.0K | 0.01% | +2,740 | New |
| LBMC Investment Advisors, LLC | 2,752 | $238.0K | 0.02% | +2,752 | New |
| Atlas Capital Advisors LLC | 2,768 | $239.1K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,779 | $240.0K | 0.04% | −13−0.5% | Reduced |
| CWS Financial Advisors, LLC | 2,773 | $240.0K | 0.09% | +2,773 | New |
| AdvisorNet Financial, Inc | 2,794 | $241.0K | 0.02% | −1,960−41.2% | Reduced |
| Port Capital LLC | 2,793 | $241.0K | 0.02% | −78−2.7% | Reduced |
| SCP Investment, LP | 2,800 | $242.0K | 0.10% | −2,800−50.0% | Reduced |
| Rossmore Private Capital | 2,801 | $242.0K | 0.04% | 00.0% | Unchanged |
| Apriem Advisors | 2,800 | $242.0K | 0.04% | +2,800 | New |
| Cadinha & Co LLC | 2,815 | $243.0K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,814 | $243.0K | 0.04% | +2+0.1% | Added |
| Laidlaw Wealth Management LLC | 2,809 | $243.0K | 0.04% | +2,809 | New |
| Plancorp, LLC | 2,834 | $245.0K | 0.02% | +43+1.5% | Added |
| First Citizens Bank & Trust Co | 2,853 | $247.0K | 0.01% | −30−1.0% | Reduced |
| Canvas Wealth Advisors, LLC | 2,717 | $247.0K | 0.09% | +2,717 | New |
| Carl Stuart Investment Advisor, Inc | 2,863 | $247.3K | 0.18% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,868 | $248.0K | 0.18% | 00.0% | Unchanged |
| Leisure Capital Management | 2,882 | $249.0K | 0.13% | +2,882 | New |
| Asset Management Corp | 2,898 | $250.0K | 0.15% | −2,778−48.9% | Reduced |
| Quadrant Capital Group LLC | 2,910 | $251.0K | 0.03% | +28+1.0% | Added |
| Trust Co of Vermont | 2,917 | $252.0K | 0.02% | −225−7.2% | Reduced |
| Stiles Financial Services Inc | 2,915 | $252.0K | 0.13% | −229−7.3% | Reduced |
| Lindbrook Capital, LLC | 2,914 | $252.0K | 0.04% | +26+0.9% | Added |
| Quilter Plc | 2,928 | $253.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,926 | $253.0K | 0.02% | +6+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $253.0K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,919 | $253.0K | 0.02% | −19−0.6% | Reduced |
| Chilton Capital Management LLC | 2,956 | $255.0K | 0.01% | +50+1.7% | Added |
| Solidarilty Wealth, LLC | 2,845 | $255.0K | 0.14% | +2,845 | New |
| Little House Capital LLC | 2,964 | $256.0K | 0.13% | −247−7.7% | Reduced |
| Old National Bancorp | 2,963 | $256.0K | 0.01% | −141−4.5% | Reduced |
| Modera Wealth Management, LLC | 3,003 | $259.0K | 0.01% | −3,352−52.7% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $259.0K | 0.19% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,015 | $260.0K | 0.14% | −1,711−36.2% | Reduced |
| Aigen Investment Management, LP | 3,009 | $260.0K | 0.04% | +3,009 | New |
| Old Point Trust & Financial Services N A | 3,023 | $261.0K | 0.11% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,026 | $261.4K | 0.08% | +55+1.9% | Added |
| First National Bank of South Miami | 3,035 | $263.0K | 0.16% | −241−7.4% | Reduced |
| Kanawha Capital Management LLC | 3,074 | $266.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,088 | $266.0K | 0.06% | +125+4.2% | Added |
| Pflug Koory, LLC | 3,094 | $267.0K | 0.13% | +50+1.6% | Added |
| Axxcess Wealth Management, LLC | 3,091 | $267.0K | 0.02% | +3,091 | New |
| Robertson Stephens Wealth Management, LLC | 3,108 | $268.0K | 0.02% | +3,108 | New |
| Whalerock Point Partners, LLC | 3,119 | $269.4K | 0.10% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,127 | $270.0K | 0.13% | +3,127 | New |
| CoreFirst Bank & Trust | 3,145 | $272.0K | 0.19% | −20−0.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,159 | $273.0K | 0.01% | +3,159 | New |
| InTrack Investment Management Inc | 3,161 | $273.0K | 0.22% | +3,161 | New |
| APCM Wealth Management for Individuals | 3,167 | $274.0K | 0.05% | −1,182−27.2% | Reduced |
| Towle & Co | 3,180 | $275.0K | 0.04% | +3,180 | New |
| Fukoku Mutual Life Insurance Co | 3,200 | $276.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,198 | $276.0K | 0.02% | +188+6.2% | Added |
| MSH Capital Advisors LLC | 3,200 | $276.4K | 0.11% | −400−11.1% | Reduced |
| Beaton Management Co. Inc. | 3,206 | $277.0K | 0.17% | +75+2.4% | Added |
| Yorktown Management & Research Co Inc | 3,226 | $279.0K | 0.24% | −224−6.5% | Reduced |
| Roundview Capital LLC | 3,228 | $279.0K | 0.03% | +423+15.1% | Added |
| Davidson Trust Co | 3,236 | $280.0K | 0.21% | −136−4.0% | Reduced |
| Blue Edge Capital, LLC | 3,247 | $280.5K | 0.06% | +4+0.1% | Added |
| Thrive Wealth Management, LLC | 3,261 | $282.0K | 0.08% | −97−2.9% | Reduced |
| Gryphon Financial Partners LLC | 3,284 | $284.0K | 0.06% | +3,284 | New |
| Financial Advisory Service, Inc. | 3,316 | $286.0K | 0.03% | +36+1.1% | Added |
| Kolinsky Wealth Management, LLC | 3,311 | $286.0K | 0.28% | +283+9.3% | Added |