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 |
|---|---|---|---|---|---|
| Gamble Jones Investment Counsel | 3,327 | $287.0K | 0.02% | −145−4.2% | Reduced |
| Roosevelt Investment Group LLC | 3,320 | $287.0K | 0.02% | +3,320 | New |
| JT Stratford LLC | 3,333 | $288.0K | 0.08% | +377+12.8% | Added |
| Buckingham Strategic Partners | 3,331 | $288.0K | 0.03% | +3,331 | New |
| Allen Investment Management LLC | 3,342 | $289.0K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,351 | $289.0K | 0.06% | +3,351 | New |
| E&G Advisors, LP | 3,352 | $290.0K | 0.08% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,520 | $293.0K | 0.22% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,399 | $294.0K | 0.02% | +4+0.1% | Added |
| PFG Advisors | 3,415 | $295.0K | 0.03% | −755−18.1% | Reduced |
| PDS Planning, Inc | 3,419 | $295.0K | 0.05% | +170+5.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,253 | $295.0K | 0.01% | +469+16.8% | Added |
| WBH Advisory Inc | 3,397 | $296.0K | 0.04% | −653−16.1% | Reduced |
| MTM Investment Management, LLC | 3,430 | $296.0K | 0.14% | −500−12.7% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $296.0K | 0.09% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,424 | $296.0K | 0.01% | +513+17.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $297.0K | 0.00% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,455 | $298.0K | 0.01% | −389−10.1% | Reduced |
| MQS Management LLC | 3,444 | $298.0K | 0.24% | +267+8.4% | Added |
| Boston Private Wealth LLC | 3,450 | $298.0K | 0.00% | +585+20.4% | Added |
| IFG Advisory, LLC | 3,461 | $299.0K | 0.03% | −243−6.6% | Reduced |
| Spinnaker Trust | 3,461 | $299.0K | 0.02% | −123−3.4% | Reduced |
| Athena Investment Management | 3,523 | $300.0K | 0.23% | +3,523 | New |
| Spinnaker Investment Group, LLC | 3,630 | $303.0K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,509 | $303.0K | 0.03% | +361+11.5% | Added |
| Ahrens Investment Partners LLC | 3,523 | $304.0K | 0.10% | +425+13.7% | Added |
| GHP Investment Advisors, Inc. | 3,541 | $306.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $306.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,541 | $306.0K | 0.10% | +3,541 | New |
| Excalibur Management Corp | 3,551 | $307.0K | 0.13% | −2,014−36.2% | Reduced |
| Field & Main Bank | 3,574 | $309.0K | 0.19% | +25+0.7% | Added |
| Vectors Research Management, LLC | 3,591 | $310.0K | 0.07% | −188−5.0% | Reduced |
| HNP Capital LLC | 3,591 | $310.0K | 0.07% | −188−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 3,558 | $310.0K | 0.02% | −136−3.7% | Reduced |
| Tributary Capital Management, LLC | 3,600 | $311.0K | 0.02% | −200−5.3% | Reduced |
| Dodge & Cox | 3,600 | $311.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,616 | $312.0K | 0.00% | −1,300−26.4% | Reduced |
| Jmac Enterprises LLC | 3,635 | $314.0K | 0.07% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,652 | $315.0K | 0.16% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,660 | $316.0K | 0.11% | 00.0% | Unchanged |
| Welch Group, LLC | 3,671 | $317.0K | 0.02% | +343+10.3% | Added |
| Foster & Motley Inc | 3,679 | $318.0K | 0.02% | −557−13.1% | Reduced |
| Sentry Investment Management LLC | 3,678 | $318.0K | 0.10% | −214−5.5% | Reduced |
| IHT Wealth Management, LLC | 3,705 | $320.0K | 0.02% | +3,705 | New |
| Corbyn Investment Management Inc | 3,714 | $321.0K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,712 | $321.0K | 0.01% | +22+0.6% | Added |
| KCM Investment Advisors LLC | 3,738 | $323.0K | 0.01% | −256−6.4% | Reduced |
| American Research & Management Co. | 3,755 | $324.0K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,771 | $326.0K | 0.08% | +738+24.3% | Added |
| Capital Investment Advisors, LLC | 3,786 | $327.0K | 0.01% | +93+2.5% | Added |
| Callahan Advisors, LLC | 3,800 | $328.0K | 0.04% | +874+29.9% | Added |
| Goodman Financial Corp | 3,813 | $329.0K | 0.09% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,815 | $329.0K | 0.13% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 3,810 | $329.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,810 | $329.0K | 0.04% | +1,037+37.4% | Added |
| Financial Advocates Investment Management | 3,824 | $330.0K | 0.02% | +1,014+36.1% | Added |
| Trust Co of Oklahoma | 3,852 | $332.8K | 0.13% | 00.0% | Unchanged |
| Bank Hapoalim BM | 3,851 | $333.0K | 0.03% | −1,991−34.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,859 | $333.0K | 0.04% | +292+8.2% | Added |
| First National Bank Sioux Falls | 3,861 | $334.0K | 0.35% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,887 | $336.0K | 0.01% | +663+20.6% | Added |
| Wedgewood Investors Inc | 3,899 | $337.0K | 0.41% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,901 | $337.0K | 0.01% | +313+8.7% | Added |
| Next Capital Management LLC | 3,904 | $337.0K | 0.23% | +3,904 | New |
| Money Concepts Capital Corp | 3,927 | $339.0K | 0.02% | +3,927 | New |
| Pinnacle Financial Partners Inc | 3,949 | $341.0K | 0.01% | −1,003−20.3% | Reduced |
| Desjardins Global Asset Management Inc. | 3,950 | $341.0K | 0.03% | −192−4.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,960 | $342.0K | 0.09% | +3,960 | New |
| Kistler-Tiffany Companies, LLC | 3,987 | $344.0K | 0.06% | +3,733+1,469.7% | Added |
| Wilkins Investment Counsel Inc | 3,989 | $345.0K | 0.08% | −1,081−21.3% | Reduced |
| Ameritas Advisory Services, LLC | 3,989 | $345.0K | 0.01% | +675+20.4% | Added |
| Autumn Glory Partners, LLC | 4,000 | $346.0K | 0.20% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 3,995 | $346.0K | 0.03% | +3,995 | New |
| SignalPoint Asset Management, LLC | 4,015 | $347.0K | 0.11% | −211−5.0% | Reduced |
| John G Ullman & Associates Inc | 4,030 | $348.0K | 0.05% | +20+0.5% | Added |
| Insight Folios Inc | 4,061 | $351.0K | 0.16% | +311+8.3% | Added |
| Your Advocates Ltd., LLP | 4,076 | $352.0K | 0.20% | −1,349−24.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,071 | $352.0K | 0.03% | +816+25.1% | Added |
| Sunbelt Securities, Inc. | 4,044 | $354.0K | 0.06% | −599−12.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,092 | $354.0K | 0.04% | −900−18.0% | Reduced |
| Segment Wealth Management, LLC | 4,108 | $355.0K | 0.04% | +15+0.4% | Added |
| Assenagon Asset Management S.A. | 4,105 | $355.0K | 0.00% | +229+5.9% | Added |
| LVM Capital Management Ltd | 4,125 | $356.0K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,139 | $358.0K | 0.02% | +963+30.3% | Added |
| Chicago Partners Investment Group LLC | 3,772 | $360.0K | 0.03% | +684+22.2% | Added |
| Integrated Wealth Concepts LLC | 4,210 | $364.0K | 0.01% | +4,210 | New |
| Aaron Wealth Advisors | 31,445 | $364.0K | 0.01% | +31,445 | New |
| Waldron Private Wealth LLC | 4,247 | $366.0K | 0.02% | +406+10.6% | Added |
| Private Portfolio Partners LLC | 4,247 | $366.9K | 0.09% | −69−1.6% | Reduced |
| Acropolis Investment Management, LLC | 4,258 | $368.0K | 0.03% | +408+10.6% | Added |
| J2 Capital Management Inc | 4,302 | $372.0K | 0.41% | +148+3.6% | Added |
| Busey Wealth Management | 4,316 | $373.0K | 0.01% | −147−3.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,315 | $373.0K | 0.23% | +83+2.0% | Added |
| Westwood Holdings Group Inc. | 4,322 | $374.0K | 0.00% | −2,354−35.3% | Reduced |
| Pitcairn Co | 4,333 | $374.0K | 0.03% | −158−3.5% | Reduced |
| FineMark National Bank & Trust | 4,335 | $375.0K | 0.01% | −7−0.2% | Reduced |
| Austin Private Wealth, LLC | 4,366 | $377.0K | 0.08% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,382 | $379.0K | 0.04% | +4,382 | New |
| Woodmont Investment Counsel LLC | 4,412 | $381.0K | 0.04% | +4,412 | New |
| Roman Butler Fullerton & Co | 4,432 | $383.0K | 0.18% | −172−3.7% | Reduced |