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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 4,444 | $384.0K | 0.03% | −1,554−25.9% | Reduced |
| Strategy Asset Managers LLC | 4,466 | $386.0K | 0.08% | +4,466 | New |
| WP Advisors, LLC | 4,493 | $388.0K | 0.16% | −234−5.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,488 | $388.0K | 0.00% | +955+27.0% | Added |
| Williams Jones Wealth Management, LLC. | 4,513 | $390.0K | 0.01% | +4,513 | New |
| Estabrook Capital Management | 4,521 | $390.6K | 0.06% | +16+0.4% | Added |
| Allworth Financial LP | 4,551 | $393.0K | 0.01% | +1,796+65.2% | Added |
| Means Investment Co., Inc. | 4,564 | $394.0K | 0.07% | +4+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,571 | $394.0K | 0.03% | +54+1.2% | Added |
| Whitener Capital Management, Inc. | 4,610 | $398.0K | 0.15% | +3+0.1% | Added |
| Compton Capital Management Inc | 4,625 | $400.0K | 0.11% | −50−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,633 | $400.0K | 0.15% | +1,286+38.4% | Added |
| Mill Capital Management, LLC | 4,647 | $401.0K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,664 | $403.0K | 0.02% | −100−2.1% | Reduced |
| Riverwater Partners LLC | 4,667 | $403.0K | 0.66% | +118+2.6% | Added |
| Boothbay Fund Management, LLC | 4,669 | $403.0K | 0.01% | +173+3.8% | Added |
| Mairs & Power Inc | 4,682 | $404.0K | 0.00% | −1,098−19.0% | Reduced |
| Successful Portfolios LLC | 4,693 | $405.0K | 0.23% | −100−2.1% | Reduced |
| Orleans Capital Management Corp | 4,740 | $409.0K | 0.25% | −4,355−47.9% | Reduced |
| Tennessee Valley Asset Management Partners | 4,738 | $409.0K | 0.14% | −189−3.8% | Reduced |
| S.A. Mason LLC | 4,744 | $410.0K | 0.26% | −900−15.9% | Reduced |
| Siemens Fonds Invest GmbH | 4,745 | $410.0K | 0.03% | +136+3.0% | Added |
| Roberts Glore & Co Inc | 4,752 | $411.0K | 0.12% | −1,067−18.3% | Reduced |
| Equitable Holdings, Inc. | 4,795 | $414.0K | 0.01% | +700+17.1% | Added |
| Mirabella Financial Services LLP | 4,794 | $414.0K | 0.05% | +4,794 | New |
| Perpetual Investment Management Ltd | 4,805 | $415.0K | 0.05% | +21+0.4% | Added |
| Aldebaran Financial Inc. | 4,815 | $416.0K | 0.34% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 4,825 | $417.0K | 0.01% | +9+0.2% | Added |
| Coastline Trust Co | 4,839 | $418.0K | 0.05% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 4,850 | $419.0K | 0.04% | +4,850 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,864 | $420.0K | 0.02% | −350−6.7% | Reduced |
| Flagship Harbor Advisors, LLC | 4,859 | $420.0K | 0.04% | +1,956+67.4% | Added |
| Ballentine Partners, LLC | 4,859 | $420.0K | 0.01% | +4,859 | New |
| Clarius Group, LLC | 5,815 | $421.0K | 0.03% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 4,874 | $421.0K | 0.12% | +804+19.8% | Added |
| Evergreen Capital Management LLC | 4,882 | $422.0K | 0.02% | +281+6.1% | Added |
| Intrinsic Value Partners, LLC | 4,907 | $424.0K | 0.45% | −84−1.7% | Reduced |
| Coldstream Capital Management Inc | 4,922 | $425.0K | 0.01% | −1,444−22.7% | Reduced |
| Transform Wealth, LLC | 4,916 | $425.0K | 0.05% | −435−8.1% | Reduced |
| Altium Wealth Management LLC | 4,916 | $425.0K | 0.03% | −281−5.4% | Reduced |
| Conning Inc. | 4,929 | $426.0K | 0.01% | −218−4.2% | Reduced |
| Signaturefd, LLC | 4,926 | $426.0K | 0.01% | +223+4.7% | Added |
| Essex Financial Services, Inc. | 4,928 | $426.0K | 0.04% | +4,928 | New |
| Weik Capital Management | 4,940 | $427.0K | 0.17% | −650−11.6% | Reduced |
| Personal Cfo Solutions, LLC | 4,955 | $428.0K | 0.08% | +387+8.5% | Added |
| Probity Advisors, Inc. | 4,968 | $429.0K | 0.09% | −128−2.5% | Reduced |
| J. W. Coons Advisors, LLC | 4,967 | $430.0K | 0.13% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,010 | $433.0K | 0.06% | −48−0.9% | Reduced |
| Vaughan David Investments LLC | 5,032 | $435.0K | 0.01% | −554−9.9% | Reduced |
| EP Wealth Advisors, LLC | 5,077 | $439.0K | 0.01% | −942−15.7% | Reduced |
| Hanson & Doremus Investment Management | 5,080 | $439.0K | 0.09% | −117−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,076 | $439.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 5,102 | $441.0K | 0.01% | −230−4.3% | Reduced |
| Inlet Private Wealth, LLC | 5,127 | $443.0K | 0.11% | +101+2.0% | Added |
| Verity Asset Management, Inc. | 5,163 | $447.0K | 0.28% | +1,144+28.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,189 | $448.0K | 0.05% | −94−1.8% | Reduced |
| Whittier Trust Co | 5,209 | $450.0K | 0.01% | +296+6.0% | Added |
| Integrated Advisors Network LLC | 5,208 | $450.0K | 0.03% | +551+11.8% | Added |
| TD Waterhouse Canada Inc. | 5,230 | $452.0K | 0.00% | −614−10.5% | Reduced |
| Institutional & Family Asset Management, LLC | 5,241 | $453.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,251 | $454.0K | 0.07% | −52−1.0% | Reduced |
| Meristem Family Wealth, LLC | 5,305 | $458.0K | 0.05% | −393−6.9% | Reduced |
| Valley Brook Capital Group | 5,305 | $458.0K | 0.40% | +251+5.0% | Added |
| Patron Partners Advisors, LLC | 5,319 | $459.0K | 0.31% | −884−14.3% | Reduced |
| Symphony Financial, Ltd. Co. | 5,527 | $459.0K | 0.11% | +914+19.8% | Added |
| BOK Financial Private Wealth, Inc. | 5,326 | $460.0K | 0.03% | +1,330+33.3% | Added |
| Hexagon Capital Partners LLC | 5,353 | $462.0K | 0.12% | +508+10.5% | Added |
| Washington Trust Co | 5,370 | $464.0K | 0.02% | +641+13.6% | Added |
| Garrison Point Advisors, LLC | 5,405 | $467.0K | 0.33% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,432 | $470.0K | 0.02% | −263−4.6% | Reduced |
| Arrow Investment Advisors, LLC | 5,462 | $472.0K | 0.35% | +5,462 | New |
| Wolverine Trading, LLC | 5,412 | $473.0K | 0.01% | −38,647−87.7% | Reduced |
| Valmark Advisers, Inc. | 5,472 | $473.0K | 0.01% | +923+20.3% | Added |
| Regent Investment Management LLC | 5,485 | $474.0K | 0.11% | −57−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,499 | $475.0K | 0.03% | −1,740−24.0% | Reduced |
| Outfitter Financial LLC | 5,500 | $475.0K | 0.36% | 00.0% | Unchanged |
| Enhancing Capital LLC | 5,500 | $475.0K | 0.51% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,499 | $475.0K | 0.23% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,498 | $475.0K | 0.28% | +256+4.9% | Added |
| Brewin Dolphin Ltd | 5,500 | $475.0K | 0.02% | +1,244+29.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,503 | $475.4K | 0.07% | +354+6.9% | Added |
| Neo Ivy Capital Management | 5,518 | $476.0K | 0.43% | +2,569+87.1% | Added |
| Lido Advisors, LLC | 5,524 | $477.0K | 0.01% | −1,501−21.4% | Reduced |
| Bivin & Associates, Inc. | 5,520 | $477.0K | 0.44% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,532 | $477.0K | 0.05% | +1,465+36.0% | Added |
| Machina Capital S.A.S. | 5,535 | $478.0K | 1.05% | −1,201−17.8% | Reduced |
| Campion Asset Management LLC | 5,596 | $483.0K | 0.41% | −16−0.3% | Reduced |
| Sandia Investment Management LP | 5,600 | $484.0K | 0.07% | +5,600 | New |
| Ambassador Advisors, LLC | 5,641 | $487.0K | 0.09% | +116+2.1% | Added |
| Rosenberg Matthew Hamilton | 5,658 | $489.0K | 0.17% | +350+6.6% | Added |
| Searle & Co. | 5,675 | $490.0K | 0.18% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 5,675 | $490.0K | 0.01% | +5,675 | New |
| Cornerstone Wealth Management, LLC | 5,712 | $493.0K | 0.05% | −258−4.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $493.0K | 0.10% | +100+1.8% | Added |
| Essex Savings Bank | 5,739 | $496.0K | 0.16% | −25−0.4% | Reduced |
| Manchester Capital Management LLC | 5,743 | $496.0K | 0.07% | +285+5.2% | Added |
| Groesbeck Investment Management Corp | 5,751 | $496.0K | 0.56% | +5,751 | New |
| Compagnie Lombard Odier SCmA | 5,753 | $497.0K | 0.01% | −19,796−77.5% | Reduced |
| Cambridge Trust Co | 5,769 | $499.0K | 0.02% | +153+2.7% | Added |
| Savant Capital, LLC | 5,798 | $501.0K | 0.02% | +67+1.2% | Added |