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 Planning Services, Inc. | 5,806 | $502.0K | 0.09% | −3−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,902 | $509.9K | 0.11% | +5,902 | New |
| Cullinan Associates Inc | 5,900 | $510.0K | 0.03% | −174−2.9% | Reduced |
| Argent Trust Co | 5,911 | $510.0K | 0.03% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,910 | $511.0K | 0.17% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,913 | $511.0K | 0.14% | +1,417+31.5% | Added |
| MCF Advisors LLC | 5,947 | $514.0K | 0.05% | +5,947 | New |
| Westbourne Investment Advisors, Inc. | 5,966 | $515.0K | 0.21% | −100−1.6% | Reduced |
| Flputnam Investment Management Co | 6,011 | $519.0K | 0.02% | +75+1.3% | Added |
| Heck Capital Advisors, LLC | 6,021 | $520.2K | 0.09% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 6,037 | $522.0K | 0.20% | −1,568−20.6% | Reduced |
| Syntax Advisors, LLC | 6,037 | $522.0K | 0.44% | −1,568−20.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $523.0K | 0.20% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,090 | $526.0K | 0.10% | −611−9.1% | Reduced |
| Private Trust Co NA | 6,116 | $528.0K | 0.08% | +336+5.8% | Added |
| Checchi Capital Advisers, LLC | 6,124 | $529.0K | 0.05% | +1,049+20.7% | Added |
| Dividend Assets Capital, LLC | 6,124 | $529.0K | 0.10% | +3,946+181.2% | Added |
| Invst, LLC | 5,921 | $530.0K | 0.09% | +193+3.4% | Added |
| Clearstead Advisors, LLC | 6,165 | $533.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,174 | $533.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,187 | $534.0K | 0.11% | −912−12.8% | Reduced |
| Pacific Global Investment Management CO | 6,201 | $536.0K | 0.10% | −252−3.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,209 | $536.0K | 0.06% | +1,030+19.9% | Added |
| Quantamental Technologies LLC | 6,227 | $538.0K | 0.31% | −14,461−69.9% | Reduced |
| American Financial Group Inc | 6,250 | $540.0K | 0.16% | +6,250 | New |
| Bennicas & Associates, Inc. | 6,300 | $544.0K | 0.27% | +942+17.6% | Added |
| Nwam LLC | 6,311 | $545.0K | 0.04% | −3,095−32.9% | Reduced |
| Clark Capital Management Group, Inc. | 6,338 | $548.0K | 0.01% | −166−2.6% | Reduced |
| Weatherly Asset Management L. P. | 6,358 | $549.0K | 0.06% | −169−2.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,395 | $550.6K | 0.01% | −810−11.2% | Reduced |
| South Street Advisors LLC | 6,420 | $555.0K | 0.11% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 6,453 | $557.0K | 0.36% | 00.0% | Unchanged |
| Pendal Group Limited | 6,445 | $557.0K | 0.00% | +6,445 | New |
| Baker Tilly Wealth Management, LLC | 6,464 | $558.0K | 0.06% | −284−4.2% | Reduced |
| Benjamin Edwards Inc | 6,465 | $559.0K | 0.16% | +93+1.5% | Added |
| U S Global Investors Inc | 6,500 | $562.0K | 0.02% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $562.0K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,513 | $563.0K | 0.10% | −1,738−21.1% | Reduced |
| Childress Capital Advisors, LLC | 6,514 | $563.0K | 0.20% | +85+1.3% | Added |
| Peoples Financial Services Corp. | 6,537 | $564.0K | 0.24% | −523−7.4% | Reduced |
| Cutler Group LP | 6,531 | $564.0K | 0.05% | +3,280+100.9% | Added |
| C2C Wealth Management, LLC | 6,267 | $567.0K | 0.10% | −1,900−23.3% | Reduced |
| Palisade Asset Management, LLC | 6,569 | $567.0K | 0.07% | −285−4.2% | Reduced |
| Tocqueville Asset Management L.P. | 6,566 | $567.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,578 | $568.0K | 0.02% | −4,351−39.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,579 | $568.0K | 0.03% | +819+14.2% | Added |
| Sandy Spring Bank | 6,582 | $569.0K | 0.03% | +123+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,597 | $570.0K | 0.00% | +5,012+316.2% | Added |
| Wealth Alliance | 6,612 | $571.0K | 0.12% | +189+2.9% | Added |
| Forum Financial Management, LP | 6,619 | $571.0K | 0.03% | +237+3.7% | Added |
| RFG Advisory, LLC | 6,605 | $571.0K | 0.04% | +514+8.4% | Added |
| HighTower Trust Services, LTA | 6,606 | $571.0K | 0.05% | +6,606 | New |
| Ontario Teachers Pension Plan Board | 6,624 | $572.0K | 0.01% | −6,507−49.6% | Reduced |
| Vise Technologies, Inc. | 6,651 | $575.0K | 0.22% | −1,866−21.9% | Reduced |
| Peapack Gladstone Financial Corp | 6,656 | $575.0K | 0.01% | −788−10.6% | Reduced |
| San Luis Wealth Advisors LLC | 7,937 | $575.0K | 0.28% | +7,937 | New |
| Atlas Private Wealth Management | 6,698 | $579.0K | 0.34% | +767+12.9% | Added |
| 1st Source Bank | 6,706 | $579.0K | 0.04% | +895+15.4% | Added |
| Van Hulzen Asset Management, LLC | 6,715 | $580.0K | 0.06% | 00.0% | Unchanged |
| Chelsea Counsel Co | 6,804 | $588.0K | 0.26% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,838 | $591.0K | 0.05% | −25,798−79.0% | Reduced |
| Hilltop Holdings Inc. | 6,866 | $593.0K | 0.07% | −815−10.6% | Reduced |
| Lincoln Capital LLC | 6,862 | $593.0K | 0.14% | −180−2.6% | Reduced |
| Corsicana & Co. | 6,872 | $594.0K | 0.38% | +470+7.3% | Added |
| Gamco Investors, Inc. Et Al | 6,905 | $597.0K | 0.01% | −950−12.1% | Reduced |
| Nations Financial Group Inc, | 6,942 | $600.0K | 0.07% | +3,201+85.6% | Added |
| Covington Capital Management | 6,958 | $601.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,966 | $602.0K | 0.01% | +889+14.6% | Added |
| Metis Global Partners, LLC | 6,979 | $602.0K | 0.07% | +3,157+82.6% | Added |
| Cladis Investment Advisory, LLC | 6,969 | $602.1K | 0.49% | −20−0.3% | Reduced |
| Cypress Capital Management LLC | 7,012 | $606.0K | 0.08% | −454−6.1% | Reduced |
| Drive Wealth Management, LLC | 7,030 | $607.0K | 0.51% | −890−11.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $607.0K | 0.37% | 00.0% | Unchanged |
| Greenleaf Trust | 7,035 | $608.0K | 0.01% | −452−6.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,056 | $610.0K | 0.14% | −1,702−19.4% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $612.0K | 0.18% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 7,145 | $617.0K | 0.21% | +156+2.2% | Added |
| American Portfolios Advisors | 7,178 | $620.1K | 0.02% | +511+7.7% | Added |
| Navalign, LLC | 7,490 | $622.0K | 0.26% | +404+5.7% | Added |
| Seeyond | 7,218 | $623.0K | 0.06% | +2,483+52.4% | Added |
| CIBC World Markets Inc. | 7,236 | $625.0K | 0.00% | +2,766+61.9% | Added |
| Americana Partners, LLC | 7,322 | $627.0K | 0.19% | +1,355+22.7% | Added |
| Eqis Capital Management, Inc. | 7,271 | $628.0K | 0.06% | +7,271 | New |
| Retirement Group, LLC | 7,289 | $630.0K | 0.24% | +605+9.1% | Added |
| Thomas White International Ltd | 7,300 | $631.0K | 0.11% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 7,302 | $631.0K | 0.40% | +132+1.8% | Added |
| Caldwell Trust Co | 7,363 | $636.1K | 0.08% | −1,545−17.3% | Reduced |
| Glenview Trust Co | 7,377 | $637.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 7,381 | $637.0K | 0.00% | +27+0.4% | Added |
| Aull & Monroe Investment Management Corp | 7,377 | $637.0K | 0.29% | +300+4.2% | Added |
| Veriti Management LLC | 7,369 | $637.0K | 0.08% | +1,385+23.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,405 | $640.0K | 0.21% | +45+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 7,409 | $640.0K | 0.36% | +54+0.7% | Added |
| XTX Topco Ltd | 7,421 | $641.0K | 0.28% | +4,017+118.0% | Added |
| IBM Retirement Fund | 7,449 | $644.0K | 0.09% | +157+2.2% | Added |
| American Trust | 7,538 | $652.0K | 0.04% | −863−10.3% | Reduced |
| CAPROCK Group, Inc. | 7,554 | $653.0K | 0.06% | +3,394+81.6% | Added |
| ICA Group Wealth Management, LLC | 6,156 | $653.0K | 0.12% | +6,156 | New |
| AMG National Trust Bank | 7,576 | $655.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,595 | $656.0K | 0.11% | 00.0% | Unchanged |