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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 7,590 | $656.0K | 0.06% | +1,929+34.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,639 | $660.0K | 0.42% | +140+1.9% | Added |
| Thoroughbred Financial Services, LLC | 7,643 | $660.0K | 0.11% | +4,713+160.9% | Added |
| Csenge Advisory Group | 7,649 | $661.0K | 0.05% | +2,619+52.1% | Added |
| Islay Capital Management, LLC | 7,670 | $663.0K | 0.55% | −1,207−13.6% | Reduced |
| Banque Cantonale Vaudoise | 7,702 | $665.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,741 | $669.0K | 0.02% | +4,053+109.9% | Added |
| Bull Street Advisors, LLC | 7,751 | $670.0K | 0.33% | 00.0% | Unchanged |
| Colony Group LLC | 7,759 | $670.0K | 0.01% | +2,473+46.8% | Added |
| WealthTrust Axiom LLC | 7,774 | $671.0K | 0.21% | −38−0.5% | Reduced |
| Massmutual Trust Co FSB | 7,841 | $677.0K | 0.03% | +232+3.0% | Added |
| Heron Financial Group, LLC | 7,853 | $678.0K | 0.35% | −200−2.5% | Reduced |
| Fisher Asset Management, LLC | 7,891 | $682.0K | 0.00% | +2,045+35.0% | Added |
| True North Advisors, LLC | 7,933 | $685.0K | 0.18% | +450+6.0% | Added |
| Centaurus Financial, Inc. | 7,967 | $688.0K | 0.05% | −169−2.1% | Reduced |
| Peoples Bank | 8,030 | $694.0K | 0.35% | +800+11.1% | Added |
| Confluence Wealth Services, Inc. | 8,055 | $695.0K | 0.25% | −6,156−43.3% | Reduced |
| Doheny Asset Management | 8,054 | $696.0K | 0.51% | −750−8.5% | Reduced |
| Belpointe Asset Management LLC | 8,084 | $698.0K | 0.04% | +400+5.2% | Added |
| Hennessy Advisors Inc | 8,100 | $700.0K | 0.04% | +8,100 | New |
| Ferris Capital, LLC | 8,125 | $702.0K | 0.16% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,187 | $708.0K | 0.09% | −1,644−16.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 8,191 | $708.0K | 0.17% | 00.0% | Unchanged |
| Patten Group, Inc. | 8,204 | $709.0K | 0.20% | +1,401+20.6% | Added |
| Scotia Capital Inc. | 8,206 | $709.0K | 0.00% | +4,243+107.1% | Added |
| Mutual Advisors, LLC | 8,212 | $709.0K | 0.04% | +4,683+132.7% | Added |
| Fiduciary Group LLC | 7,813 | $713.0K | 0.09% | +209+2.7% | Added |
| Independent Advisor Alliance | 8,259 | $714.0K | 0.03% | +493+6.3% | Added |
| Bank Ozk | 8,306 | $718.0K | 0.31% | +416+5.3% | Added |
| Charter Trust Co | 8,318 | $719.0K | 0.06% | −8,471−50.5% | Reduced |
| Baker Ellis Asset Management LLC | 8,319 | $719.0K | 0.13% | +99+1.2% | Added |
| Wimmer Associates 1, LLC | 8,344 | $721.0K | 0.40% | +259+3.2% | Added |
| J.W. Cole Advisors, Inc. | 8,347 | $721.0K | 0.05% | +2,454+41.6% | Added |
| Bridge Creek Capital Management LLC | 8,352 | $722.0K | 0.24% | −17,785−68.0% | Reduced |
| Graham Capital Management, L.P. | 8,384 | $724.0K | 0.03% | +8,384 | New |
| Edge Capital Group, LLC | 8,412 | $727.0K | 0.05% | +12+0.1% | Added |
| Verdence Capital Advisors LLC | 8,440 | $729.0K | 0.08% | +292+3.6% | Added |
| BerganKDV Wealth Management, LLC | 8,498 | $734.0K | 0.08% | +196+2.4% | Added |
| Empirical Finance, LLC | 8,504 | $735.0K | 0.08% | +1,829+27.4% | Added |
| North Star Investment Management Corp. | 8,547 | $738.0K | 0.06% | +40.0% | Added |
| TD Ameritrade Investment Management, LLC | 8,548 | $738.0K | 0.01% | +586+7.4% | Added |
| Covenant Partners, LLC | 8,580 | $741.0K | 0.30% | +8,580 | New |
| Castleark Management LLC | 8,648 | $747.0K | 0.03% | +8,648 | New |
| CoreCommodity Management, LLC | 8,672 | $749.0K | 0.16% | −89−1.0% | Reduced |
| Linscomb & Williams, Inc. | 8,690 | $751.0K | 0.04% | +729+9.2% | Added |
| O'Shaughnessy Asset Management, LLC | 8,723 | $754.0K | 0.01% | +3,650+71.9% | Added |
| Hudson Valley Investment Advisors Inc | 8,760 | $757.0K | 0.10% | −1,750−16.7% | Reduced |
| First National Bank & Trust Co of Newtown | 8,788 | $759.0K | 0.15% | −502−5.4% | Reduced |
| Bank of Hawaii | 8,888 | $768.0K | 0.04% | +120+1.4% | Added |
| Karpas Strategies, LLC | 8,903 | $769.0K | 0.24% | 00.0% | Unchanged |
| Haverford Trust Co | 9,045 | $781.0K | 0.01% | −937−9.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,074 | $784.0K | 0.11% | −190−2.1% | Reduced |
| Rowland & Co Investment Counsel | 9,156 | $791.0K | 0.18% | +100+1.1% | Added |
| Delta Financial Advisors LLC | 9,204 | $795.0K | 0.34% | +10.0% | Added |
| Parcion Private Wealth LLC | 9,112 | $796.0K | 0.07% | −106−1.1% | Reduced |
| Mystic Asset Management, Inc. | 9,234 | $797.0K | 0.43% | +515+5.9% | Added |
| Snowden Capital Advisors LLC | 9,229 | $797.0K | 0.03% | +5,534+149.8% | Added |
| Citizens Financial Group Inc | 9,232 | $798.0K | 0.03% | +155+1.7% | Added |
| Wealthsource Partners, LLC | 9,240 | $798.0K | 0.05% | +717+8.4% | Added |
| IndexIQ Advisors LLC | 9,242 | $799.0K | 0.03% | +28+0.3% | Added |
| Epoch Investment Partners, Inc. | 9,262 | $800.0K | 0.00% | +3,962+74.8% | Added |
| Jacobi Capital Management LLC | 9,284 | $802.0K | 0.10% | +76+0.8% | Added |
| V Wealth Advisors LLC | 9,315 | $805.0K | 0.13% | −379−3.9% | Reduced |
| First National Trust Co | 9,356 | $808.0K | 0.04% | +209+2.3% | Added |
| Miller Howard Investments Inc | 9,348 | $808.0K | 0.03% | +4,175+80.7% | Added |
| Clear Street Markets LLC | 9,442 | $816.0K | 0.24% | +3,696+64.3% | Added |
| Valeo Financial Advisors, LLC | 9,453 | $817.0K | 0.04% | +450+5.0% | Added |
| Harbor Investment Advisory, LLC | 9,474 | $818.0K | 0.11% | +1,759+22.8% | Added |
| Martingale Asset Management L P | 9,480 | $819.0K | 0.01% | +9,480 | New |
| Eudaimonia Partners, LLC | 9,500 | $821.0K | 0.14% | +9,500 | New |
| Columbia Trust Co 01012016 | 9,980 | $827.0K | 0.39% | +2,370+31.1% | Added |
| Boenning & Scattergood, Inc. | 9,677 | $836.0K | 0.13% | +1,968+25.5% | Added |
| Energy Opportunities Capital Management, LLC | 9,705 | $838.0K | 2.00% | +205+2.2% | Added |
| Summit Financial, LLC | 9,710 | $838.9K | 0.07% | +992+11.4% | Added |
| Investors Research Corp | 9,723 | $840.0K | 0.24% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 9,734 | $841.0K | 0.07% | +9,734 | New |
| Dixon Hubard Feinour & Brown Inc | 9,750 | $842.0K | 0.08% | −120−1.2% | Reduced |
| Vanguard Capital Wealth Advisors | 9,747 | $842.0K | 0.60% | +4,663+91.7% | Added |
| Adirondack Trust Co | 9,787 | $845.0K | 0.40% | +1,280+15.0% | Added |
| Federation des caisses Desjardins du Quebec | 9,888 | $854.2K | 0.01% | +453+4.8% | Added |
| Dearborn Partners LLC | 9,899 | $855.0K | 0.03% | +755+8.3% | Added |
| Anson Funds Management LP | 10,000 | $864.0K | 0.12% | +10,000 | New |
| Bradley Foster & Sargent Inc | 10,024 | $866.0K | 0.02% | +3,897+63.6% | Added |
| Stillwater Investment Management, LLC | 10,060 | $869.0K | 0.22% | +97+1.0% | Added |
| Longfellow Investment Management Co LLC | 10,211 | $883.0K | 0.14% | 00.0% | Unchanged |
| Resources Management Corp | 10,315 | $891.0K | 0.12% | +320+3.2% | Added |
| YHB Investment Advisors, Inc. | 10,344 | $894.0K | 0.08% | −152−1.4% | Reduced |
| Strategic Wealth Advisors Group, LLC | 10,431 | $897.0K | 0.03% | −1,067−9.3% | Reduced |
| Cannell Peter B & Co Inc | 10,479 | $905.0K | 0.03% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 10,519 | $909.0K | 0.08% | +6,100+138.0% | Added |
| Stockman Wealth Management, Inc. | 10,719 | $926.0K | 0.19% | −92,908−89.7% | Reduced |
| Avidian Wealth Solutions, LLC | 10,721 | $926.0K | 0.06% | +2,292+27.2% | Added |
| Fairfield, Bush & Co. | 10,745 | $928.0K | 0.47% | −150−1.4% | Reduced |
| 17 Capital Partners, LLC | 10,815 | $934.0K | 0.97% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 10,847 | $937.0K | 0.00% | −639−5.6% | Reduced |
| Cowa, LLC | 10,866 | $939.0K | 0.47% | −2,768−20.3% | Reduced |
| Jeppson Wealth Management, LLC | 10,972 | $947.0K | 0.44% | −110−1.0% | Reduced |
| HYA Advisors, Inc | 10,993 | $950.0K | 0.33% | +6,369+137.7% | Added |
| Aquila Investment Management LLC | 11,000 | $950.0K | 0.54% | +11,000 | New |
| Bayesian Capital Management, LP | 11,000 | $950.0K | 0.14% | +11,000 | New |