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 |
|---|---|---|---|---|---|
| WBI Investments | 11,025 | $952.0K | 0.15% | +11,025 | New |
| Capital Advisors Inc | 11,031 | $953.0K | 0.03% | −15−0.1% | Reduced |
| Pearl River Capital, LLC | 11,082 | $957.0K | 0.26% | −28,920−72.3% | Reduced |
| Parallel Advisors, LLC | 10,992 | $961.0K | 0.04% | −1,728−13.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 11,142 | $963.0K | 0.10% | +682+6.5% | Added |
| Inscription Capital, LLC | 11,200 | $968.0K | 0.28% | −635−5.4% | Reduced |
| Stock Yards Bank & Trust Co | 11,325 | $979.0K | 0.05% | +514+4.8% | Added |
| Silvant Capital Management LLC | 11,373 | $983.0K | 0.19% | −314−2.7% | Reduced |
| Marion Wealth Management | 11,430 | $987.0K | 0.48% | −290−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,423 | $987.0K | 0.02% | +663+6.2% | Added |
| Paragon Capital Management LLC | 11,448 | $989.0K | 0.50% | +124+1.1% | Added |
| Kesler, Norman & Wride, LLC | 11,469 | $991.0K | 0.22% | −46−0.4% | Reduced |
| Exeter Financial, LLC | 11,650 | $1.01M | 0.55% | +150+1.3% | Added |
| Bragg Financial Advisors, Inc | 11,773 | $1.02M | 0.06% | +495+4.4% | Added |
| Boston Trust Walden Corp | 11,793 | $1.02M | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,844 | $1.02M | 0.23% | +11,844 | New |
| Evercore Wealth Management, LLC | 11,890 | $1.03M | 0.02% | −1,300−9.9% | Reduced |
| South State Corp. | 11,913 | $1.03M | 0.08% | +57+0.5% | Added |
| Hoylecohen, LLC | 11,997 | $1.04M | 0.09% | −502−4.0% | Reduced |
| Pavion Blue Capital, LLC | 12,004 | $1.04M | 0.61% | +287+2.4% | Added |
| Park Circle Co | 12,000 | $1.04M | 0.87% | +12,000 | New |
| BBR Partners, LLC | 12,032 | $1.04M | 0.10% | −540−4.3% | Reduced |
| Citizens National Bank Trust Department | 11,974 | $1.04M | 0.42% | +2,678+28.8% | Added |
| Two Sigma Securities, LLC | 12,102 | $1.04M | 0.15% | +12,102 | New |
| Wetherby Asset Management Inc | 12,159 | $1.05M | 0.06% | +1,553+14.6% | Added |
| JustInvest LLC | 12,155 | $1.05M | 0.05% | +4,358+55.9% | Added |
| Sigma Planning Corp | 12,166 | $1.05M | 0.03% | +375+3.2% | Added |
| Guyasuta Investment Advisors Inc | 12,198 | $1.05M | 0.07% | +38+0.3% | Added |
| Bangor Savings Bank | 12,248 | $1.06M | 0.11% | −433−3.4% | Reduced |
| Palladium Partners LLC | 12,267 | $1.06M | 0.05% | −675−5.2% | Reduced |
| Smith, Moore & Co. | 12,372 | $1.07M | 0.15% | +443+3.7% | Added |
| HB Wealth Management, LLC | 12,416 | $1.07M | 0.02% | +2,331+23.1% | Added |
| Prelude Capital Management, LLC | 12,448 | $1.07M | 0.05% | +6,317+103.0% | Added |
| Bristol John W & Co Inc | 12,500 | $1.08M | 0.02% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 12,556 | $1.08M | 1.06% | −5,133−29.0% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.09M | 0.28% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 12,634 | $1.09M | 0.82% | +12,634 | New |
| FORA Capital, LLC | 12,510 | $1.09M | 0.20% | +8,349+200.6% | Added |
| DCM Advisors, LLC | 12,714 | $1.10M | 0.39% | +1,051+9.0% | Added |
| Welch & Forbes LLC | 12,746 | $1.10M | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,755 | $1.10M | 0.23% | +3,347+35.6% | Added |
| Steel Peak Wealth Management LLC | 12,813 | $1.11M | 0.07% | +12,813 | New |
| Boyd Watterson Asset Management LLC | 12,868 | $1.11M | 0.41% | +450+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 12,902 | $1.11M | 0.10% | +2,573+24.9% | Added |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.12M | 0.08% | −150−1.1% | Reduced |
| Barry Investment Advisors, LLC | 13,025 | $1.13M | 0.30% | +712+5.8% | Added |
| Fruth Investment Management | 13,045 | $1.13M | 0.31% | +600+4.8% | Added |
| National Asset Management, Inc. | 13,142 | $1.14M | 0.04% | +1,122+9.3% | Added |
| Diversified Trust Co | 13,371 | $1.16M | 0.04% | +4,841+56.8% | Added |
| First Hawaiian Bank | 13,410 | $1.16M | 0.04% | −196−1.4% | Reduced |
| Apollon Wealth Management, LLC | 13,431 | $1.16M | 0.08% | −349−2.5% | Reduced |
| Trexquant Investment LP | 13,453 | $1.16M | 0.05% | −88,044−86.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,616 | $1.17M | 0.07% | +3,328+32.3% | Added |
| Mather Group, LLC. | 13,662 | $1.18M | 0.02% | +486+3.7% | Added |
| Credit Agricole S A | 13,738 | $1.19M | 0.04% | −29,869−68.5% | Reduced |
| Lee Danner & Bass Inc | 13,754 | $1.19M | 0.10% | +137+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,810 | $1.19M | 0.11% | +2,064+17.6% | Added |
| Gries Financial LLC | 13,848 | $1.20M | 0.44% | +4,495+48.1% | Added |
| Logan Capital Management Inc | 13,889 | $1.20M | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 13,963 | $1.21M | 0.04% | −13−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 14,021 | $1.21M | 0.09% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 14,044 | $1.21M | 1.12% | −1,832−11.5% | Reduced |
| CWM, LLC | 14,085 | $1.22M | 0.01% | −1,492−9.6% | Reduced |
| Terry L. Blaker | 14,225 | $1.23M | 0.10% | +450+3.3% | Added |
| Strategic Advisors LLC | 14,325 | $1.24M | 0.21% | −151−1.0% | Reduced |
| Verition Fund Management LLC | 14,320 | $1.24M | 0.02% | +1,844+14.8% | Added |
| Moors & Cabot, Inc. | 14,543 | $1.26M | 0.08% | +1,153+8.6% | Added |
| Guardian Wealth Management, Inc. | 14,563 | $1.26M | 1.25% | +577+4.1% | Added |
| Wealth Alliance Advisory Group, LLC | 14,581 | $1.26M | 0.55% | +1,001+7.4% | Added |
| Nikko Asset Management Americas, Inc. | 14,672 | $1.26M | 0.01% | −1,112−7.0% | Reduced |
| Stephens Inc | 14,626 | $1.26M | 0.02% | +2,870+24.4% | Added |
| Cypress Capital Group | 14,705 | $1.27M | 0.16% | +960+7.0% | Added |
| Mountain Capital Investment Advisors, Inc | 15,428 | $1.27M | 0.60% | +1,215+8.5% | Added |
| Fiduciary Trust Co | 14,790 | $1.28M | 0.02% | +3,752+34.0% | Added |
| Harbour Investment Management LLC | 14,960 | $1.29M | 0.63% | −617−4.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,012 | $1.30M | 0.83% | +2,151+16.7% | Added |
| Strategic Wealth Partners, Ltd. | 15,061 | $1.30M | 0.25% | +1,811+13.7% | Added |
| Tokio Marine Asset Management Co Ltd | 15,081 | $1.30M | 0.10% | +782+5.5% | Added |
| Community Bank, N.A. | 15,095 | $1.30M | 0.16% | +1,736+13.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,143 | $1.31M | 0.00% | −6,166−28.9% | Reduced |
| Tiaa, FSB | 15,169 | $1.31M | 0.00% | −2,312−13.2% | Reduced |
| Laird Norton Trust Company, LLC | 15,287 | $1.32M | 0.12% | −84−0.5% | Reduced |
| Frontier Wealth Management LLC | 16,192 | $1.33M | 0.02% | +156+1.0% | Added |
| Armor Investment Advisors, LLC | 15,425 | $1.33M | 0.75% | +136+0.9% | Added |
| Western Wealth Management, LLC | 15,435 | $1.33M | 0.06% | +11,580+300.4% | Added |
| Tower Bridge Advisors | 15,605 | $1.35M | 0.09% | −467−2.9% | Reduced |
| Prospera Financial Services Inc | 15,601 | $1.35M | 0.06% | +7,819+100.5% | Added |
| Bailard, Inc. | 16,035 | $1.39M | 0.05% | +251+1.6% | Added |
| Dowling & Yahnke LLC | 16,091 | $1.39M | 0.06% | −1,122−6.5% | Reduced |
| Synovus Financial Corp | 16,257 | $1.41M | 0.01% | +788+5.1% | Added |
| Everett Harris & Co | 16,348 | $1.41M | 0.02% | +90+0.6% | Added |
| Cobblestone Capital Advisors LLC | 16,382 | $1.42M | 0.10% | +90+0.6% | Added |
| Ingalls & Snyder LLC | 16,390 | $1.42M | 0.06% | −1,400−7.9% | Reduced |
| Vident Investment Advisory, LLC | 16,507 | $1.43M | 0.04% | +12,931+361.6% | Added |
| Telemus Capital, LLC | 16,511 | $1.43M | 0.12% | −93−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 16,555 | $1.43M | 0.10% | −268−1.6% | Reduced |
| Bowling Portfolio Management LLC | 16,635 | $1.44M | 0.31% | −500−2.9% | Reduced |
| Tiedemann Advisors, LLC | 16,670 | $1.44M | 0.07% | +8,001+92.3% | Added |
| Meeder Asset Management Inc | 16,678 | $1.44M | 0.07% | +16,678 | New |
| Lincoln National Corp | 16,745 | $1.45M | 0.03% | +6,236+59.3% | Added |