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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 5,032 | $435.0K | 0.01% | −554−9.9% | Reduced |
| Ausdal Financial Partners, Inc. | 5,010 | $433.0K | 0.06% | −48−0.9% | Reduced |
| J. W. Coons Advisors, LLC | 4,967 | $430.0K | 0.13% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,968 | $429.0K | 0.09% | −128−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,955 | $428.0K | 0.08% | +387+8.5% | Added |
| Weik Capital Management | 4,940 | $427.0K | 0.17% | −650−11.6% | 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 |
| 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 |
| Intrinsic Value Partners, LLC | 4,907 | $424.0K | 0.45% | −84−1.7% | Reduced |
| Evergreen Capital Management LLC | 4,882 | $422.0K | 0.02% | +281+6.1% | Added |
| 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 |
| 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 |
| ARS Investment Partners, LLC | 4,850 | $419.0K | 0.04% | +4,850 | New |
| Coastline Trust Co | 4,839 | $418.0K | 0.05% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 4,825 | $417.0K | 0.01% | +9+0.2% | Added |
| Aldebaran Financial Inc. | 4,815 | $416.0K | 0.34% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 4,805 | $415.0K | 0.05% | +21+0.4% | Added |
| 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 |
| Roberts Glore & Co Inc | 4,752 | $411.0K | 0.12% | −1,067−18.3% | 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 |
| 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 |
| Successful Portfolios LLC | 4,693 | $405.0K | 0.23% | −100−2.1% | Reduced |
| Mairs & Power Inc | 4,682 | $404.0K | 0.00% | −1,098−19.0% | Reduced |
| 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 |
| Mill Capital Management, LLC | 4,647 | $401.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Whitener Capital Management, Inc. | 4,610 | $398.0K | 0.15% | +3+0.1% | 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 |
| Allworth Financial LP | 4,551 | $393.0K | 0.01% | +1,796+65.2% | Added |
| Estabrook Capital Management | 4,521 | $390.6K | 0.06% | +16+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 4,513 | $390.0K | 0.01% | +4,513 | 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 |
| Strategy Asset Managers LLC | 4,466 | $386.0K | 0.08% | +4,466 | New |
| Comerica Securities,inc. | 4,444 | $384.0K | 0.03% | −1,554−25.9% | Reduced |
| Roman Butler Fullerton & Co | 4,432 | $383.0K | 0.18% | −172−3.7% | Reduced |
| Woodmont Investment Counsel LLC | 4,412 | $381.0K | 0.04% | +4,412 | New |
| Crescent Grove Advisors, LLC | 4,382 | $379.0K | 0.04% | +4,382 | New |
| Austin Private Wealth, LLC | 4,366 | $377.0K | 0.08% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,335 | $375.0K | 0.01% | −7−0.2% | Reduced |
| 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 |
| 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 |
| J2 Capital Management Inc | 4,302 | $372.0K | 0.41% | +148+3.6% | Added |
| Acropolis Investment Management, LLC | 4,258 | $368.0K | 0.03% | +408+10.6% | Added |
| Private Portfolio Partners LLC | 4,247 | $366.9K | 0.09% | −69−1.6% | Reduced |
| Waldron Private Wealth LLC | 4,247 | $366.0K | 0.02% | +406+10.6% | 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 |
| Chicago Partners Investment Group LLC | 3,772 | $360.0K | 0.03% | +684+22.2% | Added |
| NewEdge Wealth, LLC | 4,139 | $358.0K | 0.02% | +963+30.3% | Added |
| LVM Capital Management Ltd | 4,125 | $356.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Insight Folios Inc | 4,061 | $351.0K | 0.16% | +311+8.3% | Added |
| John G Ullman & Associates Inc | 4,030 | $348.0K | 0.05% | +20+0.5% | Added |
| SignalPoint Asset Management, LLC | 4,015 | $347.0K | 0.11% | −211−5.0% | Reduced |
| 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 3,987 | $344.0K | 0.06% | +3,733+1,469.7% | Added |
| Fund Management at Engine No. 1 LLC | 3,960 | $342.0K | 0.09% | +3,960 | 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 |
| Money Concepts Capital Corp | 3,927 | $339.0K | 0.02% | +3,927 | New |
| 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 |
| Horizon Investments, LLC | 3,887 | $336.0K | 0.01% | +663+20.6% | Added |
| First National Bank Sioux Falls | 3,861 | $334.0K | 0.35% | 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 |
| Trust Co of Oklahoma | 3,852 | $332.8K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,824 | $330.0K | 0.02% | +1,014+36.1% | 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 |
| Callahan Advisors, LLC | 3,800 | $328.0K | 0.04% | +874+29.9% | Added |
| Capital Investment Advisors, LLC | 3,786 | $327.0K | 0.01% | +93+2.5% | Added |