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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,771 | $326.0K | 0.08% | +738+24.3% | Added |
| American Research & Management Co. | 3,755 | $324.0K | 0.07% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,738 | $323.0K | 0.01% | −256−6.4% | Reduced |
| Corbyn Investment Management Inc | 3,714 | $321.0K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,712 | $321.0K | 0.01% | +22+0.6% | Added |
| IHT Wealth Management, LLC | 3,705 | $320.0K | 0.02% | +3,705 | New |
| Foster & Motley Inc | 3,679 | $318.0K | 0.02% | −557−13.1% | Reduced |
| Sentry Investment Management LLC | 3,678 | $318.0K | 0.10% | −214−5.5% | Reduced |
| Welch Group, LLC | 3,671 | $317.0K | 0.02% | +343+10.3% | Added |
| Beaird Harris Wealth Management, LLC | 3,660 | $316.0K | 0.11% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,652 | $315.0K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,635 | $314.0K | 0.07% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,616 | $312.0K | 0.00% | −1,300−26.4% | Reduced |
| Tributary Capital Management, LLC | 3,600 | $311.0K | 0.02% | −200−5.3% | Reduced |
| Dodge & Cox | 3,600 | $311.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,591 | $310.0K | 0.07% | −188−5.0% | Reduced |
| HNP Capital LLC | 3,591 | $310.0K | 0.07% | −188−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 3,558 | $310.0K | 0.02% | −136−3.7% | Reduced |
| Field & Main Bank | 3,574 | $309.0K | 0.19% | +25+0.7% | Added |
| Excalibur Management Corp | 3,551 | $307.0K | 0.13% | −2,014−36.2% | Reduced |
| GHP Investment Advisors, Inc. | 3,541 | $306.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $306.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,541 | $306.0K | 0.10% | +3,541 | New |
| Ahrens Investment Partners LLC | 3,523 | $304.0K | 0.10% | +425+13.7% | Added |
| Spinnaker Investment Group, LLC | 3,630 | $303.0K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,509 | $303.0K | 0.03% | +361+11.5% | Added |
| Athena Investment Management | 3,523 | $300.0K | 0.23% | +3,523 | New |
| IFG Advisory, LLC | 3,461 | $299.0K | 0.03% | −243−6.6% | Reduced |
| Spinnaker Trust | 3,461 | $299.0K | 0.02% | −123−3.4% | Reduced |
| Orion Portfolio Solutions, LLC | 3,455 | $298.0K | 0.01% | −389−10.1% | Reduced |
| MQS Management LLC | 3,444 | $298.0K | 0.24% | +267+8.4% | Added |
| Boston Private Wealth LLC | 3,450 | $298.0K | 0.00% | +585+20.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $297.0K | 0.00% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,397 | $296.0K | 0.04% | −653−16.1% | Reduced |
| MTM Investment Management, LLC | 3,430 | $296.0K | 0.14% | −500−12.7% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $296.0K | 0.09% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,424 | $296.0K | 0.01% | +513+17.6% | Added |
| PFG Advisors | 3,415 | $295.0K | 0.03% | −755−18.1% | Reduced |
| PDS Planning, Inc | 3,419 | $295.0K | 0.05% | +170+5.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,253 | $295.0K | 0.01% | +469+16.8% | Added |
| Relative Value Partners Group, LLC | 3,399 | $294.0K | 0.02% | +4+0.1% | Added |
| Ballew Advisors, Inc | 3,520 | $293.0K | 0.22% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,352 | $290.0K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,342 | $289.0K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,351 | $289.0K | 0.06% | +3,351 | New |
| JT Stratford LLC | 3,333 | $288.0K | 0.08% | +377+12.8% | Added |
| Buckingham Strategic Partners | 3,331 | $288.0K | 0.03% | +3,331 | New |
| Gamble Jones Investment Counsel | 3,327 | $287.0K | 0.02% | −145−4.2% | Reduced |
| Roosevelt Investment Group LLC | 3,320 | $287.0K | 0.02% | +3,320 | New |
| Financial Advisory Service, Inc. | 3,316 | $286.0K | 0.03% | +36+1.1% | Added |
| Kolinsky Wealth Management, LLC | 3,311 | $286.0K | 0.28% | +283+9.3% | Added |
| Gryphon Financial Partners LLC | 3,284 | $284.0K | 0.06% | +3,284 | New |
| Thrive Wealth Management, LLC | 3,261 | $282.0K | 0.08% | −97−2.9% | Reduced |
| Blue Edge Capital, LLC | 3,247 | $280.5K | 0.06% | +4+0.1% | Added |
| Davidson Trust Co | 3,236 | $280.0K | 0.21% | −136−4.0% | Reduced |
| Yorktown Management & Research Co Inc | 3,226 | $279.0K | 0.24% | −224−6.5% | Reduced |
| Roundview Capital LLC | 3,228 | $279.0K | 0.03% | +423+15.1% | Added |
| Beaton Management Co. Inc. | 3,206 | $277.0K | 0.17% | +75+2.4% | Added |
| MSH Capital Advisors LLC | 3,200 | $276.4K | 0.11% | −400−11.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,200 | $276.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,198 | $276.0K | 0.02% | +188+6.2% | Added |
| Towle & Co | 3,180 | $275.0K | 0.04% | +3,180 | New |
| APCM Wealth Management for Individuals | 3,167 | $274.0K | 0.05% | −1,182−27.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,159 | $273.0K | 0.01% | +3,159 | New |
| InTrack Investment Management Inc | 3,161 | $273.0K | 0.22% | +3,161 | New |
| CoreFirst Bank & Trust | 3,145 | $272.0K | 0.19% | −20−0.6% | Reduced |
| BNC Wealth Management, LLC | 3,127 | $270.0K | 0.13% | +3,127 | New |
| Whalerock Point Partners, LLC | 3,119 | $269.4K | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,108 | $268.0K | 0.02% | +3,108 | New |
| Pflug Koory, LLC | 3,094 | $267.0K | 0.13% | +50+1.6% | Added |
| Axxcess Wealth Management, LLC | 3,091 | $267.0K | 0.02% | +3,091 | New |
| Kanawha Capital Management LLC | 3,074 | $266.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,088 | $266.0K | 0.06% | +125+4.2% | Added |
| First National Bank of South Miami | 3,035 | $263.0K | 0.16% | −241−7.4% | Reduced |
| West Paces Advisors Inc. | 3,026 | $261.4K | 0.08% | +55+1.9% | Added |
| Old Point Trust & Financial Services N A | 3,023 | $261.0K | 0.11% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,015 | $260.0K | 0.14% | −1,711−36.2% | Reduced |
| Aigen Investment Management, LP | 3,009 | $260.0K | 0.04% | +3,009 | New |
| Modera Wealth Management, LLC | 3,003 | $259.0K | 0.01% | −3,352−52.7% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $259.0K | 0.19% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,000 | $259.0K | 0.02% | 00.0% | Unchanged |
| Little House Capital LLC | 2,964 | $256.0K | 0.13% | −247−7.7% | Reduced |
| Old National Bancorp | 2,963 | $256.0K | 0.01% | −141−4.5% | Reduced |
| Chilton Capital Management LLC | 2,956 | $255.0K | 0.01% | +50+1.7% | Added |
| Solidarilty Wealth, LLC | 2,845 | $255.0K | 0.14% | +2,845 | New |
| Quilter Plc | 2,928 | $253.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,926 | $253.0K | 0.02% | +6+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $253.0K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,919 | $253.0K | 0.02% | −19−0.6% | Reduced |
| Trust Co of Vermont | 2,917 | $252.0K | 0.02% | −225−7.2% | Reduced |
| Stiles Financial Services Inc | 2,915 | $252.0K | 0.13% | −229−7.3% | Reduced |
| Lindbrook Capital, LLC | 2,914 | $252.0K | 0.04% | +26+0.9% | Added |
| Quadrant Capital Group LLC | 2,910 | $251.0K | 0.03% | +28+1.0% | Added |
| Asset Management Corp | 2,898 | $250.0K | 0.15% | −2,778−48.9% | Reduced |
| Leisure Capital Management | 2,882 | $249.0K | 0.13% | +2,882 | New |
| Sustainable Insight Capital Management, LLC | 2,868 | $248.0K | 0.18% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,863 | $247.3K | 0.18% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,853 | $247.0K | 0.01% | −30−1.0% | Reduced |
| Canvas Wealth Advisors, LLC | 2,717 | $247.0K | 0.09% | +2,717 | New |
| Plancorp, LLC | 2,834 | $245.0K | 0.02% | +43+1.5% | Added |