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 |
|---|---|---|---|---|---|
| Cadinha & Co LLC | 2,815 | $243.0K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,814 | $243.0K | 0.04% | +2+0.1% | Added |
| Laidlaw Wealth Management LLC | 2,809 | $243.0K | 0.04% | +2,809 | New |
| SCP Investment, LP | 2,800 | $242.0K | 0.10% | −2,800−50.0% | Reduced |
| Rossmore Private Capital | 2,801 | $242.0K | 0.04% | 00.0% | Unchanged |
| Apriem Advisors | 2,800 | $242.0K | 0.04% | +2,800 | New |
| AdvisorNet Financial, Inc | 2,794 | $241.0K | 0.02% | −1,960−41.2% | Reduced |
| Port Capital LLC | 2,793 | $241.0K | 0.02% | −78−2.7% | Reduced |
| HCR Wealth Advisors | 2,779 | $240.0K | 0.04% | −13−0.5% | Reduced |
| CWS Financial Advisors, LLC | 2,773 | $240.0K | 0.09% | +2,773 | New |
| Atlas Capital Advisors LLC | 2,768 | $239.1K | 0.04% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,752 | $238.0K | 0.02% | +2,752 | New |
| Staley Capital Advisers Inc | 2,740 | $237.0K | 0.01% | +2,740 | New |
| IVC Wealth Advisors LLC | 2,731 | $236.0K | 0.16% | +2,731 | New |
| Laurel Wealth Advisors, Inc. | 2,731 | $235.0K | 0.02% | −660−19.5% | Reduced |
| Investment Partners, Ltd. | 2,723 | $235.0K | 0.10% | +2,723 | New |
| Douglass Winthrop Advisors, LLC | 2,725 | $235.0K | 0.01% | +2,725 | New |
| Donaldson Capital Management, LLC | 2,725 | $235.0K | 0.01% | +2,725 | New |
| Aptus Capital Advisors, LLC | 2,725 | $235.0K | 0.01% | +2,725 | New |
| First City Capital Management, Inc. | 2,703 | $234.0K | 0.13% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $234.0K | 0.08% | −200−6.9% | Reduced |
| Wealthcare Advisory Partners LLC | 2,682 | $232.0K | 0.01% | +2,682 | New |
| Monetary Management Group Inc | 2,677 | $231.0K | 0.06% | 00.0% | Unchanged |
| LCNB Corp | 2,671 | $231.0K | 0.11% | +2,671 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,665 | $230.0K | 0.06% | −164−5.8% | Reduced |
| We Are One Seven, LLC | 2,660 | $230.0K | 0.02% | +2,660 | New |
| Gables Capital Management Inc. | 2,652 | $229.0K | 0.14% | 00.0% | Unchanged |
| SBB Research Group LLC | 2,646 | $229.0K | 0.05% | +2,646 | New |
| Good Life Advisors, LLC | 2,620 | $226.0K | 0.03% | +2,620 | New |
| CFO4Life Group, LLC | 2,617 | $226.0K | 0.05% | +2,617 | New |
| First Financial Bank - Trust Division | 2,598 | $225.0K | 0.02% | −1,218−31.9% | Reduced |
| CoreCap Advisors, LLC | 2,602 | $225.0K | 0.02% | +23+0.9% | Added |
| American Trust Investment Advisors, LLC | 2,590 | $224.0K | 0.12% | +2,590 | New |
| Chemung Canal Trust Co | 2,584 | $223.0K | 0.04% | +2,584 | New |
| Burke & Herbert Bank & Trust Co | 2,572 | $222.0K | 0.14% | −294−10.3% | Reduced |
| Moller Financial Services | 2,568 | $222.0K | 0.07% | +2,568 | New |
| Brick & Kyle, Associates | 9,125 | $222.0K | 0.11% | +9,125 | New |
| Crawford Investment Counsel Inc | 2,556 | $221.0K | 0.00% | +2,556 | New |
| First Foundation Advisors | 2,544 | $220.0K | 0.01% | +2,544 | New |
| Sutton Wealth Advisors Inc. | 2,545 | $219.9K | 0.08% | +595+30.5% | Added |
| Schrum Private Wealth Management LLC | 2,631 | $219.0K | 0.22% | −650−19.8% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $219.0K | 0.06% | +2,526 | New |
| Liberty Wealth Management LLC | 2,539 | $219.0K | 0.08% | +2,539 | New |
| Northwest Bancshares, Inc. | 2,526 | $218.0K | 0.04% | +2,526 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,500 | $216.0K | 0.02% | −220,567−98.9% | Reduced |
| Greytown Advisors Inc. | 2,496 | $216.0K | 0.10% | −9,106−78.5% | Reduced |
| Acima Private Wealth, LLC | 2,500 | $216.0K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,487 | $215.0K | 0.01% | −1,798−42.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,493 | $215.0K | 0.03% | +2,493 | New |
| Gyon Technologies Capital Management, LP | 2,491 | $215.0K | 0.15% | +2,491 | New |
| Albion Financial Group | 2,466 | $213.0K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 2,460 | $213.0K | 0.02% | +2,460 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,465 | $213.0K | 0.01% | +2,465 | New |
| M Holdings Securities, Inc. | 2,467 | $213.0K | 0.02% | +2,467 | New |
| Tranquility Partners, LLC | 2,466 | $213.0K | 0.10% | +2,466 | New |
| Perigon Wealth Management, LLC | 2,455 | $212.0K | 0.01% | +2,455 | New |
| Measured Wealth Private Client Group, LLC | 2,452 | $212.0K | 0.08% | +2,452 | New |
| Allegheny Financial Group LTD | 2,440 | $211.0K | 0.09% | +2,440 | New |
| Bray Capital Advisors | 2,431 | $210.0K | 0.05% | +19+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 2,431 | $210.0K | 0.11% | +942+63.3% | Added |
| Azimuth Capital Management LLC | 2,429 | $210.0K | 0.01% | +2,429 | New |
| B&D White Capital Company, LLC | 2,432 | $210.0K | 0.07% | +2,432 | New |
| Trust Co of Virginia | 2,414 | $209.0K | 0.02% | +2,414 | New |
| Soltis Investment Advisors LLC | 2,418 | $209.0K | 0.03% | +2,418 | New |
| Canal Capital Management, LLC | 2,403 | $208.0K | 0.06% | +2,403 | New |
| North Star Asset Management Inc | 2,401 | $207.0K | 0.01% | +2,401 | New |
| Ipswich Investment Management Co., Inc. | 2,400 | $207.0K | 0.05% | +2,400 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,400 | $207.0K | 0.03% | +2,400 | New |
| Point72 Europe (London) LLP | 2,400 | $207.0K | 0.08% | +2,400 | New |
| Change Path, LLC | 2,393 | $207.0K | 0.01% | +2,393 | New |
| Coastal Investment Advisors, Inc. | 2,398 | $207.0K | 0.04% | +2,398 | New |
| Barrett Asset Management, LLC | 2,392 | $206.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,385 | $206.0K | 0.01% | +404+20.4% | Added |
| Personal Capital Advisors Corp | 2,388 | $206.0K | 0.00% | +2,388 | New |
| Magnus Financial Group LLC | 2,387 | $206.0K | 0.03% | +2,387 | New |
| TCI Wealth Advisors, Inc. | 2,372 | $205.0K | 0.03% | +585+32.7% | Added |
| Greenwood Gearhart Inc | 2,370 | $205.0K | 0.03% | +2,370 | New |
| Saxon Interests, Inc. | 2,363 | $204.0K | 0.11% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $204.0K | 0.05% | +2,360 | New |
| X-Square Capital, LLC | 2,357 | $204.0K | 0.11% | +2,357 | New |
| Angeles Wealth Management, LLC | 2,358 | $204.0K | 0.04% | +2,358 | New |
| Montag A & Associates Inc | 2,343 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bell Bank | 2,343 | $202.0K | 0.02% | +2,343 | New |
| Hurlow Wealth Management Group, Inc. | 2,335 | $202.0K | 0.12% | +2,335 | New |
| Chiron Capital Management, LLC | 2,333 | $202.0K | 0.13% | +2,333 | New |
| Precision Wealth Strategies, LLC | 2,335 | $202.0K | 0.12% | +2,335 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $201.0K | 0.02% | +2,325 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,312 | $200.0K | 0.04% | −28−1.2% | Reduced |
| Wade G W & Inc | 2,315 | $200.0K | 0.01% | +2,315 | New |
| Covenant Asset Management, LLC | 2,310 | $200.0K | 0.06% | +2,310 | New |
| Hazlett, Burt & Watson, Inc. | 2,291 | $198.0K | 0.16% | +2,291 | New |
| Anchor Investment Management, LLC | 2,278 | $196.8K | 0.02% | −50−2.1% | Reduced |
| Win Advisors, Inc | 2,223 | $192.0K | 0.05% | +2,223 | New |
| Tarbox Family Office, Inc. | 2,191 | $189.0K | 0.04% | −84−3.7% | Reduced |
| Pinnacle Bancorp, Inc. | 2,181 | $188.0K | 0.07% | +185+9.3% | Added |
| Shufro Rose & Co LLC | 2,150 | $186.0K | 0.01% | +2,150 | New |
| Exchange Traded Concepts, LLC | 2,102 | $182.0K | 0.00% | +1,122+114.5% | Added |
| DuPont Capital Management Corp | 2,050 | $177.0K | 0.01% | −832−28.9% | Reduced |
| Zullo Investment Group, Inc. | 2,047 | $177.0K | 0.09% | +126+6.6% | Added |
| Jones Financial Companies LLLP | 2,043 | $176.0K | 0.00% | +94+4.8% | Added |