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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 2,356 | $171.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,956 | $169.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,944 | $168.0K | 0.07% | −60−3.0% | Reduced |
| Laurel Wealth Advisors LLC | 1,921 | $166.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,892 | $163.0K | 0.02% | +1,892 | New |
| Bank of New Hampshire | 1,817 | $157.0K | 0.04% | +1,817 | New |
| Fieldpoint Private Securities, LLC | 1,802 | $156.0K | 0.03% | +42+2.4% | Added |
| Central Bank & Trust Co | 1,776 | $153.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,715 | $148.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,700 | $147.0K | 0.22% | +1,700 | New |
| Motco | 1,689 | $146.0K | 0.01% | −752−30.8% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $144.0K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,578 | $136.0K | 0.04% | +250+18.8% | Added |
| Sandy Cove Advisors, LLC | 1,546 | $134.0K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,544 | $133.0K | 0.02% | +1,544 | New |
| Hills Bank & Trust Co | 1,503 | $130.0K | 0.02% | +1,503 | New |
| HHM Wealth Advisors, LLC | 1,489 | $129.0K | 0.03% | −116−7.2% | Reduced |
| Smithfield Trust Co | 1,472 | $127.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,492 | $127.0K | 0.00% | +1,492 | New |
| First Eagle Investment Management, LLC | 1,450 | $125.0K | 0.00% | +230+18.9% | Added |
| Avion Wealth | 1,411 | $122.0K | 0.04% | +750+113.5% | Added |
| Asset Dedication, LLC | 1,397 | $120.0K | 0.01% | −2−0.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $117.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,342 | $116.0K | 0.02% | −1−0.1% | Reduced |
| Global Retirement Partners, LLC | 1,181 | $114.0K | 0.01% | +1,181 | New |
| Sittner & Nelson, LLC | 1,310 | $113.0K | 0.07% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,286 | $111.0K | 0.08% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,277 | $110.0K | 0.03% | +70+5.8% | Added |
| State of Wyoming | 1,271 | $110.0K | 0.06% | +305+31.6% | Added |
| Johnson Financial Group, Inc. | 1,257 | $109.0K | 0.01% | −335−21.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,254 | $108.0K | 0.02% | −192−13.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,249 | $108.0K | 0.03% | +18+1.5% | Added |
| Enterprise Trust & Investment Co | 1,200 | $104.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,192 | $103.0K | 0.05% | +28+2.4% | Added |
| Financial Management Professionals, Inc. | 1,177 | $102.0K | 0.02% | +38+3.3% | Added |
| Quent Capital, LLC | 1,165 | $101.0K | 0.02% | −122−9.5% | Reduced |
| Mechanics Financial Corp | 1,150 | $99.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,148 | $99.0K | 0.02% | +18+1.6% | Added |
| Hantz Financial Services, Inc. | 1,139 | $98.0K | 0.00% | +1+0.1% | Added |
| Steward Financial Group LLC | 1,125 | $97.0K | 0.09% | −2−0.2% | Reduced |
| First Horizon Advisors, Inc. | 1,038 | $90.0K | 0.00% | −179−14.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $89.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 999 | $86.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $86.0K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 989 | $85.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 987 | $84.8K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $83.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 944 | $82.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 934 | $81.0K | 0.03% | +1+0.1% | Added |
| McIlrath & Eck, LLC | 921 | $80.0K | 0.02% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 900 | $78.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 912 | $78.0K | 0.02% | +4+0.4% | Added |
| Evoke Wealth, LLC | 897 | $77.0K | 0.00% | +188+26.5% | Added |
| Concord Wealth Partners | 876 | $76.0K | 0.02% | −26−2.9% | Reduced |
| Zions Bancorporation, N.A. | 868 | $75.0K | 0.01% | −3,092−78.1% | Reduced |
| Stonebridge Capital Advisors LLC | 872 | $75.0K | 0.01% | +55+6.7% | Added |
| Ellis Investment Partners, LLC | 875 | $75.0K | 0.02% | +107+13.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 870 | $75.0K | 0.04% | +450+107.1% | Added |
| Plante Moran Financial Advisors, LLC | 849 | $73.0K | 0.01% | +226+36.3% | Added |
| Optimum Investment Advisors | 838 | $72.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 823 | $71.0K | 0.01% | −39−4.5% | Reduced |
| Trustcore Financial Services, LLC | 824 | $71.0K | 0.01% | +388+89.0% | Added |
| TCWP LLC | 825 | $71.0K | 0.01% | +825 | New |
| Shell Asset Management Co | 807 | $70.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 800 | $69.1K | 0.02% | +800 | New |
| Missouri Trust & Investment Co | 793 | $69.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 778 | $68.0K | 0.02% | +778 | New |
| Piscataqua Savings Bank | 778 | $67.0K | 0.05% | −215−21.7% | Reduced |
| Versant Capital Management, Inc | 771 | $67.0K | 0.02% | −1−0.1% | Reduced |
| City State Bank | 766 | $66.0K | 0.04% | −100−11.5% | Reduced |
| Parkside Financial Bank & Trust | 739 | $65.0K | 0.02% | +299+68.0% | Added |
| Addison Advisors LLC | 707 | $61.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 701 | $60.0K | 0.02% | −1,680−70.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 698 | $60.0K | 0.01% | −19−2.6% | Reduced |
| Vigilant Capital Management, LLC | 700 | $60.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 691 | $60.0K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 682 | $59.0K | 0.01% | −8−1.2% | Reduced |
| Toth Financial Advisory Corp | 682 | $59.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 681 | $59.0K | 0.02% | +8+1.2% | Added |
| Heritage Wealth Advisors | 678 | $59.0K | 0.00% | +50+8.0% | Added |
| Clearview Wealth Advisors LLC | 661 | $57.0K | 0.04% | −301−31.3% | Reduced |
| Pacifica Partners Inc. | 676 | $57.0K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 656 | $57.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 649 | $56.0K | 0.02% | +1+0.2% | Added |
| Miller Wealth Advisors, LLC | 646 | $56.0K | 0.04% | +5+0.8% | Added |
| Selective Wealth Management, Inc. | 650 | $56.0K | 0.02% | +650 | New |
| Duncker Streett & Co Inc | 640 | $55.0K | 0.01% | −635−49.8% | Reduced |
| Covestor Ltd | 641 | $55.0K | 0.04% | +362+129.7% | Added |
| Spartan Planning & Wealth Management | 634 | $55.0K | 0.07% | +634 | New |
| Lenox Wealth Advisors, LLC | 619 | $52.0K | 0.01% | −162−20.7% | Reduced |
| Syverson Strege & Co | 604 | $52.0K | 0.06% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 588 | $51.0K | 0.01% | −10−1.7% | Reduced |
| First Command Bank | 588 | $51.0K | 0.01% | −12−2.0% | Reduced |
| Coastal Capital Group, Inc. | 589 | $51.0K | 0.01% | +3+0.5% | Added |
| Glassman Wealth Services | 594 | $51.0K | 0.01% | +41+7.4% | Added |
| Riverview Trust Co | 590 | $51.0K | 0.04% | +358+154.3% | Added |
| CVA Family Office, LLC | 583 | $50.0K | 0.01% | +65+12.5% | Added |
| Creative Financial Designs Inc | 564 | $49.0K | 0.01% | −21−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 571 | $49.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 572 | $49.0K | 0.00% | +77+15.6% | Added |