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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 538 | $47.0K | 0.03% | +34+6.7% | Added |
| Endurance Wealth Management, Inc. | 530 | $46.0K | 0.01% | −150−22.1% | Reduced |
| Baystate Wealth Management LLC | 530 | $46.0K | 0.00% | +6+1.1% | Added |
| Sierra Capital LLC | 535 | $46.0K | 0.01% | +17+3.3% | Added |
| SRS Capital Advisors, Inc. | 517 | $45.0K | 0.01% | +12+2.4% | Added |
| MV Capital Management, Inc. | 505 | $44.0K | 0.01% | +6+1.2% | Added |
| Siena Capital LLC | 505 | $44.0K | 0.02% | +505 | New |
| AGF Investments LLC | 498 | $43.0K | 0.00% | +6+1.2% | Added |
| Private Capital Group, LLC | 485 | $42.0K | 0.01% | −10−2.0% | Reduced |
| Larson Financial Group LLC | 476 | $41.0K | 0.01% | −54−10.2% | Reduced |
| Pin Oak Investment Advisors Inc | 469 | $41.0K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 471 | $41.0K | 0.01% | +13+2.8% | Added |
| Future Financial Wealth Managment LLC | 466 | $40.0K | 0.03% | −46−9.0% | Reduced |
| Achmea Investment Management B.V. | 465 | $40.0K | 0.00% | +465 | New |
| Archer Investment Corp | 479 | $39.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 450 | $39.0K | 0.02% | −50−10.0% | Reduced |
| Godsey & Gibb Associates | 450 | $39.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 457 | $39.0K | 0.01% | +3+0.7% | Added |
| Heritage Wealth Management, LLC | 449 | $39.0K | 0.01% | +449 | New |
| DB Wealth Management Group, LLC | 435 | $38.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 426 | $37.0K | 0.00% | −300−41.3% | Reduced |
| Curi Capital | 432 | $37.0K | 0.01% | +4+0.9% | Added |
| Key Financial Inc | 419 | $36.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 418 | $36.0K | 0.04% | +12+3.0% | Added |
| Harvest Fund Management Co., Ltd | 415 | $35.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 392 | $34.0K | 0.01% | +4+1.0% | Added |
| Evolution Advisers, Inc. | 393 | $33.0K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 350 | $32.0K | 0.02% | +350 | New |
| Norwood Financial Corp | 360 | $31.0K | 0.04% | −100−21.7% | Reduced |
| Accel Wealth Management | 357 | $31.0K | 0.02% | +200+127.4% | Added |
| CNB Bank | 348 | $30.0K | 0.02% | +45+14.9% | Added |
| First Community Trust NA | 334 | $29.0K | 0.03% | +126+60.6% | Added |
| Bellwether Advisors, LLC | 325 | $28.0K | 0.01% | −923−74.0% | Reduced |
| Arlington Partners LLC | 316 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 315 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $26.0K | 0.03% | −125−29.5% | Reduced |
| Hoese & Co LLP | 302 | $26.0K | 0.03% | 00.0% | Unchanged |
| Dravo Bay LLC | 296 | $25.6K | 0.02% | +296 | New |
| Lee Financial Co | 294 | $25.0K | 0.00% | −1,000−77.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 278 | $24.0K | 0.01% | −250−47.3% | Reduced |
| McCarthy Asset Management, Inc. | 275 | $24.0K | 0.02% | +1+0.4% | Added |
| Kings Point Capital Management | 263 | $23.0K | 0.00% | +2+0.8% | Added |
| Loomis Sayles & Co L P | 259 | $22.0K | 0.00% | −59−18.6% | Reduced |
| Mascoma Wealth Management LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 250 | $21.0K | 0.01% | −3,341−93.0% | Reduced |
| Morton Brown Family Wealth, LLC | 238 | $21.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 240 | $21.0K | 0.03% | +101+72.7% | Added |
| Atticus Wealth Management, LLC | 237 | $20.0K | 0.01% | +77+48.1% | Added |
| First Financial Corp | 220 | $19.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 218 | $19.0K | 0.00% | +1+0.5% | Added |
| TSFG, LLC | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $19.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 225 | $19.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 225 | $19.0K | 0.01% | +225 | New |
| Cornerstone Management, Inc. | 210 | $18.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 209 | $18.0K | 0.00% | +41+24.4% | Added |
| RPg Family Wealth Advisory, LLC | 200 | $17.3K | 0.01% | +200 | New |
| WR Wealth Planners, LLC | 200 | $17.3K | 0.01% | +200 | New |
| Hoey Investments, Inc | 200 | $17.0K | 0.00% | −750−78.9% | Reduced |
| FinTrust Capital Advisors, LLC | 202 | $17.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 194 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 184 | $16.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $15.0K | 0.00% | −35−16.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 179 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 172 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 170 | $15.0K | 0.01% | +170 | New |
| Rockbridge Investment Management, LCC | 173 | $14.9K | 0.00% | −22−11.3% | Reduced |
| Professional Financial Advisors, LLC | 161 | $14.0K | 0.01% | +2+1.3% | Added |
| Bellevue Asset Management, LLC | 161 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 165 | $14.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 157 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $13.0K | 0.00% | −100−40.0% | Reduced |
| Focused Wealth Management, Inc | 154 | $13.0K | 0.00% | −18−10.5% | Reduced |
| Burleson & Company, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 158 | $13.0K | 0.00% | +1+0.6% | Added |
| First Bank & Trust | 136 | $12.0K | 0.00% | −83−37.9% | Reduced |
| Baldwin Brothers Inc | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 143 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $11.5K | 0.01% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 131 | $11.0K | 0.00% | +35+36.5% | Added |
| Sound Income Strategies, LLC | 133 | $11.0K | 0.00% | +67+101.5% | Added |
| Roble, Belko & Company, Inc | 110 | $10.0K | 0.00% | −32−22.5% | Reduced |
| Horan Securities, Inc. | 113 | $10.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 113 | $10.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 119 | $10.0K | 0.01% | +119 | New |
| American State Bank (Iowa) | 105 | $9.07K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 105 | $9.00K | 0.01% | −7,503−98.6% | Reduced |
| Kenfarb & Co. | 104 | $9.00K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $9.00K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |