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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 96 | $8.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 94 | $8.00K | 0.00% | +94 | New |
| Charter Oak Capital Management, LLC | 80 | $7.00K | 0.00% | +1+1.3% | Added |
| Tradition Wealth Management, LLC | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 84 | $7.00K | 0.00% | +68+425.0% | Added |
| Glen Eagle Advisors, LLC | 77 | $6.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 76 | $6.57K | 0.00% | −33−30.3% | Reduced |
| HighMark Wealth Management LLC | 68 | $6.00K | 0.00% | +1+1.5% | Added |
| Delos Wealth Advisors, LLC | 66 | $6.00K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 69 | $6.00K | 0.01% | +1+1.5% | Added |
| GW&K Investment Management, LLC | 70 | $6.00K | 0.00% | +70 | New |
| Oliver Lagore Vanvalin Investment Group | 74 | $6.00K | 0.00% | +74 | New |
| Kelly Financial Services LLC | 69 | $5.96K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 63 | $5.44K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 59 | $5.00K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 62 | $5.00K | 0.00% | +62 | New |
| FAI Wealth Management | 55 | $4.00K | 0.00% | −1,000−94.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 51 | $4.00K | 0.00% | +1+2.0% | Added |
| Cedar Mountain Advisors, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Atwood & Palmer Inc | 33 | $3.00K | 0.00% | −180−84.5% | Reduced |
| IMA Wealth, Inc. | 33 | $3.00K | 0.00% | −67−67.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 38 | $3.00K | 0.00% | +25+192.3% | Added |
| KB Financial Partners, LLC | 27 | $2.00K | 0.00% | −8−22.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 21 | $2.00K | 0.00% | −1−4.5% | Reduced |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Column Capital Advisors, LLC | 10 | $1.00K | 0.00% | −9−47.4% | Reduced |
| Financial Enhancement Group LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 10 | $864 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $177 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $172 | 0.00% | – | – |
| Bogart Wealth, LLC | 1 | $0 | 0.00% | −14−93.3% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 21 | $0 | 0.00% | +21 | New |
| Chiron Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Westside Investment Management, Inc. | 1,591 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,758 | – | – | +1,758 | New |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −200,396−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −142,226−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −118,478−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −111,192−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −84,590−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −76,479−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −71,001−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −47,526−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −42,886−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −37,214−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,435−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,493−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −31,552−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −30,776−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −25,532−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −24,199−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,398−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −12,498−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −11,685−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,227−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,934−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,793−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −7,466−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,759−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| Engrave Wealth Partners LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −5,212−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,094−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Congress Park Capital LLC | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |