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 |
|---|---|---|---|---|---|
| Amalgamated Financial Corp. | 117,332 | $10.1M | 0.08% | +117,332 | New |
| CCM Investment Advisers LLC | 115,598 | $9.99M | 1.36% | +10,900+10.4% | Added |
| Bridgecreek Investment Management, LLC | 115,540 | $9.98M | 1.48% | +1,425+1.2% | Added |
| Nomura Asset Management Co Ltd | 114,311 | $9.88M | 0.05% | +13,900+13.8% | Added |
| Lawson Kroeker Investment Management Inc | 113,384 | $9.79M | 3.08% | +50.0% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 113,335 | $9.79M | 0.45% | +113,335 | New |
| Capstone Investment Advisors, LLC | 112,693 | $9.74M | 0.21% | +80,600+251.1% | Added |
| Wallington Asset Management, LLC | 112,510 | $9.72M | 1.68% | +3,175+2.9% | Added |
| Border to Coast Pensions Partnership Ltd | 111,583 | $9.62M | 0.27% | +133+0.1% | Added |
| Ninety One UK Ltd | 108,989 | $9.42M | 0.02% | +21,511+24.6% | Added |
| Mercer Global Advisors Inc | 107,716 | $9.31M | 0.05% | −2,599−2.4% | Reduced |
| Macquarie Group Ltd | 107,128 | $9.25M | 0.01% | −133,776−55.5% | Reduced |
| Great Lakes Advisors, LLC | 102,903 | $8.89M | 0.15% | +22,988+28.8% | Added |
| Wesbanco Bank Inc | 102,737 | $8.88M | 0.34% | −2,951−2.8% | Reduced |
| Calamos Advisors LLC | 101,078 | $8.73M | 0.03% | +13,474+15.4% | Added |
| Adams Natural Resources Fund, Inc. | 100,575 | $8.69M | 1.47% | 00.0% | Unchanged |
| Bollard Group LLC | 100,321 | $8.67M | 0.28% | +10,933+12.2% | Added |
| Bornite Capital Management LP | 100,000 | $8.64M | 2.64% | +100,000 | New |
| State of Tennessee, Treasury Department | 99,890 | $8.63M | 0.03% | +27,025+37.1% | Added |
| Yousif Capital Management, LLC | 99,484 | $8.59M | 0.09% | +6,972+7.5% | Added |
| Richard C. Young & CO., LTD. | 97,715 | $8.44M | 1.08% | +3,851+4.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 96,547 | $8.34M | 0.04% | −11,772−10.9% | Reduced |
| Mattern Capital Management, LLC | 95,850 | $8.28M | 1.48% | −583−0.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 95,407 | $8.24M | 2.83% | +13,881+17.0% | Added |
| Heritage Investors Management Corp | 95,152 | $8.22M | 0.33% | −413−0.4% | Reduced |
| Creative Planning | 94,950 | $8.20M | 0.01% | +1,472+1.6% | Added |
| Skba Capital Management LLC | 94,860 | $8.20M | 1.48% | −1,100−1.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 94,114 | $8.13M | 0.11% | +94,114 | New |
| Rockefeller Capital Management L.P. | 92,506 | $7.99M | 0.04% | −8,781−8.7% | Reduced |
| Raymond James Trust N.A. | 91,545 | $7.91M | 0.24% | +2,153+2.4% | Added |
| Aristotle Atlantic Partners, LLC | 91,442 | $7.90M | 0.49% | +6,677+7.9% | Added |
| Atlantic Union Bankshares Corp | 90,112 | $7.79M | 0.68% | −2,372−2.6% | Reduced |
| Caas Capital Management LP | 89,967 | $7.77M | 1.37% | +89,967 | New |
| Janus Henderson Group PLC | 88,622 | $7.66M | 0.00% | +290.0% | Added |
| Morgan Dempsey Capital Management LLC | 86,185 | $7.45M | 2.21% | +3,743+4.5% | Added |
| L & S Advisors Inc | 85,857 | $7.42M | 0.88% | +85,857 | New |
| ExodusPoint Capital Management, LP | 85,047 | $7.35M | 0.11% | −267,251−75.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 84,412 | $7.29M | 0.79% | +11,428+15.7% | Added |
| Bank of Nova Scotia | 84,208 | $7.28M | 0.01% | −884,934−91.3% | Reduced |
| Utah Retirement Systems | 83,267 | $7.19M | 0.10% | +3,900+4.9% | Added |
| D L Carlson Investment Group Inc | 83,129 | $7.18M | 1.19% | +13,815+19.9% | Added |
| Fractal Investments LLC | 82,620 | $7.14M | 2.10% | +82,620 | New |
| Wintrust Investments LLC | 80,037 | $6.91M | 0.67% | +9,402+13.3% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $6.91M | 0.59% | +20,000+33.3% | Added |
| Thomist Capital Management, LP | 80,000 | $6.91M | 3.67% | +80,000 | New |
| Comerica Bank | 77,577 | $6.89M | 0.05% | −7,714−9.0% | Reduced |
| Opus Investment Management Inc | 79,689 | $6.88M | 1.06% | +6,000+8.1% | Added |
| Gulf International Bank (UK) Ltd | 78,253 | $6.76M | 0.10% | +4,165+5.6% | Added |
| IFP Advisors, Inc | 56,303 | $6.75M | 0.09% | +45,827+437.4% | Added |
| Annex Advisory Services, LLC | 77,413 | $6.69M | 0.49% | +13,443+21.0% | Added |
| Viking Fund Management LLC | 76,000 | $6.57M | 1.49% | +11,000+16.9% | Added |
| Bryn Mawr Trust Co | 75,036 | $6.48M | 0.25% | −2,305−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,918 | $6.47M | 0.06% | +10,974+17.2% | Added |
| Marco Investment Management LLC | 74,432 | $6.43M | 0.65% | +21,476+40.6% | Added |
| British Columbia Investment Management Corp | 74,117 | $6.40M | 0.04% | −2,934−3.8% | Reduced |
| USS Investment Management Ltd | 72,513 | $6.26M | 0.05% | −53,582−42.5% | Reduced |
| D.A. Davidson & Co. | 72,477 | $6.26M | 0.07% | +9,289+14.7% | Added |
| RPG Investment Advisory, LLC | 72,123 | $6.23M | 1.02% | −39,763−35.5% | Reduced |
| Fort Point Capital Partners LLC | 71,619 | $6.19M | 0.94% | +71,619 | New |
| Adams Asset Advisors, LLC | 71,195 | $6.15M | 0.90% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 70,823 | $6.12M | 0.06% | +47,764+207.1% | Added |
| AE Wealth Management LLC | 68,200 | $5.89M | 0.04% | +29,656+76.9% | Added |
| Canada Pension Plan Investment Board | 67,619 | $5.84M | 0.01% | +24,844+58.1% | Added |
| Engineers Gate Manager LP | 67,350 | $5.82M | 0.23% | +52,470+352.6% | Added |
| Mackay Shields LLC | 67,250 | $5.81M | 0.05% | +1,708+2.6% | Added |
| Foundation Resource Management Inc | 66,903 | $5.78M | 0.89% | −64−0.1% | Reduced |
| DT Investment Partners, LLC | 66,472 | $5.74M | 0.74% | −1,949−2.8% | Reduced |
| FourThought Financial, LLC | 66,001 | $5.71M | 0.72% | +3,925+6.3% | Added |
| IFM Investors Pty Ltd | 66,099 | $5.71M | 0.09% | +9,890+17.6% | Added |
| Public Sector Pension Investment Board | 65,435 | $5.65M | 0.04% | −7,680−10.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 65,365 | $5.65M | 1.22% | −4,960−7.1% | Reduced |
| Disciplined Investments, LLC | 65,040 | $5.62M | 2.34% | +183+0.3% | Added |
| Visionary Wealth Advisors | 63,870 | $5.52M | 0.44% | +6,785+11.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 63,813 | $5.51M | 0.01% | +24,371+61.8% | Added |
| Country Club Bank | 62,255 | $5.44M | 0.47% | +62,255 | New |
| Mutual of America Capital Management LLC | 62,437 | $5.39M | 0.06% | +4,581+7.9% | Added |
| Montgomery Investment Management Inc | 61,852 | $5.34M | 1.83% | −500−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 61,746 | $5.33M | 0.01% | +22,612+57.8% | Added |
| Fifth Third Bancorp | 61,698 | $5.33M | 0.02% | +2,815+4.8% | Added |
| Geneos Wealth Management Inc. | 61,256 | $5.29M | 0.23% | −17,657−22.4% | Reduced |
| Congress Wealth Management LLC | 61,169 | $5.28M | 0.12% | −1,525−2.4% | Reduced |
| Royal Fund Management, LLC | 61,038 | $5.27M | 0.77% | −2,726−4.3% | Reduced |
| Texas Permanent School Fund | 60,685 | $5.24M | 0.07% | +249+0.4% | Added |
| Alley Investment Management Company, LLC | 58,988 | $5.10M | 0.84% | +58,988 | New |
| CIBC Private Wealth Group, LLC | 57,785 | $4.99M | 0.01% | +26,033+82.0% | Added |
| Paloma Partners Management Co | 57,618 | $4.98M | 0.38% | −124,896−68.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 56,623 | $4.89M | 0.95% | −1,452−2.5% | Reduced |
| Vestcor Inc | 56,549 | $4.88M | 0.17% | +51,143+946.0% | Added |
| Buckingham Capital Management, Inc. | 55,965 | $4.83M | 0.79% | −577−1.0% | Reduced |
| Quantbot Technologies LP | 55,222 | $4.77M | 0.42% | +23,686+75.1% | Added |
| Berger Financial Group, Inc | 55,020 | $4.75M | 0.60% | +55,020 | New |
| Navellier & Associates Inc | 54,856 | $4.74M | 0.81% | +51,256+1,423.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 53,600 | $4.63M | 0.06% | −23,900−30.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 56,497 | $4.63M | 2.99% | +56,497 | New |
| Blair William & Co | 53,538 | $4.63M | 0.02% | +27,267+103.8% | Added |
| Commerce Bank | 53,400 | $4.61M | 0.03% | −1,559−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 53,269 | $4.60M | 0.17% | +1,681+3.3% | Added |
| Nkcfo LLC | 53,200 | $4.60M | 1.43% | 00.0% | Unchanged |
| Meyer Handelman Co | 53,172 | $4.59M | 0.18% | +1,092+2.1% | Added |
| Kornitzer Capital Management Inc | 53,107 | $4.59M | 0.08% | −11,000−17.2% | Reduced |