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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 53,051 | $4.58M | 0.09% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 52,634 | $4.55M | 0.14% | +45,386+626.2% | Added |
| Cary Street Partners Asset Management LLC | 52,501 | $4.54M | 0.90% | +313+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 52,116 | $4.50M | 0.02% | +52,116 | New |
| Kestra Advisory Services, LLC | 52,001 | $4.49M | 0.05% | −23,687−31.3% | Reduced |
| Hendley & Co Inc | 51,882 | $4.48M | 1.53% | −288−0.6% | Reduced |
| PGGM Investments | 61,264 | $4.44M | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 51,192 | $4.42M | 0.11% | +6,145+13.6% | Added |
| Illinois Municipal Retirement Fund | 50,989 | $4.41M | 0.13% | −10,155−16.6% | Reduced |
| RBF Capital, LLC | 50,000 | $4.37M | 0.28% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 50,154 | $4.33M | 0.04% | +1,035+2.1% | Added |
| Avantax Advisory Services, Inc. | 49,934 | $4.32M | 0.06% | +1,447+3.0% | Added |
| Scissortail Wealth Management, LLC | 48,655 | $4.32M | 2.12% | +15,961+48.8% | Added |
| Umb Bank N A | 49,814 | $4.30M | 0.06% | −1,416−2.8% | Reduced |
| Rothschild Investment Corp | 49,609 | $4.29M | 0.34% | −899−1.8% | Reduced |
| Brown Advisory Inc | 49,003 | $4.23M | 0.01% | +2,616+5.6% | Added |
| Ancora Advisors, LLC | 48,351 | $4.18M | 0.10% | −2,168−4.3% | Reduced |
| Duality Advisers, LP | 48,082 | $4.15M | 0.45% | +48,082 | New |
| CIBC Asset Management Inc | 47,880 | $4.14M | 0.01% | +6,011+14.4% | Added |
| NN Investment Partners Holdings N.V. | 47,819 | $4.13M | 0.02% | +38,800+430.2% | Added |
| Huntington National Bank | 47,729 | $4.12M | 0.04% | −1,536−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 46,807 | $4.04M | 0.02% | −4,504−8.8% | Reduced |
| Simmons Bank | 46,681 | $4.03M | 0.30% | +184+0.4% | Added |
| MUFG Americas Holdings Corp | 46,640 | $4.03M | 0.08% | −2,311−4.7% | Reduced |
| Beacon Pointe Advisors, LLC | 46,522 | $4.02M | 0.06% | +38,079+451.0% | Added |
| Beacon Financial Group | 45,081 | $3.99M | 0.53% | +38+0.1% | Added |
| Mirador Capital Partners LP | 45,990 | $3.97M | 0.80% | +692+1.5% | Added |
| Mackenzie Financial Corp | 45,933 | $3.97M | 0.01% | −164,172−78.1% | Reduced |
| Independent Financial Group, LLC | 45,871 | $3.96M | 0.32% | +38,398+513.8% | Added |
| Rodgers Brothers Inc. | 45,753 | $3.95M | 0.71% | −2,250−4.7% | Reduced |
| GWM Advisors LLC | 45,614 | $3.94M | 0.07% | +4,048+9.7% | Added |
| Acadian Asset Management LLC | 45,534 | $3.93M | 0.02% | +28,918+174.0% | Added |
| Intact Investment Management Inc. | 44,700 | $3.86M | 0.10% | +44,700 | New |
| Ensign Peak Advisors, Inc | 44,379 | $3.83M | 0.01% | +890+2.0% | Added |
| Hartford Investment Management Co | 44,157 | $3.81M | 0.10% | −338−0.8% | Reduced |
| Norinchukin Bank, The | 43,913 | $3.79M | 0.05% | +6,730+18.1% | Added |
| Telos Capital Management, Inc. | 43,825 | $3.79M | 0.49% | −65−0.1% | Reduced |
| Level Four Advisory Services, LLC | 43,532 | $3.76M | 0.29% | +2,010+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,391 | $3.75M | 0.17% | −14,767−25.4% | Reduced |
| Stratos Wealth Advisors, LLC | 43,396 | $3.75M | 0.30% | −64−0.1% | Reduced |
| Schroder Investment Management Group | 42,857 | $3.75M | 0.00% | +4,899+12.9% | Added |
| Veritable, L.P. | 43,327 | $3.74M | 0.06% | −3,489−7.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,997 | $3.71M | 0.14% | +12,332+40.2% | Added |
| Providence Capital Advisors, LLC | 42,935 | $3.71M | 0.98% | −10,228−19.2% | Reduced |
| Wealthfront Advisers LLC | 42,858 | $3.70M | 0.02% | −9,185−17.6% | Reduced |
| First National Bank of Omaha | 42,557 | $3.68M | 0.19% | −1,766−4.0% | Reduced |
| Advisory Services Network, LLC | 42,513 | $3.67M | 0.11% | −1,606−3.6% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $3.64M | 1.43% | +42,129 | New |
| PDT Partners, LLC | 41,956 | $3.63M | 0.31% | +41,956 | New |
| First National Bank of Mount Dora, Trust Investment Services | 41,804 | $3.61M | 1.09% | −1,033−2.4% | Reduced |
| Texas Yale Capital Corp. | 41,643 | $3.60M | 0.20% | +41,643 | New |
| Stolper Co | 41,314 | $3.57M | 1.51% | +4,993+13.7% | Added |
| Northeast Financial Consultants Inc | 41,304 | $3.57M | 0.21% | +37,404+959.1% | Added |
| HM Payson & Co | 41,279 | $3.57M | 0.08% | −3,232−7.3% | Reduced |
| Teamwork Financial Advisors, LLC | 41,271 | $3.56M | 0.66% | +26,284+175.4% | Added |
| Candriam Luxembourg S.C.A. | 40,653 | $3.51M | 0.02% | +3,014+8.0% | Added |
| Venture Visionary Partners LLC | 40,615 | $3.51M | 0.23% | +16,348+67.4% | Added |
| Alta Capital Management LLC | 40,590 | $3.51M | 0.21% | +2,728+7.2% | Added |
| Chatham Capital Group, Inc. | 40,108 | $3.46M | 0.67% | −3,035−7.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,924 | $3.45M | 0.07% | −1,482−3.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 39,819 | $3.44M | 0.08% | +39,819 | New |
| Brookstone Capital Management | 41,555 | $3.43M | 0.07% | +9,484+29.6% | Added |
| Cetera Advisor Networks LLC | 39,486 | $3.41M | 0.04% | +3,497+9.7% | Added |
| Quadrature Capital Ltd | 39,486 | $3.41M | 0.14% | +9,306+30.8% | Added |
| Park Avenue Securities LLC | 39,355 | $3.40M | 0.06% | +3,296+9.1% | Added |
| Fiera Capital Corp | 39,124 | $3.38M | 0.01% | +101+0.3% | Added |
| Employees Provident Fund Board | 38,729 | $3.35M | 0.06% | +38,729 | New |
| Westpac Banking Corp | 38,664 | $3.34M | 0.04% | +1,663+4.5% | Added |
| Pinnacle Associates Ltd | 38,418 | $3.32M | 0.06% | −1,667−4.2% | Reduced |
| Securian Asset Management, Inc | 38,107 | $3.29M | 0.06% | +1,978+5.5% | Added |
| Alpha Omega Wealth Management LLC | 38,037 | $3.29M | 0.52% | +1,031+2.8% | Added |
| Oppenheimer & Co Inc | 37,865 | $3.27M | 0.06% | +5,251+16.1% | Added |
| Colonial Trust Advisors | 37,834 | $3.27M | 0.39% | +1,695+4.7% | Added |
| Elo Mutual Pension Insurance Co | 37,714 | $3.26M | 0.09% | +4,462+13.4% | Added |
| Shorepoint Capital Partners LLC | 37,700 | $3.26M | 1.36% | −875−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 37,563 | $3.25M | 0.03% | +2,003+5.6% | Added |
| Regentatlantic Capital LLC | 37,385 | $3.23M | 0.09% | −94−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 37,327 | $3.22M | 0.14% | +6,933+22.8% | Added |
| Strategic Global Advisors, LLC | 36,669 | $3.17M | 0.46% | +36,669 | New |
| Farmers & Merchants Investments Inc | 36,377 | $3.14M | 0.12% | −285−0.8% | Reduced |
| First American Bank | 36,050 | $3.11M | 0.26% | +575+1.6% | Added |
| McDonald Partners LLC | 35,891 | $3.10M | 0.68% | +35,891 | New |
| Atria Investments LLC | 35,876 | $3.10M | 0.05% | +1,341+3.9% | Added |
| Maryland State Retirement & Pension System | 35,652 | $3.08M | 0.08% | +2,239+6.7% | Added |
| Varma Mutual Pension Insurance Co | 35,648 | $3.08M | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 35,331 | $3.05M | 0.03% | +996+2.9% | Added |
| Crossmark Global Holdings, Inc. | 35,102 | $3.03M | 0.07% | −1,492−4.1% | Reduced |
| Heritage Trust Co | 34,859 | $3.01M | 0.43% | +1,488+4.5% | Added |
| Econ Financial Services Corp | 34,697 | $3.00M | 2.22% | +26,491+322.8% | Added |
| Panagora Asset Management Inc | 34,091 | $2.94M | 0.02% | +6,653+24.2% | Added |
| Tweedy, Browne Co LLC | 33,847 | $2.92M | 0.09% | −16,381−32.6% | Reduced |
| Cerity Partners LLC | 33,659 | $2.91M | 0.05% | +1,351+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,616 | $2.90M | 0.66% | +33,616 | New |
| Private Advisor Group, LLC | 33,499 | $2.89M | 0.02% | +4,317+14.8% | Added |
| Pinkerton Retirement Specialists, LLC | 33,409 | $2.89M | 0.64% | +3,419+11.4% | Added |
| Gotham Asset Management, LLC | 33,357 | $2.88M | 0.09% | +10,349+45.0% | Added |
| Segall Bryant & Hamill, LLC | 33,346 | $2.88M | 0.03% | +360+1.1% | Added |
| Riverview Capital Advisers, LLC | 32,954 | $2.85M | 1.31% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.81M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 32,536 | $2.81M | 0.12% | +10,688+48.9% | Added |