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 |
|---|---|---|---|---|---|
| Canal Insurance CO | 32,500 | $2.81M | 0.78% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 32,503 | $2.81M | 2.04% | +32,503 | New |
| Thompson Siegel & Walmsley LLC | 32,372 | $2.80M | 0.04% | −384−1.2% | Reduced |
| Jane Street Group, LLC | 32,305 | $2.79M | 0.01% | −42,545−56.8% | Reduced |
| NewSquare Capital LLC | 31,983 | $2.76M | 0.29% | +3,419+12.0% | Added |
| Beck Bode, LLC | 31,984 | $2.76M | 0.62% | +31,984 | New |
| Marathon Capital Management | 31,635 | $2.73M | 0.78% | −1,885−5.6% | Reduced |
| Winton Group Ltd | 31,454 | $2.72M | 0.14% | −4,092−11.5% | Reduced |
| Xponance, Inc. | 31,266 | $2.70M | 0.04% | +3,105+11.0% | Added |
| Dakota Wealth Management | 30,891 | $2.67M | 0.22% | +27,466+801.9% | Added |
| Wealth Advisory Solutions, LLC | 30,723 | $2.65M | 0.55% | +30,723 | New |
| Daiwa Securities Group Inc. | 30,460 | $2.63M | 0.02% | +4,882+19.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,352 | $2.62M | 0.78% | +2,670+9.6% | Added |
| Louisiana State Employees Retirement System | 29,500 | $2.62M | 0.06% | +2,000+7.3% | Added |
| HRT Financial LP | 30,349 | $2.62M | 0.02% | +30,349 | New |
| Brinker Capital Investments, LLC | 30,267 | $2.62M | 0.04% | −6,346−17.3% | Reduced |
| Leavell Investment Management, Inc. | 30,256 | $2.61M | 0.18% | +5,360+21.5% | Added |
| Atria Wealth Solutions, Inc. | 30,125 | $2.60M | 0.04% | +30,125 | New |
| Kentucky Retirement Systems | 29,821 | $2.58M | 0.11% | +2,998+11.2% | Added |
| SWS Partners | 29,661 | $2.57M | 1.68% | +5,718+23.9% | Added |
| Fundamentun, LLC | 29,666 | $2.56M | 0.43% | +26+0.1% | Added |
| Demars Financial Group, LLC | 29,418 | $2.54M | 1.28% | −1,802−5.8% | Reduced |
| FDx Advisors, Inc. | 29,236 | $2.53M | 0.09% | −12,296−29.6% | Reduced |
| Davenport & Co LLC | 29,130 | $2.52M | 0.02% | +1,602+5.8% | Added |
| Parsons Capital Management Inc | 29,008 | $2.51M | 0.19% | +274+1.0% | Added |
| Icon Advisers Inc | 29,000 | $2.50M | 0.43% | −26,000−47.3% | Reduced |
| Becker Capital Management Inc | 28,919 | $2.50M | 0.10% | −3,285−10.2% | Reduced |
| Metropolitan Life Insurance Co | 28,872 | $2.49M | 0.09% | −21,207−42.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 30,517 | $2.49M | 2.23% | +3,183+11.6% | Added |
| Central Trust Co | 28,751 | $2.48M | 0.07% | +557+2.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,703 | $2.48M | 0.03% | +717+2.6% | Added |
| CIBC World Markets Corp | 28,449 | $2.46M | 0.02% | −145,794−83.7% | Reduced |
| Adell Harriman & Carpenter Inc | 28,367 | $2.45M | 0.24% | +21,970+343.4% | Added |
| LexAurum Advisors, LLC | 28,359 | $2.45M | 0.80% | +28,359 | New |
| Silvercrest Asset Management Group LLC | 28,167 | $2.43M | 0.02% | +17,105+154.6% | Added |
| Yaupon Capital Management LP | 28,171 | $2.43M | 1.32% | +28,171 | New |
| Resources Investment Advisors, LLC. | 28,115 | $2.43M | 0.09% | −228−0.8% | Reduced |
| CFM Wealth Partners LLC | 27,718 | $2.40M | 0.57% | +10,891+64.7% | Added |
| Prio Wealth Limited Partnership | 27,419 | $2.37M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 27,422 | $2.37M | 0.02% | +1,673+6.5% | Added |
| New Mexico Educational Retirement Board | 27,228 | $2.35M | 0.09% | +500+1.9% | Added |
| Unison Advisors LLC | 27,050 | $2.34M | 0.56% | +338+1.3% | Added |
| Ziegler Capital Management, LLC | 27,256 | $2.32M | 0.10% | −264−1.0% | Reduced |
| Shelton Capital Management | 26,856 | $2.32M | 0.09% | +105+0.4% | Added |
| Johnson Investment Counsel Inc | 26,748 | $2.31M | 0.03% | −218−0.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 26,549 | $2.29M | 0.24% | −1,669−5.9% | Reduced |
| Poehling Capital Management, LLC | 26,507 | $2.29M | 0.71% | +26+0.1% | Added |
| Wedbush Securities Inc | 26,461 | $2.29M | 0.10% | +6,526+32.7% | Added |
| Principle Wealth Partners LLC | 26,405 | $2.28M | 0.24% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 26,386 | $2.28M | 0.18% | −724−2.7% | Reduced |
| People's United Financial, Inc. | 26,208 | $2.26M | 0.06% | −3,707−12.4% | Reduced |
| Garrison Asset Management, LLC | 25,901 | $2.24M | 1.26% | +35+0.1% | Added |
| German American Bancorp, Inc. | 25,723 | $2.22M | 0.32% | +183+0.7% | Added |
| Mattern Wealth Management LLC | 25,533 | $2.21M | 0.72% | +6,412+33.5% | Added |
| Regions Financial Corp | 25,487 | $2.20M | 0.02% | −2,532−9.0% | Reduced |
| Exencial Wealth Advisors, LLC | 25,469 | $2.20M | 0.11% | −1,121−4.2% | Reduced |
| SevenBridge Financial Group, LLC | 25,390 | $2.19M | 0.77% | −2,228−8.1% | Reduced |
| Prudential PLC | 25,382 | $2.19M | 0.03% | +14,659+136.7% | Added |
| Taika Capital, LP | 25,100 | $2.17M | 1.09% | +25,100 | New |
| Gladstone Institutional Advisory LLC | 25,003 | $2.16M | 0.15% | −9,221−26.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,892 | $2.15M | 0.07% | +108+0.4% | Added |
| Stevens Capital Management LP | 24,703 | $2.13M | 0.47% | +10,223+70.6% | Added |
| Myriad Asset Management Ltd. | 24,600 | $2.13M | 0.31% | +24,600 | New |
| O'Keefe Stevens Advisory, Inc. | 24,471 | $2.11M | 1.03% | −149−0.6% | Reduced |
| Argyle Capital Management Inc. | 24,269 | $2.10M | 0.68% | −966−3.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 24,085 | $2.08M | 0.08% | +350+1.5% | Added |
| River Wealth Advisors LLC | 24,019 | $2.08M | 0.33% | +342+1.4% | Added |
| Kestra Private Wealth Services, LLC | 23,963 | $2.07M | 0.10% | +7,143+42.5% | Added |
| Pinnacle Wealth Management, LLC | 23,932 | $2.07M | 2.42% | −3,586−13.0% | Reduced |
| Concentric Capital Strategies, LP | 23,500 | $2.03M | 0.77% | +23,500 | New |
| Federated Hermes, Inc. | 23,443 | $2.03M | 0.00% | −30,597−56.6% | Reduced |
| Cresset Asset Management, LLC | 23,461 | $2.03M | 0.02% | +17,617+301.5% | Added |
| Leonteq Securities AG | 23,338 | $2.02M | 0.09% | +20,422+700.3% | Added |
| Cullen/Frost Bankers, Inc. | 23,298 | $2.01M | 0.04% | −791−3.3% | Reduced |
| STRS Ohio | 23,225 | $2.01M | 0.01% | −996−4.1% | Reduced |
| TD Private Client Wealth LLC | 23,202 | $2.00M | 0.09% | +5,979+34.7% | Added |
| Green Square Capital Advisors LLC | 22,863 | $1.98M | 0.31% | +407+1.8% | Added |
| Omers Administration Corp | 22,800 | $1.97M | 0.03% | +22,800 | New |
| City Holding Co | 22,510 | $1.95M | 0.32% | −50−0.2% | Reduced |
| Corient Capital Partners, LLC | 22,494 | $1.94M | 0.13% | +156+0.7% | Added |
| Baxter Bros Inc | 22,076 | $1.91M | 0.29% | +645+3.0% | Added |
| TownSquare Capital, LLC | 21,845 | $1.89M | 0.05% | +2,274+11.6% | Added |
| Stratos Wealth Partners, LTD. | 21,801 | $1.88M | 0.04% | +2,675+14.0% | Added |
| Quantitative Investment Management, LLC | 21,708 | $1.88M | 0.20% | +21,708 | New |
| Northwestern Mutual Investment Management Company, LLC | 21,666 | $1.87M | 0.04% | +1,954+9.9% | Added |
| MAI Capital Management | 21,665 | $1.87M | 0.03% | +8,031+58.9% | Added |
| HBK Sorce Advisory LLC | 21,654 | $1.87M | 0.10% | +612+2.9% | Added |
| Wilen Investment Management Corp. | 21,716 | $1.87M | 1.41% | −200−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.84M | 0.14% | 00.0% | Unchanged |
| FIL Ltd | 21,251 | $1.84M | 0.00% | −1,891−8.2% | Reduced |
| Strategic Financial Services, Inc, | 21,258 | $1.84M | 0.14% | −663−3.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,109 | $1.82M | 1.62% | +191+0.9% | Added |
| apricus wealth, LLC | 20,385 | $1.81M | 1.48% | +1,785+9.6% | Added |
| Miracle Mile Advisors, LLC | 20,947 | $1.81M | 0.08% | +14,886+245.6% | Added |
| Koshinski Asset Management, Inc. | 20,856 | $1.80M | 0.15% | +91+0.4% | Added |
| Hartford Financial Management Inc. | 20,761 | $1.79M | 0.43% | −107−0.5% | Reduced |
| XML Financial, LLC | 20,658 | $1.78M | 0.21% | +10.0% | Added |
| First Nebraska Trust Co | 20,641 | $1.78M | 0.21% | −100−0.5% | Reduced |
| Cardinal Capital Management | 20,620 | $1.78M | 0.36% | +1,045+5.3% | Added |
| Thrivent Financial for Lutherans | 20,574 | $1.78M | 0.00% | +1,368+7.1% | Added |