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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20,430 | $1.76M | 0.00% | +4,839+31.0% | Added |
| Salem Investment Counselors Inc | 20,350 | $1.76M | 0.07% | +1,605+8.6% | Added |
| Cheviot Value Management, LLC | 20,313 | $1.75M | 0.37% | −40−0.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,307 | $1.75M | 1.27% | −12,129−37.4% | Reduced |
| Somerset Trust Co | 20,232 | $1.75M | 0.68% | +153+0.8% | Added |
| David J Yvars Group | 20,147 | $1.74M | 1.21% | +20,147 | New |
| Arvest Trust Co N A | 19,989 | $1.73M | 0.10% | +3,149+18.7% | Added |
| Carret Asset Management, LLC | 19,640 | $1.70M | 0.19% | −268−1.3% | Reduced |
| Jump Financial, LLC | 19,626 | $1.70M | 0.07% | −34,017−63.4% | Reduced |
| Greylin Investment Mangement Inc | 19,352 | $1.67M | 0.29% | −706−3.5% | Reduced |
| Arkadios Wealth Advisors | 19,360 | $1.67M | 0.22% | +7,841+68.1% | Added |
| Van Eck Associates Corp | 19,136 | $1.65M | 0.00% | −3,919−17.0% | Reduced |
| Keystone Wealth Services, LLC | 19,113 | $1.65M | 0.65% | +19,113 | New |
| Shay Capital LLC | 19,068 | $1.65M | 0.59% | +19,068 | New |
| Campbell & CO Investment Adviser LLC | 18,827 | $1.63M | 0.44% | +18,827 | New |
| CSS LLC | 18,712 | $1.62M | 0.07% | +18,712 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,338 | $1.61M | 0.02% | −1,732−8.6% | Reduced |
| Icon Wealth Partners, LLC | 18,479 | $1.60M | 0.16% | +392+2.2% | Added |
| King Luther Capital Management Corp | 18,389 | $1.59M | 0.01% | +11,379+162.3% | Added |
| Cetera Advisors LLC | 18,379 | $1.59M | 0.03% | +2,362+14.7% | Added |
| Clifford Swan Investment Counsel LLC | 18,340 | $1.58M | 0.06% | −30.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.58M | 0.21% | 00.0% | Unchanged |
| Burney Co | 18,275 | $1.58M | 0.07% | −12,002−39.6% | Reduced |
| Curbstone Financial Management Corp | 18,256 | $1.58M | 0.29% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 18,217 | $1.57M | 0.03% | +4,614+33.9% | Added |
| Bartlett & Co. Wealth Management LLC | 18,217 | $1.57M | 0.03% | +4,614+33.9% | Added |
| GPS Wealth Strategies Group, LLC | 18,114 | $1.56M | 0.35% | +17,864+7,145.6% | Added |
| Auxier Asset Management | 18,062 | $1.56M | 0.25% | −300−1.6% | Reduced |
| Pinz Capital Management, LP | 18,000 | $1.55M | 0.97% | −29,500−62.1% | Reduced |
| Citizens Business Bank | 17,955 | $1.55M | 0.19% | 00.0% | Unchanged |
| Intrust Bank NA | 17,902 | $1.55M | 0.20% | +83+0.5% | Added |
| Nomura Holdings Inc | 17,904 | $1.54M | 0.01% | −2,001−10.1% | Reduced |
| Convergence Investment Partners, LLC | 17,812 | $1.54M | 0.79% | +17,812 | New |
| Balentine LLC | 17,790 | $1.54M | 0.05% | +3,582+25.2% | Added |
| Fernwood Investment Management, LLC | 17,780 | $1.54M | 0.54% | −1,400−7.3% | Reduced |
| Sonora Investment Management Group, LLC | 17,756 | $1.53M | 0.17% | −93−0.5% | Reduced |
| Financial Counselors Inc | 17,708 | $1.53M | 0.03% | −189−1.1% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,511 | $1.52M | 0.36% | +428+2.5% | Added |
| Corton Capital Inc. | 17,637 | $1.52M | 0.66% | +17,637 | New |
| Moser Wealth Advisors, LLC | 17,529 | $1.51M | 0.95% | −90−0.5% | Reduced |
| B. Riley Wealth Management, Inc. | 17,443 | $1.51M | 0.12% | +10.0% | Added |
| Patten & Patten Inc | 17,277 | $1.49M | 0.11% | −1,394−7.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,228 | $1.49M | 0.43% | +1,242+7.8% | Added |
| Hodges Capital Management Inc. | 17,232 | $1.49M | 0.12% | +3,264+23.4% | Added |
| Advisor Partners LLC | 17,036 | $1.47M | 0.09% | −58−0.3% | Reduced |
| Cetera Investment Advisers | 17,022 | $1.47M | 0.02% | +2,117+14.2% | Added |
| National Bank of Canada | 16,572 | $1.46M | 0.01% | +10,533+174.4% | Added |
| Northside Capital Management, LLC | 16,848 | $1.46M | 0.39% | 00.0% | Unchanged |
| Lincoln National Corp | 16,745 | $1.45M | 0.03% | +6,236+59.3% | Added |
| TBH Global Asset Management, LLC | 16,746 | $1.45M | 0.31% | +16,746 | New |
| Meeder Asset Management Inc | 16,678 | $1.44M | 0.07% | +16,678 | New |
| Tiedemann Advisors, LLC | 16,670 | $1.44M | 0.07% | +8,001+92.3% | Added |
| Bowling Portfolio Management LLC | 16,635 | $1.44M | 0.31% | −500−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 16,555 | $1.43M | 0.10% | −268−1.6% | Reduced |
| Telemus Capital, LLC | 16,511 | $1.43M | 0.12% | −93−0.6% | Reduced |
| Vident Investment Advisory, LLC | 16,507 | $1.43M | 0.04% | +12,931+361.6% | Added |
| Ingalls & Snyder LLC | 16,390 | $1.42M | 0.06% | −1,400−7.9% | Reduced |
| Cobblestone Capital Advisors LLC | 16,382 | $1.42M | 0.10% | +90+0.6% | Added |
| Everett Harris & Co | 16,348 | $1.41M | 0.02% | +90+0.6% | Added |
| Synovus Financial Corp | 16,257 | $1.41M | 0.01% | +788+5.1% | Added |
| Dowling & Yahnke LLC | 16,091 | $1.39M | 0.06% | −1,122−6.5% | Reduced |
| Bailard, Inc. | 16,035 | $1.39M | 0.05% | +251+1.6% | Added |
| Prospera Financial Services Inc | 15,601 | $1.35M | 0.06% | +7,819+100.5% | Added |
| Tower Bridge Advisors | 15,605 | $1.35M | 0.09% | −467−2.9% | Reduced |
| Western Wealth Management, LLC | 15,435 | $1.33M | 0.06% | +11,580+300.4% | Added |
| Armor Investment Advisors, LLC | 15,425 | $1.33M | 0.75% | +136+0.9% | Added |
| Frontier Wealth Management LLC | 16,192 | $1.33M | 0.02% | +156+1.0% | Added |
| Laird Norton Trust Company, LLC | 15,287 | $1.32M | 0.12% | −84−0.5% | Reduced |
| Tiaa, FSB | 15,169 | $1.31M | 0.00% | −2,312−13.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,143 | $1.31M | 0.00% | −6,166−28.9% | Reduced |
| Community Bank, N.A. | 15,095 | $1.30M | 0.16% | +1,736+13.0% | Added |
| Tokio Marine Asset Management Co Ltd | 15,081 | $1.30M | 0.10% | +782+5.5% | Added |
| Strategic Wealth Partners, Ltd. | 15,061 | $1.30M | 0.25% | +1,811+13.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,012 | $1.30M | 0.83% | +2,151+16.7% | Added |
| Harbour Investment Management LLC | 14,960 | $1.29M | 0.63% | −617−4.0% | Reduced |
| Fiduciary Trust Co | 14,790 | $1.28M | 0.02% | +3,752+34.0% | Added |
| Mountain Capital Investment Advisors, Inc | 15,428 | $1.27M | 0.60% | +1,215+8.5% | Added |
| Cypress Capital Group | 14,705 | $1.27M | 0.16% | +960+7.0% | Added |
| Stephens Inc | 14,626 | $1.26M | 0.02% | +2,870+24.4% | Added |
| Nikko Asset Management Americas, Inc. | 14,672 | $1.26M | 0.01% | −1,112−7.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 14,581 | $1.26M | 0.55% | +1,001+7.4% | Added |
| Guardian Wealth Management, Inc. | 14,563 | $1.26M | 1.25% | +577+4.1% | Added |
| Moors & Cabot, Inc. | 14,543 | $1.26M | 0.08% | +1,153+8.6% | Added |
| Strategic Advisors LLC | 14,325 | $1.24M | 0.21% | −151−1.0% | Reduced |
| Verition Fund Management LLC | 14,320 | $1.24M | 0.02% | +1,844+14.8% | Added |
| Terry L. Blaker | 14,225 | $1.23M | 0.10% | +450+3.3% | Added |
| CWM, LLC | 14,085 | $1.22M | 0.01% | −1,492−9.6% | Reduced |
| Basepoint Wealth LLC | 14,044 | $1.21M | 1.12% | −1,832−11.5% | Reduced |
| Connecticut Wealth Management, LLC | 14,021 | $1.21M | 0.09% | 00.0% | Unchanged |
| Hancock Whitney Corp | 13,963 | $1.21M | 0.04% | −13−0.1% | Reduced |
| Logan Capital Management Inc | 13,889 | $1.20M | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 13,848 | $1.20M | 0.44% | +4,495+48.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,810 | $1.19M | 0.11% | +2,064+17.6% | Added |
| Lee Danner & Bass Inc | 13,754 | $1.19M | 0.10% | +137+1.0% | Added |
| Credit Agricole S A | 13,738 | $1.19M | 0.04% | −29,869−68.5% | Reduced |
| Mather Group, LLC. | 13,662 | $1.18M | 0.02% | +486+3.7% | Added |
| Great Valley Advisor Group, Inc. | 13,616 | $1.17M | 0.07% | +3,328+32.3% | Added |
| Trexquant Investment LP | 13,453 | $1.16M | 0.05% | −88,044−86.7% | Reduced |
| Apollon Wealth Management, LLC | 13,431 | $1.16M | 0.08% | −349−2.5% | Reduced |
| First Hawaiian Bank | 13,410 | $1.16M | 0.04% | −196−1.4% | Reduced |