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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 13,371 | $1.16M | 0.04% | +4,841+56.8% | Added |
| National Asset Management, Inc. | 13,142 | $1.14M | 0.04% | +1,122+9.3% | Added |
| Fruth Investment Management | 13,045 | $1.13M | 0.31% | +600+4.8% | Added |
| Barry Investment Advisors, LLC | 13,025 | $1.13M | 0.30% | +712+5.8% | Added |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.12M | 0.08% | −150−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,902 | $1.11M | 0.10% | +2,573+24.9% | Added |
| Boyd Watterson Asset Management LLC | 12,868 | $1.11M | 0.41% | +450+3.6% | Added |
| Steel Peak Wealth Management LLC | 12,813 | $1.11M | 0.07% | +12,813 | New |
| Procyon Private Wealth Partners, LLC | 12,755 | $1.10M | 0.23% | +3,347+35.6% | Added |
| Welch & Forbes LLC | 12,746 | $1.10M | 0.02% | 00.0% | Unchanged |
| DCM Advisors, LLC | 12,714 | $1.10M | 0.39% | +1,051+9.0% | Added |
| FORA Capital, LLC | 12,510 | $1.09M | 0.20% | +8,349+200.6% | Added |
| Delphia (USA) Inc. | 12,634 | $1.09M | 0.82% | +12,634 | New |
| Ar Asset Management Inc | 12,600 | $1.09M | 0.28% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 12,556 | $1.08M | 1.06% | −5,133−29.0% | Reduced |
| Bristol John W & Co Inc | 12,500 | $1.08M | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,448 | $1.07M | 0.05% | +6,317+103.0% | Added |
| HB Wealth Management, LLC | 12,416 | $1.07M | 0.02% | +2,331+23.1% | Added |
| Smith, Moore & Co. | 12,372 | $1.07M | 0.15% | +443+3.7% | Added |
| Palladium Partners LLC | 12,267 | $1.06M | 0.05% | −675−5.2% | Reduced |
| Bangor Savings Bank | 12,248 | $1.06M | 0.11% | −433−3.4% | Reduced |
| Guyasuta Investment Advisors Inc | 12,198 | $1.05M | 0.07% | +38+0.3% | Added |
| Sigma Planning Corp | 12,166 | $1.05M | 0.03% | +375+3.2% | Added |
| Wetherby Asset Management Inc | 12,159 | $1.05M | 0.06% | +1,553+14.6% | Added |
| JustInvest LLC | 12,155 | $1.05M | 0.05% | +4,358+55.9% | Added |
| Two Sigma Securities, LLC | 12,102 | $1.04M | 0.15% | +12,102 | New |
| BBR Partners, LLC | 12,032 | $1.04M | 0.10% | −540−4.3% | Reduced |
| Citizens National Bank Trust Department | 11,974 | $1.04M | 0.42% | +2,678+28.8% | Added |
| Pavion Blue Capital, LLC | 12,004 | $1.04M | 0.61% | +287+2.4% | Added |
| Park Circle Co | 12,000 | $1.04M | 0.87% | +12,000 | New |
| Hoylecohen, LLC | 11,997 | $1.04M | 0.09% | −502−4.0% | Reduced |
| South State Corp. | 11,913 | $1.03M | 0.08% | +57+0.5% | Added |
| Evercore Wealth Management, LLC | 11,890 | $1.03M | 0.02% | −1,300−9.9% | Reduced |
| Qtron Investments LLC | 11,844 | $1.02M | 0.23% | +11,844 | New |
| Boston Trust Walden Corp | 11,793 | $1.02M | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 11,773 | $1.02M | 0.06% | +495+4.4% | Added |
| Exeter Financial, LLC | 11,650 | $1.01M | 0.55% | +150+1.3% | Added |
| Kesler, Norman & Wride, LLC | 11,469 | $991.0K | 0.22% | −46−0.4% | Reduced |
| Paragon Capital Management LLC | 11,448 | $989.0K | 0.50% | +124+1.1% | Added |
| Marion Wealth Management | 11,430 | $987.0K | 0.48% | −290−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,423 | $987.0K | 0.02% | +663+6.2% | Added |
| Silvant Capital Management LLC | 11,373 | $983.0K | 0.19% | −314−2.7% | Reduced |
| Stock Yards Bank & Trust Co | 11,325 | $979.0K | 0.05% | +514+4.8% | Added |
| Inscription Capital, LLC | 11,200 | $968.0K | 0.28% | −635−5.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 11,142 | $963.0K | 0.10% | +682+6.5% | Added |
| Parallel Advisors, LLC | 10,992 | $961.0K | 0.04% | −1,728−13.6% | Reduced |
| Pearl River Capital, LLC | 11,082 | $957.0K | 0.26% | −28,920−72.3% | Reduced |
| Capital Advisors Inc | 11,031 | $953.0K | 0.03% | −15−0.1% | Reduced |
| WBI Investments | 11,025 | $952.0K | 0.15% | +11,025 | New |
| HYA Advisors, Inc | 10,993 | $950.0K | 0.33% | +6,369+137.7% | Added |
| Aquila Investment Management LLC | 11,000 | $950.0K | 0.54% | +11,000 | New |
| Bayesian Capital Management, LP | 11,000 | $950.0K | 0.14% | +11,000 | New |
| Jeppson Wealth Management, LLC | 10,972 | $947.0K | 0.44% | −110−1.0% | Reduced |
| Cowa, LLC | 10,866 | $939.0K | 0.47% | −2,768−20.3% | Reduced |
| Clearbridge Investments, LLC | 10,847 | $937.0K | 0.00% | −639−5.6% | Reduced |
| 17 Capital Partners, LLC | 10,815 | $934.0K | 0.97% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 10,745 | $928.0K | 0.47% | −150−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 10,719 | $926.0K | 0.19% | −92,908−89.7% | Reduced |
| Avidian Wealth Solutions, LLC | 10,721 | $926.0K | 0.06% | +2,292+27.2% | Added |
| Full Sail Capital, LLC | 10,519 | $909.0K | 0.08% | +6,100+138.0% | Added |
| Cannell Peter B & Co Inc | 10,479 | $905.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 10,431 | $897.0K | 0.03% | −1,067−9.3% | Reduced |
| YHB Investment Advisors, Inc. | 10,344 | $894.0K | 0.08% | −152−1.4% | Reduced |
| Resources Management Corp | 10,315 | $891.0K | 0.12% | +320+3.2% | Added |
| Longfellow Investment Management Co LLC | 10,211 | $883.0K | 0.14% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 10,060 | $869.0K | 0.22% | +97+1.0% | Added |
| Bradley Foster & Sargent Inc | 10,024 | $866.0K | 0.02% | +3,897+63.6% | Added |
| Anson Funds Management LP | 10,000 | $864.0K | 0.12% | +10,000 | New |
| Dearborn Partners LLC | 9,899 | $855.0K | 0.03% | +755+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 9,888 | $854.2K | 0.01% | +453+4.8% | Added |
| Adirondack Trust Co | 9,787 | $845.0K | 0.40% | +1,280+15.0% | Added |
| Dixon Hubard Feinour & Brown Inc | 9,750 | $842.0K | 0.08% | −120−1.2% | Reduced |
| Vanguard Capital Wealth Advisors | 9,747 | $842.0K | 0.60% | +4,663+91.7% | Added |
| AlphaStar Capital Management, LLC | 9,734 | $841.0K | 0.07% | +9,734 | New |
| Investors Research Corp | 9,723 | $840.0K | 0.24% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,710 | $838.9K | 0.07% | +992+11.4% | Added |
| Energy Opportunities Capital Management, LLC | 9,705 | $838.0K | 2.00% | +205+2.2% | Added |
| Boenning & Scattergood, Inc. | 9,677 | $836.0K | 0.13% | +1,968+25.5% | Added |
| Columbia Trust Co 01012016 | 9,980 | $827.0K | 0.39% | +2,370+31.1% | Added |
| Eudaimonia Partners, LLC | 9,500 | $821.0K | 0.14% | +9,500 | New |
| Martingale Asset Management L P | 9,480 | $819.0K | 0.01% | +9,480 | New |
| Harbor Investment Advisory, LLC | 9,474 | $818.0K | 0.11% | +1,759+22.8% | Added |
| Valeo Financial Advisors, LLC | 9,453 | $817.0K | 0.04% | +450+5.0% | Added |
| Clear Street Markets LLC | 9,442 | $816.0K | 0.24% | +3,696+64.3% | Added |
| First National Trust Co | 9,356 | $808.0K | 0.04% | +209+2.3% | Added |
| Miller Howard Investments Inc | 9,348 | $808.0K | 0.03% | +4,175+80.7% | Added |
| V Wealth Advisors LLC | 9,315 | $805.0K | 0.13% | −379−3.9% | Reduced |
| Jacobi Capital Management LLC | 9,284 | $802.0K | 0.10% | +76+0.8% | Added |
| Epoch Investment Partners, Inc. | 9,262 | $800.0K | 0.00% | +3,962+74.8% | Added |
| IndexIQ Advisors LLC | 9,242 | $799.0K | 0.03% | +28+0.3% | Added |
| Citizens Financial Group Inc | 9,232 | $798.0K | 0.03% | +155+1.7% | Added |
| Wealthsource Partners, LLC | 9,240 | $798.0K | 0.05% | +717+8.4% | Added |
| Mystic Asset Management, Inc. | 9,234 | $797.0K | 0.43% | +515+5.9% | Added |
| Snowden Capital Advisors LLC | 9,229 | $797.0K | 0.03% | +5,534+149.8% | Added |
| Parcion Private Wealth LLC | 9,112 | $796.0K | 0.07% | −106−1.1% | Reduced |
| Delta Financial Advisors LLC | 9,204 | $795.0K | 0.34% | +10.0% | Added |
| Rowland & Co Investment Counsel | 9,156 | $791.0K | 0.18% | +100+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 9,074 | $784.0K | 0.11% | −190−2.1% | Reduced |
| Haverford Trust Co | 9,045 | $781.0K | 0.01% | −937−9.4% | Reduced |
| Karpas Strategies, LLC | 8,903 | $769.0K | 0.24% | 00.0% | Unchanged |