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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 8,888 | $768.0K | 0.04% | +120+1.4% | Added |
| First National Bank & Trust Co of Newtown | 8,788 | $759.0K | 0.15% | −502−5.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,760 | $757.0K | 0.10% | −1,750−16.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,723 | $754.0K | 0.01% | +3,650+71.9% | Added |
| Linscomb & Williams, Inc. | 8,690 | $751.0K | 0.04% | +729+9.2% | Added |
| CoreCommodity Management, LLC | 8,672 | $749.0K | 0.16% | −89−1.0% | Reduced |
| Castleark Management LLC | 8,648 | $747.0K | 0.03% | +8,648 | New |
| Covenant Partners, LLC | 8,580 | $741.0K | 0.30% | +8,580 | New |
| North Star Investment Management Corp. | 8,547 | $738.0K | 0.06% | +40.0% | Added |
| TD Ameritrade Investment Management, LLC | 8,548 | $738.0K | 0.01% | +586+7.4% | Added |
| Empirical Finance, LLC | 8,504 | $735.0K | 0.08% | +1,829+27.4% | Added |
| BerganKDV Wealth Management, LLC | 8,498 | $734.0K | 0.08% | +196+2.4% | Added |
| Verdence Capital Advisors LLC | 8,440 | $729.0K | 0.08% | +292+3.6% | Added |
| Edge Capital Group, LLC | 8,412 | $727.0K | 0.05% | +12+0.1% | Added |
| Graham Capital Management, L.P. | 8,384 | $724.0K | 0.03% | +8,384 | New |
| Bridge Creek Capital Management LLC | 8,352 | $722.0K | 0.24% | −17,785−68.0% | Reduced |
| Wimmer Associates 1, LLC | 8,344 | $721.0K | 0.40% | +259+3.2% | Added |
| J.W. Cole Advisors, Inc. | 8,347 | $721.0K | 0.05% | +2,454+41.6% | Added |
| Charter Trust Co | 8,318 | $719.0K | 0.06% | −8,471−50.5% | Reduced |
| Baker Ellis Asset Management LLC | 8,319 | $719.0K | 0.13% | +99+1.2% | Added |
| Bank Ozk | 8,306 | $718.0K | 0.31% | +416+5.3% | Added |
| Independent Advisor Alliance | 8,259 | $714.0K | 0.03% | +493+6.3% | Added |
| Fiduciary Group LLC | 7,813 | $713.0K | 0.09% | +209+2.7% | Added |
| Patten Group, Inc. | 8,204 | $709.0K | 0.20% | +1,401+20.6% | Added |
| Scotia Capital Inc. | 8,206 | $709.0K | 0.00% | +4,243+107.1% | Added |
| Mutual Advisors, LLC | 8,212 | $709.0K | 0.04% | +4,683+132.7% | Added |
| Cigna Investments Inc | 8,187 | $708.0K | 0.09% | −1,644−16.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 8,191 | $708.0K | 0.17% | 00.0% | Unchanged |
| Ferris Capital, LLC | 8,125 | $702.0K | 0.16% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 8,100 | $700.0K | 0.04% | +8,100 | New |
| Belpointe Asset Management LLC | 8,084 | $698.0K | 0.04% | +400+5.2% | Added |
| Doheny Asset Management | 8,054 | $696.0K | 0.51% | −750−8.5% | Reduced |
| Confluence Wealth Services, Inc. | 8,055 | $695.0K | 0.25% | −6,156−43.3% | Reduced |
| Peoples Bank | 8,030 | $694.0K | 0.35% | +800+11.1% | Added |
| Centaurus Financial, Inc. | 7,967 | $688.0K | 0.05% | −169−2.1% | Reduced |
| True North Advisors, LLC | 7,933 | $685.0K | 0.18% | +450+6.0% | Added |
| Fisher Asset Management, LLC | 7,891 | $682.0K | 0.00% | +2,045+35.0% | Added |
| Heron Financial Group, LLC | 7,853 | $678.0K | 0.35% | −200−2.5% | Reduced |
| Massmutual Trust Co FSB | 7,841 | $677.0K | 0.03% | +232+3.0% | Added |
| WealthTrust Axiom LLC | 7,774 | $671.0K | 0.21% | −38−0.5% | Reduced |
| Bull Street Advisors, LLC | 7,751 | $670.0K | 0.33% | 00.0% | Unchanged |
| Colony Group LLC | 7,759 | $670.0K | 0.01% | +2,473+46.8% | Added |
| Toroso Investments, LLC | 7,741 | $669.0K | 0.02% | +4,053+109.9% | Added |
| Banque Cantonale Vaudoise | 7,702 | $665.0K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 7,670 | $663.0K | 0.55% | −1,207−13.6% | Reduced |
| Csenge Advisory Group | 7,649 | $661.0K | 0.05% | +2,619+52.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,639 | $660.0K | 0.42% | +140+1.9% | Added |
| Thoroughbred Financial Services, LLC | 7,643 | $660.0K | 0.11% | +4,713+160.9% | Added |
| Institute for Wealth Management, LLC. | 7,595 | $656.0K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,590 | $656.0K | 0.06% | +1,929+34.1% | Added |
| AMG National Trust Bank | 7,576 | $655.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,554 | $653.0K | 0.06% | +3,394+81.6% | Added |
| ICA Group Wealth Management, LLC | 6,156 | $653.0K | 0.12% | +6,156 | New |
| American Trust | 7,538 | $652.0K | 0.04% | −863−10.3% | Reduced |
| IBM Retirement Fund | 7,449 | $644.0K | 0.09% | +157+2.2% | Added |
| XTX Topco Ltd | 7,421 | $641.0K | 0.28% | +4,017+118.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,405 | $640.0K | 0.21% | +45+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 7,409 | $640.0K | 0.36% | +54+0.7% | Added |
| Glenview Trust Co | 7,377 | $637.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 7,381 | $637.0K | 0.00% | +27+0.4% | Added |
| Aull & Monroe Investment Management Corp | 7,377 | $637.0K | 0.29% | +300+4.2% | Added |
| Veriti Management LLC | 7,369 | $637.0K | 0.08% | +1,385+23.1% | Added |
| Caldwell Trust Co | 7,363 | $636.1K | 0.08% | −1,545−17.3% | Reduced |
| Thomas White International Ltd | 7,300 | $631.0K | 0.11% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 7,302 | $631.0K | 0.40% | +132+1.8% | Added |
| Retirement Group, LLC | 7,289 | $630.0K | 0.24% | +605+9.1% | Added |
| Eqis Capital Management, Inc. | 7,271 | $628.0K | 0.06% | +7,271 | New |
| Americana Partners, LLC | 7,322 | $627.0K | 0.19% | +1,355+22.7% | Added |
| CIBC World Markets Inc. | 7,236 | $625.0K | 0.00% | +2,766+61.9% | Added |
| Seeyond | 7,218 | $623.0K | 0.06% | +2,483+52.4% | Added |
| Navalign, LLC | 7,490 | $622.0K | 0.26% | +404+5.7% | Added |
| American Portfolios Advisors | 7,178 | $620.1K | 0.02% | +511+7.7% | Added |
| Birmingham Capital Management Co Inc | 7,145 | $617.0K | 0.21% | +156+2.2% | Added |
| America First Investment Advisors, LLC | 7,080 | $612.0K | 0.18% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 7,056 | $610.0K | 0.14% | −1,702−19.4% | Reduced |
| Greenleaf Trust | 7,035 | $608.0K | 0.01% | −452−6.0% | Reduced |
| Drive Wealth Management, LLC | 7,030 | $607.0K | 0.51% | −890−11.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $607.0K | 0.37% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 7,012 | $606.0K | 0.08% | −454−6.1% | Reduced |
| Cladis Investment Advisory, LLC | 6,969 | $602.1K | 0.49% | −20−0.3% | Reduced |
| Ieq Capital, LLC | 6,966 | $602.0K | 0.01% | +889+14.6% | Added |
| Metis Global Partners, LLC | 6,979 | $602.0K | 0.07% | +3,157+82.6% | Added |
| Covington Capital Management | 6,958 | $601.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,942 | $600.0K | 0.07% | +3,201+85.6% | Added |
| Gamco Investors, Inc. Et Al | 6,905 | $597.0K | 0.01% | −950−12.1% | Reduced |
| Corsicana & Co. | 6,872 | $594.0K | 0.38% | +470+7.3% | Added |
| Hilltop Holdings Inc. | 6,866 | $593.0K | 0.07% | −815−10.6% | Reduced |
| Lincoln Capital LLC | 6,862 | $593.0K | 0.14% | −180−2.6% | Reduced |
| Blueshift Asset Management, LLC | 6,838 | $591.0K | 0.05% | −25,798−79.0% | Reduced |
| Chelsea Counsel Co | 6,804 | $588.0K | 0.26% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,715 | $580.0K | 0.06% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 6,698 | $579.0K | 0.34% | +767+12.9% | Added |
| 1st Source Bank | 6,706 | $579.0K | 0.04% | +895+15.4% | Added |
| Vise Technologies, Inc. | 6,651 | $575.0K | 0.22% | −1,866−21.9% | Reduced |
| Peapack Gladstone Financial Corp | 6,656 | $575.0K | 0.01% | −788−10.6% | Reduced |
| San Luis Wealth Advisors LLC | 7,937 | $575.0K | 0.28% | +7,937 | New |
| Ontario Teachers Pension Plan Board | 6,624 | $572.0K | 0.01% | −6,507−49.6% | Reduced |
| Wealth Alliance | 6,612 | $571.0K | 0.12% | +189+2.9% | Added |
| Forum Financial Management, LP | 6,619 | $571.0K | 0.03% | +237+3.7% | Added |
| RFG Advisory, LLC | 6,605 | $571.0K | 0.04% | +514+8.4% | Added |