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 |
|---|---|---|---|---|---|
| HighTower Trust Services, LTA | 6,606 | $571.0K | 0.05% | +6,606 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,597 | $570.0K | 0.00% | +5,012+316.2% | Added |
| Sandy Spring Bank | 6,582 | $569.0K | 0.03% | +123+1.9% | Added |
| Spire Wealth Management | 6,578 | $568.0K | 0.02% | −4,351−39.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,579 | $568.0K | 0.03% | +819+14.2% | Added |
| C2C Wealth Management, LLC | 6,267 | $567.0K | 0.10% | −1,900−23.3% | Reduced |
| Palisade Asset Management, LLC | 6,569 | $567.0K | 0.07% | −285−4.2% | Reduced |
| Tocqueville Asset Management L.P. | 6,566 | $567.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,537 | $564.0K | 0.24% | −523−7.4% | Reduced |
| Cutler Group LP | 6,531 | $564.0K | 0.05% | +3,280+100.9% | Added |
| Intrua Financial, LLC | 6,513 | $563.0K | 0.10% | −1,738−21.1% | Reduced |
| Childress Capital Advisors, LLC | 6,514 | $563.0K | 0.20% | +85+1.3% | Added |
| U S Global Investors Inc | 6,500 | $562.0K | 0.02% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $562.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,465 | $559.0K | 0.16% | +93+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 6,464 | $558.0K | 0.06% | −284−4.2% | Reduced |
| Westhampton Capital, LLC | 6,453 | $557.0K | 0.36% | 00.0% | Unchanged |
| Pendal Group Limited | 6,445 | $557.0K | 0.00% | +6,445 | New |
| South Street Advisors LLC | 6,420 | $555.0K | 0.11% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,395 | $550.6K | 0.01% | −810−11.2% | Reduced |
| Weatherly Asset Management L. P. | 6,358 | $549.0K | 0.06% | −169−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 6,338 | $548.0K | 0.01% | −166−2.6% | Reduced |
| Nwam LLC | 6,311 | $545.0K | 0.04% | −3,095−32.9% | Reduced |
| Bennicas & Associates, Inc. | 6,300 | $544.0K | 0.27% | +942+17.6% | Added |
| American Financial Group Inc | 6,250 | $540.0K | 0.16% | +6,250 | New |
| Quantamental Technologies LLC | 6,227 | $538.0K | 0.31% | −14,461−69.9% | Reduced |
| Pacific Global Investment Management CO | 6,201 | $536.0K | 0.10% | −252−3.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,209 | $536.0K | 0.06% | +1,030+19.9% | Added |
| Deseret Mutual Benefit Administrators | 6,187 | $534.0K | 0.11% | −912−12.8% | Reduced |
| Clearstead Advisors, LLC | 6,165 | $533.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,174 | $533.0K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 5,921 | $530.0K | 0.09% | +193+3.4% | Added |
| Checchi Capital Advisers, LLC | 6,124 | $529.0K | 0.05% | +1,049+20.7% | Added |
| Dividend Assets Capital, LLC | 6,124 | $529.0K | 0.10% | +3,946+181.2% | Added |
| Private Trust Co NA | 6,116 | $528.0K | 0.08% | +336+5.8% | Added |
| Allen Capital Group, LLC | 6,090 | $526.0K | 0.10% | −611−9.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $523.0K | 0.20% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 6,037 | $522.0K | 0.20% | −1,568−20.6% | Reduced |
| Syntax Advisors, LLC | 6,037 | $522.0K | 0.44% | −1,568−20.6% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $520.2K | 0.09% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,011 | $519.0K | 0.02% | +75+1.3% | Added |
| Westbourne Investment Advisors, Inc. | 5,966 | $515.0K | 0.21% | −100−1.6% | Reduced |
| MCF Advisors LLC | 5,947 | $514.0K | 0.05% | +5,947 | New |
| Roof Eidam & Maycock | 5,910 | $511.0K | 0.17% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,913 | $511.0K | 0.14% | +1,417+31.5% | Added |
| Cullinan Associates Inc | 5,900 | $510.0K | 0.03% | −174−2.9% | Reduced |
| Argent Trust Co | 5,911 | $510.0K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,902 | $509.9K | 0.11% | +5,902 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,806 | $502.0K | 0.09% | −3−0.1% | Reduced |
| Savant Capital, LLC | 5,798 | $501.0K | 0.02% | +67+1.2% | Added |
| Cambridge Trust Co | 5,769 | $499.0K | 0.02% | +153+2.7% | Added |
| Compagnie Lombard Odier SCmA | 5,753 | $497.0K | 0.01% | −19,796−77.5% | Reduced |
| Essex Savings Bank | 5,739 | $496.0K | 0.16% | −25−0.4% | Reduced |
| Manchester Capital Management LLC | 5,743 | $496.0K | 0.07% | +285+5.2% | Added |
| Groesbeck Investment Management Corp | 5,751 | $496.0K | 0.56% | +5,751 | New |
| Cornerstone Wealth Management, LLC | 5,712 | $493.0K | 0.05% | −258−4.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $493.0K | 0.10% | +100+1.8% | Added |
| Searle & Co. | 5,675 | $490.0K | 0.18% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 5,675 | $490.0K | 0.01% | +5,675 | New |
| Rosenberg Matthew Hamilton | 5,658 | $489.0K | 0.17% | +350+6.6% | Added |
| Ambassador Advisors, LLC | 5,641 | $487.0K | 0.09% | +116+2.1% | Added |
| Sandia Investment Management LP | 5,600 | $484.0K | 0.07% | +5,600 | New |
| Campion Asset Management LLC | 5,596 | $483.0K | 0.41% | −16−0.3% | Reduced |
| Machina Capital S.A.S. | 5,535 | $478.0K | 1.05% | −1,201−17.8% | Reduced |
| Lido Advisors, LLC | 5,524 | $477.0K | 0.01% | −1,501−21.4% | Reduced |
| Bivin & Associates, Inc. | 5,520 | $477.0K | 0.44% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,532 | $477.0K | 0.05% | +1,465+36.0% | Added |
| Neo Ivy Capital Management | 5,518 | $476.0K | 0.43% | +2,569+87.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,503 | $475.4K | 0.07% | +354+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,499 | $475.0K | 0.03% | −1,740−24.0% | Reduced |
| Outfitter Financial LLC | 5,500 | $475.0K | 0.36% | 00.0% | Unchanged |
| Enhancing Capital LLC | 5,500 | $475.0K | 0.51% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,499 | $475.0K | 0.23% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,498 | $475.0K | 0.28% | +256+4.9% | Added |
| Brewin Dolphin Ltd | 5,500 | $475.0K | 0.02% | +1,244+29.2% | Added |
| Regent Investment Management LLC | 5,485 | $474.0K | 0.11% | −57−1.0% | Reduced |
| Wolverine Trading, LLC | 5,412 | $473.0K | 0.01% | −38,647−87.7% | Reduced |
| Valmark Advisers, Inc. | 5,472 | $473.0K | 0.01% | +923+20.3% | Added |
| Arrow Investment Advisors, LLC | 5,462 | $472.0K | 0.35% | +5,462 | New |
| Mission Wealth Management, LP | 5,432 | $470.0K | 0.02% | −263−4.6% | Reduced |
| Garrison Point Advisors, LLC | 5,405 | $467.0K | 0.33% | 00.0% | Unchanged |
| Washington Trust Co | 5,370 | $464.0K | 0.02% | +641+13.6% | Added |
| Hexagon Capital Partners LLC | 5,353 | $462.0K | 0.12% | +508+10.5% | Added |
| BOK Financial Private Wealth, Inc. | 5,326 | $460.0K | 0.03% | +1,330+33.3% | Added |
| Patron Partners Advisors, LLC | 5,319 | $459.0K | 0.31% | −884−14.3% | Reduced |
| Symphony Financial, Ltd. Co. | 5,527 | $459.0K | 0.11% | +914+19.8% | Added |
| Meristem Family Wealth, LLC | 5,305 | $458.0K | 0.05% | −393−6.9% | Reduced |
| Valley Brook Capital Group | 5,305 | $458.0K | 0.40% | +251+5.0% | Added |
| Trust Co of Toledo NA | 5,251 | $454.0K | 0.07% | −52−1.0% | Reduced |
| Institutional & Family Asset Management, LLC | 5,241 | $453.0K | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,230 | $452.0K | 0.00% | −614−10.5% | Reduced |
| Whittier Trust Co | 5,209 | $450.0K | 0.01% | +296+6.0% | Added |
| Integrated Advisors Network LLC | 5,208 | $450.0K | 0.03% | +551+11.8% | Added |
| Brandywine Oak Private Wealth LLC | 5,189 | $448.0K | 0.05% | −94−1.8% | Reduced |
| Verity Asset Management, Inc. | 5,163 | $447.0K | 0.28% | +1,144+28.5% | Added |
| Inlet Private Wealth, LLC | 5,127 | $443.0K | 0.11% | +101+2.0% | Added |
| Allstate Corp | 5,102 | $441.0K | 0.01% | −230−4.3% | Reduced |
| EP Wealth Advisors, LLC | 5,077 | $439.0K | 0.01% | −942−15.7% | Reduced |
| Hanson & Doremus Investment Management | 5,080 | $439.0K | 0.09% | −117−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,076 | $439.0K | 0.02% | 00.0% | Unchanged |