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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).

Q2 2022 vs. Q1 2022

How the institutions holding Phillips 66 changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of PSX: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders1,451181,445+12
Shares337.6M2.50M345.3M+10.2M (+3.1%)
Value$29.1B$215.0M$28.3B−$591.4M (−2.0%)

18 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (128)

Institutions that held Phillips 66 at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 128 by value.

Institutions new to PSX in Q2 2022
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC325,939$26.7M0.14%
Premier Fund Managers Ltd144,000$12.2M0.54%
Advisors Asset Management, Inc.113,657$9.32M0.17%
Arosa Capital Management LP110,000$9.02M3.98%
Greystone Financial Group, LLC98,632$8.09M2.52%
Walleye Trading LLC98,315$8.06M0.19%
Foundry Partners, LLC85,390$7.00M0.42%
StoneX Group Inc.80,940$6.64M0.81%
Picton Mahoney Asset Management79,680$6.53M0.27%
New York Life Investment Management LLC78,247$6.42M0.07%
First American Trust, FSB78,113$6.41M1.01%
Twin Tree Management, LP74,813$6.13M0.11%
Altrius Capital Management Inc50,696$4.16M1.35%
Virtu Financial LLC50,263$4.12M0.35%
Alaska Permanent Fund Corp42,152$3.46M0.05%
Simplex Trading, LLC40,623$3.33M0.11%
Jefferies Group LLC39,383$3.23M0.09%
Cipher Capital LP34,839$2.86M0.65%
Parallax Volatility Advisers, L.P.33,236$2.73M0.01%
Prime Capital Investment Advisors, LLC32,453$2.66M0.16%
Martin Capital Partners, LLC31,719$2.60M1.23%
Caption Management, LLC29,900$2.45M0.22%
Intech Investment Management LLC28,483$2.33M0.01%
Mount Lucas Management LP28,253$2.32M0.78%
Dynamic Technology Lab Private Ltd27,228$2.23M0.25%
Jackson Square Capital, LLC26,682$2.19M0.92%
TCG Advisory Services, LLC25,282$2.07M0.65%
NorthCrest Asset Manangement, LLC23,164$1.90M0.10%
Hiddenite Capital Partners LP21,022$1.72M2.44%
Bridgewater Associates, LP17,164$1.41M0.01%
Azzad Asset Management Inc18,029$1.38M0.14%
Cunning Capital Partners, LP15,800$1.29M1.00%
HAP Trading, LLC15,216$1.25M0.16%
Gsa Capital Partners LLP14,919$1.22M0.18%
Seven Eight Capital, LP12,511$1.03M0.41%
Fortem Financial Group, LLC10,315$846.0K0.55%
USA Financial Portformulas Corp9,504$779.0K0.97%
Banco BTG Pactual S.A.8,362$686.0K0.44%
Dana Investment Advisors, Inc.8,263$677.0K0.03%
Advisor OS, LLC7,781$638.0K0.19%
Erste Asset Management GmbH7,500$634.4K0.01%
Northwest & Ethical Investments L.P.7,584$621.8K0.02%
Caxton Associates LP6,967$571.0K0.07%
Hunter Associates Investment Management LLC6,767$550.0K0.14%
Teza Capital Management LLC6,475$531.0K0.20%
Maven Securities LTD6,059$497.0K0.09%
Aspen Investment Management Inc5,818$477.0K0.30%
Waddell & Associates, LLC5,740$471.0K0.10%
Redhawk Wealth Advisors, Inc.5,701$467.0K0.21%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH5,667$465.0K0.03%
Zacks Investment Management5,665$464.0K0.01%
Connectus Wealth, LLC5,275$432.0K0.01%
Moody National Bank Trust Division5,108$419.0K0.04%
Lingohr & Partner Asset Management GmbH4,700$418.0K1.11%
Petrus Trust Company, LTA4,888$401.0K0.06%
HighPoint Advisor Group LLC4,916$391.0K0.04%
OneAscent Wealth Management LLC4,752$390.0K0.20%
Equitable Trust Co4,735$388.0K0.03%
Salient Capital Advisors, LLC4,693$385.0K0.02%
Tradewinds, LLC.4,617$379.0K0.26%
Legacy Financial Advisors, Inc.4,606$378.0K0.09%
Pathstone Family Office, LLC4,607$377.8K0.01%
OneAscent Financial Services LLC4,603$377.0K0.17%
WealthBridge Capital Management, LLC4,388$360.0K0.15%
WCG Wealth Advisors LLC4,301$353.0K0.05%
Naviter Wealth, LLC4,296$352.0K0.14%
Blackston Financial Advisory Group, LLC3,812$314.0K0.21%
Montchanin Asset Management, LLC3,830$314.0K0.43%
Ern LLC3,750$307.0K0.34%
Ronald Blue Trust, Inc.3,402$294.0K0.00%
Montecito Bank & Trust3,555$291.0K0.07%
Cookson Peirce & Co Inc3,532$290.0K0.02%
Telemetry Investments, L.L.C.3,478$285.0K0.43%
First National Advisers, LLC3,403$279.0K0.58%
Independent Solutions Wealth Management, LLC3,309$271.3K0.08%
Paragon Capital Management Ltd3,251$267.0K0.07%
Advisor Resource Council3,201$262.0K0.02%
Foundations Investment Advisors, LLC3,241$258.0K0.01%
Tanager Wealth Management LLP3,087$253.0K0.21%
International Assets Investment Management, LLC3,078$252.0K0.05%
SFMG, LLC2,966$243.0K0.03%
Natixis Investment Managers International2,922$239.0K0.00%
CWA Asset Management Group, LLC2,906$238.0K0.02%
Quantinno Capital Management LP2,896$237.0K0.03%
Stamos Capital Partners, L.P.2,880$236.0K0.07%
Aries Wealth Management2,868$235.0K0.11%
MJP Associates Inc2,834$232.0K0.07%
Lake Street Financial LLC2,762$226.0K0.05%
Everhart Financial Group, Inc.2,676$219.0K0.13%
Verus Capital Partners, LLC2,603$212.0K0.04%
MONECO Advisors, LLC2,571$211.0K0.08%
Minot Wealth Management LLC2,560$210.0K0.05%
Harbour Investments, Inc.2,508$206.0K0.01%
Susquehanna International Group Ltd.2,515$206.0K0.05%
KLCM Advisors, Inc.2,491$204.0K0.05%
Pinnacle Family Advisors, LLC2,472$203.0K0.17%
Alan B. Lancz & Associates, Inc.1,996$178.0K0.18%
Lazard Asset Management LLC1,920$157.0K0.00%
Eagle Bay Advisors LLC1,837$150.6K0.09%
Wellington Shields & Co., LLC1,832$150.0K0.04%

Sold out (116)

Institutions that held Phillips 66 at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 116 by value.

Institutions that sold out of PSX in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
First Reserve GP XIII Ltd2,145,678$185.4M
Point72 Asset Management, L.P.1,273,646$110.0M
Alyeska Investment Group, L.P.362,436$31.3M
J. Goldman & Co LP307,624$26.6M
SIR Capital Management, L.P.237,273$20.5M
Squarepoint Ops LLC224,624$19.4M
Blackstone Group Inc.191,378$16.5M
Mn Services Vermogensbeheer B.V.144,629$12.5M
Twinbeech Capital LP136,816$11.8M
Capstone Investment Advisors, LLC112,693$9.74M
Caas Capital Management LP89,967$7.77M
Thomist Capital Management, LP80,000$6.91M
Adams Asset Advisors, LLC71,195$6.15M
Mackay Shields LLC67,250$5.81M
Fiera Capital Corp39,124$3.38M
Econ Financial Services Corp34,697$3.00M
HRT Financial LP30,349$2.62M
Poehling Capital Management, LLC26,507$2.29M
Taika Capital, LP25,100$2.17M
Concentric Capital Strategies, LP23,500$2.03M
Omers Administration Corp22,800$1.97M
Quantitative Investment Management, LLC21,708$1.88M
XML Financial, LLC20,658$1.78M
David J Yvars Group20,147$1.74M
Pinz Capital Management, LP18,000$1.55M
Corton Capital Inc.17,637$1.52M
Laird Norton Trust Company, LLC15,287$1.32M
Delphia (USA) Inc.12,634$1.09M
Two Sigma Securities, LLC12,102$1.04M
Hoylecohen, LLC11,997$1.04M
Bayesian Capital Management, LP11,000$950.0K
Anson Funds Management LP10,000$864.0K
IBM Retirement Fund7,449$644.0K
XTX Topco Ltd7,421$641.0K
San Luis Wealth Advisors LLC7,937$575.0K
Quantamental Technologies LLC6,227$538.0K
Sandia Investment Management LP5,600$484.0K
Arrow Investment Advisors, LLC5,462$472.0K
Perpetual Investment Management Ltd4,805$415.0K
Mirabella Financial Services LLP4,794$414.0K
Boothbay Fund Management, LLC4,669$403.0K
Compton Capital Management Inc4,625$400.0K
Strategy Asset Managers LLC4,466$386.0K
Aaron Wealth Advisors31,445$364.0K
Bank Hapoalim BM3,851$333.0K
Relative Value Partners Group, LLC3,399$294.0K
Yorktown Management & Research Co Inc3,226$279.0K
APCM Wealth Management for Individuals3,167$274.0K
InTrack Investment Management Inc3,161$273.0K
Aigen Investment Management, LP3,009$260.0K
Oak Thistle LLC3,015$260.0K
Asset Management Corp2,898$250.0K
Apriem Advisors2,800$242.0K
SCP Investment, LP2,800$242.0K
Donaldson Capital Management, LLC2,725$235.0K
First City Capital Management, Inc.2,703$234.0K
American Trust Investment Advisors, LLC2,590$224.0K
Burke & Herbert Bank & Trust Co2,572$222.0K
Crawford Investment Counsel Inc2,556$221.0K
First Foundation Advisors2,544$220.0K
Liberty Wealth Management LLC2,539$219.0K
Deroy & Devereaux Private Investment Counsel Inc2,500$216.0K
Gyon Technologies Capital Management, LP2,491$215.0K
M Holdings Securities, Inc.2,467$213.0K
Tranquility Partners, LLC2,466$213.0K
Perigon Wealth Management, LLC2,455$212.0K
Measured Wealth Private Client Group, LLC2,452$212.0K
B&D White Capital Company, LLC2,432$210.0K
Canal Capital Management, LLC2,403$208.0K
North Star Asset Management Inc2,401$207.0K
Ipswich Investment Management Co., Inc.2,400$207.0K
W.G. Shaheen & Associates DBA Whitney & Co2,400$207.0K
Point72 Europe (London) LLP2,400$207.0K
Coastal Investment Advisors, Inc.2,398$207.0K
Personal Capital Advisors Corp2,388$206.0K
Greenwood Gearhart Inc2,370$205.0K
Marietta Investment Partners LLC2,360$204.0K
Saxon Interests, Inc.2,363$204.0K
Angeles Wealth Management, LLC2,358$204.0K
Hurlow Wealth Management Group, Inc.2,335$202.0K
Chiron Capital Management, LLC2,333$202.0K
Precision Wealth Strategies, LLC2,335$202.0K
Folger Nolan Fleming Douglas Capital Management, Inc2,325$201.0K
Wade G W & Inc2,315$200.0K
Covenant Asset Management, LLC2,310$200.0K
Tarbox Family Office, Inc.2,191$189.0K
Shufro Rose & Co LLC2,150$186.0K
Close Asset Management Ltd2,356$171.0K
Sandy Cove Advisors, LLC1,546$134.0K
Asset Dedication, LLC1,397$120.0K
Freedman Financial Associates, Inc.1,286$111.0K
Bedel Financial Consulting, Inc.1,249$108.0K
Gemmer Asset Management LLC989$85.0K
TCWP LLC825$71.0K
Herold Advisors, Inc.800$69.1K
AIA Group Ltd656$57.0K
AGF Investments LLC498$43.0K
Future Financial Wealth Managment LLC466$40.0K
Godsey & Gibb Associates450$39.0K
Klaas Financial Asset Advisors, LLC392$34.0K

Not filed for Q2 2022 yet (18)

Institutions that held Phillips 66 at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.