Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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, Q2 2022

Institutional positions in Phillips 66 as of Jun 30, 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: 1,445; +12 vs. Q1 2022
Shares held: 345.3M; +10.2M (+3.1%) vs. Q1 2022
Total value: $28.3B; −$591.4M (−2.0%) vs. Q1 2022
New holders: 128; 596 more added
Sold out: 116; 464 more reduced

18 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 1,445 institutions

Value heldQ2 2022: $28.3B

Institutions holding PSX and their total value by quarter
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, Q2 2022

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2022.

Institutions holding PSX in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
St. Johns Investment Management Company, LLC	1	$0	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	1	$0	0.00%	00.0%	Unchanged
Ellevest, Inc.	4	$0	0.00%	+4	New
Artemis Wealth Advisors, LLC	6	$0	0.00%	+6	New
Dark Forest Capital Management LP	3	$0	0.00%	+3	New
WestEnd Advisors, LLC	2	$163	0.00%	–	–
PFS Partners, LLC	2	$170	0.00%	00.0%	Unchanged
Exane Derivatives	10	$820	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	14	$1.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	7	$1.00K	0.00%	00.0%	Unchanged
Clear Perspectives Financial Planning, LLC	17	$1.00K	0.00%	00.0%	Unchanged
American National Bank	15	$1.00K	0.00%	+15	New
Sugarloaf Wealth Management, LLC	22	$2.00K	0.00%	+1+4.8%	Added
Aua Capital Management, LLC	28	$2.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	19	$2.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	27	$2.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	30	$2.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	28	$2.00K	0.00%	+28	New
Insight Inv LLC	19	$2.00K	0.00%	+19	New
Financial Synergies Wealth Advisors, Inc.	28	$2.30K	0.00%	−5,475−99.5%	Reduced
Lake Point Wealth Management	35	$3.00K	0.00%	−137−79.7%	Reduced
Cedar Mountain Advisors, LLC	42	$3.00K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	33	$3.00K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$3.00K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	33	$3.00K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	38	$3.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	38	$3.00K	0.00%	00.0%	Unchanged
Gould Capital, LLC	33	$3.00K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	54	$4.00K	0.00%	00.0%	Unchanged
FAI Wealth Management	55	$4.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	43	$4.00K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	46	$4.00K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	51	$4.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	51	$4.00K	0.00%	+50+5,000.0%	Added
Cypress Capital Management LLC (WY)	50	$4.00K	0.01%	+50	New
Bradley & Co. Private Wealth Management, LLC	44	$4.00K	0.00%	+44	New
Albion Financial Group	66	$5.00K	0.00%	−2,400−97.3%	Reduced
Exchange Traded Concepts, LLC	64	$5.00K	0.00%	−2,038−97.0%	Reduced
Delos Wealth Advisors, LLC	66	$5.00K	0.01%	00.0%	Unchanged
Ci Investments Inc.	59	$5.00K	0.00%	+5+9.3%	Added
Karlinski Andrew C	59	$5.00K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	60	$5.00K	0.00%	+60	New
Financial Perspectives, Inc	63	$5.17K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	69	$5.66K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	77	$6.00K	0.00%	−77−50.0%	Reduced
HighMark Wealth Management LLC	68	$6.00K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	74	$6.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	76	$6.23K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	80	$6.56K	0.00%	−93−53.8%	Reduced
Charter Oak Capital Management, LLC	80	$7.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	88	$7.00K	0.00%	+18+25.7%	Added
Castleview Partners, LLC	200	$7.28K	0.01%	+95+90.5%	Added
Level Financial Advisors, Inc.	101	$8.00K	0.01%	00.0%	Unchanged
Howe & Rusling Inc	103	$8.00K	0.00%	+9+9.6%	Added
Northern Oak Wealth Management Inc	93	$8.00K	0.00%	00.0%	Unchanged
West Branch Capital LLC	92	$8.00K	0.00%	00.0%	Unchanged
Operose Advisors LLC	96	$8.00K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	100	$8.00K	0.00%	+100	New
American State Bank (Iowa)	105	$8.61K	0.01%	00.0%	Unchanged
First Bank & Trust	114	$9.00K	0.00%	−22−16.2%	Reduced
Assetmark, Inc	111	$9.00K	0.00%	−20−15.3%	Reduced
Roble, Belko & Company, Inc	110	$9.00K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	113	$9.00K	0.01%	00.0%	Unchanged
Kenfarb & Co.	104	$9.00K	0.01%	00.0%	Unchanged
Core Alternative Capital	115	$9.00K	0.00%	+31+36.9%	Added
Tilia Fiduciary Partners, Inc.	115	$9.00K	0.01%	+46+66.7%	Added
Wagner Wealth Management, LLC	105	$9.00K	0.01%	+105	New
Truvestments Capital LLC	118	$10.0K	0.01%	+118	New
Bell Investment Advisors, Inc	119	$10.0K	0.00%	+119	New
Stephens Consulting, LLC	133	$10.9K	0.01%	00.0%	Unchanged
Baldwin Brothers Inc	138	$11.0K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	129	$11.0K	0.01%	00.0%	Unchanged
Founders Capital Management	139	$11.0K	0.01%	+139	New
Glen Eagle Advisors, LLC	145	$11.9K	0.00%	+68+88.3%	Added
Strategic Asset Management, LLC	141	$12.0K	0.02%	−99−41.3%	Reduced
Burleson & Company, LLC	150	$12.0K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	143	$12.0K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	147	$12.0K	0.01%	+22+17.6%	Added
New Millennium Group LLC	147	$12.0K	0.01%	+147	New
Global Wealth Management Investment Advisory, Inc.	157	$13.0K	0.00%	00.0%	Unchanged
Professional Financial Advisors, LLC	163	$13.0K	0.01%	+2+1.2%	Added
SOA Wealth Advisors, LLC.	159	$13.0K	0.00%	+1+0.6%	Added
Lagoda Investment Management, L.P.	170	$14.0K	0.01%	00.0%	Unchanged
Tacita Capital Inc	170	$14.0K	0.01%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	165	$14.0K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	171	$14.0K	0.00%	+38+28.6%	Added
Byrne Asset Management LLC	173	$14.0K	0.01%	+60+53.1%	Added
Silvant Capital Management LLC	186	$15.0K	0.00%	−11,187−98.4%	Reduced
Arrow Financial Corp	175	$15.0K	0.00%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	179	$15.0K	0.01%	00.0%	Unchanged
Hoey Investments, Inc	200	$16.0K	0.01%	00.0%	Unchanged
Wolff Wiese Magana LLC	199	$16.0K	0.01%	+15+8.2%	Added
Hallmark Capital Management Inc	200	$16.0K	0.00%	+200	New
Coston, McIsaac & Partners	200	$16.0K	0.01%	+200	New
WR Wealth Planners, LLC	200	$16.4K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	211	$17.0K	0.00%	−48−18.5%	Reduced
Earnest Partners LLC	211	$17.0K	0.00%	00.0%	Unchanged
Cornerstone Management, Inc.	210	$17.2K	0.00%	00.0%	Unchanged
Win Advisors, Inc	217	$18.0K	0.04%	−2,006−90.2%	Reduced