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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 17,568 | $1.44M | 0.11% | −4,086−18.9% | Reduced |
| Fernwood Investment Management, LLC | 17,880 | $1.47M | 0.63% | +100+0.6% | Added |
| Auxier Asset Management | 17,912 | $1.47M | 0.26% | −150−0.8% | Reduced |
| Citizens Business Bank | 17,955 | $1.47M | 0.21% | 00.0% | Unchanged |
| Financial Counselors Inc | 17,985 | $1.48M | 0.03% | +277+1.6% | Added |
| Intrust Bank NA | 18,066 | $1.48M | 0.21% | +164+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.50M | 0.24% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 18,340 | $1.50M | 0.07% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 18,352 | $1.50M | 0.29% | −1,000−5.2% | Reduced |
| Icon Wealth Partners, LLC | 18,431 | $1.51M | 0.18% | −48−0.3% | Reduced |
| Western Wealth Management, LLC | 18,425 | $1.51M | 0.09% | +2,990+19.4% | Added |
| JustInvest LLC | 18,584 | $1.52M | 0.07% | +6,429+52.9% | Added |
| CSS LLC | 18,712 | $1.53M | 0.07% | 00.0% | Unchanged |
| Burney Co | 18,878 | $1.55M | 0.08% | +603+3.3% | Added |
| Advisor Partners LLC | 18,895 | $1.55M | 0.11% | +1,859+10.9% | Added |
| Trustmark National Bank Trust Department | 19,133 | $1.57M | 0.14% | −7,253−27.5% | Reduced |
| Keystone Wealth Services, LLC | 19,118 | $1.57M | 0.70% | +50.0% | Added |
| Carret Asset Management, LLC | 19,240 | $1.58M | 0.22% | −400−2.0% | Reduced |
| Toroso Investments, LLC | 19,299 | $1.58M | 0.06% | +11,558+149.3% | Added |
| B. Riley Wealth Management, Inc. | 19,395 | $1.59M | 0.15% | +1,952+11.2% | Added |
| apricus wealth, LLC | 19,635 | $1.61M | 1.47% | −750−3.7% | Reduced |
| Mather Group, LLC. | 19,639 | $1.61M | 0.04% | +5,977+43.7% | Added |
| Cetera Advisors LLC | 19,741 | $1.62M | 0.04% | +1,362+7.4% | Added |
| Pinnacle Wealth Management, LLC | 19,817 | $1.63M | 2.28% | −4,115−17.2% | Reduced |
| Great Valley Advisor Group, Inc. | 19,983 | $1.64M | 0.09% | +6,367+46.8% | Added |
| Strategic Financial Services, Inc, | 20,310 | $1.67M | 0.14% | −948−4.5% | Reduced |
| Vident Investment Advisory, LLC | 20,431 | $1.68M | 0.05% | +3,924+23.8% | Added |
| Somerset Trust Co | 20,519 | $1.68M | 0.74% | +287+1.4% | Added |
| Cheviot Value Management, LLC | 20,562 | $1.69M | 0.42% | +249+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,530 | $1.69M | 0.03% | +2,192+12.0% | Added |
| First Nebraska Trust Co | 20,591 | $1.69M | 0.22% | −50−0.2% | Reduced |
| Cetera Investment Advisers | 20,748 | $1.70M | 0.03% | +3,726+21.9% | Added |
| Hartford Financial Management Inc. | 20,794 | $1.71M | 0.47% | +33+0.2% | Added |
| Koshinski Asset Management, Inc. | 20,863 | $1.71M | 0.17% | +70.0% | Added |
| Wedbush Securities Inc | 21,003 | $1.72M | 0.09% | −5,458−20.6% | Reduced |
| Hiddenite Capital Partners LP | 21,022 | $1.72M | 2.44% | +21,022 | New |
| Cardinal Capital Management | 21,094 | $1.73M | 0.40% | +474+2.3% | Added |
| Neville Rodie & Shaw Inc | 21,172 | $1.74M | 0.16% | −200−0.9% | Reduced |
| Wilen Investment Management Corp. | 21,416 | $1.75M | 1.52% | −300−1.4% | Reduced |
| Patten & Patten Inc | 21,282 | $1.75M | 0.15% | +4,005+23.2% | Added |
| Aquatic Capital Management LLC | 21,300 | $1.75M | 0.57% | +19,600+1,152.9% | Added |
| Hodges Capital Management Inc. | 21,384 | $1.75M | 0.18% | +4,152+24.1% | Added |
| Miracle Mile Advisors, LLC | 21,431 | $1.76M | 0.08% | +484+2.3% | Added |
| Bailard, Inc. | 21,664 | $1.78M | 0.07% | +5,629+35.1% | Added |
| LexAurum Advisors, LLC | 21,859 | $1.79M | 0.67% | −6,500−22.9% | Reduced |
| Teamwork Financial Advisors, LLC | 22,054 | $1.81M | 0.39% | −19,217−46.6% | Reduced |
| City Holding Co | 22,080 | $1.81M | 0.34% | −430−1.9% | Reduced |
| Corient Capital Partners, LLC | 22,206 | $1.82M | 0.14% | −288−1.3% | Reduced |
| Paloma Partners Management Co | 22,343 | $1.83M | 0.18% | −35,275−61.2% | Reduced |
| TownSquare Capital, LLC | 22,495 | $1.84M | 0.05% | +650+3.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,541 | $1.85M | 1.72% | +1,432+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,554 | $1.85M | 0.04% | +888+4.1% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 22,634 | $1.86M | 1.45% | +2,327+11.5% | Added |
| Meeder Asset Management Inc | 22,767 | $1.87M | 0.11% | +6,089+36.5% | Added |
| Arkadios Wealth Advisors | 22,811 | $1.87M | 0.28% | +3,451+17.8% | Added |
| MAI Capital Management | 22,830 | $1.87M | 0.04% | +1,165+5.4% | Added |
| NorthCrest Asset Manangement, LLC | 23,164 | $1.90M | 0.10% | +23,164 | New |
| Green Square Capital Advisors LLC | 23,239 | $1.91M | 0.35% | +376+1.6% | Added |
| TD Private Client Wealth LLC | 23,315 | $1.91M | 0.09% | +113+0.5% | Added |
| Winton Group Ltd | 23,328 | $1.91M | 0.10% | −8,126−25.8% | Reduced |
| Stratos Wealth Partners, LTD. | 23,726 | $1.95M | 0.05% | +1,925+8.8% | Added |
| Gladstone Institutional Advisory LLC | 23,901 | $1.96M | 0.16% | −1,102−4.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 24,113 | $1.98M | 0.39% | −260,711−91.5% | Reduced |
| Prudential PLC | 24,159 | $1.98M | 0.04% | −1,223−4.8% | Reduced |
| Argyle Capital Management Inc. | 24,269 | $1.99M | 0.71% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 24,360 | $2.00M | 0.07% | −532−2.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,357 | $2.00M | 1.22% | −114−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,362 | $2.00M | 0.04% | +1,064+4.6% | Added |
| Thompson Siegel & Walmsley LLC | 24,399 | $2.00M | 0.03% | −7,973−24.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,513 | $2.01M | 0.52% | +6,399+35.3% | Added |
| Thrivent Financial for Lutherans | 24,790 | $2.03M | 0.01% | +4,216+20.5% | Added |
| SevenBridge Financial Group, LLC | 24,814 | $2.03M | 0.82% | −576−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 24,883 | $2.04M | 0.04% | −5,242−17.4% | Reduced |
| Exencial Wealth Advisors, LLC | 24,906 | $2.04M | 0.12% | −563−2.2% | Reduced |
| German American Bancorp, Inc. | 24,956 | $2.05M | 0.34% | −767−3.0% | Reduced |
| Regions Financial Corp | 25,045 | $2.05M | 0.02% | −442−1.7% | Reduced |
| Baxter Bros Inc | 25,243 | $2.07M | 0.37% | +3,167+14.3% | Added |
| TCG Advisory Services, LLC | 25,282 | $2.07M | 0.65% | +25,282 | New |
| Garrison Asset Management, LLC | 25,703 | $2.11M | 1.41% | −198−0.8% | Reduced |
| New Mexico Educational Retirement Board | 25,928 | $2.13M | 0.10% | −1,300−4.8% | Reduced |
| River Wealth Advisors LLC | 26,115 | $2.14M | 0.39% | +2,096+8.7% | Added |
| Tower Research Capital LLC (TRC) | 26,382 | $2.16M | 0.05% | −44,441−62.7% | Reduced |
| Mattern Wealth Management LLC | 26,403 | $2.17M | 0.85% | +870+3.4% | Added |
| Prelude Capital Management, LLC | 26,445 | $2.17M | 0.11% | +13,997+112.4% | Added |
| Balyasny Asset Management LLC | 26,591 | $2.18M | 0.01% | −329,044−92.5% | Reduced |
| SWS Partners | 26,598 | $2.18M | 1.84% | −3,063−10.3% | Reduced |
| Principle Wealth Partners LLC | 26,646 | $2.19M | 0.26% | +241+0.9% | Added |
| Jackson Square Capital, LLC | 26,682 | $2.19M | 0.92% | +26,682 | New |
| Stock Yards Bank & Trust Co | 26,973 | $2.21M | 0.09% | +15,648+138.2% | Added |
| Ziegler Capital Management, LLC | 27,050 | $2.22M | 0.09% | −206−0.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 27,072 | $2.22M | 0.26% | +523+2.0% | Added |
| Prio Wealth Limited Partnership | 27,153 | $2.23M | 0.09% | −266−1.0% | Reduced |
| FDx Advisors, Inc. | 27,185 | $2.23M | 0.08% | −2,051−7.0% | Reduced |
| Becker Capital Management Inc | 27,183 | $2.23M | 0.11% | −1,736−6.0% | Reduced |
| Shelton Capital Management | 27,196 | $2.23M | 0.10% | +340+1.3% | Added |
| Dynamic Technology Lab Private Ltd | 27,228 | $2.23M | 0.25% | +27,228 | New |
| CFM Wealth Partners LLC | 27,347 | $2.24M | 0.67% | −371−1.3% | Reduced |
| Unison Advisors LLC | 27,339 | $2.24M | 0.58% | +289+1.1% | Added |
| Verition Fund Management LLC | 27,716 | $2.27M | 0.05% | +13,396+93.5% | Added |
| Resources Investment Advisors, LLC. | 27,897 | $2.29M | 0.10% | −218−0.8% | Reduced |