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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 27,899 | $2.29M | 0.66% | +15,925+133.0% | Added |
| Silvercrest Asset Management Group LLC | 28,103 | $2.30M | 0.02% | −64−0.2% | Reduced |
| Mount Lucas Management LP | 28,253 | $2.32M | 0.78% | +28,253 | New |
| Pinkerton Retirement Specialists, LLC | 28,452 | $2.33M | 0.71% | −4,957−14.8% | Reduced |
| Intech Investment Management LLC | 28,483 | $2.33M | 0.01% | +28,483 | New |
| Parsons Capital Management Inc | 28,566 | $2.34M | 0.21% | −442−1.5% | Reduced |
| Brinker Capital Investments, LLC | 28,597 | $2.35M | 0.04% | −1,670−5.5% | Reduced |
| Central Trust Co | 28,773 | $2.36M | 0.08% | +22+0.1% | Added |
| Johnson Investment Counsel Inc | 28,786 | $2.36M | 0.03% | +2,038+7.6% | Added |
| Leonteq Securities AG | 28,876 | $2.37M | 0.11% | +5,538+23.7% | Added |
| Scissortail Wealth Management, LLC | 32,694 | $2.37M | 0.91% | −15,961−32.8% | Reduced |
| Metropolitan Life Insurance Co | 28,976 | $2.38M | 0.10% | +104+0.4% | Added |
| Icon Advisers Inc | 29,000 | $2.38M | 0.55% | 00.0% | Unchanged |
| Davenport & Co LLC | 29,183 | $2.39M | 0.02% | +53+0.2% | Added |
| Fundamentun, LLC | 29,498 | $2.42M | 0.46% | −168−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 29,534 | $2.42M | 1.34% | −3,420−10.4% | Reduced |
| Bessemer Group Inc | 29,566 | $2.42M | 0.01% | +9,136+44.7% | Added |
| Caption Management, LLC | 29,900 | $2.45M | 0.22% | +29,900 | New |
| Gotham Asset Management, LLC | 30,141 | $2.47M | 0.08% | −3,216−9.6% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,312 | $2.48M | 0.84% | −40−0.1% | Reduced |
| Marathon Capital Management | 30,671 | $2.52M | 0.81% | −964−3.0% | Reduced |
| Profund Advisors LLC | 30,988 | $2.54M | 0.16% | −1,548−4.8% | Reduced |
| Veritable, L.P. | 31,098 | $2.55M | 0.05% | −12,229−28.2% | Reduced |
| Segall Bryant & Hamill, LLC | 31,242 | $2.56M | 0.03% | −2,104−6.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 31,318 | $2.57M | 2.47% | +801+2.6% | Added |
| Wealth Advisory Solutions, LLC | 31,470 | $2.58M | 0.63% | +747+2.4% | Added |
| Martin Capital Partners, LLC | 31,719 | $2.60M | 1.23% | +31,719 | New |
| Louisiana State Employees Retirement System | 30,500 | $2.60M | 0.07% | +1,000+3.4% | Added |
| PDT Partners, LLC | 31,800 | $2.61M | 0.23% | −10,156−24.2% | Reduced |
| Balentine LLC | 31,977 | $2.62M | 0.10% | +14,187+79.7% | Added |
| Leavell Investment Management, Inc. | 32,082 | $2.63M | 0.20% | +1,826+6.0% | Added |
| Chelsea Counsel Co | 20,990 | $2.63M | 1.35% | +14,186+208.5% | Added |
| Prime Capital Investment Advisors, LLC | 32,453 | $2.66M | 0.16% | +32,453 | New |
| Tweedy, Browne Co LLC | 32,493 | $2.66M | 0.11% | −1,354−4.0% | Reduced |
| Canal Insurance CO | 32,500 | $2.67M | 0.78% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.67M | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 32,842 | $2.69M | 0.25% | +1,951+6.3% | Added |
| Northeast Financial Consultants Inc | 33,200 | $2.72M | 0.19% | −8,104−19.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 33,236 | $2.73M | 0.01% | +33,236 | New |
| Demars Financial Group, LLC | 33,476 | $2.75M | 1.56% | +4,058+13.8% | Added |
| CIBC World Markets Corp | 33,586 | $2.75M | 0.03% | +5,137+18.1% | Added |
| Daiwa Securities Group Inc. | 33,923 | $2.78M | 0.02% | +3,463+11.4% | Added |
| Heritage Trust Co | 34,021 | $2.79M | 0.46% | −838−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,453 | $2.83M | 0.05% | +5,750+20.0% | Added |
| Candriam Luxembourg S.C.A. | 34,510 | $2.83M | 0.02% | −6,143−15.1% | Reduced |
| McDonald Partners LLC | 34,769 | $2.85M | 0.73% | −1,122−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,789 | $2.85M | 0.37% | +1,173+3.5% | Added |
| Cipher Capital LP | 34,839 | $2.86M | 0.65% | +34,839 | New |
| NewSquare Capital LLC | 34,919 | $2.86M | 0.37% | +2,936+9.2% | Added |
| Pinnacle Associates Ltd | 35,066 | $2.88M | 0.06% | −3,352−8.7% | Reduced |
| Norinchukin Bank, The | 35,168 | $2.88M | 0.06% | −8,745−19.9% | Reduced |
| Alpha Omega Wealth Management LLC | 35,195 | $2.89M | 0.52% | −2,842−7.5% | Reduced |
| Private Advisor Group, LLC | 35,607 | $2.92M | 0.03% | +2,108+6.3% | Added |
| Gateway Investment Advisers LLC | 35,635 | $2.92M | 0.03% | +304+0.9% | Added |
| Inscription Capital, LLC | 35,673 | $2.92M | 0.53% | +24,473+218.5% | Added |
| Kentucky Retirement Systems | 35,707 | $2.93M | 0.12% | +5,886+19.7% | Added |
| Oppenheimer & Co Inc | 36,167 | $2.96M | 0.06% | −1,698−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 36,377 | $2.98M | 0.13% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 36,806 | $3.02M | 0.02% | +18,417+100.2% | Added |
| Federated Hermes, Inc. | 36,974 | $3.03M | 0.01% | +13,531+57.7% | Added |
| Maryland State Retirement & Pension System | 37,049 | $3.04M | 0.10% | +1,397+3.9% | Added |
| Shorepoint Capital Partners LLC | 37,424 | $3.07M | 1.30% | −276−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 37,575 | $3.08M | 0.15% | +248+0.7% | Added |
| Oregon Public Employees Retirement Fund | 37,718 | $3.09M | 0.05% | +155+0.4% | Added |
| Elo Mutual Pension Insurance Co | 37,842 | $3.10M | 0.10% | +128+0.3% | Added |
| Regentatlantic Capital LLC | 38,415 | $3.15M | 0.10% | +1,030+2.8% | Added |
| Colonial Trust Advisors | 38,463 | $3.15M | 0.44% | +629+1.7% | Added |
| First American Bank | 38,526 | $3.16M | 0.32% | +2,476+6.9% | Added |
| Alta Capital Management LLC | 38,646 | $3.17M | 0.23% | −1,944−4.8% | Reduced |
| Securian Asset Management, Inc | 38,977 | $3.20M | 0.08% | +870+2.3% | Added |
| Jefferies Group LLC | 39,383 | $3.23M | 0.09% | +39,383 | New |
| Prospera Financial Services Inc | 39,526 | $3.24M | 0.17% | +23,925+153.4% | Added |
| Regency Capital Management Inc. | 39,835 | $3.27M | 3.51% | +7,332+22.6% | Added |
| Pearl River Capital, LLC | 40,088 | $3.29M | 0.77% | +29,006+261.7% | Added |
| Chatham Capital Group, Inc. | 40,108 | $3.29M | 0.74% | 00.0% | Unchanged |
| FIL Ltd | 40,184 | $3.29M | 0.00% | +18,933+89.1% | Added |
| Simplex Trading, LLC | 40,623 | $3.33M | 0.11% | +40,623 | New |
| WBI Investments | 41,051 | $3.37M | 0.73% | +30,026+272.3% | Added |
| Salem Investment Counselors Inc | 41,089 | $3.37M | 0.15% | +20,739+101.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 41,344 | $3.39M | 1.17% | −460−1.1% | Reduced |
| Stolper Co | 41,435 | $3.40M | 1.59% | +121+0.3% | Added |
| First National Bank of Omaha | 41,576 | $3.41M | 0.21% | −981−2.3% | Reduced |
| Texas Yale Capital Corp. | 41,908 | $3.44M | 0.22% | +265+0.6% | Added |
| Strategic Global Advisors, LLC | 42,017 | $3.44M | 0.53% | +5,348+14.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 42,036 | $3.45M | 2.26% | −14,461−25.6% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $3.45M | 1.50% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 42,152 | $3.46M | 0.05% | +42,152 | New |
| HM Payson & Co | 42,371 | $3.47M | 0.09% | +1,092+2.6% | Added |
| Cetera Advisor Networks LLC | 42,563 | $3.49M | 0.04% | +3,077+7.8% | Added |
| CIBC World Markets Inc. | 42,656 | $3.50M | 0.01% | +35,420+489.5% | Added |
| Level Four Advisory Services, LLC | 42,833 | $3.51M | 0.33% | −699−1.6% | Reduced |
| Wealthfront Advisers LLC | 42,862 | $3.51M | 0.02% | +40.0% | Added |
| Park Avenue Securities LLC | 42,984 | $3.52M | 0.07% | +3,629+9.2% | Added |
| Viking Fund Management LLC | 43,000 | $3.53M | 0.82% | −33,000−43.4% | Reduced |
| Stratos Wealth Advisors, LLC | 43,031 | $3.53M | 0.32% | −365−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 43,037 | $3.53M | 0.09% | +7,935+22.6% | Added |
| Westpac Banking Corp | 43,062 | $3.53M | 0.05% | +4,398+11.4% | Added |
| Adell Harriman & Carpenter Inc | 43,253 | $3.55M | 0.43% | +14,886+52.5% | Added |
| Brookstone Capital Management | 43,258 | $3.55M | 0.08% | +1,703+4.1% | Added |
| Venture Visionary Partners LLC | 43,372 | $3.56M | 0.27% | +2,757+6.8% | Added |