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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 29,785 | $3.58M | 0.12% | −26,518−47.1% | Reduced |
| Wolverine Trading, LLC | 42,395 | $3.59M | 0.11% | +36,983+683.4% | Added |
| Ancora Advisors, LLC | 43,847 | $3.60M | 0.10% | −4,504−9.3% | Reduced |
| Telos Capital Management, Inc. | 43,969 | $3.60M | 0.55% | +144+0.3% | Added |
| Ameritas Investment Partners, Inc. | 44,062 | $3.61M | 0.16% | −9,207−17.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,052 | $3.61M | 0.09% | +4,128+10.3% | Added |
| Schonfeld Strategic Advisors LLC | 44,176 | $3.62M | 0.04% | −515,282−92.1% | Reduced |
| USS Investment Management Ltd | 44,595 | $3.66M | 0.04% | −27,918−38.5% | Reduced |
| Atria Investments LLC | 44,868 | $3.68M | 0.08% | +8,992+25.1% | Added |
| Varma Mutual Pension Insurance Co | 45,056 | $3.69M | 0.06% | +9,408+26.4% | Added |
| Rodgers Brothers Inc. | 45,123 | $3.70M | 0.73% | −630−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 45,327 | $3.72M | 0.02% | −1,480−3.2% | Reduced |
| Providence Capital Advisors, LLC | 45,409 | $3.72M | 1.08% | +2,474+5.8% | Added |
| Brown Advisory Inc | 45,809 | $3.76M | 0.01% | −3,194−6.5% | Reduced |
| Disciplined Investments, LLC | 45,922 | $3.77M | 1.70% | −19,118−29.4% | Reduced |
| Hartford Investment Management Co | 46,073 | $3.78M | 0.12% | +1,916+4.3% | Added |
| Mirador Capital Partners LP | 46,215 | $3.79M | 0.89% | +225+0.5% | Added |
| Public Sector Pension Investment Board | 46,276 | $3.79M | 0.03% | −19,159−29.3% | Reduced |
| Beacon Financial Group | 44,703 | $3.84M | 0.57% | −378−0.8% | Reduced |
| Van Eck Associates Corp | 47,068 | $3.86M | 0.01% | +27,932+146.0% | Added |
| MUFG Americas Holdings Corp | 47,268 | $3.88M | 0.09% | +628+1.3% | Added |
| Man Group plc | – | $3.89M | 0.02% | – | – |
| Huntington National Bank | 47,888 | $3.93M | 0.04% | +159+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 48,100 | $3.94M | 0.06% | −5,500−10.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 48,292 | $3.96M | 0.08% | −110,463−69.6% | Reduced |
| Umb Bank N A | 49,114 | $4.03M | 0.06% | −700−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 49,224 | $4.04M | 0.06% | −710−1.4% | Reduced |
| Xponance, Inc. | 49,511 | $4.06M | 0.08% | +18,245+58.4% | Added |
| RBF Capital, LLC | 50,000 | $4.10M | 0.29% | 00.0% | Unchanged |
| Rothschild Investment Corp | 50,141 | $4.11M | 0.38% | +532+1.1% | Added |
| Meyer Handelman Co | 50,172 | $4.11M | 0.18% | −3,000−5.6% | Reduced |
| Hendley & Co Inc | 50,230 | $4.12M | 1.76% | −1,652−3.2% | Reduced |
| Virtu Financial LLC | 50,263 | $4.12M | 0.35% | +50,263 | New |
| Altrius Capital Management Inc | 50,696 | $4.16M | 1.35% | +50,696 | New |
| Mackenzie Financial Corp | 51,731 | $4.24M | 0.01% | +5,798+12.6% | Added |
| Scotia Capital Inc. | 51,884 | $4.25M | 0.03% | +43,678+532.3% | Added |
| Cerity Partners LLC | 52,171 | $4.26M | 0.05% | +18,512+55.0% | Added |
| GWM Advisors LLC | 52,095 | $4.27M | 0.07% | +6,481+14.2% | Added |
| L & S Advisors Inc | 52,262 | $4.29M | 0.72% | −33,595−39.1% | Reduced |
| SG Americas Securities, LLC | 52,554 | $4.31M | 0.06% | +25,132+91.6% | Added |
| Simmons Bank | 52,594 | $4.31M | 0.38% | +5,913+12.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 52,664 | $4.32M | 0.21% | +9,273+21.4% | Added |
| Kornitzer Capital Management Inc | 52,932 | $4.34M | 0.09% | −175−0.3% | Reduced |
| Nkcfo LLC | 53,200 | $4.36M | 1.54% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 53,541 | $4.38M | 2.46% | +44,416+486.8% | Added |
| Cary Street Partners Asset Management LLC | 53,517 | $4.39M | 1.03% | +1,016+1.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 53,784 | $4.41M | 1.00% | −2,839−5.0% | Reduced |
| Nissay Asset Management Corp | 54,188 | $4.44M | 0.04% | +4,034+8.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 54,599 | $4.48M | 0.02% | +2,483+4.8% | Added |
| Berger Financial Group, Inc | 55,021 | $4.51M | 0.66% | +10.0% | Added |
| D L Carlson Investment Group Inc | 55,642 | $4.56M | 0.96% | −27,487−33.1% | Reduced |
| British Columbia Investment Management Corp | 55,727 | $4.57M | 0.04% | −18,390−24.8% | Reduced |
| Commerce Bank | 55,822 | $4.58M | 0.04% | +2,422+4.5% | Added |
| Sompo Asset Management Co., Ltd. | 55,915 | $4.58M | 1.16% | −9,450−14.5% | Reduced |
| Advisory Services Network, LLC | 56,401 | $4.63M | 0.16% | +13,888+32.7% | Added |
| Buckingham Capital Management, Inc. | 56,899 | $4.67M | 0.87% | +934+1.7% | Added |
| Vontobel Holding Ltd. | 55,358 | $4.68M | 0.05% | −94,364−63.0% | Reduced |
| Intact Investment Management Inc. | 57,100 | $4.68M | 0.15% | +12,400+27.7% | Added |
| Navellier & Associates Inc | 57,528 | $4.72M | 1.01% | +2,672+4.9% | Added |
| CIBC Private Wealth Group, LLC | 57,612 | $4.72M | 0.01% | −173−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 57,954 | $4.75M | 0.09% | +51,388+782.6% | Added |
| Beck Bode, LLC | 58,053 | $4.76M | 1.01% | +26,069+81.5% | Added |
| ARGI Investment Services, LLC | 58,163 | $4.77M | 0.16% | +5,529+10.5% | Added |
| Country Club Bank | 56,573 | $4.79M | 0.44% | −5,682−9.1% | Reduced |
| Alley Investment Management Company, LLC | 59,228 | $4.86M | 0.92% | +240+0.4% | Added |
| AE Wealth Management LLC | 59,526 | $4.88M | 0.04% | −8,674−12.7% | Reduced |
| CIBC Asset Management Inc | 59,905 | $4.91M | 0.02% | +12,025+25.1% | Added |
| Janus Henderson Group PLC | 60,121 | $4.93M | 0.00% | −28,501−32.2% | Reduced |
| Fifth Third Bancorp | 60,892 | $4.99M | 0.02% | −806−1.3% | Reduced |
| Montgomery Investment Management Inc | 61,152 | $5.01M | 2.03% | −700−1.1% | Reduced |
| Congress Wealth Management LLC | 61,372 | $5.03M | 0.13% | +203+0.3% | Added |
| Jump Financial, LLC | 62,004 | $5.08M | 0.22% | +42,378+215.9% | Added |
| Royal Fund Management, LLC | 62,093 | $5.09M | 0.85% | +1,055+1.7% | Added |
| AXA S.A. | 63,491 | $5.21M | 0.02% | −92,089−59.2% | Reduced |
| Texas Permanent School Fund | 63,546 | $5.21M | 0.08% | +2,861+4.7% | Added |
| Sequoia Financial Advisors, LLC | 65,211 | $5.35M | 0.15% | +14,019+27.4% | Added |
| Kestra Advisory Services, LLC | 65,318 | $5.36M | 0.06% | +13,317+25.6% | Added |
| Mutual of America Capital Management LLC | 65,576 | $5.38M | 0.07% | +3,139+5.0% | Added |
| DT Investment Partners, LLC | 65,932 | $5.41M | 0.80% | −540−0.8% | Reduced |
| Foundation Resource Management Inc | 66,853 | $5.48M | 0.98% | −50−0.1% | Reduced |
| Geneos Wealth Management Inc. | 65,378 | $5.51M | 0.27% | +4,122+6.7% | Added |
| ExodusPoint Capital Management, LP | 68,319 | $5.60M | 0.08% | −16,728−19.7% | Reduced |
| Kestra Private Wealth Services, LLC | 68,739 | $5.64M | 0.32% | +44,776+186.9% | Added |
| Visionary Wealth Advisors | 69,465 | $5.70M | 0.51% | +5,595+8.8% | Added |
| FourThought Financial, LLC | 69,738 | $5.72M | 0.84% | +3,737+5.7% | Added |
| Schroder Investment Management Group | 67,794 | $5.73M | 0.01% | +24,937+58.2% | Added |
| Osborne Partners Capital Management, LLC | 70,172 | $5.75M | 0.44% | −52,365−42.7% | Reduced |
| United Services Automobile Association | 70,180 | $5.75M | 0.15% | +17,129+32.3% | Added |
| Bank of Nova Scotia | 71,049 | $5.83M | 0.01% | −13,159−15.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 71,407 | $5.86M | 0.26% | +28,410+66.1% | Added |
| Fractal Investments LLC | 71,505 | $5.86M | 1.93% | −11,115−13.5% | Reduced |
| RPG Investment Advisory, LLC | 71,543 | $5.87M | 1.19% | −580−0.8% | Reduced |
| Fort Point Capital Partners LLC | 71,609 | $5.87M | 1.05% | −100.0% | Reduced |
| D.A. Davidson & Co. | 73,099 | $5.99M | 0.08% | +622+0.9% | Added |
| Marco Investment Management LLC | 74,346 | $6.10M | 0.71% | −86−0.1% | Reduced |
| Bryn Mawr Trust Co | 74,670 | $6.12M | 0.28% | −366−0.5% | Reduced |
| Twin Tree Management, LP | 74,813 | $6.13M | 0.11% | +74,813 | New |
| Mount Yale Investment Advisors, LLC | 75,776 | $6.21M | 0.78% | −8,636−10.2% | Reduced |
| First American Trust, FSB | 78,113 | $6.41M | 1.01% | +78,113 | New |
| New York Life Investment Management LLC | 78,247 | $6.42M | 0.07% | +78,247 | New |