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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 79,565 | $6.52M | 0.47% | +2,152+2.8% | Added |
| Opus Investment Management Inc | 79,689 | $6.53M | 1.41% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 79,680 | $6.53M | 0.27% | +79,680 | New |
| Pacific Heights Asset Management LLC | 80,000 | $6.56M | 0.67% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 80,404 | $6.59M | 0.04% | −16,143−16.7% | Reduced |
| Wintrust Investments LLC | 80,630 | $6.61M | 0.79% | +593+0.7% | Added |
| Gulf International Bank (UK) Ltd | 78,418 | $6.63M | 0.12% | +165+0.2% | Added |
| StoneX Group Inc. | 80,940 | $6.64M | 0.81% | +80,940 | New |
| IFM Investors Pty Ltd | 81,192 | $6.66M | 0.12% | +15,093+22.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,469 | $6.76M | 0.07% | +7,551+10.1% | Added |
| Comerica Bank | 81,392 | $6.95M | 0.06% | +3,815+4.9% | Added |
| Foundry Partners, LLC | 85,390 | $7.00M | 0.42% | +85,390 | New |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $7.03M | 0.11% | −8,434−9.0% | Reduced |
| Utah Retirement Systems | 85,767 | $7.03M | 0.11% | +2,500+3.0% | Added |
| Gyroscope Capital Management Group, LLC | 87,910 | $7.21M | 2.49% | −7,497−7.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 88,896 | $7.29M | 2.22% | +2,711+3.1% | Added |
| Mattern Capital Management, LLC | 89,961 | $7.38M | 1.46% | −5,889−6.1% | Reduced |
| ING Groep NV | 90,533 | $7.42M | 0.09% | −65,395−41.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,098 | $7.47M | 0.02% | +27,285+42.8% | Added |
| Raymond James Trust N.A. | 91,328 | $7.49M | 0.27% | −217−0.2% | Reduced |
| Heritage Investors Management Corp | 91,847 | $7.53M | 0.35% | −3,305−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 92,392 | $7.57M | 0.01% | −27,864−23.2% | Reduced |
| Atlantic Union Bankshares Corp | 93,991 | $7.71M | 0.79% | +3,879+4.3% | Added |
| Bollard Group LLC | 94,024 | $7.71M | 0.31% | −6,297−6.3% | Reduced |
| Yousif Capital Management, LLC | 96,584 | $7.92M | 0.10% | −2,900−2.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 96,641 | $7.92M | 0.61% | +5,199+5.7% | Added |
| Macquarie Group Ltd | 98,005 | $8.04M | 0.01% | −9,123−8.5% | Reduced |
| Walleye Trading LLC | 98,315 | $8.06M | 0.19% | +98,315 | New |
| Greystone Financial Group, LLC | 98,632 | $8.09M | 2.52% | +98,632 | New |
| Great Lakes Advisors, LLC | 99,562 | $8.16M | 0.16% | −3,341−3.2% | Reduced |
| Richard C. Young & CO., LTD. | 99,800 | $8.18M | 1.06% | +2,085+2.1% | Added |
| Yaupon Capital Management LP | 100,000 | $8.20M | 2.88% | +71,829+255.0% | Added |
| Acadian Asset Management LLC | 101,212 | $8.30M | 0.04% | +55,678+122.3% | Added |
| Wesbanco Bank Inc | 102,403 | $8.40M | 0.37% | −334−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 102,915 | $8.44M | 0.20% | +51,926+101.8% | Added |
| Calamos Advisors LLC | 103,875 | $8.52M | 0.04% | +2,797+2.8% | Added |
| Skba Capital Management LLC | 104,710 | $8.59M | 1.72% | +9,850+10.4% | Added |
| Adams Natural Resources Fund, Inc. | 106,675 | $8.75M | 1.60% | +6,100+6.1% | Added |
| Mercer Global Advisors Inc | 106,710 | $8.75M | 0.05% | −1,006−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 107,015 | $8.77M | 0.27% | +67,196+168.8% | Added |
| Arosa Capital Management LP | 110,000 | $9.02M | 3.98% | +110,000 | New |
| Lawson Kroeker Investment Management Inc | 112,534 | $9.23M | 3.11% | −850−0.7% | Reduced |
| Guggenheim Capital LLC | 113,587 | $9.31M | 0.07% | −43,610−27.7% | Reduced |
| Advisors Asset Management, Inc. | 113,657 | $9.32M | 0.17% | +113,657 | New |
| Cinctive Capital Management LP | 114,133 | $9.36M | 0.43% | −462,182−80.2% | Reduced |
| Wallington Asset Management, LLC | 115,160 | $9.44M | 1.92% | +2,650+2.4% | Added |
| Bridgecreek Investment Management, LLC | 115,440 | $9.46M | 1.96% | −100−0.1% | Reduced |
| CCM Investment Advisers LLC | 116,655 | $9.56M | 1.54% | +1,057+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 117,230 | $9.61M | 0.02% | +55,484+89.9% | Added |
| Teacher Retirement System of Texas | 118,092 | $9.68M | 0.07% | −9,227−7.2% | Reduced |
| Oppenheimer Asset Management Inc. | 118,974 | $9.76M | 0.16% | −305−0.3% | Reduced |
| South Dakota Investment Council | 119,171 | $9.77M | 0.22% | −1,259−1.0% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 119,380 | $9.79M | 0.71% | +6,045+5.3% | Added |
| Associated Banc-Corp | 120,515 | $9.88M | 0.43% | −232−0.2% | Reduced |
| Canada Pension Plan Investment Board | 120,946 | $9.92M | 0.02% | +53,327+78.9% | Added |
| F&V Capital Management, LLC | 121,990 | $10.0M | 3.56% | +4,590+3.9% | Added |
| Torray LLC | 122,634 | $10.1M | 1.92% | −42,440−25.7% | Reduced |
| Jane Street Group, LLC | 125,849 | $10.3M | 0.02% | +93,544+289.6% | Added |
| Nomura Asset Management Co Ltd | 126,959 | $10.4M | 0.07% | +12,648+11.1% | Added |
| Hi-Line Capital Management, LLC | 127,477 | $10.5M | 3.98% | +3,383+2.7% | Added |
| American Assets Investment Management, LLC | 127,800 | $10.5M | 1.31% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 128,505 | $10.6M | 0.33% | +16,922+15.2% | Added |
| Blair William & Co | 128,929 | $10.6M | 0.05% | +75,391+140.8% | Added |
| MetLife Investment Management | 129,603 | $10.6M | 0.08% | +2,319+1.8% | Added |
| State of Michigan Retirement System | 129,712 | $10.6M | 0.07% | +11,700+9.9% | Added |
| State of Tennessee, Treasury Department | 130,131 | $10.7M | 0.05% | +30,241+30.3% | Added |
| Steward Partners Investment Advisory, LLC | 130,250 | $10.7M | 0.20% | −1,206−0.9% | Reduced |
| Arizona State Retirement System | 131,710 | $10.8M | 0.10% | +11,477+9.5% | Added |
| Amalgamated Bank | 131,968 | $10.8M | 0.10% | +14,636+12.5% | Added |
| Creative Planning | 133,579 | $11.0M | 0.02% | +38,629+40.7% | Added |
| Trexquant Investment LP | 133,700 | $11.0M | 0.49% | +120,247+893.8% | Added |
| American International Group, Inc. | 134,090 | $11.0M | 0.07% | −60.0% | Reduced |
| ProShare Advisors LLC | 138,554 | $11.4M | 0.04% | −45,296−24.6% | Reduced |
| Captrust Financial Advisors | 145,572 | $11.9M | 0.08% | +16,516+12.8% | Added |
| State of Alaska, Department of Revenue | 145,723 | $11.9M | 0.15% | −1,165−0.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 145,901 | $12.0M | 1.22% | −150−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 146,678 | $12.0M | 0.04% | −26,213−15.2% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $12.1M | 1.60% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 148,235 | $12.2M | 0.02% | −44,956−23.3% | Reduced |
| Premier Fund Managers Ltd | 144,000 | $12.2M | 0.54% | +144,000 | New |
| Gratus Capital LLC | 149,156 | $12.2M | 1.37% | +5,649+3.9% | Added |
| DekaBank Deutsche Girozentrale | 146,780 | $12.3M | 0.04% | +23,464+19.0% | Added |
| Spirit of America Management Corp | 153,236 | $12.6M | 2.85% | +200+0.1% | Added |
| TCTC Holdings, LLC | 155,160 | $12.7M | 0.56% | −2,400−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 156,704 | $12.8M | 0.03% | +112,325+253.1% | Added |
| Hyman Charles D | 157,195 | $12.9M | 0.94% | +564+0.4% | Added |
| Keybank National Association | 157,206 | $12.9M | 0.06% | −3,379−2.1% | Reduced |
| TD Asset Management Inc | 158,006 | $13.0M | 0.02% | +506+0.3% | Added |
| Retirement Systems of Alabama | 159,490 | $13.1M | 0.06% | +4,476+2.9% | Added |
| Royal London Asset Management Ltd | 163,878 | $13.4M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 173,425 | $14.2M | 0.11% | +20,827+13.6% | Added |
| Gabelli Funds LLC | 184,700 | $15.1M | 0.12% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 186,218 | $15.3M | 0.04% | +37,133+24.9% | Added |
| Hikari Power Ltd | 190,330 | $15.6M | 1.67% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 191,160 | $15.7M | 0.09% | +8,936+4.9% | Added |
| Two Sigma Investments, LP | 192,905 | $15.8M | 0.05% | −1,123,915−85.4% | Reduced |
| Natixis Advisors, L.P. | 196,755 | $16.1M | 0.07% | +22,730+13.1% | Added |
| Recurrent Investment Advisors LLC | 197,379 | $16.2M | 4.91% | +19,700+11.1% | Added |
| Asset Management One Co.,Ltd. | 199,560 | $16.4M | 0.08% | +6,228+3.2% | Added |
| Bornite Capital Management LP | 200,000 | $16.4M | 5.38% | +100,000+100.0% | Added |