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 |
|---|---|---|---|---|---|
| First Financial Corp | 220 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 218 | $18.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 237 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 248 | $20.0K | 0.02% | −86−25.7% | Reduced |
| Mascoma Wealth Management LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $20.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 238 | $20.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 267 | $22.0K | 0.00% | +117+78.0% | Added |
| Brown, Lisle/Cummings, Inc. | 278 | $22.8K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 294 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 303 | $25.0K | 0.01% | −154−33.7% | Reduced |
| Private Ocean, LLC | 315 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $25.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $25.0K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 300 | $25.0K | 0.02% | +300 | New |
| Bellwether Advisors, LLC | 325 | $26.0K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 346 | $28.0K | 0.02% | +346 | New |
| GoalVest Advisory LLC | 343 | $28.0K | 0.02% | +343 | New |
| Pacifica Partners Inc. | 326 | $29.0K | 0.02% | −350−51.8% | Reduced |
| Worth Asset Management, LLC | 351 | $29.0K | 0.02% | +1+0.3% | Added |
| Accel Wealth Management | 357 | $29.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 348 | $29.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 360 | $30.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 362 | $31.0K | 0.01% | +160+79.2% | Added |
| Evolution Advisers, Inc. | 393 | $33.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 435 | $35.0K | 0.01% | −266−37.9% | Reduced |
| Oakworth Capital, Inc. | 426 | $35.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 419 | $35.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $36.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 439 | $36.0K | 0.02% | +439 | New |
| Heritage Wealth Management, LLC | 449 | $36.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 451 | $37.0K | 0.01% | −25−5.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 450 | $37.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 469 | $38.0K | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 465 | $38.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 475 | $39.0K | 0.03% | −10−2.1% | Reduced |
| PrairieView Partners, LLC | 471 | $39.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 477 | $39.0K | 0.04% | +59+14.1% | Added |
| AlphaMark Advisors, LLC | 475 | $39.0K | 0.02% | +475 | New |
| Archer Investment Corp | 479 | $39.3K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 493 | $40.0K | 0.02% | +493 | New |
| Siena Capital LLC | 505 | $41.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 502 | $41.0K | 0.01% | +70+16.2% | Added |
| CVA Family Office, LLC | 518 | $42.0K | 0.01% | −65−11.1% | Reduced |
| MV Capital Management, Inc. | 513 | $42.0K | 0.01% | +8+1.6% | Added |
| Endurance Wealth Management, Inc. | 530 | $43.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $43.0K | 0.01% | +521 | New |
| Tyler-Stone Wealth Management | 538 | $44.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 534 | $44.0K | 0.00% | +4+0.8% | Added |
| Sierra Capital LLC | 534 | $44.0K | 0.01% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 546 | $45.0K | 0.01% | −193−26.1% | Reduced |
| Coastal Capital Group, Inc. | 544 | $45.0K | 0.01% | −45−7.6% | Reduced |
| Shell Asset Management Co | 556 | $46.0K | 0.00% | −251−31.1% | Reduced |
| Creative Financial Designs Inc | 564 | $46.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 558 | $46.0K | 0.01% | +41+7.9% | Added |
| Capital Advisors, Ltd. LLC | 571 | $47.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 590 | $48.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 588 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 588 | $48.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 584 | $48.0K | 0.04% | +584 | New |
| Fieldpoint Private Securities, LLC | 610 | $50.0K | 0.01% | −1,192−66.1% | Reduced |
| Syverson Strege & Co | 604 | $50.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 640 | $52.0K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 634 | $52.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 632 | $52.0K | 0.01% | +38+6.4% | Added |
| Miller Wealth Advisors, LLC | 650 | $53.0K | 0.04% | +4+0.6% | Added |
| Clearview Wealth Advisors LLC | 661 | $54.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 660 | $54.0K | 0.01% | +88+15.4% | Added |
| Valley National Advisers Inc | 682 | $56.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 678 | $56.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 687 | $56.0K | 0.02% | +6+0.9% | Added |
| Arlington Partners LLC | 686 | $56.0K | 0.02% | +370+117.1% | Added |
| Vigilant Capital Management, LLC | 700 | $57.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 698 | $57.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 696 | $57.0K | 0.01% | +14+2.1% | Added |
| Addison Advisors LLC | 707 | $58.0K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 734 | $60.0K | 0.02% | −2,926−79.9% | Reduced |
| Missouri Trust & Investment Co | 749 | $61.0K | 0.04% | −44−5.5% | Reduced |
| Versant Capital Management, Inc | 748 | $61.0K | 0.02% | −23−3.0% | Reduced |
| City State Bank | 746 | $61.0K | 0.04% | −20−2.6% | Reduced |
| Pittenger & Anderson Inc | 738 | $61.0K | 0.00% | +529+253.1% | Added |
| Piscataqua Savings Bank | 778 | $64.0K | 0.06% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 824 | $68.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 778 | $68.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $69.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 861 | $71.0K | 0.01% | −11−1.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 870 | $71.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 868 | $71.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 883 | $72.0K | 0.02% | +8+0.9% | Added |
| High Net Worth Advisory Group LLC | 896 | $73.0K | 0.03% | −38−4.1% | Reduced |
| Evermay Wealth Management LLC | 900 | $74.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 915 | $75.0K | 0.03% | +3+0.3% | Added |
| Concord Wealth Partners | 913 | $75.0K | 0.02% | +37+4.2% | Added |
| McIlrath & Eck, LLC | 921 | $76.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 931 | $76.0K | 0.01% | +82+9.7% | Added |