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 |
|---|---|---|---|---|---|
| Trust Co | 944 | $77.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 954 | $78.0K | 0.03% | +304+46.8% | Added |
| Global Trust Asset Management, LLC | 964 | $79.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 961 | $81.0K | 0.01% | −2,966−75.5% | Reduced |
| Highlander Capital Management, LLC | 991 | $81.0K | 0.04% | +300+43.4% | Added |
| BDO Wealth Advisors, LLC | 999 | $82.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $82.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 1,009 | $83.0K | 0.05% | −262−20.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,017 | $83.0K | 0.01% | +1,017 | New |
| Global Financial Private Client, LLC | 987 | $83.3K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,041 | $85.0K | 0.02% | −213−17.0% | Reduced |
| Covestor Ltd | 1,043 | $86.0K | 0.07% | +402+62.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $87.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,089 | $89.0K | 0.01% | −92−7.8% | Reduced |
| Hantz Financial Services, Inc. | 1,098 | $90.0K | 0.00% | −41−3.6% | Reduced |
| Sargent Bickham Lagudis LLC | 1,115 | $92.0K | 0.01% | +292+35.5% | Added |
| Mechanics Financial Corp | 1,150 | $94.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,148 | $94.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,176 | $96.0K | 0.01% | +1,099+1,427.3% | Added |
| First Horizon Advisors, Inc. | 1,198 | $98.0K | 0.00% | +160+15.4% | Added |
| Neo Ivy Capital Management | 1,208 | $99.0K | 0.27% | −4,310−78.1% | Reduced |
| Financial Management Professionals, Inc. | 1,222 | $100.0K | 0.02% | +45+3.8% | Added |
| Steward Financial Group LLC | 1,240 | $101.0K | 0.08% | +115+10.2% | Added |
| Johnson Financial Group, Inc. | 1,257 | $103.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,282 | $105.0K | 0.04% | +82+6.8% | Added |
| JNBA Financial Advisors | 1,313 | $108.0K | 0.02% | −29−2.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,349 | $110.0K | 0.01% | −2,601−65.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $111.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,372 | $113.0K | 0.02% | +207+17.8% | Added |
| Avion Wealth | 1,411 | $116.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,330 | $118.0K | 0.04% | +53+4.2% | Added |
| First Eagle Investment Management, LLC | 1,455 | $119.0K | 0.00% | +5+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,448 | $119.0K | 0.07% | +256+21.5% | Added |
| Smithfield Trust Co | 1,472 | $120.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,466 | $120.0K | 0.01% | +1,466 | New |
| HHM Wealth Advisors, LLC | 1,489 | $122.0K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,492 | $122.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,505 | $123.0K | 0.02% | +2+0.1% | Added |
| ACG Wealth | 1,498 | $123.0K | 0.03% | +1,498 | New |
| Tompkins Financial Corp | 1,544 | $127.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,579 | $129.0K | 0.04% | +1,164+280.5% | Added |
| Sittner & Nelson, LLC | 1,610 | $132.0K | 0.09% | +300+22.9% | Added |
| Evoke Wealth, LLC | 1,610 | $132.0K | 0.00% | +713+79.5% | Added |
| Aspire Private Capital, LLC | 1,669 | $137.0K | 0.05% | 00.0% | Unchanged |
| Motco | 1,689 | $138.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,704 | $140.0K | 0.05% | −7,738−82.0% | Reduced |
| Vestor Capital, LLC | 1,715 | $141.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,767 | $145.0K | 0.04% | −50−2.8% | Reduced |
| Central Bank & Trust Co | 1,776 | $146.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,832 | $150.0K | 0.04% | +1,832 | New |
| Eagle Bay Advisors LLC | 1,837 | $150.6K | 0.09% | +1,837 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $155.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,920 | $157.0K | 0.00% | +1,920 | New |
| Front Row Advisors LLC | 1,979 | $162.0K | 0.08% | +35+1.8% | Added |
| Zullo Investment Group, Inc. | 2,018 | $165.0K | 0.10% | −29−1.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,031 | $167.0K | 0.03% | −281−12.2% | Reduced |
| Jones Financial Companies LLLP | 2,037 | $167.0K | 0.00% | −6−0.3% | Reduced |
| Brown Brothers Harriman & Co | 2,066 | $169.0K | 0.00% | +110+5.6% | Added |
| Alan B. Lancz & Associates, Inc. | 1,996 | $178.0K | 0.18% | +1,996 | New |
| Anchor Investment Management, LLC | 2,178 | $178.6K | 0.03% | −100−4.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,181 | $179.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,220 | $182.0K | 0.03% | −694−23.8% | Reduced |
| Swiss Life Asset Management Ltd | 2,232 | $183.7K | 0.00% | −4,163−65.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,266 | $186.0K | 0.05% | +345+18.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,299 | $188.0K | 0.17% | +8+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 2,298 | $188.0K | 0.06% | +720+45.6% | Added |
| BOK Financial Private Wealth, Inc. | 2,320 | $190.0K | 0.02% | −3,006−56.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,316 | $190.0K | 0.00% | −1,300−36.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,350 | $193.0K | 0.11% | −81−3.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2,349 | $193.0K | 0.03% | −23−1.0% | Reduced |
| Montag A & Associates Inc | 2,409 | $198.0K | 0.01% | +66+2.8% | Added |
| Quantbot Technologies LP | 2,448 | $200.0K | 0.02% | −52,774−95.6% | Reduced |
| Allegheny Financial Group LTD | 2,442 | $200.0K | 0.09% | +2+0.1% | Added |
| Greytown Advisors Inc. | 2,446 | $201.0K | 0.11% | −50−2.0% | Reduced |
| Bray Capital Advisors | 2,447 | $201.0K | 0.06% | +16+0.7% | Added |
| Beach Investment Counsel Inc | 2,460 | $202.0K | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 2,478 | $203.0K | 0.12% | +121+5.1% | Added |
| Pinnacle Family Advisors, LLC | 2,472 | $203.0K | 0.17% | +2,472 | New |
| Qtron Investments LLC | 2,490 | $204.0K | 0.04% | −9,354−79.0% | Reduced |
| KLCM Advisors, Inc. | 2,491 | $204.0K | 0.05% | +2,491 | New |
| Acima Private Wealth, LLC | 2,500 | $205.0K | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 2,501 | $205.0K | 0.11% | −170−6.4% | Reduced |
| Soltis Investment Advisors LLC | 2,498 | $205.0K | 0.03% | +80+3.3% | Added |
| Harbour Investments, Inc. | 2,508 | $206.0K | 0.01% | +2,508 | New |
| Susquehanna International Group Ltd. | 2,515 | $206.0K | 0.05% | +2,515 | New |
| Plimoth Trust Co LLC | 2,526 | $207.0K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $208.0K | 0.02% | +67+2.7% | Added |
| Change Path, LLC | 2,528 | $208.0K | 0.01% | +135+5.6% | Added |
| Canvas Wealth Advisors, LLC | 2,546 | $209.0K | 0.08% | −171−6.3% | Reduced |
| First Financial Bank - Trust Division | 2,548 | $209.0K | 0.03% | −50−1.9% | Reduced |
| Modera Wealth Management, LLC | 2,559 | $210.0K | 0.01% | −444−14.8% | Reduced |
| Minot Wealth Management LLC | 2,560 | $210.0K | 0.05% | +2,560 | New |
| Moller Financial Services | 2,568 | $211.0K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,571 | $211.0K | 0.08% | +2,571 | New |
| Chemung Canal Trust Co | 2,584 | $212.0K | 0.05% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,581 | $212.0K | 0.24% | −50−1.9% | Reduced |
| Verus Capital Partners, LLC | 2,603 | $212.0K | 0.04% | +2,603 | New |
| Good Life Advisors, LLC | 2,602 | $213.0K | 0.03% | −18−0.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,633 | $216.0K | 0.07% | −32−1.2% | Reduced |
| Gables Capital Management Inc. | 2,652 | $217.0K | 0.16% | 00.0% | Unchanged |