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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 2,663 | $218.0K | 0.01% | −293−9.9% | Reduced |
| Solidarilty Wealth, LLC | 2,444 | $218.0K | 0.12% | −401−14.1% | Reduced |
| Plancorp, LLC | 2,669 | $219.0K | 0.01% | −165−5.8% | Reduced |
| Monetary Management Group Inc | 2,677 | $219.0K | 0.07% | 00.0% | Unchanged |
| SBB Research Group LLC | 2,671 | $219.0K | 0.09% | +25+0.9% | Added |
| Everhart Financial Group, Inc. | 2,676 | $219.0K | 0.13% | +2,676 | New |
| CFO4Life Group, LLC | 2,661 | $220.0K | 0.05% | +44+1.7% | Added |
| Investment Partners, Ltd. | 2,695 | $221.0K | 0.11% | −28−1.0% | Reduced |
| Port Capital LLC | 2,706 | $222.0K | 0.02% | −87−3.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $222.0K | 0.09% | 00.0% | Unchanged |
| Bell Bank | 2,721 | $223.0K | 0.03% | +378+16.1% | Added |
| IVC Wealth Advisors LLC | 2,736 | $224.0K | 0.17% | +5+0.2% | Added |
| Northwest Bancshares, Inc. | 2,726 | $224.0K | 0.05% | +200+7.9% | Added |
| Orion Portfolio Solutions, LLC | 2,747 | $225.0K | 0.01% | −708−20.5% | Reduced |
| Staley Capital Advisers Inc | 2,740 | $225.0K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,753 | $226.0K | 0.02% | +10.0% | Added |
| Lake Street Financial LLC | 2,762 | $226.0K | 0.05% | +2,762 | New |
| Manchester Capital Management LLC | 2,784 | $228.0K | 0.04% | −2,959−51.5% | Reduced |
| HCR Wealth Advisors | 2,791 | $229.0K | 0.05% | +12+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,796 | $229.0K | 0.01% | +71+2.6% | Added |
| Magnus Financial Group LLC | 2,801 | $230.0K | 0.04% | +414+17.3% | Added |
| TrinityPoint Wealth, LLC | 2,816 | $231.0K | 0.05% | +2+0.1% | Added |
| Pinnacle Private Wealth, LLC | 2,833 | $232.0K | 0.09% | −708−20.0% | Reduced |
| MJP Associates Inc | 2,834 | $232.0K | 0.07% | +2,834 | New |
| Little House Capital LLC | 2,866 | $235.0K | 0.13% | −98−3.3% | Reduced |
| Aries Wealth Management | 2,868 | $235.0K | 0.11% | +2,868 | New |
| Leisure Capital Management | 2,882 | $236.0K | 0.12% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,863 | $236.0K | 0.21% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,879 | $236.0K | 0.04% | +78+2.8% | Added |
| CWS Financial Advisors, LLC | 2,875 | $236.0K | 0.11% | +102+3.7% | Added |
| Stamos Capital Partners, L.P. | 2,880 | $236.0K | 0.07% | +2,880 | New |
| Trust Co of Virginia | 2,890 | $237.0K | 0.03% | +476+19.7% | Added |
| Quantinno Capital Management LP | 2,896 | $237.0K | 0.03% | +2,896 | New |
| West Paces Advisors Inc. | 2,896 | $237.4K | 0.08% | −130−4.3% | Reduced |
| CWA Asset Management Group, LLC | 2,906 | $238.0K | 0.02% | +2,906 | New |
| IFG Advisory, LLC | 2,933 | $239.0K | 0.03% | −528−15.3% | Reduced |
| Natixis Investment Managers International | 2,922 | $239.0K | 0.00% | +2,922 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $240.0K | 0.13% | 00.0% | Unchanged |
| Quilter Plc | 2,928 | $240.0K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,933 | $240.0K | 0.14% | +18+0.6% | Added |
| First Citizens Bank & Trust Co | 2,921 | $240.0K | 0.01% | +68+2.4% | Added |
| Atlas Capital Advisors LLC | 2,933 | $240.5K | 0.04% | +165+6.0% | Added |
| Axxcess Wealth Management, LLC | 2,963 | $243.0K | 0.02% | −128−4.1% | Reduced |
| Trust Co of Vermont | 2,965 | $243.0K | 0.02% | +48+1.6% | Added |
| SFMG, LLC | 2,966 | $243.0K | 0.03% | +2,966 | New |
| Davidson Trust Co | 2,976 | $244.0K | 0.22% | −260−8.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,994 | $245.0K | 0.05% | +185+6.6% | Added |
| Merrion Investment Management Co, LLC | 3,000 | $246.0K | 0.24% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,015 | $247.0K | 0.11% | −800−21.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,032 | $248.0K | 0.03% | +113+3.9% | Added |
| First National Bank of South Miami | 3,035 | $249.0K | 0.17% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,868 | $249.0K | 0.25% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,052 | $250.0K | 0.08% | −300−8.9% | Reduced |
| CoreCap Advisors, LLC | 3,050 | $250.0K | 0.02% | +448+17.2% | Added |
| Cadinha & Co LLC | 3,065 | $251.0K | 0.06% | +250+8.9% | Added |
| Kanawha Capital Management LLC | 3,074 | $252.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,078 | $252.0K | 0.05% | +3,078 | New |
| M&R Capital Management Inc | 3,088 | $253.0K | 0.07% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,087 | $253.0K | 0.21% | +3,087 | New |
| Sutton Wealth Advisors Inc. | 3,089 | $253.3K | 0.10% | +544+21.4% | Added |
| Pendal Group Limited | 3,100 | $254.0K | 0.00% | −3,345−51.9% | Reduced |
| Pflug Koory, LLC | 3,095 | $254.0K | 0.15% | +10.0% | Added |
| Capital Analysts, LLC | 3,100 | $254.0K | 0.02% | +100+3.3% | Added |
| Thrive Wealth Management, LLC | 3,126 | $256.0K | 0.09% | −135−4.1% | Reduced |
| Whalerock Point Partners, LLC | 3,119 | $256.0K | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,118 | $256.0K | 0.04% | +458+17.2% | Added |
| Beaton Management Co. Inc. | 3,131 | $257.0K | 0.18% | −75−2.3% | Reduced |
| AdvisorNet Financial, Inc | 3,144 | $258.0K | 0.03% | +350+12.5% | Added |
| Foundations Investment Advisors, LLC | 3,241 | $258.0K | 0.01% | +3,241 | New |
| Brighton Jones LLC | 3,158 | $259.0K | 0.01% | +671+27.0% | Added |
| Wealthcare Advisory Partners LLC | 3,177 | $261.0K | 0.02% | +495+18.5% | Added |
| Sentry Investment Management LLC | 3,197 | $262.0K | 0.12% | −481−13.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,200 | $262.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 3,201 | $262.0K | 0.02% | +3,201 | New |
| MSH Capital Advisors LLC | 3,200 | $262.4K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,207 | $263.0K | 0.01% | +482+17.7% | Added |
| Ontario Teachers Pension Plan Board | 3,225 | $264.0K | 0.00% | −3,399−51.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,231 | $265.0K | 0.04% | +738+29.6% | Added |
| Blue Edge Capital, LLC | 3,251 | $266.5K | 0.06% | +4+0.1% | Added |
| Chicago Trust Co NA | 3,253 | $267.0K | 0.07% | −98−2.9% | Reduced |
| Paragon Capital Management Ltd | 3,251 | $267.0K | 0.07% | +3,251 | New |
| DuPont Capital Management Corp | 3,284 | $269.0K | 0.01% | +1,234+60.2% | Added |
| WBH Advisory Inc | 3,298 | $270.0K | 0.04% | −99−2.9% | Reduced |
| Proequities, Inc. | 3,295 | $270.0K | 0.02% | +369+12.6% | Added |
| Independent Solutions Wealth Management, LLC | 3,309 | $271.3K | 0.08% | +3,309 | New |
| Excalibur Management Corp | 3,318 | $272.0K | 0.14% | −233−6.6% | Reduced |
| Ahrens Investment Partners LLC | 3,323 | $272.0K | 0.12% | −200−5.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,318 | $272.0K | 0.03% | +210+6.8% | Added |
| GHP Investment Advisors, Inc. | 3,331 | $273.0K | 0.02% | −210−5.9% | Reduced |
| Gamble Jones Investment Counsel | 3,330 | $273.0K | 0.02% | +3+0.1% | Added |
| Allen Investment Management LLC | 3,342 | $274.0K | 0.00% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,520 | $276.0K | 0.25% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 3,376 | $277.0K | 0.02% | +56+1.7% | Added |
| First National Advisers, LLC | 3,403 | $279.0K | 0.58% | +3,403 | New |
| Buckingham Strategic Partners | 3,416 | $280.0K | 0.02% | +85+2.6% | Added |
| Tolleson Wealth Management, Inc. | 3,425 | $281.0K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 3,435 | $282.0K | 0.01% | −881−20.4% | Reduced |
| Jmac Enterprises LLC | 3,435 | $282.0K | 0.07% | −200−5.5% | Reduced |
| Spinnaker Trust | 3,441 | $282.0K | 0.02% | −20−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $282.0K | 0.01% | 00.0% | Unchanged |