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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 3,456 | $282.0K | 0.07% | +172+5.2% | Added |
| CoreFirst Bank & Trust | 3,445 | $282.0K | 0.22% | +300+9.5% | Added |
| Quadrant Capital Group LLC | 3,445 | $282.0K | 0.04% | +535+18.4% | Added |
| Your Advocates Ltd., LLP | 3,459 | $284.0K | 0.17% | −617−15.1% | Reduced |
| Private Portfolio Partners LLC | 3,474 | $284.9K | 0.08% | −773−18.2% | Reduced |
| Roundview Capital LLC | 3,481 | $285.0K | 0.03% | +253+7.8% | Added |
| Telemetry Investments, L.L.C. | 3,478 | $285.0K | 0.43% | +3,478 | New |
| Vectors Research Management, LLC | 3,528 | $289.0K | 0.07% | −63−1.8% | Reduced |
| HNP Capital LLC | 3,528 | $289.0K | 0.08% | −63−1.8% | Reduced |
| Athena Investment Management | 3,523 | $289.0K | 0.23% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $289.0K | 0.16% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $290.0K | 0.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,532 | $290.0K | 0.03% | +23+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,539 | $290.0K | 0.01% | +286+8.8% | Added |
| Cookson Peirce & Co Inc | 3,532 | $290.0K | 0.02% | +3,532 | New |
| Montecito Bank & Trust | 3,555 | $291.0K | 0.07% | +3,555 | New |
| Joel Isaacson & Co., LLC | 3,570 | $293.0K | 0.02% | +12+0.3% | Added |
| Ronald Blue Trust, Inc. | 3,402 | $294.0K | 0.00% | +3,402 | New |
| Dodge & Cox | 3,600 | $295.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,600 | $295.0K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,606 | $296.0K | 0.01% | −20,479−85.0% | Reduced |
| Ballentine Partners, LLC | 3,630 | $297.0K | 0.01% | −1,229−25.3% | Reduced |
| Spinnaker Investment Group, LLC | 3,630 | $298.0K | 0.12% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,652 | $299.0K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,654 | $300.0K | 0.04% | −156−4.1% | Reduced |
| Kolinsky Wealth Management, LLC | 3,654 | $300.0K | 0.35% | +343+10.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,673 | $301.0K | 0.19% | −642−14.9% | Reduced |
| Foster & Motley Inc | 3,666 | $301.0K | 0.03% | −13−0.4% | Reduced |
| First National Bank Sioux Falls | 3,684 | $302.0K | 0.39% | −177−4.6% | Reduced |
| Welch Group, LLC | 3,685 | $302.0K | 0.02% | +14+0.4% | Added |
| PFG Advisors | 3,683 | $302.0K | 0.03% | +268+7.8% | Added |
| Corbyn Investment Management Inc | 3,714 | $305.0K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,733 | $306.0K | 0.08% | −38−1.0% | Reduced |
| Ern LLC | 3,750 | $307.0K | 0.34% | +3,750 | New |
| American Research & Management Co. | 3,755 | $308.0K | 0.08% | 00.0% | Unchanged |
| Shay Capital LLC | 3,772 | $309.0K | 0.16% | −15,296−80.2% | Reduced |
| JT Stratford LLC | 3,763 | $309.0K | 0.10% | +430+12.9% | Added |
| PDS Planning, Inc | 3,789 | $311.0K | 0.06% | +370+10.8% | Added |
| Callahan Advisors, LLC | 3,800 | $312.0K | 0.04% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,813 | $313.0K | 0.10% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,819 | $313.0K | 0.01% | +107+2.9% | Added |
| Old Point Trust & Financial Services N A | 3,823 | $313.0K | 0.14% | +800+26.5% | Added |
| Blackston Financial Advisory Group, LLC | 3,812 | $314.0K | 0.21% | +3,812 | New |
| Montchanin Asset Management, LLC | 3,830 | $314.0K | 0.43% | +3,830 | New |
| Field & Main Bank | 3,837 | $315.0K | 0.20% | +263+7.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,845 | $315.0K | 0.01% | +686+21.7% | Added |
| Trust Co of Oklahoma | 3,852 | $315.8K | 0.15% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 3,859 | $316.0K | 0.21% | +49+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,866 | $317.0K | 0.02% | −2,713−41.2% | Reduced |
| Sunbelt Securities, Inc. | 3,879 | $318.0K | 0.07% | −165−4.1% | Reduced |
| Capital Investment Advisors, LLC | 3,888 | $319.0K | 0.01% | +102+2.7% | Added |
| Mairs & Power Inc | 3,898 | $320.0K | 0.00% | −784−16.7% | Reduced |
| Wedgewood Investors Inc | 3,899 | $320.0K | 0.45% | 00.0% | Unchanged |
| Next Capital Management LLC | 3,904 | $320.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,924 | $321.0K | 0.01% | −25−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 3,912 | $321.0K | 0.01% | +488+14.3% | Added |
| Ameritas Advisory Services, LLC | 3,940 | $323.0K | 0.02% | −49−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,955 | $324.0K | 0.05% | +96+2.5% | Added |
| Insight Folios Inc | 3,984 | $327.0K | 0.16% | −77−1.9% | Reduced |
| Wilkins Investment Counsel Inc | 3,989 | $327.0K | 0.09% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,987 | $327.0K | 0.07% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,009 | $328.0K | 0.12% | −6−0.1% | Reduced |
| Cumberland Partners Ltd | 3,995 | $328.0K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,000 | $328.0K | 0.24% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 4,030 | $330.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,050 | $332.0K | 0.01% | +163+4.2% | Added |
| Freestone Capital Holdings, LLC | 4,056 | $333.0K | 0.01% | −608−13.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,085 | $335.0K | 0.04% | +14+0.3% | Added |
| Segment Wealth Management, LLC | 4,093 | $336.0K | 0.04% | −15−0.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,098 | $336.0K | 0.03% | +1,367+50.1% | Added |
| Jackson Creek Investment Advisors LLC | 3,786 | $337.0K | 0.14% | −847−18.3% | Reduced |
| LVM Capital Management Ltd | 4,125 | $338.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,117 | $338.0K | 0.04% | +801+24.2% | Added |
| Hanson & Doremus Investment Management | 4,186 | $343.0K | 0.08% | −894−17.6% | Reduced |
| Westwood Holdings Group Inc. | 4,186 | $343.0K | 0.00% | −136−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,850 | $343.0K | 0.02% | +78+2.1% | Added |
| Evergreen Capital Management LLC | 4,257 | $349.0K | 0.02% | −625−12.8% | Reduced |
| Allworth Financial LP | 4,283 | $351.0K | 0.00% | −268−5.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,282 | $351.0K | 0.04% | +190+4.6% | Added |
| Naviter Wealth, LLC | 4,296 | $352.0K | 0.14% | +4,296 | New |
| Roman Butler Fullerton & Co | 4,330 | $353.0K | 0.20% | −102−2.3% | Reduced |
| WCG Wealth Advisors LLC | 4,301 | $353.0K | 0.05% | +4,301 | New |
| WP Advisors, LLC | 4,336 | $356.0K | 0.15% | −157−3.5% | Reduced |
| Pitcairn Co | 4,347 | $356.0K | 0.04% | +14+0.3% | Added |
| IHT Wealth Management, LLC | 4,344 | $356.0K | 0.03% | +639+17.2% | Added |
| Boston Private Wealth LLC | 4,373 | $359.0K | 0.01% | +923+26.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,390 | $360.0K | 0.02% | −1,109−20.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,385 | $360.0K | 0.02% | +1,187+37.1% | Added |
| WealthBridge Capital Management, LLC | 4,388 | $360.0K | 0.15% | +4,388 | New |
| Meixler Investment Management, Ltd. | 4,409 | $361.0K | 0.41% | −8,147−64.9% | Reduced |
| Woodmont Investment Counsel LLC | 4,412 | $362.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,433 | $363.5K | 0.06% | −88−1.9% | Reduced |
| J2 Capital Management Inc | 4,449 | $365.0K | 0.56% | +147+3.4% | Added |
| Machina Capital S.A.S. | 4,500 | $369.0K | 0.83% | −1,035−18.7% | Reduced |
| Tennessee Valley Asset Management Partners | 4,499 | $369.0K | 0.14% | −239−5.0% | Reduced |
| Acropolis Investment Management, LLC | 4,497 | $369.0K | 0.04% | +239+5.6% | Added |
| Waldron Private Wealth LLC | 4,512 | $369.0K | 0.02% | +265+6.2% | Added |
| Means Investment Co., Inc. | 4,569 | $375.0K | 0.08% | +5+0.1% | Added |
| OneAscent Financial Services LLC | 4,603 | $377.0K | 0.17% | +4,603 | New |
| Pathstone Family Office, LLC | 4,607 | $377.8K | 0.01% | +4,607 | New |