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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 4,610 | $378.0K | 0.06% | −400−8.0% | Reduced |
| Comerica Securities,inc. | 4,606 | $378.0K | 0.03% | +162+3.6% | Added |
| Legacy Financial Advisors, Inc. | 4,606 | $378.0K | 0.09% | +4,606 | New |
| Tradewinds, LLC. | 4,617 | $379.0K | 0.26% | +4,617 | New |
| Hexagon Capital Partners LLC | 4,638 | $380.0K | 0.11% | −715−13.4% | Reduced |
| Riverwater Partners LLC | 4,640 | $380.0K | 0.38% | −27−0.6% | Reduced |
| Mill Capital Management, LLC | 4,647 | $381.0K | 0.04% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 4,715 | $382.0K | 0.42% | −100−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 4,330 | $382.3K | 0.00% | −900−17.2% | Reduced |
| Roberts Glore & Co Inc | 4,677 | $383.0K | 0.13% | −75−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,672 | $383.0K | 0.01% | +462+11.0% | Added |
| Personal Cfo Solutions, LLC | 4,696 | $385.0K | 0.09% | −259−5.2% | Reduced |
| Successful Portfolios LLC | 4,690 | $385.0K | 0.26% | −3−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,699 | $385.0K | 0.00% | +211+4.7% | Added |
| Austin Private Wealth, LLC | 4,696 | $385.0K | 0.09% | +330+7.6% | Added |
| Salient Capital Advisors, LLC | 4,693 | $385.0K | 0.02% | +4,693 | New |
| Transform Wealth, LLC | 4,711 | $386.0K | 0.06% | −205−4.2% | Reduced |
| Benjamin Edwards Inc | 4,717 | $387.0K | 0.11% | −1,748−27.0% | Reduced |
| Vise Technologies, Inc. | 4,737 | $388.0K | 0.15% | −1,914−28.8% | Reduced |
| Equitable Trust Co | 4,735 | $388.0K | 0.03% | +4,735 | New |
| S.A. Mason LLC | 4,744 | $389.0K | 0.28% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,740 | $389.0K | 0.29% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,754 | $390.0K | 0.04% | +9+0.2% | Added |
| OneAscent Wealth Management LLC | 4,752 | $390.0K | 0.20% | +4,752 | New |
| HighPoint Advisor Group LLC | 4,916 | $391.0K | 0.04% | +4,916 | New |
| Vantage Consulting Group Inc | 4,807 | $394.0K | 0.22% | −1,230−20.4% | Reduced |
| Syntax Advisors, LLC | 4,807 | $394.0K | 0.33% | −1,230−20.4% | Reduced |
| Eqis Capital Management, Inc. | 4,806 | $394.0K | 0.04% | −2,465−33.9% | Reduced |
| KCM Investment Advisors LLC | 4,814 | $395.0K | 0.02% | +1,076+28.8% | Added |
| Private Trust Co NA | 4,833 | $396.0K | 0.06% | −1,283−21.0% | Reduced |
| Intrinsic Value Partners, LLC | 4,829 | $396.0K | 0.51% | −78−1.6% | Reduced |
| Coastline Trust Co | 4,839 | $396.0K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,835 | $396.0K | 0.01% | +40+0.8% | Added |
| Flputnam Investment Management Co | 4,844 | $397.0K | 0.01% | −1,167−19.4% | Reduced |
| ARS Investment Partners, LLC | 4,850 | $398.0K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,855 | $398.0K | 0.11% | +895+22.6% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $400.0K | 0.13% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,888 | $401.0K | 0.06% | +4,888 | New |
| Vaughan David Investments LLC | 4,911 | $403.0K | 0.01% | −121−2.4% | Reduced |
| Conning Inc. | 4,911 | $403.0K | 0.01% | −18−0.4% | Reduced |
| Whitener Capital Management, Inc. | 4,920 | $403.0K | 0.18% | +310+6.7% | Added |
| Weik Capital Management | 4,940 | $405.0K | 0.18% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 4,944 | $405.0K | 0.03% | +28+0.6% | Added |
| Nomura Holdings Inc | 4,811 | $406.0K | 0.00% | −13,093−73.1% | Reduced |
| Symphony Financial, Ltd. Co. | 4,817 | $407.0K | 0.12% | −710−12.8% | Reduced |
| EP Wealth Advisors, LLC | 4,986 | $409.0K | 0.01% | −91−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 5,013 | $410.0K | 0.01% | −740−12.9% | Reduced |
| Flagship Harbor Advisors, LLC | 5,013 | $411.0K | 0.05% | +154+3.2% | Added |
| Gradient Investments LLC | 5,025 | $412.0K | 0.01% | +2,640+110.7% | Added |
| Wahed Invest LLC | 5,040 | $413.0K | 0.25% | −458−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,076 | $416.0K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,078 | $416.0K | 0.10% | +110+2.2% | Added |
| Gofen & Glossberg LLC | 5,077 | $416.0K | 0.01% | +252+5.2% | Added |
| Linscomb & Williams, Inc. | 5,097 | $418.0K | 0.02% | −3,593−41.3% | Reduced |
| Centaurus Financial, Inc. | 5,100 | $418.0K | 0.04% | −2,867−36.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $418.0K | 1.11% | +4,700 | New |
| Garrison Point Advisors, LLC | 5,105 | $419.0K | 0.35% | −300−5.6% | Reduced |
| Moody National Bank Trust Division | 5,108 | $419.0K | 0.04% | +5,108 | New |
| Whittier Trust Co | 5,144 | $422.0K | 0.01% | −65−1.2% | Reduced |
| Inlet Private Wealth, LLC | 5,147 | $422.0K | 0.12% | +20+0.4% | Added |
| Brandywine Oak Private Wealth LLC | 5,193 | $425.0K | 0.05% | +4+0.1% | Added |
| Weaver Consulting Group | 5,194 | $426.0K | 0.24% | −305−5.5% | Reduced |
| Institutional & Family Asset Management, LLC | 5,239 | $430.0K | 0.08% | −20.0% | Reduced |
| FineMark National Bank & Trust | 5,243 | $430.0K | 0.02% | +908+20.9% | Added |
| Kovack Advisors, Inc. | 5,267 | $432.0K | 0.06% | −265−4.8% | Reduced |
| Trust Co of Toledo NA | 5,274 | $432.0K | 0.08% | +23+0.4% | Added |
| Connectus Wealth, LLC | 5,275 | $432.0K | 0.01% | +5,275 | New |
| Washington Trust Co | 5,270 | $433.0K | 0.02% | −100−1.9% | Reduced |
| Dividend Assets Capital, LLC | 5,327 | $437.0K | 0.09% | −797−13.0% | Reduced |
| Integrated Advisors Network LLC | 5,382 | $441.0K | 0.03% | +174+3.3% | Added |
| Patron Partners Advisors, LLC | 5,444 | $446.0K | 0.35% | +125+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,463 | $447.0K | 0.05% | +892+19.5% | Added |
| Regent Investment Management LLC | 5,475 | $449.0K | 0.13% | −10−0.2% | Reduced |
| Outfitter Financial LLC | 5,500 | $451.0K | 0.41% | 00.0% | Unchanged |
| Enhancing Capital LLC | 5,500 | $451.0K | 0.54% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 5,500 | $451.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,528 | $453.0K | 0.00% | +1,423+34.7% | Added |
| Campion Asset Management LLC | 5,596 | $459.0K | 0.45% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,641 | $463.0K | 0.10% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,660 | $464.0K | 0.08% | −1,178−17.2% | Reduced |
| Zacks Investment Management | 5,665 | $464.0K | 0.01% | +5,665 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $465.0K | 0.03% | +5,667 | New |
| Cambridge Trust Co | 5,689 | $466.0K | 0.02% | −80−1.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,701 | $467.0K | 0.21% | +5,701 | New |
| FRG Family Wealth Advisors LLC | 5,703 | $468.0K | 0.11% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 5,720 | $469.0K | 0.50% | +200+3.6% | Added |
| Valley Brook Capital Group | 5,731 | $469.0K | 0.48% | +426+8.0% | Added |
| Cutler Group LP | 5,744 | $470.0K | 0.06% | −787−12.1% | Reduced |
| Groesbeck Investment Management Corp | 5,746 | $471.0K | 0.78% | −5−0.1% | Reduced |
| Essex Savings Bank | 5,750 | $471.0K | 0.18% | +11+0.2% | Added |
| Waddell & Associates, LLC | 5,740 | $471.0K | 0.10% | +5,740 | New |
| Weatherly Asset Management L. P. | 5,757 | $472.0K | 0.07% | −601−9.5% | Reduced |
| Aspen Investment Management Inc | 5,818 | $477.0K | 0.30% | +5,818 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,829 | $478.0K | 0.09% | +23+0.4% | Added |
| Fisher Asset Management, LLC | 5,861 | $481.0K | 0.00% | −2,030−25.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,909 | $484.4K | 0.12% | +7+0.1% | Added |
| Roof Eidam & Maycock | 5,910 | $485.0K | 0.18% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,917 | $485.0K | 0.05% | +205+3.6% | Added |
| Rosenberg Matthew Hamilton | 5,749 | $485.0K | 0.18% | +91+1.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,941 | $487.0K | 0.35% | −1,698−22.2% | Reduced |