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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 5,510 | $487.0K | 0.09% | −646−10.5% | Reduced |
| Graham Capital Management, L.P. | 5,956 | $488.0K | 0.02% | −2,428−29.0% | Reduced |
| Stockman Wealth Management, Inc. | 5,968 | $489.0K | 0.12% | −4,751−44.3% | Reduced |
| Clarius Group, LLC | 5,970 | $489.0K | 0.05% | +155+2.7% | Added |
| Lido Advisors, LLC | 5,999 | $491.0K | 0.01% | +475+8.6% | Added |
| Heck Capital Advisors, LLC | 6,021 | $493.7K | 0.10% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $496.0K | 0.22% | 00.0% | Unchanged |
| Argent Trust Co | 6,043 | $496.0K | 0.03% | +132+2.2% | Added |
| Peoples Financial Services Corp. | 6,060 | $497.0K | 0.24% | −477−7.3% | Reduced |
| Maven Securities LTD | 6,059 | $497.0K | 0.09% | +6,059 | New |
| Allen Capital Group, LLC | 6,091 | $499.0K | 0.10% | +10.0% | Added |
| Valmark Advisers, Inc. | 6,086 | $499.0K | 0.01% | +614+11.2% | Added |
| Mission Wealth Management, LP | 6,141 | $504.0K | 0.03% | +709+13.1% | Added |
| Signaturefd, LLC | 6,162 | $505.0K | 0.02% | +1,236+25.1% | Added |
| Symmetry Partners, LLC | 6,174 | $506.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,173 | $507.0K | 0.10% | −2,014−24.6% | Reduced |
| Deseret Mutual Benefit Administrators | 6,187 | $507.0K | 0.11% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 6,196 | $508.0K | 0.12% | −5−0.1% | Reduced |
| Coldstream Capital Management Inc | 6,208 | $509.0K | 0.02% | +1,286+26.1% | Added |
| American Financial Group Inc | 6,250 | $512.0K | 0.17% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,259 | $513.0K | 0.07% | −310−4.7% | Reduced |
| Crescent Grove Advisors, LLC | 6,285 | $515.0K | 0.05% | +1,903+43.4% | Added |
| Bennicas & Associates, Inc. | 6,300 | $517.0K | 0.30% | 00.0% | Unchanged |
| Wealth Alliance | 6,318 | $518.0K | 0.10% | −294−4.4% | Reduced |
| Spire Wealth Management | 6,315 | $518.0K | 0.02% | −263−4.0% | Reduced |
| MCF Advisors LLC | 6,334 | $519.0K | 0.05% | +387+6.5% | Added |
| Covington Capital Management | 6,341 | $520.0K | 0.02% | −617−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,344 | $520.0K | 0.03% | +1,480+30.4% | Added |
| South Street Advisors LLC | 6,420 | $526.0K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,436 | $528.0K | 0.21% | −78−1.2% | Reduced |
| Westhampton Capital, LLC | 6,453 | $529.0K | 0.37% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,474 | $531.0K | 0.02% | +676+11.7% | Added |
| Teza Capital Management LLC | 6,475 | $531.0K | 0.20% | +6,475 | New |
| Peapack Gladstone Financial Corp | 6,499 | $532.0K | 0.01% | −157−2.4% | Reduced |
| U S Global Investors Inc | 6,500 | $533.0K | 0.03% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $533.0K | 0.11% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 6,518 | $534.0K | 0.00% | −2,030−23.7% | Reduced |
| Intrua Financial, LLC | 6,516 | $534.0K | 0.11% | +30.0% | Added |
| C2C Wealth Management, LLC | 6,267 | $535.0K | 0.10% | 00.0% | Unchanged |
| MQS Management LLC | 6,526 | $535.0K | 0.37% | +3,082+89.5% | Added |
| Sandy Spring Bank | 6,548 | $537.0K | 0.03% | −34−0.5% | Reduced |
| Vanguard Capital Wealth Advisors | 6,622 | $543.0K | 0.61% | −3,125−32.1% | Reduced |
| Atlas Private Wealth Management | 6,641 | $545.0K | 0.37% | −57−0.9% | Reduced |
| HighTower Trust Services, LTA | 6,598 | $546.0K | 0.09% | −8−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 6,767 | $550.0K | 0.14% | +6,767 | New |
| Van Hulzen Asset Management, LLC | 6,715 | $551.0K | 0.07% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,733 | $551.0K | 0.19% | +1,766+35.6% | Added |
| Charter Trust Co | 6,732 | $552.0K | 0.04% | −1,586−19.1% | Reduced |
| Duff & Phelps Investment Management Co | 6,729 | $552.0K | 0.01% | +1,054+18.6% | Added |
| Lincoln Capital LLC | 6,767 | $555.0K | 0.16% | −95−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 6,783 | $556.0K | 0.06% | −807−10.6% | Reduced |
| 1st Source Bank | 6,799 | $557.0K | 0.04% | +93+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 6,844 | $561.0K | 0.07% | +380+5.9% | Added |
| American Portfolios Advisors | 6,871 | $563.3K | 0.02% | −307−4.3% | Reduced |
| Cypress Capital Management LLC | 6,887 | $565.0K | 0.08% | −125−1.8% | Reduced |
| Cullinan Associates Inc | 6,900 | $566.0K | 0.03% | +1,000+16.9% | Added |
| Hilltop Holdings Inc. | 6,917 | $567.0K | 0.08% | +51+0.7% | Added |
| Drive Wealth Management, LLC | 6,923 | $568.0K | 0.52% | −107−1.5% | Reduced |
| Clearstead Advisors, LLC | 6,925 | $568.0K | 0.04% | +760+12.3% | Added |
| Caxton Associates LP | 6,967 | $571.0K | 0.07% | +6,967 | New |
| Cladis Investment Advisory, LLC | 6,969 | $571.4K | 0.57% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $576.0K | 0.41% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 7,080 | $580.0K | 0.19% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,077 | $581.0K | 0.09% | +98+1.4% | Added |
| Old National Bancorp | 7,074 | $581.0K | 0.02% | +4,111+138.7% | Added |
| Birmingham Capital Management Co Inc | 7,145 | $586.0K | 0.23% | 00.0% | Unchanged |
| Energy Opportunities Capital Management, LLC | 7,275 | $596.0K | 1.71% | −2,430−25.0% | Reduced |
| Navalign, LLC | 7,281 | $597.0K | 0.26% | −209−2.8% | Reduced |
| Thomas White International Ltd | 7,300 | $599.0K | 0.12% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 7,356 | $603.0K | 0.37% | +1,390+23.3% | Added |
| Aull & Monroe Investment Management Corp | 7,377 | $605.0K | 0.31% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,396 | $606.0K | 0.04% | −816−9.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,393 | $606.0K | 0.24% | −12−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,399 | $606.0K | 0.41% | −10−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 7,388 | $606.0K | 0.01% | +483+7.0% | Added |
| Intercontinental Wealth Advisors, LLC | 7,436 | $610.0K | 0.17% | +380+5.4% | Added |
| Caldwell Trust Co | 7,441 | $610.1K | 0.08% | +78+1.1% | Added |
| Corsicana & Co. | 7,472 | $613.0K | 0.48% | +600+8.7% | Added |
| Glenview Trust Co | 7,488 | $614.0K | 0.02% | +111+1.5% | Added |
| Northwest & Ethical Investments L.P. | 7,584 | $621.8K | 0.02% | +7,584 | New |
| Hudson Valley Investment Advisors Inc | 7,588 | $622.0K | 0.10% | −1,172−13.4% | Reduced |
| Institute for Wealth Management, LLC. | 7,595 | $623.0K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 7,604 | $623.0K | 0.00% | +223+3.0% | Added |
| AMG National Trust Bank | 7,576 | $625.0K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,669 | $628.0K | 0.12% | +26+0.3% | Added |
| Islay Capital Management, LLC | 7,670 | $629.0K | 0.66% | 00.0% | Unchanged |
| Greenleaf Trust | 7,684 | $630.0K | 0.01% | +649+9.2% | Added |
| BMS Financial Advisors, LLC | 7,705 | $632.0K | 0.41% | +403+5.5% | Added |
| Erste Asset Management GmbH | 7,500 | $634.4K | 0.01% | +7,500 | New |
| Heron Financial Group, LLC | 7,743 | $635.0K | 0.39% | −110−1.4% | Reduced |
| Towle & Co | 7,740 | $635.0K | 0.10% | +4,560+143.4% | Added |
| Bull Street Advisors, LLC | 7,751 | $636.0K | 0.34% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 7,783 | $638.0K | 0.23% | +9+0.1% | Added |
| Advisor OS, LLC | 7,781 | $638.0K | 0.19% | +7,781 | New |
| Massmutual Trust Co FSB | 7,813 | $641.0K | 0.03% | −28−0.4% | Reduced |
| Independent Advisor Alliance | 7,831 | $642.0K | 0.04% | −428−5.2% | Reduced |
| Financial Advocates Investment Management | 7,827 | $642.0K | 0.05% | +4,003+104.7% | Added |
| Bridge Creek Capital Management LLC | 7,881 | $646.0K | 0.26% | −471−5.6% | Reduced |
| Checchi Capital Advisers, LLC | 7,288 | $649.0K | 0.06% | +1,164+19.0% | Added |
| Ieq Capital, LLC | 7,929 | $650.0K | 0.02% | +963+13.8% | Added |