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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 7,993 | $655.0K | 0.27% | +704+9.7% | Added |
| Wimmer Associates 1, LLC | 8,054 | $660.0K | 0.43% | −290−3.5% | Reduced |
| Forum Financial Management, LP | 8,128 | $666.0K | 0.03% | +1,509+22.8% | Added |
| Bank Ozk | 8,182 | $671.0K | 0.34% | −124−1.5% | Reduced |
| Peoples Bank | 8,185 | $671.0K | 0.41% | +155+1.9% | Added |
| Matthew Goff Investment Advisor, LLC | 8,191 | $672.0K | 0.18% | 00.0% | Unchanged |
| True North Advisors, LLC | 8,225 | $674.0K | 0.21% | +292+3.7% | Added |
| Dana Investment Advisors, Inc. | 8,263 | $677.0K | 0.03% | +8,263 | New |
| BerganKDV Wealth Management, LLC | 8,295 | $680.0K | 0.08% | −203−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 8,319 | $682.0K | 0.14% | 00.0% | Unchanged |
| Colony Group LLC | 8,317 | $682.0K | 0.01% | +558+7.2% | Added |
| Banco BTG Pactual S.A. | 8,362 | $686.0K | 0.44% | +8,362 | New |
| Edge Capital Group, LLC | 8,400 | $689.0K | 0.07% | −12−0.1% | Reduced |
| Verdence Capital Advisors LLC | 8,426 | $691.0K | 0.09% | −14−0.2% | Reduced |
| Patten Group, Inc. | 8,480 | $700.0K | 0.22% | +276+3.4% | Added |
| North Star Investment Management Corp. | 8,551 | $701.0K | 0.06% | +40.0% | Added |
| CoreCommodity Management, LLC | 8,575 | $703.0K | 0.18% | −97−1.1% | Reduced |
| RFG Advisory, LLC | 8,445 | $707.0K | 0.04% | +1,840+27.9% | Added |
| Castleark Management LLC | 8,648 | $709.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,031 | $709.0K | 0.09% | +218+2.8% | Added |
| Penobscot Investment Management Company, Inc. | 8,664 | $710.0K | 0.12% | −410−4.5% | Reduced |
| Searle & Co. | 8,675 | $711.0K | 0.28% | +3,000+52.9% | Added |
| Marion Wealth Management | 8,687 | $712.0K | 0.37% | −2,743−24.0% | Reduced |
| Bank of Hawaii | 8,708 | $714.0K | 0.05% | −180−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 8,735 | $716.0K | 0.06% | +388+4.6% | Added |
| CAPROCK Group, Inc. | 8,758 | $718.0K | 0.07% | +1,204+15.9% | Added |
| Belpointe Asset Management LLC | 8,782 | $720.0K | 0.05% | +698+8.6% | Added |
| First National Bank & Trust Co of Newtown | 8,788 | $721.0K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,790 | $721.0K | 0.08% | +3,862+78.4% | Added |
| Allstate Corp | 8,841 | $725.0K | 0.02% | +3,739+73.3% | Added |
| Karpas Strategies, LLC | 8,903 | $730.0K | 0.26% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,897 | $730.0K | 0.10% | +1,955+28.2% | Added |
| Confluence Wealth Services, Inc. | 8,281 | $731.0K | 0.32% | +226+2.8% | Added |
| NewEdge Wealth, LLC | 8,952 | $734.0K | 0.03% | +4,813+116.3% | Added |
| Wealthsource Partners, LLC | 9,038 | $741.0K | 0.05% | −202−2.2% | Reduced |
| Rowland & Co Investment Counsel | 9,096 | $745.8K | 0.19% | −60−0.7% | Reduced |
| Empirical Finance, LLC | 9,113 | $747.0K | 0.10% | +609+7.2% | Added |
| American Trust | 9,187 | $753.0K | 0.06% | +1,649+21.9% | Added |
| Nwam LLC | 9,355 | $753.0K | 0.07% | +3,044+48.2% | Added |
| Delta Financial Advisors LLC | 9,206 | $755.0K | 0.38% | +20.0% | Added |
| Mystic Asset Management, Inc. | 9,269 | $759.0K | 0.46% | +35+0.4% | Added |
| Invst, LLC | 8,908 | $763.0K | 0.12% | +2,987+50.4% | Added |
| Lee Danner & Bass Inc | 9,371 | $768.0K | 0.08% | −4,383−31.9% | Reduced |
| Jacobi Capital Management LLC | 9,387 | $769.0K | 0.10% | +103+1.1% | Added |
| First National Trust Co | 9,396 | $770.0K | 0.04% | +40+0.4% | Added |
| Citizens Financial Group Inc | 9,401 | $771.0K | 0.03% | +169+1.8% | Added |
| Haverford Trust Co | 9,445 | $774.0K | 0.01% | +400+4.4% | Added |
| Snowden Capital Advisors LLC | 9,469 | $776.0K | 0.03% | +240+2.6% | Added |
| V Wealth Advisors LLC | 9,474 | $777.0K | 0.15% | +159+1.7% | Added |
| Parcion Private Wealth LLC | 9,218 | $779.0K | 0.08% | +106+1.2% | Added |
| USA Financial Portformulas Corp | 9,504 | $779.0K | 0.97% | +9,504 | New |
| Dixon Hubard Feinour & Brown Inc | 9,548 | $783.0K | 0.09% | −202−2.1% | Reduced |
| Dearborn Partners LLC | 9,576 | $785.0K | 0.03% | −323−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 9,557 | $786.0K | 0.02% | −36,965−79.5% | Reduced |
| Summit Financial, LLC | 9,669 | $792.7K | 0.07% | −41−0.4% | Reduced |
| Stevens Capital Management LP | 9,675 | $793.0K | 0.55% | −15,028−60.8% | Reduced |
| Boenning & Scattergood, Inc. | 9,678 | $793.0K | 0.15% | +10.0% | Added |
| Cannell Peter B & Co Inc | 9,705 | $796.0K | 0.03% | −774−7.4% | Reduced |
| Investors Research Corp | 9,723 | $797.0K | 0.24% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,754 | $800.0K | 0.37% | +1,174+13.7% | Added |
| Valeo Financial Advisors, LLC | 9,767 | $801.0K | 0.05% | +314+3.3% | Added |
| Stillwater Investment Management, LLC | 9,779 | $802.0K | 0.24% | −281−2.8% | Reduced |
| Miller Howard Investments Inc | 10,019 | $821.0K | 0.03% | +671+7.2% | Added |
| Adirondack Trust Co | 10,039 | $823.0K | 0.44% | +252+2.6% | Added |
| Longfellow Investment Management Co LLC | 10,211 | $838.0K | 0.18% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 10,283 | $843.0K | 0.45% | +303+3.0% | Added |
| Resources Management Corp | 10,305 | $845.0K | 0.14% | −10−0.1% | Reduced |
| Fortem Financial Group, LLC | 10,315 | $846.0K | 0.55% | +10,315 | New |
| Moneta Group Investment Advisors LLC | 10,343 | $848.0K | 0.03% | +6,442+165.1% | Added |
| Credit Agricole S A | 10,370 | $850.0K | 0.03% | −3,368−24.5% | Reduced |
| Eudaimonia Partners, LLC | 10,406 | $853.0K | 0.16% | +906+9.5% | Added |
| Steel Peak Wealth Management LLC | 10,413 | $854.0K | 0.06% | −2,400−18.7% | Reduced |
| Bradley Foster & Sargent Inc | 10,474 | $859.0K | 0.02% | +450+4.5% | Added |
| Hennessy Advisors Inc | 10,500 | $861.0K | 0.05% | +2,400+29.6% | Added |
| Full Sail Capital, LLC | 10,519 | $862.0K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,517 | $862.0K | 0.01% | +4,179+65.9% | Added |
| Harbor Investment Advisory, LLC | 10,521 | $863.0K | 0.14% | +1,047+11.1% | Added |
| SeaCrest Wealth Management, LLC | 10,647 | $873.0K | 0.11% | +4,438+71.5% | Added |
| Basepoint Wealth LLC | 10,676 | $875.3K | 0.91% | −3,368−24.0% | Reduced |
| 17 Capital Partners, LLC | 10,720 | $879.0K | 1.11% | −95−0.9% | Reduced |
| Independent Financial Group, LLC | 10,753 | $881.7K | 0.09% | −35,118−76.6% | Reduced |
| Avidian Wealth Solutions, LLC | 10,752 | $882.0K | 0.06% | +31+0.3% | Added |
| Clearbridge Investments, LLC | 10,847 | $889.0K | 0.00% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,868 | $891.0K | 0.01% | −925−7.8% | Reduced |
| Diversified Trust Co | 10,877 | $892.0K | 0.04% | −2,494−18.7% | Reduced |
| Wetherby Asset Management Inc | 10,905 | $894.0K | 0.06% | −1,254−10.3% | Reduced |
| Tiedemann Advisors, LLC | 10,937 | $896.0K | 0.07% | −5,733−34.4% | Reduced |
| Jeppson Wealth Management, LLC | 10,972 | $900.0K | 0.39% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 11,000 | $902.0K | 0.64% | 00.0% | Unchanged |
| HYA Advisors, Inc | 11,082 | $909.0K | 0.36% | +89+0.8% | Added |
| Duality Advisers, LP | 11,101 | $910.0K | 0.09% | −36,981−76.9% | Reduced |
| Csenge Advisory Group | 11,159 | $915.0K | 0.08% | +3,510+45.9% | Added |
| Veriti Management LLC | 11,158 | $915.0K | 0.13% | +3,789+51.4% | Added |
| Epoch Investment Partners, Inc. | 11,204 | $919.0K | 0.01% | +1,942+21.0% | Added |
| Apollon Wealth Management, LLC | 11,245 | $922.0K | 0.08% | −2,186−16.3% | Reduced |
| Martingale Asset Management L P | 11,275 | $925.0K | 0.02% | +1,795+18.9% | Added |
| Kesler, Norman & Wride, LLC | 11,538 | $946.0K | 0.26% | +69+0.6% | Added |
| Paragon Capital Management LLC | 11,556 | $948.0K | 0.56% | +108+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 11,588 | $950.0K | 0.26% | −7,239−38.5% | Reduced |
| Fairfield, Bush & Co. | 11,675 | $957.0K | 0.56% | +930+8.7% | Added |