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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 11,728 | $962.0K | 0.06% | −45−0.4% | Reduced |
| Pavion Blue Capital, LLC | 11,748 | $963.0K | 0.65% | −256−2.1% | Reduced |
| Evercore Wealth Management, LLC | 11,774 | $965.0K | 0.02% | −116−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 11,814 | $969.0K | 0.10% | +1,470+14.2% | Added |
| Exeter Financial, LLC | 11,825 | $970.0K | 0.54% | +175+1.5% | Added |
| Buckingham Strategic Wealth, LLC | 11,865 | $973.0K | 0.02% | +442+3.9% | Added |
| DCM Advisors, LLC | 11,920 | $978.0K | 0.42% | −794−6.2% | Reduced |
| Smith, Moore & Co. | 11,963 | $981.0K | 0.15% | −409−3.3% | Reduced |
| Guyasuta Investment Advisors Inc | 11,961 | $981.0K | 0.08% | −237−1.9% | Reduced |
| Park Circle Co | 12,000 | $984.0K | 0.95% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 12,003 | $984.0K | 0.12% | +861+7.7% | Added |
| BBR Partners, LLC | 12,032 | $987.0K | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 12,035 | $990.0K | 0.04% | +1,604+15.4% | Added |
| Bangor Savings Bank | 12,102 | $992.0K | 0.11% | −146−1.2% | Reduced |
| AlphaStar Capital Management, LLC | 12,204 | $1.00M | 0.09% | +2,470+25.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,226 | $1.00M | 0.00% | +5,629+85.3% | Added |
| Vestcor Inc | 12,245 | $1.00M | 0.04% | −44,304−78.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,264 | $1.01M | 0.02% | +7,751+171.7% | Added |
| Tiaa, FSB | 12,396 | $1.02M | 0.00% | −2,773−18.3% | Reduced |
| Parallel Advisors, LLC | 12,397 | $1.02M | 0.05% | +1,405+12.8% | Added |
| South State Corp. | 12,437 | $1.02M | 0.10% | +524+4.4% | Added |
| Bristol John W & Co Inc | 12,500 | $1.02M | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 12,511 | $1.03M | 0.41% | +12,511 | New |
| Ar Asset Management Inc | 12,600 | $1.03M | 0.29% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12,659 | $1.04M | 0.44% | −209−1.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,744 | $1.04M | 0.23% | −11−0.1% | Reduced |
| Strategic Advisors LLC | 12,820 | $1.05M | 0.22% | −1,505−10.5% | Reduced |
| Welch & Forbes LLC | 12,831 | $1.05M | 0.02% | +85+0.7% | Added |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.06M | 0.09% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 12,944 | $1.06M | 0.32% | −81−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,100 | $1.07M | 0.02% | +4,377+50.2% | Added |
| Ashton Thomas Private Wealth, LLC | 13,288 | $1.09M | 0.12% | +386+3.0% | Added |
| First Hawaiian Bank | 13,341 | $1.09M | 0.04% | −69−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,337 | $1.09M | 0.02% | −4,880−26.8% | Reduced |
| Bartlett & Co. LLC | 13,337 | $1.09M | 0.02% | −4,880−26.8% | Reduced |
| National Asset Management, Inc. | 13,401 | $1.10M | 0.05% | +259+2.0% | Added |
| FORA Capital, LLC | 13,414 | $1.10M | 0.22% | +904+7.2% | Added |
| Cowa, LLC | 13,520 | $1.11M | 0.64% | +2,654+24.4% | Added |
| Seeyond | 13,610 | $1.11M | 0.13% | +6,392+88.6% | Added |
| Americana Partners, LLC | 13,906 | $1.12M | 0.20% | +6,584+89.9% | Added |
| Fiduciary Trust Co | 13,791 | $1.13M | 0.02% | −999−6.8% | Reduced |
| Hancock Whitney Corp | 13,881 | $1.14M | 0.05% | −82−0.6% | Reduced |
| Logan Capital Management Inc | 13,889 | $1.14M | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13,909 | $1.14M | 0.01% | +4,021+40.7% | Added |
| Engineers Gate Manager LP | 14,073 | $1.15M | 0.04% | −53,277−79.1% | Reduced |
| Convergence Investment Partners, LLC | 14,101 | $1.16M | 0.70% | −3,711−20.8% | Reduced |
| Cypress Capital Group | 14,106 | $1.16M | 0.18% | −599−4.1% | Reduced |
| Stephens Inc | 14,117 | $1.16M | 0.02% | −509−3.5% | Reduced |
| Gries Financial LLC | 14,164 | $1.16M | 0.55% | +316+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 14,268 | $1.17M | 0.10% | +8,355+141.3% | Added |
| HB Wealth Management, LLC | 14,281 | $1.17M | 0.02% | +1,865+15.0% | Added |
| Fruth Investment Management | 13,445 | $1.18M | 0.32% | +400+3.1% | Added |
| Connecticut Wealth Management, LLC | 14,365 | $1.18M | 0.10% | +344+2.5% | Added |
| Moors & Cabot, Inc. | 14,383 | $1.18M | 0.08% | −160−1.1% | Reduced |
| Frontier Wealth Management LLC | 14,504 | $1.19M | 0.09% | −1,688−10.4% | Reduced |
| Terry L. Blaker | 14,508 | $1.19M | 0.12% | +283+2.0% | Added |
| Harbour Investment Management LLC | 14,560 | $1.19M | 0.72% | −400−2.7% | Reduced |
| Guardian Wealth Management, Inc. | 14,666 | $1.20M | 1.29% | +103+0.7% | Added |
| Arvest Trust Co N A | 14,697 | $1.21M | 0.08% | −5,292−26.5% | Reduced |
| Armor Investment Advisors, LLC | 14,841 | $1.22M | 0.79% | −584−3.8% | Reduced |
| Gsa Capital Partners LLP | 14,919 | $1.22M | 0.18% | +14,919 | New |
| Mountain Capital Investment Advisors, Inc | 14,887 | $1.23M | 0.61% | −541−3.5% | Reduced |
| Quadrature Capital Ltd | 15,033 | $1.23M | 0.05% | −24,453−61.9% | Reduced |
| STRS Ohio | 15,148 | $1.24M | 0.01% | −8,077−34.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 15,031 | $1.24M | 0.02% | +359+2.4% | Added |
| HAP Trading, LLC | 15,216 | $1.25M | 0.16% | +15,216 | New |
| Everett Harris & Co | 15,261 | $1.25M | 0.02% | −1,087−6.6% | Reduced |
| Dowling & Yahnke LLC | 15,277 | $1.25M | 0.06% | −814−5.1% | Reduced |
| Capital Advisors Inc | 15,430 | $1.26M | 0.04% | +4,399+39.9% | Added |
| Wealth Alliance Advisory Group, LLC | 15,455 | $1.27M | 0.60% | +874+6.0% | Added |
| Banque Cantonale Vaudoise | 15,602 | $1.28M | 0.07% | +7,900+102.6% | Added |
| Tower Bridge Advisors | 15,605 | $1.28M | 0.10% | 00.0% | Unchanged |
| Community Bank, N.A. | 15,620 | $1.28M | 0.18% | +525+3.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,611 | $1.28M | 0.89% | +599+4.0% | Added |
| Cresset Asset Management, LLC | 15,644 | $1.28M | 0.02% | −7,817−33.3% | Reduced |
| Cunning Capital Partners, LP | 15,800 | $1.29M | 1.00% | +15,800 | New |
| CWM, LLC | 15,916 | $1.30M | 0.01% | +1,831+13.0% | Added |
| BNC Wealth Management, LLC | 16,054 | $1.32M | 0.69% | +12,927+413.4% | Added |
| Strategic Wealth Partners, Ltd. | 16,179 | $1.33M | 0.29% | +1,118+7.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,198 | $1.33M | 0.01% | +1,055+7.0% | Added |
| Bowling Portfolio Management LLC | 16,276 | $1.33M | 0.34% | −359−2.2% | Reduced |
| Cobblestone Capital Advisors LLC | 16,412 | $1.35M | 0.10% | +30+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,437 | $1.35M | 0.12% | +2,627+19.0% | Added |
| Synovus Financial Corp | 16,492 | $1.35M | 0.02% | +235+1.4% | Added |
| Telemus Capital, LLC | 16,590 | $1.36M | 0.13% | +79+0.5% | Added |
| Sigma Planning Corp | 16,603 | $1.36M | 0.05% | +4,437+36.5% | Added |
| TBH Global Asset Management, LLC | 16,748 | $1.37M | 0.33% | +20.0% | Added |
| Dynamic Advisor Solutions LLC | 16,811 | $1.38M | 0.11% | +256+1.5% | Added |
| Northside Capital Management, LLC | 16,848 | $1.38M | 0.44% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 16,842 | $1.38M | 0.07% | +452+2.8% | Added |
| Azzad Asset Management Inc | 18,029 | $1.38M | 0.14% | +18,029 | New |
| Lincoln National Corp | 16,902 | $1.39M | 0.03% | +157+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 16,945 | $1.39M | 0.12% | +1,864+12.4% | Added |
| Sonora Investment Management Group, LLC | 16,966 | $1.39M | 0.13% | −790−4.4% | Reduced |
| Curbstone Financial Management Corp | 16,976 | $1.39M | 0.32% | −1,280−7.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,982 | $1.39M | 0.46% | −246−1.4% | Reduced |
| National Bank of Canada | 16,781 | $1.40M | 0.01% | +209+1.3% | Added |
| Bridgewater Associates, LP | 17,164 | $1.41M | 0.01% | +17,164 | New |
| Moser Wealth Advisors, LLC | 17,438 | $1.43M | 1.06% | −91−0.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,360 | $1.44M | 0.36% | −151−0.9% | Reduced |