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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Petrus Trust Company, LTA | 4,888 | $401.0K | 0.06% | +4,888 | New |
| Jackson Hole Capital Partners, LLC | 4,874 | $400.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Flputnam Investment Management Co | 4,844 | $397.0K | 0.01% | −1,167−19.4% | Reduced |
| 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 |
| KCM Investment Advisors LLC | 4,814 | $395.0K | 0.02% | +1,076+28.8% | Added |
| Eqis Capital Management, Inc. | 4,806 | $394.0K | 0.04% | −2,465−33.9% | Reduced |
| 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 |
| HighPoint Advisor Group LLC | 4,916 | $391.0K | 0.04% | +4,916 | New |
| 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 |
| 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 |
| 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 |
| Benjamin Edwards Inc | 4,717 | $387.0K | 0.11% | −1,748−27.0% | Reduced |
| Transform Wealth, LLC | 4,711 | $386.0K | 0.06% | −205−4.2% | Reduced |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 4,330 | $382.3K | 0.00% | −900−17.2% | Reduced |
| Aldebaran Financial Inc. | 4,715 | $382.0K | 0.42% | −100−2.1% | Reduced |
| Mill Capital Management, LLC | 4,647 | $381.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Tradewinds, LLC. | 4,617 | $379.0K | 0.26% | +4,617 | New |
| 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 |
| Pathstone Family Office, LLC | 4,607 | $377.8K | 0.01% | +4,607 | New |
| OneAscent Financial Services LLC | 4,603 | $377.0K | 0.17% | +4,603 | New |
| Means Investment Co., Inc. | 4,569 | $375.0K | 0.08% | +5+0.1% | 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 |
| J2 Capital Management Inc | 4,449 | $365.0K | 0.56% | +147+3.4% | Added |
| Estabrook Capital Management | 4,433 | $363.5K | 0.06% | −88−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 4,412 | $362.0K | 0.04% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 4,409 | $361.0K | 0.41% | −8,147−64.9% | Reduced |
| 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 |
| Boston Private Wealth LLC | 4,373 | $359.0K | 0.01% | +923+26.8% | Added |
| 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 |
| 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 |
| Naviter Wealth, LLC | 4,296 | $352.0K | 0.14% | +4,296 | New |
| 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 |
| Evergreen Capital Management LLC | 4,257 | $349.0K | 0.02% | −625−12.8% | Reduced |
| 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 |
| 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 |
| Jackson Creek Investment Advisors LLC | 3,786 | $337.0K | 0.14% | −847−18.3% | Reduced |
| 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 |
| Sheaff Brock Investment Advisors, LLC | 4,085 | $335.0K | 0.04% | +14+0.3% | Added |
| Freestone Capital Holdings, LLC | 4,056 | $333.0K | 0.01% | −608−13.0% | Reduced |
| Horizon Investments, LLC | 4,050 | $332.0K | 0.01% | +163+4.2% | Added |
| John G Ullman & Associates Inc | 4,030 | $330.0K | 0.05% | 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 |
| 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 |
| Mayflower Financial Advisors, LLC | 3,955 | $324.0K | 0.05% | +96+2.5% | Added |
| Ameritas Advisory Services, LLC | 3,940 | $323.0K | 0.02% | −49−1.2% | Reduced |
| 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 |
| 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 |
| Capital Investment Advisors, LLC | 3,888 | $319.0K | 0.01% | +102+2.7% | Added |
| Sunbelt Securities, Inc. | 3,879 | $318.0K | 0.07% | −165−4.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,866 | $317.0K | 0.02% | −2,713−41.2% | Reduced |
| Loveless Wealth Management LLC | 3,859 | $316.0K | 0.21% | +49+1.3% | Added |
| Trust Co of Oklahoma | 3,852 | $315.8K | 0.15% | 00.0% | Unchanged |
| 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 |
| Blackston Financial Advisory Group, LLC | 3,812 | $314.0K | 0.21% | +3,812 | New |