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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 3,830 | $314.0K | 0.43% | +3,830 | New |
| Goodman Financial Corp | 3,813 | $313.0K | 0.10% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,819 | $313.0K | 0.01% | +107+2.9% | Added |
| Old Point Trust & Financial Services N A | 3,823 | $313.0K | 0.14% | +800+26.5% | Added |
| Callahan Advisors, LLC | 3,800 | $312.0K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,789 | $311.0K | 0.06% | +370+10.8% | Added |
| Shay Capital LLC | 3,772 | $309.0K | 0.16% | −15,296−80.2% | Reduced |
| JT Stratford LLC | 3,763 | $309.0K | 0.10% | +430+12.9% | Added |
| American Research & Management Co. | 3,755 | $308.0K | 0.08% | 00.0% | Unchanged |
| Ern LLC | 3,750 | $307.0K | 0.34% | +3,750 | New |
| EverSource Wealth Advisors, LLC | 3,733 | $306.0K | 0.08% | −38−1.0% | Reduced |
| Corbyn Investment Management Inc | 3,714 | $305.0K | 0.12% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,684 | $302.0K | 0.39% | −177−4.6% | Reduced |
| Welch Group, LLC | 3,685 | $302.0K | 0.02% | +14+0.4% | Added |
| PFG Advisors | 3,683 | $302.0K | 0.03% | +268+7.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,673 | $301.0K | 0.19% | −642−14.9% | Reduced |
| Foster & Motley Inc | 3,666 | $301.0K | 0.03% | −13−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,654 | $300.0K | 0.04% | −156−4.1% | Reduced |
| Kolinsky Wealth Management, LLC | 3,654 | $300.0K | 0.35% | +343+10.4% | Added |
| Investors Asset Management of Georgia Inc | 3,652 | $299.0K | 0.16% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,630 | $298.0K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,630 | $297.0K | 0.01% | −1,229−25.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,606 | $296.0K | 0.01% | −20,479−85.0% | Reduced |
| Dodge & Cox | 3,600 | $295.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,600 | $295.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,402 | $294.0K | 0.00% | +3,402 | New |
| Joel Isaacson & Co., LLC | 3,570 | $293.0K | 0.02% | +12+0.3% | Added |
| Montecito Bank & Trust | 3,555 | $291.0K | 0.07% | +3,555 | New |
| Harbor Advisors LLC | 3,541 | $290.0K | 0.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,532 | $290.0K | 0.03% | +23+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,539 | $290.0K | 0.01% | +286+8.8% | Added |
| Cookson Peirce & Co Inc | 3,532 | $290.0K | 0.02% | +3,532 | New |
| Vectors Research Management, LLC | 3,528 | $289.0K | 0.07% | −63−1.8% | Reduced |
| HNP Capital LLC | 3,528 | $289.0K | 0.08% | −63−1.8% | Reduced |
| Athena Investment Management | 3,523 | $289.0K | 0.23% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,430 | $289.0K | 0.16% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,481 | $285.0K | 0.03% | +253+7.8% | Added |
| Telemetry Investments, L.L.C. | 3,478 | $285.0K | 0.43% | +3,478 | New |
| Private Portfolio Partners LLC | 3,474 | $284.9K | 0.08% | −773−18.2% | Reduced |
| Your Advocates Ltd., LLP | 3,459 | $284.0K | 0.17% | −617−15.1% | Reduced |
| Busey Wealth Management | 3,435 | $282.0K | 0.01% | −881−20.4% | Reduced |
| Jmac Enterprises LLC | 3,435 | $282.0K | 0.07% | −200−5.5% | Reduced |
| Spinnaker Trust | 3,441 | $282.0K | 0.02% | −20−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $282.0K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,456 | $282.0K | 0.07% | +172+5.2% | Added |
| CoreFirst Bank & Trust | 3,445 | $282.0K | 0.22% | +300+9.5% | Added |
| Quadrant Capital Group LLC | 3,445 | $282.0K | 0.04% | +535+18.4% | Added |
| Tolleson Wealth Management, Inc. | 3,425 | $281.0K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,416 | $280.0K | 0.02% | +85+2.6% | Added |
| First National Advisers, LLC | 3,403 | $279.0K | 0.58% | +3,403 | New |
| Roosevelt Investment Group LLC | 3,376 | $277.0K | 0.02% | +56+1.7% | Added |
| Ballew Advisors, Inc | 3,520 | $276.0K | 0.25% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,342 | $274.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,331 | $273.0K | 0.02% | −210−5.9% | Reduced |
| Gamble Jones Investment Counsel | 3,330 | $273.0K | 0.02% | +3+0.1% | Added |
| Excalibur Management Corp | 3,318 | $272.0K | 0.14% | −233−6.6% | Reduced |
| Ahrens Investment Partners LLC | 3,323 | $272.0K | 0.12% | −200−5.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,318 | $272.0K | 0.03% | +210+6.8% | Added |
| Independent Solutions Wealth Management, LLC | 3,309 | $271.3K | 0.08% | +3,309 | New |
| WBH Advisory Inc | 3,298 | $270.0K | 0.04% | −99−2.9% | Reduced |
| Proequities, Inc. | 3,295 | $270.0K | 0.02% | +369+12.6% | Added |
| DuPont Capital Management Corp | 3,284 | $269.0K | 0.01% | +1,234+60.2% | Added |
| Chicago Trust Co NA | 3,253 | $267.0K | 0.07% | −98−2.9% | Reduced |
| Paragon Capital Management Ltd | 3,251 | $267.0K | 0.07% | +3,251 | New |
| Blue Edge Capital, LLC | 3,251 | $266.5K | 0.06% | +4+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,231 | $265.0K | 0.04% | +738+29.6% | Added |
| Ontario Teachers Pension Plan Board | 3,225 | $264.0K | 0.00% | −3,399−51.3% | Reduced |
| Aptus Capital Advisors, LLC | 3,207 | $263.0K | 0.01% | +482+17.7% | Added |
| MSH Capital Advisors LLC | 3,200 | $262.4K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,197 | $262.0K | 0.12% | −481−13.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,200 | $262.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 3,201 | $262.0K | 0.02% | +3,201 | New |
| Wealthcare Advisory Partners LLC | 3,177 | $261.0K | 0.02% | +495+18.5% | Added |
| Brighton Jones LLC | 3,158 | $259.0K | 0.01% | +671+27.0% | Added |
| AdvisorNet Financial, Inc | 3,144 | $258.0K | 0.03% | +350+12.5% | Added |
| Foundations Investment Advisors, LLC | 3,241 | $258.0K | 0.01% | +3,241 | New |
| Beaton Management Co. Inc. | 3,131 | $257.0K | 0.18% | −75−2.3% | Reduced |
| Thrive Wealth Management, LLC | 3,126 | $256.0K | 0.09% | −135−4.1% | Reduced |
| Whalerock Point Partners, LLC | 3,119 | $256.0K | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,118 | $256.0K | 0.04% | +458+17.2% | Added |
| Pendal Group Limited | 3,100 | $254.0K | 0.00% | −3,345−51.9% | Reduced |
| Pflug Koory, LLC | 3,095 | $254.0K | 0.15% | +10.0% | Added |
| Capital Analysts, LLC | 3,100 | $254.0K | 0.02% | +100+3.3% | Added |
| Sutton Wealth Advisors Inc. | 3,089 | $253.3K | 0.10% | +544+21.4% | Added |
| M&R Capital Management Inc | 3,088 | $253.0K | 0.07% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,087 | $253.0K | 0.21% | +3,087 | New |
| Kanawha Capital Management LLC | 3,074 | $252.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,078 | $252.0K | 0.05% | +3,078 | New |
| Cadinha & Co LLC | 3,065 | $251.0K | 0.06% | +250+8.9% | Added |
| E&G Advisors, LP | 3,052 | $250.0K | 0.08% | −300−8.9% | Reduced |
| CoreCap Advisors, LLC | 3,050 | $250.0K | 0.02% | +448+17.2% | Added |
| First National Bank of South Miami | 3,035 | $249.0K | 0.17% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,868 | $249.0K | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,032 | $248.0K | 0.03% | +113+3.9% | Added |
| Murphy Pohlad Asset Management LLC | 3,015 | $247.0K | 0.11% | −800−21.0% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $246.0K | 0.24% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,994 | $245.0K | 0.05% | +185+6.6% | Added |
| Davidson Trust Co | 2,976 | $244.0K | 0.22% | −260−8.0% | Reduced |
| Axxcess Wealth Management, LLC | 2,963 | $243.0K | 0.02% | −128−4.1% | Reduced |
| Trust Co of Vermont | 2,965 | $243.0K | 0.02% | +48+1.6% | Added |