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 |
|---|---|---|---|---|---|
| SFMG, LLC | 2,966 | $243.0K | 0.03% | +2,966 | New |
| Atlas Capital Advisors LLC | 2,933 | $240.5K | 0.04% | +165+6.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $240.0K | 0.13% | 00.0% | Unchanged |
| Quilter Plc | 2,928 | $240.0K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,933 | $240.0K | 0.14% | +18+0.6% | Added |
| First Citizens Bank & Trust Co | 2,921 | $240.0K | 0.01% | +68+2.4% | Added |
| IFG Advisory, LLC | 2,933 | $239.0K | 0.03% | −528−15.3% | Reduced |
| Natixis Investment Managers International | 2,922 | $239.0K | 0.00% | +2,922 | New |
| CWA Asset Management Group, LLC | 2,906 | $238.0K | 0.02% | +2,906 | New |
| West Paces Advisors Inc. | 2,896 | $237.4K | 0.08% | −130−4.3% | Reduced |
| Trust Co of Virginia | 2,890 | $237.0K | 0.03% | +476+19.7% | Added |
| Quantinno Capital Management LP | 2,896 | $237.0K | 0.03% | +2,896 | New |
| Leisure Capital Management | 2,882 | $236.0K | 0.12% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,863 | $236.0K | 0.21% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,879 | $236.0K | 0.04% | +78+2.8% | Added |
| CWS Financial Advisors, LLC | 2,875 | $236.0K | 0.11% | +102+3.7% | Added |
| Stamos Capital Partners, L.P. | 2,880 | $236.0K | 0.07% | +2,880 | New |
| Little House Capital LLC | 2,866 | $235.0K | 0.13% | −98−3.3% | Reduced |
| Aries Wealth Management | 2,868 | $235.0K | 0.11% | +2,868 | New |
| Pinnacle Private Wealth, LLC | 2,833 | $232.0K | 0.09% | −708−20.0% | Reduced |
| MJP Associates Inc | 2,834 | $232.0K | 0.07% | +2,834 | New |
| TrinityPoint Wealth, LLC | 2,816 | $231.0K | 0.05% | +2+0.1% | Added |
| Magnus Financial Group LLC | 2,801 | $230.0K | 0.04% | +414+17.3% | Added |
| HCR Wealth Advisors | 2,791 | $229.0K | 0.05% | +12+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,796 | $229.0K | 0.01% | +71+2.6% | Added |
| Manchester Capital Management LLC | 2,784 | $228.0K | 0.04% | −2,959−51.5% | Reduced |
| LBMC Investment Advisors, LLC | 2,753 | $226.0K | 0.02% | +10.0% | Added |
| Lake Street Financial LLC | 2,762 | $226.0K | 0.05% | +2,762 | New |
| Orion Portfolio Solutions, LLC | 2,747 | $225.0K | 0.01% | −708−20.5% | Reduced |
| Staley Capital Advisers Inc | 2,740 | $225.0K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,736 | $224.0K | 0.17% | +5+0.2% | Added |
| Northwest Bancshares, Inc. | 2,726 | $224.0K | 0.05% | +200+7.9% | Added |
| Bell Bank | 2,721 | $223.0K | 0.03% | +378+16.1% | Added |
| Port Capital LLC | 2,706 | $222.0K | 0.02% | −87−3.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $222.0K | 0.09% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,695 | $221.0K | 0.11% | −28−1.0% | Reduced |
| CFO4Life Group, LLC | 2,661 | $220.0K | 0.05% | +44+1.7% | Added |
| Plancorp, LLC | 2,669 | $219.0K | 0.01% | −165−5.8% | Reduced |
| Monetary Management Group Inc | 2,677 | $219.0K | 0.07% | 00.0% | Unchanged |
| SBB Research Group LLC | 2,671 | $219.0K | 0.09% | +25+0.9% | Added |
| Everhart Financial Group, Inc. | 2,676 | $219.0K | 0.13% | +2,676 | New |
| Chilton Capital Management LLC | 2,663 | $218.0K | 0.01% | −293−9.9% | Reduced |
| Solidarilty Wealth, LLC | 2,444 | $218.0K | 0.12% | −401−14.1% | Reduced |
| Gables Capital Management Inc. | 2,652 | $217.0K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,633 | $216.0K | 0.07% | −32−1.2% | Reduced |
| Good Life Advisors, LLC | 2,602 | $213.0K | 0.03% | −18−0.7% | Reduced |
| Chemung Canal Trust Co | 2,584 | $212.0K | 0.05% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,581 | $212.0K | 0.24% | −50−1.9% | Reduced |
| Verus Capital Partners, LLC | 2,603 | $212.0K | 0.04% | +2,603 | New |
| Moller Financial Services | 2,568 | $211.0K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,571 | $211.0K | 0.08% | +2,571 | New |
| Modera Wealth Management, LLC | 2,559 | $210.0K | 0.01% | −444−14.8% | Reduced |
| Minot Wealth Management LLC | 2,560 | $210.0K | 0.05% | +2,560 | New |
| Canvas Wealth Advisors, LLC | 2,546 | $209.0K | 0.08% | −171−6.3% | Reduced |
| First Financial Bank - Trust Division | 2,548 | $209.0K | 0.03% | −50−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $208.0K | 0.02% | +67+2.7% | Added |
| Change Path, LLC | 2,528 | $208.0K | 0.01% | +135+5.6% | Added |
| Plimoth Trust Co LLC | 2,526 | $207.0K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,508 | $206.0K | 0.01% | +2,508 | New |
| Susquehanna International Group Ltd. | 2,515 | $206.0K | 0.05% | +2,515 | New |
| LCNB Corp | 2,501 | $205.0K | 0.11% | −170−6.4% | Reduced |
| Soltis Investment Advisors LLC | 2,498 | $205.0K | 0.03% | +80+3.3% | Added |
| Acima Private Wealth, LLC | 2,500 | $205.0K | 0.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,490 | $204.0K | 0.04% | −9,354−79.0% | Reduced |
| KLCM Advisors, Inc. | 2,491 | $204.0K | 0.05% | +2,491 | New |
| X-Square Capital, LLC | 2,478 | $203.0K | 0.12% | +121+5.1% | Added |
| Pinnacle Family Advisors, LLC | 2,472 | $203.0K | 0.17% | +2,472 | New |
| Beach Investment Counsel Inc | 2,460 | $202.0K | 0.03% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 2,446 | $201.0K | 0.11% | −50−2.0% | Reduced |
| Bray Capital Advisors | 2,447 | $201.0K | 0.06% | +16+0.7% | Added |
| Quantbot Technologies LP | 2,448 | $200.0K | 0.02% | −52,774−95.6% | Reduced |
| Allegheny Financial Group LTD | 2,442 | $200.0K | 0.09% | +2+0.1% | Added |
| Montag A & Associates Inc | 2,409 | $198.0K | 0.01% | +66+2.8% | Added |
| Carmichael Hill & Associates, Inc. | 2,350 | $193.0K | 0.11% | −81−3.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2,349 | $193.0K | 0.03% | −23−1.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,320 | $190.0K | 0.02% | −3,006−56.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,316 | $190.0K | 0.00% | −1,300−36.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,299 | $188.0K | 0.17% | +8+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 2,298 | $188.0K | 0.06% | +720+45.6% | Added |
| Laurel Wealth Advisors LLC | 2,266 | $186.0K | 0.05% | +345+18.0% | Added |
| Swiss Life Asset Management Ltd | 2,232 | $183.7K | 0.00% | −4,163−65.1% | Reduced |
| Lindbrook Capital, LLC | 2,220 | $182.0K | 0.03% | −694−23.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,181 | $179.0K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,178 | $178.6K | 0.03% | −100−4.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,996 | $178.0K | 0.18% | +1,996 | New |
| Brown Brothers Harriman & Co | 2,066 | $169.0K | 0.00% | +110+5.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,031 | $167.0K | 0.03% | −281−12.2% | Reduced |
| Jones Financial Companies LLLP | 2,037 | $167.0K | 0.00% | −6−0.3% | Reduced |
| Zullo Investment Group, Inc. | 2,018 | $165.0K | 0.10% | −29−1.4% | Reduced |
| Front Row Advisors LLC | 1,979 | $162.0K | 0.08% | +35+1.8% | Added |
| Lazard Asset Management LLC | 1,920 | $157.0K | 0.00% | +1,920 | New |
| Wellington Shields Capital Management, LLC | 1,892 | $155.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,837 | $150.6K | 0.09% | +1,837 | New |
| Wellington Shields & Co., LLC | 1,832 | $150.0K | 0.04% | +1,832 | New |
| Central Bank & Trust Co | 1,776 | $146.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,767 | $145.0K | 0.04% | −50−2.8% | Reduced |
| Vestor Capital, LLC | 1,715 | $141.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,704 | $140.0K | 0.05% | −7,738−82.0% | Reduced |
| Motco | 1,689 | $138.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $137.0K | 0.05% | 00.0% | Unchanged |