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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 1,610 | $132.0K | 0.09% | +300+22.9% | Added |
| Evoke Wealth, LLC | 1,610 | $132.0K | 0.00% | +713+79.5% | Added |
| Harvest Fund Management Co., Ltd | 1,579 | $129.0K | 0.04% | +1,164+280.5% | Added |
| Tompkins Financial Corp | 1,544 | $127.0K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,505 | $123.0K | 0.02% | +2+0.1% | Added |
| ACG Wealth | 1,498 | $123.0K | 0.03% | +1,498 | New |
| HHM Wealth Advisors, LLC | 1,489 | $122.0K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,492 | $122.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,472 | $120.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,466 | $120.0K | 0.01% | +1,466 | New |
| First Eagle Investment Management, LLC | 1,455 | $119.0K | 0.00% | +5+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,448 | $119.0K | 0.07% | +256+21.5% | Added |
| JJJ Advisors Inc. | 1,330 | $118.0K | 0.04% | +53+4.2% | Added |
| Avion Wealth | 1,411 | $116.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,372 | $113.0K | 0.02% | +207+17.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $111.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,349 | $110.0K | 0.01% | −2,601−65.8% | Reduced |
| JNBA Financial Advisors | 1,313 | $108.0K | 0.02% | −29−2.2% | Reduced |
| Enterprise Trust & Investment Co | 1,282 | $105.0K | 0.04% | +82+6.8% | Added |
| Johnson Financial Group, Inc. | 1,257 | $103.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,240 | $101.0K | 0.08% | +115+10.2% | Added |
| Financial Management Professionals, Inc. | 1,222 | $100.0K | 0.02% | +45+3.8% | Added |
| Neo Ivy Capital Management | 1,208 | $99.0K | 0.27% | −4,310−78.1% | Reduced |
| First Horizon Advisors, Inc. | 1,198 | $98.0K | 0.00% | +160+15.4% | Added |
| Tradition Wealth Management, LLC | 1,176 | $96.0K | 0.01% | +1,099+1,427.3% | Added |
| Mechanics Financial Corp | 1,150 | $94.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,148 | $94.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,115 | $92.0K | 0.01% | +292+35.5% | Added |
| Hantz Financial Services, Inc. | 1,098 | $90.0K | 0.00% | −41−3.6% | Reduced |
| Global Retirement Partners, LLC | 1,089 | $89.0K | 0.01% | −92−7.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $87.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,043 | $86.0K | 0.07% | +402+62.7% | Added |
| Carolinas Wealth Consulting LLC | 1,041 | $85.0K | 0.02% | −213−17.0% | Reduced |
| Global Financial Private Client, LLC | 987 | $83.3K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,009 | $83.0K | 0.05% | −262−20.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,017 | $83.0K | 0.01% | +1,017 | New |
| BDO Wealth Advisors, LLC | 999 | $82.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $82.0K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 961 | $81.0K | 0.01% | −2,966−75.5% | Reduced |
| Highlander Capital Management, LLC | 991 | $81.0K | 0.04% | +300+43.4% | Added |
| Global Trust Asset Management, LLC | 964 | $79.0K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 954 | $78.0K | 0.03% | +304+46.8% | Added |
| Trust Co | 944 | $77.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 921 | $76.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 931 | $76.0K | 0.01% | +82+9.7% | Added |
| Hudock, Inc. | 915 | $75.0K | 0.03% | +3+0.3% | Added |
| Concord Wealth Partners | 913 | $75.0K | 0.02% | +37+4.2% | Added |
| Evermay Wealth Management LLC | 900 | $74.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 896 | $73.0K | 0.03% | −38−4.1% | Reduced |
| Ellis Investment Partners, LLC | 883 | $72.0K | 0.02% | +8+0.9% | Added |
| Stonebridge Capital Advisors LLC | 861 | $71.0K | 0.01% | −11−1.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 870 | $71.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 868 | $71.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $69.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 824 | $68.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 778 | $68.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 778 | $64.0K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $61.0K | 0.04% | −44−5.5% | Reduced |
| Versant Capital Management, Inc | 748 | $61.0K | 0.02% | −23−3.0% | Reduced |
| City State Bank | 746 | $61.0K | 0.04% | −20−2.6% | Reduced |
| Pittenger & Anderson Inc | 738 | $61.0K | 0.00% | +529+253.1% | Added |
| Beaird Harris Wealth Management, LLC | 734 | $60.0K | 0.02% | −2,926−79.9% | Reduced |
| Addison Advisors LLC | 707 | $58.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $57.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 698 | $57.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 696 | $57.0K | 0.01% | +14+2.1% | Added |
| Valley National Advisers Inc | 682 | $56.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 678 | $56.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 687 | $56.0K | 0.02% | +6+0.9% | Added |
| Arlington Partners LLC | 686 | $56.0K | 0.02% | +370+117.1% | Added |
| Clearview Wealth Advisors LLC | 661 | $54.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 660 | $54.0K | 0.01% | +88+15.4% | Added |
| Miller Wealth Advisors, LLC | 650 | $53.0K | 0.04% | +4+0.6% | Added |
| Duncker Streett & Co Inc | 640 | $52.0K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 634 | $52.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 632 | $52.0K | 0.01% | +38+6.4% | Added |
| Fieldpoint Private Securities, LLC | 610 | $50.0K | 0.01% | −1,192−66.1% | Reduced |
| Syverson Strege & Co | 604 | $50.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 590 | $48.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 588 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 588 | $48.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 584 | $48.0K | 0.04% | +584 | New |
| Capital Advisors, Ltd. LLC | 571 | $47.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 556 | $46.0K | 0.00% | −251−31.1% | Reduced |
| Creative Financial Designs Inc | 564 | $46.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 558 | $46.0K | 0.01% | +41+7.9% | Added |
| Parkside Financial Bank & Trust | 546 | $45.0K | 0.01% | −193−26.1% | Reduced |
| Coastal Capital Group, Inc. | 544 | $45.0K | 0.01% | −45−7.6% | Reduced |
| Tyler-Stone Wealth Management | 538 | $44.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 534 | $44.0K | 0.00% | +4+0.8% | Added |
| Sierra Capital LLC | 534 | $44.0K | 0.01% | −1−0.2% | Reduced |
| Endurance Wealth Management, Inc. | 530 | $43.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 521 | $43.0K | 0.01% | +521 | New |
| CVA Family Office, LLC | 518 | $42.0K | 0.01% | −65−11.1% | Reduced |
| MV Capital Management, Inc. | 513 | $42.0K | 0.01% | +8+1.6% | Added |
| Siena Capital LLC | 505 | $41.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 502 | $41.0K | 0.01% | +70+16.2% | Added |
| Castle Wealth Management LLC | 493 | $40.0K | 0.02% | +493 | New |
| Archer Investment Corp | 479 | $39.3K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 475 | $39.0K | 0.03% | −10−2.1% | Reduced |