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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 471 | $39.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 477 | $39.0K | 0.04% | +59+14.1% | Added |
| AlphaMark Advisors, LLC | 475 | $39.0K | 0.02% | +475 | New |
| Pin Oak Investment Advisors Inc | 469 | $38.0K | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 465 | $38.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 451 | $37.0K | 0.01% | −25−5.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 450 | $37.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 449 | $36.8K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $36.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 439 | $36.0K | 0.02% | +439 | New |
| First PREMIER Bank | 435 | $35.0K | 0.01% | −266−37.9% | Reduced |
| Oakworth Capital, Inc. | 426 | $35.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 419 | $35.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 393 | $33.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 362 | $31.0K | 0.01% | +160+79.2% | Added |
| Norwood Financial Corp | 360 | $30.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 326 | $29.0K | 0.02% | −350−51.8% | Reduced |
| Worth Asset Management, LLC | 351 | $29.0K | 0.02% | +1+0.3% | Added |
| Accel Wealth Management | 357 | $29.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 348 | $29.0K | 0.02% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 346 | $28.0K | 0.02% | +346 | New |
| GoalVest Advisory LLC | 343 | $28.0K | 0.02% | +343 | New |
| Bellwether Advisors, LLC | 325 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 303 | $25.0K | 0.01% | −154−33.7% | Reduced |
| Private Ocean, LLC | 315 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $25.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $25.0K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 300 | $25.0K | 0.02% | +300 | New |
| Lee Financial Co | 294 | $24.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 278 | $22.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 267 | $22.0K | 0.00% | +117+78.0% | Added |
| First Community Trust NA | 248 | $20.0K | 0.02% | −86−25.7% | Reduced |
| Mascoma Wealth Management LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $20.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 238 | $20.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 237 | $19.0K | 0.01% | 00.0% | Unchanged |
| Win Advisors, Inc | 217 | $18.0K | 0.04% | −2,006−90.2% | Reduced |
| First Financial Corp | 220 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 218 | $18.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 210 | $17.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 211 | $17.0K | 0.00% | −48−18.5% | Reduced |
| Earnest Partners LLC | 211 | $17.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 199 | $16.0K | 0.01% | +15+8.2% | Added |
| Hallmark Capital Management Inc | 200 | $16.0K | 0.00% | +200 | New |
| Coston, McIsaac & Partners | 200 | $16.0K | 0.01% | +200 | New |
| Silvant Capital Management LLC | 186 | $15.0K | 0.00% | −11,187−98.4% | Reduced |
| Arrow Financial Corp | 175 | $15.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 179 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 165 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 171 | $14.0K | 0.00% | +38+28.6% | Added |
| Byrne Asset Management LLC | 173 | $14.0K | 0.01% | +60+53.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 157 | $13.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 163 | $13.0K | 0.01% | +2+1.2% | Added |
| SOA Wealth Advisors, LLC. | 159 | $13.0K | 0.00% | +1+0.6% | Added |
| Strategic Asset Management, LLC | 141 | $12.0K | 0.02% | −99−41.3% | Reduced |
| Burleson & Company, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 143 | $12.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 147 | $12.0K | 0.01% | +22+17.6% | Added |
| New Millennium Group LLC | 147 | $12.0K | 0.01% | +147 | New |
| Glen Eagle Advisors, LLC | 145 | $11.9K | 0.00% | +68+88.3% | Added |
| Baldwin Brothers Inc | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 129 | $11.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 139 | $11.0K | 0.01% | +139 | New |
| Stephens Consulting, LLC | 133 | $10.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 118 | $10.0K | 0.01% | +118 | New |
| Bell Investment Advisors, Inc | 119 | $10.0K | 0.00% | +119 | New |
| First Bank & Trust | 114 | $9.00K | 0.00% | −22−16.2% | Reduced |
| Assetmark, Inc | 111 | $9.00K | 0.00% | −20−15.3% | Reduced |
| Roble, Belko & Company, Inc | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 113 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $9.00K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 115 | $9.00K | 0.00% | +31+36.9% | Added |
| Tilia Fiduciary Partners, Inc. | 115 | $9.00K | 0.01% | +46+66.7% | Added |
| Wagner Wealth Management, LLC | 105 | $9.00K | 0.01% | +105 | New |
| American State Bank (Iowa) | 105 | $8.61K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $8.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 103 | $8.00K | 0.00% | +9+9.6% | Added |
| Northern Oak Wealth Management Inc | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $8.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Castleview Partners, LLC | 200 | $7.28K | 0.01% | +95+90.5% | Added |
| Charter Oak Capital Management, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $7.00K | 0.00% | +18+25.7% | Added |
| Rockbridge Investment Management, LCC | 80 | $6.56K | 0.00% | −93−53.8% | Reduced |
| Raffa Wealth Management, LLC | 76 | $6.23K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 77 | $6.00K | 0.00% | −77−50.0% | Reduced |
| HighMark Wealth Management LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 69 | $5.66K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 63 | $5.17K | 0.00% | 00.0% | Unchanged |