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 |
|---|---|---|---|---|---|
| Albion Financial Group | 66 | $5.00K | 0.00% | −2,400−97.3% | Reduced |
| Exchange Traded Concepts, LLC | 64 | $5.00K | 0.00% | −2,038−97.0% | Reduced |
| Delos Wealth Advisors, LLC | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 59 | $5.00K | 0.00% | +5+9.3% | Added |
| Karlinski Andrew C | 59 | $5.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 60 | $5.00K | 0.00% | +60 | New |
| Webster Bank, N. A. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $4.00K | 0.00% | +50+5,000.0% | Added |
| Cypress Capital Management LLC (WY) | 50 | $4.00K | 0.01% | +50 | New |
| Bradley & Co. Private Wealth Management, LLC | 44 | $4.00K | 0.00% | +44 | New |
| Lake Point Wealth Management | 35 | $3.00K | 0.00% | −137−79.7% | Reduced |
| Cedar Mountain Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 28 | $2.30K | 0.00% | −5,475−99.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 22 | $2.00K | 0.00% | +1+4.8% | Added |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $2.00K | 0.00% | +28 | New |
| Insight Inv LLC | 19 | $2.00K | 0.00% | +19 | New |
| Column Capital Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 15 | $1.00K | 0.00% | +15 | New |
| Exane Derivatives | 10 | $820 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $170 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $163 | 0.00% | – | – |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4 | $0 | 0.00% | +4 | New |
| Artemis Wealth Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 1,591 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,476 | – | – | −282−16.0% | Reduced |
| First Reserve GP XIII Ltd | 0 | $0 | 0.00% | −2,145,678−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,273,646−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −362,436−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −307,624−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −237,273−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −224,624−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −191,378−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −144,629−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −136,816−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −112,693−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −89,967−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Adams Asset Advisors, LLC | 0 | $0 | 0.00% | −71,195−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −67,250−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −39,124−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −34,697−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,349−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −26,507−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −21,708−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −20,658−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −20,147−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −17,637−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −15,287−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −12,634−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,102−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −11,997−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −7,449−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,227−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,794−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,669−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −31,445−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −3,851−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| APCM Wealth Management for Individuals | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Asset Management Corp | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Apriem Advisors | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |