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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.

Institutional holdersQ2 2022: 1,445 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ2 2022: $28.3B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2022.

Institutions holding PSX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First City Capital Management, Inc.0$00.00%−2,703−100.0%Sold out
American Trust Investment Advisors, LLC0$00.00%−2,590−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−2,572−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−2,556−100.0%Sold out
First Foundation Advisors0$00.00%−2,544−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−2,539−100.0%Sold out
Deroy & Devereaux Private Investment Counsel Inc0$00.00%−2,500−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−2,491−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−2,467−100.0%Sold out
Tranquility Partners, LLC0$00.00%−2,466−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−2,455−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−2,452−100.0%Sold out
B&D White Capital Company, LLC0$00.00%−2,432−100.0%Sold out
Canal Capital Management, LLC0$00.00%−2,403−100.0%Sold out
North Star Asset Management Inc0$00.00%−2,401−100.0%Sold out
Ipswich Investment Management Co., Inc.0$00.00%−2,400−100.0%Sold out
W.G. Shaheen & Associates DBA Whitney & Co0$00.00%−2,400−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−2,400−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−2,398−100.0%Sold out
Personal Capital Advisors Corp0$00.00%−2,388−100.0%Sold out
Greenwood Gearhart Inc0$00.00%−2,370−100.0%Sold out
Marietta Investment Partners LLC0$00.00%−2,360−100.0%Sold out
Saxon Interests, Inc.0$00.00%−2,363−100.0%Sold out
Angeles Wealth Management, LLC0$00.00%−2,358−100.0%Sold out
Hurlow Wealth Management Group, Inc.0$00.00%−2,335−100.0%Sold out
Chiron Capital Management, LLC0$00.00%−2,333−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−2,335−100.0%Sold out
Folger Nolan Fleming Douglas Capital Management, Inc0$00.00%−2,325−100.0%Sold out
Wade G W & Inc0$00.00%−2,315−100.0%Sold out
Covenant Asset Management, LLC0$00.00%−2,310−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−2,191−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−2,150−100.0%Sold out
Close Asset Management Ltd0$00.00%−2,356−100.0%Sold out
Sandy Cove Advisors, LLC0$00.00%−1,546−100.0%Sold out
Asset Dedication, LLC0$00.00%−1,397−100.0%Sold out
Freedman Financial Associates, Inc.0$00.00%−1,286−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−1,249−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−989−100.0%Sold out
TCWP LLC0$00.00%−825−100.0%Sold out
Herold Advisors, Inc.0$00.00%−800−100.0%Sold out
AIA Group Ltd0$00.00%−656−100.0%Sold out
AGF Investments LLC0$00.00%−498−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−466−100.0%Sold out
Godsey & Gibb Associates0$00.00%−450−100.0%Sold out
Klaas Financial Asset Advisors, LLC0$00.00%−392−100.0%Sold out
Dravo Bay LLC0$00.00%−296−100.0%Sold out
McCarthy Asset Management, Inc.0$00.00%−275−100.0%Sold out
Gibson Wealth Advisors LLC0$00.00%−225−100.0%Sold out
RPg Family Wealth Advisory, LLC0$00.00%−200−100.0%Sold out
Alaethes Wealth LLC0$00.00%−194−100.0%Sold out
Carroll Investors, Inc0$00.00%−200−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−161−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−142−100.0%Sold out
Foresight Capital Management Advisors, Inc.0$00.00%−125−100.0%Sold out
Goodwin Investment Advisory0$00.00%−119−100.0%Sold out
Cordant, Inc.0$00.00%−62−100.0%Sold out
NVWM, LLC0$00.00%−50−100.0%Sold out
Sawyer & Company, Inc0$00.00%−31−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−18−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−21−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−1−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Amalgamated Financial Corp.––––Not filed
PGGM Investments––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
People's United Financial, Inc.––––Not filed
Myriad Asset Management Ltd.––––Not filed
Palladium Partners LLC––––Not filed
IndexIQ Advisors LLC––––Not filed
Ferris Capital, LLC––––Not filed
Doheny Asset Management––––Not filed
Meristem Family Wealth, LLC––––Not filed
Verity Asset Management, Inc.––––Not filed
Azimuth Capital Management LLC––––Not filed
Barrett Asset Management, LLC––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed
Kings Point Capital Management––––Not filed