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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 113,587 | $9.31M | 0.07% | −43,610−27.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 112,534 | $9.23M | 3.11% | −850−0.7% | Reduced |
| Arosa Capital Management LP | 110,000 | $9.02M | 3.98% | +110,000 | New |
| Weiss Multi-Strategy Advisers LLC | 107,015 | $8.77M | 0.27% | +67,196+168.8% | Added |
| Mercer Global Advisors Inc | 106,710 | $8.75M | 0.05% | −1,006−0.9% | Reduced |
| Adams Natural Resources Fund, Inc. | 106,675 | $8.75M | 1.60% | +6,100+6.1% | Added |
| Skba Capital Management LLC | 104,710 | $8.59M | 1.72% | +9,850+10.4% | Added |
| Calamos Advisors LLC | 103,875 | $8.52M | 0.04% | +2,797+2.8% | Added |
| Illinois Municipal Retirement Fund | 102,915 | $8.44M | 0.20% | +51,926+101.8% | Added |
| Wesbanco Bank Inc | 102,403 | $8.40M | 0.37% | −334−0.3% | Reduced |
| Acadian Asset Management LLC | 101,212 | $8.30M | 0.04% | +55,678+122.3% | Added |
| Yaupon Capital Management LP | 100,000 | $8.20M | 2.88% | +71,829+255.0% | Added |
| Richard C. Young & CO., LTD. | 99,800 | $8.18M | 1.06% | +2,085+2.1% | Added |
| Great Lakes Advisors, LLC | 99,562 | $8.16M | 0.16% | −3,341−3.2% | Reduced |
| Greystone Financial Group, LLC | 98,632 | $8.09M | 2.52% | +98,632 | New |
| Walleye Trading LLC | 98,315 | $8.06M | 0.19% | +98,315 | New |
| Macquarie Group Ltd | 98,005 | $8.04M | 0.01% | −9,123−8.5% | Reduced |
| Aristotle Atlantic Partners, LLC | 96,641 | $7.92M | 0.61% | +5,199+5.7% | Added |
| Yousif Capital Management, LLC | 96,584 | $7.92M | 0.10% | −2,900−2.9% | Reduced |
| Bollard Group LLC | 94,024 | $7.71M | 0.31% | −6,297−6.3% | Reduced |
| Atlantic Union Bankshares Corp | 93,991 | $7.71M | 0.79% | +3,879+4.3% | Added |
| Allspring Global Investments Holdings, LLC | 92,392 | $7.57M | 0.01% | −27,864−23.2% | Reduced |
| Heritage Investors Management Corp | 91,847 | $7.53M | 0.35% | −3,305−3.5% | Reduced |
| Raymond James Trust N.A. | 91,328 | $7.49M | 0.27% | −217−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,098 | $7.47M | 0.02% | +27,285+42.8% | Added |
| ING Groep NV | 90,533 | $7.42M | 0.09% | −65,395−41.9% | Reduced |
| Mattern Capital Management, LLC | 89,961 | $7.38M | 1.46% | −5,889−6.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 88,896 | $7.29M | 2.22% | +2,711+3.1% | Added |
| Gyroscope Capital Management Group, LLC | 87,910 | $7.21M | 2.49% | −7,497−7.9% | Reduced |
| Utah Retirement Systems | 85,767 | $7.03M | 0.11% | +2,500+3.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $7.03M | 0.11% | −8,434−9.0% | Reduced |
| Foundry Partners, LLC | 85,390 | $7.00M | 0.42% | +85,390 | New |
| Comerica Bank | 81,392 | $6.95M | 0.06% | +3,815+4.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,469 | $6.76M | 0.07% | +7,551+10.1% | Added |
| IFM Investors Pty Ltd | 81,192 | $6.66M | 0.12% | +15,093+22.8% | Added |
| StoneX Group Inc. | 80,940 | $6.64M | 0.81% | +80,940 | New |
| Gulf International Bank (UK) Ltd | 78,418 | $6.63M | 0.12% | +165+0.2% | Added |
| Wintrust Investments LLC | 80,630 | $6.61M | 0.79% | +593+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 80,404 | $6.59M | 0.04% | −16,143−16.7% | Reduced |
| Pacific Heights Asset Management LLC | 80,000 | $6.56M | 0.67% | 00.0% | Unchanged |
| Opus Investment Management Inc | 79,689 | $6.53M | 1.41% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 79,680 | $6.53M | 0.27% | +79,680 | New |
| Annex Advisory Services, LLC | 79,565 | $6.52M | 0.47% | +2,152+2.8% | Added |
| New York Life Investment Management LLC | 78,247 | $6.42M | 0.07% | +78,247 | New |
| First American Trust, FSB | 78,113 | $6.41M | 1.01% | +78,113 | New |
| Mount Yale Investment Advisors, LLC | 75,776 | $6.21M | 0.78% | −8,636−10.2% | Reduced |
| Twin Tree Management, LP | 74,813 | $6.13M | 0.11% | +74,813 | New |
| Bryn Mawr Trust Co | 74,670 | $6.12M | 0.28% | −366−0.5% | Reduced |
| Marco Investment Management LLC | 74,346 | $6.10M | 0.71% | −86−0.1% | Reduced |
| D.A. Davidson & Co. | 73,099 | $5.99M | 0.08% | +622+0.9% | Added |
| Fort Point Capital Partners LLC | 71,609 | $5.87M | 1.05% | −100.0% | Reduced |
| RPG Investment Advisory, LLC | 71,543 | $5.87M | 1.19% | −580−0.8% | Reduced |
| Fractal Investments LLC | 71,505 | $5.86M | 1.93% | −11,115−13.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 71,407 | $5.86M | 0.26% | +28,410+66.1% | Added |
| Bank of Nova Scotia | 71,049 | $5.83M | 0.01% | −13,159−15.6% | Reduced |
| Osborne Partners Capital Management, LLC | 70,172 | $5.75M | 0.44% | −52,365−42.7% | Reduced |
| United Services Automobile Association | 70,180 | $5.75M | 0.15% | +17,129+32.3% | Added |
| Schroder Investment Management Group | 67,794 | $5.73M | 0.01% | +24,937+58.2% | Added |
| FourThought Financial, LLC | 69,738 | $5.72M | 0.84% | +3,737+5.7% | Added |
| Visionary Wealth Advisors | 69,465 | $5.70M | 0.51% | +5,595+8.8% | Added |
| Kestra Private Wealth Services, LLC | 68,739 | $5.64M | 0.32% | +44,776+186.9% | Added |
| ExodusPoint Capital Management, LP | 68,319 | $5.60M | 0.08% | −16,728−19.7% | Reduced |
| Geneos Wealth Management Inc. | 65,378 | $5.51M | 0.27% | +4,122+6.7% | Added |
| Foundation Resource Management Inc | 66,853 | $5.48M | 0.98% | −50−0.1% | Reduced |
| DT Investment Partners, LLC | 65,932 | $5.41M | 0.80% | −540−0.8% | Reduced |
| Mutual of America Capital Management LLC | 65,576 | $5.38M | 0.07% | +3,139+5.0% | Added |
| Kestra Advisory Services, LLC | 65,318 | $5.36M | 0.06% | +13,317+25.6% | Added |
| Sequoia Financial Advisors, LLC | 65,211 | $5.35M | 0.15% | +14,019+27.4% | Added |
| Texas Permanent School Fund | 63,546 | $5.21M | 0.08% | +2,861+4.7% | Added |
| AXA S.A. | 63,491 | $5.21M | 0.02% | −92,089−59.2% | Reduced |
| Royal Fund Management, LLC | 62,093 | $5.09M | 0.85% | +1,055+1.7% | Added |
| Jump Financial, LLC | 62,004 | $5.08M | 0.22% | +42,378+215.9% | Added |
| Congress Wealth Management LLC | 61,372 | $5.03M | 0.13% | +203+0.3% | Added |
| Montgomery Investment Management Inc | 61,152 | $5.01M | 2.03% | −700−1.1% | Reduced |
| Fifth Third Bancorp | 60,892 | $4.99M | 0.02% | −806−1.3% | Reduced |
| Janus Henderson Group PLC | 60,121 | $4.93M | 0.00% | −28,501−32.2% | Reduced |
| CIBC Asset Management Inc | 59,905 | $4.91M | 0.02% | +12,025+25.1% | Added |
| AE Wealth Management LLC | 59,526 | $4.88M | 0.04% | −8,674−12.7% | Reduced |
| Alley Investment Management Company, LLC | 59,228 | $4.86M | 0.92% | +240+0.4% | Added |
| Country Club Bank | 56,573 | $4.79M | 0.44% | −5,682−9.1% | Reduced |
| ARGI Investment Services, LLC | 58,163 | $4.77M | 0.16% | +5,529+10.5% | Added |
| Beck Bode, LLC | 58,053 | $4.76M | 1.01% | +26,069+81.5% | Added |
| Tocqueville Asset Management L.P. | 57,954 | $4.75M | 0.09% | +51,388+782.6% | Added |
| CIBC Private Wealth Group, LLC | 57,612 | $4.72M | 0.01% | −173−0.3% | Reduced |
| Navellier & Associates Inc | 57,528 | $4.72M | 1.01% | +2,672+4.9% | Added |
| Intact Investment Management Inc. | 57,100 | $4.68M | 0.15% | +12,400+27.7% | Added |
| Vontobel Holding Ltd. | 55,358 | $4.68M | 0.05% | −94,364−63.0% | Reduced |
| Buckingham Capital Management, Inc. | 56,899 | $4.67M | 0.87% | +934+1.7% | Added |
| Advisory Services Network, LLC | 56,401 | $4.63M | 0.16% | +13,888+32.7% | Added |
| Sompo Asset Management Co., Ltd. | 55,915 | $4.58M | 1.16% | −9,450−14.5% | Reduced |
| Commerce Bank | 55,822 | $4.58M | 0.04% | +2,422+4.5% | Added |
| British Columbia Investment Management Corp | 55,727 | $4.57M | 0.04% | −18,390−24.8% | Reduced |
| D L Carlson Investment Group Inc | 55,642 | $4.56M | 0.96% | −27,487−33.1% | Reduced |
| Berger Financial Group, Inc | 55,021 | $4.51M | 0.66% | +10.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 54,599 | $4.48M | 0.02% | +2,483+4.8% | Added |
| Nissay Asset Management Corp | 54,188 | $4.44M | 0.04% | +4,034+8.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 53,784 | $4.41M | 1.00% | −2,839−5.0% | Reduced |
| Cary Street Partners Asset Management LLC | 53,517 | $4.39M | 1.03% | +1,016+1.9% | Added |
| Brick & Kyle, Associates | 53,541 | $4.38M | 2.46% | +44,416+486.8% | Added |
| Nkcfo LLC | 53,200 | $4.36M | 1.54% | 00.0% | Unchanged |