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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 52,932 | $4.34M | 0.09% | −175−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 52,664 | $4.32M | 0.21% | +9,273+21.4% | Added |
| Simmons Bank | 52,594 | $4.31M | 0.38% | +5,913+12.7% | Added |
| SG Americas Securities, LLC | 52,554 | $4.31M | 0.06% | +25,132+91.6% | Added |
| L & S Advisors Inc | 52,262 | $4.29M | 0.72% | −33,595−39.1% | Reduced |
| GWM Advisors LLC | 52,095 | $4.27M | 0.07% | +6,481+14.2% | Added |
| Cerity Partners LLC | 52,171 | $4.26M | 0.05% | +18,512+55.0% | Added |
| Scotia Capital Inc. | 51,884 | $4.25M | 0.03% | +43,678+532.3% | Added |
| Mackenzie Financial Corp | 51,731 | $4.24M | 0.01% | +5,798+12.6% | Added |
| Altrius Capital Management Inc | 50,696 | $4.16M | 1.35% | +50,696 | New |
| Virtu Financial LLC | 50,263 | $4.12M | 0.35% | +50,263 | New |
| Hendley & Co Inc | 50,230 | $4.12M | 1.76% | −1,652−3.2% | Reduced |
| Meyer Handelman Co | 50,172 | $4.11M | 0.18% | −3,000−5.6% | Reduced |
| Rothschild Investment Corp | 50,141 | $4.11M | 0.38% | +532+1.1% | Added |
| RBF Capital, LLC | 50,000 | $4.10M | 0.29% | 00.0% | Unchanged |
| Xponance, Inc. | 49,511 | $4.06M | 0.08% | +18,245+58.4% | Added |
| Avantax Advisory Services, Inc. | 49,224 | $4.04M | 0.06% | −710−1.4% | Reduced |
| Umb Bank N A | 49,114 | $4.03M | 0.06% | −700−1.4% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 48,292 | $3.96M | 0.08% | −110,463−69.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 48,100 | $3.94M | 0.06% | −5,500−10.3% | Reduced |
| Huntington National Bank | 47,888 | $3.93M | 0.04% | +159+0.3% | Added |
| Man Group plc | – | $3.89M | 0.02% | – | – |
| MUFG Americas Holdings Corp | 47,268 | $3.88M | 0.09% | +628+1.3% | Added |
| Van Eck Associates Corp | 47,068 | $3.86M | 0.01% | +27,932+146.0% | Added |
| Beacon Financial Group | 44,703 | $3.84M | 0.57% | −378−0.8% | Reduced |
| Public Sector Pension Investment Board | 46,276 | $3.79M | 0.03% | −19,159−29.3% | Reduced |
| Mirador Capital Partners LP | 46,215 | $3.79M | 0.89% | +225+0.5% | Added |
| Hartford Investment Management Co | 46,073 | $3.78M | 0.12% | +1,916+4.3% | Added |
| Disciplined Investments, LLC | 45,922 | $3.77M | 1.70% | −19,118−29.4% | Reduced |
| Brown Advisory Inc | 45,809 | $3.76M | 0.01% | −3,194−6.5% | Reduced |
| Providence Capital Advisors, LLC | 45,409 | $3.72M | 1.08% | +2,474+5.8% | Added |
| United Capital Financial Advisers, LLC | 45,327 | $3.72M | 0.02% | −1,480−3.2% | Reduced |
| Rodgers Brothers Inc. | 45,123 | $3.70M | 0.73% | −630−1.4% | Reduced |
| Varma Mutual Pension Insurance Co | 45,056 | $3.69M | 0.06% | +9,408+26.4% | Added |
| Atria Investments LLC | 44,868 | $3.68M | 0.08% | +8,992+25.1% | Added |
| USS Investment Management Ltd | 44,595 | $3.66M | 0.04% | −27,918−38.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,176 | $3.62M | 0.04% | −515,282−92.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,052 | $3.61M | 0.09% | +4,128+10.3% | Added |
| Ameritas Investment Partners, Inc. | 44,062 | $3.61M | 0.16% | −9,207−17.3% | Reduced |
| Telos Capital Management, Inc. | 43,969 | $3.60M | 0.55% | +144+0.3% | Added |
| Ancora Advisors, LLC | 43,847 | $3.60M | 0.10% | −4,504−9.3% | Reduced |
| Wolverine Trading, LLC | 42,395 | $3.59M | 0.11% | +36,983+683.4% | Added |
| IFP Advisors, Inc | 29,785 | $3.58M | 0.12% | −26,518−47.1% | Reduced |
| Venture Visionary Partners LLC | 43,372 | $3.56M | 0.27% | +2,757+6.8% | Added |
| Brookstone Capital Management | 43,258 | $3.55M | 0.08% | +1,703+4.1% | Added |
| Adell Harriman & Carpenter Inc | 43,253 | $3.55M | 0.43% | +14,886+52.5% | Added |
| Westpac Banking Corp | 43,062 | $3.53M | 0.05% | +4,398+11.4% | Added |
| Stratos Wealth Advisors, LLC | 43,031 | $3.53M | 0.32% | −365−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 43,037 | $3.53M | 0.09% | +7,935+22.6% | Added |
| Viking Fund Management LLC | 43,000 | $3.53M | 0.82% | −33,000−43.4% | Reduced |
| Park Avenue Securities LLC | 42,984 | $3.52M | 0.07% | +3,629+9.2% | Added |
| Wealthfront Advisers LLC | 42,862 | $3.51M | 0.02% | +40.0% | Added |
| Level Four Advisory Services, LLC | 42,833 | $3.51M | 0.33% | −699−1.6% | Reduced |
| CIBC World Markets Inc. | 42,656 | $3.50M | 0.01% | +35,420+489.5% | Added |
| Cetera Advisor Networks LLC | 42,563 | $3.49M | 0.04% | +3,077+7.8% | Added |
| HM Payson & Co | 42,371 | $3.47M | 0.09% | +1,092+2.6% | Added |
| Alaska Permanent Fund Corp | 42,152 | $3.46M | 0.05% | +42,152 | New |
| Sovereign Investment Advisors, LLC | 42,129 | $3.45M | 1.50% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 42,036 | $3.45M | 2.26% | −14,461−25.6% | Reduced |
| Strategic Global Advisors, LLC | 42,017 | $3.44M | 0.53% | +5,348+14.6% | Added |
| Texas Yale Capital Corp. | 41,908 | $3.44M | 0.22% | +265+0.6% | Added |
| First National Bank of Omaha | 41,576 | $3.41M | 0.21% | −981−2.3% | Reduced |
| Stolper Co | 41,435 | $3.40M | 1.59% | +121+0.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 41,344 | $3.39M | 1.17% | −460−1.1% | Reduced |
| Salem Investment Counselors Inc | 41,089 | $3.37M | 0.15% | +20,739+101.9% | Added |
| WBI Investments | 41,051 | $3.37M | 0.73% | +30,026+272.3% | Added |
| Simplex Trading, LLC | 40,623 | $3.33M | 0.11% | +40,623 | New |
| FIL Ltd | 40,184 | $3.29M | 0.00% | +18,933+89.1% | Added |
| Chatham Capital Group, Inc. | 40,108 | $3.29M | 0.74% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 40,088 | $3.29M | 0.77% | +29,006+261.7% | Added |
| Regency Capital Management Inc. | 39,835 | $3.27M | 3.51% | +7,332+22.6% | Added |
| Prospera Financial Services Inc | 39,526 | $3.24M | 0.17% | +23,925+153.4% | Added |
| Jefferies Group LLC | 39,383 | $3.23M | 0.09% | +39,383 | New |
| Securian Asset Management, Inc | 38,977 | $3.20M | 0.08% | +870+2.3% | Added |
| Alta Capital Management LLC | 38,646 | $3.17M | 0.23% | −1,944−4.8% | Reduced |
| First American Bank | 38,526 | $3.16M | 0.32% | +2,476+6.9% | Added |
| Colonial Trust Advisors | 38,463 | $3.15M | 0.44% | +629+1.7% | Added |
| Regentatlantic Capital LLC | 38,415 | $3.15M | 0.10% | +1,030+2.8% | Added |
| Elo Mutual Pension Insurance Co | 37,842 | $3.10M | 0.10% | +128+0.3% | Added |
| Oregon Public Employees Retirement Fund | 37,718 | $3.09M | 0.05% | +155+0.4% | Added |
| Kingsview Wealth Management, LLC | 37,575 | $3.08M | 0.15% | +248+0.7% | Added |
| Shorepoint Capital Partners LLC | 37,424 | $3.07M | 1.30% | −276−0.7% | Reduced |
| Maryland State Retirement & Pension System | 37,049 | $3.04M | 0.10% | +1,397+3.9% | Added |
| Federated Hermes, Inc. | 36,974 | $3.03M | 0.01% | +13,531+57.7% | Added |
| King Luther Capital Management Corp | 36,806 | $3.02M | 0.02% | +18,417+100.2% | Added |
| Farmers & Merchants Investments Inc | 36,377 | $2.98M | 0.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 36,167 | $2.96M | 0.06% | −1,698−4.5% | Reduced |
| Kentucky Retirement Systems | 35,707 | $2.93M | 0.12% | +5,886+19.7% | Added |
| Inscription Capital, LLC | 35,673 | $2.92M | 0.53% | +24,473+218.5% | Added |
| Gateway Investment Advisers LLC | 35,635 | $2.92M | 0.03% | +304+0.9% | Added |
| Private Advisor Group, LLC | 35,607 | $2.92M | 0.03% | +2,108+6.3% | Added |
| Alpha Omega Wealth Management LLC | 35,195 | $2.89M | 0.52% | −2,842−7.5% | Reduced |
| Norinchukin Bank, The | 35,168 | $2.88M | 0.06% | −8,745−19.9% | Reduced |
| Pinnacle Associates Ltd | 35,066 | $2.88M | 0.06% | −3,352−8.7% | Reduced |
| NewSquare Capital LLC | 34,919 | $2.86M | 0.37% | +2,936+9.2% | Added |
| Cipher Capital LP | 34,839 | $2.86M | 0.65% | +34,839 | New |
| Y-Intercept (Hong Kong) Ltd | 34,789 | $2.85M | 0.37% | +1,173+3.5% | Added |
| McDonald Partners LLC | 34,769 | $2.85M | 0.73% | −1,122−3.1% | Reduced |
| Candriam Luxembourg S.C.A. | 34,510 | $2.83M | 0.02% | −6,143−15.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,453 | $2.83M | 0.05% | +5,750+20.0% | Added |