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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 34,021 | $2.79M | 0.46% | −838−2.4% | Reduced |
| Daiwa Securities Group Inc. | 33,923 | $2.78M | 0.02% | +3,463+11.4% | Added |
| CIBC World Markets Corp | 33,586 | $2.75M | 0.03% | +5,137+18.1% | Added |
| Demars Financial Group, LLC | 33,476 | $2.75M | 1.56% | +4,058+13.8% | Added |
| Parallax Volatility Advisers, L.P. | 33,236 | $2.73M | 0.01% | +33,236 | New |
| Northeast Financial Consultants Inc | 33,200 | $2.72M | 0.19% | −8,104−19.6% | Reduced |
| Dakota Wealth Management | 32,842 | $2.69M | 0.25% | +1,951+6.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $2.67M | 0.00% | 00.0% | Unchanged |
| Canal Insurance CO | 32,500 | $2.67M | 0.78% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 32,493 | $2.66M | 0.11% | −1,354−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 32,453 | $2.66M | 0.16% | +32,453 | New |
| Chelsea Counsel Co | 20,990 | $2.63M | 1.35% | +14,186+208.5% | Added |
| Leavell Investment Management, Inc. | 32,082 | $2.63M | 0.20% | +1,826+6.0% | Added |
| Balentine LLC | 31,977 | $2.62M | 0.10% | +14,187+79.7% | Added |
| PDT Partners, LLC | 31,800 | $2.61M | 0.23% | −10,156−24.2% | Reduced |
| Louisiana State Employees Retirement System | 30,500 | $2.60M | 0.07% | +1,000+3.4% | Added |
| Martin Capital Partners, LLC | 31,719 | $2.60M | 1.23% | +31,719 | New |
| Wealth Advisory Solutions, LLC | 31,470 | $2.58M | 0.63% | +747+2.4% | Added |
| Virginia Wealth Management Group, Inc. | 31,318 | $2.57M | 2.47% | +801+2.6% | Added |
| Segall Bryant & Hamill, LLC | 31,242 | $2.56M | 0.03% | −2,104−6.3% | Reduced |
| Veritable, L.P. | 31,098 | $2.55M | 0.05% | −12,229−28.2% | Reduced |
| Profund Advisors LLC | 30,988 | $2.54M | 0.16% | −1,548−4.8% | Reduced |
| Marathon Capital Management | 30,671 | $2.52M | 0.81% | −964−3.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,312 | $2.48M | 0.84% | −40−0.1% | Reduced |
| Gotham Asset Management, LLC | 30,141 | $2.47M | 0.08% | −3,216−9.6% | Reduced |
| Caption Management, LLC | 29,900 | $2.45M | 0.22% | +29,900 | New |
| Bessemer Group Inc | 29,566 | $2.42M | 0.01% | +9,136+44.7% | Added |
| Riverview Capital Advisers, LLC | 29,534 | $2.42M | 1.34% | −3,420−10.4% | Reduced |
| Fundamentun, LLC | 29,498 | $2.42M | 0.46% | −168−0.6% | Reduced |
| Davenport & Co LLC | 29,183 | $2.39M | 0.02% | +53+0.2% | Added |
| Icon Advisers Inc | 29,000 | $2.38M | 0.55% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 28,976 | $2.38M | 0.10% | +104+0.4% | Added |
| Scissortail Wealth Management, LLC | 32,694 | $2.37M | 0.91% | −15,961−32.8% | Reduced |
| Leonteq Securities AG | 28,876 | $2.37M | 0.11% | +5,538+23.7% | Added |
| Central Trust Co | 28,773 | $2.36M | 0.08% | +22+0.1% | Added |
| Johnson Investment Counsel Inc | 28,786 | $2.36M | 0.03% | +2,038+7.6% | Added |
| Brinker Capital Investments, LLC | 28,597 | $2.35M | 0.04% | −1,670−5.5% | Reduced |
| Parsons Capital Management Inc | 28,566 | $2.34M | 0.21% | −442−1.5% | Reduced |
| Intech Investment Management LLC | 28,483 | $2.33M | 0.01% | +28,483 | New |
| Pinkerton Retirement Specialists, LLC | 28,452 | $2.33M | 0.71% | −4,957−14.8% | Reduced |
| Mount Lucas Management LP | 28,253 | $2.32M | 0.78% | +28,253 | New |
| Silvercrest Asset Management Group LLC | 28,103 | $2.30M | 0.02% | −64−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 27,897 | $2.29M | 0.10% | −218−0.8% | Reduced |
| Citizens National Bank Trust Department | 27,899 | $2.29M | 0.66% | +15,925+133.0% | Added |
| Verition Fund Management LLC | 27,716 | $2.27M | 0.05% | +13,396+93.5% | Added |
| CFM Wealth Partners LLC | 27,347 | $2.24M | 0.67% | −371−1.3% | Reduced |
| Unison Advisors LLC | 27,339 | $2.24M | 0.58% | +289+1.1% | Added |
| Dynamic Technology Lab Private Ltd | 27,228 | $2.23M | 0.25% | +27,228 | New |
| Shelton Capital Management | 27,196 | $2.23M | 0.10% | +340+1.3% | Added |
| FDx Advisors, Inc. | 27,185 | $2.23M | 0.08% | −2,051−7.0% | Reduced |
| Becker Capital Management Inc | 27,183 | $2.23M | 0.11% | −1,736−6.0% | Reduced |
| Prio Wealth Limited Partnership | 27,153 | $2.23M | 0.09% | −266−1.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 27,072 | $2.22M | 0.26% | +523+2.0% | Added |
| Ziegler Capital Management, LLC | 27,050 | $2.22M | 0.09% | −206−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 26,973 | $2.21M | 0.09% | +15,648+138.2% | Added |
| Jackson Square Capital, LLC | 26,682 | $2.19M | 0.92% | +26,682 | New |
| Principle Wealth Partners LLC | 26,646 | $2.19M | 0.26% | +241+0.9% | Added |
| SWS Partners | 26,598 | $2.18M | 1.84% | −3,063−10.3% | Reduced |
| Balyasny Asset Management LLC | 26,591 | $2.18M | 0.01% | −329,044−92.5% | Reduced |
| Prelude Capital Management, LLC | 26,445 | $2.17M | 0.11% | +13,997+112.4% | Added |
| Mattern Wealth Management LLC | 26,403 | $2.17M | 0.85% | +870+3.4% | Added |
| Tower Research Capital LLC (TRC) | 26,382 | $2.16M | 0.05% | −44,441−62.7% | Reduced |
| River Wealth Advisors LLC | 26,115 | $2.14M | 0.39% | +2,096+8.7% | Added |
| New Mexico Educational Retirement Board | 25,928 | $2.13M | 0.10% | −1,300−4.8% | Reduced |
| Garrison Asset Management, LLC | 25,703 | $2.11M | 1.41% | −198−0.8% | Reduced |
| TCG Advisory Services, LLC | 25,282 | $2.07M | 0.65% | +25,282 | New |
| Baxter Bros Inc | 25,243 | $2.07M | 0.37% | +3,167+14.3% | Added |
| Regions Financial Corp | 25,045 | $2.05M | 0.02% | −442−1.7% | Reduced |
| German American Bancorp, Inc. | 24,956 | $2.05M | 0.34% | −767−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 24,906 | $2.04M | 0.12% | −563−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 24,883 | $2.04M | 0.04% | −5,242−17.4% | Reduced |
| SevenBridge Financial Group, LLC | 24,814 | $2.03M | 0.82% | −576−2.3% | Reduced |
| Thrivent Financial for Lutherans | 24,790 | $2.03M | 0.01% | +4,216+20.5% | Added |
| GPS Wealth Strategies Group, LLC | 24,513 | $2.01M | 0.52% | +6,399+35.3% | Added |
| Thompson Siegel & Walmsley LLC | 24,399 | $2.00M | 0.03% | −7,973−24.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,360 | $2.00M | 0.07% | −532−2.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,357 | $2.00M | 1.22% | −114−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,362 | $2.00M | 0.04% | +1,064+4.6% | Added |
| Argyle Capital Management Inc. | 24,269 | $1.99M | 0.71% | 00.0% | Unchanged |
| Prudential PLC | 24,159 | $1.98M | 0.04% | −1,223−4.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 24,113 | $1.98M | 0.39% | −260,711−91.5% | Reduced |
| Gladstone Institutional Advisory LLC | 23,901 | $1.96M | 0.16% | −1,102−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 23,726 | $1.95M | 0.05% | +1,925+8.8% | Added |
| Winton Group Ltd | 23,328 | $1.91M | 0.10% | −8,126−25.8% | Reduced |
| TD Private Client Wealth LLC | 23,315 | $1.91M | 0.09% | +113+0.5% | Added |
| Green Square Capital Advisors LLC | 23,239 | $1.91M | 0.35% | +376+1.6% | Added |
| NorthCrest Asset Manangement, LLC | 23,164 | $1.90M | 0.10% | +23,164 | New |
| MAI Capital Management | 22,830 | $1.87M | 0.04% | +1,165+5.4% | Added |
| Arkadios Wealth Advisors | 22,811 | $1.87M | 0.28% | +3,451+17.8% | Added |
| Meeder Asset Management Inc | 22,767 | $1.87M | 0.11% | +6,089+36.5% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 22,634 | $1.86M | 1.45% | +2,327+11.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,554 | $1.85M | 0.04% | +888+4.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,541 | $1.85M | 1.72% | +1,432+6.8% | Added |
| TownSquare Capital, LLC | 22,495 | $1.84M | 0.05% | +650+3.0% | Added |
| Paloma Partners Management Co | 22,343 | $1.83M | 0.18% | −35,275−61.2% | Reduced |
| Corient Capital Partners, LLC | 22,206 | $1.82M | 0.14% | −288−1.3% | Reduced |
| City Holding Co | 22,080 | $1.81M | 0.34% | −430−1.9% | Reduced |
| Teamwork Financial Advisors, LLC | 22,054 | $1.81M | 0.39% | −19,217−46.6% | Reduced |
| LexAurum Advisors, LLC | 21,859 | $1.79M | 0.67% | −6,500−22.9% | Reduced |
| Bailard, Inc. | 21,664 | $1.78M | 0.07% | +5,629+35.1% | Added |