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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 21,431 | $1.76M | 0.08% | +484+2.3% | Added |
| Hodges Capital Management Inc. | 21,384 | $1.75M | 0.18% | +4,152+24.1% | Added |
| Aquatic Capital Management LLC | 21,300 | $1.75M | 0.57% | +19,600+1,152.9% | Added |
| Wilen Investment Management Corp. | 21,416 | $1.75M | 1.52% | −300−1.4% | Reduced |
| Patten & Patten Inc | 21,282 | $1.75M | 0.15% | +4,005+23.2% | Added |
| Neville Rodie & Shaw Inc | 21,172 | $1.74M | 0.16% | −200−0.9% | Reduced |
| Cardinal Capital Management | 21,094 | $1.73M | 0.40% | +474+2.3% | Added |
| Hiddenite Capital Partners LP | 21,022 | $1.72M | 2.44% | +21,022 | New |
| Wedbush Securities Inc | 21,003 | $1.72M | 0.09% | −5,458−20.6% | Reduced |
| Koshinski Asset Management, Inc. | 20,863 | $1.71M | 0.17% | +70.0% | Added |
| Hartford Financial Management Inc. | 20,794 | $1.71M | 0.47% | +33+0.2% | Added |
| Cetera Investment Advisers | 20,748 | $1.70M | 0.03% | +3,726+21.9% | Added |
| First Nebraska Trust Co | 20,591 | $1.69M | 0.22% | −50−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,530 | $1.69M | 0.03% | +2,192+12.0% | Added |
| Cheviot Value Management, LLC | 20,562 | $1.69M | 0.42% | +249+1.2% | Added |
| Somerset Trust Co | 20,519 | $1.68M | 0.74% | +287+1.4% | Added |
| Vident Investment Advisory, LLC | 20,431 | $1.68M | 0.05% | +3,924+23.8% | Added |
| Strategic Financial Services, Inc, | 20,310 | $1.67M | 0.14% | −948−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 19,983 | $1.64M | 0.09% | +6,367+46.8% | Added |
| Pinnacle Wealth Management, LLC | 19,817 | $1.63M | 2.28% | −4,115−17.2% | Reduced |
| Cetera Advisors LLC | 19,741 | $1.62M | 0.04% | +1,362+7.4% | Added |
| apricus wealth, LLC | 19,635 | $1.61M | 1.47% | −750−3.7% | Reduced |
| Mather Group, LLC. | 19,639 | $1.61M | 0.04% | +5,977+43.7% | Added |
| B. Riley Wealth Management, Inc. | 19,395 | $1.59M | 0.15% | +1,952+11.2% | Added |
| Toroso Investments, LLC | 19,299 | $1.58M | 0.06% | +11,558+149.3% | Added |
| Carret Asset Management, LLC | 19,240 | $1.58M | 0.22% | −400−2.0% | Reduced |
| Trustmark National Bank Trust Department | 19,133 | $1.57M | 0.14% | −7,253−27.5% | Reduced |
| Keystone Wealth Services, LLC | 19,118 | $1.57M | 0.70% | +50.0% | Added |
| Advisor Partners LLC | 18,895 | $1.55M | 0.11% | +1,859+10.9% | Added |
| Burney Co | 18,878 | $1.55M | 0.08% | +603+3.3% | Added |
| CSS LLC | 18,712 | $1.53M | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 18,584 | $1.52M | 0.07% | +6,429+52.9% | Added |
| Icon Wealth Partners, LLC | 18,431 | $1.51M | 0.18% | −48−0.3% | Reduced |
| Western Wealth Management, LLC | 18,425 | $1.51M | 0.09% | +2,990+19.4% | Added |
| Greylin Investment Mangement Inc | 18,352 | $1.50M | 0.29% | −1,000−5.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,340 | $1.50M | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.50M | 0.24% | 00.0% | Unchanged |
| Intrust Bank NA | 18,066 | $1.48M | 0.21% | +164+0.9% | Added |
| Financial Counselors Inc | 17,985 | $1.48M | 0.03% | +277+1.6% | Added |
| Citizens Business Bank | 17,955 | $1.47M | 0.21% | 00.0% | Unchanged |
| Auxier Asset Management | 17,912 | $1.47M | 0.26% | −150−0.8% | Reduced |
| Fernwood Investment Management, LLC | 17,880 | $1.47M | 0.63% | +100+0.6% | Added |
| HBK Sorce Advisory LLC | 17,568 | $1.44M | 0.11% | −4,086−18.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,360 | $1.44M | 0.36% | −151−0.9% | Reduced |
| Moser Wealth Advisors, LLC | 17,438 | $1.43M | 1.06% | −91−0.5% | Reduced |
| Bridgewater Associates, LP | 17,164 | $1.41M | 0.01% | +17,164 | New |
| National Bank of Canada | 16,781 | $1.40M | 0.01% | +209+1.3% | Added |
| Curbstone Financial Management Corp | 16,976 | $1.39M | 0.32% | −1,280−7.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,982 | $1.39M | 0.46% | −246−1.4% | Reduced |
| Sonora Investment Management Group, LLC | 16,966 | $1.39M | 0.13% | −790−4.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,945 | $1.39M | 0.12% | +1,864+12.4% | Added |
| Lincoln National Corp | 16,902 | $1.39M | 0.03% | +157+0.9% | Added |
| Azzad Asset Management Inc | 18,029 | $1.38M | 0.14% | +18,029 | New |
| Northside Capital Management, LLC | 16,848 | $1.38M | 0.44% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 16,842 | $1.38M | 0.07% | +452+2.8% | Added |
| Dynamic Advisor Solutions LLC | 16,811 | $1.38M | 0.11% | +256+1.5% | Added |
| TBH Global Asset Management, LLC | 16,748 | $1.37M | 0.33% | +20.0% | Added |
| Sigma Planning Corp | 16,603 | $1.36M | 0.05% | +4,437+36.5% | Added |
| Telemus Capital, LLC | 16,590 | $1.36M | 0.13% | +79+0.5% | Added |
| Synovus Financial Corp | 16,492 | $1.35M | 0.02% | +235+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,437 | $1.35M | 0.12% | +2,627+19.0% | Added |
| Cobblestone Capital Advisors LLC | 16,412 | $1.35M | 0.10% | +30+0.2% | Added |
| Bowling Portfolio Management LLC | 16,276 | $1.33M | 0.34% | −359−2.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,198 | $1.33M | 0.01% | +1,055+7.0% | Added |
| Strategic Wealth Partners, Ltd. | 16,179 | $1.33M | 0.29% | +1,118+7.4% | Added |
| BNC Wealth Management, LLC | 16,054 | $1.32M | 0.69% | +12,927+413.4% | Added |
| CWM, LLC | 15,916 | $1.30M | 0.01% | +1,831+13.0% | Added |
| Cunning Capital Partners, LP | 15,800 | $1.29M | 1.00% | +15,800 | New |
| Cresset Asset Management, LLC | 15,644 | $1.28M | 0.02% | −7,817−33.3% | Reduced |
| Community Bank, N.A. | 15,620 | $1.28M | 0.18% | +525+3.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,611 | $1.28M | 0.89% | +599+4.0% | Added |
| Tower Bridge Advisors | 15,605 | $1.28M | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 15,602 | $1.28M | 0.07% | +7,900+102.6% | Added |
| Wealth Alliance Advisory Group, LLC | 15,455 | $1.27M | 0.60% | +874+6.0% | Added |
| Capital Advisors Inc | 15,430 | $1.26M | 0.04% | +4,399+39.9% | Added |
| Dowling & Yahnke LLC | 15,277 | $1.25M | 0.06% | −814−5.1% | Reduced |
| Everett Harris & Co | 15,261 | $1.25M | 0.02% | −1,087−6.6% | Reduced |
| HAP Trading, LLC | 15,216 | $1.25M | 0.16% | +15,216 | New |
| Nikko Asset Management Americas, Inc. | 15,031 | $1.24M | 0.02% | +359+2.4% | Added |
| STRS Ohio | 15,148 | $1.24M | 0.01% | −8,077−34.8% | Reduced |
| Quadrature Capital Ltd | 15,033 | $1.23M | 0.05% | −24,453−61.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 14,887 | $1.23M | 0.61% | −541−3.5% | Reduced |
| Gsa Capital Partners LLP | 14,919 | $1.22M | 0.18% | +14,919 | New |
| Armor Investment Advisors, LLC | 14,841 | $1.22M | 0.79% | −584−3.8% | Reduced |
| Arvest Trust Co N A | 14,697 | $1.21M | 0.08% | −5,292−26.5% | Reduced |
| Guardian Wealth Management, Inc. | 14,666 | $1.20M | 1.29% | +103+0.7% | Added |
| Harbour Investment Management LLC | 14,560 | $1.19M | 0.72% | −400−2.7% | Reduced |
| Terry L. Blaker | 14,508 | $1.19M | 0.12% | +283+2.0% | Added |
| Frontier Wealth Management LLC | 14,504 | $1.19M | 0.09% | −1,688−10.4% | Reduced |
| Moors & Cabot, Inc. | 14,383 | $1.18M | 0.08% | −160−1.1% | Reduced |
| Connecticut Wealth Management, LLC | 14,365 | $1.18M | 0.10% | +344+2.5% | Added |
| Fruth Investment Management | 13,445 | $1.18M | 0.32% | +400+3.1% | Added |
| HB Wealth Management, LLC | 14,281 | $1.17M | 0.02% | +1,865+15.0% | Added |
| Cary Street Partner Investment Advisory LLC | 14,268 | $1.17M | 0.10% | +8,355+141.3% | Added |
| Gries Financial LLC | 14,164 | $1.16M | 0.55% | +316+2.3% | Added |
| Stephens Inc | 14,117 | $1.16M | 0.02% | −509−3.5% | Reduced |
| Convergence Investment Partners, LLC | 14,101 | $1.16M | 0.70% | −3,711−20.8% | Reduced |
| Cypress Capital Group | 14,106 | $1.16M | 0.18% | −599−4.1% | Reduced |
| Engineers Gate Manager LP | 14,073 | $1.15M | 0.04% | −53,277−79.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,909 | $1.14M | 0.01% | +4,021+40.7% | Added |