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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 13,881 | $1.14M | 0.05% | −82−0.6% | Reduced |
| Logan Capital Management Inc | 13,889 | $1.14M | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13,791 | $1.13M | 0.02% | −999−6.8% | Reduced |
| Americana Partners, LLC | 13,906 | $1.12M | 0.20% | +6,584+89.9% | Added |
| Seeyond | 13,610 | $1.11M | 0.13% | +6,392+88.6% | Added |
| Cowa, LLC | 13,520 | $1.11M | 0.64% | +2,654+24.4% | Added |
| National Asset Management, Inc. | 13,401 | $1.10M | 0.05% | +259+2.0% | Added |
| FORA Capital, LLC | 13,414 | $1.10M | 0.22% | +904+7.2% | Added |
| Bartlett & Co. LLC | 13,337 | $1.09M | 0.02% | −4,880−26.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,337 | $1.09M | 0.02% | −4,880−26.8% | Reduced |
| First Hawaiian Bank | 13,341 | $1.09M | 0.04% | −69−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,288 | $1.09M | 0.12% | +386+3.0% | Added |
| O'Shaughnessy Asset Management, LLC | 13,100 | $1.07M | 0.02% | +4,377+50.2% | Added |
| Barry Investment Advisors, LLC | 12,944 | $1.06M | 0.32% | −81−0.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,929 | $1.06M | 0.09% | 00.0% | Unchanged |
| Welch & Forbes LLC | 12,831 | $1.05M | 0.02% | +85+0.7% | Added |
| Strategic Advisors LLC | 12,820 | $1.05M | 0.22% | −1,505−10.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,744 | $1.04M | 0.23% | −11−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 12,659 | $1.04M | 0.44% | −209−1.6% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.03M | 0.29% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 12,511 | $1.03M | 0.41% | +12,511 | New |
| Bristol John W & Co Inc | 12,500 | $1.02M | 0.03% | 00.0% | Unchanged |
| South State Corp. | 12,437 | $1.02M | 0.10% | +524+4.4% | Added |
| Tiaa, FSB | 12,396 | $1.02M | 0.00% | −2,773−18.3% | Reduced |
| Parallel Advisors, LLC | 12,397 | $1.02M | 0.05% | +1,405+12.8% | Added |
| Williams Jones Wealth Management, LLC. | 12,264 | $1.01M | 0.02% | +7,751+171.7% | Added |
| Vestcor Inc | 12,245 | $1.00M | 0.04% | −44,304−78.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,226 | $1.00M | 0.00% | +5,629+85.3% | Added |
| AlphaStar Capital Management, LLC | 12,204 | $1.00M | 0.09% | +2,470+25.4% | Added |
| Bangor Savings Bank | 12,102 | $992.0K | 0.11% | −146−1.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,035 | $990.0K | 0.04% | +1,604+15.4% | Added |
| BBR Partners, LLC | 12,032 | $987.0K | 0.12% | 00.0% | Unchanged |
| Park Circle Co | 12,000 | $984.0K | 0.95% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 12,003 | $984.0K | 0.12% | +861+7.7% | Added |
| Smith, Moore & Co. | 11,963 | $981.0K | 0.15% | −409−3.3% | Reduced |
| Guyasuta Investment Advisors Inc | 11,961 | $981.0K | 0.08% | −237−1.9% | Reduced |
| DCM Advisors, LLC | 11,920 | $978.0K | 0.42% | −794−6.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,865 | $973.0K | 0.02% | +442+3.9% | Added |
| Exeter Financial, LLC | 11,825 | $970.0K | 0.54% | +175+1.5% | Added |
| YHB Investment Advisors, Inc. | 11,814 | $969.0K | 0.10% | +1,470+14.2% | Added |
| Evercore Wealth Management, LLC | 11,774 | $965.0K | 0.02% | −116−1.0% | Reduced |
| Pavion Blue Capital, LLC | 11,748 | $963.0K | 0.65% | −256−2.1% | Reduced |
| Bragg Financial Advisors, Inc | 11,728 | $962.0K | 0.06% | −45−0.4% | Reduced |
| Fairfield, Bush & Co. | 11,675 | $957.0K | 0.56% | +930+8.7% | Added |
| Campbell & CO Investment Adviser LLC | 11,588 | $950.0K | 0.26% | −7,239−38.5% | Reduced |
| Paragon Capital Management LLC | 11,556 | $948.0K | 0.56% | +108+0.9% | Added |
| Kesler, Norman & Wride, LLC | 11,538 | $946.0K | 0.26% | +69+0.6% | Added |
| Martingale Asset Management L P | 11,275 | $925.0K | 0.02% | +1,795+18.9% | Added |
| Apollon Wealth Management, LLC | 11,245 | $922.0K | 0.08% | −2,186−16.3% | Reduced |
| Epoch Investment Partners, Inc. | 11,204 | $919.0K | 0.01% | +1,942+21.0% | Added |
| Csenge Advisory Group | 11,159 | $915.0K | 0.08% | +3,510+45.9% | Added |
| Veriti Management LLC | 11,158 | $915.0K | 0.13% | +3,789+51.4% | Added |
| Duality Advisers, LP | 11,101 | $910.0K | 0.09% | −36,981−76.9% | Reduced |
| HYA Advisors, Inc | 11,082 | $909.0K | 0.36% | +89+0.8% | Added |
| Aquila Investment Management LLC | 11,000 | $902.0K | 0.64% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 10,972 | $900.0K | 0.39% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10,937 | $896.0K | 0.07% | −5,733−34.4% | Reduced |
| Wetherby Asset Management Inc | 10,905 | $894.0K | 0.06% | −1,254−10.3% | Reduced |
| Diversified Trust Co | 10,877 | $892.0K | 0.04% | −2,494−18.7% | Reduced |
| Boston Trust Walden Corp | 10,868 | $891.0K | 0.01% | −925−7.8% | Reduced |
| Clearbridge Investments, LLC | 10,847 | $889.0K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,752 | $882.0K | 0.06% | +31+0.3% | Added |
| Independent Financial Group, LLC | 10,753 | $881.7K | 0.09% | −35,118−76.6% | Reduced |
| 17 Capital Partners, LLC | 10,720 | $879.0K | 1.11% | −95−0.9% | Reduced |
| Basepoint Wealth LLC | 10,676 | $875.3K | 0.91% | −3,368−24.0% | Reduced |
| SeaCrest Wealth Management, LLC | 10,647 | $873.0K | 0.11% | +4,438+71.5% | Added |
| Harbor Investment Advisory, LLC | 10,521 | $863.0K | 0.14% | +1,047+11.1% | Added |
| Full Sail Capital, LLC | 10,519 | $862.0K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,517 | $862.0K | 0.01% | +4,179+65.9% | Added |
| Hennessy Advisors Inc | 10,500 | $861.0K | 0.05% | +2,400+29.6% | Added |
| Bradley Foster & Sargent Inc | 10,474 | $859.0K | 0.02% | +450+4.5% | Added |
| Steel Peak Wealth Management LLC | 10,413 | $854.0K | 0.06% | −2,400−18.7% | Reduced |
| Eudaimonia Partners, LLC | 10,406 | $853.0K | 0.16% | +906+9.5% | Added |
| Credit Agricole S A | 10,370 | $850.0K | 0.03% | −3,368−24.5% | Reduced |
| Moneta Group Investment Advisors LLC | 10,343 | $848.0K | 0.03% | +6,442+165.1% | Added |
| Fortem Financial Group, LLC | 10,315 | $846.0K | 0.55% | +10,315 | New |
| Resources Management Corp | 10,305 | $845.0K | 0.14% | −10−0.1% | Reduced |
| Columbia Trust Co 01012016 | 10,283 | $843.0K | 0.45% | +303+3.0% | Added |
| Longfellow Investment Management Co LLC | 10,211 | $838.0K | 0.18% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,039 | $823.0K | 0.44% | +252+2.6% | Added |
| Miller Howard Investments Inc | 10,019 | $821.0K | 0.03% | +671+7.2% | Added |
| Stillwater Investment Management, LLC | 9,779 | $802.0K | 0.24% | −281−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 9,767 | $801.0K | 0.05% | +314+3.3% | Added |
| Covenant Partners, LLC | 9,754 | $800.0K | 0.37% | +1,174+13.7% | Added |
| Investors Research Corp | 9,723 | $797.0K | 0.24% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 9,705 | $796.0K | 0.03% | −774−7.4% | Reduced |
| Stevens Capital Management LP | 9,675 | $793.0K | 0.55% | −15,028−60.8% | Reduced |
| Boenning & Scattergood, Inc. | 9,678 | $793.0K | 0.15% | +10.0% | Added |
| Summit Financial, LLC | 9,669 | $792.7K | 0.07% | −41−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,557 | $786.0K | 0.02% | −36,965−79.5% | Reduced |
| Dearborn Partners LLC | 9,576 | $785.0K | 0.03% | −323−3.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 9,548 | $783.0K | 0.09% | −202−2.1% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $779.0K | 0.08% | +106+1.2% | Added |
| USA Financial Portformulas Corp | 9,504 | $779.0K | 0.97% | +9,504 | New |
| V Wealth Advisors LLC | 9,474 | $777.0K | 0.15% | +159+1.7% | Added |
| Snowden Capital Advisors LLC | 9,469 | $776.0K | 0.03% | +240+2.6% | Added |
| Haverford Trust Co | 9,445 | $774.0K | 0.01% | +400+4.4% | Added |
| Citizens Financial Group Inc | 9,401 | $771.0K | 0.03% | +169+1.8% | Added |
| First National Trust Co | 9,396 | $770.0K | 0.04% | +40+0.4% | Added |
| Jacobi Capital Management LLC | 9,387 | $769.0K | 0.10% | +103+1.1% | Added |