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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 9,371 | $768.0K | 0.08% | −4,383−31.9% | Reduced |
| Invst, LLC | 8,908 | $763.0K | 0.12% | +2,987+50.4% | Added |
| Mystic Asset Management, Inc. | 9,269 | $759.0K | 0.46% | +35+0.4% | Added |
| Delta Financial Advisors LLC | 9,206 | $755.0K | 0.38% | +20.0% | Added |
| American Trust | 9,187 | $753.0K | 0.06% | +1,649+21.9% | Added |
| Nwam LLC | 9,355 | $753.0K | 0.07% | +3,044+48.2% | Added |
| Empirical Finance, LLC | 9,113 | $747.0K | 0.10% | +609+7.2% | Added |
| Rowland & Co Investment Counsel | 9,096 | $745.8K | 0.19% | −60−0.7% | Reduced |
| Wealthsource Partners, LLC | 9,038 | $741.0K | 0.05% | −202−2.2% | Reduced |
| NewEdge Wealth, LLC | 8,952 | $734.0K | 0.03% | +4,813+116.3% | Added |
| Confluence Wealth Services, Inc. | 8,281 | $731.0K | 0.32% | +226+2.8% | Added |
| Karpas Strategies, LLC | 8,903 | $730.0K | 0.26% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,897 | $730.0K | 0.10% | +1,955+28.2% | Added |
| Allstate Corp | 8,841 | $725.0K | 0.02% | +3,739+73.3% | Added |
| First National Bank & Trust Co of Newtown | 8,788 | $721.0K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8,790 | $721.0K | 0.08% | +3,862+78.4% | Added |
| Belpointe Asset Management LLC | 8,782 | $720.0K | 0.05% | +698+8.6% | Added |
| CAPROCK Group, Inc. | 8,758 | $718.0K | 0.07% | +1,204+15.9% | Added |
| J.W. Cole Advisors, Inc. | 8,735 | $716.0K | 0.06% | +388+4.6% | Added |
| Bank of Hawaii | 8,708 | $714.0K | 0.05% | −180−2.0% | Reduced |
| Marion Wealth Management | 8,687 | $712.0K | 0.37% | −2,743−24.0% | Reduced |
| Searle & Co. | 8,675 | $711.0K | 0.28% | +3,000+52.9% | Added |
| Penobscot Investment Management Company, Inc. | 8,664 | $710.0K | 0.12% | −410−4.5% | Reduced |
| Castleark Management LLC | 8,648 | $709.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,031 | $709.0K | 0.09% | +218+2.8% | Added |
| RFG Advisory, LLC | 8,445 | $707.0K | 0.04% | +1,840+27.9% | Added |
| CoreCommodity Management, LLC | 8,575 | $703.0K | 0.18% | −97−1.1% | Reduced |
| North Star Investment Management Corp. | 8,551 | $701.0K | 0.06% | +40.0% | Added |
| Patten Group, Inc. | 8,480 | $700.0K | 0.22% | +276+3.4% | Added |
| Verdence Capital Advisors LLC | 8,426 | $691.0K | 0.09% | −14−0.2% | Reduced |
| Edge Capital Group, LLC | 8,400 | $689.0K | 0.07% | −12−0.1% | Reduced |
| Banco BTG Pactual S.A. | 8,362 | $686.0K | 0.44% | +8,362 | New |
| Baker Ellis Asset Management LLC | 8,319 | $682.0K | 0.14% | 00.0% | Unchanged |
| Colony Group LLC | 8,317 | $682.0K | 0.01% | +558+7.2% | Added |
| BerganKDV Wealth Management, LLC | 8,295 | $680.0K | 0.08% | −203−2.4% | Reduced |
| Dana Investment Advisors, Inc. | 8,263 | $677.0K | 0.03% | +8,263 | New |
| True North Advisors, LLC | 8,225 | $674.0K | 0.21% | +292+3.7% | Added |
| Matthew Goff Investment Advisor, LLC | 8,191 | $672.0K | 0.18% | 00.0% | Unchanged |
| Bank Ozk | 8,182 | $671.0K | 0.34% | −124−1.5% | Reduced |
| Peoples Bank | 8,185 | $671.0K | 0.41% | +155+1.9% | Added |
| Forum Financial Management, LP | 8,128 | $666.0K | 0.03% | +1,509+22.8% | Added |
| Wimmer Associates 1, LLC | 8,054 | $660.0K | 0.43% | −290−3.5% | Reduced |
| Retirement Group, LLC | 7,993 | $655.0K | 0.27% | +704+9.7% | Added |
| Ieq Capital, LLC | 7,929 | $650.0K | 0.02% | +963+13.8% | Added |
| Checchi Capital Advisers, LLC | 7,288 | $649.0K | 0.06% | +1,164+19.0% | Added |
| Bridge Creek Capital Management LLC | 7,881 | $646.0K | 0.26% | −471−5.6% | Reduced |
| Independent Advisor Alliance | 7,831 | $642.0K | 0.04% | −428−5.2% | Reduced |
| Financial Advocates Investment Management | 7,827 | $642.0K | 0.05% | +4,003+104.7% | Added |
| Massmutual Trust Co FSB | 7,813 | $641.0K | 0.03% | −28−0.4% | Reduced |
| WealthTrust Axiom LLC | 7,783 | $638.0K | 0.23% | +9+0.1% | Added |
| Advisor OS, LLC | 7,781 | $638.0K | 0.19% | +7,781 | New |
| Bull Street Advisors, LLC | 7,751 | $636.0K | 0.34% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 7,743 | $635.0K | 0.39% | −110−1.4% | Reduced |
| Towle & Co | 7,740 | $635.0K | 0.10% | +4,560+143.4% | Added |
| Erste Asset Management GmbH | 7,500 | $634.4K | 0.01% | +7,500 | New |
| BMS Financial Advisors, LLC | 7,705 | $632.0K | 0.41% | +403+5.5% | Added |
| Greenleaf Trust | 7,684 | $630.0K | 0.01% | +649+9.2% | Added |
| Islay Capital Management, LLC | 7,670 | $629.0K | 0.66% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,669 | $628.0K | 0.12% | +26+0.3% | Added |
| AMG National Trust Bank | 7,576 | $625.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,595 | $623.0K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 7,604 | $623.0K | 0.00% | +223+3.0% | Added |
| Hudson Valley Investment Advisors Inc | 7,588 | $622.0K | 0.10% | −1,172−13.4% | Reduced |
| Northwest & Ethical Investments L.P. | 7,584 | $621.8K | 0.02% | +7,584 | New |
| Glenview Trust Co | 7,488 | $614.0K | 0.02% | +111+1.5% | Added |
| Corsicana & Co. | 7,472 | $613.0K | 0.48% | +600+8.7% | Added |
| Caldwell Trust Co | 7,441 | $610.1K | 0.08% | +78+1.1% | Added |
| Intercontinental Wealth Advisors, LLC | 7,436 | $610.0K | 0.17% | +380+5.4% | Added |
| Mutual Advisors, LLC | 7,396 | $606.0K | 0.04% | −816−9.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,393 | $606.0K | 0.24% | −12−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,399 | $606.0K | 0.41% | −10−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 7,388 | $606.0K | 0.01% | +483+7.0% | Added |
| Aull & Monroe Investment Management Corp | 7,377 | $605.0K | 0.31% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 7,356 | $603.0K | 0.37% | +1,390+23.3% | Added |
| Thomas White International Ltd | 7,300 | $599.0K | 0.12% | 00.0% | Unchanged |
| Navalign, LLC | 7,281 | $597.0K | 0.26% | −209−2.8% | Reduced |
| Energy Opportunities Capital Management, LLC | 7,275 | $596.0K | 1.71% | −2,430−25.0% | Reduced |
| Birmingham Capital Management Co Inc | 7,145 | $586.0K | 0.23% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,077 | $581.0K | 0.09% | +98+1.4% | Added |
| Old National Bancorp | 7,074 | $581.0K | 0.02% | +4,111+138.7% | Added |
| America First Investment Advisors, LLC | 7,080 | $580.0K | 0.19% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $576.0K | 0.41% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,969 | $571.4K | 0.57% | 00.0% | Unchanged |
| Caxton Associates LP | 6,967 | $571.0K | 0.07% | +6,967 | New |
| Drive Wealth Management, LLC | 6,923 | $568.0K | 0.52% | −107−1.5% | Reduced |
| Clearstead Advisors, LLC | 6,925 | $568.0K | 0.04% | +760+12.3% | Added |
| Hilltop Holdings Inc. | 6,917 | $567.0K | 0.08% | +51+0.7% | Added |
| Cullinan Associates Inc | 6,900 | $566.0K | 0.03% | +1,000+16.9% | Added |
| Cypress Capital Management LLC | 6,887 | $565.0K | 0.08% | −125−1.8% | Reduced |
| American Portfolios Advisors | 6,871 | $563.3K | 0.02% | −307−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,844 | $561.0K | 0.07% | +380+5.9% | Added |
| 1st Source Bank | 6,799 | $557.0K | 0.04% | +93+1.4% | Added |
| Transcend Wealth Collective, LLC | 6,783 | $556.0K | 0.06% | −807−10.6% | Reduced |
| Lincoln Capital LLC | 6,767 | $555.0K | 0.16% | −95−1.4% | Reduced |
| Charter Trust Co | 6,732 | $552.0K | 0.04% | −1,586−19.1% | Reduced |
| Duff & Phelps Investment Management Co | 6,729 | $552.0K | 0.01% | +1,054+18.6% | Added |
| Van Hulzen Asset Management, LLC | 6,715 | $551.0K | 0.07% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,733 | $551.0K | 0.19% | +1,766+35.6% | Added |
| Hunter Associates Investment Management LLC | 6,767 | $550.0K | 0.14% | +6,767 | New |
| HighTower Trust Services, LTA | 6,598 | $546.0K | 0.09% | −8−0.1% | Reduced |