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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 6,641 | $545.0K | 0.37% | −57−0.9% | Reduced |
| Vanguard Capital Wealth Advisors | 6,622 | $543.0K | 0.61% | −3,125−32.1% | Reduced |
| Sandy Spring Bank | 6,548 | $537.0K | 0.03% | −34−0.5% | Reduced |
| C2C Wealth Management, LLC | 6,267 | $535.0K | 0.10% | 00.0% | Unchanged |
| MQS Management LLC | 6,526 | $535.0K | 0.37% | +3,082+89.5% | Added |
| TD Ameritrade Investment Management, LLC | 6,518 | $534.0K | 0.00% | −2,030−23.7% | Reduced |
| Intrua Financial, LLC | 6,516 | $534.0K | 0.11% | +30.0% | Added |
| U S Global Investors Inc | 6,500 | $533.0K | 0.03% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $533.0K | 0.11% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 6,499 | $532.0K | 0.01% | −157−2.4% | Reduced |
| Savant Capital, LLC | 6,474 | $531.0K | 0.02% | +676+11.7% | Added |
| Teza Capital Management LLC | 6,475 | $531.0K | 0.20% | +6,475 | New |
| Westhampton Capital, LLC | 6,453 | $529.0K | 0.37% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,436 | $528.0K | 0.21% | −78−1.2% | Reduced |
| South Street Advisors LLC | 6,420 | $526.0K | 0.12% | 00.0% | Unchanged |
| Covington Capital Management | 6,341 | $520.0K | 0.02% | −617−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,344 | $520.0K | 0.03% | +1,480+30.4% | Added |
| MCF Advisors LLC | 6,334 | $519.0K | 0.05% | +387+6.5% | Added |
| Wealth Alliance | 6,318 | $518.0K | 0.10% | −294−4.4% | Reduced |
| Spire Wealth Management | 6,315 | $518.0K | 0.02% | −263−4.0% | Reduced |
| Bennicas & Associates, Inc. | 6,300 | $517.0K | 0.30% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 6,285 | $515.0K | 0.05% | +1,903+43.4% | Added |
| Palisade Asset Management, LLC | 6,259 | $513.0K | 0.07% | −310−4.7% | Reduced |
| American Financial Group Inc | 6,250 | $512.0K | 0.17% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,208 | $509.0K | 0.02% | +1,286+26.1% | Added |
| Pacific Global Investment Management CO | 6,196 | $508.0K | 0.12% | −5−0.1% | Reduced |
| Cigna Investments Inc | 6,173 | $507.0K | 0.10% | −2,014−24.6% | Reduced |
| Deseret Mutual Benefit Administrators | 6,187 | $507.0K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,174 | $506.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,162 | $505.0K | 0.02% | +1,236+25.1% | Added |
| Mission Wealth Management, LP | 6,141 | $504.0K | 0.03% | +709+13.1% | Added |
| Allen Capital Group, LLC | 6,091 | $499.0K | 0.10% | +10.0% | Added |
| Valmark Advisers, Inc. | 6,086 | $499.0K | 0.01% | +614+11.2% | Added |
| Peoples Financial Services Corp. | 6,060 | $497.0K | 0.24% | −477−7.3% | Reduced |
| Maven Securities LTD | 6,059 | $497.0K | 0.09% | +6,059 | New |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $496.0K | 0.22% | 00.0% | Unchanged |
| Argent Trust Co | 6,043 | $496.0K | 0.03% | +132+2.2% | Added |
| Heck Capital Advisors, LLC | 6,021 | $493.7K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,999 | $491.0K | 0.01% | +475+8.6% | Added |
| Stockman Wealth Management, Inc. | 5,968 | $489.0K | 0.12% | −4,751−44.3% | Reduced |
| Clarius Group, LLC | 5,970 | $489.0K | 0.05% | +155+2.7% | Added |
| Graham Capital Management, L.P. | 5,956 | $488.0K | 0.02% | −2,428−29.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,941 | $487.0K | 0.35% | −1,698−22.2% | Reduced |
| ICA Group Wealth Management, LLC | 5,510 | $487.0K | 0.09% | −646−10.5% | Reduced |
| Roof Eidam & Maycock | 5,910 | $485.0K | 0.18% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,917 | $485.0K | 0.05% | +205+3.6% | Added |
| Rosenberg Matthew Hamilton | 5,749 | $485.0K | 0.18% | +91+1.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,909 | $484.4K | 0.12% | +7+0.1% | Added |
| Fisher Asset Management, LLC | 5,861 | $481.0K | 0.00% | −2,030−25.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,829 | $478.0K | 0.09% | +23+0.4% | Added |
| Aspen Investment Management Inc | 5,818 | $477.0K | 0.30% | +5,818 | New |
| Weatherly Asset Management L. P. | 5,757 | $472.0K | 0.07% | −601−9.5% | Reduced |
| Groesbeck Investment Management Corp | 5,746 | $471.0K | 0.78% | −5−0.1% | Reduced |
| Essex Savings Bank | 5,750 | $471.0K | 0.18% | +11+0.2% | Added |
| Waddell & Associates, LLC | 5,740 | $471.0K | 0.10% | +5,740 | New |
| Cutler Group LP | 5,744 | $470.0K | 0.06% | −787−12.1% | Reduced |
| Bivin & Associates, Inc. | 5,720 | $469.0K | 0.50% | +200+3.6% | Added |
| Valley Brook Capital Group | 5,731 | $469.0K | 0.48% | +426+8.0% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $468.0K | 0.11% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,701 | $467.0K | 0.21% | +5,701 | New |
| Cambridge Trust Co | 5,689 | $466.0K | 0.02% | −80−1.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $465.0K | 0.03% | +5,667 | New |
| Blueshift Asset Management, LLC | 5,660 | $464.0K | 0.08% | −1,178−17.2% | Reduced |
| Zacks Investment Management | 5,665 | $464.0K | 0.01% | +5,665 | New |
| Ambassador Advisors, LLC | 5,641 | $463.0K | 0.10% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,596 | $459.0K | 0.45% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,528 | $453.0K | 0.00% | +1,423+34.7% | Added |
| Outfitter Financial LLC | 5,500 | $451.0K | 0.41% | 00.0% | Unchanged |
| Enhancing Capital LLC | 5,500 | $451.0K | 0.54% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 5,500 | $451.0K | 0.02% | 00.0% | Unchanged |
| Regent Investment Management LLC | 5,475 | $449.0K | 0.13% | −10−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,463 | $447.0K | 0.05% | +892+19.5% | Added |
| Patron Partners Advisors, LLC | 5,444 | $446.0K | 0.35% | +125+2.4% | Added |
| Integrated Advisors Network LLC | 5,382 | $441.0K | 0.03% | +174+3.3% | Added |
| Dividend Assets Capital, LLC | 5,327 | $437.0K | 0.09% | −797−13.0% | Reduced |
| Washington Trust Co | 5,270 | $433.0K | 0.02% | −100−1.9% | Reduced |
| Kovack Advisors, Inc. | 5,267 | $432.0K | 0.06% | −265−4.8% | Reduced |
| Trust Co of Toledo NA | 5,274 | $432.0K | 0.08% | +23+0.4% | Added |
| Connectus Wealth, LLC | 5,275 | $432.0K | 0.01% | +5,275 | New |
| Institutional & Family Asset Management, LLC | 5,239 | $430.0K | 0.08% | −20.0% | Reduced |
| FineMark National Bank & Trust | 5,243 | $430.0K | 0.02% | +908+20.9% | Added |
| Weaver Consulting Group | 5,194 | $426.0K | 0.24% | −305−5.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,193 | $425.0K | 0.05% | +4+0.1% | Added |
| Whittier Trust Co | 5,144 | $422.0K | 0.01% | −65−1.2% | Reduced |
| Inlet Private Wealth, LLC | 5,147 | $422.0K | 0.12% | +20+0.4% | Added |
| Garrison Point Advisors, LLC | 5,105 | $419.0K | 0.35% | −300−5.6% | Reduced |
| Moody National Bank Trust Division | 5,108 | $419.0K | 0.04% | +5,108 | New |
| Linscomb & Williams, Inc. | 5,097 | $418.0K | 0.02% | −3,593−41.3% | Reduced |
| Centaurus Financial, Inc. | 5,100 | $418.0K | 0.04% | −2,867−36.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,700 | $418.0K | 1.11% | +4,700 | New |
| Whittier Trust Co of Nevada Inc | 5,076 | $416.0K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,078 | $416.0K | 0.10% | +110+2.2% | Added |
| Gofen & Glossberg LLC | 5,077 | $416.0K | 0.01% | +252+5.2% | Added |
| Wahed Invest LLC | 5,040 | $413.0K | 0.25% | −458−8.3% | Reduced |
| Gradient Investments LLC | 5,025 | $412.0K | 0.01% | +2,640+110.7% | Added |
| Flagship Harbor Advisors, LLC | 5,013 | $411.0K | 0.05% | +154+3.2% | Added |
| Compagnie Lombard Odier SCmA | 5,013 | $410.0K | 0.01% | −740−12.9% | Reduced |
| EP Wealth Advisors, LLC | 4,986 | $409.0K | 0.01% | −91−1.8% | Reduced |
| Symphony Financial, Ltd. Co. | 4,817 | $407.0K | 0.12% | −710−12.8% | Reduced |
| Nomura Holdings Inc | 4,811 | $406.0K | 0.00% | −13,093−73.1% | Reduced |