Skip to main content
Livermore
Livermore
ZHEN

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).

Q3 2022 vs. Q2 2022

How the institutions holding Phillips 66 changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of PSX: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,445201,419−6
Shares345.3M134.6K338.7M−6.48M (−1.9%)
Value$28.3B$11.0M$27.4B−$934.1M (−3.3%)

20 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Phillips 66 at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to PSX in Q3 2022
InstitutionSharesValue% of portfolio
Mizuho Markets Americas LLC538,896$43.5M1.99%
Squarepoint Ops LLC477,624$38.6M0.35%
Abeille Asset Management SA307,408$24.8M0.96%
Teachers Retirement System of the State of Kentucky256,791$20.7M0.24%
Encompass Capital Advisors LLC226,460$18.3M1.06%
Empowered Funds, LLC82,187$6.63M0.64%
Holocene Advisors, LP63,135$5.10M0.03%
Czech National Bank55,884$4.51M0.13%
PGGM Investments36,383$2.94M0.05%
Fluent Financial, LLC32,513$2.62M1.44%
Colonial Trust Co29,816$2.41M0.77%
Econ Financial Services Corp22,423$1.81M1.49%
Wealth Enhancement Advisory Services, LLC19,066$1.76M0.03%
XML Financial, LLC21,329$1.72M0.24%
Herold Advisors, Inc.20,847$1.68M0.82%
Mirabella Financial Services LLP18,578$1.50M0.16%
Icon Wealth Advisors, LLC18,541$1.50M0.18%
Bayesian Capital Management, LP18,000$1.45M0.29%
Advisor Partners II, LLC17,586$1.42M0.11%
Aurora Investment Counsel13,771$1.11M0.84%
First Foundation Advisors9,881$798.0K0.04%
Jupiter Wealth Management LLC9,450$762.0K0.76%
NVWM, LLC9,381$757.0K0.30%
KMG Fiduciary Partners, LLC8,765$707.0K0.14%
Flow Traders U.S. LLC8,512$687.0K0.04%
Virtus ETF Advisers LLC7,974$644.0K0.26%
Doheny Asset Management7,854$634.0K0.64%
XTX Topco Ltd7,080$571.0K0.14%
Unigestion Holding SA6,756$545.0K0.03%
Nicholas Hoffman & Company, LLC.6,546$528.0K0.02%
Meridian Management Co6,352$513.0K0.20%
Verity Asset Management, Inc.5,536$446.9K0.46%
55I, LLC5,314$429.0K0.01%
Asset Management Corp5,199$420.0K0.34%
Perigon Wealth Management, LLC4,499$363.0K0.03%
Strategy Asset Managers LLC4,401$355.0K0.10%
Future Financial Wealth Managment LLC4,331$355.0K0.41%
Johnson & White Wealth Management, LLC4,287$346.0K0.39%
Personal Capital Advisors Corp4,048$327.0K0.00%
Wipfli Financial Advisors LLC,4,015$324.0K0.02%
Regal Investment Advisors LLC3,838$310.0K0.03%
Powers Advisory Group, LLC3,836$310.0K0.25%
Echo Street Capital Management LLC3,812$308.0K0.00%
Capital Advisors Wealth Management, LLC3,799$307.0K0.10%
Relative Value Partners Group, LLC3,747$302.0K0.02%
Ritholtz Wealth Management3,714$300.0K0.02%
Alps Advisors Inc3,681$297.0K0.00%
Abacus Planning Group, Inc.3,430$277.0K0.08%
First Interstate Bank3,361$271.0K0.02%
Tudor Investment Corp Et Al3,232$261.0K0.01%
Ethic Inc.3,081$249.0K0.02%
Jacobs & Co3,066$247.0K0.04%
Marietta Investment Partners LLC2,360$244.0K0.07%
Advisors Capital Management, LLC2,176$240.0K0.01%
Two Sigma Securities, LLC2,894$234.0K0.03%
Stonnington Group, LLC2,328$228.0K0.06%
LGL Partners, LLC2,788$225.0K0.05%
BancorpSouth Bank2,757$223.0K0.02%
Sawtooth Solutions, LLC2,759$223.0K0.03%
Quantamental Technologies LLC2,698$218.0K0.08%
Saxon Interests, Inc.2,354$218.0K0.13%
Angeles Wealth Management, LLC2,691$217.0K0.04%
TCWP LLC2,671$215.0K0.05%
Callan Capital, LLC2,623$212.0K0.03%
Northcape Wealth Management, LLC2,626$212.0K0.08%
Moloney Securities Asset Management, LLC2,618$211.0K0.05%
Fulcrum Equity Management2,587$209.0K0.18%
Schnieders Capital Management LLC2,558$207.0K0.05%
Advus Financial Partners, LLC2,538$204.9K0.11%
Private Capital Management, LLC2,487$201.0K0.03%
Itau Unibanco Holding S.A.2,275$184.0K0.01%
TD Capital Management LLC2,000$161.0K0.02%
Columbia Asset Management1,878$152.0K0.04%
Alpha Paradigm Partners, LLC1,842$149.0K0.06%
Alta Advisers Ltd1,400$113.0K0.07%
Asset Dedication, LLC1,398$110.0K0.01%
AlphaCentric Advisors LLC1,342$108.0K0.11%
McClarren Financial Advisors, Inc.1,010$81.0K0.08%
Advanced Research Investment Solutions, LLC942$76.0K0.05%
Chiron Investment Management, LLC691$56.0K0.01%
Axiom Investment Management LLC663$54.0K0.11%
Legend Financial Advisors, Inc.601$48.5K0.05%
Old North State Trust, LLC552$45.0K0.04%
Stapp Wealth Management, PLLC411$33.0K0.10%
Centerpoint Advisors, LLC300$24.0K0.01%
Exos TFP Holdings LLC287$23.0K0.01%
SJS Investment Consulting Inc.233$19.0K0.01%
Barrett & Company, Inc.99$10.3K0.01%
Goodwin Investment Advisory128$10.0K0.01%
Householder Group Estate & Retirement Specialist, LLC125$10.0K0.00%
United Community Bank96$7.75K0.01%
Laffer Tengler Investments65$5.25K0.00%
EdgeRock Capital LLC48$4.00K0.00%
Abound Wealth Management42$3.41K0.00%
Point72 Hong Kong Ltd32$3.00K0.00%
Raleigh Capital Management Inc.36$3.00K0.00%
Highline Wealth Partners LLC30$2.42K0.00%
Tucker Asset Management LLC10$1.04K0.00%

Sold out (104)

Institutions that held Phillips 66 at the end of Q2 2022 and filed for Q3 2022 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of PSX in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Qube Research & Technologies Ltd1,050,910$86.2M
Castle Hook Partners LP1,019,455$83.6M
Merewether Investment Management, LP231,533$19.0M
Employees Retirement System of Texas229,314$18.8M
Two Sigma Investments, LP192,905$15.8M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office119,380$9.79M
Cinctive Capital Management LP114,133$9.36M
Arosa Capital Management LP110,000$9.02M
Yaupon Capital Management LP100,000$8.20M
ING Groep NV90,533$7.42M
StoneX Group Inc.80,940$6.64M
Twin Tree Management, LP74,813$6.13M
Fractal Investments LLC71,505$5.86M
ExodusPoint Capital Management, LP68,319$5.60M
Jump Financial, LLC62,004$5.08M
Beck Bode, LLC58,053$4.76M
D L Carlson Investment Group Inc55,642$4.56M
L & S Advisors Inc52,262$4.29M
Virtu Financial LLC50,263$4.12M
Nan Shan Life Insurance Co., Ltd.48,292$3.96M
Providence Capital Advisors, LLC45,409$3.72M
Regency Capital Management Inc.39,835$3.27M
Jefferies Group LLC39,383$3.23M
Maryland State Retirement & Pension System37,049$3.04M
Y-Intercept (Hong Kong) Ltd34,789$2.85M
PDT Partners, LLC31,800$2.61M
Icon Advisers Inc29,000$2.38M
Unison Advisors LLC27,339$2.24M
Dynamic Technology Lab Private Ltd27,228$2.23M
Jackson Square Capital, LLC26,682$2.19M
Dymon Asia Capital (Singapore) Pte. Ltd.22,634$1.86M
Paloma Partners Management Co22,343$1.83M
Hiddenite Capital Partners LP21,022$1.72M
Pinnacle Wealth Management, LLC19,817$1.63M
Citizens Business Bank17,955$1.47M
Bridgewater Associates, LP17,164$1.41M
BNC Wealth Management, LLC16,054$1.32M
FORA Capital, LLC13,414$1.10M
Seven Eight Capital, LP12,511$1.03M
Duality Advisers, LP11,101$910.0K
Aquila Investment Management LLC11,000$902.0K
Steel Peak Wealth Management LLC10,413$854.0K
Covenant Partners, LLC9,754$800.0K
Castleark Management LLC8,648$709.0K
Banco BTG Pactual S.A.8,362$686.0K
Dana Investment Advisors, Inc.8,263$677.0K
Erste Asset Management GmbH7,500$634.4K
Duff & Phelps Investment Management Co6,729$552.0K
Maven Securities LTD6,059$497.0K
Graham Capital Management, L.P.5,956$488.0K
Aspen Investment Management Inc5,818$477.0K
EP Wealth Advisors, LLC4,986$409.0K
KCM Investment Advisors LLC4,814$395.0K
Vise Technologies, Inc.4,737$388.0K
Salient Capital Advisors, LLC4,693$385.0K
Machina Capital S.A.S.4,500$369.0K
Telemetry Investments, L.L.C.3,478$285.0K
Ontario Teachers Pension Plan Board3,225$264.0K
Advisor Resource Council3,201$262.0K
CoreCap Advisors, LLC3,050$250.0K
Sustainable Insight Capital Management, LLC2,868$249.0K
First Citizens Bank & Trust Co2,921$240.0K
Natixis Investment Managers International2,922$239.0K
Trust Co of Virginia2,890$237.0K
Leisure Capital Management2,882$236.0K
Everhart Financial Group, Inc.2,676$219.0K
Verus Capital Partners, LLC2,603$212.0K
Schrum Private Wealth Management LLC2,581$212.0K
Modera Wealth Management, LLC2,559$210.0K
Susquehanna International Group Ltd.2,515$206.0K
Soltis Investment Advisors LLC2,498$205.0K
Qtron Investments LLC2,490$204.0K
Pinnacle Family Advisors, LLC2,472$203.0K
Beach Investment Counsel Inc2,460$202.0K
Greytown Advisors Inc.2,446$201.0K
Quantbot Technologies LP2,448$200.0K
Allegheny Financial Group LTD2,442$200.0K
Swiss Life Asset Management Ltd2,232$183.7K
Patriot Financial Group Insurance Agency, LLC2,031$167.0K
ACG Wealth1,498$123.0K
CX Institutional1,466$120.0K
Steward Financial Group LLC1,240$101.0K
Stonehage Fleming Financial Services Holdings Ltd1,025$87.0K
Concord Wealth Partners913$75.0K
Graves-Light Private Wealth Management, Inc.698$57.0K
Better Money Decisions, LLC584$48.0K
Curi Capital502$41.0K
Total Clarity Wealth Management, Inc.439$36.0K
Heritage Financial Services, LLC346$28.0K
GoalVest Advisory LLC343$28.0K
WFA of San Diego, LLC300$25.0K
Capital Directions Investment Advisors, LLC225$18.0K
Global Wealth Management Investment Advisory, Inc.157$13.0K
First Bank & Trust114$9.00K
Northern Oak Wealth Management Inc93$8.00K
GW&K Investment Management, LLC88$7.00K
Charter Oak Capital Management, LLC80$7.00K
Rockbridge Investment Management, LCC80$6.56K
Oliver Lagore Vanvalin Investment Group74$6.00K
Activest Wealth Management28$2.00K

Not filed for Q3 2022 yet (20)

Institutions that held Phillips 66 at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
B. Riley Wealth Management, Inc.19,395$1.59M
Advisor Partners LLC18,895$1.55M
Icon Wealth Partners, LLC18,431$1.51M
Frontier Wealth Management LLC14,504$1.19M
HYA Advisors, Inc11,082$909.0K
Dixon Hubard Feinour & Brown Inc9,548$783.0K
Coldstream Capital Management Inc6,208$509.0K
Bivin & Associates, Inc.5,720$469.0K
Brewin Dolphin Ltd5,500$451.0K
Altium Wealth Management LLC4,944$405.0K
HighPoint Advisor Group LLC4,916$391.0K
Loveless Wealth Management LLC3,859$316.0K
Ern LLC3,750$307.0K
Pinnacle Private Wealth, LLC2,833$232.0K
Minot Wealth Management LLC2,560$210.0K
Enterprise Trust & Investment Co1,282$105.0K
Fieldpoint Private Securities, LLC610$50.0K
Private Capital Group, LLC475$39.0K
Lake Point Wealth Management35$3.00K
Exane Derivatives10$820