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).
Q2 2021 vs. Q1 2021
How the institutions holding Phillips 66 changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 1,272 | 11 | 1,327 | +66 |
| Shares | 307.1M | 3.26M | 306.7M | +2.90M (+1.0%) |
| Value | $25.0B | $266.0M | $26.3B | +$1.56B (+6.3%) |
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (137)
Institutions that held Phillips 66 at the end of Q2 2021 but not at the end of Q1 2021.
Showing the largest 100 of 137 by value.
Sold out (71)
Institutions that held Phillips 66 at the end of Q1 2021 and filed for Q2 2021 without it.
Not filed for Q2 2021 yet (11)
Institutions that held Phillips 66 at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Amundi Asset Management US, Inc. | 2,494,017 | $203.4M |
| Waddell & Reed Financial Inc | 499,146 | $40.7M |
| Bokf, NA | 203,038 | $16.6M |
| Shorepoint Capital Partners LLC | 31,282 | $2.55M |
| TCF National Bank | 8,554 | $698.0K |
| Employers Holdings, Inc. | 7,811 | $637.0K |
| Rikoon Group, LLC | 6,944 | $566.0K |
| BBVA USA Bancshares, Inc. | 5,311 | $433.0K |
| Sullivan, Bruyette, Speros & Blaney, LLC | 3,705 | $302.0K |
| Denver Wealth Management, Inc. | 2,324 | $201.0K |
| CSat Investment Advisory, L.P. | 242 | $20.0K |