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 2021
Institutional positions in Phillips 66 as of Jun 30, 2021. 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
- 1,327
- +66 vs. Q1 2021
- Shares held
- 306.7M
- +2.90M (+1.0%) vs. Q1 2021
- Total value
- $26.3B
- +$1.56B (+6.3%) vs. Q1 2021
- New holders
- 137
- 500 more added
- Sold out
- 71
- 458 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 5,922 | $69 | 0.00% | +5,797+4,637.6% | Added |
| WestEnd Advisors, LLC | – | $429 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 9 | $772 | 0.00% | +9 | New |
| Exane Derivatives | 10 | $817 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Solstein Capital, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Personal Wealth Partners | 16 | $1.00K | 0.00% | +16 | New |
| Dark Forest Capital Management LP | 6 | $1.00K | 0.00% | +6 | New |
| Arlington Partners LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 36 | $3.00K | 0.00% | −594−94.3% | Reduced |
| Atlas Private Wealth Advisors | 36 | $3.00K | 0.00% | −12−25.0% | Reduced |
| Delta Asset Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 32 | $3.00K | 0.00% | +32 | New |
| FAI Wealth Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 43 | $4.00K | 0.00% | +4+10.3% | Added |
| Heritage Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Annapolis Financial Services, LLC | 49 | $4.00K | 0.00% | +49 | New |
| Ironwood Financial, llc | 63 | $5.00K | 0.00% | −67−51.5% | Reduced |
| Benjamin Edwards Inc | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 60 | $5.00K | 0.00% | +60 | New |
| Financial Perspectives, Inc | 63 | $5.41K | 0.00% | −5,074−98.8% | Reduced |
| SOA Wealth Advisors, LLC. | 74 | $6.00K | 0.00% | −26−26.0% | Reduced |
| Pittenger & Anderson Inc | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 66 | $6.00K | 0.00% | +66 | New |
| Raffa Wealth Management, LLC | 76 | $6.52K | 0.00% | −96−55.8% | Reduced |
| Glen Eagle Advisors, LLC | 77 | $6.61K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 77 | $7.00K | 0.00% | +15+24.2% | Added |
| Arcadia Investment Management Corp | 83 | $7.00K | 0.00% | +83 | New |
| Resolute Partners Group | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 92 | $8.00K | 0.00% | +92 | New |
| Exchange Traded Concepts, LLC | 101 | $9.00K | 0.00% | −195−65.9% | Reduced |
| HighMark Wealth Management LLC | 109 | $9.00K | 0.01% | −13−10.7% | Reduced |
| IMA Wealth, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $9.00K | 0.01% | +1+1.0% | Added |
| Ade, LLC | 100 | $9.00K | 0.01% | +100 | New |
| American State Bank (Iowa) | 105 | $9.01K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 120 | $10.0K | 0.00% | −77−39.1% | Reduced |
| Savior LLC | 111 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 117 | $10.0K | 0.00% | +117 | New |
| Truvestments Capital LLC | 130 | $11.0K | 0.01% | −106−44.9% | Reduced |
| American National Bank | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 131 | $11.0K | 0.01% | +100+322.6% | Added |
| Isthmus Partners, LLC | 134 | $11.0K | 0.00% | +134 | New |
| Roble, Belko & Company, Inc | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 143 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 142 | $12.0K | 0.00% | +142 | New |
| Beck Bode, LLC | 137 | $12.0K | 0.00% | +137 | New |
| Bogart Wealth, LLC | 154 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 157 | $13.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 155 | $13.0K | 0.01% | +1+0.6% | Added |
| Accel Wealth Management | 157 | $13.0K | 0.01% | +1+0.6% | Added |
| Country Trust Bank | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 158 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 175 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 163 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 160 | $14.0K | 0.00% | +3+1.9% | Added |
| Bellevue Asset Management, LLC | 161 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 172 | $14.0K | 0.01% | +172 | New |
| Lagoda Investment Management, L.P. | 170 | $15.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 191 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 184 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 181 | $16.0K | 0.01% | +181 | New |
| Sugarloaf Wealth Management, LLC | 197 | $17.0K | 0.00% | −249−55.8% | Reduced |
| Rockbridge Investment Management, LCC | 195 | $17.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 200 | $17.0K | 0.01% | +200 | New |
| Alaethes Wealth LLC | 194 | $17.0K | 0.01% | +194 | New |
| TFC Financial Management | 215 | $18.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 215 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 210 | $18.0K | 0.01% | +210 | New |
| First Bank & Trust | 219 | $19.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 239 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 232 | $20.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 250 | $21.0K | 0.00% | −180−41.9% | Reduced |
| JFS Wealth Advisors, LLC | 245 | $21.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 241 | $21.0K | 0.00% | −9−3.6% | Reduced |
| Northern Oak Wealth Management Inc | 243 | $21.0K | 0.00% | +93+62.0% | Added |
| Atlantic Trust, LLC | 250 | $21.0K | 0.01% | +250 | New |
| Kistler-Tiffany Companies, LLC | 254 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 256 | $22.0K | 0.00% | +74+40.7% | Added |
| BBVA USA | 252 | $22.0K | 0.00% | +252 | New |