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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 20,733 | $1.78M | 0.05% | −76,100−78.6% | Reduced |
| Hartford Financial Management Inc. | 20,866 | $1.79M | 0.44% | −61−0.3% | Reduced |
| Wealth Advisory Solutions, LLC | 20,893 | $1.79M | 0.43% | −230−1.1% | Reduced |
| Annex Advisory Services, LLC | 21,077 | $1.80M | 0.15% | +21,077 | New |
| Compagnie Lombard Odier SCmA | 21,292 | $1.83M | 0.04% | −11,156−34.4% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.83M | 0.14% | 00.0% | Unchanged |
| First Nebraska Trust Co | 21,484 | $1.84M | 0.24% | −152−0.7% | Reduced |
| Corient Capital Partners, LLC | 21,576 | $1.85M | 0.14% | +3,318+18.2% | Added |
| Exencial Wealth Advisors, LLC | 21,642 | $1.86M | 0.10% | −1,524−6.6% | Reduced |
| Illinois Municipal Retirement Fund | 21,719 | $1.86M | 0.08% | −43,740−66.8% | Reduced |
| Fundamentun, LLC | 21,793 | $1.87M | 0.51% | +789+3.8% | Added |
| Citizens National Bank Trust Department | 22,061 | $1.89M | 0.54% | −1,335−5.7% | Reduced |
| Northwest & Ethical Investments L.P. | 22,145 | $1.90M | 0.06% | −12,675−36.4% | Reduced |
| River Wealth Advisors LLC | 22,262 | $1.91M | 0.33% | +74+0.3% | Added |
| Baxter Bros Inc | 22,296 | $1.91M | 0.30% | −321−1.4% | Reduced |
| Wilen Investment Management Corp. | 22,666 | $1.93M | 1.66% | −250−1.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 22,581 | $1.94M | 0.21% | −80.0% | Reduced |
| City Holding Co | 22,664 | $1.95M | 0.34% | +86+0.4% | Added |
| Two Sigma Investments, LP | 22,700 | $1.95M | 0.01% | +22,700 | New |
| Winton Group Ltd | 22,838 | $1.96M | 0.11% | +4,554+24.9% | Added |
| Van Eck Associates Corp | 22,855 | $1.96M | 0.00% | −750−3.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,247 | $2.00M | 0.01% | +4,682+25.2% | Added |
| Wealthfront Advisers LLC | 23,319 | $2.00M | 0.01% | +9,862+73.3% | Added |
| STRS Ohio | 23,426 | $2.01M | 0.01% | −132,187−84.9% | Reduced |
| Daiwa Securities Group Inc. | 23,462 | $2.01M | 0.01% | +1,208+5.4% | Added |
| Argyle Capital Management Inc. | 23,485 | $2.02M | 0.65% | +400+1.7% | Added |
| TD Private Client Wealth LLC | 23,676 | $2.03M | 0.09% | +1,254+5.6% | Added |
| Thompson Siegel & Walmsley LLC | 23,990 | $2.06M | 0.03% | −2,500−9.4% | Reduced |
| Garrison Asset Management, LLC | 24,073 | $2.07M | 1.25% | +761+3.3% | Added |
| Brookstone Capital Management | 25,367 | $2.07M | 0.04% | +22,251+714.1% | Added |
| Xponance, Inc. | 24,237 | $2.08M | 0.04% | +3,471+16.7% | Added |
| Deane Retirement Strategies, Inc. | 24,343 | $2.09M | 1.15% | +393+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 24,524 | $2.10M | 0.04% | +960+4.1% | Added |
| Cullen/Frost Bankers, Inc. | 24,661 | $2.12M | 0.04% | −302−1.2% | Reduced |
| German American Bancorp, Inc. | 24,788 | $2.13M | 0.33% | +1,158+4.9% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 24,949 | $2.14M | 0.69% | −570−2.2% | Reduced |
| Captrust Financial Advisors | 25,186 | $2.16M | 0.02% | +4,232+20.2% | Added |
| Torray LLC | 25,343 | $2.17M | 0.32% | +2,459+10.7% | Added |
| Kentucky Retirement Systems | 25,497 | $2.19M | 0.10% | −2,903−10.2% | Reduced |
| Johnson Investment Counsel Inc | 25,896 | $2.22M | 0.03% | −1,013−3.8% | Reduced |
| Orleans Capital Management Corp | 26,105 | $2.24M | 1.43% | +2,180+9.1% | Added |
| Level Four Advisory Services, LLC | 26,125 | $2.24M | 0.16% | +743+2.9% | Added |
| Profund Advisors LLC | 26,311 | $2.26M | 0.08% | +2,933+12.5% | Added |
| Ferguson Wellman Capital Management, Inc | 26,343 | $2.26M | 0.07% | −197−0.7% | Reduced |
| Principle Wealth Partners LLC | 26,405 | $2.27M | 0.26% | −154−0.6% | Reduced |
| Inscription Capital, LLC | 26,405 | $2.27M | 0.26% | +19,243+268.7% | Added |
| Poehling Capital Management, LLC | 26,410 | $2.27M | 0.72% | −641−2.4% | Reduced |
| MACRO Consulting Group | 26,500 | $2.27M | 1.17% | +897+3.5% | Added |
| Pinkerton Retirement Specialists, LLC | 26,649 | $2.29M | 0.44% | +607+2.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,832 | $2.30M | 0.12% | +397+1.5% | Added |
| Private Advisor Group, LLC | 26,913 | $2.31M | 0.02% | +1,208+4.7% | Added |
| FIL Ltd | 27,018 | $2.32M | 0.00% | −861−3.1% | Reduced |
| Louisiana State Employees Retirement System | 27,300 | $2.34M | 0.06% | +200+0.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,301 | $2.34M | 0.72% | +2,529+10.2% | Added |
| Varma Mutual Pension Insurance Co | 27,544 | $2.36M | 0.03% | 00.0% | Unchanged |
| World Asset Management Inc | 27,685 | $2.38M | 0.22% | −228−0.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 27,967 | $2.40M | 1.28% | +10.0% | Added |
| Brinker Capital Investments, LLC | 28,140 | $2.42M | 0.03% | +4,575+19.4% | Added |
| Rothschild Investment Corp | 28,178 | $2.42M | 0.19% | −226−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 28,644 | $2.46M | 0.09% | −1,179−4.0% | Reduced |
| Gladstone Institutional Advisory LLC | 28,762 | $2.47M | 0.30% | +3,624+14.4% | Added |
| SevenBridge Financial Group, LLC | 28,863 | $2.48M | 0.81% | +1,197+4.3% | Added |
| Claybrook Capital, LLC | 28,863 | $2.48M | 0.81% | +28,863 | New |
| Resources Investment Advisors, LLC. | 28,873 | $2.48M | 0.10% | +15+0.1% | Added |
| Central Trust Co | 29,070 | $2.50M | 0.09% | −85−0.3% | Reduced |
| Parsons Capital Management Inc | 29,087 | $2.50M | 0.19% | −721−2.4% | Reduced |
| New Mexico Educational Retirement Board | 29,128 | $2.50M | 0.09% | +1,500+5.4% | Added |
| Clearbridge Investments, LLC | 29,144 | $2.50M | 0.00% | −18,315−38.6% | Reduced |
| Bourgeon Capital Management LLC | 29,150 | $2.50M | 0.54% | −75,155−72.1% | Reduced |
| Regions Financial Corp | 29,260 | $2.51M | 0.02% | +3,404+13.2% | Added |
| Walleye Capital LLC | 29,427 | $2.52M | 0.09% | +29,427 | New |
| Strategic Financial Services, Inc, | 29,589 | $2.54M | 0.20% | −1,273−4.1% | Reduced |
| First American Bank | 29,807 | $2.56M | 0.15% | +841+2.9% | Added |
| Cerity Partners LLC | 29,913 | $2.57M | 0.06% | −6,822−18.6% | Reduced |
| Disciplined Investments, LLC | 30,045 | $2.58M | 1.32% | +1,868+6.6% | Added |
| Carnegie Capital Asset Management, LLC | 30,301 | $2.60M | 0.10% | −622−2.0% | Reduced |
| Visionary Wealth Advisors | 30,466 | $2.62M | 0.26% | +178+0.6% | Added |
| Panagora Asset Management Inc | 30,551 | $2.62M | 0.01% | −754−2.4% | Reduced |
| Elo Mutual Pension Insurance Co | 30,683 | $2.63M | 0.09% | −830−2.6% | Reduced |
| Mirador Capital Partners LP | 30,688 | $2.63M | 0.60% | +15,905+107.6% | Added |
| Pacer Advisors, Inc. | 30,895 | $2.65M | 0.04% | +6,943+29.0% | Added |
| Prio Wealth Limited Partnership | 31,493 | $2.70M | 0.09% | +150+0.5% | Added |
| Capitolis Advisors LLC | 31,552 | $2.71M | 0.03% | −6,867−17.9% | Reduced |
| NewSquare Capital LLC | 31,563 | $2.71M | 0.32% | +1,444+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 31,790 | $2.73M | 0.01% | −4,821−13.2% | Reduced |
| Simplex Trading, LLC | 31,814 | $2.73M | 0.10% | −8,143−20.4% | Reduced |
| Marathon Capital Management | 31,945 | $2.74M | 0.63% | +50+0.2% | Added |
| Hengehold Capital Management LLC | 31,939 | $2.74M | 0.36% | +697+2.2% | Added |
| Segall Bryant & Hamill, LLC | 32,109 | $2.76M | 0.03% | −23,909−42.7% | Reduced |
| Kingsview Wealth Management, LLC | 31,681 | $2.76M | 0.14% | +505+1.6% | Added |
| Canal Insurance CO | 32,500 | $2.79M | 0.98% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 32,605 | $2.80M | 0.04% | +10,544+47.8% | Added |
| Unison Advisors LLC | 32,749 | $2.81M | 0.52% | +339+1.0% | Added |
| Maryland State Retirement & Pension System | 33,413 | $2.82M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 32,956 | $2.83M | 0.00% | −2,413−6.8% | Reduced |
| Opus Investment Management Inc | 33,489 | $2.87M | 0.43% | 00.0% | Unchanged |
| APG Asset Management N.V. | 39,793 | $2.88M | 0.00% | −15,200−27.6% | Reduced |
| Cornerstone Wealth Group, LLC | 41,042 | $2.90M | 0.59% | +1,075+2.7% | Added |
| CIBC Private Wealth Group, LLC | 33,781 | $2.90M | 0.01% | +1,325+4.1% | Added |
| Park Avenue Securities LLC | 33,984 | $2.92M | 0.06% | +2,462+7.8% | Added |