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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 35,878 | $2.92M | 0.15% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 35,225 | $3.02M | 0.24% | −458−1.3% | Reduced |
| Marco Investment Management LLC | 35,417 | $3.04M | 0.35% | +5,903+20.0% | Added |
| Colonial Trust Advisors | 35,473 | $3.04M | 0.37% | +1,315+3.8% | Added |
| Heritage Trust Co | 35,643 | $3.06M | 0.44% | −2,468−6.5% | Reduced |
| McDonald Partners LLC | 35,676 | $3.06M | 0.72% | +389+1.1% | Added |
| ING Groep NV | 35,962 | $3.09M | 0.05% | +35,962 | New |
| Quadrature Capital Ltd | 36,037 | $3.09M | 0.12% | +12,572+53.6% | Added |
| Norinchukin Bank, The | 36,230 | $3.11M | 0.04% | −119−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 36,312 | $3.12M | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 36,477 | $3.13M | 0.10% | +1,200+3.4% | Added |
| Securian Asset Management, Inc | 36,858 | $3.16M | 0.06% | −107−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 36,896 | $3.17M | 0.28% | −946−2.5% | Reduced |
| Beacon Financial Group | 44,638 | $3.17M | 0.45% | −203−0.5% | Reduced |
| Westpac Banking Corp | 37,001 | $3.18M | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,022 | $3.18M | 0.08% | +858+2.4% | Added |
| Nachman Norwood & Parrott, Inc | 37,120 | $3.19M | 0.32% | +3,964+12.0% | Added |
| Leavell Investment Management, Inc. | 39,085 | $3.19M | 0.26% | 00.0% | Unchanged |
| Jane Street Group, LLC | 37,245 | $3.20M | 0.01% | −5,483−12.8% | Reduced |
| Farmers & Merchants Investments Inc | 37,373 | $3.21M | 0.14% | +42+0.1% | Added |
| Pinnacle Associates Ltd | 38,058 | $3.27M | 0.06% | −318−0.8% | Reduced |
| Davenport & Co LLC | 38,138 | $3.27M | 0.03% | +1,262+3.4% | Added |
| Umb Bank N A | 38,213 | $3.28M | 0.08% | +5,131+15.5% | Added |
| Atria Investments LLC | 38,252 | $3.28M | 0.06% | +5,067+15.3% | Added |
| Becker Capital Management Inc | 38,269 | $3.28M | 0.14% | +1,716+4.7% | Added |
| Cushing Asset Management, LP | 38,273 | $3.29M | 0.32% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 38,480 | $3.30M | 0.01% | +65+0.2% | Added |
| Candriam Luxembourg S.C.A. | 38,913 | $3.34M | 0.02% | −1,125−2.8% | Reduced |
| Fiera Capital Corp | 39,023 | $3.35M | 0.01% | 00.0% | Unchanged |
| Stolper Co | 40,576 | $3.48M | 1.64% | +613+1.5% | Added |
| Hantz Financial Services, Inc. | 40,750 | $3.50M | 0.13% | +2,591+6.8% | Added |
| HM Payson & Co | 40,804 | $3.50M | 0.09% | −2,349−5.4% | Reduced |
| Fluent Financial, LLC | 41,302 | $3.54M | 1.52% | +4,979+13.7% | Added |
| FDx Advisors, Inc. | 41,517 | $3.56M | 0.12% | +4,662+12.6% | Added |
| Ancora Advisors, LLC | 42,133 | $3.62M | 0.10% | −2,281−5.1% | Reduced |
| Telos Capital Management, Inc. | 42,827 | $3.67M | 0.49% | +1,499+3.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 42,831 | $3.68M | 1.21% | −1,274−2.9% | Reduced |
| Cohen & Steers, Inc. | 43,660 | $3.75M | 0.01% | +1,074+2.5% | Added |
| Schroder Investment Management Group | 43,694 | $3.75M | 0.00% | +2,618+6.4% | Added |
| Oppenheimer & Co Inc | 43,906 | $3.77M | 0.07% | +1,306+3.1% | Added |
| Brown Advisory Inc | 44,470 | $3.82M | 0.01% | −1,394−3.0% | Reduced |
| MUFG Americas Holdings Corp | 44,958 | $3.86M | 0.07% | +2,849+6.8% | Added |
| Nissay Asset Management Corp | 45,397 | $3.90M | 0.03% | +2,804+6.6% | Added |
| Blueshift Asset Management, LLC | 46,242 | $3.97M | 0.22% | +38,408+490.3% | Added |
| Veritable, L.P. | 46,243 | $3.97M | 0.06% | −1,832−3.8% | Reduced |
| Canada Pension Plan Investment Board | 46,807 | $4.02M | 0.00% | +5,548+13.4% | Added |
| Rodgers Brothers Inc. | 47,978 | $4.12M | 0.79% | +7,445+18.4% | Added |
| Wintrust Investments LLC | 48,290 | $4.14M | 0.43% | +6,585+15.8% | Added |
| Providence Capital Advisors, LLC | 48,298 | $4.14M | 1.35% | +1,167+2.5% | Added |
| Shelton Capital Management | 49,301 | $4.23M | 0.16% | −41,353−45.6% | Reduced |
| Advisory Services Network, LLC | 49,297 | $4.23M | 0.13% | +845+1.7% | Added |
| Pacific Heights Asset Management LLC | 50,000 | $4.29M | 0.39% | −10,000−16.7% | Reduced |
| RBF Capital, LLC | 50,000 | $4.29M | 0.24% | 00.0% | Unchanged |
| Simmons Bank | 50,101 | $4.30M | 0.31% | −1,092−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 50,281 | $4.31M | 0.08% | −5,498−9.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 50,530 | $4.34M | 1.36% | +50,530 | New |
| Chatham Capital Group, Inc. | 50,682 | $4.35M | 0.84% | +395+0.8% | Added |
| People's United Financial, Inc. | 50,731 | $4.35M | 0.10% | −976−1.9% | Reduced |
| Huntington National Bank | 50,769 | $4.36M | 0.04% | +7,909+18.5% | Added |
| Meyer Handelman Co | 50,880 | $4.37M | 0.17% | −4,917−8.8% | Reduced |
| Commerce Bank | 51,426 | $4.41M | 0.03% | −30−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 51,606 | $4.43M | 0.02% | +1,530+3.1% | Added |
| Alpha Omega Wealth Management LLC | 52,671 | $4.52M | 0.74% | +628+1.2% | Added |
| United Services Automobile Association | 53,051 | $4.55M | 0.08% | −101,364−65.6% | Reduced |
| Hartford Investment Management Co | 53,076 | $4.55M | 0.11% | +5,347+11.2% | Added |
| Nkcfo LLC | 53,200 | $4.57M | 1.53% | 00.0% | Unchanged |
| FourThought Financial, LLC | 53,218 | $4.57M | 0.61% | +9,901+22.9% | Added |
| Metropolitan Life Insurance Co | 53,249 | $4.57M | 0.06% | −697−1.3% | Reduced |
| Chemung Canal Trust Co | 53,895 | $4.63M | 0.88% | +6,655+14.1% | Added |
| Icon Advisers Inc | 55,000 | $4.72M | 0.77% | −37,000−40.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,025 | $4.72M | 0.97% | +19,310+54.1% | Added |
| Buckingham Capital Management, Inc. | 55,089 | $4.73M | 0.76% | −335−0.6% | Reduced |
| Cary Street Partners Asset Management LLC | 55,262 | $4.74M | 1.13% | −43,888−44.3% | Reduced |
| Alley Co LLC | 55,742 | $4.78M | 0.87% | +253+0.5% | Added |
| QS Investors, LLC | 55,846 | $4.79M | 0.06% | −2,374−4.1% | Reduced |
| IFM Investors Pty Ltd | 56,601 | $4.86M | 0.10% | +8,947+18.8% | Added |
| Mutual of America Capital Management LLC | 57,130 | $4.90M | 0.05% | +474+0.8% | Added |
| Country Club Trust Company, n.a. | 59,061 | $5.03M | 0.44% | +1,938+3.4% | Added |
| Natixis | 58,614 | $5.03M | 0.02% | +58,614 | New |
| Royal Fund Management, LLC | 59,541 | $5.11M | 0.85% | +59,541 | New |
| Viking Fund Management LLC | 60,000 | $5.15M | 1.47% | −1,800−2.9% | Reduced |
| Fifth Third Bancorp | 60,297 | $5.17M | 0.02% | −6,719−10.0% | Reduced |
| Bridge Creek Capital Management LLC | 27,217 | $5.19M | 1.96% | −995−3.5% | Reduced |
| Tweedy, Browne Co LLC | 61,608 | $5.29M | 0.15% | −1,379−2.2% | Reduced |
| Montgomery Investment Management Inc | 61,902 | $5.31M | 1.97% | −1,250−2.0% | Reduced |
| Sitrin Capital Management LLC | 63,047 | $5.41M | 2.44% | +193+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 63,317 | $5.43M | 0.09% | −958−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 64,618 | $5.54M | 0.54% | +3,231+5.3% | Added |
| Aristotle Atlantic Partners, LLC | 64,857 | $5.57M | 0.37% | +4,028+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 65,662 | $5.64M | 0.01% | −10,125−13.4% | Reduced |
| Foundation Resource Management Inc | 66,993 | $5.75M | 1.29% | −2,032−2.9% | Reduced |
| DT Investment Partners, LLC | 67,015 | $5.75M | 0.80% | −9,892−12.9% | Reduced |
| D.A. Davidson & Co. | 67,152 | $5.76M | 0.07% | +2,607+4.0% | Added |
| Kornitzer Capital Management Inc | 67,180 | $5.76M | 0.09% | −548−0.8% | Reduced |
| Adams Asset Advisors, LLC | 67,900 | $5.83M | 1.14% | +3,532+5.5% | Added |
| Public Sector Pension Investment Board | 68,635 | $5.89M | 0.04% | +27,260+65.9% | Added |
| Bank of Nova Scotia | 68,944 | $5.92M | 0.01% | −448,397−86.7% | Reduced |
| Mackay Shields LLC | 68,997 | $5.92M | 0.06% | −10,188−12.9% | Reduced |
| Gamco Investors, Inc. Et Al | 69,235 | $5.94M | 0.05% | +158+0.2% | Added |
| Kestra Advisory Services, LLC | 71,011 | $6.09M | 0.07% | +9,510+15.5% | Added |