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 |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 71,183 | $6.11M | 0.18% | +321+0.5% | Added |
| Greenwood Capital Associates LLC | 71,655 | $6.15M | 0.93% | +1,068+1.5% | Added |
| Texas Permanent School Fund | 72,742 | $6.24M | 0.07% | −197−0.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 73,010 | $6.27M | 0.10% | +73,010 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 74,387 | $6.38M | 0.04% | +392+0.5% | Added |
| D L Carlson Investment Group Inc | 74,932 | $6.43M | 1.11% | −260.0% | Reduced |
| Bryn Mawr Trust Co | 75,489 | $6.48M | 0.25% | −394−0.5% | Reduced |
| Great Lakes Advisors, LLC | 75,632 | $6.49M | 0.10% | +4,774+6.7% | Added |
| Calamos Advisors LLC | 76,783 | $6.59M | 0.03% | +17,463+29.4% | Added |
| State of Tennessee, Treasury Department | 77,992 | $6.69M | 0.03% | +323+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 78,017 | $6.70M | 1.28% | −4,241−5.2% | Reduced |
| USS Investment Management Ltd | 79,327 | $6.81M | 0.05% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 80,861 | $6.94M | 0.04% | +9,190+12.8% | Added |
| Teacher Retirement System of Texas | 81,147 | $6.96M | 0.04% | −35,043−30.2% | Reduced |
| Hi-Line Capital Management, LLC | 81,761 | $7.02M | 2.67% | +903+1.1% | Added |
| Hikari Tsushin, Inc. | 81,844 | $7.02M | 0.86% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 82,852 | $7.11M | 1.70% | +4,934+6.3% | Added |
| Hendley & Co Inc | 83,342 | $7.15M | 2.39% | +10,065+13.7% | Added |
| Utah Retirement Systems | 83,367 | $7.16M | 0.09% | −400−0.5% | Reduced |
| Motco | 84,139 | $7.22M | 0.47% | −150−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 84,451 | $7.25M | 0.04% | +53,822+175.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 85,525 | $7.34M | 0.08% | −4,378−4.9% | Reduced |
| Comerica Bank | 111,415 | $7.38M | 0.04% | −3,001−2.6% | Reduced |
| Bollard Group LLC | 86,148 | $7.39M | 0.23% | +33,972+65.1% | Added |
| Richard C. Young & CO., LTD. | 88,095 | $7.56M | 0.96% | +6,381+7.8% | Added |
| Raymond James Trust N.A. | 88,403 | $7.59M | 0.25% | −769−0.9% | Reduced |
| Spirit of America Management Corp | 88,832 | $7.62M | 1.63% | −1,000−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 89,662 | $7.69M | 0.10% | −300−0.3% | Reduced |
| Geneos Wealth Management Inc. | 87,991 | $7.73M | 0.30% | −1,375−1.5% | Reduced |
| First Trust Advisors LP | 91,069 | $7.79M | 0.01% | −28,556−23.9% | Reduced |
| PEAK6 Investments LLC | 92,926 | $7.97M | 0.21% | +70,893+321.8% | Added |
| Mattern Capital Management, LLC | 93,208 | $8.00M | 1.58% | +1,058+1.1% | Added |
| M&G Investment Management Ltd | 93,831 | $8.07M | 0.04% | +93,831 | New |
| Heritage Investors Management Corp | 94,405 | $8.10M | 0.34% | −1,921−2.0% | Reduced |
| Hudson Bay Capital Management LP | 97,740 | $8.39M | 0.11% | +97,740 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,962 | $8.41M | 0.01% | +14,625+17.5% | Added |
| CCM Investment Advisers LLC | 98,918 | $8.49M | 1.09% | +347+0.4% | Added |
| Squarepoint Ops LLC | 100,761 | $8.65M | 0.06% | +89,572+800.5% | Added |
| MetLife Investment Management | 101,516 | $8.71M | 0.08% | −2,572−2.5% | Reduced |
| Recurrent Investment Advisors LLC | 103,907 | $8.92M | 4.49% | +18,252+21.3% | Added |
| NN Investment Partners Holdings N.V. | 105,778 | $9.08M | 0.05% | +103,005+3,714.6% | Added |
| Bridgecreek Investment Management, LLC | 106,235 | $9.12M | 1.33% | −8,325−7.3% | Reduced |
| Nomura Asset Management Co Ltd | 106,411 | $9.13M | 0.05% | +11,647+12.3% | Added |
| Eastern Bank | 107,109 | $9.19M | 0.45% | +344+0.3% | Added |
| Mercer Global Advisors Inc | 107,482 | $9.22M | 0.07% | −2,675−2.4% | Reduced |
| Encompass Capital Advisors LLC | 107,500 | $9.23M | 0.85% | +107,500 | New |
| Wesbanco Bank Inc | 108,041 | $9.27M | 0.35% | −2,389−2.2% | Reduced |
| AMP Capital Investors Ltd | 108,188 | $9.28M | 0.04% | −7,738−6.7% | Reduced |
| Osborne Partners Capital Management, LLC | 108,216 | $9.29M | 0.76% | +5,117+5.0% | Added |
| Wallington Asset Management, LLC | 109,595 | $9.40M | 1.61% | +4,544+4.3% | Added |
| Oppenheimer Asset Management Inc. | 109,963 | $9.44M | 0.13% | +21,403+24.2% | Added |
| State of Michigan Retirement System | 110,102 | $9.45M | 0.06% | +500+0.5% | Added |
| Ensign Peak Advisors, Inc | 110,573 | $9.49M | 0.02% | −7,945−6.7% | Reduced |
| Creative Planning | 111,072 | $9.53M | 0.02% | −6,768−5.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 111,450 | $9.63M | 0.34% | +111,450 | New |
| Polaris Wealth Advisory Group, LLC | 110,888 | $9.66M | 0.57% | +110,888 | New |
| Advisors Asset Management, Inc. | 112,952 | $9.69M | 0.14% | +15,118+15.5% | Added |
| Lawson Kroeker Investment Management Inc | 114,718 | $9.85M | 3.12% | −1,145−1.0% | Reduced |
| RPG Investment Advisory, LLC | 115,113 | $9.88M | 1.61% | +42,119+57.7% | Added |
| American Assets Investment Management, LLC | 115,300 | $9.89M | 1.29% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 118,175 | $10.1M | 2.29% | −1,900−1.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 121,351 | $10.4M | 0.05% | −310,499−71.9% | Reduced |
| SG Americas Securities, LLC | 121,401 | $10.4M | 0.05% | −73,749−37.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 121,903 | $10.5M | 0.05% | +121,903 | New |
| Arizona State Retirement System | 122,416 | $10.5M | 0.09% | −676−0.5% | Reduced |
| Amalgamated Bank | 123,625 | $10.6M | 0.09% | +99,775+418.3% | Added |
| Gratus Capital LLC | 124,140 | $10.7M | 1.18% | +10,921+9.6% | Added |
| Vontobel Holding Ltd. | 131,568 | $11.2M | 0.10% | −12,805−8.9% | Reduced |
| SIR Capital Management, L.P. | 132,900 | $11.4M | 1.69% | +132,900 | New |
| Capital Fund Management S.A. | 133,074 | $11.4M | 0.31% | +133,074 | New |
| American International Group, Inc. | 133,582 | $11.5M | 0.05% | +4,351+3.4% | Added |
| ProShare Advisors LLC | 134,931 | $11.6M | 0.03% | +20,790+18.2% | Added |
| Guggenheim Capital LLC | 136,066 | $11.7M | 0.07% | −9,709−6.7% | Reduced |
| Baird Financial Group, Inc. | 138,829 | $11.9M | 0.03% | +1,925+1.4% | Added |
| Aviva PLC | 141,415 | $12.1M | 0.05% | −5,004−3.4% | Reduced |
| Natixis Advisors, L.P. | 142,922 | $12.3M | 0.06% | +9,229+6.9% | Added |
| Crossmark Global Holdings, Inc. | 143,060 | $12.3M | 0.29% | +16,466+13.0% | Added |
| Skba Capital Management LLC | 143,810 | $12.3M | 2.41% | −33,000−18.7% | Reduced |
| MML Investors Services, LLC | 144,499 | $12.4M | 0.10% | +8,309+6.1% | Added |
| Churchill Management Corp | 146,657 | $12.6M | 0.19% | +146,657 | New |
| Janus Henderson Group PLC | 147,201 | $12.6M | 0.01% | +51,347+53.6% | Added |
| HighTower Advisors, LLC | 149,219 | $12.8M | 0.04% | +4,426+3.1% | Added |
| Schwerin Boyle Capital Management Inc | 150,013 | $12.9M | 1.06% | −2,015−1.3% | Reduced |
| PFS Investments Inc. | 156,785 | $13.0M | 0.30% | +30,843+24.5% | Added |
| Hyman Charles D | 151,604 | $13.0M | 0.91% | −2,135−1.4% | Reduced |
| Treasurer of the State of North Carolina | 152,470 | $13.1M | 0.08% | −32,115−17.4% | Reduced |
| South Dakota Investment Council | 154,042 | $13.2M | 0.23% | −38,260−19.9% | Reduced |
| Fort Washington Investment Advisors Inc | 155,713 | $13.4M | 0.12% | +561+0.4% | Added |
| Royal London Asset Management Ltd | 156,659 | $13.4M | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 159,263 | $13.7M | 0.07% | +16,754+11.8% | Added |
| Retirement Systems of Alabama | 160,171 | $13.7M | 0.05% | −2,749−1.7% | Reduced |
| AXA S.A. | 160,987 | $13.8M | 0.04% | −407,202−71.7% | Reduced |
| TCTC Holdings, LLC | 161,452 | $13.9M | 0.64% | +9,118+6.0% | Added |
| Korea Investment CORP | 169,700 | $14.6M | 0.04% | −9,075−5.1% | Reduced |
| Janney Montgomery Scott LLC | 172,715 | $14.8M | 0.07% | −4,780−2.7% | Reduced |
| State of Alaska, Department of Revenue | 173,530 | $14.9M | 0.15% | −348−0.2% | Reduced |
| Glenmede Trust Co NA | 173,644 | $14.9M | 0.08% | −5,849−3.3% | Reduced |
| Keybank National Association | 174,367 | $15.0M | 0.07% | −6,401−3.5% | Reduced |
| Hikari Power Ltd | 177,330 | $15.2M | 1.50% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 180,499 | $15.5M | 0.84% | +128,589+247.7% | Added |