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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 2,253,364 | $193.4M | 0.26% | −4,156−0.2% | Reduced |
| LSV Asset Management | 2,269,194 | $194.7M | 0.33% | −781,668−25.6% | Reduced |
| Amundi | 2,439,230 | $209.3M | 0.15% | +2,439,230 | New |
| Charles Schwab Investment Management Inc | 2,759,341 | $236.8M | 0.08% | +160,119+6.2% | Added |
| Parametric Portfolio Associates LLC | 2,890,661 | $248.1M | 0.14% | −12,365−0.4% | Reduced |
| Ameriprise Financial Inc | 2,950,004 | $253.0M | 0.08% | +34,092+1.2% | Added |
| Invesco Ltd. | 3,007,857 | $258.1M | 0.06% | +424,923+16.5% | Added |
| Dimensional Fund Advisors LP | 3,284,978 | $281.9M | 0.09% | +6,902+0.2% | Added |
| Legal & General Group Plc | 3,314,264 | $284.4M | 0.10% | +91,381+2.8% | Added |
| Morgan Stanley | 3,431,904 | $294.5M | 0.04% | −958,222−21.8% | Reduced |
| Nuveen Asset Management, LLC | 3,810,277 | $327.0M | 0.10% | +217,575+6.1% | Added |
| UBS Group AG | 4,095,010 | $351.4M | 0.15% | +179,540+4.6% | Added |
| Bank of New York Mellon Corp | 4,335,006 | $372.0M | 0.07% | +255,687+6.3% | Added |
| Norges Bank | 4,352,646 | $373.5M | 0.08% | −140,173−3.1% | Reduced |
| Northern Trust Corp | 5,095,774 | $437.3M | 0.08% | −48,670−0.9% | Reduced |
| JPMorgan Chase & Co | 6,055,599 | $519.7M | 0.07% | +804,048+15.3% | Added |
| Bank of America Corp | 7,101,197 | $609.4M | 0.07% | +536,126+8.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 7,223,859 | $620.0M | 1.99% | −1,444,007−16.7% | Reduced |
| Geode Capital Management, LLC | 7,459,489 | $638.3M | 0.09% | +1,109,917+17.5% | Added |
| Aristotle Capital Management, LLC | 8,540,451 | $732.9M | 1.40% | +246,369+3.0% | Added |
| FMR LLC | 8,588,249 | $737.0M | 0.06% | −317,340−3.6% | Reduced |
| Wellington Management Group LLP | 10,332,648 | $886.7M | 0.15% | −298,274−2.8% | Reduced |
| Wells Fargo & Company | 14,937,672 | $1.28B | 0.29% | −764,568−4.9% | Reduced |
| State Street Corp | 29,583,596 | $2.54B | 0.13% | +501,467+1.7% | Added |
| BlackRock Inc. | 34,064,275 | $2.92B | 0.08% | +649,223+1.9% | Added |
| Vanguard Group Inc | 43,181,322 | $3.71B | 0.09% | +231,139+0.5% | Added |
| Westside Investment Management, Inc. | 1,591 | – | – | +104+7.0% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| RR Partners LP | 0 | $0 | 0.00% | −667,968−100.0% | Sold out |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −367,473−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −295,385−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −194,754−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −145,903−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −133,245−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −133,200−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Boyer & Corporon Wealth Management, LLC | 0 | $0 | 0.00% | −110,262−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −80,250−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −54,923−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −41,879−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −35,566−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −33,525−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −32,477−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,475−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −13,525−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −9,035−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −8,235−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,952−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −7,539−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,469−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,071−100.0% | Sold out |
| Covenant Multifamily Offices, LLC | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Bennett Selby Investments LP | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| A.R.T. Advisors, LLC | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Fusion Family Wealth LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |