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 |
|---|---|---|---|---|---|
| Financial Insights, Inc. | 266 | $22.8K | 0.02% | +266 | New |
| McCarthy Asset Management, Inc. | 271 | $23.0K | 0.02% | +1+0.4% | Added |
| Rocky Mountain Advisers, LLC | 274 | $24.0K | 0.03% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 300 | $26.0K | 0.02% | −275−47.8% | Reduced |
| Hoese & Co LLP | 302 | $26.0K | 0.03% | +302 | New |
| Ellis Investment Partners, LLC | 322 | $27.0K | 0.01% | +3+0.9% | Added |
| Firestone Capital Management | 318 | $27.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 325 | $27.0K | 0.01% | +325 | New |
| PrairieView Partners, LLC | 326 | $28.0K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 378 | $32.0K | 0.01% | +4+1.1% | Added |
| Hoey Investments, Inc | 400 | $34.0K | 0.01% | −315−44.1% | Reduced |
| Larson Financial Group LLC | 391 | $34.0K | 0.01% | +2+0.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 410 | $35.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 406 | $35.0K | 0.01% | +4+1.0% | Added |
| First Financial Corp | 420 | $36.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 415 | $36.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 414 | $36.0K | 0.01% | +42+11.3% | Added |
| DB Wealth Management Group, LLC | 435 | $37.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 429 | $37.0K | 0.00% | +429 | New |
| Private Ocean, LLC | 440 | $38.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 460 | $39.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $39.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 470 | $40.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 471 | $40.0K | 0.00% | −6−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 469 | $40.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 565 | $41.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 488 | $42.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 500 | $43.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 501 | $43.0K | 0.03% | 00.0% | Unchanged |
| Waycross Partners, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 516 | $44.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 512 | $44.0K | 0.00% | +5+1.0% | Added |
| Lenox Wealth Advisors, LLC | 540 | $46.0K | 0.01% | +13+2.5% | Added |
| Glassman Wealth Services | 531 | $46.0K | 0.01% | +36+7.3% | Added |
| Clean Yield Group | 535 | $46.0K | 0.02% | +535 | New |
| Cubist Systematic Strategies, LLC | 572 | $49.0K | 0.00% | −35,986−98.4% | Reduced |
| Coastal Capital Group, Inc. | 576 | $49.0K | 0.01% | +5+0.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 600 | $49.0K | 0.00% | +600 | New |
| Loomis Sayles & Co L P | 586 | $50.0K | 0.00% | +16+2.8% | Added |
| Endurance Wealth Management, Inc. | 590 | $50.0K | 0.01% | +90+18.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 595 | $51.0K | 0.01% | −29−4.6% | Reduced |
| Capital Advisors, Ltd. LLC | 594 | $51.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 588 | $51.0K | 0.01% | +488+488.0% | Added |
| First Command Financial Services, Inc. | 588 | $51.0K | 0.01% | +488+488.0% | Added |
| Investment Research & Advisory Group, Inc. | 611 | $52.0K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 604 | $52.0K | 0.05% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 623 | $53.0K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 653 | $56.0K | 0.04% | +53+8.8% | Added |
| Creative Financial Designs Inc | 680 | $58.0K | 0.01% | +401+143.7% | Added |
| Toth Financial Advisory Corp | 682 | $59.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 676 | $59.0K | 0.04% | +30+4.6% | Added |
| Plante Moran Financial Advisors, LLC | 691 | $59.0K | 0.01% | +117+20.4% | Added |
| Vigilant Capital Management, LLC | 700 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 691 | $60.0K | 0.04% | +691 | New |
| Addison Advisors LLC | 702 | $60.0K | 0.05% | +702 | New |
| Evoke Wealth, LLC | 709 | $61.0K | 0.00% | −39−5.2% | Reduced |
| CVA Family Office, LLC | 713 | $61.0K | 0.02% | +525+279.3% | Added |
| Elmwood Wealth Management, Inc. | 750 | $64.0K | 0.03% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 756 | $65.0K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 768 | $66.0K | 0.00% | −19,617−96.2% | Reduced |
| Tradewinds Capital Management, LLC | 764 | $66.0K | 0.01% | +47+6.6% | Added |
| Stonebridge Capital Advisors LLC | 784 | $67.0K | 0.01% | −105−11.8% | Reduced |
| Versant Capital Management, Inc | 778 | $67.0K | 0.02% | −55−6.6% | Reduced |
| Heritage Wealth Advisors | 817 | $70.2K | 0.00% | −250−23.4% | Reduced |
| Private Capital Group, LLC | 839 | $72.0K | 0.02% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 898 | $78.0K | 0.02% | −130−12.6% | Reduced |
| Avion Wealth | 904 | $78.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 910 | $78.0K | 0.02% | +326+55.8% | Added |
| Atlas Capital Advisors LLC | 913 | $78.4K | 0.01% | +20+2.2% | Added |
| McIlrath & Eck, LLC | 919 | $79.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 947 | $81.0K | 0.01% | −56−5.6% | Reduced |
| Trust Co | 944 | $81.0K | 0.06% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 923 | $81.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 955 | $82.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 950 | $82.0K | 0.02% | +950 | New |
| Gemmer Asset Management LLC | 964 | $83.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 985 | $85.0K | 0.01% | +248+33.6% | Added |
| Global Financial Private Client, LLC | 987 | $86.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 999 | $86.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,002 | $86.0K | 0.01% | +97+10.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $87.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 1,021 | $87.0K | 0.03% | +5+0.5% | Added |
| Strategic Blueprint, LLC | 1,034 | $89.0K | 0.01% | +1,034 | New |
| WealthShield Partners, LLC | 1,140 | $98.0K | 0.02% | −314−21.6% | Reduced |
| Piscataqua Savings Bank | 1,134 | $98.0K | 0.08% | −102−8.3% | Reduced |
| Corsicana & Co. | 1,142 | $98.0K | 0.06% | +1,142 | New |
| Centerpoint Advisors, LLC | 1,157 | $99.0K | 0.05% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,158 | $99.0K | 0.00% | +1,158 | New |
| Front Row Advisors LLC | 1,504 | $100.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,186 | $101.0K | 0.00% | +1,186 | New |
| JJJ Advisors Inc. | 1,188 | $102.0K | 0.04% | +4+0.3% | Added |
| Enterprise Trust & Investment Co | 1,200 | $103.0K | 0.04% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,217 | $104.0K | 0.07% | +500+69.7% | Added |
| Optimum Investment Advisors | 1,238 | $106.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,248 | $107.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,259 | $108.0K | 0.03% | −216−14.6% | Reduced |
| Bedel Financial Consulting, Inc. | 1,259 | $108.0K | 0.04% | +350+38.5% | Added |
| Freedman Financial Associates, Inc. | 1,286 | $110.0K | 0.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,283 | $110.0K | 0.02% | +3+0.2% | Added |