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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,298 | $111.0K | 0.02% | +45+3.6% | Added |
| Berman Capital Advisors, LLC | 1,306 | $111.0K | 0.02% | +50+4.0% | Added |
| TD Capital Management LLC | 1,290 | $111.0K | 0.01% | +290+29.0% | Added |
| Sittner & Nelson, LLC | 1,310 | $112.0K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,315 | $113.0K | 0.02% | −600−31.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,319 | $113.0K | 0.07% | −89−6.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,328 | $114.0K | 0.03% | −55−4.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $116.0K | 0.02% | +1,353 | New |
| FFT Wealth Management LLC | 1,378 | $118.0K | 0.03% | +1,378 | New |
| Asset Dedication, LLC | 1,386 | $119.0K | 0.02% | +6+0.4% | Added |
| San Francisco Sentry Investment Group (Ca) | 1,419 | $121.0K | 0.06% | +220+18.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,447 | $124.0K | 0.07% | 00.0% | Unchanged |
| First PREMIER Bank | 1,456 | $125.0K | 0.04% | +236+19.3% | Added |
| Smithfield Trust Co | 1,472 | $126.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,500 | $129.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,516 | $130.0K | 0.02% | −372−19.7% | Reduced |
| TCI Wealth Advisors, Inc. | 1,560 | $134.0K | 0.02% | −59−3.6% | Reduced |
| Brendel Financial Advisors LLC | 1,563 | $134.0K | 0.07% | +1,563 | New |
| HHM Wealth Advisors, LLC | 1,605 | $138.0K | 0.04% | +116+7.8% | Added |
| Aspire Private Capital, LLC | 1,669 | $143.0K | 0.05% | +700+72.2% | Added |
| Security National Trust Co | 1,693 | $146.0K | 0.03% | −50−2.9% | Reduced |
| Vestor Capital, LLC | 1,715 | $147.0K | 0.02% | +105+6.5% | Added |
| Eagle Bay Advisors LLC | 1,693 | $148.0K | 0.12% | +1,693 | New |
| Massmutual Trust Co FSB | 1,807 | $155.0K | 0.01% | +715+65.5% | Added |
| Clearview Wealth Advisors LLC | 1,893 | $163.0K | 0.10% | +13+0.7% | Added |
| Fieldpoint Private Securities, LLC | 2,207 | $164.0K | 0.04% | +220+11.1% | Added |
| Hexagon Capital Partners LLC | 1,949 | $167.0K | 0.05% | +502+34.7% | Added |
| Gradient Investments LLC | 1,959 | $168.0K | 0.00% | −543−21.7% | Reduced |
| Laurel Wealth Advisors LLC | 1,973 | $169.0K | 0.04% | +52+2.7% | Added |
| Sutton Wealth Advisors Inc. | 1,974 | $169.4K | 0.06% | 00.0% | Unchanged |
| PGGM Investments | 1,976 | $170.0K | 0.00% | +1,976 | New |
| Parisi Gray Wealth Management | 1,975 | $170.0K | 0.06% | +1,975 | New |
| Pinnacle Bancorp, Inc. | 1,996 | $171.0K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,044 | $175.0K | 0.03% | +2+0.1% | Added |
| Johnson Financial Group, Inc. | 2,070 | $178.0K | 0.01% | −5,660−73.2% | Reduced |
| Jones Financial Companies LLLP | 2,260 | $194.0K | 0.00% | +292+14.8% | Added |
| Tarbox Family Office, Inc. | 2,325 | $200.0K | 0.04% | +250+12.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,335 | $200.0K | 0.13% | +2,335 | New |
| Montag A & Associates Inc | 2,343 | $201.0K | 0.01% | −750−24.2% | Reduced |
| First City Capital Management, Inc. | 2,703 | $201.0K | 0.11% | −253−8.6% | Reduced |
| Douglas Lane & Associates, LLC | 2,338 | $201.0K | 0.00% | −115−4.7% | Reduced |
| Woodmont Investment Counsel LLC | 2,337 | $201.0K | 0.03% | +2,337 | New |
| Paradigm Financial Advisors, LLC | 2,340 | $201.0K | 0.04% | +2,340 | New |
| Anchor Investment Management, LLC | 2,347 | $201.4K | 0.03% | −125−5.1% | Reduced |
| Good Life Advisors, LLC | 2,358 | $202.0K | 0.04% | −195−7.6% | Reduced |
| Close Asset Management Ltd | 2,356 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,368 | $203.0K | 0.05% | +17+0.7% | Added |
| Wealthcare Advisory Partners LLC | 2,371 | $203.0K | 0.01% | +35+1.5% | Added |
| Investment Partners, Ltd. | 2,366 | $203.0K | 0.09% | +2,366 | New |
| Marietta Investment Partners LLC | 2,360 | $203.0K | 0.05% | +2,360 | New |
| Moller Financial Services | 2,368 | $203.0K | 0.07% | +2,368 | New |
| Integrated Advisors Network LLC | 2,377 | $204.0K | 0.02% | +2,377 | New |
| Private Portfolio Partners LLC | 2,378 | $204.2K | 0.06% | −347−12.7% | Reduced |
| Abacus Wealth Partners, LLC | 2,396 | $205.6K | 0.08% | +2,396 | New |
| Shufro Rose & Co LLC | 2,400 | $206.0K | 0.02% | −149−5.8% | Reduced |
| Old National Bancorp | 2,394 | $206.0K | 0.01% | +2,394 | New |
| Pinnacle Family Advisors, LLC | 2,402 | $206.0K | 0.09% | +2,402 | New |
| Coastal Investment Advisors, Inc. | 2,408 | $207.0K | 0.05% | +2,408 | New |
| Opus Capital Group, LLC | 2,425 | $208.0K | 0.05% | −194−7.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,418 | $208.0K | 0.03% | +2,418 | New |
| Soltis Investment Advisors LLC | 2,425 | $208.0K | 0.03% | +2,425 | New |
| Chicago Trust Co NA | 2,436 | $209.0K | 0.05% | +2,436 | New |
| Allegheny Financial Group LTD | 2,435 | $209.0K | 0.09% | +2,435 | New |
| Convergence Investment Partners, LLC | 2,446 | $210.0K | 0.09% | −79−3.1% | Reduced |
| Nations Financial Group Inc, | 2,447 | $210.0K | 0.04% | +2,447 | New |
| Beach Investment Counsel Inc | 2,460 | $211.0K | 0.02% | −100−3.9% | Reduced |
| Azimuth Capital Management LLC | 2,459 | $211.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,463 | $211.0K | 0.04% | +1,651+203.3% | Added |
| GSB Wealth Management, LLC | 2,500 | $215.0K | 0.07% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,500 | $215.0K | 0.14% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,509 | $215.0K | 0.02% | +2,509 | New |
| Asahi Life Asset Management Co., Ltd. | 2,500 | $215.0K | 0.03% | +2,500 | New |
| Plimoth Trust Co LLC | 2,526 | $217.0K | 0.06% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,537 | $218.0K | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,548 | $219.0K | 0.01% | −1,136−30.8% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 2,555 | $219.0K | 0.09% | −20−0.8% | Reduced |
| Crawford Investment Counsel Inc | 2,556 | $219.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,553 | $219.0K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,554 | $219.0K | 0.14% | +4+0.2% | Added |
| CWS Financial Advisors, LLC | 2,566 | $220.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,562 | $220.0K | 0.06% | +2,562 | New |
| JNBA Financial Advisors | 2,574 | $221.0K | 0.03% | −128−4.7% | Reduced |
| Bradley Foster & Sargent Inc | 2,571 | $221.0K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,579 | $221.0K | 0.05% | 00.0% | Unchanged |
| J. Goldman & Co LP | 2,577 | $221.0K | 0.01% | +2,577 | New |
| Washington Trust Bank | 2,590 | $222.0K | 0.03% | −44−1.7% | Reduced |
| Acima Private Wealth, LLC | 2,600 | $223.0K | 0.10% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,597 | $223.0K | 0.09% | +84+3.3% | Added |
| Moloney Securities Asset Management, LLC | 2,595 | $223.0K | 0.04% | +2,595 | New |
| Chicago Partners Investment Group LLC | 3,037 | $226.0K | 0.02% | +131+4.5% | Added |
| Sawtooth Solutions, LLC | 2,631 | $226.0K | 0.04% | +2,631 | New |
| Ameritas Investment Company, LLC | 2,538 | $227.0K | 0.01% | −640−20.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,650 | $227.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,640 | $227.0K | 0.03% | +367+16.1% | Added |
| Bank of Stockton | 2,655 | $228.0K | 0.07% | −100−3.6% | Reduced |
| Leisure Capital Management | 2,668 | $229.0K | 0.13% | −299−10.1% | Reduced |
| Lindbrook Capital, LLC | 2,667 | $229.0K | 0.05% | +15+0.6% | Added |
| Meridian Wealth Advisors, LLC | 2,686 | $231.0K | 0.07% | +106+4.1% | Added |
| Tributary Capital Management, LLC | 2,700 | $232.0K | 0.02% | −50−1.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,700 | $232.0K | 0.06% | 00.0% | Unchanged |