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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 2,712 | $233.0K | 0.02% | +10+0.4% | Added |
| Port Capital LLC | 2,720 | $233.0K | 0.01% | +93+3.5% | Added |
| Quadrant Capital Group LLC | 2,714 | $233.0K | 0.03% | +142+5.5% | Added |
| Fox Run Management, L.L.C. | 2,713 | $233.0K | 0.21% | +2,713 | New |
| Capital One Financial Corp | 2,726 | $234.0K | 0.03% | −754−21.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,725 | $234.0K | 0.01% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 2,879 | $235.0K | 0.05% | +2,879 | New |
| Gables Capital Management Inc. | 2,752 | $236.0K | 0.16% | −1,325−32.5% | Reduced |
| CIBC World Markets Inc. | 2,745 | $236.0K | 0.00% | −572−17.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,745 | $236.0K | 0.06% | +2,745 | New |
| LBMC Investment Advisors, LLC | 2,749 | $236.0K | 0.02% | +2,749 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,760 | $237.0K | 0.01% | −10.0% | Reduced |
| Pensionmark Financial Group, LLC | 2,781 | $239.0K | 0.05% | +10+0.4% | Added |
| Essex Financial Services, Inc. | 2,947 | $240.0K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 2,795 | $240.0K | 0.10% | −65−2.3% | Reduced |
| Rossmore Private Capital | 2,801 | $240.0K | 0.04% | +96+3.5% | Added |
| Horizon Investments, LLC | 2,808 | $241.0K | 0.01% | +71+2.6% | Added |
| Cadinha & Co LLC | 2,815 | $242.0K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,835 | $243.0K | 0.11% | +150+5.6% | Added |
| Golden State Equity Partners | 2,844 | $244.0K | 0.09% | −5,323−65.2% | Reduced |
| JT Stratford LLC | 2,860 | $245.0K | 0.08% | −341−10.7% | Reduced |
| Perpetual Investment Management Ltd | 2,869 | $246.0K | 0.03% | −107,145−97.4% | Reduced |
| HCR Wealth Advisors | 2,872 | $246.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,880 | $247.0K | 0.02% | −280−8.9% | Reduced |
| Chilton Capital Management LLC | 2,881 | $247.0K | 0.01% | +2,881 | New |
| Townsend Asset Management Corp | 2,894 | $248.0K | 0.14% | +10.0% | Added |
| LCNB Corp | 2,890 | $248.0K | 0.12% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,887 | $248.0K | 0.03% | +30+1.1% | Added |
| PFG Advisors | 2,898 | $249.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,896 | $249.0K | 0.08% | +28+1.0% | Added |
| Brighton Jones LLC | 2,919 | $250.0K | 0.01% | +427+17.1% | Added |
| Monetary Management Group Inc | 2,927 | $251.0K | 0.08% | +100+3.5% | Added |
| Ssi Investment Management LLC | 2,941 | $252.0K | 0.02% | −14−0.5% | Reduced |
| Mercer Capital Advisers, Inc. | 2,941 | $252.0K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,937 | $252.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,939 | $252.0K | 0.02% | +69+2.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,947 | $253.0K | 0.00% | +279+10.5% | Added |
| E&G Advisors, LP | 0 | $253.0K | 0.07% | 0 | New |
| NewEdge Wealth, LLC | 2,945 | $253.0K | 0.02% | +2,945 | New |
| Dakota Wealth Management | 2,984 | $256.0K | 0.03% | −226−7.0% | Reduced |
| First Horizon Advisors, Inc. | 2,994 | $256.0K | 0.01% | −164−5.2% | Reduced |
| Grace Capital | 3,000 | $257.0K | 0.17% | −800−21.1% | Reduced |
| Global Trust Asset Management, LLC | 2,999 | $257.0K | 0.12% | −117−3.8% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $257.0K | 0.19% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,992 | $257.0K | 0.07% | +10.0% | Added |
| SCP Investment, LP | 3,000 | $257.0K | 0.07% | +520+21.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,006 | $258.0K | 0.00% | −721−19.3% | Reduced |
| Insight Folios Inc | 3,011 | $258.0K | 0.15% | +3,011 | New |
| APCM Wealth Management for Individuals | 3,041 | $261.0K | 0.05% | −4,588−60.1% | Reduced |
| M&R Capital Management Inc | 3,063 | $262.0K | 0.06% | −212−6.5% | Reduced |
| TrinityPoint Wealth, LLC | 3,057 | $262.0K | 0.05% | +3,057 | New |
| Staley Capital Advisers Inc | 3,060 | $263.0K | 0.01% | +360+13.3% | Added |
| Wade G W & Inc | 3,097 | $266.0K | 0.01% | −731−19.1% | Reduced |
| Kanawha Capital Management LLC | 3,094 | $266.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,119 | $267.7K | 0.10% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,123 | $268.0K | 0.12% | −27−0.9% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $269.0K | 0.17% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,149 | $270.0K | 0.00% | −37−1.2% | Reduced |
| Financial Advisory Service, Inc. | 3,163 | $271.0K | 0.03% | +150+5.0% | Added |
| Robertson Stephens Wealth Management, LLC | 3,160 | $271.0K | 0.03% | +3,160 | New |
| Callahan Advisors, LLC | 3,176 | $273.0K | 0.03% | +3,176 | New |
| Journey Advisory Group, LLC | 3,188 | $274.0K | 0.09% | +3,188 | New |
| Ieq Capital, LLC | 3,200 | $275.0K | 0.01% | +3,200 | New |
| Prime Capital Investment Advisors, LLC | 3,220 | $276.0K | 0.02% | +3,220 | New |
| Allworth Financial LP | 3,223 | $277.0K | 0.01% | +198+6.5% | Added |
| Kore Private Wealth LLC | 3,232 | $277.0K | 0.03% | +3,232 | New |
| Evergreen Capital Management LLC | 3,276 | $281.0K | 0.01% | +355+12.2% | Added |
| Cutler Group LP | 3,295 | $282.0K | 0.02% | +3,295 | New |
| Triumph Capital Management | 3,586 | $282.0K | 0.17% | +3,586 | New |
| Avestar Capital, LLC | 3,296 | $283.0K | 0.05% | −6−0.2% | Reduced |
| Summit Financial, LLC | 3,302 | $283.4K | 0.03% | +3,302 | New |
| IFG Advisory, LLC | 3,328 | $285.0K | 0.03% | −857−20.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,321 | $285.0K | 0.01% | +310+10.3% | Added |
| WBH Advisory Inc | 3,845 | $286.0K | 0.04% | −599−13.5% | Reduced |
| Ballew Advisors, Inc | 3,520 | $287.0K | 0.20% | −3,520−50.0% | Reduced |
| Allen Investment Management LLC | 3,342 | $287.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,353 | $288.0K | 0.04% | −169−4.8% | Reduced |
| Pflug Koory, LLC | 3,353 | $288.0K | 0.15% | +371+12.4% | Added |
| Trust Co of Vermont | 3,356 | $288.0K | 0.02% | +465+16.1% | Added |
| Davidson Trust Co | 3,372 | $289.0K | 0.23% | +136+4.2% | Added |
| First National Bank Sioux Falls | 3,370 | $289.0K | 0.44% | +195+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,379 | $290.0K | 0.03% | −369−9.8% | Reduced |
| First National Bank of South Miami | 3,380 | $290.0K | 0.20% | −239−6.6% | Reduced |
| Compton Capital Management Inc | 3,375 | $290.0K | 0.09% | −50−1.5% | Reduced |
| West Paces Advisors Inc. | 3,391 | $291.0K | 0.11% | −206−5.7% | Reduced |
| Prestige Wealth Management Group LLC | 3,406 | $292.0K | 0.08% | +66+2.0% | Added |
| Birmingham Capital Management Co Inc | 3,416 | $293.0K | 0.11% | +30+0.9% | Added |
| Relative Value Partners Group, LLC | 3,429 | $294.0K | 0.02% | −34−1.0% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $294.0K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,442 | $295.0K | 0.02% | +2+0.1% | Added |
| Ausdal Financial Partners, Inc. | 3,432 | $295.0K | 0.04% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,450 | $296.0K | 0.23% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,454 | $296.0K | 0.01% | +48+1.4% | Added |
| Vanguard Capital Wealth Advisors | 3,456 | $296.0K | 0.22% | +12+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 3,462 | $297.0K | 0.19% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,472 | $298.0K | 0.01% | +87+2.6% | Added |
| Stevens Capital Management LP | 3,495 | $300.0K | 0.09% | −848−19.5% | Reduced |
| Little House Capital LLC | 3,495 | $300.0K | 0.16% | +3,495 | New |
| Mayflower Financial Advisors, LLC | 3,504 | $301.0K | 0.04% | +1,040+42.2% | Added |
| Searle & Co. | 3,541 | $304.0K | 0.12% | 00.0% | Unchanged |