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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 3,541 | $304.0K | 0.06% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 3,559 | $305.0K | 0.05% | +3,559 | New |
| Field & Main Bank | 3,564 | $306.0K | 0.20% | +39+1.1% | Added |
| Estabrook Capital Management | 3,566 | $306.0K | 0.05% | +15+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,576 | $307.0K | 0.03% | +15+0.4% | Added |
| Woodward Diversified Capital, LLC | 3,575 | $307.0K | 0.18% | +40+1.1% | Added |
| Sargent Bickham Lagudis LLC | 3,581 | $307.0K | 0.03% | +124+3.6% | Added |
| Spinnaker Trust | 3,584 | $308.0K | 0.02% | 00.0% | Unchanged |
| Dodge & Cox | 3,600 | $309.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,614 | $310.0K | 0.01% | +10.0% | Added |
| Loveless Wealth Management LLC | 3,610 | $310.0K | 0.19% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,655 | $314.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,671 | $315.0K | 0.02% | +191+5.5% | Added |
| American Research & Management Co. | 3,684 | $316.0K | 0.07% | −100−2.6% | Reduced |
| McDaniel Terry & Co | 3,688 | $317.0K | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,699 | $317.0K | 0.02% | +769+26.2% | Added |
| Teza Capital Management LLC | 3,709 | $318.0K | 0.05% | −11,037−74.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,702 | $318.0K | 0.17% | −100−2.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,729 | $320.0K | 0.16% | −800−17.7% | Reduced |
| First Citizens Bank & Trust Co | 3,726 | $320.0K | 0.02% | +317+9.3% | Added |
| Diversified Trust Co | 3,736 | $321.0K | 0.01% | +3,736 | New |
| Corbyn Investment Management Inc | 3,750 | $322.0K | 0.12% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,747 | $322.0K | 0.10% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,750 | $322.0K | 0.10% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,781 | $324.0K | 0.08% | 00.0% | Unchanged |
| HNP Capital LLC | 3,781 | $324.0K | 0.09% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,778 | $324.0K | 0.13% | +4+0.1% | Added |
| Barrett Asset Management, LLC | 3,777 | $324.0K | 0.01% | +600+18.9% | Added |
| Gries Financial LLC | 4,573 | $328.0K | 0.11% | +125+2.8% | Added |
| Probity Advisors, Inc. | 3,825 | $328.0K | 0.07% | +417+12.2% | Added |
| Zions Bancorporation, N.A. | 3,816 | $328.0K | 0.03% | +708+22.8% | Added |
| Signaturefd, LLC | 3,829 | $329.0K | 0.01% | +962+33.6% | Added |
| Meristem Family Wealth, LLC | 3,830 | $329.0K | 0.05% | +3,830 | New |
| Crescent Capital Consulting, LLC | 3,882 | $332.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,863 | $332.0K | 0.03% | +12+0.3% | Added |
| Western Wealth Management, LLC | 3,882 | $332.0K | 0.03% | +3,882 | New |
| Wedgewood Investors Inc | 3,899 | $335.0K | 0.42% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,899 | $335.0K | 0.01% | +345+9.7% | Added |
| Coldstream Capital Management Inc | 3,922 | $337.0K | 0.01% | +600+18.1% | Added |
| Versor Investments LP | 3,926 | $337.0K | 0.01% | +3,926 | New |
| Busey Wealth Management | 3,943 | $338.0K | 0.02% | +1,253+46.6% | Added |
| XTX Topco Ltd | 3,956 | $340.0K | 0.11% | −1,706−30.1% | Reduced |
| Cresset Asset Management, LLC | 3,960 | $340.0K | 0.00% | +752+23.4% | Added |
| Personal Capital Advisors Corp | 3,986 | $342.0K | 0.00% | −1,569−28.2% | Reduced |
| GHP Investment Advisors, Inc. | 3,986 | $342.0K | 0.03% | −237−5.6% | Reduced |
| Strategy Asset Managers LLC | 3,992 | $343.0K | 0.07% | +339+9.3% | Added |
| John G Ullman & Associates Inc | 4,010 | $344.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,020 | $345.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,021 | $345.0K | 0.00% | +226+6.0% | Added |
| International Assets Investment Management, LLC | 7,021 | $348.0K | 0.06% | −7,468−51.5% | Reduced |
| Kovack Advisors, Inc. | 4,054 | $348.0K | 0.04% | +172+4.4% | Added |
| Transcend Wealth Collective, LLC | 4,032 | $348.0K | 0.05% | +1,377+51.9% | Added |
| Excalibur Management Corp | 4,092 | $351.0K | 0.16% | −106−2.5% | Reduced |
| Scotia Capital Inc. | 4,090 | $351.0K | 0.00% | −15−0.4% | Reduced |
| Park National Corp | 4,105 | $352.0K | 0.01% | −305−6.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,108 | $352.0K | 0.04% | +40+1.0% | Added |
| Hanson & Doremus Investment Management | 6,807 | $353.0K | 0.11% | +541+8.6% | Added |
| Leonteq Securities AG | 4,120 | $353.6K | 0.03% | −3,064−42.7% | Reduced |
| LVM Capital Management Ltd | 4,125 | $354.0K | 0.05% | −100−2.4% | Reduced |
| Jump Financial, LLC | 4,173 | $359.0K | 0.03% | +931+28.7% | Added |
| Checchi Capital Advisers, LLC | 4,196 | $360.0K | 0.04% | +214+5.4% | Added |
| Quilter Plc | 4,227 | $363.0K | 0.01% | −360−7.8% | Reduced |
| Blue Edge Capital, LLC | 4,234 | $363.4K | 0.08% | +3+0.1% | Added |
| Acropolis Investment Management, LLC | 4,244 | $364.0K | 0.04% | −555−11.6% | Reduced |
| Avantax Planning Partners, Inc. | 4,254 | $365.0K | 0.02% | −1,981−31.8% | Reduced |
| PDS Planning, Inc | 4,250 | $365.0K | 0.09% | +34+0.8% | Added |
| CAPROCK Group, Inc. | 4,267 | $366.0K | 0.03% | +4,267 | New |
| Successful Portfolios LLC | 4,293 | $368.0K | 0.22% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,315 | $370.0K | 0.03% | +551+14.6% | Added |
| KCM Investment Advisors LLC | 4,355 | $374.0K | 0.02% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,381 | $376.0K | 0.17% | −20−0.5% | Reduced |
| Harbor Financial Services, LLC | 4,392 | $377.0K | 0.16% | −862−16.4% | Reduced |
| Camelot Portfolios, LLC | 4,412 | $379.0K | 0.15% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,434 | $381.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,464 | $383.0K | 0.05% | −521−10.5% | Reduced |
| Buckley Wealth Management, LLC | 4,463 | $383.0K | 0.13% | −112−2.4% | Reduced |
| Sentry Investment Management LLC | 4,461 | $383.0K | 0.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,484 | $385.0K | 0.00% | −551−10.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,490 | $385.0K | 0.12% | −24,362−84.4% | Reduced |
| Pitcairn Co | 4,523 | $388.0K | 0.03% | −79−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,525 | $388.0K | 0.02% | +356+8.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,542 | $390.0K | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 4,559 | $391.0K | 0.01% | +4,559 | New |
| Mutual Advisors, LLC | 4,572 | $392.0K | 0.02% | −444−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 4,572 | $392.0K | 0.03% | +1,765+62.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,585 | $393.0K | 0.11% | −37−0.8% | Reduced |
| Segment Wealth Management, LLC | 4,584 | $393.0K | 0.05% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 4,535 | $393.0K | 0.35% | −40−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,588 | $394.0K | 0.14% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,608 | $395.0K | 0.16% | +47+1.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,597 | $395.0K | 0.15% | +300+7.0% | Added |
| Change Path, LLC | 4,618 | $396.0K | 0.02% | +46+1.0% | Added |
| Rosenberg Matthew Hamilton | 4,621 | $397.0K | 0.21% | −160−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 4,633 | $398.0K | 0.13% | −41−0.9% | Reduced |
| S.A. Mason LLC | 4,634 | $398.0K | 0.27% | −5−0.1% | Reduced |
| Washington Trust Co | 4,645 | $399.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 4,656 | $400.0K | 0.03% | +318+7.3% | Added |
| Clear Street Markets LLC | 4,672 | $401.0K | 0.09% | −128−2.7% | Reduced |
| Easterly Investment Partners LLC | 4,742 | $407.0K | 0.05% | 00.0% | Unchanged |
| HYA Advisors, Inc | 4,738 | $407.0K | 0.17% | +31+0.7% | Added |