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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 4,750 | $408.0K | 0.25% | +837+21.4% | Added |
| Austin Private Wealth, LLC | 4,765 | $409.0K | 0.09% | +32+0.7% | Added |
| Roundview Capital LLC | 4,778 | $410.0K | 0.05% | +394+9.0% | Added |
| Gofen & Glossberg LLC | 4,799 | $412.0K | 0.01% | +8+0.2% | Added |
| Means Investment Co., Inc. | 4,826 | $414.0K | 0.08% | +473+10.9% | Added |
| PNC Managed Account Solutions, Inc. | 4,875 | $418.0K | 0.08% | +4,875 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,901 | $421.0K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,916 | $422.0K | 0.08% | −10.0% | Reduced |
| MCF Advisors LLC | 4,932 | $423.0K | 0.04% | −154−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,923 | $423.0K | 0.03% | −17−0.3% | Reduced |
| Sage Rhino Capital LLC | 4,930 | $423.0K | 0.12% | +416+9.2% | Added |
| Miracle Mile Advisors, LLC | 4,973 | $427.0K | 0.02% | −18,134−78.5% | Reduced |
| Inlet Private Wealth, LLC | 5,000 | $429.0K | 0.11% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 5,023 | $431.0K | 0.06% | −656−11.6% | Reduced |
| Capstone Triton Financial Group, LLC | 5,021 | $431.0K | 0.27% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,028 | $432.0K | 0.19% | −52−1.0% | Reduced |
| Advisor Resource Council | 5,052 | $434.0K | 0.05% | +5,052 | New |
| Wilkins Investment Counsel Inc | 5,070 | $435.0K | 0.11% | −1,100−17.8% | Reduced |
| Pinnacle Financial Partners Inc | 5,083 | $436.0K | 0.02% | +1,155+29.4% | Added |
| Pinnacle Wealth Advisors | 5,083 | $436.0K | 0.02% | +5,083 | New |
| Csenge Advisory Group | 5,030 | $438.0K | 0.04% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5,139 | $441.0K | 0.06% | +32+0.6% | Added |
| Gilbert & Cook, Inc. | 5,143 | $441.0K | 0.08% | +134+2.7% | Added |
| Empirical Finance, LLC | 5,136 | $441.0K | 0.07% | +745+17.0% | Added |
| Wealthspire Advisors, LLC | 5,153 | $442.0K | 0.01% | −4,818−48.3% | Reduced |
| Mission Wealth Management, LP | 5,164 | $443.0K | 0.02% | +885+20.7% | Added |
| Symphony Financial, Ltd. Co. | 5,196 | $444.0K | 0.15% | −794−13.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,176 | $444.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,189 | $445.0K | 0.30% | 00.0% | Unchanged |
| Lincoln Capital LLC | 5,207 | $447.0K | 0.13% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,218 | $448.0K | 0.02% | −127−2.4% | Reduced |
| Prentice Wealth Management LLC | 5,222 | $448.0K | 0.23% | +23+0.4% | Added |
| Dorchester Wealth Management Co | 5,235 | $449.0K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,540 | $449.0K | 0.06% | +463+9.1% | Added |
| Institutional & Family Asset Management, LLC | 5,241 | $450.0K | 0.07% | −1,050−16.7% | Reduced |
| FineMark National Bank & Trust | 5,242 | $450.0K | 0.02% | +37+0.7% | Added |
| Colony Group LLC | 5,254 | $451.0K | 0.01% | −506−8.8% | Reduced |
| SeaCrest Wealth Management, LLC | 5,290 | $454.0K | 0.05% | −152−2.8% | Reduced |
| Coastline Trust Co | 5,299 | $455.0K | 0.06% | −310−5.5% | Reduced |
| Cambridge Trust Co | 5,293 | $455.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 5,325 | $457.0K | 0.04% | +107+2.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,350 | $459.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,359 | $460.0K | 0.08% | −504−8.6% | Reduced |
| Weaver Consulting Group | 5,387 | $462.0K | 0.26% | −424−7.3% | Reduced |
| Charles Schwab Trust Co | 5,378 | $462.0K | 0.09% | +400+8.0% | Added |
| Laffer Tengler Investments | 5,402 | $463.6K | 0.17% | +4,050+299.6% | Added |
| Bennicas & Associates, Inc. | 5,408 | $464.0K | 0.26% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,405 | $464.0K | 0.33% | 00.0% | Unchanged |
| Valley Brook Capital Group | 5,413 | $464.0K | 0.44% | +52+1.0% | Added |
| Intrua Financial, LLC | 6,273 | $467.0K | 0.11% | +55+0.9% | Added |
| Outfitter Financial LLC | 5,500 | $472.0K | 0.36% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,511 | $473.0K | 0.04% | +117+2.2% | Added |
| Proequities, Inc. | 5,518 | $473.0K | 0.03% | +139+2.6% | Added |
| Ontario Teachers Pension Plan Board | 5,521 | $474.0K | 0.01% | +769+16.2% | Added |
| Childress Capital Advisors, LLC | 5,585 | $479.0K | 0.22% | −2,211−28.4% | Reduced |
| Vantage Consulting Group Inc | 5,609 | $481.0K | 0.08% | +2,574+84.8% | Added |
| Mountain Capital Investment Advisors, Inc | 5,950 | $481.0K | 0.22% | +5,950 | New |
| Congress Park Capital LLC | 5,640 | $484.0K | 0.24% | −500−8.1% | Reduced |
| Essex Savings Bank | 5,742 | $484.0K | 0.19% | +125+2.2% | Added |
| Miller Howard Investments Inc | 5,650 | $485.0K | 0.02% | −673−10.6% | Reduced |
| Savant Capital, LLC | 5,650 | $485.0K | 0.02% | +742+15.1% | Added |
| Your Advocates Ltd., LLP | 5,667 | $486.0K | 0.32% | −42−0.7% | Reduced |
| Foster & Motley Inc | 5,678 | $487.0K | 0.04% | −3,572−38.6% | Reduced |
| 1st Source Bank | 5,750 | $493.0K | 0.03% | −50−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 5,740 | $493.0K | 0.05% | +1,122+24.3% | Added |
| Campion Asset Management LLC | 5,762 | $494.0K | 0.41% | −1,130−16.4% | Reduced |
| Roberts Glore & Co Inc | 5,781 | $496.0K | 0.15% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 5,775 | $496.0K | 0.24% | +30+0.5% | Added |
| Private Trust Co NA | 5,780 | $496.0K | 0.08% | +1,149+24.8% | Added |
| FORA Capital, LLC | 5,804 | $498.0K | 0.09% | +5,804 | New |
| Ashton Thomas Private Wealth, LLC | 5,846 | $501.7K | 0.08% | +533+10.0% | Added |
| Conning Inc. | 5,854 | $502.0K | 0.01% | −518−8.1% | Reduced |
| Retirement Group, LLC | 5,861 | $503.0K | 0.24% | +12+0.2% | Added |
| Cullinan Associates Inc | 5,874 | $504.0K | 0.03% | −1,500−20.3% | Reduced |
| Boston Private Wealth LLC | 5,878 | $505.0K | 0.01% | +117+2.0% | Added |
| Roof Eidam & Maycock | 5,910 | $507.0K | 0.19% | 00.0% | Unchanged |
| Bremer Bank National Association | 5,914 | $508.0K | 0.11% | −1,156−16.4% | Reduced |
| B. Riley Wealth Management, Inc. | 5,914 | $508.0K | 0.06% | −286−4.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,050 | $510.0K | 0.32% | −50−0.7% | Reduced |
| Prospera Financial Services Inc | 5,944 | $510.0K | 0.03% | −645−9.8% | Reduced |
| Westhampton Capital, LLC | 5,948 | $510.0K | 0.33% | +55+0.9% | Added |
| Thomas White International Ltd | 5,950 | $511.0K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,958 | $511.0K | 0.01% | +63+1.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,969 | $512.0K | 0.35% | +290+5.1% | Added |
| Regent Investment Management LLC | 5,977 | $513.0K | 0.12% | −275−4.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,992 | $514.0K | 0.05% | −250−4.0% | Reduced |
| Virtue Capital Management, LLC | 5,997 | $515.0K | 0.10% | −1,029−14.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,018 | $516.0K | 0.14% | +553+10.1% | Added |
| Heck Capital Advisors, LLC | 6,021 | $516.7K | 0.10% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 6,032 | $517.0K | 0.06% | +555+10.1% | Added |
| Acadian Asset Management LLC | 6,025 | $517.0K | 0.00% | +4,596+321.6% | Added |
| Point72 Hong Kong Ltd | 6,043 | $519.0K | 0.04% | −34,734−85.2% | Reduced |
| Altium Wealth Management LLC | 6,053 | $519.0K | 0.04% | −306−4.8% | Reduced |
| Allen Capital Group, LLC | 6,099 | $523.0K | 0.11% | −69−1.1% | Reduced |
| Seeyond | 6,117 | $524.0K | 0.05% | −245−3.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,116 | $525.0K | 0.00% | −1,000−14.1% | Reduced |
| Patron Partners Advisors, LLC | 6,156 | $528.0K | 0.40% | +630+11.4% | Added |
| Clearstead Advisors, LLC | 6,164 | $529.0K | 0.04% | −67−1.1% | Reduced |
| Vaughan David Investments LLC | 6,168 | $529.0K | 0.02% | +83+1.4% | Added |
| True North Advisors, LLC | 6,166 | $529.0K | 0.11% | +309+5.3% | Added |