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 |
|---|---|---|---|---|---|
| Allstate Corp | 6,173 | $530.0K | 0.02% | −1,153−15.7% | Reduced |
| Symmetry Partners, LLC | 6,174 | $530.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,185 | $531.0K | 0.03% | +423+7.3% | Added |
| Great Valley Advisor Group, Inc. | 6,243 | $535.0K | 0.04% | +301+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 6,302 | $541.0K | 0.09% | +181+3.0% | Added |
| Patten Group, Inc. | 6,315 | $542.0K | 0.16% | +147+2.4% | Added |
| PRW Wealth Management LLC | 6,315 | $542.0K | 0.16% | +6,315 | New |
| Argent Trust Co | 6,353 | $544.0K | 0.04% | +203+3.3% | Added |
| Fiduciary Group LLC | 7,604 | $545.0K | 0.06% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 6,374 | $547.0K | 0.01% | +6,366+79,575.0% | Added |
| American Portfolios Advisors | 6,393 | $548.6K | 0.02% | +38+0.6% | Added |
| Greenleaf Trust | 6,406 | $550.0K | 0.01% | +428+7.2% | Added |
| South Street Advisors LLC | 6,420 | $551.0K | 0.10% | +6,420 | New |
| Cerro Pacific Wealth Advisors LLC | 6,437 | $552.0K | 0.41% | +6,437 | New |
| Carroll Financial Associates, Inc. | 6,459 | $554.0K | 0.03% | −1,019−13.6% | Reduced |
| Wealth Alliance | 6,455 | $554.0K | 0.13% | +139+2.2% | Added |
| Intercontinental Wealth Advisors, LLC | 6,485 | $557.0K | 0.11% | +866+15.4% | Added |
| Arrow Financial Corp | 6,513 | $558.0K | 0.07% | −23,845−78.5% | Reduced |
| U S Global Investors Inc | 6,500 | $558.0K | 0.02% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $558.0K | 0.10% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,512 | $559.0K | 0.07% | +396+6.5% | Added |
| Harbor Investment Advisory, LLC | 6,566 | $563.0K | 0.08% | +56+0.9% | Added |
| Capital Asset Advisory Services LLC | 6,572 | $564.0K | 0.06% | +560+9.3% | Added |
| America First Investment Advisors, LLC | 6,580 | $565.0K | 0.17% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6,590 | $566.0K | 0.30% | 00.0% | Unchanged |
| Peoples Bank | 6,630 | $569.0K | 0.30% | −145−2.1% | Reduced |
| Flputnam Investment Management Co | 6,661 | $572.0K | 0.02% | +103+1.6% | Added |
| J. W. Coons Advisors, LLC | 6,666 | $573.0K | 0.20% | −150−2.2% | Reduced |
| Centaurus Financial, Inc. | 6,715 | $576.0K | 0.05% | +1,476+28.2% | Added |
| Weatherly Asset Management L. P. | 6,860 | $589.0K | 0.07% | −37−0.5% | Reduced |
| Dearborn Partners LLC | 6,901 | $592.0K | 0.02% | +1,103+19.0% | Added |
| Nomura Holdings Inc | 6,914 | $593.0K | 0.00% | −12,132−63.7% | Reduced |
| ARGI Investment Services, LLC | 6,905 | $593.0K | 0.02% | −94−1.3% | Reduced |
| Navalign, LLC | 6,931 | $595.0K | 0.25% | +430+6.6% | Added |
| Swiss Life Asset Management Ltd | 7,044 | $596.0K | 0.01% | +560+8.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,968 | $598.0K | 0.00% | −5,933−46.0% | Reduced |
| Agf Investments Inc. | 6,963 | $598.0K | 0.00% | −1,356−16.3% | Reduced |
| Bank Ozk | 7,015 | $602.0K | 0.27% | −723−9.3% | Reduced |
| Linscomb & Williams, Inc. | 7,023 | $603.0K | 0.03% | −14−0.2% | Reduced |
| Palisade Asset Management, LLC | 7,035 | $604.0K | 0.07% | −30−0.4% | Reduced |
| Welch & Forbes LLC | 7,046 | $604.0K | 0.01% | +353+5.3% | Added |
| Peoples Financial Services Corp. | 7,060 | $606.0K | 0.25% | −50−0.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,061 | $606.0K | 0.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,066 | $606.0K | 0.06% | +1,465+26.2% | Added |
| Mairs & Power Inc | 7,087 | $608.0K | 0.01% | −5,779−44.9% | Reduced |
| AQR Capital Management LLC | 7,085 | $608.0K | 0.00% | +12+0.2% | Added |
| Comerica Securities,inc. | 7,102 | $609.0K | 0.05% | −128−1.8% | Reduced |
| Columbia Trust Co 01012016 | 7,100 | $609.0K | 0.35% | +2,081+41.5% | Added |
| Adell Harriman & Carpenter Inc | 7,136 | $612.4K | 0.06% | −261−3.5% | Reduced |
| Brewin Dolphin Ltd | 7,165 | $614.9K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,190 | $616.0K | 0.00% | −738−9.3% | Reduced |
| BerganKDV Wealth Management, LLC | 7,191 | $617.0K | 0.07% | −29−0.4% | Reduced |
| AdvisorNet Financial, Inc | 7,185 | $617.0K | 0.04% | −29−0.4% | Reduced |
| Arkadios Wealth Advisors | 7,231 | $620.0K | 0.08% | +1,907+35.8% | Added |
| Sandy Spring Bank | 7,255 | $622.0K | 0.03% | −68−0.9% | Reduced |
| Karpas Strategies, LLC | 7,262 | $623.0K | 0.22% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,281 | $625.0K | 0.06% | +1,106+17.9% | Added |
| Pacific Global Investment Management CO | 7,289 | $626.0K | 0.12% | −1,002−12.1% | Reduced |
| Vestcor Inc | 7,331 | $629.0K | 0.02% | −801−9.8% | Reduced |
| JustInvest LLC | 7,324 | $629.0K | 0.07% | +1,852+33.8% | Added |
| Waldron Private Wealth LLC | 7,349 | $630.0K | 0.04% | +4,526+160.3% | Added |
| Pearl River Capital, LLC | 7,337 | $630.0K | 0.17% | +7,337 | New |
| Aull & Monroe Investment Management Corp | 7,352 | $631.0K | 0.30% | 00.0% | Unchanged |
| Bank Hapoalim BM | 7,347 | $631.0K | 0.07% | +774+11.8% | Added |
| Covington Capital Management | 7,354 | $631.0K | 0.02% | +1,465+24.9% | Added |
| Meeder Asset Management Inc | 7,360 | $632.0K | 0.03% | −3,090−29.6% | Reduced |
| Avidian Wealth Solutions, LLC | 7,454 | $640.0K | 0.05% | −2,335−23.9% | Reduced |
| Belpointe Asset Management LLC | 7,455 | $640.0K | 0.05% | +1,071+16.8% | Added |
| Cypress Capital Management LLC | 7,466 | $641.0K | 0.08% | 00.0% | Unchanged |
| Glenview Trust Co | 7,477 | $642.0K | 0.02% | −368−4.7% | Reduced |
| First Manhattan Co | 7,542 | $647.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,566 | $649.0K | 0.02% | +165+2.2% | Added |
| IndexIQ Advisors LLC | 7,614 | $653.0K | 0.02% | +322+4.4% | Added |
| Snowden Capital Advisors LLC | 7,644 | $656.0K | 0.03% | +2,672+53.7% | Added |
| Independent Advisor Alliance | 7,648 | $656.0K | 0.04% | +1,187+18.4% | Added |
| Banque Cantonale Vaudoise | 7,702 | $661.0K | 0.03% | −2,200−22.2% | Reduced |
| Independent Financial Group, LLC | 7,706 | $661.3K | 0.07% | +849+12.4% | Added |
| Institute for Wealth Management, LLC. | 7,737 | $664.0K | 0.12% | +277+3.7% | Added |
| Veriti Management LLC | 7,844 | $673.0K | 0.10% | +983+14.3% | Added |
| EP Wealth Advisors, LLC | 7,837 | $673.0K | 0.02% | +1,748+28.7% | Added |
| King Luther Capital Management Corp | 7,984 | $685.0K | 0.00% | +2,336+41.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,034 | $690.0K | 0.17% | +115+1.5% | Added |
| WealthTrust Axiom LLC | 8,059 | $691.0K | 0.22% | −614−7.1% | Reduced |
| Boenning & Scattergood, Inc. | 8,109 | $696.0K | 0.12% | −712−8.1% | Reduced |
| Verity Asset Management, Inc. | 8,109 | $696.0K | 0.38% | +76+0.9% | Added |
| Wimmer Associates 1, LLC | 8,151 | $700.0K | 0.41% | −20−0.2% | Reduced |
| Bull Street Advisors, LLC | 8,151 | $700.0K | 0.37% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 8,191 | $703.0K | 0.18% | 00.0% | Unchanged |
| X-Square Capital, LLC | 8,204 | $704.0K | 0.33% | +2,323+39.5% | Added |
| Baker Ellis Asset Management LLC | 8,220 | $705.0K | 0.14% | −240−2.8% | Reduced |
| American National Insurance Co | 8,300 | $712.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,325 | $714.0K | 0.10% | +8,325 | New |
| Edge Capital Group, LLC | 8,400 | $721.0K | 0.06% | −525−5.9% | Reduced |
| Sunbelt Securities, Inc. | 9,722 | $724.0K | 0.13% | +800+9.0% | Added |
| Credit Agricole S A | 8,461 | $726.0K | 0.02% | −4,848−36.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,468 | $727.0K | 0.02% | +2,435+40.4% | Added |
| Echo Street Capital Management LLC | 8,482 | $728.0K | 0.01% | +8,482 | New |
| North Star Investment Management Corp. | 8,534 | $732.0K | 0.06% | −87−1.0% | Reduced |
| Hilltop Holdings Inc. | 8,528 | $732.0K | 0.08% | −12−0.1% | Reduced |
| Marshall Wace, LLP | 8,589 | $737.0K | 0.00% | −59,385−87.4% | Reduced |