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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 8,585 | $737.0K | 0.05% | −241−2.7% | Reduced |
| Adirondack Trust Co | 8,634 | $741.0K | 0.37% | +228+2.7% | Added |
| Wealthsource Partners, LLC | 8,656 | $743.0K | 0.07% | +4,673+117.3% | Added |
| Rowland & Co Investment Counsel | 8,671 | $744.1K | 0.18% | +575+7.1% | Added |
| Harbour Investments, Inc. | 8,692 | $746.0K | 0.02% | +1,219+16.3% | Added |
| Old Dominion Capital Management Inc | 8,709 | $747.0K | 0.16% | +218+2.6% | Added |
| Westwood Holdings Group Inc. | 8,729 | $749.0K | 0.01% | −1,255−12.6% | Reduced |
| CoreCommodity Management, LLC | 8,761 | $752.0K | 0.23% | −221−2.5% | Reduced |
| Jacobi Capital Management LLC | 8,786 | $754.0K | 0.10% | −119−1.3% | Reduced |
| Heron Financial Group, LLC | 8,807 | $756.0K | 0.43% | +325+3.8% | Added |
| Brown Advisory Securities, LLC | 8,852 | $760.0K | 0.12% | −760−7.9% | Reduced |
| Longfellow Investment Management Co LLC | 8,950 | $769.0K | 0.11% | −5,853−39.5% | Reduced |
| Caldwell Trust Co | 8,990 | $771.5K | 0.10% | −25−0.3% | Reduced |
| Moody National Bank Trust Division | 9,018 | $773.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,008 | $773.0K | 0.02% | +46+0.5% | Added |
| Parcion Private Wealth LLC | 9,109 | $782.0K | 0.08% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,154 | $786.0K | 0.07% | +540+6.3% | Added |
| Islay Capital Management, LLC | 9,181 | $788.0K | 0.64% | −379−4.0% | Reduced |
| Delta Financial Advisors LLC | 9,199 | $789.0K | 0.35% | +10.0% | Added |
| Alethea Capital Management, LLC | 9,189 | $789.0K | 0.50% | +9,189 | New |
| Homrich & Berg | 9,212 | $791.0K | 0.02% | +4,682+103.4% | Added |
| DuPont Capital Management Corp | 9,237 | $793.0K | 0.02% | +9,237 | New |
| Hennion & Walsh Asset Management, Inc. | 9,257 | $794.0K | 0.04% | +300+3.3% | Added |
| Tiedemann Advisors, LLC | 9,280 | $796.0K | 0.03% | −147−1.6% | Reduced |
| Deseret Mutual Benefit Administrators | 9,315 | $799.0K | 0.19% | +9,315 | New |
| Eudaimonia Partners, LLC | 9,360 | $803.0K | 0.15% | +50+0.5% | Added |
| Wetherby Asset Management Inc | 9,405 | $807.0K | 0.05% | +350+3.9% | Added |
| Kesler, Norman & Wride, LLC | 11,051 | $811.0K | 0.19% | −118−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 9,477 | $813.0K | 0.03% | +6,136+183.7% | Added |
| Energy Opportunities Capital Management, LLC | 9,500 | $815.0K | 2.08% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 9,586 | $816.0K | 0.11% | +256+2.7% | Added |
| First National Bank & Trust Co of Newtown | 9,538 | $818.0K | 0.17% | −36−0.4% | Reduced |
| Ar Asset Management Inc | 9,600 | $824.0K | 0.23% | 00.0% | Unchanged |
| AMG National Trust Bank | 9,636 | $827.0K | 0.03% | +41+0.4% | Added |
| Dynamic Advisor Solutions LLC | 9,652 | $828.0K | 0.07% | +811+9.2% | Added |
| Lincoln National Corp | 9,678 | $830.0K | 0.02% | +599+6.6% | Added |
| Investors Research Corp | 9,723 | $834.0K | 0.29% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,791 | $840.0K | 0.05% | −2,771−22.1% | Reduced |
| Resources Management Corp | 9,790 | $840.0K | 0.12% | −215−2.1% | Reduced |
| Bridgefront Capital, LLC | 9,953 | $854.0K | 0.32% | +9,953 | New |
| Greytown Advisors Inc. | 9,960 | $855.0K | 0.41% | −844−7.8% | Reduced |
| Stillwater Investment Management, LLC | 9,977 | $856.0K | 0.23% | +102+1.0% | Added |
| First National Trust Co | 10,055 | $863.0K | 0.05% | +2,338+30.3% | Added |
| Granite Investment Advisors, LLC | 10,074 | $865.0K | 0.14% | −700−6.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,086 | $866.0K | 0.28% | −283−2.7% | Reduced |
| Bank of Hawaii | 10,144 | $870.0K | 0.05% | −450−4.2% | Reduced |
| Paloma Partners Management Co | 10,153 | $871.0K | 0.02% | −28,446−73.7% | Reduced |
| Covenant Partners, LLC | 10,312 | $885.0K | 0.33% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 10,322 | $886.0K | 0.10% | +10.0% | Added |
| Burney Co | 10,335 | $887.0K | 0.04% | −76−0.7% | Reduced |
| Weik Capital Management | 10,470 | $899.0K | 0.35% | −125−1.2% | Reduced |
| Cannell Peter B & Co Inc | 10,479 | $899.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,633 | $913.0K | 0.06% | +23+0.2% | Added |
| Parallel Advisors, LLC | 10,646 | $914.0K | 0.04% | +1,253+13.3% | Added |
| National Asset Management, Inc. | 10,650 | $915.0K | 0.03% | −4,035−27.5% | Reduced |
| First Mercantile Trust Co | 10,662 | $915.0K | 0.11% | −988−8.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,679 | $916.0K | 0.14% | −155−1.4% | Reduced |
| BP PLC | 10,703 | $918.0K | 0.04% | −4,552−29.8% | Reduced |
| Bessemer Group Inc | 10,764 | $924.0K | 0.00% | +909+9.2% | Added |
| V Wealth Advisors LLC | 10,842 | $934.0K | 0.15% | −1,021−8.6% | Reduced |
| Silvercrest Asset Management Group LLC | 10,939 | $938.0K | 0.01% | −367−3.2% | Reduced |
| MAI Capital Management | 11,003 | $944.0K | 0.02% | +56+0.5% | Added |
| Paragon Capital Management LLC | 11,038 | $947.0K | 0.47% | +112+1.0% | Added |
| 17 Capital Partners, LLC | 11,062 | $949.0K | 0.88% | +11,062 | New |
| Hudson Valley Investment Advisors Inc | 11,084 | $951.0K | 0.17% | −654−5.6% | Reduced |
| Los Angeles Capital Management LLC | 11,113 | $954.0K | 0.00% | −1,450−11.5% | Reduced |
| Stephens Inc | 11,117 | $954.0K | 0.01% | +266+2.5% | Added |
| Jeppson Wealth Management, LLC | 11,135 | $955.0K | 0.52% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 11,679 | $962.0K | 0.07% | +1,594+15.8% | Added |
| Fairfield, Bush & Co. | 11,320 | $971.0K | 0.26% | +4,500+66.0% | Added |
| Capital Advisors Inc | 11,340 | $973.0K | 0.03% | +210+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,396 | $978.0K | 0.10% | −1,550−12.0% | Reduced |
| Spire Wealth Management | 11,419 | $980.0K | 0.03% | −1,109−8.9% | Reduced |
| South State Corp. | 11,556 | $992.0K | 0.09% | −190−1.6% | Reduced |
| Bangor Savings Bank | 11,572 | $993.0K | 0.11% | −507−4.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 11,597 | $995.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 11,614 | $997.0K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 11,669 | $1.00M | 0.02% | +408+3.6% | Added |
| First Quadrant L P | 11,685 | $1.00M | 0.12% | −4,459−27.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,777 | $1.01M | 0.06% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 11,837 | $1.02M | 0.62% | −229−1.9% | Reduced |
| Smith, Moore & Co. | 11,848 | $1.02M | 0.15% | +466+4.1% | Added |
| IFP Advisors, Inc | 12,015 | $1.03M | 0.02% | −286−2.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,063 | $1.03M | 0.10% | −466−3.7% | Reduced |
| Exeter Financial, LLC | 11,800 | $1.04M | 0.60% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,218 | $1.05M | 0.02% | 00.0% | Unchanged |
| IBM Retirement Fund | 12,336 | $1.06M | 0.08% | −2,493−16.8% | Reduced |
| Barry Investment Advisors, LLC | 12,340 | $1.06M | 0.28% | −437−3.4% | Reduced |
| Resource Management, LLC | 12,337 | $1.06M | 0.12% | +524+4.4% | Added |
| Central Bank & Trust Co | 12,370 | $1.06M | 0.17% | −3,314−21.1% | Reduced |
| Guyasuta Investment Advisors Inc | 12,372 | $1.06M | 0.08% | +685+5.9% | Added |
| Boyd Watterson Asset Management LLC | 12,415 | $1.06M | 0.43% | −46−0.4% | Reduced |
| Fruth Investment Management | 12,445 | $1.07M | 0.32% | −250−2.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,465 | $1.07M | 0.76% | +610+5.1% | Added |
| Bristol John W & Co Inc | 12,500 | $1.07M | 0.02% | 00.0% | Unchanged |
| Markston International LLC | 12,699 | $1.09M | 0.66% | −41,415−76.5% | Reduced |
| Cypress Capital Group | 12,800 | $1.10M | 0.15% | +181+1.4% | Added |
| Hoylecohen, LLC | 12,816 | $1.10M | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 12,870 | $1.10M | 0.01% | −500−3.7% | Reduced |
| Sigma Planning Corp | 13,014 | $1.12M | 0.03% | −254−1.9% | Reduced |