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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 13,069 | $1.12M | 0.01% | +1,886+16.9% | Added |
| Lowe Brockenbrough & Co Inc | 13,109 | $1.13M | 0.10% | 00.0% | Unchanged |
| Jefferies Group LLC | 13,115 | $1.13M | 0.02% | +13,115 | New |
| Cetera Investment Advisers | 13,169 | $1.13M | 0.02% | +2,135+19.3% | Added |
| GWM Advisors LLC | 13,176 | $1.13M | 0.03% | +1,021+8.4% | Added |
| Community Bank, N.A. | 13,225 | $1.14M | 0.13% | +150+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 13,356 | $1.15M | 0.10% | +129+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 13,444 | $1.15M | 0.56% | −1,425−9.6% | Reduced |
| Silvant Capital Management LLC | 13,505 | $1.16M | 0.18% | −305−2.2% | Reduced |
| Cigna Investments Inc | 13,655 | $1.17M | 0.08% | −2,100−13.3% | Reduced |
| Bartlett & Co. LLC | 13,720 | $1.18M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,720 | $1.18M | 0.02% | 00.0% | Unchanged |
| Palladium Partners LLC | 13,775 | $1.18M | 0.06% | −253−1.8% | Reduced |
| BBR Partners, LLC | 13,943 | $1.20M | 0.09% | −78−0.6% | Reduced |
| Logan Capital Management Inc | 13,989 | $1.20M | 0.06% | +20.0% | Added |
| Synovus Financial Corp | 14,105 | $1.21M | 0.01% | −376−2.6% | Reduced |
| Connecticut Wealth Management, LLC | 14,107 | $1.21M | 0.11% | −629−4.3% | Reduced |
| Voloridge Investment Management, LLC | 14,165 | $1.22M | 0.01% | +14,165 | New |
| Nwam LLC | 14,164 | $1.22M | 0.11% | +14,164 | New |
| Frontier Wealth Management LLC | 14,210 | $1.22M | 0.09% | −440−3.0% | Reduced |
| American Century Companies Inc | 14,247 | $1.22M | 0.00% | −378,979−96.4% | Reduced |
| Trust Co of Oklahoma | 14,384 | $1.23M | 0.42% | +10,532+273.4% | Added |
| Doheny Asset Management | 14,572 | $1.25M | 0.81% | +4,990+52.1% | Added |
| Shell Asset Management Co | 14,637 | $1.26M | 0.02% | −3,640−19.9% | Reduced |
| Evercore Wealth Management, LLC | 14,690 | $1.26M | 0.02% | −2,117−12.6% | Reduced |
| Armor Investment Advisors, LLC | 14,706 | $1.26M | 0.76% | +243+1.7% | Added |
| Hancock Whitney Corp | 14,743 | $1.26M | 0.04% | −331−2.2% | Reduced |
| Cowa, LLC | 49,382 | $1.27M | 0.79% | −935−1.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,342 | $1.31M | 0.05% | −50−0.3% | Reduced |
| Castleark Management LLC | 15,400 | $1.32M | 0.04% | −5,500−26.3% | Reduced |
| Harbour Investment Management LLC | 15,490 | $1.33M | 0.67% | −600−3.7% | Reduced |
| Koshinski Asset Management, Inc. | 15,503 | $1.33M | 0.17% | −3,847−19.9% | Reduced |
| Bailard, Inc. | 15,512 | $1.33M | 0.05% | +1,394+9.9% | Added |
| Strategic Advisors LLC | 15,535 | $1.33M | 0.35% | +369+2.4% | Added |
| Cetera Advisors LLC | 15,563 | $1.34M | 0.03% | +241+1.6% | Added |
| Trexquant Investment LP | 15,607 | $1.34M | 0.11% | +15,607 | New |
| Pinebridge Investments, L.P. | 15,635 | $1.34M | 0.02% | −5,136−24.7% | Reduced |
| Telemus Capital, LLC | 15,722 | $1.35M | 0.10% | +552+3.6% | Added |
| BNC Wealth Management, LLC | 15,749 | $1.35M | 0.82% | +15,749 | New |
| First Hawaiian Bank | 15,825 | $1.36M | 0.06% | −808−4.9% | Reduced |
| Tdam USA Inc. | 18,819 | $1.38M | 0.09% | −409−2.1% | Reduced |
| TownSquare Capital, LLC | 16,618 | $1.40M | 0.05% | +703+4.4% | Added |
| Lee Danner & Bass Inc | 16,373 | $1.41M | 0.13% | −300−1.8% | Reduced |
| Sonora Investment Management, LLC | 16,456 | $1.41M | 0.18% | +913+5.9% | Added |
| Mattern Wealth Management LLC | 19,019 | $1.42M | 0.45% | +5,156+37.2% | Added |
| Tower Bridge Advisors | 16,572 | $1.42M | 0.09% | +79+0.5% | Added |
| Everett Harris & Co | 16,592 | $1.42M | 0.02% | −678−3.9% | Reduced |
| Sowell Financial Services LLC | 16,635 | $1.43M | 0.09% | −1,878−10.1% | Reduced |
| Greylin Investment Mangement Inc | 16,665 | $1.43M | 0.28% | −320−1.9% | Reduced |
| Cipher Capital LP | 16,747 | $1.44M | 0.79% | +5,438+48.1% | Added |
| Sciencast Management LP | 17,434 | $1.44M | 0.30% | +17,434 | New |
| Northside Capital Management, LLC | 16,848 | $1.45M | 0.36% | −135−0.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,938 | $1.45M | 0.48% | +639+3.9% | Added |
| Terry L. Blaker | 16,959 | $1.46M | 0.09% | −265−1.5% | Reduced |
| Intrust Bank NA | 17,002 | $1.46M | 0.20% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 17,054 | $1.46M | 0.39% | −464−2.6% | Reduced |
| Patten & Patten Inc | 17,096 | $1.47M | 0.11% | −1,219−6.7% | Reduced |
| Moser Wealth Advisors, LLC | 17,251 | $1.48M | 0.95% | −343−1.9% | Reduced |
| Citizens Business Bank | 17,245 | $1.48M | 0.19% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 16,995 | $1.49M | 0.38% | +2,169+14.6% | Added |
| IHT Wealth Management, LLC | 17,375 | $1.49M | 0.09% | +13,846+392.3% | Added |
| Bowling Portfolio Management LLC | 17,395 | $1.49M | 0.33% | −165−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 17,504 | $1.50M | 0.04% | +2,586+17.3% | Added |
| Dowling & Yahnke LLC | 17,620 | $1.51M | 0.09% | −182−1.0% | Reduced |
| Mackenzie Financial Corp | 17,729 | $1.52M | 0.00% | +910+5.4% | Added |
| Tocqueville Asset Management L.P. | 17,851 | $1.53M | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 17,892 | $1.53M | 0.29% | +400+2.3% | Added |
| Advisor Partners LLC | 17,909 | $1.54M | 0.10% | −518−2.8% | Reduced |
| Wedbush Securities Inc | 18,010 | $1.55M | 0.07% | +1,136+6.7% | Added |
| Venture Visionary Partners LLC | 17,945 | $1.55M | 0.12% | +4,579+34.3% | Added |
| Jacobs Levy Equity Management, Inc | 18,291 | $1.57M | 0.01% | +18,291 | New |
| AE Wealth Management LLC | 18,303 | $1.57M | 0.01% | −3,153−14.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.57M | 0.21% | 00.0% | Unchanged |
| Auxier Asset Management | 18,312 | $1.57M | 0.26% | −350−1.9% | Reduced |
| Fma Advisory Inc | 18,607 | $1.60M | 0.59% | +1,554+9.1% | Added |
| Fernwood Investment Management, LLC | 18,709 | $1.61M | 0.53% | 00.0% | Unchanged |
| Financial Counselors Inc | 18,754 | $1.61M | 0.03% | −450−2.3% | Reduced |
| Icon Wealth Partners, LLC | 18,777 | $1.61M | 0.17% | +19+0.1% | Added |
| Cardinal Capital Management | 18,778 | $1.61M | 0.34% | +209+1.1% | Added |
| Wolverine Trading, LLC | 18,946 | $1.61M | 0.04% | +18,946 | New |
| HBK Sorce Advisory LLC | 18,844 | $1.62M | 0.09% | −74−0.4% | Reduced |
| SWS Partners | 18,999 | $1.63M | 1.06% | +445+2.4% | Added |
| Blair William & Co | 19,019 | $1.63M | 0.01% | −5,557−22.6% | Reduced |
| Thrivent Financial for Lutherans | 19,166 | $1.65M | 0.00% | −2,495−11.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 19,004 | $1.66M | 0.01% | −823−4.2% | Reduced |
| Usca Ria LLC | 19,539 | $1.68M | 0.10% | −10−0.1% | Reduced |
| Carret Asset Management, LLC | 19,708 | $1.69M | 0.20% | +185+0.9% | Added |
| Arvest Bank Trust Division | 19,826 | $1.70M | 0.09% | −1,961−9.0% | Reduced |
| Tiaa, FSB | 19,830 | $1.70M | 0.01% | +90.0% | Added |
| Ingalls & Snyder LLC | 19,865 | $1.71M | 0.08% | −492−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,885 | $1.71M | 0.03% | +83+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,183 | $1.73M | 0.03% | −380−1.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 20,175 | $1.73M | 0.70% | −1,350−6.3% | Reduced |
| Charter Trust Co | 20,172 | $1.73M | 0.16% | +441+2.2% | Added |
| Somerset Trust Co | 20,275 | $1.74M | 0.71% | +256+1.3% | Added |
| Itau Unibanco Holding S.A. | 20,300 | $1.74M | 0.09% | +20,300 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 20,428 | $1.75M | 0.03% | +22+0.1% | Added |
| Green Square Capital Advisors LLC | 20,451 | $1.75M | 0.48% | −318−1.5% | Reduced |
| Cheviot Value Management, LLC | 20,556 | $1.76M | 0.43% | +198+1.0% | Added |
| Northeast Financial Consultants Inc | 20,720 | $1.78M | 0.12% | 00.0% | Unchanged |