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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Diversified Trust Co | 3,736 | $321.0K | 0.01% | +3,736 | New |
| 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 |
| 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 |
| 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 |
| American Research & Management Co. | 3,684 | $316.0K | 0.07% | −100−2.6% | Reduced |
| Capital Analysts, LLC | 3,671 | $315.0K | 0.02% | +191+5.5% | Added |
| Salem Investment Counselors Inc | 3,655 | $314.0K | 0.02% | 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 |
| Dodge & Cox | 3,600 | $309.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 3,584 | $308.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Estabrook Capital Management | 3,566 | $306.0K | 0.05% | +15+0.4% | Added |
| Field & Main Bank | 3,564 | $306.0K | 0.20% | +39+1.1% | Added |
| Sentinel Trust Co Lba | 3,559 | $305.0K | 0.05% | +3,559 | New |
| Searle & Co. | 3,541 | $304.0K | 0.12% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $304.0K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,504 | $301.0K | 0.04% | +1,040+42.2% | Added |
| Stevens Capital Management LP | 3,495 | $300.0K | 0.09% | −848−19.5% | Reduced |
| Little House Capital LLC | 3,495 | $300.0K | 0.16% | +3,495 | New |
| Moneta Group Investment Advisors LLC | 3,472 | $298.0K | 0.01% | +87+2.6% | Added |
| Burke & Herbert Bank & Trust Co | 3,462 | $297.0K | 0.19% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,450 | $296.0K | 0.23% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,454 | $296.0K | 0.01% | +48+1.4% | Added |
| Vanguard Capital Wealth Advisors | 3,456 | $296.0K | 0.22% | +12+0.3% | Added |
| Gamble Jones Investment Counsel | 3,442 | $295.0K | 0.02% | +2+0.1% | Added |
| Ausdal Financial Partners, Inc. | 3,432 | $295.0K | 0.04% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,429 | $294.0K | 0.02% | −34−1.0% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $294.0K | 0.08% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 3,416 | $293.0K | 0.11% | +30+0.9% | Added |
| Prestige Wealth Management Group LLC | 3,406 | $292.0K | 0.08% | +66+2.0% | Added |
| West Paces Advisors Inc. | 3,391 | $291.0K | 0.11% | −206−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,379 | $290.0K | 0.03% | −369−9.8% | Reduced |
| First National Bank of South Miami | 3,380 | $290.0K | 0.20% | −239−6.6% | Reduced |
| Compton Capital Management Inc | 3,375 | $290.0K | 0.09% | −50−1.5% | Reduced |
| Davidson Trust Co | 3,372 | $289.0K | 0.23% | +136+4.2% | Added |
| First National Bank Sioux Falls | 3,370 | $289.0K | 0.44% | +195+6.1% | Added |
| Capital Investment Advisory Services, LLC | 3,353 | $288.0K | 0.04% | −169−4.8% | Reduced |
| Pflug Koory, LLC | 3,353 | $288.0K | 0.15% | +371+12.4% | Added |
| Trust Co of Vermont | 3,356 | $288.0K | 0.02% | +465+16.1% | Added |
| Ballew Advisors, Inc | 3,520 | $287.0K | 0.20% | −3,520−50.0% | Reduced |
| Allen Investment Management LLC | 3,342 | $287.0K | 0.00% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,845 | $286.0K | 0.04% | −599−13.5% | Reduced |
| IFG Advisory, LLC | 3,328 | $285.0K | 0.03% | −857−20.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,321 | $285.0K | 0.01% | +310+10.3% | Added |
| Summit Financial, LLC | 3,302 | $283.4K | 0.03% | +3,302 | New |
| Avestar Capital, LLC | 3,296 | $283.0K | 0.05% | −6−0.2% | Reduced |
| Cutler Group LP | 3,295 | $282.0K | 0.02% | +3,295 | New |
| Triumph Capital Management | 3,586 | $282.0K | 0.17% | +3,586 | New |
| Evergreen Capital Management LLC | 3,276 | $281.0K | 0.01% | +355+12.2% | Added |
| Allworth Financial LP | 3,223 | $277.0K | 0.01% | +198+6.5% | Added |
| Kore Private Wealth LLC | 3,232 | $277.0K | 0.03% | +3,232 | New |
| Prime Capital Investment Advisors, LLC | 3,220 | $276.0K | 0.02% | +3,220 | New |
| Ieq Capital, LLC | 3,200 | $275.0K | 0.01% | +3,200 | New |
| Journey Advisory Group, LLC | 3,188 | $274.0K | 0.09% | +3,188 | New |
| Callahan Advisors, LLC | 3,176 | $273.0K | 0.03% | +3,176 | New |
| Financial Advisory Service, Inc. | 3,163 | $271.0K | 0.03% | +150+5.0% | Added |
| Robertson Stephens Wealth Management, LLC | 3,160 | $271.0K | 0.03% | +3,160 | New |
| Equitable Holdings, Inc. | 3,149 | $270.0K | 0.00% | −37−1.2% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $269.0K | 0.17% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,123 | $268.0K | 0.12% | −27−0.9% | Reduced |
| Whalerock Point Partners, LLC | 3,119 | $267.7K | 0.10% | 00.0% | Unchanged |
| Wade G W & Inc | 3,097 | $266.0K | 0.01% | −731−19.1% | Reduced |
| Kanawha Capital Management LLC | 3,094 | $266.0K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,060 | $263.0K | 0.01% | +360+13.3% | Added |
| M&R Capital Management Inc | 3,063 | $262.0K | 0.06% | −212−6.5% | Reduced |
| TrinityPoint Wealth, LLC | 3,057 | $262.0K | 0.05% | +3,057 | New |
| APCM Wealth Management for Individuals | 3,041 | $261.0K | 0.05% | −4,588−60.1% | Reduced |
| Insight Folios Inc | 3,011 | $258.0K | 0.15% | +3,011 | New |
| Federation des caisses Desjardins du Quebec | 3,006 | $258.0K | 0.00% | −721−19.3% | Reduced |
| Grace Capital | 3,000 | $257.0K | 0.17% | −800−21.1% | Reduced |
| Global Trust Asset Management, LLC | 2,999 | $257.0K | 0.12% | −117−3.8% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $257.0K | 0.19% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,992 | $257.0K | 0.07% | +10.0% | Added |
| SCP Investment, LP | 3,000 | $257.0K | 0.07% | +520+21.0% | Added |
| Dakota Wealth Management | 2,984 | $256.0K | 0.03% | −226−7.0% | Reduced |
| First Horizon Advisors, Inc. | 2,994 | $256.0K | 0.01% | −164−5.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,947 | $253.0K | 0.00% | +279+10.5% | Added |
| E&G Advisors, LP | 0 | $253.0K | 0.07% | 0 | New |
| NewEdge Wealth, LLC | 2,945 | $253.0K | 0.02% | +2,945 | New |
| Ssi Investment Management LLC | 2,941 | $252.0K | 0.02% | −14−0.5% | Reduced |
| Mercer Capital Advisers, Inc. | 2,941 | $252.0K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,937 | $252.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,939 | $252.0K | 0.02% | +69+2.4% | Added |
| Monetary Management Group Inc | 2,927 | $251.0K | 0.08% | +100+3.5% | Added |
| Brighton Jones LLC | 2,919 | $250.0K | 0.01% | +427+17.1% | Added |
| PFG Advisors | 2,898 | $249.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,896 | $249.0K | 0.08% | +28+1.0% | Added |
| Townsend Asset Management Corp | 2,894 | $248.0K | 0.14% | +10.0% | Added |
| LCNB Corp | 2,890 | $248.0K | 0.12% | 00.0% | Unchanged |