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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 2,887 | $248.0K | 0.03% | +30+1.1% | Added |
| Financial Advocates Investment Management | 2,880 | $247.0K | 0.02% | −280−8.9% | Reduced |
| Chilton Capital Management LLC | 2,881 | $247.0K | 0.01% | +2,881 | New |
| Perpetual Investment Management Ltd | 2,869 | $246.0K | 0.03% | −107,145−97.4% | Reduced |
| HCR Wealth Advisors | 2,872 | $246.0K | 0.04% | 00.0% | Unchanged |
| JT Stratford LLC | 2,860 | $245.0K | 0.08% | −341−10.7% | Reduced |
| Golden State Equity Partners | 2,844 | $244.0K | 0.09% | −5,323−65.2% | Reduced |
| Canvas Wealth Advisors, LLC | 2,835 | $243.0K | 0.11% | +150+5.6% | Added |
| Cadinha & Co LLC | 2,815 | $242.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,808 | $241.0K | 0.01% | +71+2.6% | Added |
| Essex Financial Services, Inc. | 2,947 | $240.0K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 2,795 | $240.0K | 0.10% | −65−2.3% | Reduced |
| Rossmore Private Capital | 2,801 | $240.0K | 0.04% | +96+3.5% | Added |
| Pensionmark Financial Group, LLC | 2,781 | $239.0K | 0.05% | +10+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,760 | $237.0K | 0.01% | −10.0% | Reduced |
| Gables Capital Management Inc. | 2,752 | $236.0K | 0.16% | −1,325−32.5% | Reduced |
| CIBC World Markets Inc. | 2,745 | $236.0K | 0.00% | −572−17.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,745 | $236.0K | 0.06% | +2,745 | New |
| LBMC Investment Advisors, LLC | 2,749 | $236.0K | 0.02% | +2,749 | New |
| Minot Wealth Management LLC | 2,879 | $235.0K | 0.05% | +2,879 | New |
| Capital One Financial Corp | 2,726 | $234.0K | 0.03% | −754−21.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,725 | $234.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 2,712 | $233.0K | 0.02% | +10+0.4% | Added |
| Port Capital LLC | 2,720 | $233.0K | 0.01% | +93+3.5% | Added |
| Quadrant Capital Group LLC | 2,714 | $233.0K | 0.03% | +142+5.5% | Added |
| Fox Run Management, L.L.C. | 2,713 | $233.0K | 0.21% | +2,713 | New |
| Tributary Capital Management, LLC | 2,700 | $232.0K | 0.02% | −50−1.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,700 | $232.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,686 | $231.0K | 0.07% | +106+4.1% | Added |
| Leisure Capital Management | 2,668 | $229.0K | 0.13% | −299−10.1% | Reduced |
| Lindbrook Capital, LLC | 2,667 | $229.0K | 0.05% | +15+0.6% | Added |
| Bank of Stockton | 2,655 | $228.0K | 0.07% | −100−3.6% | Reduced |
| Ameritas Investment Company, LLC | 2,538 | $227.0K | 0.01% | −640−20.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,650 | $227.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,640 | $227.0K | 0.03% | +367+16.1% | Added |
| Chicago Partners Investment Group LLC | 3,037 | $226.0K | 0.02% | +131+4.5% | Added |
| Sawtooth Solutions, LLC | 2,631 | $226.0K | 0.04% | +2,631 | New |
| Acima Private Wealth, LLC | 2,600 | $223.0K | 0.10% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,597 | $223.0K | 0.09% | +84+3.3% | Added |
| Moloney Securities Asset Management, LLC | 2,595 | $223.0K | 0.04% | +2,595 | New |
| Washington Trust Bank | 2,590 | $222.0K | 0.03% | −44−1.7% | Reduced |
| JNBA Financial Advisors | 2,574 | $221.0K | 0.03% | −128−4.7% | Reduced |
| Bradley Foster & Sargent Inc | 2,571 | $221.0K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,579 | $221.0K | 0.05% | 00.0% | Unchanged |
| J. Goldman & Co LP | 2,577 | $221.0K | 0.01% | +2,577 | New |
| CWS Financial Advisors, LLC | 2,566 | $220.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,562 | $220.0K | 0.06% | +2,562 | New |
| BKD Wealth Advisors, LLC | 2,548 | $219.0K | 0.01% | −1,136−30.8% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 2,555 | $219.0K | 0.09% | −20−0.8% | Reduced |
| Crawford Investment Counsel Inc | 2,556 | $219.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,553 | $219.0K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,554 | $219.0K | 0.14% | +4+0.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,537 | $218.0K | 0.08% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $217.0K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,500 | $215.0K | 0.07% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,500 | $215.0K | 0.14% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,509 | $215.0K | 0.02% | +2,509 | New |
| Asahi Life Asset Management Co., Ltd. | 2,500 | $215.0K | 0.03% | +2,500 | New |
| Beach Investment Counsel Inc | 2,460 | $211.0K | 0.02% | −100−3.9% | Reduced |
| Azimuth Capital Management LLC | 2,459 | $211.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,463 | $211.0K | 0.04% | +1,651+203.3% | Added |
| Convergence Investment Partners, LLC | 2,446 | $210.0K | 0.09% | −79−3.1% | Reduced |
| Nations Financial Group Inc, | 2,447 | $210.0K | 0.04% | +2,447 | New |
| Chicago Trust Co NA | 2,436 | $209.0K | 0.05% | +2,436 | New |
| Allegheny Financial Group LTD | 2,435 | $209.0K | 0.09% | +2,435 | New |
| Opus Capital Group, LLC | 2,425 | $208.0K | 0.05% | −194−7.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,418 | $208.0K | 0.03% | +2,418 | New |
| Soltis Investment Advisors LLC | 2,425 | $208.0K | 0.03% | +2,425 | New |
| Coastal Investment Advisors, Inc. | 2,408 | $207.0K | 0.05% | +2,408 | New |
| Shufro Rose & Co LLC | 2,400 | $206.0K | 0.02% | −149−5.8% | Reduced |
| Old National Bancorp | 2,394 | $206.0K | 0.01% | +2,394 | New |
| Pinnacle Family Advisors, LLC | 2,402 | $206.0K | 0.09% | +2,402 | New |
| Abacus Wealth Partners, LLC | 2,396 | $205.6K | 0.08% | +2,396 | New |
| Private Portfolio Partners LLC | 2,378 | $204.2K | 0.06% | −347−12.7% | Reduced |
| Integrated Advisors Network LLC | 2,377 | $204.0K | 0.02% | +2,377 | New |
| Bray Capital Advisors | 2,368 | $203.0K | 0.05% | +17+0.7% | Added |
| Wealthcare Advisory Partners LLC | 2,371 | $203.0K | 0.01% | +35+1.5% | Added |
| Investment Partners, Ltd. | 2,366 | $203.0K | 0.09% | +2,366 | New |
| Marietta Investment Partners LLC | 2,360 | $203.0K | 0.05% | +2,360 | New |
| Moller Financial Services | 2,368 | $203.0K | 0.07% | +2,368 | New |
| Good Life Advisors, LLC | 2,358 | $202.0K | 0.04% | −195−7.6% | Reduced |
| Close Asset Management Ltd | 2,356 | $202.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,347 | $201.4K | 0.03% | −125−5.1% | Reduced |
| Montag A & Associates Inc | 2,343 | $201.0K | 0.01% | −750−24.2% | Reduced |
| First City Capital Management, Inc. | 2,703 | $201.0K | 0.11% | −253−8.6% | Reduced |
| Douglas Lane & Associates, LLC | 2,338 | $201.0K | 0.00% | −115−4.7% | Reduced |
| Woodmont Investment Counsel LLC | 2,337 | $201.0K | 0.03% | +2,337 | New |
| Paradigm Financial Advisors, LLC | 2,340 | $201.0K | 0.04% | +2,340 | New |
| Tarbox Family Office, Inc. | 2,325 | $200.0K | 0.04% | +250+12.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,335 | $200.0K | 0.13% | +2,335 | New |
| Jones Financial Companies LLLP | 2,260 | $194.0K | 0.00% | +292+14.8% | Added |
| Johnson Financial Group, Inc. | 2,070 | $178.0K | 0.01% | −5,660−73.2% | Reduced |
| Focused Wealth Management, Inc | 2,044 | $175.0K | 0.03% | +2+0.1% | Added |
| Pinnacle Bancorp, Inc. | 1,996 | $171.0K | 0.08% | 00.0% | Unchanged |
| PGGM Investments | 1,976 | $170.0K | 0.00% | +1,976 | New |
| Parisi Gray Wealth Management | 1,975 | $170.0K | 0.06% | +1,975 | New |
| Sutton Wealth Advisors Inc. | 1,974 | $169.4K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,973 | $169.0K | 0.04% | +52+2.7% | Added |
| Gradient Investments LLC | 1,959 | $168.0K | 0.00% | −543−21.7% | Reduced |
| Hexagon Capital Partners LLC | 1,949 | $167.0K | 0.05% | +502+34.7% | Added |