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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 2,207 | $164.0K | 0.04% | +220+11.1% | Added |
| Clearview Wealth Advisors LLC | 1,893 | $163.0K | 0.10% | +13+0.7% | Added |
| Massmutual Trust Co FSB | 1,807 | $155.0K | 0.01% | +715+65.5% | Added |
| Eagle Bay Advisors LLC | 1,693 | $148.0K | 0.12% | +1,693 | New |
| Vestor Capital, LLC | 1,715 | $147.0K | 0.02% | +105+6.5% | Added |
| Security National Trust Co | 1,693 | $146.0K | 0.03% | −50−2.9% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $143.0K | 0.05% | +700+72.2% | Added |
| HHM Wealth Advisors, LLC | 1,605 | $138.0K | 0.04% | +116+7.8% | Added |
| TCI Wealth Advisors, Inc. | 1,560 | $134.0K | 0.02% | −59−3.6% | Reduced |
| Brendel Financial Advisors LLC | 1,563 | $134.0K | 0.07% | +1,563 | New |
| Enterprise Financial Services Corp | 1,516 | $130.0K | 0.02% | −372−19.7% | Reduced |
| Edge Wealth Management LLC | 1,500 | $129.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,472 | $126.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,456 | $125.0K | 0.04% | +236+19.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,447 | $124.0K | 0.07% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 1,419 | $121.0K | 0.06% | +220+18.3% | Added |
| Asset Dedication, LLC | 1,386 | $119.0K | 0.02% | +6+0.4% | Added |
| FFT Wealth Management LLC | 1,378 | $118.0K | 0.03% | +1,378 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $116.0K | 0.02% | +1,353 | New |
| Sterling Investment Advisors, Ltd. | 1,328 | $114.0K | 0.03% | −55−4.0% | Reduced |
| Duncker Streett & Co Inc | 1,315 | $113.0K | 0.02% | −600−31.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,319 | $113.0K | 0.07% | −89−6.3% | Reduced |
| Sittner & Nelson, LLC | 1,310 | $112.0K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,298 | $111.0K | 0.02% | +45+3.6% | Added |
| Berman Capital Advisors, LLC | 1,306 | $111.0K | 0.02% | +50+4.0% | Added |
| TD Capital Management LLC | 1,290 | $111.0K | 0.01% | +290+29.0% | Added |
| Freedman Financial Associates, Inc. | 1,286 | $110.0K | 0.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,283 | $110.0K | 0.02% | +3+0.2% | Added |
| Financial Management Professionals, Inc. | 1,259 | $108.0K | 0.03% | −216−14.6% | Reduced |
| Bedel Financial Consulting, Inc. | 1,259 | $108.0K | 0.04% | +350+38.5% | Added |
| Bellwether Advisors, LLC | 1,248 | $107.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,238 | $106.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,217 | $104.0K | 0.07% | +500+69.7% | Added |
| Enterprise Trust & Investment Co | 1,200 | $103.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,188 | $102.0K | 0.04% | +4+0.3% | Added |
| Wolverine Asset Management LLC | 1,186 | $101.0K | 0.00% | +1,186 | New |
| Front Row Advisors LLC | 1,504 | $100.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,157 | $99.0K | 0.05% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,158 | $99.0K | 0.00% | +1,158 | New |
| WealthShield Partners, LLC | 1,140 | $98.0K | 0.02% | −314−21.6% | Reduced |
| Piscataqua Savings Bank | 1,134 | $98.0K | 0.08% | −102−8.3% | Reduced |
| Corsicana & Co. | 1,142 | $98.0K | 0.06% | +1,142 | New |
| Strategic Blueprint, LLC | 1,034 | $89.0K | 0.01% | +1,034 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $87.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 1,021 | $87.0K | 0.03% | +5+0.5% | Added |
| BDO Wealth Advisors, LLC | 999 | $86.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,002 | $86.0K | 0.01% | +97+10.7% | Added |
| Global Financial Private Client, LLC | 987 | $86.0K | 0.05% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 985 | $85.0K | 0.01% | +248+33.6% | Added |
| Gemmer Asset Management LLC | 964 | $83.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 955 | $82.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 950 | $82.0K | 0.02% | +950 | New |
| Trustcore Financial Services, LLC | 947 | $81.0K | 0.01% | −56−5.6% | Reduced |
| Trust Co | 944 | $81.0K | 0.06% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 923 | $81.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 919 | $79.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 913 | $78.4K | 0.01% | +20+2.2% | Added |
| Parkside Financial Bank & Trust | 898 | $78.0K | 0.02% | −130−12.6% | Reduced |
| Avion Wealth | 904 | $78.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 910 | $78.0K | 0.02% | +326+55.8% | Added |
| Private Capital Group, LLC | 839 | $72.0K | 0.02% | −1−0.1% | Reduced |
| Heritage Wealth Advisors | 817 | $70.2K | 0.00% | −250−23.4% | Reduced |
| Stonebridge Capital Advisors LLC | 784 | $67.0K | 0.01% | −105−11.8% | Reduced |
| Versant Capital Management, Inc | 778 | $67.0K | 0.02% | −55−6.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 768 | $66.0K | 0.00% | −19,617−96.2% | Reduced |
| Tradewinds Capital Management, LLC | 764 | $66.0K | 0.01% | +47+6.6% | Added |
| Sterling Financial Planning, Inc. | 756 | $65.0K | 0.04% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 750 | $64.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 709 | $61.0K | 0.00% | −39−5.2% | Reduced |
| CVA Family Office, LLC | 713 | $61.0K | 0.02% | +525+279.3% | Added |
| Vigilant Capital Management, LLC | 700 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 691 | $60.0K | 0.04% | +691 | New |
| Addison Advisors LLC | 702 | $60.0K | 0.05% | +702 | New |
| Toth Financial Advisory Corp | 682 | $59.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 676 | $59.0K | 0.04% | +30+4.6% | Added |
| Plante Moran Financial Advisors, LLC | 691 | $59.0K | 0.01% | +117+20.4% | Added |
| Creative Financial Designs Inc | 680 | $58.0K | 0.01% | +401+143.7% | Added |
| CNB Bank | 653 | $56.0K | 0.04% | +53+8.8% | Added |
| Better Money Decisions, LLC | 623 | $53.0K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 611 | $52.0K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 604 | $52.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 595 | $51.0K | 0.01% | −29−4.6% | Reduced |
| Capital Advisors, Ltd. LLC | 594 | $51.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 588 | $51.0K | 0.01% | +488+488.0% | Added |
| First Command Financial Services, Inc. | 588 | $51.0K | 0.01% | +488+488.0% | Added |
| Loomis Sayles & Co L P | 586 | $50.0K | 0.00% | +16+2.8% | Added |
| Endurance Wealth Management, Inc. | 590 | $50.0K | 0.01% | +90+18.0% | Added |
| Cubist Systematic Strategies, LLC | 572 | $49.0K | 0.00% | −35,986−98.4% | Reduced |
| Coastal Capital Group, Inc. | 576 | $49.0K | 0.01% | +5+0.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 600 | $49.0K | 0.00% | +600 | New |
| Lenox Wealth Advisors, LLC | 540 | $46.0K | 0.01% | +13+2.5% | Added |
| Glassman Wealth Services | 531 | $46.0K | 0.01% | +36+7.3% | Added |
| Clean Yield Group | 535 | $46.0K | 0.02% | +535 | New |
| GPS Wealth Strategies Group, LLC | 516 | $44.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 512 | $44.0K | 0.00% | +5+1.0% | Added |
| FinTrust Capital Advisors, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 500 | $43.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 501 | $43.0K | 0.03% | 00.0% | Unchanged |
| Waycross Partners, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 488 | $42.0K | 0.01% | 00.0% | Unchanged |