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 |
|---|---|---|---|---|---|
| Key Financial Inc | 565 | $41.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 470 | $40.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 471 | $40.0K | 0.00% | −6−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 469 | $40.0K | 0.04% | 00.0% | Unchanged |
| Truehand, Inc | 460 | $39.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 440 | $38.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $37.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 429 | $37.0K | 0.00% | +429 | New |
| First Financial Corp | 420 | $36.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 415 | $36.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 414 | $36.0K | 0.01% | +42+11.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 410 | $35.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 406 | $35.0K | 0.01% | +4+1.0% | Added |
| Hoey Investments, Inc | 400 | $34.0K | 0.01% | −315−44.1% | Reduced |
| Larson Financial Group LLC | 391 | $34.0K | 0.01% | +2+0.5% | Added |
| Klaas Financial Asset Advisors, LLC | 378 | $32.0K | 0.01% | +4+1.1% | Added |
| PrairieView Partners, LLC | 326 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 322 | $27.0K | 0.01% | +3+0.9% | Added |
| Firestone Capital Management | 318 | $27.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 325 | $27.0K | 0.01% | +325 | New |
| Barnett & Company, Inc. | 300 | $26.0K | 0.02% | −275−47.8% | Reduced |
| Hoese & Co LLP | 302 | $26.0K | 0.03% | +302 | New |
| Rocky Mountain Advisers, LLC | 274 | $24.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 271 | $23.0K | 0.02% | +1+0.4% | Added |
| Financial Insights, Inc. | 266 | $22.8K | 0.02% | +266 | New |
| Kistler-Tiffany Companies, LLC | 254 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 256 | $22.0K | 0.00% | +74+40.7% | Added |
| BBVA USA | 252 | $22.0K | 0.00% | +252 | New |
| Lee Financial Co | 250 | $21.0K | 0.00% | −180−41.9% | Reduced |
| JFS Wealth Advisors, LLC | 245 | $21.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 241 | $21.0K | 0.00% | −9−3.6% | Reduced |
| Northern Oak Wealth Management Inc | 243 | $21.0K | 0.00% | +93+62.0% | Added |
| Atlantic Trust, LLC | 250 | $21.0K | 0.01% | +250 | New |
| First Horizon Corp | 239 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 232 | $20.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 219 | $19.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $18.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 215 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 210 | $18.0K | 0.01% | +210 | New |
| Sugarloaf Wealth Management, LLC | 197 | $17.0K | 0.00% | −249−55.8% | Reduced |
| Rockbridge Investment Management, LCC | 195 | $17.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 200 | $17.0K | 0.01% | +200 | New |
| Alaethes Wealth LLC | 194 | $17.0K | 0.01% | +194 | New |
| Highlander Capital Management, LLC | 191 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 184 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 181 | $16.0K | 0.01% | +181 | New |
| Lagoda Investment Management, L.P. | 170 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 175 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 163 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 160 | $14.0K | 0.00% | +3+1.9% | Added |
| Bellevue Asset Management, LLC | 161 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 172 | $14.0K | 0.01% | +172 | New |
| Flagship Private Wealth, LLC | 158 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 154 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 157 | $13.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 155 | $13.0K | 0.01% | +1+0.6% | Added |
| Accel Wealth Management | 157 | $13.0K | 0.01% | +1+0.6% | Added |
| Country Trust Bank | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 143 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 142 | $12.0K | 0.00% | +142 | New |
| Beck Bode, LLC | 137 | $12.0K | 0.00% | +137 | New |
| Truvestments Capital LLC | 130 | $11.0K | 0.01% | −106−44.9% | Reduced |
| American National Bank | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 131 | $11.0K | 0.01% | +100+322.6% | Added |
| Isthmus Partners, LLC | 134 | $11.0K | 0.00% | +134 | New |
| Assetmark, Inc | 120 | $10.0K | 0.00% | −77−39.1% | Reduced |
| Savior LLC | 111 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 117 | $10.0K | 0.00% | +117 | New |
| American State Bank (Iowa) | 105 | $9.01K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 101 | $9.00K | 0.00% | −195−65.9% | Reduced |
| HighMark Wealth Management LLC | 109 | $9.00K | 0.01% | −13−10.7% | Reduced |
| IMA Wealth, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $9.00K | 0.01% | +1+1.0% | Added |
| Ade, LLC | 100 | $9.00K | 0.01% | +100 | New |
| Resolute Partners Group | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 92 | $8.00K | 0.00% | +92 | New |
| Ten Capital Wealth Advisors, LLC | 77 | $7.00K | 0.00% | +15+24.2% | Added |
| Arcadia Investment Management Corp | 83 | $7.00K | 0.00% | +83 | New |
| Glen Eagle Advisors, LLC | 77 | $6.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 76 | $6.52K | 0.00% | −96−55.8% | Reduced |
| SOA Wealth Advisors, LLC. | 74 | $6.00K | 0.00% | −26−26.0% | Reduced |
| Pittenger & Anderson Inc | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 66 | $6.00K | 0.00% | +66 | New |
| Financial Perspectives, Inc | 63 | $5.41K | 0.00% | −5,074−98.8% | Reduced |
| Ironwood Financial, llc | 63 | $5.00K | 0.00% | −67−51.5% | Reduced |
| Benjamin Edwards Inc | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 60 | $5.00K | 0.00% | +60 | New |
| FAI Wealth Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |