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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 255,077 | $21.9M | 0.02% | +141,802+125.2% | Added |
| Public Employees Retirement System of Ohio | 253,957 | $21.8M | 0.08% | −25,748−9.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 253,236 | $21.7M | 0.26% | +1,439+0.6% | Added |
| Great West Life Assurance Co | 252,360 | $21.6M | 0.05% | −10,544−4.0% | Reduced |
| Gateway Investment Advisers LLC | 243,348 | $20.9M | 0.21% | −343−0.1% | Reduced |
| US Bancorp | 242,816 | $20.8M | 0.04% | −1,727−0.7% | Reduced |
| Clark Capital Management Group, Inc. | 242,302 | $20.8M | 0.29% | +8,390+3.6% | Added |
| Employees Retirement System of Texas | 233,046 | $20.0M | 0.24% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 228,860 | $19.6M | 1.48% | −601−0.3% | Reduced |
| Ninety One UK Ltd | 224,695 | $19.3M | 0.05% | +4,008+1.8% | Added |
| Federated Hermes, Inc. | 221,583 | $19.0M | 0.04% | −1,872−0.8% | Reduced |
| Associated Banc-Corp | 221,584 | $19.0M | 0.75% | −7,866−3.4% | Reduced |
| Stack Financial Management, Inc | 218,939 | $18.8M | 1.61% | +1,799+0.8% | Added |
| Bridgeway Capital Management, LLC | 216,768 | $18.6M | 0.33% | −7,400−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 215,351 | $18.5M | 0.17% | +40,000+22.8% | Added |
| InterOcean Capital Group, LLC | 213,493 | $18.3M | 0.94% | +13,602+6.8% | Added |
| Commonwealth Equity Services, LLC | 209,379 | $18.0M | 0.05% | +10,492+5.3% | Added |
| Pictet Asset Management Ltd | 207,817 | $17.8M | 0.02% | −6,627−3.1% | Reduced |
| Gabelli Funds LLC | 207,200 | $17.8M | 0.11% | +25,500+14.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 202,675 | $17.4M | 0.06% | −15,586−7.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 202,000 | $17.3M | 0.04% | +200,638+14,731.1% | Added |
| Asset Management One Co.,Ltd. | 201,804 | $17.3M | 0.06% | −5,347−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 198,968 | $17.1M | 0.11% | −17,141−7.9% | Reduced |
| Putnam Investments LLC | 198,896 | $17.1M | 0.03% | +790.0% | Added |
| TD Asset Management Inc | 222,493 | $16.3M | 0.02% | −229,679−50.8% | Reduced |
| ZWJ Investment Counsel Inc | 185,108 | $15.9M | 0.92% | +13,207+7.7% | Added |
| Cinctive Capital Management LP | 180,499 | $15.5M | 0.84% | +128,589+247.7% | Added |
| Hikari Power Ltd | 177,330 | $15.2M | 1.50% | 00.0% | Unchanged |
| Keybank National Association | 174,367 | $15.0M | 0.07% | −6,401−3.5% | Reduced |
| Glenmede Trust Co NA | 173,644 | $14.9M | 0.08% | −5,849−3.3% | Reduced |
| State of Alaska, Department of Revenue | 173,530 | $14.9M | 0.15% | −348−0.2% | Reduced |
| Janney Montgomery Scott LLC | 172,715 | $14.8M | 0.07% | −4,780−2.7% | Reduced |
| Korea Investment CORP | 169,700 | $14.6M | 0.04% | −9,075−5.1% | Reduced |
| TCTC Holdings, LLC | 161,452 | $13.9M | 0.64% | +9,118+6.0% | Added |
| AXA S.A. | 160,987 | $13.8M | 0.04% | −407,202−71.7% | Reduced |
| Retirement Systems of Alabama | 160,171 | $13.7M | 0.05% | −2,749−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 159,263 | $13.7M | 0.07% | +16,754+11.8% | Added |
| Royal London Asset Management Ltd | 156,659 | $13.4M | 0.05% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 155,713 | $13.4M | 0.12% | +561+0.4% | Added |
| South Dakota Investment Council | 154,042 | $13.2M | 0.23% | −38,260−19.9% | Reduced |
| Treasurer of the State of North Carolina | 152,470 | $13.1M | 0.08% | −32,115−17.4% | Reduced |
| Hyman Charles D | 151,604 | $13.0M | 0.91% | −2,135−1.4% | Reduced |
| PFS Investments Inc. | 156,785 | $13.0M | 0.30% | +30,843+24.5% | Added |
| Schwerin Boyle Capital Management Inc | 150,013 | $12.9M | 1.06% | −2,015−1.3% | Reduced |
| HighTower Advisors, LLC | 149,219 | $12.8M | 0.04% | +4,426+3.1% | Added |
| Janus Henderson Group PLC | 147,201 | $12.6M | 0.01% | +51,347+53.6% | Added |
| Churchill Management Corp | 146,657 | $12.6M | 0.19% | +146,657 | New |
| MML Investors Services, LLC | 144,499 | $12.4M | 0.10% | +8,309+6.1% | Added |
| Skba Capital Management LLC | 143,810 | $12.3M | 2.41% | −33,000−18.7% | Reduced |
| Crossmark Global Holdings, Inc. | 143,060 | $12.3M | 0.29% | +16,466+13.0% | Added |
| Natixis Advisors, L.P. | 142,922 | $12.3M | 0.06% | +9,229+6.9% | Added |
| Aviva PLC | 141,415 | $12.1M | 0.05% | −5,004−3.4% | Reduced |
| Baird Financial Group, Inc. | 138,829 | $11.9M | 0.03% | +1,925+1.4% | Added |
| Guggenheim Capital LLC | 136,066 | $11.7M | 0.07% | −9,709−6.7% | Reduced |
| ProShare Advisors LLC | 134,931 | $11.6M | 0.03% | +20,790+18.2% | Added |
| American International Group, Inc. | 133,582 | $11.5M | 0.05% | +4,351+3.4% | Added |
| Capital Fund Management S.A. | 133,074 | $11.4M | 0.31% | +133,074 | New |
| SIR Capital Management, L.P. | 132,900 | $11.4M | 1.69% | +132,900 | New |
| Vontobel Holding Ltd. | 131,568 | $11.2M | 0.10% | −12,805−8.9% | Reduced |
| Gratus Capital LLC | 124,140 | $10.7M | 1.18% | +10,921+9.6% | Added |
| Amalgamated Bank | 123,625 | $10.6M | 0.09% | +99,775+418.3% | Added |
| Arizona State Retirement System | 122,416 | $10.5M | 0.09% | −676−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 121,903 | $10.5M | 0.05% | +121,903 | New |
| SG Americas Securities, LLC | 121,401 | $10.4M | 0.05% | −73,749−37.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 121,351 | $10.4M | 0.05% | −310,499−71.9% | Reduced |
| Adams Natural Resources Fund, Inc. | 118,175 | $10.1M | 2.29% | −1,900−1.6% | Reduced |
| American Assets Investment Management, LLC | 115,300 | $9.89M | 1.29% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 115,113 | $9.88M | 1.61% | +42,119+57.7% | Added |
| Lawson Kroeker Investment Management Inc | 114,718 | $9.85M | 3.12% | −1,145−1.0% | Reduced |
| Advisors Asset Management, Inc. | 112,952 | $9.69M | 0.14% | +15,118+15.5% | Added |
| Polaris Wealth Advisory Group, LLC | 110,888 | $9.66M | 0.57% | +110,888 | New |
| Border to Coast Pensions Partnership Ltd | 111,450 | $9.63M | 0.34% | +111,450 | New |
| Creative Planning | 111,072 | $9.53M | 0.02% | −6,768−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 110,573 | $9.49M | 0.02% | −7,945−6.7% | Reduced |
| State of Michigan Retirement System | 110,102 | $9.45M | 0.06% | +500+0.5% | Added |
| Oppenheimer Asset Management Inc. | 109,963 | $9.44M | 0.13% | +21,403+24.2% | Added |
| Wallington Asset Management, LLC | 109,595 | $9.40M | 1.61% | +4,544+4.3% | Added |
| Osborne Partners Capital Management, LLC | 108,216 | $9.29M | 0.76% | +5,117+5.0% | Added |
| AMP Capital Investors Ltd | 108,188 | $9.28M | 0.04% | −7,738−6.7% | Reduced |
| Wesbanco Bank Inc | 108,041 | $9.27M | 0.35% | −2,389−2.2% | Reduced |
| Encompass Capital Advisors LLC | 107,500 | $9.23M | 0.85% | +107,500 | New |
| Mercer Global Advisors Inc | 107,482 | $9.22M | 0.07% | −2,675−2.4% | Reduced |
| Eastern Bank | 107,109 | $9.19M | 0.45% | +344+0.3% | Added |
| Nomura Asset Management Co Ltd | 106,411 | $9.13M | 0.05% | +11,647+12.3% | Added |
| Bridgecreek Investment Management, LLC | 106,235 | $9.12M | 1.33% | −8,325−7.3% | Reduced |
| NN Investment Partners Holdings N.V. | 105,778 | $9.08M | 0.05% | +103,005+3,714.6% | Added |
| Recurrent Investment Advisors LLC | 103,907 | $8.92M | 4.49% | +18,252+21.3% | Added |
| MetLife Investment Management | 101,516 | $8.71M | 0.08% | −2,572−2.5% | Reduced |
| Squarepoint Ops LLC | 100,761 | $8.65M | 0.06% | +89,572+800.5% | Added |
| CCM Investment Advisers LLC | 98,918 | $8.49M | 1.09% | +347+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,962 | $8.41M | 0.01% | +14,625+17.5% | Added |
| Hudson Bay Capital Management LP | 97,740 | $8.39M | 0.11% | +97,740 | New |
| Heritage Investors Management Corp | 94,405 | $8.10M | 0.34% | −1,921−2.0% | Reduced |
| M&G Investment Management Ltd | 93,831 | $8.07M | 0.04% | +93,831 | New |
| Mattern Capital Management, LLC | 93,208 | $8.00M | 1.58% | +1,058+1.1% | Added |
| PEAK6 Investments LLC | 92,926 | $7.97M | 0.21% | +70,893+321.8% | Added |
| First Trust Advisors LP | 91,069 | $7.79M | 0.01% | −28,556−23.9% | Reduced |
| Geneos Wealth Management Inc. | 87,991 | $7.73M | 0.30% | −1,375−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 89,662 | $7.69M | 0.10% | −300−0.3% | Reduced |
| Spirit of America Management Corp | 88,832 | $7.62M | 1.63% | −1,000−1.1% | Reduced |