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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 88,403 | $7.59M | 0.25% | −769−0.9% | Reduced |
| Richard C. Young & CO., LTD. | 88,095 | $7.56M | 0.96% | +6,381+7.8% | Added |
| Bollard Group LLC | 86,148 | $7.39M | 0.23% | +33,972+65.1% | Added |
| Comerica Bank | 111,415 | $7.38M | 0.04% | −3,001−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 85,525 | $7.34M | 0.08% | −4,378−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 84,451 | $7.25M | 0.04% | +53,822+175.7% | Added |
| Motco | 84,139 | $7.22M | 0.47% | −150−0.2% | Reduced |
| Utah Retirement Systems | 83,367 | $7.16M | 0.09% | −400−0.5% | Reduced |
| Hendley & Co Inc | 83,342 | $7.15M | 2.39% | +10,065+13.7% | Added |
| Stockman Wealth Management, Inc. | 82,852 | $7.11M | 1.70% | +4,934+6.3% | Added |
| Hikari Tsushin, Inc. | 81,844 | $7.02M | 0.86% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 81,761 | $7.02M | 2.67% | +903+1.1% | Added |
| Teacher Retirement System of Texas | 81,147 | $6.96M | 0.04% | −35,043−30.2% | Reduced |
| British Columbia Investment Management Corp | 80,861 | $6.94M | 0.04% | +9,190+12.8% | Added |
| USS Investment Management Ltd | 79,327 | $6.81M | 0.05% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 78,017 | $6.70M | 1.28% | −4,241−5.2% | Reduced |
| State of Tennessee, Treasury Department | 77,992 | $6.69M | 0.03% | +323+0.4% | Added |
| Calamos Advisors LLC | 76,783 | $6.59M | 0.03% | +17,463+29.4% | Added |
| Great Lakes Advisors, LLC | 75,632 | $6.49M | 0.10% | +4,774+6.7% | Added |
| Bryn Mawr Trust Co | 75,489 | $6.48M | 0.25% | −394−0.5% | Reduced |
| D L Carlson Investment Group Inc | 74,932 | $6.43M | 1.11% | −260.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 74,387 | $6.38M | 0.04% | +392+0.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 73,010 | $6.27M | 0.10% | +73,010 | New |
| Texas Permanent School Fund | 72,742 | $6.24M | 0.07% | −197−0.3% | Reduced |
| Greenwood Capital Associates LLC | 71,655 | $6.15M | 0.93% | +1,068+1.5% | Added |
| Alta Capital Management LLC | 71,183 | $6.11M | 0.18% | +321+0.5% | Added |
| Kestra Advisory Services, LLC | 71,011 | $6.09M | 0.07% | +9,510+15.5% | Added |
| Gamco Investors, Inc. Et Al | 69,235 | $5.94M | 0.05% | +158+0.2% | Added |
| Mackay Shields LLC | 68,997 | $5.92M | 0.06% | −10,188−12.9% | Reduced |
| Bank of Nova Scotia | 68,944 | $5.92M | 0.01% | −448,397−86.7% | Reduced |
| Public Sector Pension Investment Board | 68,635 | $5.89M | 0.04% | +27,260+65.9% | Added |
| Adams Asset Advisors, LLC | 67,900 | $5.83M | 1.14% | +3,532+5.5% | Added |
| Kornitzer Capital Management Inc | 67,180 | $5.76M | 0.09% | −548−0.8% | Reduced |
| D.A. Davidson & Co. | 67,152 | $5.76M | 0.07% | +2,607+4.0% | Added |
| DT Investment Partners, LLC | 67,015 | $5.75M | 0.80% | −9,892−12.9% | Reduced |
| Foundation Resource Management Inc | 66,993 | $5.75M | 1.29% | −2,032−2.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 65,662 | $5.64M | 0.01% | −10,125−13.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 64,857 | $5.57M | 0.37% | +4,028+6.6% | Added |
| Atlantic Union Bankshares Corp | 64,618 | $5.54M | 0.54% | +3,231+5.3% | Added |
| Steward Partners Investment Advisory, LLC | 63,317 | $5.43M | 0.09% | −958−1.5% | Reduced |
| Sitrin Capital Management LLC | 63,047 | $5.41M | 2.44% | +193+0.3% | Added |
| Montgomery Investment Management Inc | 61,902 | $5.31M | 1.97% | −1,250−2.0% | Reduced |
| Tweedy, Browne Co LLC | 61,608 | $5.29M | 0.15% | −1,379−2.2% | Reduced |
| Bridge Creek Capital Management LLC | 27,217 | $5.19M | 1.96% | −995−3.5% | Reduced |
| Fifth Third Bancorp | 60,297 | $5.17M | 0.02% | −6,719−10.0% | Reduced |
| Viking Fund Management LLC | 60,000 | $5.15M | 1.47% | −1,800−2.9% | Reduced |
| Royal Fund Management, LLC | 59,541 | $5.11M | 0.85% | +59,541 | New |
| Natixis | 58,614 | $5.03M | 0.02% | +58,614 | New |
| Country Club Trust Company, n.a. | 59,061 | $5.03M | 0.44% | +1,938+3.4% | Added |
| Mutual of America Capital Management LLC | 57,130 | $4.90M | 0.05% | +474+0.8% | Added |
| IFM Investors Pty Ltd | 56,601 | $4.86M | 0.10% | +8,947+18.8% | Added |
| QS Investors, LLC | 55,846 | $4.79M | 0.06% | −2,374−4.1% | Reduced |
| Alley Co LLC | 55,742 | $4.78M | 0.87% | +253+0.5% | Added |
| Cary Street Partners Asset Management LLC | 55,262 | $4.74M | 1.13% | −43,888−44.3% | Reduced |
| Buckingham Capital Management, Inc. | 55,089 | $4.73M | 0.76% | −335−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,025 | $4.72M | 0.97% | +19,310+54.1% | Added |
| Icon Advisers Inc | 55,000 | $4.72M | 0.77% | −37,000−40.2% | Reduced |
| Chemung Canal Trust Co | 53,895 | $4.63M | 0.88% | +6,655+14.1% | Added |
| Metropolitan Life Insurance Co | 53,249 | $4.57M | 0.06% | −697−1.3% | Reduced |
| FourThought Financial, LLC | 53,218 | $4.57M | 0.61% | +9,901+22.9% | Added |
| Nkcfo LLC | 53,200 | $4.57M | 1.53% | 00.0% | Unchanged |
| Hartford Investment Management Co | 53,076 | $4.55M | 0.11% | +5,347+11.2% | Added |
| United Services Automobile Association | 53,051 | $4.55M | 0.08% | −101,364−65.6% | Reduced |
| Alpha Omega Wealth Management LLC | 52,671 | $4.52M | 0.74% | +628+1.2% | Added |
| United Capital Financial Advisers, LLC | 51,606 | $4.43M | 0.02% | +1,530+3.1% | Added |
| Commerce Bank | 51,426 | $4.41M | 0.03% | −30−0.1% | Reduced |
| Meyer Handelman Co | 50,880 | $4.37M | 0.17% | −4,917−8.8% | Reduced |
| Huntington National Bank | 50,769 | $4.36M | 0.04% | +7,909+18.5% | Added |
| People's United Financial, Inc. | 50,731 | $4.35M | 0.10% | −976−1.9% | Reduced |
| Chatham Capital Group, Inc. | 50,682 | $4.35M | 0.84% | +395+0.8% | Added |
| Morgan Dempsey Capital Management LLC | 50,530 | $4.34M | 1.36% | +50,530 | New |
| Avantax Advisory Services, Inc. | 50,281 | $4.31M | 0.08% | −5,498−9.9% | Reduced |
| Simmons Bank | 50,101 | $4.30M | 0.31% | −1,092−2.1% | Reduced |
| Pacific Heights Asset Management LLC | 50,000 | $4.29M | 0.39% | −10,000−16.7% | Reduced |
| RBF Capital, LLC | 50,000 | $4.29M | 0.24% | 00.0% | Unchanged |
| Shelton Capital Management | 49,301 | $4.23M | 0.16% | −41,353−45.6% | Reduced |
| Advisory Services Network, LLC | 49,297 | $4.23M | 0.13% | +845+1.7% | Added |
| Providence Capital Advisors, LLC | 48,298 | $4.14M | 1.35% | +1,167+2.5% | Added |
| Wintrust Investments LLC | 48,290 | $4.14M | 0.43% | +6,585+15.8% | Added |
| Rodgers Brothers Inc. | 47,978 | $4.12M | 0.79% | +7,445+18.4% | Added |
| Canada Pension Plan Investment Board | 46,807 | $4.02M | 0.00% | +5,548+13.4% | Added |
| Veritable, L.P. | 46,243 | $3.97M | 0.06% | −1,832−3.8% | Reduced |
| Blueshift Asset Management, LLC | 46,242 | $3.97M | 0.22% | +38,408+490.3% | Added |
| Nissay Asset Management Corp | 45,397 | $3.90M | 0.03% | +2,804+6.6% | Added |
| MUFG Americas Holdings Corp | 44,958 | $3.86M | 0.07% | +2,849+6.8% | Added |
| Brown Advisory Inc | 44,470 | $3.82M | 0.01% | −1,394−3.0% | Reduced |
| Oppenheimer & Co Inc | 43,906 | $3.77M | 0.07% | +1,306+3.1% | Added |
| Schroder Investment Management Group | 43,694 | $3.75M | 0.00% | +2,618+6.4% | Added |
| Cohen & Steers, Inc. | 43,660 | $3.75M | 0.01% | +1,074+2.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 42,831 | $3.68M | 1.21% | −1,274−2.9% | Reduced |
| Telos Capital Management, Inc. | 42,827 | $3.67M | 0.49% | +1,499+3.6% | Added |
| Ancora Advisors, LLC | 42,133 | $3.62M | 0.10% | −2,281−5.1% | Reduced |
| FDx Advisors, Inc. | 41,517 | $3.56M | 0.12% | +4,662+12.6% | Added |
| Fluent Financial, LLC | 41,302 | $3.54M | 1.52% | +4,979+13.7% | Added |
| HM Payson & Co | 40,804 | $3.50M | 0.09% | −2,349−5.4% | Reduced |
| Hantz Financial Services, Inc. | 40,750 | $3.50M | 0.13% | +2,591+6.8% | Added |
| Stolper Co | 40,576 | $3.48M | 1.64% | +613+1.5% | Added |
| Fiera Capital Corp | 39,023 | $3.35M | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 38,913 | $3.34M | 0.02% | −1,125−2.8% | Reduced |
| CIBC Asset Management Inc | 38,480 | $3.30M | 0.01% | +65+0.2% | Added |