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 |
|---|---|---|---|---|---|
| Cushing Asset Management, LP | 38,273 | $3.29M | 0.32% | 00.0% | Unchanged |
| Becker Capital Management Inc | 38,269 | $3.28M | 0.14% | +1,716+4.7% | Added |
| Atria Investments LLC | 38,252 | $3.28M | 0.06% | +5,067+15.3% | Added |
| Umb Bank N A | 38,213 | $3.28M | 0.08% | +5,131+15.5% | Added |
| Davenport & Co LLC | 38,138 | $3.27M | 0.03% | +1,262+3.4% | Added |
| Pinnacle Associates Ltd | 38,058 | $3.27M | 0.06% | −318−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 37,373 | $3.21M | 0.14% | +42+0.1% | Added |
| Jane Street Group, LLC | 37,245 | $3.20M | 0.01% | −5,483−12.8% | Reduced |
| Leavell Investment Management, Inc. | 39,085 | $3.19M | 0.26% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 37,120 | $3.19M | 0.32% | +3,964+12.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,022 | $3.18M | 0.08% | +858+2.4% | Added |
| Westpac Banking Corp | 37,001 | $3.18M | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 44,638 | $3.17M | 0.45% | −203−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 36,896 | $3.17M | 0.28% | −946−2.5% | Reduced |
| Securian Asset Management, Inc | 36,858 | $3.16M | 0.06% | −107−0.3% | Reduced |
| Regentatlantic Capital LLC | 36,477 | $3.13M | 0.10% | +1,200+3.4% | Added |
| Oregon Public Employees Retirement Fund | 36,312 | $3.12M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 36,230 | $3.11M | 0.04% | −119−0.3% | Reduced |
| Quadrature Capital Ltd | 36,037 | $3.09M | 0.12% | +12,572+53.6% | Added |
| ING Groep NV | 35,962 | $3.09M | 0.05% | +35,962 | New |
| McDonald Partners LLC | 35,676 | $3.06M | 0.72% | +389+1.1% | Added |
| Heritage Trust Co | 35,643 | $3.06M | 0.44% | −2,468−6.5% | Reduced |
| Colonial Trust Advisors | 35,473 | $3.04M | 0.37% | +1,315+3.8% | Added |
| Marco Investment Management LLC | 35,417 | $3.04M | 0.35% | +5,903+20.0% | Added |
| Trustmark National Bank Trust Department | 35,225 | $3.02M | 0.24% | −458−1.3% | Reduced |
| First National Bank of Omaha | 35,878 | $2.92M | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 33,984 | $2.92M | 0.06% | +2,462+7.8% | Added |
| CIBC Private Wealth Group, LLC | 33,781 | $2.90M | 0.01% | +1,325+4.1% | Added |
| Cornerstone Wealth Group, LLC | 41,042 | $2.90M | 0.59% | +1,075+2.7% | Added |
| APG Asset Management N.V. | 39,793 | $2.88M | 0.00% | −15,200−27.6% | Reduced |
| Opus Investment Management Inc | 33,489 | $2.87M | 0.43% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 32,956 | $2.83M | 0.00% | −2,413−6.8% | Reduced |
| Maryland State Retirement & Pension System | 33,413 | $2.82M | 0.09% | 00.0% | Unchanged |
| Unison Advisors LLC | 32,749 | $2.81M | 0.52% | +339+1.0% | Added |
| Cetera Advisor Networks LLC | 32,605 | $2.80M | 0.04% | +10,544+47.8% | Added |
| Canal Insurance CO | 32,500 | $2.79M | 0.98% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 31,681 | $2.76M | 0.14% | +505+1.6% | Added |
| Segall Bryant & Hamill, LLC | 32,109 | $2.76M | 0.03% | −23,909−42.7% | Reduced |
| Marathon Capital Management | 31,945 | $2.74M | 0.63% | +50+0.2% | Added |
| Hengehold Capital Management LLC | 31,939 | $2.74M | 0.36% | +697+2.2% | Added |
| Simplex Trading, LLC | 31,814 | $2.73M | 0.10% | −8,143−20.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 31,790 | $2.73M | 0.01% | −4,821−13.2% | Reduced |
| NewSquare Capital LLC | 31,563 | $2.71M | 0.32% | +1,444+4.8% | Added |
| Capitolis Advisors LLC | 31,552 | $2.71M | 0.03% | −6,867−17.9% | Reduced |
| Prio Wealth Limited Partnership | 31,493 | $2.70M | 0.09% | +150+0.5% | Added |
| Pacer Advisors, Inc. | 30,895 | $2.65M | 0.04% | +6,943+29.0% | Added |
| Mirador Capital Partners LP | 30,688 | $2.63M | 0.60% | +15,905+107.6% | Added |
| Elo Mutual Pension Insurance Co | 30,683 | $2.63M | 0.09% | −830−2.6% | Reduced |
| Panagora Asset Management Inc | 30,551 | $2.62M | 0.01% | −754−2.4% | Reduced |
| Visionary Wealth Advisors | 30,466 | $2.62M | 0.26% | +178+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 30,301 | $2.60M | 0.10% | −622−2.0% | Reduced |
| Disciplined Investments, LLC | 30,045 | $2.58M | 1.32% | +1,868+6.6% | Added |
| Cerity Partners LLC | 29,913 | $2.57M | 0.06% | −6,822−18.6% | Reduced |
| First American Bank | 29,807 | $2.56M | 0.15% | +841+2.9% | Added |
| Strategic Financial Services, Inc, | 29,589 | $2.54M | 0.20% | −1,273−4.1% | Reduced |
| Walleye Capital LLC | 29,427 | $2.52M | 0.09% | +29,427 | New |
| Regions Financial Corp | 29,260 | $2.51M | 0.02% | +3,404+13.2% | Added |
| Bourgeon Capital Management LLC | 29,150 | $2.50M | 0.54% | −75,155−72.1% | Reduced |
| Clearbridge Investments, LLC | 29,144 | $2.50M | 0.00% | −18,315−38.6% | Reduced |
| New Mexico Educational Retirement Board | 29,128 | $2.50M | 0.09% | +1,500+5.4% | Added |
| Parsons Capital Management Inc | 29,087 | $2.50M | 0.19% | −721−2.4% | Reduced |
| Central Trust Co | 29,070 | $2.50M | 0.09% | −85−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 28,873 | $2.48M | 0.10% | +15+0.1% | Added |
| SevenBridge Financial Group, LLC | 28,863 | $2.48M | 0.81% | +1,197+4.3% | Added |
| Claybrook Capital, LLC | 28,863 | $2.48M | 0.81% | +28,863 | New |
| Gladstone Institutional Advisory LLC | 28,762 | $2.47M | 0.30% | +3,624+14.4% | Added |
| Ameritas Investment Partners, Inc. | 28,644 | $2.46M | 0.09% | −1,179−4.0% | Reduced |
| Rothschild Investment Corp | 28,178 | $2.42M | 0.19% | −226−0.8% | Reduced |
| Brinker Capital Investments, LLC | 28,140 | $2.42M | 0.03% | +4,575+19.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 27,967 | $2.40M | 1.28% | +10.0% | Added |
| World Asset Management Inc | 27,685 | $2.38M | 0.22% | −228−0.8% | Reduced |
| Varma Mutual Pension Insurance Co | 27,544 | $2.36M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 27,300 | $2.34M | 0.06% | +200+0.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,301 | $2.34M | 0.72% | +2,529+10.2% | Added |
| FIL Ltd | 27,018 | $2.32M | 0.00% | −861−3.1% | Reduced |
| Private Advisor Group, LLC | 26,913 | $2.31M | 0.02% | +1,208+4.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,832 | $2.30M | 0.12% | +397+1.5% | Added |
| Pinkerton Retirement Specialists, LLC | 26,649 | $2.29M | 0.44% | +607+2.3% | Added |
| MACRO Consulting Group | 26,500 | $2.27M | 1.17% | +897+3.5% | Added |
| Poehling Capital Management, LLC | 26,410 | $2.27M | 0.72% | −641−2.4% | Reduced |
| Principle Wealth Partners LLC | 26,405 | $2.27M | 0.26% | −154−0.6% | Reduced |
| Inscription Capital, LLC | 26,405 | $2.27M | 0.26% | +19,243+268.7% | Added |
| Ferguson Wellman Capital Management, Inc | 26,343 | $2.26M | 0.07% | −197−0.7% | Reduced |
| Profund Advisors LLC | 26,311 | $2.26M | 0.08% | +2,933+12.5% | Added |
| Level Four Advisory Services, LLC | 26,125 | $2.24M | 0.16% | +743+2.9% | Added |
| Orleans Capital Management Corp | 26,105 | $2.24M | 1.43% | +2,180+9.1% | Added |
| Johnson Investment Counsel Inc | 25,896 | $2.22M | 0.03% | −1,013−3.8% | Reduced |
| Kentucky Retirement Systems | 25,497 | $2.19M | 0.10% | −2,903−10.2% | Reduced |
| Torray LLC | 25,343 | $2.17M | 0.32% | +2,459+10.7% | Added |
| Captrust Financial Advisors | 25,186 | $2.16M | 0.02% | +4,232+20.2% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 24,949 | $2.14M | 0.69% | −570−2.2% | Reduced |
| German American Bancorp, Inc. | 24,788 | $2.13M | 0.33% | +1,158+4.9% | Added |
| Cullen/Frost Bankers, Inc. | 24,661 | $2.12M | 0.04% | −302−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,524 | $2.10M | 0.04% | +960+4.1% | Added |
| Deane Retirement Strategies, Inc. | 24,343 | $2.09M | 1.15% | +393+1.6% | Added |
| Xponance, Inc. | 24,237 | $2.08M | 0.04% | +3,471+16.7% | Added |
| Brookstone Capital Management | 25,367 | $2.07M | 0.04% | +22,251+714.1% | Added |
| Garrison Asset Management, LLC | 24,073 | $2.07M | 1.25% | +761+3.3% | Added |
| Thompson Siegel & Walmsley LLC | 23,990 | $2.06M | 0.03% | −2,500−9.4% | Reduced |
| TD Private Client Wealth LLC | 23,676 | $2.03M | 0.09% | +1,254+5.6% | Added |