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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 23,485 | $2.02M | 0.65% | +400+1.7% | Added |
| Daiwa Securities Group Inc. | 23,462 | $2.01M | 0.01% | +1,208+5.4% | Added |
| STRS Ohio | 23,426 | $2.01M | 0.01% | −132,187−84.9% | Reduced |
| Wealthfront Advisers LLC | 23,319 | $2.00M | 0.01% | +9,862+73.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,247 | $2.00M | 0.01% | +4,682+25.2% | Added |
| Van Eck Associates Corp | 22,855 | $1.96M | 0.00% | −750−3.2% | Reduced |
| Winton Group Ltd | 22,838 | $1.96M | 0.11% | +4,554+24.9% | Added |
| Two Sigma Investments, LP | 22,700 | $1.95M | 0.01% | +22,700 | New |
| City Holding Co | 22,664 | $1.95M | 0.34% | +86+0.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 22,581 | $1.94M | 0.21% | −80.0% | Reduced |
| Wilen Investment Management Corp. | 22,666 | $1.93M | 1.66% | −250−1.1% | Reduced |
| Baxter Bros Inc | 22,296 | $1.91M | 0.30% | −321−1.4% | Reduced |
| River Wealth Advisors LLC | 22,262 | $1.91M | 0.33% | +74+0.3% | Added |
| Northwest & Ethical Investments L.P. | 22,145 | $1.90M | 0.06% | −12,675−36.4% | Reduced |
| Citizens National Bank Trust Department | 22,061 | $1.89M | 0.54% | −1,335−5.7% | Reduced |
| Fundamentun, LLC | 21,793 | $1.87M | 0.51% | +789+3.8% | Added |
| Illinois Municipal Retirement Fund | 21,719 | $1.86M | 0.08% | −43,740−66.8% | Reduced |
| Exencial Wealth Advisors, LLC | 21,642 | $1.86M | 0.10% | −1,524−6.6% | Reduced |
| Corient Capital Partners, LLC | 21,576 | $1.85M | 0.14% | +3,318+18.2% | Added |
| First Nebraska Trust Co | 21,484 | $1.84M | 0.24% | −152−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.83M | 0.14% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 21,292 | $1.83M | 0.04% | −11,156−34.4% | Reduced |
| Annex Advisory Services, LLC | 21,077 | $1.80M | 0.15% | +21,077 | New |
| Wealth Advisory Solutions, LLC | 20,893 | $1.79M | 0.43% | −230−1.1% | Reduced |
| Hartford Financial Management Inc. | 20,866 | $1.79M | 0.44% | −61−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 20,733 | $1.78M | 0.05% | −76,100−78.6% | Reduced |
| Northeast Financial Consultants Inc | 20,720 | $1.78M | 0.12% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20,556 | $1.76M | 0.43% | +198+1.0% | Added |
| Green Square Capital Advisors LLC | 20,451 | $1.75M | 0.48% | −318−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 20,428 | $1.75M | 0.03% | +22+0.1% | Added |
| Itau Unibanco Holding S.A. | 20,300 | $1.74M | 0.09% | +20,300 | New |
| Somerset Trust Co | 20,275 | $1.74M | 0.71% | +256+1.3% | Added |
| Murphy Pohlad Asset Management LLC | 20,175 | $1.73M | 0.70% | −1,350−6.3% | Reduced |
| Charter Trust Co | 20,172 | $1.73M | 0.16% | +441+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,183 | $1.73M | 0.03% | −380−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,885 | $1.71M | 0.03% | +83+0.4% | Added |
| Ingalls & Snyder LLC | 19,865 | $1.71M | 0.08% | −492−2.4% | Reduced |
| Tiaa, FSB | 19,830 | $1.70M | 0.01% | +90.0% | Added |
| Arvest Bank Trust Division | 19,826 | $1.70M | 0.09% | −1,961−9.0% | Reduced |
| Carret Asset Management, LLC | 19,708 | $1.69M | 0.20% | +185+0.9% | Added |
| Usca Ria LLC | 19,539 | $1.68M | 0.10% | −10−0.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 19,004 | $1.66M | 0.01% | −823−4.2% | Reduced |
| Thrivent Financial for Lutherans | 19,166 | $1.65M | 0.00% | −2,495−11.5% | Reduced |
| Blair William & Co | 19,019 | $1.63M | 0.01% | −5,557−22.6% | Reduced |
| SWS Partners | 18,999 | $1.63M | 1.06% | +445+2.4% | Added |
| HBK Sorce Advisory LLC | 18,844 | $1.62M | 0.09% | −74−0.4% | Reduced |
| Cardinal Capital Management | 18,778 | $1.61M | 0.34% | +209+1.1% | Added |
| Wolverine Trading, LLC | 18,946 | $1.61M | 0.04% | +18,946 | New |
| Icon Wealth Partners, LLC | 18,777 | $1.61M | 0.17% | +19+0.1% | Added |
| Financial Counselors Inc | 18,754 | $1.61M | 0.03% | −450−2.3% | Reduced |
| Fernwood Investment Management, LLC | 18,709 | $1.61M | 0.53% | 00.0% | Unchanged |
| Fma Advisory Inc | 18,607 | $1.60M | 0.59% | +1,554+9.1% | Added |
| Auxier Asset Management | 18,312 | $1.57M | 0.26% | −350−1.9% | Reduced |
| AE Wealth Management LLC | 18,303 | $1.57M | 0.01% | −3,153−14.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.57M | 0.21% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 18,291 | $1.57M | 0.01% | +18,291 | New |
| Wedbush Securities Inc | 18,010 | $1.55M | 0.07% | +1,136+6.7% | Added |
| Venture Visionary Partners LLC | 17,945 | $1.55M | 0.12% | +4,579+34.3% | Added |
| Advisor Partners LLC | 17,909 | $1.54M | 0.10% | −518−2.8% | Reduced |
| Curbstone Financial Management Corp | 17,892 | $1.53M | 0.29% | +400+2.3% | Added |
| Tocqueville Asset Management L.P. | 17,851 | $1.53M | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 17,729 | $1.52M | 0.00% | +910+5.4% | Added |
| Dowling & Yahnke LLC | 17,620 | $1.51M | 0.09% | −182−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 17,504 | $1.50M | 0.04% | +2,586+17.3% | Added |
| Bowling Portfolio Management LLC | 17,395 | $1.49M | 0.33% | −165−0.9% | Reduced |
| IHT Wealth Management, LLC | 17,375 | $1.49M | 0.09% | +13,846+392.3% | Added |
| OPSEU Pension Plan Trust Fund | 16,995 | $1.49M | 0.38% | +2,169+14.6% | Added |
| Moser Wealth Advisors, LLC | 17,251 | $1.48M | 0.95% | −343−1.9% | Reduced |
| Citizens Business Bank | 17,245 | $1.48M | 0.19% | 00.0% | Unchanged |
| Patten & Patten Inc | 17,096 | $1.47M | 0.11% | −1,219−6.7% | Reduced |
| CFM Wealth Partners LLC | 17,054 | $1.46M | 0.39% | −464−2.6% | Reduced |
| Intrust Bank NA | 17,002 | $1.46M | 0.20% | 00.0% | Unchanged |
| Terry L. Blaker | 16,959 | $1.46M | 0.09% | −265−1.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,938 | $1.45M | 0.48% | +639+3.9% | Added |
| Northside Capital Management, LLC | 16,848 | $1.45M | 0.36% | −135−0.8% | Reduced |
| Sciencast Management LP | 17,434 | $1.44M | 0.30% | +17,434 | New |
| Cipher Capital LP | 16,747 | $1.44M | 0.79% | +5,438+48.1% | Added |
| Greylin Investment Mangement Inc | 16,665 | $1.43M | 0.28% | −320−1.9% | Reduced |
| Sowell Financial Services LLC | 16,635 | $1.43M | 0.09% | −1,878−10.1% | Reduced |
| Everett Harris & Co | 16,592 | $1.42M | 0.02% | −678−3.9% | Reduced |
| Tower Bridge Advisors | 16,572 | $1.42M | 0.09% | +79+0.5% | Added |
| Mattern Wealth Management LLC | 19,019 | $1.42M | 0.45% | +5,156+37.2% | Added |
| Sonora Investment Management, LLC | 16,456 | $1.41M | 0.18% | +913+5.9% | Added |
| Lee Danner & Bass Inc | 16,373 | $1.41M | 0.13% | −300−1.8% | Reduced |
| TownSquare Capital, LLC | 16,618 | $1.40M | 0.05% | +703+4.4% | Added |
| Tdam USA Inc. | 18,819 | $1.38M | 0.09% | −409−2.1% | Reduced |
| First Hawaiian Bank | 15,825 | $1.36M | 0.06% | −808−4.9% | Reduced |
| BNC Wealth Management, LLC | 15,749 | $1.35M | 0.82% | +15,749 | New |
| Telemus Capital, LLC | 15,722 | $1.35M | 0.10% | +552+3.6% | Added |
| Pinebridge Investments, L.P. | 15,635 | $1.34M | 0.02% | −5,136−24.7% | Reduced |
| Trexquant Investment LP | 15,607 | $1.34M | 0.11% | +15,607 | New |
| Cetera Advisors LLC | 15,563 | $1.34M | 0.03% | +241+1.6% | Added |
| Strategic Advisors LLC | 15,535 | $1.33M | 0.35% | +369+2.4% | Added |
| Bailard, Inc. | 15,512 | $1.33M | 0.05% | +1,394+9.9% | Added |
| Koshinski Asset Management, Inc. | 15,503 | $1.33M | 0.17% | −3,847−19.9% | Reduced |
| Harbour Investment Management LLC | 15,490 | $1.33M | 0.67% | −600−3.7% | Reduced |
| Castleark Management LLC | 15,400 | $1.32M | 0.04% | −5,500−26.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,342 | $1.31M | 0.05% | −50−0.3% | Reduced |
| Cowa, LLC | 49,382 | $1.27M | 0.79% | −935−1.9% | Reduced |
| Hancock Whitney Corp | 14,743 | $1.26M | 0.04% | −331−2.2% | Reduced |