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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 14,706 | $1.26M | 0.76% | +243+1.7% | Added |
| Evercore Wealth Management, LLC | 14,690 | $1.26M | 0.02% | −2,117−12.6% | Reduced |
| Shell Asset Management Co | 14,637 | $1.26M | 0.02% | −3,640−19.9% | Reduced |
| Doheny Asset Management | 14,572 | $1.25M | 0.81% | +4,990+52.1% | Added |
| Trust Co of Oklahoma | 14,384 | $1.23M | 0.42% | +10,532+273.4% | Added |
| American Century Companies Inc | 14,247 | $1.22M | 0.00% | −378,979−96.4% | Reduced |
| Frontier Wealth Management LLC | 14,210 | $1.22M | 0.09% | −440−3.0% | Reduced |
| Voloridge Investment Management, LLC | 14,165 | $1.22M | 0.01% | +14,165 | New |
| Nwam LLC | 14,164 | $1.22M | 0.11% | +14,164 | New |
| Connecticut Wealth Management, LLC | 14,107 | $1.21M | 0.11% | −629−4.3% | Reduced |
| Synovus Financial Corp | 14,105 | $1.21M | 0.01% | −376−2.6% | Reduced |
| Logan Capital Management Inc | 13,989 | $1.20M | 0.06% | +20.0% | Added |
| BBR Partners, LLC | 13,943 | $1.20M | 0.09% | −78−0.6% | Reduced |
| Palladium Partners LLC | 13,775 | $1.18M | 0.06% | −253−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,720 | $1.18M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,720 | $1.18M | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,655 | $1.17M | 0.08% | −2,100−13.3% | Reduced |
| Silvant Capital Management LLC | 13,505 | $1.16M | 0.18% | −305−2.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,444 | $1.15M | 0.56% | −1,425−9.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,356 | $1.15M | 0.10% | +129+1.0% | Added |
| Community Bank, N.A. | 13,225 | $1.14M | 0.13% | +150+1.1% | Added |
| GWM Advisors LLC | 13,176 | $1.13M | 0.03% | +1,021+8.4% | Added |
| Cetera Investment Advisers | 13,169 | $1.13M | 0.02% | +2,135+19.3% | Added |
| Jefferies Group LLC | 13,115 | $1.13M | 0.02% | +13,115 | New |
| Lowe Brockenbrough & Co Inc | 13,109 | $1.13M | 0.10% | 00.0% | Unchanged |
| Haverford Trust Co | 13,069 | $1.12M | 0.01% | +1,886+16.9% | Added |
| Sigma Planning Corp | 13,014 | $1.12M | 0.03% | −254−1.9% | Reduced |
| Boston Trust Walden Corp | 12,870 | $1.10M | 0.01% | −500−3.7% | Reduced |
| Hoylecohen, LLC | 12,816 | $1.10M | 0.10% | 00.0% | Unchanged |
| Cypress Capital Group | 12,800 | $1.10M | 0.15% | +181+1.4% | Added |
| Markston International LLC | 12,699 | $1.09M | 0.66% | −41,415−76.5% | Reduced |
| Bristol John W & Co Inc | 12,500 | $1.07M | 0.02% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 12,465 | $1.07M | 0.76% | +610+5.1% | Added |
| Fruth Investment Management | 12,445 | $1.07M | 0.32% | −250−2.0% | Reduced |
| Boyd Watterson Asset Management LLC | 12,415 | $1.06M | 0.43% | −46−0.4% | Reduced |
| Guyasuta Investment Advisors Inc | 12,372 | $1.06M | 0.08% | +685+5.9% | Added |
| Central Bank & Trust Co | 12,370 | $1.06M | 0.17% | −3,314−21.1% | Reduced |
| IBM Retirement Fund | 12,336 | $1.06M | 0.08% | −2,493−16.8% | Reduced |
| Barry Investment Advisors, LLC | 12,340 | $1.06M | 0.28% | −437−3.4% | Reduced |
| Resource Management, LLC | 12,337 | $1.06M | 0.12% | +524+4.4% | Added |
| Fiduciary Trust Co | 12,218 | $1.05M | 0.02% | 00.0% | Unchanged |
| Exeter Financial, LLC | 11,800 | $1.04M | 0.60% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,063 | $1.03M | 0.10% | −466−3.7% | Reduced |
| IFP Advisors, Inc | 12,015 | $1.03M | 0.02% | −286−2.3% | Reduced |
| Smith, Moore & Co. | 11,848 | $1.02M | 0.15% | +466+4.1% | Added |
| Pavion Blue Capital, LLC | 11,837 | $1.02M | 0.62% | −229−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 11,777 | $1.01M | 0.06% | 00.0% | Unchanged |
| First Quadrant L P | 11,685 | $1.00M | 0.12% | −4,459−27.6% | Reduced |
| Valmark Advisers, Inc. | 11,669 | $1.00M | 0.02% | +408+3.6% | Added |
| CWM, LLC | 11,614 | $997.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 11,597 | $995.0K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,572 | $993.0K | 0.11% | −507−4.2% | Reduced |
| South State Corp. | 11,556 | $992.0K | 0.09% | −190−1.6% | Reduced |
| Spire Wealth Management | 11,419 | $980.0K | 0.03% | −1,109−8.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,396 | $978.0K | 0.10% | −1,550−12.0% | Reduced |
| Capital Advisors Inc | 11,340 | $973.0K | 0.03% | +210+1.9% | Added |
| Fairfield, Bush & Co. | 11,320 | $971.0K | 0.26% | +4,500+66.0% | Added |
| Trilogy Capital Inc. | 11,679 | $962.0K | 0.07% | +1,594+15.8% | Added |
| Jeppson Wealth Management, LLC | 11,135 | $955.0K | 0.52% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,113 | $954.0K | 0.00% | −1,450−11.5% | Reduced |
| Stephens Inc | 11,117 | $954.0K | 0.01% | +266+2.5% | Added |
| Hudson Valley Investment Advisors Inc | 11,084 | $951.0K | 0.17% | −654−5.6% | Reduced |
| 17 Capital Partners, LLC | 11,062 | $949.0K | 0.88% | +11,062 | New |
| Paragon Capital Management LLC | 11,038 | $947.0K | 0.47% | +112+1.0% | Added |
| MAI Capital Management | 11,003 | $944.0K | 0.02% | +56+0.5% | Added |
| Silvercrest Asset Management Group LLC | 10,939 | $938.0K | 0.01% | −367−3.2% | Reduced |
| V Wealth Advisors LLC | 10,842 | $934.0K | 0.15% | −1,021−8.6% | Reduced |
| Bessemer Group Inc | 10,764 | $924.0K | 0.00% | +909+9.2% | Added |
| BP PLC | 10,703 | $918.0K | 0.04% | −4,552−29.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,679 | $916.0K | 0.14% | −155−1.4% | Reduced |
| National Asset Management, Inc. | 10,650 | $915.0K | 0.03% | −4,035−27.5% | Reduced |
| First Mercantile Trust Co | 10,662 | $915.0K | 0.11% | −988−8.5% | Reduced |
| Parallel Advisors, LLC | 10,646 | $914.0K | 0.04% | +1,253+13.3% | Added |
| Kestra Private Wealth Services, LLC | 10,633 | $913.0K | 0.06% | +23+0.2% | Added |
| Weik Capital Management | 10,470 | $899.0K | 0.35% | −125−1.2% | Reduced |
| Cannell Peter B & Co Inc | 10,479 | $899.0K | 0.03% | 00.0% | Unchanged |
| Burney Co | 10,335 | $887.0K | 0.04% | −76−0.7% | Reduced |
| Optimal Asset Management, Inc. | 10,322 | $886.0K | 0.10% | +10.0% | Added |
| Covenant Partners, LLC | 10,312 | $885.0K | 0.33% | 00.0% | Unchanged |
| Paloma Partners Management Co | 10,153 | $871.0K | 0.02% | −28,446−73.7% | Reduced |
| Bank of Hawaii | 10,144 | $870.0K | 0.05% | −450−4.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,086 | $866.0K | 0.28% | −283−2.7% | Reduced |
| Granite Investment Advisors, LLC | 10,074 | $865.0K | 0.14% | −700−6.5% | Reduced |
| First National Trust Co | 10,055 | $863.0K | 0.05% | +2,338+30.3% | Added |
| Stillwater Investment Management, LLC | 9,977 | $856.0K | 0.23% | +102+1.0% | Added |
| Greytown Advisors Inc. | 9,960 | $855.0K | 0.41% | −844−7.8% | Reduced |
| Bridgefront Capital, LLC | 9,953 | $854.0K | 0.32% | +9,953 | New |
| Stock Yards Bank & Trust Co | 9,791 | $840.0K | 0.05% | −2,771−22.1% | Reduced |
| Resources Management Corp | 9,790 | $840.0K | 0.12% | −215−2.1% | Reduced |
| Investors Research Corp | 9,723 | $834.0K | 0.29% | 00.0% | Unchanged |
| Lincoln National Corp | 9,678 | $830.0K | 0.02% | +599+6.6% | Added |
| Dynamic Advisor Solutions LLC | 9,652 | $828.0K | 0.07% | +811+9.2% | Added |
| AMG National Trust Bank | 9,636 | $827.0K | 0.03% | +41+0.4% | Added |
| Ar Asset Management Inc | 9,600 | $824.0K | 0.23% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 9,538 | $818.0K | 0.17% | −36−0.4% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 9,586 | $816.0K | 0.11% | +256+2.7% | Added |
| Energy Opportunities Capital Management, LLC | 9,500 | $815.0K | 2.08% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,477 | $813.0K | 0.03% | +6,136+183.7% | Added |
| Kesler, Norman & Wride, LLC | 11,051 | $811.0K | 0.19% | −118−1.1% | Reduced |
| Wetherby Asset Management Inc | 9,405 | $807.0K | 0.05% | +350+3.9% | Added |