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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 9,360 | $803.0K | 0.15% | +50+0.5% | Added |
| Deseret Mutual Benefit Administrators | 9,315 | $799.0K | 0.19% | +9,315 | New |
| Tiedemann Advisors, LLC | 9,280 | $796.0K | 0.03% | −147−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,257 | $794.0K | 0.04% | +300+3.3% | Added |
| DuPont Capital Management Corp | 9,237 | $793.0K | 0.02% | +9,237 | New |
| Homrich & Berg | 9,212 | $791.0K | 0.02% | +4,682+103.4% | Added |
| Delta Financial Advisors LLC | 9,199 | $789.0K | 0.35% | +10.0% | Added |
| Alethea Capital Management, LLC | 9,189 | $789.0K | 0.50% | +9,189 | New |
| Islay Capital Management, LLC | 9,181 | $788.0K | 0.64% | −379−4.0% | Reduced |
| YHB Investment Advisors, Inc. | 9,154 | $786.0K | 0.07% | +540+6.3% | Added |
| Parcion Private Wealth LLC | 9,109 | $782.0K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,018 | $773.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,008 | $773.0K | 0.02% | +46+0.5% | Added |
| Caldwell Trust Co | 8,990 | $771.5K | 0.10% | −25−0.3% | Reduced |
| Longfellow Investment Management Co LLC | 8,950 | $769.0K | 0.11% | −5,853−39.5% | Reduced |
| Brown Advisory Securities, LLC | 8,852 | $760.0K | 0.12% | −760−7.9% | Reduced |
| Heron Financial Group, LLC | 8,807 | $756.0K | 0.43% | +325+3.8% | Added |
| Jacobi Capital Management LLC | 8,786 | $754.0K | 0.10% | −119−1.3% | Reduced |
| CoreCommodity Management, LLC | 8,761 | $752.0K | 0.23% | −221−2.5% | Reduced |
| Westwood Holdings Group Inc. | 8,729 | $749.0K | 0.01% | −1,255−12.6% | Reduced |
| Old Dominion Capital Management Inc | 8,709 | $747.0K | 0.16% | +218+2.6% | Added |
| Harbour Investments, Inc. | 8,692 | $746.0K | 0.02% | +1,219+16.3% | Added |
| Rowland & Co Investment Counsel | 8,671 | $744.1K | 0.18% | +575+7.1% | Added |
| Wealthsource Partners, LLC | 8,656 | $743.0K | 0.07% | +4,673+117.3% | Added |
| Adirondack Trust Co | 8,634 | $741.0K | 0.37% | +228+2.7% | Added |
| Marshall Wace, LLP | 8,589 | $737.0K | 0.00% | −59,385−87.4% | Reduced |
| Moors & Cabot, Inc. | 8,585 | $737.0K | 0.05% | −241−2.7% | Reduced |
| North Star Investment Management Corp. | 8,534 | $732.0K | 0.06% | −87−1.0% | Reduced |
| Hilltop Holdings Inc. | 8,528 | $732.0K | 0.08% | −12−0.1% | Reduced |
| Echo Street Capital Management LLC | 8,482 | $728.0K | 0.01% | +8,482 | New |
| Buckingham Strategic Wealth, LLC | 8,468 | $727.0K | 0.02% | +2,435+40.4% | Added |
| Credit Agricole S A | 8,461 | $726.0K | 0.02% | −4,848−36.4% | Reduced |
| Sunbelt Securities, Inc. | 9,722 | $724.0K | 0.13% | +800+9.0% | Added |
| Edge Capital Group, LLC | 8,400 | $721.0K | 0.06% | −525−5.9% | Reduced |
| Verdence Capital Advisors LLC | 8,325 | $714.0K | 0.10% | +8,325 | New |
| American National Insurance Co | 8,300 | $712.0K | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,220 | $705.0K | 0.14% | −240−2.8% | Reduced |
| X-Square Capital, LLC | 8,204 | $704.0K | 0.33% | +2,323+39.5% | Added |
| Matthew Goff Investment Advisor, LLC | 8,191 | $703.0K | 0.18% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,151 | $700.0K | 0.41% | −20−0.2% | Reduced |
| Bull Street Advisors, LLC | 8,151 | $700.0K | 0.37% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 8,109 | $696.0K | 0.12% | −712−8.1% | Reduced |
| Verity Asset Management, Inc. | 8,109 | $696.0K | 0.38% | +76+0.9% | Added |
| WealthTrust Axiom LLC | 8,059 | $691.0K | 0.22% | −614−7.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,034 | $690.0K | 0.17% | +115+1.5% | Added |
| King Luther Capital Management Corp | 7,984 | $685.0K | 0.00% | +2,336+41.4% | Added |
| Veriti Management LLC | 7,844 | $673.0K | 0.10% | +983+14.3% | Added |
| EP Wealth Advisors, LLC | 7,837 | $673.0K | 0.02% | +1,748+28.7% | Added |
| Institute for Wealth Management, LLC. | 7,737 | $664.0K | 0.12% | +277+3.7% | Added |
| Independent Financial Group, LLC | 7,706 | $661.3K | 0.07% | +849+12.4% | Added |
| Banque Cantonale Vaudoise | 7,702 | $661.0K | 0.03% | −2,200−22.2% | Reduced |
| Independent Advisor Alliance | 7,648 | $656.0K | 0.04% | +1,187+18.4% | Added |
| Snowden Capital Advisors LLC | 7,644 | $656.0K | 0.03% | +2,672+53.7% | Added |
| IndexIQ Advisors LLC | 7,614 | $653.0K | 0.02% | +322+4.4% | Added |
| Peapack Gladstone Financial Corp | 7,566 | $649.0K | 0.02% | +165+2.2% | Added |
| First Manhattan Co | 7,542 | $647.0K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 7,477 | $642.0K | 0.02% | −368−4.7% | Reduced |
| Cypress Capital Management LLC | 7,466 | $641.0K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,454 | $640.0K | 0.05% | −2,335−23.9% | Reduced |
| Belpointe Asset Management LLC | 7,455 | $640.0K | 0.05% | +1,071+16.8% | Added |
| Meeder Asset Management Inc | 7,360 | $632.0K | 0.03% | −3,090−29.6% | Reduced |
| Aull & Monroe Investment Management Corp | 7,352 | $631.0K | 0.30% | 00.0% | Unchanged |
| Bank Hapoalim BM | 7,347 | $631.0K | 0.07% | +774+11.8% | Added |
| Covington Capital Management | 7,354 | $631.0K | 0.02% | +1,465+24.9% | Added |
| Waldron Private Wealth LLC | 7,349 | $630.0K | 0.04% | +4,526+160.3% | Added |
| Pearl River Capital, LLC | 7,337 | $630.0K | 0.17% | +7,337 | New |
| Vestcor Inc | 7,331 | $629.0K | 0.02% | −801−9.8% | Reduced |
| JustInvest LLC | 7,324 | $629.0K | 0.07% | +1,852+33.8% | Added |
| Pacific Global Investment Management CO | 7,289 | $626.0K | 0.12% | −1,002−12.1% | Reduced |
| RFG Advisory, LLC | 7,281 | $625.0K | 0.06% | +1,106+17.9% | Added |
| Karpas Strategies, LLC | 7,262 | $623.0K | 0.22% | 00.0% | Unchanged |
| Sandy Spring Bank | 7,255 | $622.0K | 0.03% | −68−0.9% | Reduced |
| Arkadios Wealth Advisors | 7,231 | $620.0K | 0.08% | +1,907+35.8% | Added |
| BerganKDV Wealth Management, LLC | 7,191 | $617.0K | 0.07% | −29−0.4% | Reduced |
| AdvisorNet Financial, Inc | 7,185 | $617.0K | 0.04% | −29−0.4% | Reduced |
| Lazard Asset Management LLC | 7,190 | $616.0K | 0.00% | −738−9.3% | Reduced |
| Brewin Dolphin Ltd | 7,165 | $614.9K | 0.03% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,136 | $612.4K | 0.06% | −261−3.5% | Reduced |
| Comerica Securities,inc. | 7,102 | $609.0K | 0.05% | −128−1.8% | Reduced |
| Columbia Trust Co 01012016 | 7,100 | $609.0K | 0.35% | +2,081+41.5% | Added |
| Mairs & Power Inc | 7,087 | $608.0K | 0.01% | −5,779−44.9% | Reduced |
| AQR Capital Management LLC | 7,085 | $608.0K | 0.00% | +12+0.2% | Added |
| Peoples Financial Services Corp. | 7,060 | $606.0K | 0.25% | −50−0.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,061 | $606.0K | 0.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,066 | $606.0K | 0.06% | +1,465+26.2% | Added |
| Palisade Asset Management, LLC | 7,035 | $604.0K | 0.07% | −30−0.4% | Reduced |
| Welch & Forbes LLC | 7,046 | $604.0K | 0.01% | +353+5.3% | Added |
| Linscomb & Williams, Inc. | 7,023 | $603.0K | 0.03% | −14−0.2% | Reduced |
| Bank Ozk | 7,015 | $602.0K | 0.27% | −723−9.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,968 | $598.0K | 0.00% | −5,933−46.0% | Reduced |
| Agf Investments Inc. | 6,963 | $598.0K | 0.00% | −1,356−16.3% | Reduced |
| Swiss Life Asset Management Ltd | 7,044 | $596.0K | 0.01% | +560+8.6% | Added |
| Navalign, LLC | 6,931 | $595.0K | 0.25% | +430+6.6% | Added |
| Nomura Holdings Inc | 6,914 | $593.0K | 0.00% | −12,132−63.7% | Reduced |
| ARGI Investment Services, LLC | 6,905 | $593.0K | 0.02% | −94−1.3% | Reduced |
| Dearborn Partners LLC | 6,901 | $592.0K | 0.02% | +1,103+19.0% | Added |
| Weatherly Asset Management L. P. | 6,860 | $589.0K | 0.07% | −37−0.5% | Reduced |
| Centaurus Financial, Inc. | 6,715 | $576.0K | 0.05% | +1,476+28.2% | Added |
| J. W. Coons Advisors, LLC | 6,666 | $573.0K | 0.20% | −150−2.2% | Reduced |
| Flputnam Investment Management Co | 6,661 | $572.0K | 0.02% | +103+1.6% | Added |