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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 5,164 | $443.0K | 0.02% | +885+20.7% | Added |
| Wealthspire Advisors, LLC | 5,153 | $442.0K | 0.01% | −4,818−48.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,139 | $441.0K | 0.06% | +32+0.6% | Added |
| Gilbert & Cook, Inc. | 5,143 | $441.0K | 0.08% | +134+2.7% | Added |
| Empirical Finance, LLC | 5,136 | $441.0K | 0.07% | +745+17.0% | Added |
| Csenge Advisory Group | 5,030 | $438.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,083 | $436.0K | 0.02% | +1,155+29.4% | Added |
| Pinnacle Wealth Advisors | 5,083 | $436.0K | 0.02% | +5,083 | New |
| Wilkins Investment Counsel Inc | 5,070 | $435.0K | 0.11% | −1,100−17.8% | Reduced |
| Advisor Resource Council | 5,052 | $434.0K | 0.05% | +5,052 | New |
| VisionPoint Advisory Group, LLC | 5,028 | $432.0K | 0.19% | −52−1.0% | Reduced |
| First Midwest Bank Trust Division | 5,023 | $431.0K | 0.06% | −656−11.6% | Reduced |
| Capstone Triton Financial Group, LLC | 5,021 | $431.0K | 0.27% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 5,000 | $429.0K | 0.11% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,973 | $427.0K | 0.02% | −18,134−78.5% | Reduced |
| MCF Advisors LLC | 4,932 | $423.0K | 0.04% | −154−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,923 | $423.0K | 0.03% | −17−0.3% | Reduced |
| Sage Rhino Capital LLC | 4,930 | $423.0K | 0.12% | +416+9.2% | Added |
| Ambassador Advisors, LLC | 4,916 | $422.0K | 0.08% | −10.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,901 | $421.0K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 4,875 | $418.0K | 0.08% | +4,875 | New |
| Means Investment Co., Inc. | 4,826 | $414.0K | 0.08% | +473+10.9% | Added |
| Gofen & Glossberg LLC | 4,799 | $412.0K | 0.01% | +8+0.2% | Added |
| Roundview Capital LLC | 4,778 | $410.0K | 0.05% | +394+9.0% | Added |
| Austin Private Wealth, LLC | 4,765 | $409.0K | 0.09% | +32+0.7% | Added |
| Atlas Private Wealth Management | 4,750 | $408.0K | 0.25% | +837+21.4% | Added |
| Easterly Investment Partners LLC | 4,742 | $407.0K | 0.05% | 00.0% | Unchanged |
| HYA Advisors, Inc | 4,738 | $407.0K | 0.17% | +31+0.7% | Added |
| Clear Street Markets LLC | 4,672 | $401.0K | 0.09% | −128−2.7% | Reduced |
| Mid Atlantic Financial Management Inc | 4,656 | $400.0K | 0.03% | +318+7.3% | Added |
| Washington Trust Co | 4,645 | $399.0K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,633 | $398.0K | 0.13% | −41−0.9% | Reduced |
| S.A. Mason LLC | 4,634 | $398.0K | 0.27% | −5−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 4,621 | $397.0K | 0.21% | −160−3.3% | Reduced |
| Change Path, LLC | 4,618 | $396.0K | 0.02% | +46+1.0% | Added |
| WP Advisors, LLC | 4,608 | $395.0K | 0.16% | +47+1.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,597 | $395.0K | 0.15% | +300+7.0% | Added |
| Jackson Hole Capital Partners, LLC | 4,588 | $394.0K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,585 | $393.0K | 0.11% | −37−0.8% | Reduced |
| Segment Wealth Management, LLC | 4,584 | $393.0K | 0.05% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 4,535 | $393.0K | 0.35% | −40−0.9% | Reduced |
| Mutual Advisors, LLC | 4,572 | $392.0K | 0.02% | −444−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 4,572 | $392.0K | 0.03% | +1,765+62.9% | Added |
| LMR Partners LLP | 4,559 | $391.0K | 0.01% | +4,559 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,542 | $390.0K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 4,523 | $388.0K | 0.03% | −79−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,525 | $388.0K | 0.02% | +356+8.5% | Added |
| Fisher Asset Management, LLC | 4,484 | $385.0K | 0.00% | −551−10.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,490 | $385.0K | 0.12% | −24,362−84.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,464 | $383.0K | 0.05% | −521−10.5% | Reduced |
| Buckley Wealth Management, LLC | 4,463 | $383.0K | 0.13% | −112−2.4% | Reduced |
| Sentry Investment Management LLC | 4,461 | $383.0K | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,434 | $381.0K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 4,412 | $379.0K | 0.15% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 4,392 | $377.0K | 0.16% | −862−16.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,381 | $376.0K | 0.17% | −20−0.5% | Reduced |
| KCM Investment Advisors LLC | 4,355 | $374.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,315 | $370.0K | 0.03% | +551+14.6% | Added |
| Successful Portfolios LLC | 4,293 | $368.0K | 0.22% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,267 | $366.0K | 0.03% | +4,267 | New |
| Avantax Planning Partners, Inc. | 4,254 | $365.0K | 0.02% | −1,981−31.8% | Reduced |
| PDS Planning, Inc | 4,250 | $365.0K | 0.09% | +34+0.8% | Added |
| Acropolis Investment Management, LLC | 4,244 | $364.0K | 0.04% | −555−11.6% | Reduced |
| Blue Edge Capital, LLC | 4,234 | $363.4K | 0.08% | +3+0.1% | Added |
| Quilter Plc | 4,227 | $363.0K | 0.01% | −360−7.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,196 | $360.0K | 0.04% | +214+5.4% | Added |
| Jump Financial, LLC | 4,173 | $359.0K | 0.03% | +931+28.7% | Added |
| LVM Capital Management Ltd | 4,125 | $354.0K | 0.05% | −100−2.4% | Reduced |
| Leonteq Securities AG | 4,120 | $353.6K | 0.03% | −3,064−42.7% | Reduced |
| Hanson & Doremus Investment Management | 6,807 | $353.0K | 0.11% | +541+8.6% | Added |
| Park National Corp | 4,105 | $352.0K | 0.01% | −305−6.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,108 | $352.0K | 0.04% | +40+1.0% | Added |
| Excalibur Management Corp | 4,092 | $351.0K | 0.16% | −106−2.5% | Reduced |
| Scotia Capital Inc. | 4,090 | $351.0K | 0.00% | −15−0.4% | Reduced |
| International Assets Investment Management, LLC | 7,021 | $348.0K | 0.06% | −7,468−51.5% | Reduced |
| Kovack Advisors, Inc. | 4,054 | $348.0K | 0.04% | +172+4.4% | Added |
| Transcend Wealth Collective, LLC | 4,032 | $348.0K | 0.05% | +1,377+51.9% | Added |
| Whittier Trust Co | 4,020 | $345.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,021 | $345.0K | 0.00% | +226+6.0% | Added |
| John G Ullman & Associates Inc | 4,010 | $344.0K | 0.04% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,992 | $343.0K | 0.07% | +339+9.3% | Added |
| Personal Capital Advisors Corp | 3,986 | $342.0K | 0.00% | −1,569−28.2% | Reduced |
| GHP Investment Advisors, Inc. | 3,986 | $342.0K | 0.03% | −237−5.6% | Reduced |
| XTX Topco Ltd | 3,956 | $340.0K | 0.11% | −1,706−30.1% | Reduced |
| Cresset Asset Management, LLC | 3,960 | $340.0K | 0.00% | +752+23.4% | Added |
| Busey Wealth Management | 3,943 | $338.0K | 0.02% | +1,253+46.6% | Added |
| Coldstream Capital Management Inc | 3,922 | $337.0K | 0.01% | +600+18.1% | Added |
| Versor Investments LP | 3,926 | $337.0K | 0.01% | +3,926 | New |
| Wedgewood Investors Inc | 3,899 | $335.0K | 0.42% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,899 | $335.0K | 0.01% | +345+9.7% | Added |
| Crescent Capital Consulting, LLC | 3,882 | $332.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,863 | $332.0K | 0.03% | +12+0.3% | Added |
| Western Wealth Management, LLC | 3,882 | $332.0K | 0.03% | +3,882 | New |
| Signaturefd, LLC | 3,829 | $329.0K | 0.01% | +962+33.6% | Added |
| Meristem Family Wealth, LLC | 3,830 | $329.0K | 0.05% | +3,830 | New |
| Gries Financial LLC | 4,573 | $328.0K | 0.11% | +125+2.8% | Added |
| Probity Advisors, Inc. | 3,825 | $328.0K | 0.07% | +417+12.2% | Added |
| Zions Bancorporation, N.A. | 3,816 | $328.0K | 0.03% | +708+22.8% | Added |
| Vectors Research Management, LLC | 3,781 | $324.0K | 0.08% | 00.0% | Unchanged |
| HNP Capital LLC | 3,781 | $324.0K | 0.09% | 00.0% | Unchanged |