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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).

Q3 2021 vs. Q2 2021

How the institutions holding Phillips 66 changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of PSX: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,327181,239−70
Shares306.7M476.1K303.1M−3.13M (−1.0%)
Value$26.3B$40.9M$21.2B−$5.03B (−19.1%)

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Phillips 66 at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to PSX in Q3 2021
InstitutionSharesValue% of portfolio
Renaissance Technologies LLC679,600$47.6M0.06%
Pictet Asset Management SA327,157$22.9M0.03%
Qube Research & Technologies Ltd267,336$18.7M0.23%
Schonfeld Strategic Advisors LLC239,124$16.7M0.19%
Bokf, NA225,972$15.8M0.27%
Tudor Investment Corp Et Al178,775$12.5M0.26%
Arrowstreet Capital, Limited Partnership81,300$5.69M0.01%
Quantbot Technologies LP73,002$5.11M0.37%
Aigen Investment Management, LP65,120$4.56M0.87%
MUFG Securities EMEA plc60,000$4.20M0.06%
Parallax Volatility Advisers, L.P.38,636$2.71M0.03%
Ilmarinen Mutual Pension Insurance Co36,500$2.56M0.03%
Shorepoint Capital Partners LLC35,322$2.47M1.11%
Twin Tree Management, LP33,166$2.32M0.07%
Capstone Investment Advisors, LLC31,885$2.23M0.04%
Occudo Quantitative Strategies LP31,877$2.23M0.27%
Two Sigma Advisers, LP26,799$1.88M0.00%
Marshall Wace North America L.P.26,460$1.85M0.01%
Algert Global LLC24,872$1.74M0.23%
Maverick Capital LtdSuperinvestorMaverick Capital21,765$1.52M0.02%
Quantitative Investment Management, LLC21,663$1.52M0.14%
SG3 Management, LLC21,000$1.47M0.52%
U.S. Capital Wealth Advisors, LLC18,831$1.32M0.06%
Polar Asset Management Partners Inc.18,685$1.31M0.02%
XML Financial, LLC17,442$1.22M0.16%
Laird Norton Trust Company, LLC17,036$1.19M0.12%
Dynamic Technology Lab Private Ltd16,927$1.19M0.14%
San Luis Wealth Advisors LLC15,339$1.07M0.60%
Caxton Associates LP14,000$980.0K0.14%
Man Group plc12,434$871.0K0.00%
HAP Trading, LLC11,849$830.0K0.06%
Centiva Capital, LP9,974$698.0K0.06%
Engineers Gate Manager LP9,750$683.0K0.04%
NuWave Investment Management, LLC9,708$680.0K0.78%
Alpine Woods Capital Investors, LLC9,500$665.0K0.07%
Ferris Capital, LLC8,125$633.0K0.14%
DCM Advisors, LLC8,972$628.0K0.24%
Two Sigma Securities, LLC8,308$582.0K0.12%
Verition Fund Management LLC7,880$552.0K0.01%
Ahrens Investment Partners LLC7,398$518.0K0.25%
Ergoteles LLC6,726$471.0K0.02%
Demars Financial Group, LLC6,504$455.0K0.27%
Pensionfund DSM Netherlands6,300$441.0K0.06%
Arlington Capital Management, Inc.5,861$410.0K0.77%
Seven Eight Capital, LP5,727$401.0K0.04%
Petrus Trust Company, LTA5,441$381.0K0.04%
Apollon Wealth Management, LLC5,112$358.0K0.05%
Waratah Capital Advisors Ltd.4,624$324.0K0.02%
Siemens Fonds Invest GmbH4,626$324.0K0.02%
Tennessee Valley Asset Management Partners4,611$323.0K0.12%
Assenagon Asset Management S.A.4,229$296.0K0.00%
Vident Investment Advisory, LLC3,838$268.0K0.01%
Navellier & Associates Inc3,800$266.0K0.04%
Bluefin Capital Management, LLC3,800$266.0K0.03%
Group One Trading, L.P.3,780$265.0K0.01%
Gotham Asset Management, LLC3,762$263.0K0.01%
Machina Capital S.A.S.3,236$227.0K0.49%
Mirabella Financial Services LLP3,194$224.0K0.03%
1832 Asset Management L.P.3,105$219.0K0.00%
Integrated Wealth Concepts LLC2,981$209.0K0.01%
Neo Ivy Capital Management2,606$187.0K0.21%
Cahill Financial Advisors Inc1,383$97.0K0.02%
RWM Asset Management, LLC1,130$79.0K0.02%
Herold Advisors, Inc.800$56.0K0.02%
Tower View Investment Management & Research LLC500$35.0K0.02%
Archer Investment Corp479$33.5K0.01%
Achmea Investment Management B.V.465$32.0K0.00%
Meridian Wealth Partners, LLC417$29.0K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA400$28.0K0.03%
Mascoma Wealth Management LLC275$19.0K0.01%
Total Clarity Wealth Management, Inc.254$18.0K0.01%
SRS Capital Advisors, Inc.215$15.0K0.00%
Consolidated Planning Corp185$13.0K0.01%
Strategic Asset Management, LLC138$11.0K0.02%
Bell Investment Advisors, Inc141$10.0K0.00%
PSI Advisors, LLC123$9.00K0.00%
PFG Private Wealth Management, LLC125$9.00K0.01%
Ci Investments Inc.54$4.00K0.00%
Optiver Holding B.V.64$4.00K0.00%
Kowal Investment Group, LLC23$2.00K0.00%
Independence Bank of Kentucky13$1.00K0.00%
Clear Perspectives Financial Planning, LLC17$1.00K0.00%
Webster Bank, N. A.5$00.00%
Carderock Capital Management Inc1$00.00%
First Command Advisory Services, Inc.45$00.00%
Cordant, Inc.4$00.00%
Iron Horse Wealth Management, LLC1$00.00%

Sold out (157)

Institutions that held Phillips 66 at the end of Q2 2021 and filed for Q3 2021 without it.

Showing the largest 100 of 157 by value.

Institutions that sold out of PSX in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Healthcare of Ontario Pension Plan Trust Fund202,000$17.3M
Churchill Management Corp146,657$12.6M
Grantham, Mayo, Van Otterloo & Co. LLC121,351$10.4M
Polaris Wealth Advisory Group, LLC110,888$9.66M
Encompass Capital Advisors LLC107,500$9.23M
Hudson Bay Capital Management LP97,740$8.39M
Tortoise Capital Advisors, L.L.C.73,010$6.27M
Sitrin Capital Management LLC63,047$5.41M
Cushing Asset Management, LP38,273$3.29M
Cornerstone Wealth Group, LLC41,042$2.90M
Hengehold Capital Management LLC31,939$2.74M
Walleye Capital LLC29,427$2.52M
Bourgeon Capital Management LLC29,150$2.50M
Claybrook Capital, LLC28,863$2.48M
Deane Retirement Strategies, Inc.24,343$2.09M
Itau Unibanco Holding S.A.20,300$1.74M
Wolverine Trading, LLC18,946$1.61M
IHT Wealth Management, LLC17,375$1.49M
Sciencast Management LP17,434$1.44M
BNC Wealth Management, LLC15,749$1.35M
Castleark Management LLC15,400$1.32M
Jefferies Group LLC13,115$1.13M
Los Angeles Capital Management LLC11,113$954.0K
BP PLC10,703$918.0K
Covenant Partners, LLC10,312$885.0K
Paloma Partners Management Co10,153$871.0K
Bridgefront Capital, LLC9,953$854.0K
Alethea Capital Management, LLC9,189$789.0K
Capital Asset Advisory Services LLC6,572$564.0K
PRW Wealth Management LLC6,315$542.0K
Acadian Asset Management LLC6,025$517.0K
Virtue Capital Management, LLC5,997$515.0K
Bremer Bank National Association5,914$508.0K
Ashton Thomas Private Wealth, LLC5,846$501.7K
Charles Schwab Trust Co5,378$462.0K
Arete Wealth Advisors, LLC5,540$449.0K
Dorchester Wealth Management Co5,235$449.0K
Gilbert & Cook, Inc.5,143$441.0K
Advisor Resource Council5,052$434.0K
VisionPoint Advisory Group, LLC5,028$432.0K
Roundview Capital LLC4,778$410.0K
LMR Partners LLP4,559$391.0K
Folger Nolan Fleming Douglas Capital Management, Inc4,542$390.0K
Camelot Portfolios, LLC4,412$379.0K
Jump Financial, LLC4,173$359.0K
XTX Topco Ltd3,956$340.0K
Sequoia Financial Advisors, LLC3,899$335.0K
Gries Financial LLC4,573$328.0K
Diversified Trust Co3,736$321.0K
Teza Capital Management LLC3,709$318.0K
Lombard Odier Asset Management (Switzerland) SA3,699$317.0K
Woodward Diversified Capital, LLC3,575$307.0K
Sentinel Trust Co Lba3,559$305.0K
Capital Investment Advisory Services, LLC3,353$288.0K
Avestar Capital, LLC3,296$283.0K
Prime Capital Investment Advisors, LLC3,220$276.0K
Robertson Stephens Wealth Management, LLC3,160$271.0K
Staley Capital Advisers Inc3,060$263.0K
SCP Investment, LP3,000$257.0K
Dakota Wealth Management2,984$256.0K
NewEdge Wealth, LLC2,945$253.0K
Cobblestone Capital Advisors LLC2,939$252.0K
Brighton Jones LLC2,919$250.0K
PFG Advisors2,898$249.0K
Measured Wealth Private Client Group, LLC2,896$249.0K
Townsend Asset Management Corp2,894$248.0K
LCNB Corp2,890$248.0K
Financial Advocates Investment Management2,880$247.0K
JT Stratford LLC2,860$245.0K
Golden State Equity Partners2,844$244.0K
Cadinha & Co LLC2,815$242.0K
Essex Financial Services, Inc.2,947$240.0K
Aries Wealth Management2,795$240.0K
Rossmore Private Capital2,801$240.0K
Pensionmark Financial Group, LLC2,781$239.0K
Obermeyer Wood Investment Counsel, LLLP2,760$237.0K
Livingston Group Asset Management CO (operating as Southport Capital Management)2,745$236.0K
LBMC Investment Advisors, LLC2,749$236.0K
Minot Wealth Management LLC2,879$235.0K
Capital One Financial Corp2,726$234.0K
Douglass Winthrop Advisors, LLC2,725$234.0K
Plancorp, LLC2,712$233.0K
Tributary Capital Management, LLC2,700$232.0K
Ipswich Investment Management Co., Inc.2,700$232.0K
Meridian Wealth Advisors, LLC2,686$231.0K
Leisure Capital Management2,668$229.0K
Bank of Stockton2,655$228.0K
Ameritas Investment Company, LLC2,538$227.0K
Moloney Securities Asset Management, LLC2,595$223.0K
Washington Trust Bank2,590$222.0K
Bradley Foster & Sargent Inc2,571$221.0K
CFO4Life Group, LLC2,579$221.0K
Crawford Investment Counsel Inc2,556$219.0K
Norman Fields, Gottscho Capital Management, LLC2,555$219.0K
BKD Wealth Advisors, LLC2,548$219.0K
Samalin Investment Counsel, LLC2,554$219.0K
Plimoth Trust Co LLC2,526$217.0K
Asahi Life Asset Management Co., Ltd.2,500$215.0K
GSB Wealth Management, LLC2,500$215.0K
Next Capital Management LLC2,500$215.0K

Not filed for Q3 2021 yet (18)

Institutions that held Phillips 66 at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd207,817$17.8M
Hikari Tsushin, Inc.81,844$7.02M
QS Investors, LLC55,846$4.79M
Nachman Norwood & Parrott, Inc37,120$3.19M
MACRO Consulting Group26,500$2.27M
Usca Ria LLC19,539$1.68M
Cipher Capital LP16,747$1.44M
CWM, LLC11,614$997.0K
Pinnacle Wealth Advisors5,083$436.0K
PNC Managed Account Solutions, Inc.4,875$418.0K
Western Wealth Management, LLC3,882$332.0K
CWS Financial Advisors, LLC2,566$220.0K
San Francisco Sentry Investment Group (Ca)1,419$121.0K
Elmwood Wealth Management, Inc.750$64.0K
First Horizon Corp239$20.0K
Castleview Partners, LLC117$10.0K
Horan Securities, Inc.68$6.00K
HWG Holdings LP32$3.00K