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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Phillips 66 as of Sep 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
1,239
−70 vs. Q2 2021
Shares held
303.1M
−3.13M (−1.0%) vs. Q2 2021
Total value
$21.2B
−$5.03B (−19.1%) vs. Q2 2021
New holders
87
469 more added
Sold out
157
465 more reduced

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,239 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ3 2021: $21.2B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2021.

Institutions holding PSX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.7$00.00%00.0%Unchanged
St. Johns Investment Management Company, LLC1$00.00%00.0%Unchanged
Webster Bank, N. A.5$00.00%+5New
Carderock Capital Management Inc1$00.00%+1New
First Command Advisory Services, Inc.45$00.00%+45New
Cordant, Inc.4$00.00%+4New
Iron Horse Wealth Management, LLC1$00.00%+1New
WestEnd Advisors, LLC–$2100.00%––
Exane Derivatives10$7000.00%00.0%Unchanged
Bogart Wealth, LLC15$1.00K0.00%−139−90.3%Reduced
Delta Asset Management LLC17$1.00K0.00%−22−56.4%Reduced
Johnson Midwest Financial, LLC19$1.00K0.00%00.0%Unchanged
Solstein Capital, LLC15$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC11$1.00K0.00%00.0%Unchanged
Independence Bank of Kentucky13$1.00K0.00%+13New
Clear Perspectives Financial Planning, LLC17$1.00K0.00%+17New
Sawyer & Company, Inc31$2.00K0.00%−100−76.3%Reduced
Column Capital Advisors, LLC34$2.00K0.00%−28−45.2%Reduced
Horrell Capital Management, Inc.34$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC28$2.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC26$2.00K0.00%00.0%Unchanged
Kowal Investment Group, LLC23$2.00K0.00%+23New
FAI Wealth Management55$3.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$3.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC49$3.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.38$3.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors36$3.00K0.00%00.0%Unchanged
Ironwood Financial, llc63$4.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC61$4.00K0.00%+18+41.9%Added
Heritage Wealth Management, LLC50$4.00K0.00%00.0%Unchanged
Ci Investments Inc.54$4.00K0.00%+54New
Optiver Holding B.V.64$4.00K0.00%+64New
Financial Perspectives, Inc63$4.41K0.00%00.0%Unchanged
Kelly Financial Services LLC69$4.83K0.00%−5,853−98.8%Reduced
CVA Family Office, LLC103$5.00K0.00%−610−85.6%Reduced
HighMark Wealth Management LLC66$5.00K0.00%−43−39.4%Reduced
Albion Financial Group66$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC77$5.00K0.00%+17+28.3%Added
Raffa Wealth Management, LLC76$5.32K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC77$5.39K0.00%00.0%Unchanged
West Branch Capital LLC92$6.00K0.00%00.0%Unchanged
Resolute Partners Group79$6.00K0.00%−17−17.7%Reduced
Dark Forest Capital Management LP90$6.00K0.00%+84+1,400.0%Added
Charter Oak Capital Management, LLC103$7.00K0.00%−138−57.3%Reduced
Assetmark, Inc96$7.00K0.00%−24−20.0%Reduced
IMA Wealth, Inc.100$7.00K0.00%00.0%Unchanged
Perkins Coie Trust Co100$7.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC100$7.00K0.00%00.0%Unchanged
American State Bank (Iowa)105$7.35K0.01%00.0%Unchanged
Truvestments Capital LLC118$8.00K0.00%−12−9.2%Reduced
PSI Advisors, LLC123$9.00K0.00%+123New
PFG Private Wealth Management, LLC125$9.00K0.01%+125New
Lazard Asset Management LLC152$10.0K0.00%−7,038−97.9%Reduced
Edmond de Rothschild Holding S.A.143$10.0K0.00%−625−81.4%Reduced
Northern Oak Wealth Management Inc143$10.0K0.00%−100−41.2%Reduced
Baldwin Brothers Inc138$10.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.142$10.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc142$10.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC143$10.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.156$10.0K0.00%+82+110.8%Added
Bell Investment Advisors, Inc141$10.0K0.00%+141New
Bellevue Asset Management, LLC161$11.0K0.01%00.0%Unchanged
Country Trust Bank150$11.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC150$11.0K0.00%00.0%Unchanged
Burleson & Company, LLC150$11.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.157$11.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC157$11.0K0.01%+2+1.3%Added
Accel Wealth Management157$11.0K0.01%00.0%Unchanged
Benjamin Edwards Inc164$11.0K0.01%+102+164.5%Added
Strategic Asset Management, LLC138$11.0K0.02%+138New
Lagoda Investment Management, L.P.170$12.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC167$12.0K0.00%+7+4.4%Added
Pittenger & Anderson Inc168$12.0K0.00%+100+147.1%Added
Highlander Capital Management, LLC191$13.0K0.01%00.0%Unchanged
Lake Point Wealth Management181$13.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC184$13.0K0.01%00.0%Unchanged
Atwood & Palmer Inc181$13.0K0.00%+18+11.0%Added
Consolidated Planning Corp185$13.0K0.01%+185New
FinTrust Capital Advisors, LLC202$14.0K0.00%−298−59.6%Reduced
Cypress Capital Management LLC (WY)200$14.0K0.01%−300−60.0%Reduced
Hoey Investments, Inc200$14.0K0.00%−200−50.0%Reduced
Sugarloaf Wealth Management, LLC197$14.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC195$14.0K0.00%00.0%Unchanged
Alaethes Wealth LLC194$14.0K0.01%00.0%Unchanged
Stonebridge Financial Planning Group, LLC175$14.0K0.01%00.0%Unchanged
First Financial Corp220$15.0K0.01%−200−47.6%Reduced
First Bank & Trust219$15.0K0.01%00.0%Unchanged
Earnest Partners LLC211$15.0K0.00%00.0%Unchanged
Leelyn Smith, LLC216$15.0K0.00%+1+0.5%Added
TFC Financial Management215$15.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.215$15.0K0.00%+215New
Riverview Trust Co232$16.0K0.02%00.0%Unchanged
TSFG, LLC225$16.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC227$16.0K0.01%+150+194.8%Added
BBVA USA252$18.0K0.00%00.0%Unchanged
Kings Point Capital Management259$18.0K0.00%+3+1.2%Added
Kistler-Tiffany Companies, LLC254$18.0K0.00%00.0%Unchanged
Atlantic Trust, LLC250$18.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.254$18.0K0.01%+254New
McCarthy Asset Management, Inc.272$19.0K0.01%+1+0.4%Added