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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Trust Co | 35,091 | $2.46M | 0.35% | −552−1.5% | Reduced |
| Shorepoint Capital Partners LLC | 35,322 | $2.47M | 1.11% | +35,322 | New |
| Colonial Trust Advisors | 35,637 | $2.50M | 0.31% | +164+0.5% | Added |
| Varma Mutual Pension Insurance Co | 35,648 | $2.50M | 0.04% | +8,104+29.4% | Added |
| Leavell Investment Management, Inc. | 35,932 | $2.52M | 0.19% | −3,153−8.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,228 | $2.54M | 0.00% | +4,438+14.0% | Added |
| Securian Asset Management, Inc | 36,439 | $2.55M | 0.05% | −419−1.1% | Reduced |
| Capitolis Advisors LLC | 31,552 | $2.55M | 0.02% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 36,500 | $2.56M | 0.03% | +36,500 | New |
| Farmers & Merchants Investments Inc | 36,574 | $2.56M | 0.11% | −799−2.1% | Reduced |
| Brookstone Capital Management | 31,282 | $2.56M | 0.05% | +5,915+23.3% | Added |
| Oregon Public Employees Retirement Fund | 36,660 | $2.57M | 0.03% | +348+1.0% | Added |
| McDonald Partners LLC | 36,669 | $2.57M | 0.60% | +993+2.8% | Added |
| ING Groep NV | 36,771 | $2.58M | 0.03% | +809+2.2% | Added |
| Westpac Banking Corp | 37,001 | $2.59M | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 37,249 | $2.61M | 0.08% | +772+2.1% | Added |
| Norinchukin Bank, The | 37,409 | $2.62M | 0.04% | +1,179+3.3% | Added |
| Becker Capital Management Inc | 37,436 | $2.62M | 0.11% | −833−2.2% | Reduced |
| Umb Bank N A | 37,442 | $2.62M | 0.06% | −771−2.0% | Reduced |
| Alta Capital Management LLC | 37,507 | $2.63M | 0.15% | −33,676−47.3% | Reduced |
| Pinnacle Associates Ltd | 37,965 | $2.66M | 0.05% | −93−0.2% | Reduced |
| People's United Financial, Inc. | 38,213 | $2.68M | 0.06% | −12,518−24.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 38,636 | $2.71M | 0.03% | +38,636 | New |
| Fiera Capital Corp | 39,023 | $2.73M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 39,103 | $2.74M | 0.01% | −71,470−64.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,226 | $2.75M | 0.06% | +2,204+6.0% | Added |
| Marco Investment Management LLC | 39,584 | $2.77M | 0.31% | +4,167+11.8% | Added |
| HM Payson & Co | 39,704 | $2.78M | 0.07% | −1,100−2.7% | Reduced |
| CIBC Asset Management Inc | 39,734 | $2.78M | 0.01% | +1,254+3.3% | Added |
| Simplex Trading, LLC | 32,321 | $2.81M | 0.10% | +507+1.6% | Added |
| Stolper Co | 40,712 | $2.85M | 1.36% | +136+0.3% | Added |
| Private Advisor Group, LLC | 41,794 | $2.93M | 0.02% | +14,881+55.3% | Added |
| Wealthfront Advisers LLC | 42,194 | $2.96M | 0.01% | +18,875+80.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 42,810 | $3.00M | 0.99% | −210.0% | Reduced |
| Candriam Luxembourg S.C.A. | 43,103 | $3.02M | 0.02% | +4,190+10.8% | Added |
| Mirador Capital Partners LP | 43,405 | $3.04M | 0.69% | +12,717+41.4% | Added |
| FIL Ltd | 43,530 | $3.05M | 0.00% | +16,512+61.1% | Added |
| Oppenheimer & Co Inc | 43,673 | $3.06M | 0.06% | −233−0.5% | Reduced |
| Fluent Financial, LLC | 44,016 | $3.08M | 1.31% | +2,714+6.6% | Added |
| Advisory Services Network, LLC | 44,766 | $3.13M | 0.10% | −4,531−9.2% | Reduced |
| FDx Advisors, Inc. | 45,157 | $3.16M | 0.10% | +3,640+8.8% | Added |
| Stratos Wealth Advisors, LLC | 45,379 | $3.18M | 0.27% | +8,483+23.0% | Added |
| Brown Advisory Inc | 45,503 | $3.19M | 0.00% | +1,033+2.3% | Added |
| First Trust Advisors LP | 45,565 | $3.19M | 0.00% | −45,504−50.0% | Reduced |
| Beacon Financial Group | 45,804 | $3.20M | 0.44% | +1,166+2.6% | Added |
| Telos Capital Management, Inc. | 45,918 | $3.22M | 0.44% | +3,091+7.2% | Added |
| Rodgers Brothers Inc. | 46,978 | $3.29M | 0.66% | −1,000−2.1% | Reduced |
| Alpha Omega Wealth Management LLC | 47,200 | $3.31M | 0.54% | −5,471−10.4% | Reduced |
| MUFG Americas Holdings Corp | 47,322 | $3.31M | 0.06% | +2,364+5.3% | Added |
| Nissay Asset Management Corp | 47,585 | $3.33M | 0.03% | +2,188+4.8% | Added |
| Hartford Investment Management Co | 47,627 | $3.33M | 0.09% | −5,449−10.3% | Reduced |
| Rothschild Investment Corp | 47,848 | $3.35M | 0.28% | +19,670+69.8% | Added |
| Morgan Dempsey Capital Management LLC | 48,084 | $3.37M | 1.11% | −2,446−4.8% | Reduced |
| Veritable, L.P. | 48,131 | $3.37M | 0.05% | +1,888+4.1% | Added |
| Trexquant Investment LP | 48,143 | $3.37M | 0.27% | +32,536+208.5% | Added |
| Kestra Advisory Services, LLC | 48,539 | $3.40M | 0.03% | −22,472−31.6% | Reduced |
| Royal Fund Management, LLC | 49,145 | $3.44M | 0.55% | −10,396−17.5% | Reduced |
| Chatham Capital Group, Inc. | 49,147 | $3.44M | 0.66% | −1,535−3.0% | Reduced |
| Simmons Bank | 49,203 | $3.45M | 0.25% | −898−1.8% | Reduced |
| Ancora Advisors, LLC | 49,378 | $3.46M | 0.09% | +7,245+17.2% | Added |
| RBF Capital, LLC | 50,000 | $3.50M | 0.20% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 50,000 | $3.50M | 0.33% | 00.0% | Unchanged |
| APG Asset Management N.V. | 57,993 | $3.50M | 0.01% | +18,200+45.7% | Added |
| Illinois Municipal Retirement Fund | 50,048 | $3.50M | 0.13% | +28,329+130.4% | Added |
| Providence Capital Advisors, LLC | 50,872 | $3.56M | 1.11% | +2,574+5.3% | Added |
| Huntington National Bank | 50,921 | $3.56M | 0.04% | +152+0.3% | Added |
| Avantax Advisory Services, Inc. | 51,168 | $3.58M | 0.06% | +887+1.8% | Added |
| Metropolitan Life Insurance Co | 51,512 | $3.61M | 0.05% | −1,737−3.3% | Reduced |
| D L Carlson Investment Group Inc | 51,524 | $3.61M | 0.63% | −23,408−31.2% | Reduced |
| United Capital Financial Advisers, LLC | 51,617 | $3.62M | 0.02% | +110.0% | Added |
| United Services Automobile Association | 53,051 | $3.71M | 0.06% | 00.0% | Unchanged |
| Meyer Handelman Co | 53,080 | $3.72M | 0.15% | +2,200+4.3% | Added |
| Nkcfo LLC | 53,200 | $3.73M | 1.25% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 54,248 | $3.80M | 0.39% | +23,782+78.1% | Added |
| Icon Advisers Inc | 55,000 | $3.85M | 0.65% | 00.0% | Unchanged |
| Commerce Bank | 55,009 | $3.85M | 0.03% | +3,583+7.0% | Added |
| Buckingham Capital Management, Inc. | 56,528 | $3.96M | 0.65% | +1,439+2.6% | Added |
| Schroder Investment Management Group | 56,824 | $3.98M | 0.01% | +13,130+30.0% | Added |
| IFM Investors Pty Ltd | 56,963 | $3.99M | 0.08% | +362+0.6% | Added |
| Cary Street Partners Asset Management LLC | 57,113 | $4.00M | 1.41% | +1,851+3.3% | Added |
| Mutual of America Capital Management LLC | 57,466 | $4.02M | 0.04% | +336+0.6% | Added |
| Alley Co LLC | 57,455 | $4.02M | 0.72% | +1,713+3.1% | Added |
| Country Club Trust Company, n.a. | 58,987 | $4.13M | 0.35% | −74−0.1% | Reduced |
| Fifth Third Bancorp | 58,997 | $4.13M | 0.02% | −1,300−2.2% | Reduced |
| Viking Fund Management LLC | 60,000 | $4.20M | 1.22% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 60,000 | $4.20M | 0.06% | +60,000 | New |
| Motco | 60,479 | $4.24M | 0.28% | −23,660−28.1% | Reduced |
| Tweedy, Browne Co LLC | 60,899 | $4.26M | 0.14% | −709−1.2% | Reduced |
| Wintrust Investments LLC | 61,172 | $4.28M | 0.58% | +12,882+26.7% | Added |
| Captrust Financial Advisors | 61,773 | $4.33M | 0.04% | +36,587+145.3% | Added |
| FourThought Financial, LLC | 62,123 | $4.35M | 0.58% | +8,905+16.7% | Added |
| Montgomery Investment Management Inc | 62,502 | $4.38M | 1.63% | +600+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 62,631 | $4.39M | 0.01% | −3,031−4.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 63,055 | $4.42M | 1.01% | +8,030+14.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,833 | $4.47M | 0.05% | −21,692−25.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 63,980 | $4.48M | 0.87% | −14,037−18.0% | Reduced |
| Disciplined Investments, LLC | 64,857 | $4.54M | 2.22% | +34,812+115.9% | Added |
| Aigen Investment Management, LP | 65,120 | $4.56M | 0.87% | +65,120 | New |
| D.A. Davidson & Co. | 65,401 | $4.58M | 0.05% | −1,751−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 65,614 | $4.59M | 0.08% | +2,297+3.6% | Added |