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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 275 | $19.0K | 0.01% | +275 | New |
| CNB Bank | 303 | $21.0K | 0.01% | −350−53.6% | Reduced |
| Barnett & Company, Inc. | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $21.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 294 | $21.0K | 0.00% | +44+17.6% | Added |
| Private Ocean, LLC | 315 | $22.0K | 0.00% | −125−28.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 330 | $23.0K | 0.01% | +120+57.1% | Added |
| Ellis Investment Partners, LLC | 377 | $26.0K | 0.01% | +55+17.1% | Added |
| Klaas Financial Asset Advisors, LLC | 383 | $27.0K | 0.01% | +5+1.3% | Added |
| Firestone Capital Management | 318 | $27.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 395 | $28.0K | 0.01% | +4+1.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $28.0K | 0.03% | +400 | New |
| Key Financial Inc | 419 | $29.0K | 0.02% | −146−25.8% | Reduced |
| AGF Investments LLC | 414 | $29.0K | 0.00% | −15−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 415 | $29.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 410 | $29.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 417 | $29.0K | 0.01% | +417 | New |
| Parkside Financial Bank & Trust | 429 | $30.0K | 0.01% | −469−52.2% | Reduced |
| Creative Financial Designs Inc | 434 | $30.0K | 0.00% | −246−36.2% | Reduced |
| Oakworth Capital, Inc. | 426 | $30.0K | 0.00% | −45−9.6% | Reduced |
| DB Wealth Management Group, LLC | 435 | $30.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 426 | $30.0K | 0.00% | +12+2.9% | Added |
| Rocky Mountain Advisers, LLC | 424 | $30.0K | 0.04% | +150+54.7% | Added |
| Old North State Trust, LLC | 436 | $31.0K | 0.03% | −65−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 445 | $31.0K | 0.00% | +200+81.6% | Added |
| Tradewinds Capital Management, LLC | 451 | $32.0K | 0.01% | −313−41.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 460 | $32.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 458 | $32.0K | 0.00% | +132+40.5% | Added |
| Achmea Investment Management B.V. | 465 | $32.0K | 0.00% | +465 | New |
| Pin Oak Investment Advisors Inc | 469 | $33.0K | 0.04% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 470 | $33.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 479 | $33.5K | 0.01% | +479 | New |
| D'Orazio & Associates, Inc. | 488 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $35.0K | 0.02% | +500 | New |
| Baystate Wealth Management LLC | 518 | $36.0K | 0.00% | +6+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 516 | $36.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 535 | $37.0K | 0.01% | +4+0.8% | Added |
| Private Capital Group, LLC | 544 | $38.0K | 0.01% | −295−35.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 549 | $38.0K | 0.01% | −142−20.5% | Reduced |
| Lenox Wealth Advisors, LLC | 543 | $38.0K | 0.00% | +3+0.6% | Added |
| Concord Wealth Partners | 561 | $39.0K | 0.02% | −349−38.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 579 | $41.0K | 0.01% | −16−2.7% | Reduced |
| Loomis Sayles & Co L P | 588 | $41.0K | 0.00% | +2+0.3% | Added |
| Endurance Wealth Management, Inc. | 590 | $41.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 580 | $41.0K | 0.01% | +4+0.7% | Added |
| Syverson Strege & Co | 604 | $42.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 594 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 600 | $42.0K | 0.01% | +12+2.0% | Added |
| First Command Financial Services, Inc. | 600 | $42.0K | 0.01% | +12+2.0% | Added |
| Investment Research & Advisory Group, Inc. | 611 | $43.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 616 | $43.0K | 0.02% | +81+15.1% | Added |
| Better Money Decisions, LLC | 623 | $44.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 676 | $46.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 664 | $47.0K | 0.02% | +258+63.5% | Added |
| Toth Financial Advisory Corp | 682 | $48.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 708 | $49.0K | 0.00% | −1−0.1% | Reduced |
| Addison Advisors LLC | 702 | $49.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 720 | $50.0K | 0.03% | −599−45.4% | Reduced |
| Cypress Point Wealth Management, LLC | 722 | $51.0K | 0.04% | −495−40.7% | Reduced |
| Vigilant Capital Management, LLC | 742 | $52.0K | 0.00% | +42+6.0% | Added |
| Stonebridge Capital Advisors LLC | 784 | $55.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 805 | $56.0K | 0.00% | −197−19.7% | Reduced |
| Versant Capital Management, Inc | 795 | $56.0K | 0.02% | +17+2.2% | Added |
| Wealth Quarterback LLC | 798 | $56.0K | 0.04% | +107+15.5% | Added |
| Herold Advisors, Inc. | 800 | $56.0K | 0.02% | +800 | New |
| Heritage Wealth Advisors | 817 | $57.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 846 | $59.0K | 0.01% | −109−11.4% | Reduced |
| Green Harvest Asset Management LLC | 923 | $63.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 904 | $63.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 913 | $63.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 920 | $64.0K | 0.02% | +1+0.1% | Added |
| Trust Co | 944 | $66.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 950 | $67.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 985 | $69.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 989 | $69.0K | 0.01% | +25+2.6% | Added |
| BDO Wealth Advisors, LLC | 999 | $70.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 1,026 | $71.0K | 0.02% | +5+0.5% | Added |
| Global Financial Private Client, LLC | 987 | $71.6K | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $72.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,022 | $72.0K | 0.01% | +75+7.9% | Added |
| Piscataqua Savings Bank | 1,040 | $73.0K | 0.06% | −94−8.3% | Reduced |
| Sterling Financial Planning, Inc. | 1,093 | $77.0K | 0.05% | +337+44.6% | Added |
| RWM Asset Management, LLC | 1,130 | $79.0K | 0.02% | +1,130 | New |
| Financial Management Professionals, Inc. | 1,139 | $80.0K | 0.02% | −120−9.5% | Reduced |
| Arrow Financial Corp | 1,162 | $81.0K | 0.01% | −5,351−82.2% | Reduced |
| Enterprise Trust & Investment Co | 1,200 | $84.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,202 | $84.0K | 0.03% | +14+1.2% | Added |
| Hantz Financial Services, Inc. | 1,228 | $86.0K | 0.00% | −39,522−97.0% | Reduced |
| Bellwether Advisors, LLC | 1,248 | $87.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,238 | $87.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,259 | $88.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,275 | $89.0K | 0.02% | −40−3.0% | Reduced |
| JNBA Financial Advisors | 1,287 | $90.0K | 0.01% | −1,287−50.0% | Reduced |
| TD Capital Management LLC | 1,290 | $90.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,286 | $90.0K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,310 | $92.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,328 | $93.0K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $95.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,381 | $97.0K | 0.01% | −5−0.4% | Reduced |