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 |
|---|---|---|---|---|---|
| Cahill Financial Advisors Inc | 1,383 | $97.0K | 0.02% | +1,383 | New |
| Global Trust Asset Management, LLC | 1,449 | $101.0K | 0.05% | −1,550−51.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,447 | $101.0K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,443 | $101.0K | 0.02% | +160+12.5% | Added |
| Edge Wealth Management LLC | 1,500 | $105.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,472 | $105.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,504 | $105.0K | 0.04% | 00.0% | Unchanged |
| Seeyond | 1,515 | $106.0K | 0.01% | −4,602−75.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,536 | $108.0K | 0.02% | −24−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,536 | $108.0K | 0.00% | +1,435+1,420.8% | Added |
| HHM Wealth Advisors, LLC | 1,605 | $112.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $117.0K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,715 | $120.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,760 | $123.0K | 0.03% | −447−20.3% | Reduced |
| Central Bank & Trust Co | 1,776 | $124.0K | 0.02% | −10,594−85.6% | Reduced |
| Johnson Financial Group, Inc. | 1,820 | $127.0K | 0.01% | −250−12.1% | Reduced |
| Berman Capital Advisors, LLC | 1,855 | $129.0K | 0.02% | +549+42.0% | Added |
| Clearview Wealth Advisors LLC | 1,894 | $133.0K | 0.08% | +1+0.1% | Added |
| Laurel Wealth Advisors LLC | 1,921 | $135.0K | 0.03% | −52−2.6% | Reduced |
| Brown Brothers Harriman & Co | 1,959 | $137.0K | 0.00% | −2,062−51.3% | Reduced |
| Sutton Wealth Advisors Inc. | 1,964 | $137.5K | 0.05% | −10−0.5% | Reduced |
| Gradient Investments LLC | 1,965 | $138.0K | 0.00% | +6+0.3% | Added |
| Jones Financial Companies LLLP | 1,986 | $139.0K | 0.00% | −274−12.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,996 | $140.0K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,045 | $143.0K | 0.02% | +10.0% | Added |
| Security National Trust Co | 1,693 | $146.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,178 | $153.0K | 0.03% | −375−14.7% | Reduced |
| First PREMIER Bank | 2,196 | $154.0K | 0.04% | +740+50.8% | Added |
| Tarbox Family Office, Inc. | 2,321 | $163.0K | 0.03% | −4−0.2% | Reduced |
| Anchor Investment Management, LLC | 2,328 | $163.0K | 0.02% | −19−0.8% | Reduced |
| Montag A & Associates Inc | 2,343 | $164.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,336 | $164.0K | 0.01% | +529+29.3% | Added |
| Close Asset Management Ltd | 2,356 | $165.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,360 | $165.0K | 0.05% | +411+21.1% | Added |
| Bray Capital Advisors | 2,390 | $167.0K | 0.04% | +22+0.9% | Added |
| Quadrant Capital Group LLC | 2,427 | $170.0K | 0.02% | −287−10.6% | Reduced |
| Acima Private Wealth, LLC | 2,500 | $175.0K | 0.08% | −100−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,540 | $178.0K | 0.03% | +77+3.1% | Added |
| First Horizon Advisors, Inc. | 2,562 | $179.0K | 0.01% | −432−14.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,584 | $181.0K | 0.00% | −363−12.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,623 | $184.0K | 0.00% | −4,345−62.4% | Reduced |
| Monetary Management Group Inc | 2,677 | $187.0K | 0.05% | −250−8.5% | Reduced |
| Lindbrook Capital, LLC | 2,670 | $187.0K | 0.05% | +3+0.1% | Added |
| Neo Ivy Capital Management | 2,606 | $187.0K | 0.21% | +2,606 | New |
| Mercer Capital Advisers, Inc. | 2,691 | $188.0K | 0.10% | −250−8.5% | Reduced |
| Gables Capital Management Inc. | 2,752 | $193.0K | 0.13% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,860 | $200.0K | 0.08% | +25+0.9% | Added |
| Perpetual Investment Management Ltd | 2,869 | $201.0K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,870 | $201.0K | 0.03% | −2−0.1% | Reduced |
| Port Capital LLC | 2,871 | $201.0K | 0.01% | +151+5.6% | Added |
| Chilton Capital Management LLC | 2,881 | $202.0K | 0.01% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,941 | $205.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,945 | $206.0K | 0.02% | +436+17.4% | Added |
| M&R Capital Management Inc | 2,963 | $207.0K | 0.05% | −100−3.3% | Reduced |
| Park National Corp | 2,957 | $208.0K | 0.01% | −1,148−28.0% | Reduced |
| Integrated Wealth Concepts LLC | 2,981 | $209.0K | 0.01% | +2,981 | New |
| Brown Advisory Securities, LLC | 2,982 | $210.0K | 0.06% | −5,870−66.3% | Reduced |
| Kore Private Wealth LLC | 2,995 | $210.0K | 0.02% | −237−7.3% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $210.0K | 0.16% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,992 | $210.0K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,001 | $210.2K | 0.06% | −2,401−44.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,016 | $211.0K | 0.01% | −305−9.2% | Reduced |
| Horizon Investments, LLC | 3,010 | $211.0K | 0.01% | +202+7.2% | Added |
| Old Point Trust & Financial Services N A | 3,023 | $212.0K | 0.09% | −100−3.2% | Reduced |
| Fox Run Management, L.L.C. | 3,030 | $212.0K | 0.13% | +317+11.7% | Added |
| Pflug Koory, LLC | 3,043 | $213.0K | 0.12% | −310−9.2% | Reduced |
| Liberty Wealth Management LLC | 3,008 | $214.0K | 0.08% | +411+15.8% | Added |
| Callahan Advisors, LLC | 3,076 | $215.0K | 0.03% | −100−3.1% | Reduced |
| Kanawha Capital Management LLC | 3,074 | $215.0K | 0.02% | −20−0.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,079 | $216.0K | 0.11% | −650−17.4% | Reduced |
| Capital Analysts, LLC | 3,100 | $217.0K | 0.01% | −571−15.6% | Reduced |
| CIBC World Markets Inc. | 3,102 | $217.0K | 0.00% | +357+13.0% | Added |
| Fukoku Mutual Life Insurance Co | 3,100 | $217.0K | 0.02% | +450+17.0% | Added |
| Whalerock Point Partners, LLC | 3,119 | $218.0K | 0.08% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,128 | $219.0K | 0.02% | −228−6.8% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $219.0K | 0.14% | 00.0% | Unchanged |
| Wade G W & Inc | 3,126 | $219.0K | 0.01% | +29+0.9% | Added |
| 1832 Asset Management L.P. | 3,105 | $219.0K | 0.00% | +3,105 | New |
| Bank of New Hampshire | 2,562 | $220.0K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,153 | $221.0K | 0.13% | +1,460+86.2% | Added |
| Allworth Financial LP | 3,165 | $222.0K | 0.00% | −58−1.8% | Reduced |
| Mirabella Financial Services LLP | 3,194 | $224.0K | 0.03% | +3,194 | New |
| Little House Capital LLC | 3,211 | $225.0K | 0.13% | −284−8.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,210 | $225.0K | 0.08% | +673+26.5% | Added |
| PDS Planning, Inc | 3,246 | $227.0K | 0.05% | −1,004−23.6% | Reduced |
| First National Bank of South Miami | 3,238 | $227.0K | 0.15% | −142−4.2% | Reduced |
| Machina Capital S.A.S. | 3,236 | $227.0K | 0.49% | +3,236 | New |
| Financial Advisory Service, Inc. | 3,256 | $228.0K | 0.02% | +93+2.9% | Added |
| Clear Street Markets LLC | 3,300 | $231.0K | 0.05% | −1,372−29.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,344 | $234.0K | 0.02% | −35−1.0% | Reduced |
| Allen Investment Management LLC | 3,342 | $234.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 3,362 | $235.0K | 0.02% | −219−6.1% | Reduced |
| E&G Advisors, LP | 3,352 | $235.0K | 0.06% | +3,352 | Added |
| West Paces Advisors Inc. | 3,363 | $235.5K | 0.08% | −28−0.8% | Reduced |
| First National Bank Sioux Falls | 3,370 | $236.0K | 0.40% | 00.0% | Unchanged |
| Davidson Trust Co | 3,378 | $236.0K | 0.18% | +6+0.2% | Added |
| Relative Value Partners Group, LLC | 3,395 | $238.0K | 0.02% | −34−1.0% | Reduced |
| Mutual Advisors, LLC | 3,418 | $239.0K | 0.01% | −1,154−25.2% | Reduced |
| TrinityPoint Wealth, LLC | 3,410 | $239.0K | 0.05% | +353+11.5% | Added |
| J.W. Cole Advisors, Inc. | 3,430 | $240.0K | 0.02% | −1,142−25.0% | Reduced |