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 |
|---|---|---|---|---|---|
| Tolleson Wealth Management, Inc. | 3,425 | $240.0K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,085 | $240.0K | 0.02% | +48+1.6% | Added |
| Csenge Advisory Group | 3,324 | $241.0K | 0.02% | −1,706−33.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $241.0K | 0.00% | −1,462−29.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,453 | $242.0K | 0.03% | −743−17.7% | Reduced |
| Capital Investment Advisors, LLC | 3,462 | $242.0K | 0.01% | −152−4.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,462 | $242.0K | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,450 | $242.0K | 0.18% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,459 | $242.0K | 0.02% | +17+0.5% | Added |
| RMB Capital Management, LLC | 3,492 | $245.0K | 0.01% | +38+1.1% | Added |
| Searle & Co. | 3,541 | $248.0K | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $248.0K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,554 | $249.0K | 0.01% | −1,599−31.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,561 | $249.0K | 0.05% | −903−20.2% | Reduced |
| Boston Private Wealth LLC | 3,578 | $250.0K | 0.00% | −2,300−39.1% | Reduced |
| Field & Main Bank | 3,564 | $250.0K | 0.16% | 00.0% | Unchanged |
| Insight Folios Inc | 3,564 | $250.0K | 0.14% | +553+18.4% | Added |
| Spinnaker Trust | 3,584 | $251.0K | 0.02% | 00.0% | Unchanged |
| Dodge & Cox | 3,600 | $252.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,598 | $252.0K | 0.01% | +126+3.6% | Added |
| IFG Advisory, LLC | 3,622 | $253.0K | 0.03% | +294+8.8% | Added |
| Chemung Canal Trust Co | 3,629 | $254.0K | 0.05% | −50,266−93.3% | Reduced |
| Estabrook Capital Management | 3,635 | $254.6K | 0.04% | +69+1.9% | Added |
| GHP Investment Advisors, Inc. | 3,640 | $255.0K | 0.02% | −346−8.7% | Reduced |
| Triumph Capital Management | 3,641 | $255.0K | 0.12% | +55+1.5% | Added |
| Investors Asset Management of Georgia Inc | 3,652 | $256.0K | 0.13% | −50−1.4% | Reduced |
| Verity Asset Management, Inc. | 3,689 | $258.0K | 0.17% | −4,420−54.5% | Reduced |
| International Assets Investment Management, LLC | 6,638 | $258.0K | 0.05% | −383−5.5% | Reduced |
| Vectors Research Management, LLC | 3,681 | $258.0K | 0.06% | −100−2.6% | Reduced |
| HNP Capital LLC | 3,681 | $258.0K | 0.06% | −100−2.6% | Reduced |
| McDaniel Terry & Co | 3,688 | $258.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 3,684 | $258.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,714 | $260.0K | 0.01% | −115−3.0% | Reduced |
| Corbyn Investment Management Inc | 3,714 | $260.0K | 0.09% | −36−1.0% | Reduced |
| Goodman Financial Corp | 3,747 | $262.0K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,738 | $262.0K | 0.03% | +162+4.5% | Added |
| Integrated Advisors Network LLC | 3,740 | $262.0K | 0.02% | +1,363+57.3% | Added |
| Rowland & Co Investment Counsel | 3,652 | $262.6K | 0.09% | −5,019−57.9% | Reduced |
| Whitener Capital Management, Inc. | 3,770 | $263.0K | 0.12% | −8−0.2% | Reduced |
| Delta Investment Management, LLC | 3,750 | $263.0K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,762 | $263.0K | 0.01% | +3,762 | New |
| Barrett Asset Management, LLC | 3,777 | $265.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,780 | $265.0K | 0.01% | +3,780 | New |
| Navellier & Associates Inc | 3,800 | $266.0K | 0.04% | +3,800 | New |
| Bluefin Capital Management, LLC | 3,800 | $266.0K | 0.03% | +3,800 | New |
| Murphy Pohlad Asset Management LLC | 3,815 | $267.0K | 0.11% | −16,360−81.1% | Reduced |
| Loveless Wealth Management LLC | 3,810 | $267.0K | 0.16% | +200+5.5% | Added |
| First Financial Bank - Trust Division | 3,816 | $267.0K | 0.03% | +929+32.2% | Added |
| Waldron Private Wealth LLC | 3,839 | $268.0K | 0.02% | −3,510−47.8% | Reduced |
| Salem Investment Counselors Inc | 3,830 | $268.0K | 0.01% | +175+4.8% | Added |
| Vident Investment Advisory, LLC | 3,838 | $268.0K | 0.01% | +3,838 | New |
| WBH Advisory Inc | 3,845 | $269.0K | 0.04% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 3,877 | $272.0K | 0.00% | −109−2.7% | Reduced |
| Joel Isaacson & Co., LLC | 3,879 | $272.0K | 0.02% | +16+0.4% | Added |
| Sentry Investment Management LLC | 3,892 | $273.0K | 0.08% | −569−12.8% | Reduced |
| Wedgewood Investors Inc | 3,899 | $273.0K | 0.35% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,907 | $274.0K | 0.02% | −408−9.5% | Reduced |
| Acropolis Investment Management, LLC | 4,020 | $275.0K | 0.03% | −224−5.3% | Reduced |
| Zions Bancorporation, N.A. | 3,933 | $276.0K | 0.03% | +117+3.1% | Added |
| Kovack Advisors, Inc. | 3,956 | $277.0K | 0.03% | −98−2.4% | Reduced |
| APCM Wealth Management for Individuals | 3,953 | $277.0K | 0.05% | +912+30.0% | Added |
| Vanguard Capital Wealth Advisors | 2,970 | $278.0K | 0.21% | −486−14.1% | Reduced |
| Sawtooth Solutions, LLC | 3,978 | $279.0K | 0.04% | +1,347+51.2% | Added |
| Orion Portfolio Solutions, LLC | 4,000 | $280.0K | 0.01% | −1,218−23.3% | Reduced |
| Whittier Trust Co | 4,020 | $281.0K | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 4,010 | $281.0K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,030 | $282.0K | 0.01% | −325−7.5% | Reduced |
| Equitable Holdings, Inc. | 4,036 | $283.0K | 0.00% | +887+28.2% | Added |
| Segment Wealth Management, LLC | 4,093 | $287.0K | 0.03% | −491−10.7% | Reduced |
| Quilter Plc | 4,127 | $289.0K | 0.01% | −100−2.4% | Reduced |
| LVM Capital Management Ltd | 4,125 | $289.0K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,520 | $289.0K | 0.21% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,147 | $290.0K | 0.02% | −3,213−43.7% | Reduced |
| Proequities, Inc. | 4,146 | $290.0K | 0.02% | −1,372−24.9% | Reduced |
| Prestige Wealth Management Group LLC | 4,213 | $295.0K | 0.08% | +807+23.7% | Added |
| Assenagon Asset Management S.A. | 4,229 | $296.0K | 0.00% | +4,229 | New |
| Blue Edge Capital, LLC | 4,239 | $296.8K | 0.06% | +5+0.1% | Added |
| Avantax Planning Partners, Inc. | 4,255 | $298.0K | 0.01% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,356 | $305.0K | 0.10% | −134−3.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,381 | $307.0K | 0.14% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,403 | $308.0K | 0.11% | −793−15.3% | Reduced |
| SignalPoint Asset Management, LLC | 4,394 | $308.0K | 0.10% | −239−5.2% | Reduced |
| Buckley Wealth Management, LLC | 4,402 | $308.0K | 0.10% | −61−1.4% | Reduced |
| Scotia Capital Inc. | 4,404 | $308.0K | 0.00% | +314+7.7% | Added |
| Crescent Capital Consulting, LLC | 4,382 | $308.0K | 0.06% | +500+12.9% | Added |
| First Citizens Bank & Trust Co | 4,397 | $308.0K | 0.01% | +671+18.0% | Added |
| Probity Advisors, Inc. | 4,424 | $310.0K | 0.06% | +599+15.7% | Added |
| CoreFirst Bank & Trust | 4,436 | $311.0K | 0.22% | −753−14.5% | Reduced |
| Foster & Motley Inc | 4,455 | $312.0K | 0.03% | −1,223−21.5% | Reduced |
| Austin Private Wealth, LLC | 4,469 | $313.0K | 0.07% | −296−6.2% | Reduced |
| Mid Atlantic Financial Management Inc | 4,516 | $316.0K | 0.02% | −140−3.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,530 | $317.0K | 0.23% | −1,907−29.6% | Reduced |
| First Midwest Bank Trust Division | 4,517 | $317.0K | 0.05% | −506−10.1% | Reduced |
| Change Path, LLC | 4,615 | $318.0K | 0.02% | −3−0.1% | Reduced |
| Pitcairn Co | 4,548 | $318.0K | 0.02% | +25+0.6% | Added |
| Grace Capital | 950 | $318.0K | 0.20% | −2,050−68.3% | Reduced |
| Means Investment Co., Inc. | 4,554 | $319.0K | 0.06% | −272−5.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,581 | $320.0K | 0.08% | −4−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,588 | $321.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,592 | $322.0K | 0.01% | +1,316+40.2% | Added |