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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 4,613 | $323.0K | 0.07% | +621+15.6% | Added |
| Tennessee Valley Asset Management Partners | 4,611 | $323.0K | 0.12% | +4,611 | New |
| Waratah Capital Advisors Ltd. | 4,624 | $324.0K | 0.02% | +4,624 | New |
| Siemens Fonds Invest GmbH | 4,626 | $324.0K | 0.02% | +4,626 | New |
| WP Advisors, LLC | 4,667 | $327.0K | 0.13% | +59+1.3% | Added |
| Compton Capital Management Inc | 4,675 | $327.0K | 0.10% | +1,300+38.5% | Added |
| JustInvest LLC | 4,693 | $329.0K | 0.03% | −2,631−35.9% | Reduced |
| Washington Trust Co | 4,695 | $329.0K | 0.01% | +50+1.1% | Added |
| Ambassador Advisors, LLC | 4,722 | $331.0K | 0.06% | −194−3.9% | Reduced |
| Easterly Investment Partners LLC | 4,742 | $332.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,775 | $334.0K | 0.02% | +250+5.5% | Added |
| Successful Portfolios LLC | 4,793 | $336.0K | 0.20% | +500+11.6% | Added |
| Aldebaran Financial Inc. | 4,815 | $337.0K | 0.29% | +280+6.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,824 | $337.0K | 0.03% | +716+17.4% | Added |
| Transcend Wealth Collective, LLC | 4,114 | $338.0K | 0.03% | +82+2.0% | Added |
| Coastline Trust Co | 4,839 | $339.0K | 0.04% | −460−8.7% | Reduced |
| FineMark National Bank & Trust | 4,846 | $339.0K | 0.01% | −396−7.6% | Reduced |
| Full Sail Capital, LLC | 4,855 | $340.0K | 0.03% | +1,918+65.3% | Added |
| Gofen & Glossberg LLC | 4,879 | $342.0K | 0.01% | +80+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,885 | $342.0K | 0.13% | +288+6.3% | Added |
| Allstate Corp | 4,924 | $345.0K | 0.01% | −1,249−20.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,924 | $345.0K | 0.02% | +490+11.1% | Added |
| Harbor Financial Services, LLC | 4,928 | $345.0K | 0.15% | +536+12.2% | Added |
| Markston International LLC | 4,937 | $346.0K | 0.32% | −7,762−61.1% | Reduced |
| Valley Brook Capital Group | 4,952 | $346.0K | 0.34% | −461−8.5% | Reduced |
| J. W. Coons Advisors, LLC | 4,979 | $348.0K | 0.12% | −1,687−25.3% | Reduced |
| MCF Advisors LLC | 4,964 | $348.0K | 0.04% | +32+0.6% | Added |
| Journey Advisory Group, LLC | 4,973 | $348.0K | 0.11% | +1,785+56.0% | Added |
| Inlet Private Wealth, LLC | 5,000 | $350.0K | 0.09% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,999 | $350.0K | 0.11% | +69+1.4% | Added |
| Excalibur Management Corp | 5,012 | $351.0K | 0.15% | +920+22.5% | Added |
| Pinnacle Financial Partners Inc | 5,019 | $352.0K | 0.01% | −64−1.3% | Reduced |
| Valmark Advisers, Inc. | 5,044 | $353.0K | 0.01% | −6,625−56.8% | Reduced |
| Cambridge Trust Co | 5,062 | $354.0K | 0.01% | −231−4.4% | Reduced |
| Mayflower Financial Advisors, LLC | 4,273 | $354.0K | 0.05% | +769+21.9% | Added |
| Manchester Capital Management LLC | 5,059 | $354.0K | 0.05% | +2,419+91.6% | Added |
| Wilkins Investment Counsel Inc | 5,070 | $355.0K | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,081 | $356.0K | 0.00% | −440−8.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,115 | $358.0K | 0.04% | −175−3.3% | Reduced |
| Apollon Wealth Management, LLC | 5,112 | $358.0K | 0.05% | +5,112 | New |
| Belpointe Asset Management LLC | 5,118 | $359.0K | 0.02% | −2,337−31.3% | Reduced |
| Congress Park Capital LLC | 5,140 | $360.0K | 0.18% | −500−8.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,144 | $360.2K | 0.05% | +5+0.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,150 | $361.0K | 0.13% | −200−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,176 | $363.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,200 | $364.0K | 0.05% | +1,768+51.5% | Added |
| Colony Group LLC | 5,215 | $365.0K | 0.01% | −39−0.7% | Reduced |
| NFJ Investment Group, LLC | 5,217 | $366.0K | 0.01% | −1,157−18.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $367.0K | 0.08% | −2,800−34.9% | Reduced |
| Institutional & Family Asset Management, LLC | 5,241 | $367.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 5,262 | $368.0K | 0.18% | +40+0.8% | Added |
| Miller Howard Investments Inc | 5,285 | $370.0K | 0.02% | −365−6.5% | Reduced |
| Birmingham Capital Management Co Inc | 5,281 | $370.0K | 0.14% | +1,865+54.6% | Added |
| Cape Cod Five Cents Savings Bank | 5,299 | $371.0K | 0.04% | −693−11.6% | Reduced |
| Trust Co of Toledo NA | 5,303 | $371.0K | 0.06% | −56−1.0% | Reduced |
| Hanson & Doremus Investment Management | 5,316 | $372.0K | 0.09% | −1,491−21.9% | Reduced |
| Northeast Financial Consultants Inc | 5,350 | $375.0K | 0.03% | −15,370−74.2% | Reduced |
| EP Wealth Advisors, LLC | 5,360 | $375.0K | 0.01% | −2,477−31.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,364 | $375.0K | 0.04% | −668−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 5,359 | $375.0K | 0.15% | +738+16.0% | Added |
| Westwood Holdings Group Inc. | 5,361 | $376.0K | 0.00% | −3,368−38.6% | Reduced |
| Savant Capital, LLC | 5,404 | $378.0K | 0.01% | −246−4.4% | Reduced |
| Bennicas & Associates, Inc. | 5,408 | $379.0K | 0.21% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,405 | $379.0K | 0.28% | 00.0% | Unchanged |
| HYA Advisors, Inc | 4,648 | $381.0K | 0.15% | −90−1.9% | Reduced |
| Petrus Trust Company, LTA | 5,441 | $381.0K | 0.04% | +5,441 | New |
| Your Advocates Ltd., LLP | 5,456 | $382.0K | 0.25% | −211−3.7% | Reduced |
| Weaver Consulting Group | 5,449 | $382.0K | 0.21% | +62+1.2% | Added |
| Empirical Finance, LLC | 5,448 | $382.0K | 0.06% | +312+6.1% | Added |
| DuPont Capital Management Corp | 5,462 | $383.0K | 0.01% | −3,775−40.9% | Reduced |
| Vaughan David Investments LLC | 5,501 | $385.0K | 0.01% | −667−10.8% | Reduced |
| Outfitter Financial LLC | 5,500 | $385.0K | 0.30% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,528 | $387.0K | 0.02% | +364+7.0% | Added |
| Conning Inc. | 5,534 | $388.0K | 0.01% | −320−5.5% | Reduced |
| HighPoint Advisor Group LLC | 5,574 | $390.0K | 0.04% | −1,492−21.1% | Reduced |
| Clarius Group, LLC | 5,644 | $395.0K | 0.04% | +133+2.4% | Added |
| NEXT Financial Group, Inc | 5,634 | $395.0K | 0.03% | +309+5.8% | Added |
| S.A. Mason LLC | 5,644 | $395.0K | 0.26% | +1,010+21.8% | Added |
| Meristem Family Wealth, LLC | 5,698 | $399.0K | 0.04% | +1,868+48.8% | Added |
| Beacon Pointe Advisors, LLC | 5,708 | $400.0K | 0.01% | −3,769−39.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,716 | $400.0K | 0.00% | −400−6.5% | Reduced |
| Seven Eight Capital, LP | 5,727 | $401.0K | 0.04% | +5,727 | New |
| Westhampton Capital, LLC | 5,753 | $403.0K | 0.28% | −195−3.3% | Reduced |
| 1st Source Bank | 5,750 | $403.0K | 0.03% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,762 | $404.0K | 0.36% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,781 | $405.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,836 | $409.0K | 0.04% | +96+1.7% | Added |
| AdvisorNet Financial, Inc | 5,858 | $410.0K | 0.03% | −1,327−18.5% | Reduced |
| Arlington Capital Management, Inc. | 5,861 | $410.0K | 0.77% | +5,861 | New |
| Cullinan Associates Inc | 5,874 | $411.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,874 | $411.0K | 0.06% | +94+1.6% | Added |
| Mairs & Power Inc | 5,901 | $413.0K | 0.00% | −1,186−16.7% | Reduced |
| Roof Eidam & Maycock | 5,910 | $414.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 5,933 | $415.5K | 0.15% | −8,451−58.8% | Reduced |
| Wealth Alliance | 5,950 | $417.0K | 0.09% | −505−7.8% | Reduced |
| Thomas White International Ltd | 5,950 | $417.0K | 0.06% | 00.0% | Unchanged |
| Regent Investment Management LLC | 5,977 | $419.0K | 0.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,977 | $419.0K | 0.00% | +1,493+33.3% | Added |
| Capstone Triton Financial Group, LLC | 5,021 | $420.0K | 0.25% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,016 | $421.0K | 0.08% | −1,045−14.8% | Reduced |