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 |
|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | 6,021 | $421.7K | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,054 | $424.0K | 0.02% | −40,188−86.9% | Reduced |
| Altium Wealth Management LLC | 6,053 | $424.0K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 6,090 | $426.0K | 0.03% | −1,012−14.2% | Reduced |
| Retirement Group, LLC | 6,077 | $426.0K | 0.20% | +216+3.7% | Added |
| Childress Capital Advisors, LLC | 6,096 | $426.0K | 0.17% | +511+9.1% | Added |
| Allen Capital Group, LLC | 6,100 | $427.0K | 0.09% | +10.0% | Added |
| Corsicana & Co. | 6,107 | $428.0K | 0.27% | +4,965+434.8% | Added |
| Harbor Investment Advisory, LLC | 6,152 | $431.0K | 0.06% | −414−6.3% | Reduced |
| Atlas Private Wealth Management | 6,148 | $431.0K | 0.26% | +1,398+29.4% | Added |
| Patron Partners Advisors, LLC | 6,203 | $434.0K | 0.32% | +47+0.8% | Added |
| Summit Financial, LLC | 6,198 | $434.1K | 0.04% | +2,896+87.7% | Added |
| Carroll Financial Associates, Inc. | 6,212 | $435.0K | 0.02% | −247−3.8% | Reduced |
| Transform Wealth, LLC | 6,241 | $437.0K | 0.05% | −271−4.2% | Reduced |
| Patten Group, Inc. | 6,244 | $437.0K | 0.13% | −71−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,239 | $437.0K | 0.11% | +221+3.7% | Added |
| Clark Capital Management Group, Inc. | 6,255 | $438.0K | 0.01% | −236,047−97.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,260 | $438.0K | 0.02% | +75+1.2% | Added |
| Tocqueville Asset Management L.P. | 6,291 | $441.0K | 0.01% | −11,560−64.8% | Reduced |
| Avidian Wealth Solutions, LLC | 6,299 | $441.0K | 0.03% | −1,155−15.5% | Reduced |
| Prospera Financial Services Inc | 6,300 | $441.0K | 0.02% | +356+6.0% | Added |
| Essex Savings Bank | 6,206 | $441.0K | 0.16% | +464+8.1% | Added |
| Pensionfund DSM Netherlands | 6,300 | $441.0K | 0.06% | +6,300 | New |
| Veriti Management LLC | 6,381 | $447.0K | 0.06% | −1,463−18.7% | Reduced |
| South Street Advisors LLC | 6,420 | $450.0K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 6,453 | $452.0K | 0.02% | −878−12.0% | Reduced |
| Argent Trust Co | 6,490 | $454.0K | 0.03% | +137+2.2% | Added |
| U S Global Investors Inc | 6,500 | $455.0K | 0.01% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $455.0K | 0.08% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 6,504 | $455.0K | 0.27% | +6,504 | New |
| Flputnam Investment Management Co | 6,536 | $458.0K | 0.02% | −125−1.9% | Reduced |
| Weatherly Asset Management L. P. | 6,553 | $459.0K | 0.06% | −307−4.5% | Reduced |
| Peoples Bank | 6,580 | $461.0K | 0.25% | −50−0.8% | Reduced |
| MTM Investment Management, LLC | 6,590 | $461.0K | 0.25% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 6,636 | $464.7K | 0.05% | −500−7.0% | Reduced |
| Clearstead Advisors, LLC | 6,640 | $465.0K | 0.03% | +476+7.7% | Added |
| Sandy Spring Bank | 6,659 | $466.0K | 0.02% | −596−8.2% | Reduced |
| American Portfolios Advisors | 6,669 | $467.0K | 0.02% | +276+4.3% | Added |
| Pacific Global Investment Management CO | 6,713 | $470.0K | 0.09% | −576−7.9% | Reduced |
| Ergoteles LLC | 6,726 | $471.0K | 0.02% | +6,726 | New |
| True North Advisors, LLC | 6,751 | $472.0K | 0.09% | +585+9.5% | Added |
| Roman Butler Fullerton & Co | 5,850 | $473.0K | 0.22% | +75+1.3% | Added |
| Stevens Capital Management LP | 6,748 | $473.0K | 0.20% | +3,253+93.1% | Added |
| Brewin Dolphin Ltd | 6,810 | $476.9K | 0.02% | −355−5.0% | Reduced |
| Symmetry Partners, LLC | 6,174 | $478.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,837 | $478.0K | 0.01% | +3,637+113.7% | Added |
| Palisade Asset Management, LLC | 6,890 | $483.0K | 0.06% | −145−2.1% | Reduced |
| RFG Advisory, LLC | 6,999 | $490.0K | 0.04% | −282−3.9% | Reduced |
| Snowden Capital Advisors LLC | 7,001 | $490.2K | 0.02% | −643−8.4% | Reduced |
| Linscomb & Williams, Inc. | 7,023 | $492.0K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,042 | $493.0K | 0.13% | +1,835+35.2% | Added |
| Navalign, LLC | 7,059 | $494.0K | 0.21% | +128+1.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,050 | $494.0K | 0.31% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,060 | $495.0K | 0.21% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 7,080 | $496.0K | 0.15% | +500+7.6% | Added |
| Bank Hapoalim BM | 7,101 | $497.0K | 0.05% | −246−3.3% | Reduced |
| Harbour Investments, Inc. | 7,125 | $499.0K | 0.02% | −1,567−18.0% | Reduced |
| King Luther Capital Management Corp | 7,172 | $502.0K | 0.00% | −812−10.2% | Reduced |
| Independent Advisor Alliance | 7,188 | $503.0K | 0.03% | −460−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 7,205 | $503.8K | 0.01% | +161+2.3% | Added |
| Cresset Asset Management, LLC | 7,232 | $506.0K | 0.01% | +3,272+82.6% | Added |
| Covington Capital Management | 7,236 | $507.0K | 0.02% | −118−1.6% | Reduced |
| Bank Ozk | 7,239 | $507.0K | 0.23% | +224+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 7,234 | $507.0K | 0.07% | +932+14.8% | Added |
| Welch & Forbes LLC | 7,249 | $508.0K | 0.01% | +203+2.9% | Added |
| Aull & Monroe Investment Management Corp | 7,277 | $510.0K | 0.25% | −75−1.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,299 | $511.0K | 0.37% | +1,330+22.3% | Added |
| Mountain Capital Investment Advisors, Inc | 6,216 | $511.0K | 0.27% | +266+4.5% | Added |
| Greenleaf Trust | 7,324 | $513.0K | 0.01% | +918+14.3% | Added |
| Great Valley Advisor Group, Inc. | 7,340 | $514.0K | 0.04% | +1,097+17.6% | Added |
| Deseret Mutual Benefit Administrators | 7,358 | $515.0K | 0.09% | −1,957−21.0% | Reduced |
| First Manhattan Co | 7,354 | $515.0K | 0.00% | −188−2.5% | Reduced |
| Glenview Trust Co | 7,377 | $517.0K | 0.02% | −100−1.3% | Reduced |
| Ahrens Investment Partners LLC | 7,398 | $518.0K | 0.25% | +7,398 | New |
| AMG National Trust Bank | 7,404 | $519.0K | 0.02% | −2,232−23.2% | Reduced |
| Dearborn Partners LLC | 7,420 | $519.0K | 0.02% | +519+7.5% | Added |
| Busey Wealth Management | 7,450 | $522.0K | 0.02% | +3,507+88.9% | Added |
| Agf Investments Inc. | 7,486 | $524.0K | 0.00% | +523+7.5% | Added |
| Columbia Trust Co 01012016 | 7,610 | $533.0K | 0.28% | +510+7.2% | Added |
| ARGI Investment Services, LLC | 7,664 | $537.0K | 0.02% | +759+11.0% | Added |
| Banque Cantonale Vaudoise | 7,702 | $540.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,744 | $542.0K | 0.10% | +7+0.1% | Added |
| Vantage Consulting Group Inc | 7,752 | $543.0K | 0.12% | +2,143+38.2% | Added |
| Boenning & Scattergood, Inc. | 7,769 | $544.0K | 0.10% | −340−4.2% | Reduced |
| Arkadios Wealth Advisors | 7,860 | $550.0K | 0.08% | +629+8.7% | Added |
| Miracle Mile Advisors, LLC | 7,865 | $551.0K | 0.03% | +2,892+58.2% | Added |
| Verition Fund Management LLC | 7,880 | $552.0K | 0.01% | +7,880 | New |
| Intrua Financial, LLC | 7,148 | $553.0K | 0.10% | +875+13.9% | Added |
| WealthTrust Axiom LLC | 7,938 | $555.0K | 0.19% | −121−1.5% | Reduced |
| Karpas Strategies, LLC | 7,262 | $563.0K | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,105 | $565.0K | 0.00% | +1,020+14.4% | Added |
| Bull Street Advisors, LLC | 8,151 | $571.0K | 0.29% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,164 | $572.0K | 0.08% | −161−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 8,167 | $572.0K | 0.01% | +601+7.9% | Added |
| Matthew Goff Investment Advisor, LLC | 8,191 | $574.0K | 0.14% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,242 | $577.0K | 0.01% | −766−8.5% | Reduced |
| Hilltop Holdings Inc. | 8,257 | $578.0K | 0.06% | −271−3.2% | Reduced |
| American National Insurance Co | 8,300 | $581.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,308 | $582.0K | 0.12% | +8,308 | New |
| Wimmer Associates 1, LLC | 8,340 | $584.0K | 0.35% | +189+2.3% | Added |