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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 8,399 | $588.0K | 0.01% | −69−0.8% | Reduced |
| Edge Capital Group, LLC | 8,400 | $588.0K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 8,455 | $592.0K | 0.01% | −60,780−87.8% | Reduced |
| Weik Capital Management | 8,490 | $595.0K | 0.25% | −1,980−18.9% | Reduced |
| North Star Investment Management Corp. | 8,539 | $598.0K | 0.05% | +5+0.1% | Added |
| Wealthsource Partners, LLC | 8,565 | $600.0K | 0.05% | −91−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 8,582 | $601.0K | 0.14% | +2,097+32.3% | Added |
| BerganKDV Wealth Management, LLC | 8,618 | $604.0K | 0.07% | +1,427+19.8% | Added |
| CoreCommodity Management, LLC | 8,761 | $614.0K | 0.17% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,772 | $614.0K | 0.05% | +2,057+30.6% | Added |
| Bank of Hawaii | 8,806 | $617.0K | 0.03% | −1,338−13.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,838 | $619.0K | 0.04% | +3,915+79.5% | Added |
| Islay Capital Management, LLC | 8,877 | $622.0K | 0.48% | −304−3.3% | Reduced |
| Heron Financial Group, LLC | 8,876 | $622.0K | 0.35% | +69+0.8% | Added |
| X-Square Capital, LLC | 8,915 | $624.0K | 0.32% | +711+8.7% | Added |
| Fiduciary Group LLC | 7,604 | $625.0K | 0.07% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8,950 | $627.0K | 0.10% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,972 | $628.0K | 0.24% | +8,972 | New |
| Caldwell Trust Co | 8,990 | $629.6K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,030 | $632.0K | 0.01% | +12+0.1% | Added |
| Old Dominion Capital Management Inc | 9,025 | $632.0K | 0.14% | +316+3.6% | Added |
| Ferris Capital, LLC | 8,125 | $633.0K | 0.14% | +8,125 | New |
| Granite Investment Advisors, LLC | 9,074 | $635.0K | 0.10% | −1,000−9.9% | Reduced |
| Jacobi Capital Management LLC | 9,089 | $636.0K | 0.08% | +303+3.4% | Added |
| Cypress Capital Management LLC | 7,466 | $641.0K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 9,156 | $642.0K | 0.03% | −124−1.3% | Reduced |
| Delta Financial Advisors LLC | 9,201 | $644.0K | 0.29% | +20.0% | Added |
| IndexIQ Advisors LLC | 9,227 | $646.0K | 0.02% | +1,613+21.2% | Added |
| Adirondack Trust Co | 8,725 | $653.0K | 0.31% | +91+1.1% | Added |
| Eudaimonia Partners, LLC | 9,375 | $657.0K | 0.12% | +15+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 9,386 | $657.3K | 0.01% | +6,380+212.2% | Added |
| Wetherby Asset Management Inc | 9,470 | $663.0K | 0.04% | +65+0.7% | Added |
| Energy Opportunities Capital Management, LLC | 9,500 | $665.0K | 1.71% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,493 | $665.0K | 0.03% | +236+2.5% | Added |
| Alpine Woods Capital Investors, LLC | 9,500 | $665.0K | 0.07% | +9,500 | New |
| Stock Yards Bank & Trust Co | 9,591 | $672.0K | 0.04% | −200−2.0% | Reduced |
| First National Bank & Trust Co of Newtown | 9,652 | $676.0K | 0.14% | +114+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 9,689 | $679.0K | 0.10% | −990−9.3% | Reduced |
| Baker Ellis Asset Management LLC | 8,220 | $679.0K | 0.13% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 9,708 | $680.0K | 0.78% | +9,708 | New |
| Investors Research Corp | 9,723 | $681.0K | 0.23% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,750 | $683.0K | 0.04% | +9,750 | New |
| Homrich & Berg | 9,818 | $688.0K | 0.02% | +606+6.6% | Added |
| Stillwater Investment Management, LLC | 9,836 | $689.0K | 0.18% | −141−1.4% | Reduced |
| Fairfield, Bush & Co. | 9,920 | $695.0K | 0.23% | −1,400−12.4% | Reduced |
| YHB Investment Advisors, Inc. | 9,937 | $696.0K | 0.06% | +783+8.6% | Added |
| Centiva Capital, LP | 9,974 | $698.0K | 0.06% | +9,974 | New |
| First National Trust Co | 10,140 | $710.0K | 0.04% | +85+0.8% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 9,826 | $713.0K | 0.09% | +240+2.5% | Added |
| SG Americas Securities, LLC | 10,258 | $718.0K | 0.00% | −111,143−91.6% | Reduced |
| First Mercantile Trust Co | 10,264 | $719.0K | 0.10% | −398−3.7% | Reduced |
| FORA Capital, LLC | 10,263 | $719.0K | 0.18% | +4,459+76.8% | Added |
| Optimal Asset Management, Inc. | 10,335 | $724.0K | 0.09% | +13+0.1% | Added |
| Sunbelt Securities, Inc. | 9,722 | $724.0K | 0.13% | 00.0% | Unchanged |
| Lincoln National Corp | 10,357 | $726.0K | 0.02% | +679+7.0% | Added |
| CAPROCK Group, Inc. | 10,406 | $729.0K | 0.07% | +6,139+143.9% | Added |
| Redpoint Investment Management Pty Ltd | 10,460 | $733.0K | 0.06% | −1,137−9.8% | Reduced |
| Cannell Peter B & Co Inc | 10,479 | $734.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 10,530 | $737.0K | 0.11% | +740+7.6% | Added |
| Hudson Valley Investment Advisors Inc | 10,585 | $741.0K | 0.13% | −499−4.5% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $748.0K | 0.07% | +109+1.2% | Added |
| Inscription Capital, LLC | 10,768 | $754.0K | 0.24% | −15,637−59.2% | Reduced |
| V Wealth Advisors LLC | 10,789 | $755.0K | 0.12% | −53−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,805 | $758.0K | 0.02% | −13,719−55.9% | Reduced |
| Echo Street Capital Management LLC | 10,905 | $764.0K | 0.01% | +2,423+28.6% | Added |
| Stephens Inc | 10,985 | $769.0K | 0.01% | −132−1.2% | Reduced |
| IFP Advisors, Inc | 11,012 | $775.0K | 0.02% | −1,003−8.3% | Reduced |
| 17 Capital Partners, LLC | 11,062 | $775.0K | 0.73% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 11,062 | $775.0K | 0.01% | +123+1.1% | Added |
| National Asset Management, Inc. | 11,113 | $779.0K | 0.02% | +463+4.3% | Added |
| Paragon Capital Management LLC | 11,179 | $783.0K | 0.41% | +141+1.3% | Added |
| Bragg Financial Advisors, Inc | 11,278 | $790.0K | 0.05% | −499−4.2% | Reduced |
| Capital Advisors Inc | 11,281 | $790.0K | 0.02% | −59−0.5% | Reduced |
| Kesler, Norman & Wride, LLC | 11,288 | $790.0K | 0.19% | +237+2.1% | Added |
| South State Corp. | 11,375 | $796.0K | 0.07% | −181−1.6% | Reduced |
| Spire Wealth Management | 11,518 | $807.0K | 0.02% | +99+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,531 | $808.0K | 0.09% | +135+1.2% | Added |
| MAI Capital Management | 11,629 | $814.0K | 0.02% | +626+5.7% | Added |
| GWM Advisors LLC | 11,635 | $815.0K | 0.02% | −1,541−11.7% | Reduced |
| First Quadrant L P | 11,685 | $818.0K | 0.10% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,769 | $824.0K | 0.13% | −79−0.7% | Reduced |
| Exeter Financial, LLC | 11,800 | $826.0K | 0.49% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,812 | $827.0K | 0.03% | −1,202−9.2% | Reduced |
| Jeppson Wealth Management, LLC | 11,810 | $827.0K | 0.43% | +675+6.1% | Added |
| Pavion Blue Capital, LLC | 11,838 | $829.0K | 0.52% | +10.0% | Added |
| HAP Trading, LLC | 11,849 | $830.0K | 0.06% | +11,849 | New |
| Kestra Private Wealth Services, LLC | 11,910 | $834.0K | 0.05% | +1,277+12.0% | Added |
| Trilogy Capital Inc. | 11,930 | $835.0K | 0.06% | +251+2.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,063 | $845.0K | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 12,168 | $852.0K | 0.01% | −702−5.5% | Reduced |
| Fiduciary Trust Co | 12,212 | $855.0K | 0.02% | −60.0% | Reduced |
| Bessemer Group Inc | 12,214 | $856.0K | 0.00% | +1,450+13.5% | Added |
| Resource Management, LLC | 12,295 | $861.0K | 0.10% | −42−0.3% | Reduced |
| Barry Investment Advisors, LLC | 12,363 | $866.0K | 0.24% | +23+0.2% | Added |
| Silvant Capital Management LLC | 12,378 | $867.0K | 0.15% | −1,127−8.3% | Reduced |
| IBM Retirement Fund | 12,410 | $869.0K | 0.07% | +74+0.6% | Added |
| Fruth Investment Management | 12,445 | $871.0K | 0.27% | 00.0% | Unchanged |
| Man Group plc | 12,434 | $871.0K | 0.00% | +12,434 | New |
| Greytown Advisors Inc. | 12,449 | $872.0K | 0.39% | +2,489+25.0% | Added |
| Doheny Asset Management | 12,472 | $873.0K | 0.62% | −2,100−14.4% | Reduced |