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 |
|---|---|---|---|---|---|
| Bristol John W & Co Inc | 12,500 | $875.0K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 12,541 | $878.0K | 0.26% | +2,455+24.3% | Added |
| Boyd Watterson Asset Management LLC | 12,556 | $879.0K | 0.32% | +141+1.1% | Added |
| BBR Partners, LLC | 12,572 | $880.0K | 0.07% | −1,371−9.8% | Reduced |
| Guyasuta Investment Advisors Inc | 12,565 | $880.0K | 0.06% | +193+1.6% | Added |
| Ar Asset Management Inc | 12,600 | $882.0K | 0.25% | +3,000+31.3% | Added |
| Bangor Savings Bank | 12,634 | $885.0K | 0.09% | +1,062+9.2% | Added |
| Hoylecohen, LLC | 12,651 | $886.0K | 0.08% | −165−1.3% | Reduced |
| Cypress Capital Group | 12,698 | $889.0K | 0.12% | −102−0.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,732 | $892.0K | 0.64% | +267+2.1% | Added |
| Tower Research Capital LLC (TRC) | 12,865 | $901.0K | 0.02% | −7,868−37.9% | Reduced |
| Independent Financial Group, LLC | 13,011 | $911.2K | 0.09% | +5,305+68.8% | Added |
| Pinebridge Investments, L.P. | 13,043 | $913.0K | 0.01% | −2,592−16.6% | Reduced |
| Frontier Wealth Management LLC | 13,056 | $914.0K | 0.06% | −1,154−8.1% | Reduced |
| Palladium Partners LLC | 13,054 | $914.0K | 0.04% | −721−5.2% | Reduced |
| Cetera Investment Advisers | 13,104 | $918.0K | 0.01% | −65−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,109 | $918.0K | 0.07% | 00.0% | Unchanged |
| Haverford Trust Co | 13,157 | $921.0K | 0.01% | +88+0.7% | Added |
| Wealth Alliance Advisory Group, LLC | 13,380 | $937.0K | 0.46% | −64−0.5% | Reduced |
| Evercore Wealth Management, LLC | 13,390 | $938.0K | 0.02% | −1,300−8.8% | Reduced |
| Cigna Investments Inc | 13,455 | $942.0K | 0.07% | −200−1.5% | Reduced |
| Parallel Advisors, LLC | 13,452 | $942.0K | 0.04% | +2,806+26.4% | Added |
| Community Bank, N.A. | 13,517 | $947.0K | 0.12% | +292+2.2% | Added |
| Burney Co | 13,585 | $951.0K | 0.04% | +3,250+31.4% | Added |
| Mather Group, LLC. | 13,669 | $957.0K | 0.02% | +7,711+129.4% | Added |
| Armor Investment Advisors, LLC | 13,703 | $960.0K | 0.60% | −1,003−6.8% | Reduced |
| Clearbridge Investments, LLC | 13,806 | $967.0K | 0.00% | −15,338−52.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,905 | $973.8K | 0.02% | +185+1.3% | Added |
| Bartlett & Co. LLC | 13,905 | $974.0K | 0.02% | +185+1.3% | Added |
| Logan Capital Management Inc | 13,989 | $979.0K | 0.05% | 00.0% | Unchanged |
| Caxton Associates LP | 14,000 | $980.0K | 0.14% | +14,000 | New |
| Hancock Whitney Corp | 14,055 | $985.0K | 0.03% | −688−4.7% | Reduced |
| Connecticut Wealth Management, LLC | 14,147 | $991.0K | 0.09% | +40+0.3% | Added |
| Shell Asset Management Co | 14,184 | $993.0K | 0.02% | −453−3.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,299 | $1.00M | 0.09% | +943+7.1% | Added |
| Sowell Financial Services LLC | 14,422 | $1.01M | 0.07% | −2,213−13.3% | Reduced |
| Versor Investments LP | 14,448 | $1.01M | 0.03% | +10,522+268.0% | Added |
| Cutler Group LP | 14,561 | $1.02M | 0.08% | +11,266+341.9% | Added |
| Synovus Financial Corp | 14,517 | $1.02M | 0.01% | +412+2.9% | Added |
| Cowa, LLC | 14,182 | $1.03M | 0.59% | −35,200−71.3% | Reduced |
| Credit Agricole S A | 14,828 | $1.04M | 0.04% | +6,367+75.3% | Added |
| San Luis Wealth Advisors LLC | 15,339 | $1.07M | 0.60% | +15,339 | New |
| Strategic Advisors LLC | 15,439 | $1.08M | 0.23% | −96−0.6% | Reduced |
| Harbour Investment Management LLC | 15,465 | $1.08M | 0.55% | −25−0.2% | Reduced |
| First Hawaiian Bank | 15,774 | $1.10M | 0.05% | −51−0.3% | Reduced |
| Lee Danner & Bass Inc | 15,806 | $1.11M | 0.10% | −567−3.5% | Reduced |
| Bailard, Inc. | 15,822 | $1.11M | 0.04% | +310+2.0% | Added |
| Tower Bridge Advisors | 16,072 | $1.13M | 0.08% | −500−3.0% | Reduced |
| Everett Harris & Co | 16,342 | $1.14M | 0.02% | −250−1.5% | Reduced |
| B. Riley Wealth Management, Inc. | 16,425 | $1.15M | 0.09% | +10,511+177.7% | Added |
| Advisor Partners LLC | 16,515 | $1.16M | 0.08% | −1,394−7.8% | Reduced |
| Northside Capital Management, LLC | 16,848 | $1.18M | 0.32% | 00.0% | Unchanged |
| Nwam LLC | 16,918 | $1.19M | 0.11% | +2,754+19.4% | Added |
| Dynamic Technology Lab Private Ltd | 16,927 | $1.19M | 0.14% | +16,927 | New |
| Arvest Bank Trust Division | 17,001 | $1.19M | 0.07% | −2,825−14.2% | Reduced |
| Dynamic Advisor Solutions LLC | 17,027 | $1.19M | 0.09% | +7,375+76.4% | Added |
| Laird Norton Trust Company, LLC | 17,036 | $1.19M | 0.12% | +17,036 | New |
| CFM Wealth Partners LLC | 17,061 | $1.19M | 0.30% | +70.0% | Added |
| Point72 Hong Kong Ltd | 17,128 | $1.20M | 0.09% | +11,085+183.4% | Added |
| OPSEU Pension Plan Trust Fund | 16,740 | $1.20M | 0.30% | −255−1.5% | Reduced |
| Intrust Bank NA | 17,172 | $1.20M | 0.16% | +170+1.0% | Added |
| Terry L. Blaker | 17,209 | $1.21M | 0.08% | +250+1.5% | Added |
| Bowling Portfolio Management LLC | 17,238 | $1.21M | 0.27% | −157−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,319 | $1.21M | 0.39% | +381+2.2% | Added |
| Jane Street Group, LLC | 17,356 | $1.22M | 0.00% | −19,889−53.4% | Reduced |
| Patten & Patten Inc | 17,353 | $1.22M | 0.09% | +257+1.5% | Added |
| Telemus Capital, LLC | 17,369 | $1.22M | 0.10% | +1,647+10.5% | Added |
| XML Financial, LLC | 17,442 | $1.22M | 0.16% | +17,442 | New |
| Dowling & Yahnke LLC | 17,451 | $1.22M | 0.07% | −169−1.0% | Reduced |
| Cetera Advisors LLC | 17,476 | $1.22M | 0.02% | +1,913+12.3% | Added |
| Nikko Asset Management Americas, Inc. | 17,644 | $1.23M | 0.01% | −1,360−7.2% | Reduced |
| American Century Companies Inc | 17,851 | $1.25M | 0.00% | +3,604+25.3% | Added |
| Sonora Investment Management, LLC | 17,881 | $1.25M | 0.16% | +1,425+8.7% | Added |
| Moser Wealth Advisors, LLC | 18,008 | $1.26M | 0.81% | +757+4.4% | Added |
| Curbstone Financial Management Corp | 18,106 | $1.27M | 0.24% | +214+1.2% | Added |
| Fma Advisory Inc | 18,145 | $1.27M | 0.47% | −462−2.5% | Reduced |
| Moors & Cabot, Inc. | 17,974 | $1.28M | 0.08% | +9,389+109.4% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.28M | 0.17% | 00.0% | Unchanged |
| Tdam USA Inc. | 18,350 | $1.28M | 0.08% | −469−2.5% | Reduced |
| Tiaa, FSB | 18,351 | $1.29M | 0.00% | −1,479−7.5% | Reduced |
| Winton Group Ltd | 18,379 | $1.29M | 0.07% | −4,459−19.5% | Reduced |
| Auxier Asset Management | 18,412 | $1.29M | 0.22% | +100+0.5% | Added |
| TownSquare Capital, LLC | 18,456 | $1.29M | 0.04% | +1,838+11.1% | Added |
| Icon Wealth Partners, LLC | 18,569 | $1.30M | 0.14% | −208−1.1% | Reduced |
| Polar Asset Management Partners Inc. | 18,685 | $1.31M | 0.02% | +18,685 | New |
| Mattern Wealth Management LLC | 18,721 | $1.31M | 0.44% | −298−1.6% | Reduced |
| Wedbush Securities Inc | 18,797 | $1.32M | 0.06% | +787+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,831 | $1.32M | 0.06% | +18,831 | New |
| Financial Counselors Inc | 18,887 | $1.32M | 0.03% | +133+0.7% | Added |
| HBK Sorce Advisory LLC | 19,088 | $1.34M | 0.07% | +244+1.3% | Added |
| Fernwood Investment Management, LLC | 19,109 | $1.34M | 0.46% | +400+2.1% | Added |
| Cardinal Capital Management | 19,156 | $1.34M | 0.29% | +378+2.0% | Added |
| Thrivent Financial for Lutherans | 19,238 | $1.35M | 0.00% | +72+0.4% | Added |
| Ingalls & Snyder LLC | 19,490 | $1.36M | 0.06% | −375−1.9% | Reduced |
| Nomura Holdings Inc | 19,088 | $1.39M | 0.01% | +12,174+176.1% | Added |
| Somerset Trust Co | 19,850 | $1.39M | 0.57% | −425−2.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,893 | $1.39M | 0.03% | +80.0% | Added |
| Carret Asset Management, LLC | 19,908 | $1.39M | 0.17% | +200+1.0% | Added |
| Stratos Wealth Partners, LTD. | 20,044 | $1.40M | 0.04% | +2,540+14.5% | Added |
| Charter Trust Co | 20,269 | $1.42M | 0.13% | +97+0.5% | Added |