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 |
|---|---|---|---|---|---|
| Greylin Investment Mangement Inc | 20,415 | $1.43M | 0.29% | +3,750+22.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,380 | $1.43M | 0.02% | +197+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 18,342 | $1.43M | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 20,479 | $1.43M | 0.37% | −77−0.4% | Reduced |
| Hartford Financial Management Inc. | 20,867 | $1.46M | 0.37% | +10.0% | Added |
| Leonteq Securities AG | 20,925 | $1.47M | 0.08% | +16,805+407.9% | Added |
| SG3 Management, LLC | 21,000 | $1.47M | 0.52% | +21,000 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 21,102 | $1.48M | 0.02% | +674+3.3% | Added |
| Profund Advisors LLC | 21,245 | $1.49M | 0.05% | −5,066−19.3% | Reduced |
| Northwest & Ethical Investments L.P. | 21,351 | $1.50M | 0.05% | −794−3.6% | Reduced |
| Neville Rodie & Shaw Inc | 21,372 | $1.50M | 0.12% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 21,421 | $1.50M | 0.34% | +970+4.7% | Added |
| Baxter Bros Inc | 21,660 | $1.52M | 0.24% | −636−2.9% | Reduced |
| Quantitative Investment Management, LLC | 21,663 | $1.52M | 0.14% | +21,663 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 21,765 | $1.52M | 0.02% | +21,765 | New |
| Koshinski Asset Management, Inc. | 21,865 | $1.53M | 0.13% | +6,362+41.0% | Added |
| Wealth Advisory Solutions, LLC | 21,965 | $1.54M | 0.34% | +1,072+5.1% | Added |
| Citizens National Bank Trust Department | 22,011 | $1.54M | 0.44% | −50−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 22,085 | $1.55M | 0.07% | +443+2.0% | Added |
| Xponance, Inc. | 22,130 | $1.55M | 0.03% | −2,107−8.7% | Reduced |
| AE Wealth Management LLC | 22,235 | $1.56M | 0.01% | +3,932+21.5% | Added |
| SWS Partners | 22,362 | $1.57M | 0.97% | +3,363+17.7% | Added |
| Wilen Investment Management Corp. | 22,666 | $1.57M | 1.29% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 22,492 | $1.57M | 0.27% | +230+1.0% | Added |
| Venture Visionary Partners LLC | 22,802 | $1.59M | 0.11% | +4,857+27.1% | Added |
| City Holding Co | 22,984 | $1.61M | 0.27% | +320+1.4% | Added |
| Blair William & Co | 23,120 | $1.62M | 0.01% | +4,101+21.6% | Added |
| Orleans Capital Management Corp | 23,295 | $1.63M | 1.04% | −2,810−10.8% | Reduced |
| Annex Advisory Services, LLC | 23,515 | $1.65M | 0.13% | +2,438+11.6% | Added |
| TD Private Client Wealth LLC | 23,573 | $1.65M | 0.07% | −103−0.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 23,579 | $1.65M | 0.19% | +998+4.4% | Added |
| Van Eck Associates Corp | 23,639 | $1.66M | 0.00% | +784+3.4% | Added |
| Strategic Financial Services, Inc, | 23,862 | $1.67M | 0.13% | −5,727−19.4% | Reduced |
| Corient Capital Partners, LLC | 24,086 | $1.69M | 0.12% | +2,510+11.6% | Added |
| Argyle Capital Management Inc. | 24,235 | $1.70M | 0.56% | +750+3.2% | Added |
| Daiwa Securities Group Inc. | 24,288 | $1.70M | 0.01% | +826+3.5% | Added |
| Thompson Siegel & Walmsley LLC | 24,425 | $1.71M | 0.02% | +435+1.8% | Added |
| Coldstream Capital Management Inc | 33,492 | $1.74M | 0.08% | +29,570+754.0% | Added |
| Algert Global LLC | 24,872 | $1.74M | 0.23% | +24,872 | New |
| Cullen/Frost Bankers, Inc. | 24,951 | $1.75M | 0.04% | +290+1.2% | Added |
| First Nebraska Trust Co | 25,066 | $1.76M | 0.23% | +3,582+16.7% | Added |
| Ferguson Wellman Capital Management, Inc | 25,115 | $1.76M | 0.06% | −1,228−4.7% | Reduced |
| German American Bancorp, Inc. | 25,184 | $1.76M | 0.27% | +396+1.6% | Added |
| Regions Financial Corp | 25,339 | $1.77M | 0.02% | −3,921−13.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 25,638 | $1.79M | 0.98% | −2,329−8.3% | Reduced |
| Compagnie Lombard Odier SCmA | 25,749 | $1.80M | 0.04% | +4,457+20.9% | Added |
| Kentucky Retirement Systems | 25,799 | $1.81M | 0.09% | +302+1.2% | Added |
| Mackenzie Financial Corp | 25,867 | $1.81M | 0.00% | +8,138+45.9% | Added |
| Garrison Asset Management, LLC | 26,030 | $1.82M | 1.11% | +1,957+8.1% | Added |
| NewSquare Capital LLC | 26,089 | $1.83M | 0.21% | −5,474−17.3% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 26,177 | $1.83M | 0.59% | +1,228+4.9% | Added |
| Unison Advisors LLC | 26,303 | $1.84M | 0.46% | −6,446−19.7% | Reduced |
| Principle Wealth Partners LLC | 26,405 | $1.85M | 0.21% | 00.0% | Unchanged |
| Shelton Capital Management | 26,451 | $1.85M | 0.07% | −22,850−46.3% | Reduced |
| Marshall Wace North America L.P. | 26,460 | $1.85M | 0.01% | +26,460 | New |
| Carnegie Capital Asset Management, LLC | 26,680 | $1.87M | 0.07% | −3,621−12.0% | Reduced |
| Poehling Capital Management, LLC | 26,713 | $1.87M | 0.63% | +303+1.1% | Added |
| Two Sigma Advisers, LP | 26,799 | $1.88M | 0.00% | +26,799 | New |
| Benjamin F. Edwards & Company, Inc. | 26,881 | $1.88M | 0.09% | +49+0.2% | Added |
| Johnson Investment Counsel Inc | 26,904 | $1.88M | 0.03% | +1,008+3.9% | Added |
| Fundamentun, LLC | 27,059 | $1.90M | 0.33% | +5,266+24.2% | Added |
| Louisiana State Employees Retirement System | 27,300 | $1.91M | 0.05% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,301 | $1.91M | 0.60% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 27,419 | $1.92M | 0.06% | −4,074−12.9% | Reduced |
| World Asset Management Inc | 27,821 | $1.95M | 0.19% | +136+0.5% | Added |
| Level Four Advisory Services, LLC | 27,816 | $1.95M | 0.20% | +1,691+6.5% | Added |
| Pacer Advisors, Inc. | 28,172 | $1.97M | 0.03% | −2,723−8.8% | Reduced |
| Ameritas Investment Partners, Inc. | 28,339 | $1.98M | 0.07% | −305−1.1% | Reduced |
| Central Trust Co | 28,364 | $1.99M | 0.07% | −706−2.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,506 | $2.00M | 0.39% | +1,857+7.0% | Added |
| Resources Investment Advisors, LLC. | 28,526 | $2.00M | 0.08% | −347−1.2% | Reduced |
| New Mexico Educational Retirement Board | 28,628 | $2.00M | 0.07% | −500−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 28,628 | $2.00M | 0.67% | −235−0.8% | Reduced |
| Parsons Capital Management Inc | 28,909 | $2.02M | 0.16% | −178−0.6% | Reduced |
| Panagora Asset Management Inc | 30,551 | $2.14M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 30,670 | $2.15M | 0.01% | +7,423+31.9% | Added |
| Elo Mutual Pension Insurance Co | 30,683 | $2.15M | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 31,095 | $2.18M | 0.01% | −2,686−8.0% | Reduced |
| Trustmark National Bank Trust Department | 31,700 | $2.22M | 0.18% | −3,525−10.0% | Reduced |
| Cerity Partners LLC | 31,714 | $2.22M | 0.05% | +1,801+6.0% | Added |
| Pearl River Capital, LLC | 31,721 | $2.22M | 0.60% | +24,384+332.3% | Added |
| Occudo Quantitative Strategies LP | 31,877 | $2.23M | 0.27% | +31,877 | New |
| Capstone Investment Advisors, LLC | 31,885 | $2.23M | 0.04% | +31,885 | New |
| Kingsview Wealth Management, LLC | 32,050 | $2.24M | 0.11% | +369+1.2% | Added |
| Canal Insurance CO | 32,500 | $2.28M | 0.78% | 00.0% | Unchanged |
| STRS Ohio | 32,781 | $2.29M | 0.01% | +9,355+39.9% | Added |
| Twin Tree Management, LP | 33,166 | $2.32M | 0.07% | +33,166 | New |
| Maryland State Retirement & Pension System | 33,413 | $2.32M | 0.07% | 00.0% | Unchanged |
| Marathon Capital Management | 33,295 | $2.33M | 0.53% | +1,350+4.2% | Added |
| Davenport & Co LLC | 33,312 | $2.33M | 0.02% | −4,826−12.7% | Reduced |
| Opus Investment Management Inc | 33,489 | $2.35M | 0.36% | 00.0% | Unchanged |
| Citizens Business Bank | 33,700 | $2.36M | 0.31% | +16,455+95.4% | Added |
| Segall Bryant & Hamill, LLC | 33,886 | $2.37M | 0.02% | +1,777+5.5% | Added |
| Cetera Advisor Networks LLC | 33,978 | $2.38M | 0.03% | +1,373+4.2% | Added |
| Atria Investments LLC | 34,066 | $2.39M | 0.04% | −4,186−10.9% | Reduced |
| Park Avenue Securities LLC | 34,205 | $2.40M | 0.05% | +221+0.7% | Added |
| Brinker Capital Investments, LLC | 28,140 | $2.42M | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 34,562 | $2.42M | 0.12% | −1,316−3.7% | Reduced |
| Gladstone Institutional Advisory LLC | 34,645 | $2.43M | 0.24% | +5,883+20.5% | Added |
| First American Bank | 34,714 | $2.43M | 0.14% | +4,907+16.5% | Added |