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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 3,652 | $262.6K | 0.09% | −5,019−57.9% | Reduced |
| Goodman Financial Corp | 3,747 | $262.0K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,738 | $262.0K | 0.03% | +162+4.5% | Added |
| Integrated Advisors Network LLC | 3,740 | $262.0K | 0.02% | +1,363+57.3% | Added |
| Signaturefd, LLC | 3,714 | $260.0K | 0.01% | −115−3.0% | Reduced |
| Corbyn Investment Management Inc | 3,714 | $260.0K | 0.09% | −36−1.0% | Reduced |
| Verity Asset Management, Inc. | 3,689 | $258.0K | 0.17% | −4,420−54.5% | Reduced |
| International Assets Investment Management, LLC | 6,638 | $258.0K | 0.05% | −383−5.5% | Reduced |
| Vectors Research Management, LLC | 3,681 | $258.0K | 0.06% | −100−2.6% | Reduced |
| HNP Capital LLC | 3,681 | $258.0K | 0.06% | −100−2.6% | Reduced |
| McDaniel Terry & Co | 3,688 | $258.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 3,684 | $258.0K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,652 | $256.0K | 0.13% | −50−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 3,640 | $255.0K | 0.02% | −346−8.7% | Reduced |
| Triumph Capital Management | 3,641 | $255.0K | 0.12% | +55+1.5% | Added |
| Estabrook Capital Management | 3,635 | $254.6K | 0.04% | +69+1.9% | Added |
| Chemung Canal Trust Co | 3,629 | $254.0K | 0.05% | −50,266−93.3% | Reduced |
| IFG Advisory, LLC | 3,622 | $253.0K | 0.03% | +294+8.8% | Added |
| Dodge & Cox | 3,600 | $252.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,598 | $252.0K | 0.01% | +126+3.6% | Added |
| Spinnaker Trust | 3,584 | $251.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,578 | $250.0K | 0.00% | −2,300−39.1% | Reduced |
| Field & Main Bank | 3,564 | $250.0K | 0.16% | 00.0% | Unchanged |
| Insight Folios Inc | 3,564 | $250.0K | 0.14% | +553+18.4% | Added |
| Wealthspire Advisors, LLC | 3,554 | $249.0K | 0.01% | −1,599−31.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,561 | $249.0K | 0.05% | −903−20.2% | Reduced |
| Searle & Co. | 3,541 | $248.0K | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $248.0K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,492 | $245.0K | 0.01% | +38+1.1% | Added |
| Checchi Capital Advisers, LLC | 3,453 | $242.0K | 0.03% | −743−17.7% | Reduced |
| Capital Investment Advisors, LLC | 3,462 | $242.0K | 0.01% | −152−4.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,462 | $242.0K | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,450 | $242.0K | 0.18% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,459 | $242.0K | 0.02% | +17+0.5% | Added |
| Csenge Advisory Group | 3,324 | $241.0K | 0.02% | −1,706−33.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $241.0K | 0.00% | −1,462−29.8% | Reduced |
| J.W. Cole Advisors, Inc. | 3,430 | $240.0K | 0.02% | −1,142−25.0% | Reduced |
| Tolleson Wealth Management, Inc. | 3,425 | $240.0K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,085 | $240.0K | 0.02% | +48+1.6% | Added |
| Mutual Advisors, LLC | 3,418 | $239.0K | 0.01% | −1,154−25.2% | Reduced |
| TrinityPoint Wealth, LLC | 3,410 | $239.0K | 0.05% | +353+11.5% | Added |
| Relative Value Partners Group, LLC | 3,395 | $238.0K | 0.02% | −34−1.0% | Reduced |
| First National Bank Sioux Falls | 3,370 | $236.0K | 0.40% | 00.0% | Unchanged |
| Davidson Trust Co | 3,378 | $236.0K | 0.18% | +6+0.2% | Added |
| West Paces Advisors Inc. | 3,363 | $235.5K | 0.08% | −28−0.8% | Reduced |
| Sargent Bickham Lagudis LLC | 3,362 | $235.0K | 0.02% | −219−6.1% | Reduced |
| E&G Advisors, LP | 3,352 | $235.0K | 0.06% | +3,352 | Added |
| Dorsey & Whitney Trust CO LLC | 3,344 | $234.0K | 0.02% | −35−1.0% | Reduced |
| Allen Investment Management LLC | 3,342 | $234.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,300 | $231.0K | 0.05% | −1,372−29.4% | Reduced |
| Financial Advisory Service, Inc. | 3,256 | $228.0K | 0.02% | +93+2.9% | Added |
| PDS Planning, Inc | 3,246 | $227.0K | 0.05% | −1,004−23.6% | Reduced |
| First National Bank of South Miami | 3,238 | $227.0K | 0.15% | −142−4.2% | Reduced |
| Machina Capital S.A.S. | 3,236 | $227.0K | 0.49% | +3,236 | New |
| Little House Capital LLC | 3,211 | $225.0K | 0.13% | −284−8.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,210 | $225.0K | 0.08% | +673+26.5% | Added |
| Mirabella Financial Services LLP | 3,194 | $224.0K | 0.03% | +3,194 | New |
| Allworth Financial LP | 3,165 | $222.0K | 0.00% | −58−1.8% | Reduced |
| Eagle Bay Advisors LLC | 3,153 | $221.0K | 0.13% | +1,460+86.2% | Added |
| Bank of New Hampshire | 2,562 | $220.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,128 | $219.0K | 0.02% | −228−6.8% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $219.0K | 0.14% | 00.0% | Unchanged |
| Wade G W & Inc | 3,126 | $219.0K | 0.01% | +29+0.9% | Added |
| 1832 Asset Management L.P. | 3,105 | $219.0K | 0.00% | +3,105 | New |
| Whalerock Point Partners, LLC | 3,119 | $218.0K | 0.08% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,100 | $217.0K | 0.01% | −571−15.6% | Reduced |
| CIBC World Markets Inc. | 3,102 | $217.0K | 0.00% | +357+13.0% | Added |
| Fukoku Mutual Life Insurance Co | 3,100 | $217.0K | 0.02% | +450+17.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,079 | $216.0K | 0.11% | −650−17.4% | Reduced |
| Callahan Advisors, LLC | 3,076 | $215.0K | 0.03% | −100−3.1% | Reduced |
| Kanawha Capital Management LLC | 3,074 | $215.0K | 0.02% | −20−0.6% | Reduced |
| Liberty Wealth Management LLC | 3,008 | $214.0K | 0.08% | +411+15.8% | Added |
| Pflug Koory, LLC | 3,043 | $213.0K | 0.12% | −310−9.2% | Reduced |
| Old Point Trust & Financial Services N A | 3,023 | $212.0K | 0.09% | −100−3.2% | Reduced |
| Fox Run Management, L.L.C. | 3,030 | $212.0K | 0.13% | +317+11.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,016 | $211.0K | 0.01% | −305−9.2% | Reduced |
| Horizon Investments, LLC | 3,010 | $211.0K | 0.01% | +202+7.2% | Added |
| Laffer Tengler Investments | 3,001 | $210.2K | 0.06% | −2,401−44.4% | Reduced |
| Brown Advisory Securities, LLC | 2,982 | $210.0K | 0.06% | −5,870−66.3% | Reduced |
| Kore Private Wealth LLC | 2,995 | $210.0K | 0.02% | −237−7.3% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $210.0K | 0.16% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,992 | $210.0K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,981 | $209.0K | 0.01% | +2,981 | New |
| Park National Corp | 2,957 | $208.0K | 0.01% | −1,148−28.0% | Reduced |
| M&R Capital Management Inc | 2,963 | $207.0K | 0.05% | −100−3.3% | Reduced |
| Regal Investment Advisors LLC | 2,945 | $206.0K | 0.02% | +436+17.4% | Added |
| Ssi Investment Management LLC | 2,941 | $205.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,881 | $202.0K | 0.01% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 2,869 | $201.0K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,870 | $201.0K | 0.03% | −2−0.1% | Reduced |
| Port Capital LLC | 2,871 | $201.0K | 0.01% | +151+5.6% | Added |
| Canvas Wealth Advisors, LLC | 2,860 | $200.0K | 0.08% | +25+0.9% | Added |
| Gables Capital Management Inc. | 2,752 | $193.0K | 0.13% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 2,691 | $188.0K | 0.10% | −250−8.5% | Reduced |
| Monetary Management Group Inc | 2,677 | $187.0K | 0.05% | −250−8.5% | Reduced |
| Lindbrook Capital, LLC | 2,670 | $187.0K | 0.05% | +3+0.1% | Added |
| Neo Ivy Capital Management | 2,606 | $187.0K | 0.21% | +2,606 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,623 | $184.0K | 0.00% | −4,345−62.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,584 | $181.0K | 0.00% | −363−12.3% | Reduced |
| First Horizon Advisors, Inc. | 2,562 | $179.0K | 0.01% | −432−14.4% | Reduced |