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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 2,540 | $178.0K | 0.03% | +77+3.1% | Added |
| Acima Private Wealth, LLC | 2,500 | $175.0K | 0.08% | −100−3.8% | Reduced |
| Quadrant Capital Group LLC | 2,427 | $170.0K | 0.02% | −287−10.6% | Reduced |
| Bray Capital Advisors | 2,390 | $167.0K | 0.04% | +22+0.9% | Added |
| Close Asset Management Ltd | 2,356 | $165.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,360 | $165.0K | 0.05% | +411+21.1% | Added |
| Montag A & Associates Inc | 2,343 | $164.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,336 | $164.0K | 0.01% | +529+29.3% | Added |
| Anchor Investment Management, LLC | 2,328 | $163.0K | 0.02% | −19−0.8% | Reduced |
| Tarbox Family Office, Inc. | 2,321 | $163.0K | 0.03% | −4−0.2% | Reduced |
| First PREMIER Bank | 2,196 | $154.0K | 0.04% | +740+50.8% | Added |
| Dividend Assets Capital, LLC | 2,178 | $153.0K | 0.03% | −375−14.7% | Reduced |
| Security National Trust Co | 1,693 | $146.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,045 | $143.0K | 0.02% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 1,996 | $140.0K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,986 | $139.0K | 0.00% | −274−12.1% | Reduced |
| Gradient Investments LLC | 1,965 | $138.0K | 0.00% | +6+0.3% | Added |
| Sutton Wealth Advisors Inc. | 1,964 | $137.5K | 0.05% | −10−0.5% | Reduced |
| Brown Brothers Harriman & Co | 1,959 | $137.0K | 0.00% | −2,062−51.3% | Reduced |
| Laurel Wealth Advisors LLC | 1,921 | $135.0K | 0.03% | −52−2.6% | Reduced |
| Clearview Wealth Advisors LLC | 1,894 | $133.0K | 0.08% | +1+0.1% | Added |
| Berman Capital Advisors, LLC | 1,855 | $129.0K | 0.02% | +549+42.0% | Added |
| Johnson Financial Group, Inc. | 1,820 | $127.0K | 0.01% | −250−12.1% | Reduced |
| Central Bank & Trust Co | 1,776 | $124.0K | 0.02% | −10,594−85.6% | Reduced |
| Fieldpoint Private Securities, LLC | 1,760 | $123.0K | 0.03% | −447−20.3% | Reduced |
| Vestor Capital, LLC | 1,715 | $120.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $117.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,605 | $112.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,536 | $108.0K | 0.02% | −24−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,536 | $108.0K | 0.00% | +1,435+1,420.8% | Added |
| Seeyond | 1,515 | $106.0K | 0.01% | −4,602−75.2% | Reduced |
| Edge Wealth Management LLC | 1,500 | $105.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,472 | $105.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,504 | $105.0K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,449 | $101.0K | 0.05% | −1,550−51.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,447 | $101.0K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,443 | $101.0K | 0.02% | +160+12.5% | Added |
| Asset Dedication, LLC | 1,381 | $97.0K | 0.01% | −5−0.4% | Reduced |
| Cahill Financial Advisors Inc | 1,383 | $97.0K | 0.02% | +1,383 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $95.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,328 | $93.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,310 | $92.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,287 | $90.0K | 0.01% | −1,287−50.0% | Reduced |
| TD Capital Management LLC | 1,290 | $90.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,286 | $90.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,275 | $89.0K | 0.02% | −40−3.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,259 | $88.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,248 | $87.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,238 | $87.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,228 | $86.0K | 0.00% | −39,522−97.0% | Reduced |
| Enterprise Trust & Investment Co | 1,200 | $84.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,202 | $84.0K | 0.03% | +14+1.2% | Added |
| Arrow Financial Corp | 1,162 | $81.0K | 0.01% | −5,351−82.2% | Reduced |
| Financial Management Professionals, Inc. | 1,139 | $80.0K | 0.02% | −120−9.5% | Reduced |
| RWM Asset Management, LLC | 1,130 | $79.0K | 0.02% | +1,130 | New |
| Sterling Financial Planning, Inc. | 1,093 | $77.0K | 0.05% | +337+44.6% | Added |
| Piscataqua Savings Bank | 1,040 | $73.0K | 0.06% | −94−8.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,025 | $72.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,022 | $72.0K | 0.01% | +75+7.9% | Added |
| Global Financial Private Client, LLC | 987 | $71.6K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 1,026 | $71.0K | 0.02% | +5+0.5% | Added |
| BDO Wealth Advisors, LLC | 999 | $70.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 985 | $69.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 989 | $69.0K | 0.01% | +25+2.6% | Added |
| Evermay Wealth Management LLC | 950 | $67.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 944 | $66.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 920 | $64.0K | 0.02% | +1+0.1% | Added |
| Atlas Capital Advisors LLC | 913 | $63.9K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 923 | $63.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 904 | $63.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 846 | $59.0K | 0.01% | −109−11.4% | Reduced |
| Heritage Wealth Advisors | 817 | $57.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 805 | $56.0K | 0.00% | −197−19.7% | Reduced |
| Versant Capital Management, Inc | 795 | $56.0K | 0.02% | +17+2.2% | Added |
| Wealth Quarterback LLC | 798 | $56.0K | 0.04% | +107+15.5% | Added |
| Herold Advisors, Inc. | 800 | $56.0K | 0.02% | +800 | New |
| Stonebridge Capital Advisors LLC | 784 | $55.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 742 | $52.0K | 0.00% | +42+6.0% | Added |
| Cypress Point Wealth Management, LLC | 722 | $51.0K | 0.04% | −495−40.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 720 | $50.0K | 0.03% | −599−45.4% | Reduced |
| Evoke Wealth, LLC | 708 | $49.0K | 0.00% | −1−0.1% | Reduced |
| Addison Advisors LLC | 702 | $49.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $48.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 664 | $47.0K | 0.02% | +258+63.5% | Added |
| Pacifica Partners Inc. | 676 | $46.0K | 0.03% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 623 | $44.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 611 | $43.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 616 | $43.0K | 0.02% | +81+15.1% | Added |
| Syverson Strege & Co | 604 | $42.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 594 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 600 | $42.0K | 0.01% | +12+2.0% | Added |
| First Command Financial Services, Inc. | 600 | $42.0K | 0.01% | +12+2.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 579 | $41.0K | 0.01% | −16−2.7% | Reduced |
| Loomis Sayles & Co L P | 588 | $41.0K | 0.00% | +2+0.3% | Added |
| Endurance Wealth Management, Inc. | 590 | $41.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 580 | $41.0K | 0.01% | +4+0.7% | Added |
| Concord Wealth Partners | 561 | $39.0K | 0.02% | −349−38.4% | Reduced |
| Private Capital Group, LLC | 544 | $38.0K | 0.01% | −295−35.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 549 | $38.0K | 0.01% | −142−20.5% | Reduced |
| Lenox Wealth Advisors, LLC | 543 | $38.0K | 0.00% | +3+0.6% | Added |