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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 535 | $37.0K | 0.01% | +4+0.8% | Added |
| Baystate Wealth Management LLC | 518 | $36.0K | 0.00% | +6+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 516 | $36.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $35.0K | 0.02% | +500 | New |
| D'Orazio & Associates, Inc. | 488 | $34.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 479 | $33.5K | 0.01% | +479 | New |
| Pin Oak Investment Advisors Inc | 469 | $33.0K | 0.04% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 470 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 451 | $32.0K | 0.01% | −313−41.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 460 | $32.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 458 | $32.0K | 0.00% | +132+40.5% | Added |
| Achmea Investment Management B.V. | 465 | $32.0K | 0.00% | +465 | New |
| Old North State Trust, LLC | 436 | $31.0K | 0.03% | −65−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 445 | $31.0K | 0.00% | +200+81.6% | Added |
| Parkside Financial Bank & Trust | 429 | $30.0K | 0.01% | −469−52.2% | Reduced |
| Creative Financial Designs Inc | 434 | $30.0K | 0.00% | −246−36.2% | Reduced |
| Oakworth Capital, Inc. | 426 | $30.0K | 0.00% | −45−9.6% | Reduced |
| DB Wealth Management Group, LLC | 435 | $30.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 426 | $30.0K | 0.00% | +12+2.9% | Added |
| Rocky Mountain Advisers, LLC | 424 | $30.0K | 0.04% | +150+54.7% | Added |
| Key Financial Inc | 419 | $29.0K | 0.02% | −146−25.8% | Reduced |
| AGF Investments LLC | 414 | $29.0K | 0.00% | −15−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 415 | $29.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 410 | $29.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 417 | $29.0K | 0.01% | +417 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $28.0K | 0.03% | +400 | New |
| Larson Financial Group LLC | 395 | $28.0K | 0.01% | +4+1.0% | Added |
| Klaas Financial Asset Advisors, LLC | 383 | $27.0K | 0.01% | +5+1.3% | Added |
| Firestone Capital Management | 318 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 377 | $26.0K | 0.01% | +55+17.1% | Added |
| Capital Directions Investment Advisors, LLC | 330 | $23.0K | 0.01% | +120+57.1% | Added |
| Private Ocean, LLC | 315 | $22.0K | 0.00% | −125−28.4% | Reduced |
| CNB Bank | 303 | $21.0K | 0.01% | −350−53.6% | Reduced |
| Barnett & Company, Inc. | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $21.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 294 | $21.0K | 0.00% | +44+17.6% | Added |
| McCarthy Asset Management, Inc. | 272 | $19.0K | 0.01% | +1+0.4% | Added |
| Mascoma Wealth Management LLC | 275 | $19.0K | 0.01% | +275 | New |
| BBVA USA | 252 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 259 | $18.0K | 0.00% | +3+1.2% | Added |
| Kistler-Tiffany Companies, LLC | 254 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 254 | $18.0K | 0.01% | +254 | New |
| Riverview Trust Co | 232 | $16.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 227 | $16.0K | 0.01% | +150+194.8% | Added |
| First Financial Corp | 220 | $15.0K | 0.01% | −200−47.6% | Reduced |
| First Bank & Trust | 219 | $15.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 211 | $15.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 216 | $15.0K | 0.00% | +1+0.5% | Added |
| TFC Financial Management | 215 | $15.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $15.0K | 0.00% | +215 | New |
| FinTrust Capital Advisors, LLC | 202 | $14.0K | 0.00% | −298−59.6% | Reduced |
| Cypress Capital Management LLC (WY) | 200 | $14.0K | 0.01% | −300−60.0% | Reduced |
| Hoey Investments, Inc | 200 | $14.0K | 0.00% | −200−50.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 197 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 194 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 175 | $14.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 191 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 181 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 184 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 181 | $13.0K | 0.00% | +18+11.0% | Added |
| Consolidated Planning Corp | 185 | $13.0K | 0.01% | +185 | New |
| Lagoda Investment Management, L.P. | 170 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 167 | $12.0K | 0.00% | +7+4.4% | Added |
| Pittenger & Anderson Inc | 168 | $12.0K | 0.00% | +100+147.1% | Added |
| Bellevue Asset Management, LLC | 161 | $11.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 157 | $11.0K | 0.01% | +2+1.3% | Added |
| Accel Wealth Management | 157 | $11.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 164 | $11.0K | 0.01% | +102+164.5% | Added |
| Strategic Asset Management, LLC | 138 | $11.0K | 0.02% | +138 | New |
| Lazard Asset Management LLC | 152 | $10.0K | 0.00% | −7,038−97.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 143 | $10.0K | 0.00% | −625−81.4% | Reduced |
| Northern Oak Wealth Management Inc | 143 | $10.0K | 0.00% | −100−41.2% | Reduced |
| Baldwin Brothers Inc | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 156 | $10.0K | 0.00% | +82+110.8% | Added |
| Bell Investment Advisors, Inc | 141 | $10.0K | 0.00% | +141 | New |
| PSI Advisors, LLC | 123 | $9.00K | 0.00% | +123 | New |
| PFG Private Wealth Management, LLC | 125 | $9.00K | 0.01% | +125 | New |
| Truvestments Capital LLC | 118 | $8.00K | 0.00% | −12−9.2% | Reduced |
| American State Bank (Iowa) | 105 | $7.35K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 103 | $7.00K | 0.00% | −138−57.3% | Reduced |
| Assetmark, Inc | 96 | $7.00K | 0.00% | −24−20.0% | Reduced |
| IMA Wealth, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 79 | $6.00K | 0.00% | −17−17.7% | Reduced |
| Dark Forest Capital Management LP | 90 | $6.00K | 0.00% | +84+1,400.0% | Added |
| Glen Eagle Advisors, LLC | 77 | $5.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 76 | $5.32K | 0.00% | 00.0% | Unchanged |