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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 103 | $5.00K | 0.00% | −610−85.6% | Reduced |
| HighMark Wealth Management LLC | 66 | $5.00K | 0.00% | −43−39.4% | Reduced |
| Albion Financial Group | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 77 | $5.00K | 0.00% | +17+28.3% | Added |
| Kelly Financial Services LLC | 69 | $4.83K | 0.00% | −5,853−98.8% | Reduced |
| Financial Perspectives, Inc | 63 | $4.41K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 61 | $4.00K | 0.00% | +18+41.9% | Added |
| Heritage Wealth Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 54 | $4.00K | 0.00% | +54 | New |
| Optiver Holding B.V. | 64 | $4.00K | 0.00% | +64 | New |
| FAI Wealth Management | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 31 | $2.00K | 0.00% | −100−76.3% | Reduced |
| Column Capital Advisors, LLC | 34 | $2.00K | 0.00% | −28−45.2% | Reduced |
| Horrell Capital Management, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Bogart Wealth, LLC | 15 | $1.00K | 0.00% | −139−90.3% | Reduced |
| Delta Asset Management LLC | 17 | $1.00K | 0.00% | −22−56.4% | Reduced |
| Johnson Midwest Financial, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13 | $1.00K | 0.00% | +13 | New |
| Clear Perspectives Financial Planning, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Exane Derivatives | 10 | $700 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $210 | 0.00% | – | – |
| Center for Financial Planning, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 5 | $0 | 0.00% | +5 | New |
| Carderock Capital Management Inc | 1 | $0 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 45 | $0 | 0.00% | +45 | New |
| Cordant, Inc. | 4 | $0 | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Westside Investment Management, Inc. | 1,591 | – | – | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −24,343−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −202,000−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −146,657−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −121,351−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −110,888−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −107,500−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −97,740−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −73,010−100.0% | Sold out |
| Sitrin Capital Management LLC | 0 | $0 | 0.00% | −63,047−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −38,273−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −41,042−100.0% | Sold out |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −31,939−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,427−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −29,150−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −28,863−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −18,946−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −17,375−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −17,434−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −15,749−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −13,115−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −10,703−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −10,312−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,153−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −9,189−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −6,572−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −6,315−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −5,378−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −5,143−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,052−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,559−100.0% | Sold out |
| Folger Nolan Fleming Douglas Capital Management, Inc | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,173−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −3,559−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |