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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −2,896−100.0% | Sold out |
| Townsend Asset Management Corp | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Cadinha & Co LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Rossmore Private Capital | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Capital One Financial Corp | 0 | $0 | 0.00% | −2,726−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| Norman Fields, Gottscho Capital Management, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Plimoth Trust Co LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Azimuth Capital Management LLC | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| W.G. Shaheen & Associates DBA Whitney & Co | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Moller Financial Services | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Paradigm Financial Advisors, LLC | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Hurlow Wealth Management Group, Inc. | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Flagship Private Wealth, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Arcadia Investment Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Hikari Tsushin, Inc. | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Nachman Norwood & Parrott, Inc | – | – | – | – | Not filed |