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 |
|---|---|---|---|---|---|
| Richard C. Young & CO., LTD. | 90,304 | $6.32M | 0.87% | +2,209+2.5% | Added |
| Raymond James Trust N.A. | 90,123 | $6.31M | 0.21% | +1,720+1.9% | Added |
| Rockefeller Capital Management L.P. | 89,953 | $6.30M | 0.03% | +5,502+6.5% | Added |
| Spirit of America Management Corp | 88,832 | $6.22M | 1.34% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 88,671 | $6.21M | 0.08% | −991−1.1% | Reduced |
| Bollard Group LLC | 88,336 | $6.19M | 0.20% | +2,188+2.5% | Added |
| Federated Hermes, Inc. | 86,597 | $6.06M | 0.01% | −134,986−60.9% | Reduced |
| Ninety One UK Ltd | 85,226 | $5.97M | 0.02% | −139,469−62.1% | Reduced |
| Hi-Line Capital Management, LLC | 84,238 | $5.90M | 2.11% | +2,477+3.0% | Added |
| Calamos Advisors LLC | 84,213 | $5.90M | 0.03% | +7,430+9.7% | Added |
| Greenwood Capital Associates LLC | 84,136 | $5.89M | 0.91% | +12,481+17.4% | Added |
| M&G Investment Management Ltd | 83,365 | $5.84M | 0.03% | −10,466−11.2% | Reduced |
| Hendley & Co Inc | 83,127 | $5.82M | 2.03% | −215−0.3% | Reduced |
| Cinctive Capital Management LP | 83,111 | $5.82M | 0.32% | −97,388−54.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 81,300 | $5.69M | 0.01% | +81,300 | New |
| British Columbia Investment Management Corp | 80,870 | $5.66M | 0.03% | +90.0% | Added |
| Utah Retirement Systems | 79,167 | $5.54M | 0.07% | −4,200−5.0% | Reduced |
| Squarepoint Ops LLC | 76,386 | $5.35M | 0.04% | −24,375−24.2% | Reduced |
| PEAK6 Investments LLC | 76,284 | $5.34M | 0.11% | −16,642−17.9% | Reduced |
| Cohen & Steers, Inc. | 76,037 | $5.33M | 0.01% | +32,377+74.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,838 | $5.31M | 0.01% | −22,124−22.6% | Reduced |
| Bryn Mawr Trust Co | 75,489 | $5.29M | 0.20% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 26,784 | $5.24M | 1.95% | −433−1.6% | Reduced |
| AXA S.A. | 74,795 | $5.24M | 0.01% | −86,192−53.5% | Reduced |
| Great Lakes Advisors, LLC | 74,527 | $5.22M | 0.08% | −1,105−1.5% | Reduced |
| State of Tennessee, Treasury Department | 73,984 | $5.18M | 0.02% | −4,008−5.1% | Reduced |
| Public Sector Pension Investment Board | 73,945 | $5.18M | 0.03% | +5,310+7.7% | Added |
| Quantbot Technologies LP | 73,002 | $5.11M | 0.37% | +73,002 | New |
| Adams Asset Advisors, LLC | 71,152 | $4.98M | 1.00% | +3,252+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,499 | $4.94M | 0.03% | −3,888−5.2% | Reduced |
| Quadrature Capital Ltd | 69,302 | $4.85M | 0.18% | +33,265+92.3% | Added |
| DT Investment Partners, LLC | 69,171 | $4.84M | 0.65% | +2,156+3.2% | Added |
| Atlantic Union Bankshares Corp | 68,420 | $4.79M | 0.45% | +3,802+5.9% | Added |
| Aristotle Atlantic Partners, LLC | 67,823 | $4.75M | 0.31% | +2,966+4.6% | Added |
| Texas Permanent School Fund | 67,663 | $4.74M | 0.06% | −5,079−7.0% | Reduced |
| Mackay Shields LLC | 67,060 | $4.70M | 0.04% | −1,937−2.8% | Reduced |
| Foundation Resource Management Inc | 66,967 | $4.69M | 1.06% | −260.0% | Reduced |
| Kornitzer Capital Management Inc | 66,258 | $4.64M | 0.07% | −922−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 65,614 | $4.59M | 0.08% | +2,297+3.6% | Added |
| D.A. Davidson & Co. | 65,401 | $4.58M | 0.05% | −1,751−2.6% | Reduced |
| Aigen Investment Management, LP | 65,120 | $4.56M | 0.87% | +65,120 | New |
| Disciplined Investments, LLC | 64,857 | $4.54M | 2.22% | +34,812+115.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 63,980 | $4.48M | 0.87% | −14,037−18.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,833 | $4.47M | 0.05% | −21,692−25.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 63,055 | $4.42M | 1.01% | +8,030+14.6% | Added |
| Robeco Institutional Asset Management B.V. | 62,631 | $4.39M | 0.01% | −3,031−4.6% | Reduced |
| Montgomery Investment Management Inc | 62,502 | $4.38M | 1.63% | +600+1.0% | Added |
| FourThought Financial, LLC | 62,123 | $4.35M | 0.58% | +8,905+16.7% | Added |
| Captrust Financial Advisors | 61,773 | $4.33M | 0.04% | +36,587+145.3% | Added |
| Wintrust Investments LLC | 61,172 | $4.28M | 0.58% | +12,882+26.7% | Added |
| Tweedy, Browne Co LLC | 60,899 | $4.26M | 0.14% | −709−1.2% | Reduced |
| Motco | 60,479 | $4.24M | 0.28% | −23,660−28.1% | Reduced |
| Viking Fund Management LLC | 60,000 | $4.20M | 1.22% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 60,000 | $4.20M | 0.06% | +60,000 | New |
| Fifth Third Bancorp | 58,997 | $4.13M | 0.02% | −1,300−2.2% | Reduced |
| Country Club Trust Company, n.a. | 58,987 | $4.13M | 0.35% | −74−0.1% | Reduced |
| Mutual of America Capital Management LLC | 57,466 | $4.02M | 0.04% | +336+0.6% | Added |
| Alley Co LLC | 57,455 | $4.02M | 0.72% | +1,713+3.1% | Added |
| Cary Street Partners Asset Management LLC | 57,113 | $4.00M | 1.41% | +1,851+3.3% | Added |
| IFM Investors Pty Ltd | 56,963 | $3.99M | 0.08% | +362+0.6% | Added |
| Schroder Investment Management Group | 56,824 | $3.98M | 0.01% | +13,130+30.0% | Added |
| Buckingham Capital Management, Inc. | 56,528 | $3.96M | 0.65% | +1,439+2.6% | Added |
| Icon Advisers Inc | 55,000 | $3.85M | 0.65% | 00.0% | Unchanged |
| Commerce Bank | 55,009 | $3.85M | 0.03% | +3,583+7.0% | Added |
| Visionary Wealth Advisors | 54,248 | $3.80M | 0.39% | +23,782+78.1% | Added |
| Nkcfo LLC | 53,200 | $3.73M | 1.25% | 00.0% | Unchanged |
| Meyer Handelman Co | 53,080 | $3.72M | 0.15% | +2,200+4.3% | Added |
| United Services Automobile Association | 53,051 | $3.71M | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 51,617 | $3.62M | 0.02% | +110.0% | Added |
| D L Carlson Investment Group Inc | 51,524 | $3.61M | 0.63% | −23,408−31.2% | Reduced |
| Metropolitan Life Insurance Co | 51,512 | $3.61M | 0.05% | −1,737−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 51,168 | $3.58M | 0.06% | +887+1.8% | Added |
| Huntington National Bank | 50,921 | $3.56M | 0.04% | +152+0.3% | Added |
| Providence Capital Advisors, LLC | 50,872 | $3.56M | 1.11% | +2,574+5.3% | Added |
| Illinois Municipal Retirement Fund | 50,048 | $3.50M | 0.13% | +28,329+130.4% | Added |
| APG Asset Management N.V. | 57,993 | $3.50M | 0.01% | +18,200+45.7% | Added |
| RBF Capital, LLC | 50,000 | $3.50M | 0.20% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 50,000 | $3.50M | 0.33% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 49,378 | $3.46M | 0.09% | +7,245+17.2% | Added |
| Simmons Bank | 49,203 | $3.45M | 0.25% | −898−1.8% | Reduced |
| Chatham Capital Group, Inc. | 49,147 | $3.44M | 0.66% | −1,535−3.0% | Reduced |
| Royal Fund Management, LLC | 49,145 | $3.44M | 0.55% | −10,396−17.5% | Reduced |
| Kestra Advisory Services, LLC | 48,539 | $3.40M | 0.03% | −22,472−31.6% | Reduced |
| Veritable, L.P. | 48,131 | $3.37M | 0.05% | +1,888+4.1% | Added |
| Trexquant Investment LP | 48,143 | $3.37M | 0.27% | +32,536+208.5% | Added |
| Morgan Dempsey Capital Management LLC | 48,084 | $3.37M | 1.11% | −2,446−4.8% | Reduced |
| Rothschild Investment Corp | 47,848 | $3.35M | 0.28% | +19,670+69.8% | Added |
| Hartford Investment Management Co | 47,627 | $3.33M | 0.09% | −5,449−10.3% | Reduced |
| Nissay Asset Management Corp | 47,585 | $3.33M | 0.03% | +2,188+4.8% | Added |
| MUFG Americas Holdings Corp | 47,322 | $3.31M | 0.06% | +2,364+5.3% | Added |
| Alpha Omega Wealth Management LLC | 47,200 | $3.31M | 0.54% | −5,471−10.4% | Reduced |
| Rodgers Brothers Inc. | 46,978 | $3.29M | 0.66% | −1,000−2.1% | Reduced |
| Telos Capital Management, Inc. | 45,918 | $3.22M | 0.44% | +3,091+7.2% | Added |
| Beacon Financial Group | 45,804 | $3.20M | 0.44% | +1,166+2.6% | Added |
| First Trust Advisors LP | 45,565 | $3.19M | 0.00% | −45,504−50.0% | Reduced |
| Brown Advisory Inc | 45,503 | $3.19M | 0.00% | +1,033+2.3% | Added |
| Stratos Wealth Advisors, LLC | 45,379 | $3.18M | 0.27% | +8,483+23.0% | Added |
| FDx Advisors, Inc. | 45,157 | $3.16M | 0.10% | +3,640+8.8% | Added |
| Advisory Services Network, LLC | 44,766 | $3.13M | 0.10% | −4,531−9.2% | Reduced |
| Fluent Financial, LLC | 44,016 | $3.08M | 1.31% | +2,714+6.6% | Added |