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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 43,673 | $3.06M | 0.06% | −233−0.5% | Reduced |
| FIL Ltd | 43,530 | $3.05M | 0.00% | +16,512+61.1% | Added |
| Mirador Capital Partners LP | 43,405 | $3.04M | 0.69% | +12,717+41.4% | Added |
| Candriam Luxembourg S.C.A. | 43,103 | $3.02M | 0.02% | +4,190+10.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 42,810 | $3.00M | 0.99% | −210.0% | Reduced |
| Wealthfront Advisers LLC | 42,194 | $2.96M | 0.01% | +18,875+80.9% | Added |
| Private Advisor Group, LLC | 41,794 | $2.93M | 0.02% | +14,881+55.3% | Added |
| Stolper Co | 40,712 | $2.85M | 1.36% | +136+0.3% | Added |
| Simplex Trading, LLC | 32,321 | $2.81M | 0.10% | +507+1.6% | Added |
| CIBC Asset Management Inc | 39,734 | $2.78M | 0.01% | +1,254+3.3% | Added |
| HM Payson & Co | 39,704 | $2.78M | 0.07% | −1,100−2.7% | Reduced |
| Marco Investment Management LLC | 39,584 | $2.77M | 0.31% | +4,167+11.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,226 | $2.75M | 0.06% | +2,204+6.0% | Added |
| Ensign Peak Advisors, Inc | 39,103 | $2.74M | 0.01% | −71,470−64.6% | Reduced |
| Fiera Capital Corp | 39,023 | $2.73M | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 38,636 | $2.71M | 0.03% | +38,636 | New |
| People's United Financial, Inc. | 38,213 | $2.68M | 0.06% | −12,518−24.7% | Reduced |
| Pinnacle Associates Ltd | 37,965 | $2.66M | 0.05% | −93−0.2% | Reduced |
| Alta Capital Management LLC | 37,507 | $2.63M | 0.15% | −33,676−47.3% | Reduced |
| Becker Capital Management Inc | 37,436 | $2.62M | 0.11% | −833−2.2% | Reduced |
| Umb Bank N A | 37,442 | $2.62M | 0.06% | −771−2.0% | Reduced |
| Norinchukin Bank, The | 37,409 | $2.62M | 0.04% | +1,179+3.3% | Added |
| Regentatlantic Capital LLC | 37,249 | $2.61M | 0.08% | +772+2.1% | Added |
| Westpac Banking Corp | 37,001 | $2.59M | 0.03% | 00.0% | Unchanged |
| ING Groep NV | 36,771 | $2.58M | 0.03% | +809+2.2% | Added |
| McDonald Partners LLC | 36,669 | $2.57M | 0.60% | +993+2.8% | Added |
| Oregon Public Employees Retirement Fund | 36,660 | $2.57M | 0.03% | +348+1.0% | Added |
| Farmers & Merchants Investments Inc | 36,574 | $2.56M | 0.11% | −799−2.1% | Reduced |
| Brookstone Capital Management | 31,282 | $2.56M | 0.05% | +5,915+23.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 36,500 | $2.56M | 0.03% | +36,500 | New |
| Securian Asset Management, Inc | 36,439 | $2.55M | 0.05% | −419−1.1% | Reduced |
| Capitolis Advisors LLC | 31,552 | $2.55M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 36,228 | $2.54M | 0.00% | +4,438+14.0% | Added |
| Leavell Investment Management, Inc. | 35,932 | $2.52M | 0.19% | −3,153−8.1% | Reduced |
| Colonial Trust Advisors | 35,637 | $2.50M | 0.31% | +164+0.5% | Added |
| Varma Mutual Pension Insurance Co | 35,648 | $2.50M | 0.04% | +8,104+29.4% | Added |
| Shorepoint Capital Partners LLC | 35,322 | $2.47M | 1.11% | +35,322 | New |
| Heritage Trust Co | 35,091 | $2.46M | 0.35% | −552−1.5% | Reduced |
| First American Bank | 34,714 | $2.43M | 0.14% | +4,907+16.5% | Added |
| Gladstone Institutional Advisory LLC | 34,645 | $2.43M | 0.24% | +5,883+20.5% | Added |
| First National Bank of Omaha | 34,562 | $2.42M | 0.12% | −1,316−3.7% | Reduced |
| Brinker Capital Investments, LLC | 28,140 | $2.42M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 34,205 | $2.40M | 0.05% | +221+0.7% | Added |
| Atria Investments LLC | 34,066 | $2.39M | 0.04% | −4,186−10.9% | Reduced |
| Cetera Advisor Networks LLC | 33,978 | $2.38M | 0.03% | +1,373+4.2% | Added |
| Segall Bryant & Hamill, LLC | 33,886 | $2.37M | 0.02% | +1,777+5.5% | Added |
| Citizens Business Bank | 33,700 | $2.36M | 0.31% | +16,455+95.4% | Added |
| Opus Investment Management Inc | 33,489 | $2.35M | 0.36% | 00.0% | Unchanged |
| Davenport & Co LLC | 33,312 | $2.33M | 0.02% | −4,826−12.7% | Reduced |
| Marathon Capital Management | 33,295 | $2.33M | 0.53% | +1,350+4.2% | Added |
| Maryland State Retirement & Pension System | 33,413 | $2.32M | 0.07% | 00.0% | Unchanged |
| Twin Tree Management, LP | 33,166 | $2.32M | 0.07% | +33,166 | New |
| STRS Ohio | 32,781 | $2.29M | 0.01% | +9,355+39.9% | Added |
| Canal Insurance CO | 32,500 | $2.28M | 0.78% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 32,050 | $2.24M | 0.11% | +369+1.2% | Added |
| Capstone Investment Advisors, LLC | 31,885 | $2.23M | 0.04% | +31,885 | New |
| Occudo Quantitative Strategies LP | 31,877 | $2.23M | 0.27% | +31,877 | New |
| Cerity Partners LLC | 31,714 | $2.22M | 0.05% | +1,801+6.0% | Added |
| Pearl River Capital, LLC | 31,721 | $2.22M | 0.60% | +24,384+332.3% | Added |
| Trustmark National Bank Trust Department | 31,700 | $2.22M | 0.18% | −3,525−10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 31,095 | $2.18M | 0.01% | −2,686−8.0% | Reduced |
| Elo Mutual Pension Insurance Co | 30,683 | $2.15M | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 30,670 | $2.15M | 0.01% | +7,423+31.9% | Added |
| Panagora Asset Management Inc | 30,551 | $2.14M | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 28,909 | $2.02M | 0.16% | −178−0.6% | Reduced |
| New Mexico Educational Retirement Board | 28,628 | $2.00M | 0.07% | −500−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 28,628 | $2.00M | 0.67% | −235−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 28,526 | $2.00M | 0.08% | −347−1.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,506 | $2.00M | 0.39% | +1,857+7.0% | Added |
| Central Trust Co | 28,364 | $1.99M | 0.07% | −706−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 28,339 | $1.98M | 0.07% | −305−1.1% | Reduced |
| Pacer Advisors, Inc. | 28,172 | $1.97M | 0.03% | −2,723−8.8% | Reduced |
| World Asset Management Inc | 27,821 | $1.95M | 0.19% | +136+0.5% | Added |
| Level Four Advisory Services, LLC | 27,816 | $1.95M | 0.20% | +1,691+6.5% | Added |
| Prio Wealth Limited Partnership | 27,419 | $1.92M | 0.06% | −4,074−12.9% | Reduced |
| Louisiana State Employees Retirement System | 27,300 | $1.91M | 0.05% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,301 | $1.91M | 0.60% | 00.0% | Unchanged |
| Fundamentun, LLC | 27,059 | $1.90M | 0.33% | +5,266+24.2% | Added |
| Johnson Investment Counsel Inc | 26,904 | $1.88M | 0.03% | +1,008+3.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,881 | $1.88M | 0.09% | +49+0.2% | Added |
| Two Sigma Advisers, LP | 26,799 | $1.88M | 0.00% | +26,799 | New |
| Poehling Capital Management, LLC | 26,713 | $1.87M | 0.63% | +303+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 26,680 | $1.87M | 0.07% | −3,621−12.0% | Reduced |
| Marshall Wace North America L.P. | 26,460 | $1.85M | 0.01% | +26,460 | New |
| Shelton Capital Management | 26,451 | $1.85M | 0.07% | −22,850−46.3% | Reduced |
| Principle Wealth Partners LLC | 26,405 | $1.85M | 0.21% | 00.0% | Unchanged |
| Unison Advisors LLC | 26,303 | $1.84M | 0.46% | −6,446−19.7% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 26,177 | $1.83M | 0.59% | +1,228+4.9% | Added |
| NewSquare Capital LLC | 26,089 | $1.83M | 0.21% | −5,474−17.3% | Reduced |
| Garrison Asset Management, LLC | 26,030 | $1.82M | 1.11% | +1,957+8.1% | Added |
| Mackenzie Financial Corp | 25,867 | $1.81M | 0.00% | +8,138+45.9% | Added |
| Kentucky Retirement Systems | 25,799 | $1.81M | 0.09% | +302+1.2% | Added |
| Compagnie Lombard Odier SCmA | 25,749 | $1.80M | 0.04% | +4,457+20.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 25,638 | $1.79M | 0.98% | −2,329−8.3% | Reduced |
| Regions Financial Corp | 25,339 | $1.77M | 0.02% | −3,921−13.4% | Reduced |
| German American Bancorp, Inc. | 25,184 | $1.76M | 0.27% | +396+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 25,115 | $1.76M | 0.06% | −1,228−4.7% | Reduced |
| First Nebraska Trust Co | 25,066 | $1.76M | 0.23% | +3,582+16.7% | Added |
| Cullen/Frost Bankers, Inc. | 24,951 | $1.75M | 0.04% | +290+1.2% | Added |
| Algert Global LLC | 24,872 | $1.74M | 0.23% | +24,872 | New |