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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 33,492 | $1.74M | 0.08% | +29,570+754.0% | Added |
| Thompson Siegel & Walmsley LLC | 24,425 | $1.71M | 0.02% | +435+1.8% | Added |
| Daiwa Securities Group Inc. | 24,288 | $1.70M | 0.01% | +826+3.5% | Added |
| Argyle Capital Management Inc. | 24,235 | $1.70M | 0.56% | +750+3.2% | Added |
| Corient Capital Partners, LLC | 24,086 | $1.69M | 0.12% | +2,510+11.6% | Added |
| Strategic Financial Services, Inc, | 23,862 | $1.67M | 0.13% | −5,727−19.4% | Reduced |
| Van Eck Associates Corp | 23,639 | $1.66M | 0.00% | +784+3.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 23,579 | $1.65M | 0.19% | +998+4.4% | Added |
| TD Private Client Wealth LLC | 23,573 | $1.65M | 0.07% | −103−0.4% | Reduced |
| Annex Advisory Services, LLC | 23,515 | $1.65M | 0.13% | +2,438+11.6% | Added |
| Orleans Capital Management Corp | 23,295 | $1.63M | 1.04% | −2,810−10.8% | Reduced |
| Blair William & Co | 23,120 | $1.62M | 0.01% | +4,101+21.6% | Added |
| City Holding Co | 22,984 | $1.61M | 0.27% | +320+1.4% | Added |
| Venture Visionary Partners LLC | 22,802 | $1.59M | 0.11% | +4,857+27.1% | Added |
| Wilen Investment Management Corp. | 22,666 | $1.57M | 1.29% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 22,492 | $1.57M | 0.27% | +230+1.0% | Added |
| SWS Partners | 22,362 | $1.57M | 0.97% | +3,363+17.7% | Added |
| AE Wealth Management LLC | 22,235 | $1.56M | 0.01% | +3,932+21.5% | Added |
| Xponance, Inc. | 22,130 | $1.55M | 0.03% | −2,107−8.7% | Reduced |
| Exencial Wealth Advisors, LLC | 22,085 | $1.55M | 0.07% | +443+2.0% | Added |
| Citizens National Bank Trust Department | 22,011 | $1.54M | 0.44% | −50−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 21,965 | $1.54M | 0.34% | +1,072+5.1% | Added |
| Koshinski Asset Management, Inc. | 21,865 | $1.53M | 0.13% | +6,362+41.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 21,765 | $1.52M | 0.02% | +21,765 | New |
| Baxter Bros Inc | 21,660 | $1.52M | 0.24% | −636−2.9% | Reduced |
| Quantitative Investment Management, LLC | 21,663 | $1.52M | 0.14% | +21,663 | New |
| Green Square Capital Advisors LLC | 21,421 | $1.50M | 0.34% | +970+4.7% | Added |
| Neville Rodie & Shaw Inc | 21,372 | $1.50M | 0.12% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 21,351 | $1.50M | 0.05% | −794−3.6% | Reduced |
| Profund Advisors LLC | 21,245 | $1.49M | 0.05% | −5,066−19.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 21,102 | $1.48M | 0.02% | +674+3.3% | Added |
| SG3 Management, LLC | 21,000 | $1.47M | 0.52% | +21,000 | New |
| Leonteq Securities AG | 20,925 | $1.47M | 0.08% | +16,805+407.9% | Added |
| Hartford Financial Management Inc. | 20,867 | $1.46M | 0.37% | +10.0% | Added |
| Cheviot Value Management, LLC | 20,479 | $1.43M | 0.37% | −77−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,380 | $1.43M | 0.02% | +197+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 18,342 | $1.43M | 0.05% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 20,415 | $1.43M | 0.29% | +3,750+22.5% | Added |
| Charter Trust Co | 20,269 | $1.42M | 0.13% | +97+0.5% | Added |
| Stratos Wealth Partners, LTD. | 20,044 | $1.40M | 0.04% | +2,540+14.5% | Added |
| Carret Asset Management, LLC | 19,908 | $1.39M | 0.17% | +200+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,893 | $1.39M | 0.03% | +80.0% | Added |
| Somerset Trust Co | 19,850 | $1.39M | 0.57% | −425−2.1% | Reduced |
| Nomura Holdings Inc | 19,088 | $1.39M | 0.01% | +12,174+176.1% | Added |
| Ingalls & Snyder LLC | 19,490 | $1.36M | 0.06% | −375−1.9% | Reduced |
| Thrivent Financial for Lutherans | 19,238 | $1.35M | 0.00% | +72+0.4% | Added |
| Cardinal Capital Management | 19,156 | $1.34M | 0.29% | +378+2.0% | Added |
| Fernwood Investment Management, LLC | 19,109 | $1.34M | 0.46% | +400+2.1% | Added |
| HBK Sorce Advisory LLC | 19,088 | $1.34M | 0.07% | +244+1.3% | Added |
| Financial Counselors Inc | 18,887 | $1.32M | 0.03% | +133+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,831 | $1.32M | 0.06% | +18,831 | New |
| Wedbush Securities Inc | 18,797 | $1.32M | 0.06% | +787+4.4% | Added |
| Mattern Wealth Management LLC | 18,721 | $1.31M | 0.44% | −298−1.6% | Reduced |
| Polar Asset Management Partners Inc. | 18,685 | $1.31M | 0.02% | +18,685 | New |
| Icon Wealth Partners, LLC | 18,569 | $1.30M | 0.14% | −208−1.1% | Reduced |
| TownSquare Capital, LLC | 18,456 | $1.29M | 0.04% | +1,838+11.1% | Added |
| Auxier Asset Management | 18,412 | $1.29M | 0.22% | +100+0.5% | Added |
| Winton Group Ltd | 18,379 | $1.29M | 0.07% | −4,459−19.5% | Reduced |
| Tiaa, FSB | 18,351 | $1.29M | 0.00% | −1,479−7.5% | Reduced |
| Tdam USA Inc. | 18,350 | $1.28M | 0.08% | −469−2.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.28M | 0.17% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,974 | $1.28M | 0.08% | +9,389+109.4% | Added |
| Fma Advisory Inc | 18,145 | $1.27M | 0.47% | −462−2.5% | Reduced |
| Curbstone Financial Management Corp | 18,106 | $1.27M | 0.24% | +214+1.2% | Added |
| Moser Wealth Advisors, LLC | 18,008 | $1.26M | 0.81% | +757+4.4% | Added |
| Sonora Investment Management, LLC | 17,881 | $1.25M | 0.16% | +1,425+8.7% | Added |
| American Century Companies Inc | 17,851 | $1.25M | 0.00% | +3,604+25.3% | Added |
| Nikko Asset Management Americas, Inc. | 17,644 | $1.23M | 0.01% | −1,360−7.2% | Reduced |
| Cetera Advisors LLC | 17,476 | $1.22M | 0.02% | +1,913+12.3% | Added |
| Dowling & Yahnke LLC | 17,451 | $1.22M | 0.07% | −169−1.0% | Reduced |
| XML Financial, LLC | 17,442 | $1.22M | 0.16% | +17,442 | New |
| Telemus Capital, LLC | 17,369 | $1.22M | 0.10% | +1,647+10.5% | Added |
| Jane Street Group, LLC | 17,356 | $1.22M | 0.00% | −19,889−53.4% | Reduced |
| Patten & Patten Inc | 17,353 | $1.22M | 0.09% | +257+1.5% | Added |
| Community Bank & Trust, Waco, Texas | 17,319 | $1.21M | 0.39% | +381+2.2% | Added |
| Bowling Portfolio Management LLC | 17,238 | $1.21M | 0.27% | −157−0.9% | Reduced |
| Terry L. Blaker | 17,209 | $1.21M | 0.08% | +250+1.5% | Added |
| Intrust Bank NA | 17,172 | $1.20M | 0.16% | +170+1.0% | Added |
| OPSEU Pension Plan Trust Fund | 16,740 | $1.20M | 0.30% | −255−1.5% | Reduced |
| Point72 Hong Kong Ltd | 17,128 | $1.20M | 0.09% | +11,085+183.4% | Added |
| CFM Wealth Partners LLC | 17,061 | $1.19M | 0.30% | +70.0% | Added |
| Laird Norton Trust Company, LLC | 17,036 | $1.19M | 0.12% | +17,036 | New |
| Dynamic Advisor Solutions LLC | 17,027 | $1.19M | 0.09% | +7,375+76.4% | Added |
| Arvest Bank Trust Division | 17,001 | $1.19M | 0.07% | −2,825−14.2% | Reduced |
| Nwam LLC | 16,918 | $1.19M | 0.11% | +2,754+19.4% | Added |
| Dynamic Technology Lab Private Ltd | 16,927 | $1.19M | 0.14% | +16,927 | New |
| Northside Capital Management, LLC | 16,848 | $1.18M | 0.32% | 00.0% | Unchanged |
| Advisor Partners LLC | 16,515 | $1.16M | 0.08% | −1,394−7.8% | Reduced |
| B. Riley Wealth Management, Inc. | 16,425 | $1.15M | 0.09% | +10,511+177.7% | Added |
| Everett Harris & Co | 16,342 | $1.14M | 0.02% | −250−1.5% | Reduced |
| Tower Bridge Advisors | 16,072 | $1.13M | 0.08% | −500−3.0% | Reduced |
| Bailard, Inc. | 15,822 | $1.11M | 0.04% | +310+2.0% | Added |
| Lee Danner & Bass Inc | 15,806 | $1.11M | 0.10% | −567−3.5% | Reduced |
| First Hawaiian Bank | 15,774 | $1.10M | 0.05% | −51−0.3% | Reduced |
| Harbour Investment Management LLC | 15,465 | $1.08M | 0.55% | −25−0.2% | Reduced |
| Strategic Advisors LLC | 15,439 | $1.08M | 0.23% | −96−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 15,339 | $1.07M | 0.60% | +15,339 | New |
| Credit Agricole S A | 14,828 | $1.04M | 0.04% | +6,367+75.3% | Added |
| Cowa, LLC | 14,182 | $1.03M | 0.59% | −35,200−71.3% | Reduced |
| Synovus Financial Corp | 14,517 | $1.02M | 0.01% | +412+2.9% | Added |