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 |
|---|---|---|---|---|---|
| Cutler Group LP | 14,561 | $1.02M | 0.08% | +11,266+341.9% | Added |
| Versor Investments LP | 14,448 | $1.01M | 0.03% | +10,522+268.0% | Added |
| Sowell Financial Services LLC | 14,422 | $1.01M | 0.07% | −2,213−13.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,299 | $1.00M | 0.09% | +943+7.1% | Added |
| Shell Asset Management Co | 14,184 | $993.0K | 0.02% | −453−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 14,147 | $991.0K | 0.09% | +40+0.3% | Added |
| Hancock Whitney Corp | 14,055 | $985.0K | 0.03% | −688−4.7% | Reduced |
| Caxton Associates LP | 14,000 | $980.0K | 0.14% | +14,000 | New |
| Logan Capital Management Inc | 13,989 | $979.0K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13,905 | $974.0K | 0.02% | +185+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 13,905 | $973.8K | 0.02% | +185+1.3% | Added |
| Clearbridge Investments, LLC | 13,806 | $967.0K | 0.00% | −15,338−52.6% | Reduced |
| Armor Investment Advisors, LLC | 13,703 | $960.0K | 0.60% | −1,003−6.8% | Reduced |
| Mather Group, LLC. | 13,669 | $957.0K | 0.02% | +7,711+129.4% | Added |
| Burney Co | 13,585 | $951.0K | 0.04% | +3,250+31.4% | Added |
| Community Bank, N.A. | 13,517 | $947.0K | 0.12% | +292+2.2% | Added |
| Cigna Investments Inc | 13,455 | $942.0K | 0.07% | −200−1.5% | Reduced |
| Parallel Advisors, LLC | 13,452 | $942.0K | 0.04% | +2,806+26.4% | Added |
| Evercore Wealth Management, LLC | 13,390 | $938.0K | 0.02% | −1,300−8.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,380 | $937.0K | 0.46% | −64−0.5% | Reduced |
| Haverford Trust Co | 13,157 | $921.0K | 0.01% | +88+0.7% | Added |
| Cetera Investment Advisers | 13,104 | $918.0K | 0.01% | −65−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,109 | $918.0K | 0.07% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 13,056 | $914.0K | 0.06% | −1,154−8.1% | Reduced |
| Palladium Partners LLC | 13,054 | $914.0K | 0.04% | −721−5.2% | Reduced |
| Pinebridge Investments, L.P. | 13,043 | $913.0K | 0.01% | −2,592−16.6% | Reduced |
| Independent Financial Group, LLC | 13,011 | $911.2K | 0.09% | +5,305+68.8% | Added |
| Tower Research Capital LLC (TRC) | 12,865 | $901.0K | 0.02% | −7,868−37.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,732 | $892.0K | 0.64% | +267+2.1% | Added |
| Cypress Capital Group | 12,698 | $889.0K | 0.12% | −102−0.8% | Reduced |
| Hoylecohen, LLC | 12,651 | $886.0K | 0.08% | −165−1.3% | Reduced |
| Bangor Savings Bank | 12,634 | $885.0K | 0.09% | +1,062+9.2% | Added |
| Ar Asset Management Inc | 12,600 | $882.0K | 0.25% | +3,000+31.3% | Added |
| BBR Partners, LLC | 12,572 | $880.0K | 0.07% | −1,371−9.8% | Reduced |
| Guyasuta Investment Advisors Inc | 12,565 | $880.0K | 0.06% | +193+1.6% | Added |
| Boyd Watterson Asset Management LLC | 12,556 | $879.0K | 0.32% | +141+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 12,541 | $878.0K | 0.26% | +2,455+24.3% | Added |
| Bristol John W & Co Inc | 12,500 | $875.0K | 0.02% | 00.0% | Unchanged |
| Doheny Asset Management | 12,472 | $873.0K | 0.62% | −2,100−14.4% | Reduced |
| Greytown Advisors Inc. | 12,449 | $872.0K | 0.39% | +2,489+25.0% | Added |
| Fruth Investment Management | 12,445 | $871.0K | 0.27% | 00.0% | Unchanged |
| Man Group plc | 12,434 | $871.0K | 0.00% | +12,434 | New |
| IBM Retirement Fund | 12,410 | $869.0K | 0.07% | +74+0.6% | Added |
| Silvant Capital Management LLC | 12,378 | $867.0K | 0.15% | −1,127−8.3% | Reduced |
| Barry Investment Advisors, LLC | 12,363 | $866.0K | 0.24% | +23+0.2% | Added |
| Resource Management, LLC | 12,295 | $861.0K | 0.10% | −42−0.3% | Reduced |
| Bessemer Group Inc | 12,214 | $856.0K | 0.00% | +1,450+13.5% | Added |
| Fiduciary Trust Co | 12,212 | $855.0K | 0.02% | −60.0% | Reduced |
| Boston Trust Walden Corp | 12,168 | $852.0K | 0.01% | −702−5.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,063 | $845.0K | 0.15% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 11,930 | $835.0K | 0.06% | +251+2.1% | Added |
| Kestra Private Wealth Services, LLC | 11,910 | $834.0K | 0.05% | +1,277+12.0% | Added |
| HAP Trading, LLC | 11,849 | $830.0K | 0.06% | +11,849 | New |
| Pavion Blue Capital, LLC | 11,838 | $829.0K | 0.52% | +10.0% | Added |
| Sigma Planning Corp | 11,812 | $827.0K | 0.03% | −1,202−9.2% | Reduced |
| Jeppson Wealth Management, LLC | 11,810 | $827.0K | 0.43% | +675+6.1% | Added |
| Exeter Financial, LLC | 11,800 | $826.0K | 0.49% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,769 | $824.0K | 0.13% | −79−0.7% | Reduced |
| First Quadrant L P | 11,685 | $818.0K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,635 | $815.0K | 0.02% | −1,541−11.7% | Reduced |
| MAI Capital Management | 11,629 | $814.0K | 0.02% | +626+5.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,531 | $808.0K | 0.09% | +135+1.2% | Added |
| Spire Wealth Management | 11,518 | $807.0K | 0.02% | +99+0.9% | Added |
| South State Corp. | 11,375 | $796.0K | 0.07% | −181−1.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,278 | $790.0K | 0.05% | −499−4.2% | Reduced |
| Capital Advisors Inc | 11,281 | $790.0K | 0.02% | −59−0.5% | Reduced |
| Kesler, Norman & Wride, LLC | 11,288 | $790.0K | 0.19% | +237+2.1% | Added |
| Paragon Capital Management LLC | 11,179 | $783.0K | 0.41% | +141+1.3% | Added |
| National Asset Management, Inc. | 11,113 | $779.0K | 0.02% | +463+4.3% | Added |
| IFP Advisors, Inc | 11,012 | $775.0K | 0.02% | −1,003−8.3% | Reduced |
| 17 Capital Partners, LLC | 11,062 | $775.0K | 0.73% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 11,062 | $775.0K | 0.01% | +123+1.1% | Added |
| Stephens Inc | 10,985 | $769.0K | 0.01% | −132−1.2% | Reduced |
| Echo Street Capital Management LLC | 10,905 | $764.0K | 0.01% | +2,423+28.6% | Added |
| O'Shaughnessy Asset Management, LLC | 10,805 | $758.0K | 0.02% | −13,719−55.9% | Reduced |
| V Wealth Advisors LLC | 10,789 | $755.0K | 0.12% | −53−0.5% | Reduced |
| Inscription Capital, LLC | 10,768 | $754.0K | 0.24% | −15,637−59.2% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $748.0K | 0.07% | +109+1.2% | Added |
| Hudson Valley Investment Advisors Inc | 10,585 | $741.0K | 0.13% | −499−4.5% | Reduced |
| Resources Management Corp | 10,530 | $737.0K | 0.11% | +740+7.6% | Added |
| Cannell Peter B & Co Inc | 10,479 | $734.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 10,460 | $733.0K | 0.06% | −1,137−9.8% | Reduced |
| CAPROCK Group, Inc. | 10,406 | $729.0K | 0.07% | +6,139+143.9% | Added |
| Lincoln National Corp | 10,357 | $726.0K | 0.02% | +679+7.0% | Added |
| Optimal Asset Management, Inc. | 10,335 | $724.0K | 0.09% | +13+0.1% | Added |
| Sunbelt Securities, Inc. | 9,722 | $724.0K | 0.13% | 00.0% | Unchanged |
| First Mercantile Trust Co | 10,264 | $719.0K | 0.10% | −398−3.7% | Reduced |
| FORA Capital, LLC | 10,263 | $719.0K | 0.18% | +4,459+76.8% | Added |
| SG Americas Securities, LLC | 10,258 | $718.0K | 0.00% | −111,143−91.6% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 9,826 | $713.0K | 0.09% | +240+2.5% | Added |
| First National Trust Co | 10,140 | $710.0K | 0.04% | +85+0.8% | Added |
| Centiva Capital, LP | 9,974 | $698.0K | 0.06% | +9,974 | New |
| YHB Investment Advisors, Inc. | 9,937 | $696.0K | 0.06% | +783+8.6% | Added |
| Fairfield, Bush & Co. | 9,920 | $695.0K | 0.23% | −1,400−12.4% | Reduced |
| Stillwater Investment Management, LLC | 9,836 | $689.0K | 0.18% | −141−1.4% | Reduced |
| Homrich & Berg | 9,818 | $688.0K | 0.02% | +606+6.6% | Added |
| Engineers Gate Manager LP | 9,750 | $683.0K | 0.04% | +9,750 | New |
| Investors Research Corp | 9,723 | $681.0K | 0.23% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 9,708 | $680.0K | 0.78% | +9,708 | New |
| Penobscot Investment Management Company, Inc. | 9,689 | $679.0K | 0.10% | −990−9.3% | Reduced |