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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 8,220 | $679.0K | 0.13% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 9,652 | $676.0K | 0.14% | +114+1.2% | Added |
| Stock Yards Bank & Trust Co | 9,591 | $672.0K | 0.04% | −200−2.0% | Reduced |
| Energy Opportunities Capital Management, LLC | 9,500 | $665.0K | 1.71% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,493 | $665.0K | 0.03% | +236+2.5% | Added |
| Alpine Woods Capital Investors, LLC | 9,500 | $665.0K | 0.07% | +9,500 | New |
| Wetherby Asset Management Inc | 9,470 | $663.0K | 0.04% | +65+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 9,386 | $657.3K | 0.01% | +6,380+212.2% | Added |
| Eudaimonia Partners, LLC | 9,375 | $657.0K | 0.12% | +15+0.2% | Added |
| Adirondack Trust Co | 8,725 | $653.0K | 0.31% | +91+1.1% | Added |
| IndexIQ Advisors LLC | 9,227 | $646.0K | 0.02% | +1,613+21.2% | Added |
| Delta Financial Advisors LLC | 9,201 | $644.0K | 0.29% | +20.0% | Added |
| Tiedemann Advisors, LLC | 9,156 | $642.0K | 0.03% | −124−1.3% | Reduced |
| Cypress Capital Management LLC | 7,466 | $641.0K | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,089 | $636.0K | 0.08% | +303+3.4% | Added |
| Granite Investment Advisors, LLC | 9,074 | $635.0K | 0.10% | −1,000−9.9% | Reduced |
| Ferris Capital, LLC | 8,125 | $633.0K | 0.14% | +8,125 | New |
| Moody National Bank Trust Division | 9,030 | $632.0K | 0.01% | +12+0.1% | Added |
| Old Dominion Capital Management Inc | 9,025 | $632.0K | 0.14% | +316+3.6% | Added |
| Caldwell Trust Co | 8,990 | $629.6K | 0.08% | 00.0% | Unchanged |
| DCM Advisors, LLC | 8,972 | $628.0K | 0.24% | +8,972 | New |
| Longfellow Investment Management Co LLC | 8,950 | $627.0K | 0.10% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,604 | $625.0K | 0.07% | 00.0% | Unchanged |
| X-Square Capital, LLC | 8,915 | $624.0K | 0.32% | +711+8.7% | Added |
| Islay Capital Management, LLC | 8,877 | $622.0K | 0.48% | −304−3.3% | Reduced |
| Heron Financial Group, LLC | 8,876 | $622.0K | 0.35% | +69+0.8% | Added |
| Valeo Financial Advisors, LLC | 8,838 | $619.0K | 0.04% | +3,915+79.5% | Added |
| Bank of Hawaii | 8,806 | $617.0K | 0.03% | −1,338−13.2% | Reduced |
| CoreCommodity Management, LLC | 8,761 | $614.0K | 0.17% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,772 | $614.0K | 0.05% | +2,057+30.6% | Added |
| BerganKDV Wealth Management, LLC | 8,618 | $604.0K | 0.07% | +1,427+19.8% | Added |
| Intercontinental Wealth Advisors, LLC | 8,582 | $601.0K | 0.14% | +2,097+32.3% | Added |
| Wealthsource Partners, LLC | 8,565 | $600.0K | 0.05% | −91−1.1% | Reduced |
| North Star Investment Management Corp. | 8,539 | $598.0K | 0.05% | +5+0.1% | Added |
| Weik Capital Management | 8,490 | $595.0K | 0.25% | −1,980−18.9% | Reduced |
| Gamco Investors, Inc. Et Al | 8,455 | $592.0K | 0.01% | −60,780−87.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,399 | $588.0K | 0.01% | −69−0.8% | Reduced |
| Edge Capital Group, LLC | 8,400 | $588.0K | 0.05% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,340 | $584.0K | 0.35% | +189+2.3% | Added |
| Two Sigma Securities, LLC | 8,308 | $582.0K | 0.12% | +8,308 | New |
| American National Insurance Co | 8,300 | $581.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,257 | $578.0K | 0.06% | −271−3.2% | Reduced |
| Lido Advisors, LLC | 8,242 | $577.0K | 0.01% | −766−8.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 8,191 | $574.0K | 0.14% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,164 | $572.0K | 0.08% | −161−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 8,167 | $572.0K | 0.01% | +601+7.9% | Added |
| Bull Street Advisors, LLC | 8,151 | $571.0K | 0.29% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,105 | $565.0K | 0.00% | +1,020+14.4% | Added |
| Karpas Strategies, LLC | 7,262 | $563.0K | 0.19% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 7,938 | $555.0K | 0.19% | −121−1.5% | Reduced |
| Intrua Financial, LLC | 7,148 | $553.0K | 0.10% | +875+13.9% | Added |
| Verition Fund Management LLC | 7,880 | $552.0K | 0.01% | +7,880 | New |
| Miracle Mile Advisors, LLC | 7,865 | $551.0K | 0.03% | +2,892+58.2% | Added |
| Arkadios Wealth Advisors | 7,860 | $550.0K | 0.08% | +629+8.7% | Added |
| Boenning & Scattergood, Inc. | 7,769 | $544.0K | 0.10% | −340−4.2% | Reduced |
| Vantage Consulting Group Inc | 7,752 | $543.0K | 0.12% | +2,143+38.2% | Added |
| Institute for Wealth Management, LLC. | 7,744 | $542.0K | 0.10% | +7+0.1% | Added |
| Banque Cantonale Vaudoise | 7,702 | $540.0K | 0.02% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,664 | $537.0K | 0.02% | +759+11.0% | Added |
| Columbia Trust Co 01012016 | 7,610 | $533.0K | 0.28% | +510+7.2% | Added |
| Agf Investments Inc. | 7,486 | $524.0K | 0.00% | +523+7.5% | Added |
| Busey Wealth Management | 7,450 | $522.0K | 0.02% | +3,507+88.9% | Added |
| AMG National Trust Bank | 7,404 | $519.0K | 0.02% | −2,232−23.2% | Reduced |
| Dearborn Partners LLC | 7,420 | $519.0K | 0.02% | +519+7.5% | Added |
| Ahrens Investment Partners LLC | 7,398 | $518.0K | 0.25% | +7,398 | New |
| Glenview Trust Co | 7,377 | $517.0K | 0.02% | −100−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 7,358 | $515.0K | 0.09% | −1,957−21.0% | Reduced |
| First Manhattan Co | 7,354 | $515.0K | 0.00% | −188−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 7,340 | $514.0K | 0.04% | +1,097+17.6% | Added |
| Greenleaf Trust | 7,324 | $513.0K | 0.01% | +918+14.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,299 | $511.0K | 0.37% | +1,330+22.3% | Added |
| Mountain Capital Investment Advisors, Inc | 6,216 | $511.0K | 0.27% | +266+4.5% | Added |
| Aull & Monroe Investment Management Corp | 7,277 | $510.0K | 0.25% | −75−1.0% | Reduced |
| Welch & Forbes LLC | 7,249 | $508.0K | 0.01% | +203+2.9% | Added |
| Covington Capital Management | 7,236 | $507.0K | 0.02% | −118−1.6% | Reduced |
| Bank Ozk | 7,239 | $507.0K | 0.23% | +224+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 7,234 | $507.0K | 0.07% | +932+14.8% | Added |
| Cresset Asset Management, LLC | 7,232 | $506.0K | 0.01% | +3,272+82.6% | Added |
| Swiss Life Asset Management Ltd | 7,205 | $503.8K | 0.01% | +161+2.3% | Added |
| Independent Advisor Alliance | 7,188 | $503.0K | 0.03% | −460−6.0% | Reduced |
| King Luther Capital Management Corp | 7,172 | $502.0K | 0.00% | −812−10.2% | Reduced |
| Harbour Investments, Inc. | 7,125 | $499.0K | 0.02% | −1,567−18.0% | Reduced |
| Bank Hapoalim BM | 7,101 | $497.0K | 0.05% | −246−3.3% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $496.0K | 0.15% | +500+7.6% | Added |
| Peoples Financial Services Corp. | 7,060 | $495.0K | 0.21% | 00.0% | Unchanged |
| Navalign, LLC | 7,059 | $494.0K | 0.21% | +128+1.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,050 | $494.0K | 0.31% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,042 | $493.0K | 0.13% | +1,835+35.2% | Added |
| Linscomb & Williams, Inc. | 7,023 | $492.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,001 | $490.2K | 0.02% | −643−8.4% | Reduced |
| RFG Advisory, LLC | 6,999 | $490.0K | 0.04% | −282−3.9% | Reduced |
| Palisade Asset Management, LLC | 6,890 | $483.0K | 0.06% | −145−2.1% | Reduced |
| Symmetry Partners, LLC | 6,174 | $478.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,837 | $478.0K | 0.01% | +3,637+113.7% | Added |
| Brewin Dolphin Ltd | 6,810 | $476.9K | 0.02% | −355−5.0% | Reduced |
| Roman Butler Fullerton & Co | 5,850 | $473.0K | 0.22% | +75+1.3% | Added |
| Stevens Capital Management LP | 6,748 | $473.0K | 0.20% | +3,253+93.1% | Added |
| True North Advisors, LLC | 6,751 | $472.0K | 0.09% | +585+9.5% | Added |
| Ergoteles LLC | 6,726 | $471.0K | 0.02% | +6,726 | New |
| Pacific Global Investment Management CO | 6,713 | $470.0K | 0.09% | −576−7.9% | Reduced |