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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 6,669 | $467.0K | 0.02% | +276+4.3% | Added |
| Sandy Spring Bank | 6,659 | $466.0K | 0.02% | −596−8.2% | Reduced |
| Clearstead Advisors, LLC | 6,640 | $465.0K | 0.03% | +476+7.7% | Added |
| Adell Harriman & Carpenter Inc | 6,636 | $464.7K | 0.05% | −500−7.0% | Reduced |
| Peoples Bank | 6,580 | $461.0K | 0.25% | −50−0.8% | Reduced |
| MTM Investment Management, LLC | 6,590 | $461.0K | 0.25% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 6,553 | $459.0K | 0.06% | −307−4.5% | Reduced |
| Flputnam Investment Management Co | 6,536 | $458.0K | 0.02% | −125−1.9% | Reduced |
| U S Global Investors Inc | 6,500 | $455.0K | 0.01% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,500 | $455.0K | 0.08% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 6,504 | $455.0K | 0.27% | +6,504 | New |
| Argent Trust Co | 6,490 | $454.0K | 0.03% | +137+2.2% | Added |
| Vestcor Inc | 6,453 | $452.0K | 0.02% | −878−12.0% | Reduced |
| South Street Advisors LLC | 6,420 | $450.0K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 6,381 | $447.0K | 0.06% | −1,463−18.7% | Reduced |
| Tocqueville Asset Management L.P. | 6,291 | $441.0K | 0.01% | −11,560−64.8% | Reduced |
| Avidian Wealth Solutions, LLC | 6,299 | $441.0K | 0.03% | −1,155−15.5% | Reduced |
| Prospera Financial Services Inc | 6,300 | $441.0K | 0.02% | +356+6.0% | Added |
| Essex Savings Bank | 6,206 | $441.0K | 0.16% | +464+8.1% | Added |
| Pensionfund DSM Netherlands | 6,300 | $441.0K | 0.06% | +6,300 | New |
| Clark Capital Management Group, Inc. | 6,255 | $438.0K | 0.01% | −236,047−97.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,260 | $438.0K | 0.02% | +75+1.2% | Added |
| Transform Wealth, LLC | 6,241 | $437.0K | 0.05% | −271−4.2% | Reduced |
| Patten Group, Inc. | 6,244 | $437.0K | 0.13% | −71−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,239 | $437.0K | 0.11% | +221+3.7% | Added |
| Carroll Financial Associates, Inc. | 6,212 | $435.0K | 0.02% | −247−3.8% | Reduced |
| Summit Financial, LLC | 6,198 | $434.1K | 0.04% | +2,896+87.7% | Added |
| Patron Partners Advisors, LLC | 6,203 | $434.0K | 0.32% | +47+0.8% | Added |
| Harbor Investment Advisory, LLC | 6,152 | $431.0K | 0.06% | −414−6.3% | Reduced |
| Atlas Private Wealth Management | 6,148 | $431.0K | 0.26% | +1,398+29.4% | Added |
| Corsicana & Co. | 6,107 | $428.0K | 0.27% | +4,965+434.8% | Added |
| Allen Capital Group, LLC | 6,100 | $427.0K | 0.09% | +10.0% | Added |
| Comerica Securities,inc. | 6,090 | $426.0K | 0.03% | −1,012−14.2% | Reduced |
| Retirement Group, LLC | 6,077 | $426.0K | 0.20% | +216+3.7% | Added |
| Childress Capital Advisors, LLC | 6,096 | $426.0K | 0.17% | +511+9.1% | Added |
| Blueshift Asset Management, LLC | 6,054 | $424.0K | 0.02% | −40,188−86.9% | Reduced |
| Altium Wealth Management LLC | 6,053 | $424.0K | 0.03% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,021 | $421.7K | 0.08% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,016 | $421.0K | 0.08% | −1,045−14.8% | Reduced |
| Capstone Triton Financial Group, LLC | 5,021 | $420.0K | 0.25% | 00.0% | Unchanged |
| Regent Investment Management LLC | 5,977 | $419.0K | 0.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,977 | $419.0K | 0.00% | +1,493+33.3% | Added |
| Wealth Alliance | 5,950 | $417.0K | 0.09% | −505−7.8% | Reduced |
| Thomas White International Ltd | 5,950 | $417.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 5,933 | $415.5K | 0.15% | −8,451−58.8% | Reduced |
| Roof Eidam & Maycock | 5,910 | $414.0K | 0.15% | 00.0% | Unchanged |
| Mairs & Power Inc | 5,901 | $413.0K | 0.00% | −1,186−16.7% | Reduced |
| Cullinan Associates Inc | 5,874 | $411.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,874 | $411.0K | 0.06% | +94+1.6% | Added |
| AdvisorNet Financial, Inc | 5,858 | $410.0K | 0.03% | −1,327−18.5% | Reduced |
| Arlington Capital Management, Inc. | 5,861 | $410.0K | 0.77% | +5,861 | New |
| Cornerstone Wealth Management, LLC | 5,836 | $409.0K | 0.04% | +96+1.7% | Added |
| Roberts Glore & Co Inc | 5,781 | $405.0K | 0.12% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,762 | $404.0K | 0.36% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,753 | $403.0K | 0.28% | −195−3.3% | Reduced |
| 1st Source Bank | 5,750 | $403.0K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,727 | $401.0K | 0.04% | +5,727 | New |
| Beacon Pointe Advisors, LLC | 5,708 | $400.0K | 0.01% | −3,769−39.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,716 | $400.0K | 0.00% | −400−6.5% | Reduced |
| Meristem Family Wealth, LLC | 5,698 | $399.0K | 0.04% | +1,868+48.8% | Added |
| Clarius Group, LLC | 5,644 | $395.0K | 0.04% | +133+2.4% | Added |
| NEXT Financial Group, Inc | 5,634 | $395.0K | 0.03% | +309+5.8% | Added |
| S.A. Mason LLC | 5,644 | $395.0K | 0.26% | +1,010+21.8% | Added |
| HighPoint Advisor Group LLC | 5,574 | $390.0K | 0.04% | −1,492−21.1% | Reduced |
| Conning Inc. | 5,534 | $388.0K | 0.01% | −320−5.5% | Reduced |
| Mission Wealth Management, LP | 5,528 | $387.0K | 0.02% | +364+7.0% | Added |
| Vaughan David Investments LLC | 5,501 | $385.0K | 0.01% | −667−10.8% | Reduced |
| Outfitter Financial LLC | 5,500 | $385.0K | 0.30% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,462 | $383.0K | 0.01% | −3,775−40.9% | Reduced |
| Your Advocates Ltd., LLP | 5,456 | $382.0K | 0.25% | −211−3.7% | Reduced |
| Weaver Consulting Group | 5,449 | $382.0K | 0.21% | +62+1.2% | Added |
| Empirical Finance, LLC | 5,448 | $382.0K | 0.06% | +312+6.1% | Added |
| HYA Advisors, Inc | 4,648 | $381.0K | 0.15% | −90−1.9% | Reduced |
| Petrus Trust Company, LTA | 5,441 | $381.0K | 0.04% | +5,441 | New |
| Bennicas & Associates, Inc. | 5,408 | $379.0K | 0.21% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,405 | $379.0K | 0.28% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,404 | $378.0K | 0.01% | −246−4.4% | Reduced |
| Westwood Holdings Group Inc. | 5,361 | $376.0K | 0.00% | −3,368−38.6% | Reduced |
| Northeast Financial Consultants Inc | 5,350 | $375.0K | 0.03% | −15,370−74.2% | Reduced |
| EP Wealth Advisors, LLC | 5,360 | $375.0K | 0.01% | −2,477−31.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,364 | $375.0K | 0.04% | −668−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 5,359 | $375.0K | 0.15% | +738+16.0% | Added |
| Hanson & Doremus Investment Management | 5,316 | $372.0K | 0.09% | −1,491−21.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,299 | $371.0K | 0.04% | −693−11.6% | Reduced |
| Trust Co of Toledo NA | 5,303 | $371.0K | 0.06% | −56−1.0% | Reduced |
| Miller Howard Investments Inc | 5,285 | $370.0K | 0.02% | −365−6.5% | Reduced |
| Birmingham Capital Management Co Inc | 5,281 | $370.0K | 0.14% | +1,865+54.6% | Added |
| Prentice Wealth Management LLC | 5,262 | $368.0K | 0.18% | +40+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $367.0K | 0.08% | −2,800−34.9% | Reduced |
| Institutional & Family Asset Management, LLC | 5,241 | $367.0K | 0.06% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 5,217 | $366.0K | 0.01% | −1,157−18.2% | Reduced |
| Colony Group LLC | 5,215 | $365.0K | 0.01% | −39−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,200 | $364.0K | 0.05% | +1,768+51.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,176 | $363.0K | 0.01% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 5,150 | $361.0K | 0.13% | −200−3.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,144 | $360.2K | 0.05% | +5+0.1% | Added |
| Congress Park Capital LLC | 5,140 | $360.0K | 0.18% | −500−8.9% | Reduced |
| Belpointe Asset Management LLC | 5,118 | $359.0K | 0.02% | −2,337−31.3% | Reduced |
| SeaCrest Wealth Management, LLC | 5,115 | $358.0K | 0.04% | −175−3.3% | Reduced |
| Apollon Wealth Management, LLC | 5,112 | $358.0K | 0.05% | +5,112 | New |