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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 5,081 | $356.0K | 0.00% | −440−8.0% | Reduced |
| Wilkins Investment Counsel Inc | 5,070 | $355.0K | 0.09% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,062 | $354.0K | 0.01% | −231−4.4% | Reduced |
| Mayflower Financial Advisors, LLC | 4,273 | $354.0K | 0.05% | +769+21.9% | Added |
| Manchester Capital Management LLC | 5,059 | $354.0K | 0.05% | +2,419+91.6% | Added |
| Valmark Advisers, Inc. | 5,044 | $353.0K | 0.01% | −6,625−56.8% | Reduced |
| Pinnacle Financial Partners Inc | 5,019 | $352.0K | 0.01% | −64−1.3% | Reduced |
| Excalibur Management Corp | 5,012 | $351.0K | 0.15% | +920+22.5% | Added |
| Inlet Private Wealth, LLC | 5,000 | $350.0K | 0.09% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,999 | $350.0K | 0.11% | +69+1.4% | Added |
| J. W. Coons Advisors, LLC | 4,979 | $348.0K | 0.12% | −1,687−25.3% | Reduced |
| MCF Advisors LLC | 4,964 | $348.0K | 0.04% | +32+0.6% | Added |
| Journey Advisory Group, LLC | 4,973 | $348.0K | 0.11% | +1,785+56.0% | Added |
| Markston International LLC | 4,937 | $346.0K | 0.32% | −7,762−61.1% | Reduced |
| Valley Brook Capital Group | 4,952 | $346.0K | 0.34% | −461−8.5% | Reduced |
| Allstate Corp | 4,924 | $345.0K | 0.01% | −1,249−20.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,924 | $345.0K | 0.02% | +490+11.1% | Added |
| Harbor Financial Services, LLC | 4,928 | $345.0K | 0.15% | +536+12.2% | Added |
| Gofen & Glossberg LLC | 4,879 | $342.0K | 0.01% | +80+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,885 | $342.0K | 0.13% | +288+6.3% | Added |
| Full Sail Capital, LLC | 4,855 | $340.0K | 0.03% | +1,918+65.3% | Added |
| Coastline Trust Co | 4,839 | $339.0K | 0.04% | −460−8.7% | Reduced |
| FineMark National Bank & Trust | 4,846 | $339.0K | 0.01% | −396−7.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,114 | $338.0K | 0.03% | +82+2.0% | Added |
| Aldebaran Financial Inc. | 4,815 | $337.0K | 0.29% | +280+6.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,824 | $337.0K | 0.03% | +716+17.4% | Added |
| Successful Portfolios LLC | 4,793 | $336.0K | 0.20% | +500+11.6% | Added |
| Freestone Capital Holdings, LLC | 4,775 | $334.0K | 0.02% | +250+5.5% | Added |
| Easterly Investment Partners LLC | 4,742 | $332.0K | 0.02% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,722 | $331.0K | 0.06% | −194−3.9% | Reduced |
| JustInvest LLC | 4,693 | $329.0K | 0.03% | −2,631−35.9% | Reduced |
| Washington Trust Co | 4,695 | $329.0K | 0.01% | +50+1.1% | Added |
| WP Advisors, LLC | 4,667 | $327.0K | 0.13% | +59+1.3% | Added |
| Compton Capital Management Inc | 4,675 | $327.0K | 0.10% | +1,300+38.5% | Added |
| Waratah Capital Advisors Ltd. | 4,624 | $324.0K | 0.02% | +4,624 | New |
| Siemens Fonds Invest GmbH | 4,626 | $324.0K | 0.02% | +4,626 | New |
| Strategy Asset Managers LLC | 4,613 | $323.0K | 0.07% | +621+15.6% | Added |
| Tennessee Valley Asset Management Partners | 4,611 | $323.0K | 0.12% | +4,611 | New |
| Evergreen Capital Management LLC | 4,592 | $322.0K | 0.01% | +1,316+40.2% | Added |
| Jackson Hole Capital Partners, LLC | 4,588 | $321.0K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,581 | $320.0K | 0.08% | −4−0.1% | Reduced |
| Means Investment Co., Inc. | 4,554 | $319.0K | 0.06% | −272−5.6% | Reduced |
| Change Path, LLC | 4,615 | $318.0K | 0.02% | −3−0.1% | Reduced |
| Pitcairn Co | 4,548 | $318.0K | 0.02% | +25+0.6% | Added |
| Grace Capital | 950 | $318.0K | 0.20% | −2,050−68.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,530 | $317.0K | 0.23% | −1,907−29.6% | Reduced |
| First Midwest Bank Trust Division | 4,517 | $317.0K | 0.05% | −506−10.1% | Reduced |
| Mid Atlantic Financial Management Inc | 4,516 | $316.0K | 0.02% | −140−3.0% | Reduced |
| Austin Private Wealth, LLC | 4,469 | $313.0K | 0.07% | −296−6.2% | Reduced |
| Foster & Motley Inc | 4,455 | $312.0K | 0.03% | −1,223−21.5% | Reduced |
| CoreFirst Bank & Trust | 4,436 | $311.0K | 0.22% | −753−14.5% | Reduced |
| Probity Advisors, Inc. | 4,424 | $310.0K | 0.06% | +599+15.7% | Added |
| Symphony Financial, Ltd. Co. | 4,403 | $308.0K | 0.11% | −793−15.3% | Reduced |
| SignalPoint Asset Management, LLC | 4,394 | $308.0K | 0.10% | −239−5.2% | Reduced |
| Buckley Wealth Management, LLC | 4,402 | $308.0K | 0.10% | −61−1.4% | Reduced |
| Scotia Capital Inc. | 4,404 | $308.0K | 0.00% | +314+7.7% | Added |
| Crescent Capital Consulting, LLC | 4,382 | $308.0K | 0.06% | +500+12.9% | Added |
| First Citizens Bank & Trust Co | 4,397 | $308.0K | 0.01% | +671+18.0% | Added |
| Westbourne Investment Advisors, Inc. | 4,381 | $307.0K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,356 | $305.0K | 0.10% | −134−3.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,255 | $298.0K | 0.01% | +10.0% | Added |
| Blue Edge Capital, LLC | 4,239 | $296.8K | 0.06% | +5+0.1% | Added |
| Assenagon Asset Management S.A. | 4,229 | $296.0K | 0.00% | +4,229 | New |
| Prestige Wealth Management Group LLC | 4,213 | $295.0K | 0.08% | +807+23.7% | Added |
| Meeder Asset Management Inc | 4,147 | $290.0K | 0.02% | −3,213−43.7% | Reduced |
| Proequities, Inc. | 4,146 | $290.0K | 0.02% | −1,372−24.9% | Reduced |
| Quilter Plc | 4,127 | $289.0K | 0.01% | −100−2.4% | Reduced |
| LVM Capital Management Ltd | 4,125 | $289.0K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,520 | $289.0K | 0.21% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,093 | $287.0K | 0.03% | −491−10.7% | Reduced |
| Equitable Holdings, Inc. | 4,036 | $283.0K | 0.00% | +887+28.2% | Added |
| KCM Investment Advisors LLC | 4,030 | $282.0K | 0.01% | −325−7.5% | Reduced |
| Whittier Trust Co | 4,020 | $281.0K | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 4,010 | $281.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,000 | $280.0K | 0.01% | −1,218−23.3% | Reduced |
| Sawtooth Solutions, LLC | 3,978 | $279.0K | 0.04% | +1,347+51.2% | Added |
| Vanguard Capital Wealth Advisors | 2,970 | $278.0K | 0.21% | −486−14.1% | Reduced |
| Kovack Advisors, Inc. | 3,956 | $277.0K | 0.03% | −98−2.4% | Reduced |
| APCM Wealth Management for Individuals | 3,953 | $277.0K | 0.05% | +912+30.0% | Added |
| Zions Bancorporation, N.A. | 3,933 | $276.0K | 0.03% | +117+3.1% | Added |
| Acropolis Investment Management, LLC | 4,020 | $275.0K | 0.03% | −224−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,907 | $274.0K | 0.02% | −408−9.5% | Reduced |
| Sentry Investment Management LLC | 3,892 | $273.0K | 0.08% | −569−12.8% | Reduced |
| Wedgewood Investors Inc | 3,899 | $273.0K | 0.35% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 3,877 | $272.0K | 0.00% | −109−2.7% | Reduced |
| Joel Isaacson & Co., LLC | 3,879 | $272.0K | 0.02% | +16+0.4% | Added |
| WBH Advisory Inc | 3,845 | $269.0K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,839 | $268.0K | 0.02% | −3,510−47.8% | Reduced |
| Salem Investment Counselors Inc | 3,830 | $268.0K | 0.01% | +175+4.8% | Added |
| Vident Investment Advisory, LLC | 3,838 | $268.0K | 0.01% | +3,838 | New |
| Murphy Pohlad Asset Management LLC | 3,815 | $267.0K | 0.11% | −16,360−81.1% | Reduced |
| Loveless Wealth Management LLC | 3,810 | $267.0K | 0.16% | +200+5.5% | Added |
| First Financial Bank - Trust Division | 3,816 | $267.0K | 0.03% | +929+32.2% | Added |
| Navellier & Associates Inc | 3,800 | $266.0K | 0.04% | +3,800 | New |
| Bluefin Capital Management, LLC | 3,800 | $266.0K | 0.03% | +3,800 | New |
| Barrett Asset Management, LLC | 3,777 | $265.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,780 | $265.0K | 0.01% | +3,780 | New |
| Whitener Capital Management, Inc. | 3,770 | $263.0K | 0.12% | −8−0.2% | Reduced |
| Delta Investment Management, LLC | 3,750 | $263.0K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,762 | $263.0K | 0.01% | +3,762 | New |