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Livermore
ZHEN

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).

Q2 2024 vs. Q1 2024

How the institutions holding Phillips 66 changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of PSX: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,879241,787−68
Shares321.1M1.17M313.2M−6.73M (−2.1%)
Value$52.2B$190.5M$44.2B−$7.84B (−15.1%)

24 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Phillips 66 at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 111 by value.

Institutions new to PSX in Q2 2024
InstitutionSharesValue% of portfolio
SIR Capital Management, L.P.311,700$44.0M4.38%
Qube Research & Technologies Ltd164,116$23.2M0.04%
Voloridge Investment Management, LLC146,525$20.7M0.08%
Manning & Napier Advisors LLC125,165$17.7M0.20%
Sanctuary Advisors, LLC110,131$16.7M0.12%
Thomist Capital Management, LP107,400$15.0M5.45%
Corebridge Financial, Inc.105,064$14.8M0.08%
Aventail Capital Group, LP50,000$7.06M0.49%
Mirae Asset Global ETFs Holdings Ltd.48,860$6.90M0.02%
Buck Wealth Strategies, LLC48,363$6.83M2.02%
Sierra Summit Advisors LLC44,356$6.26M1.55%
Fiera Capital Corp41,530$5.86M0.02%
Sienna Gestion37,046$5.23M0.46%
MUFG Securities EMEA plc34,400$4.86M0.22%
Mizuho Securities USA LLC32,684$4.61M0.10%
MBB Public Markets I LLC31,698$4.47M0.09%
Kerusso Capital Management LLC29,078$4.10M2.98%
Aigen Investment Management, LP27,262$3.85M0.75%
Y-Intercept (Hong Kong) Ltd26,390$3.73M0.20%
M&G Plc25,506$3.60M0.02%
Occudo Quantitative Strategies LP24,391$3.44M0.61%
Tudor Investment Corp Et Al22,142$3.13M0.04%
Cheviot Value Management, LLC21,302$3.01M0.59%
Thurston, Springer, Miller, Herd & Titak, Inc.15,667$2.21M0.69%
F/M Investments LLC15,621$2.19M0.08%
Bridgefront Capital, LLC15,357$2.17M0.90%
William B. Walkup & Associates, Inc.15,034$2.12M1.39%
CTC Alternative Strategies, Ltd.13,600$1.92M0.81%
Two Sigma Securities, LLC10,483$1.48M0.07%
Lee Danner & Bass Inc9,426$1.33M0.10%
CFS Investment Advisory Services, LLC9,222$1.30M0.11%
Cerro Pacific Wealth Advisors LLC8,314$1.17M0.45%
Oak Hill Wealth Advisors, LLC8,262$1.17M0.35%
Heritage Wealth Management, Inc.7,483$1.04M0.35%
Retirement Investment Advisors, Inc.6,687$944.0K0.11%
Applied Finance Capital Management, LLC6,621$934.7K0.04%
Garrett Wealth Advisory Group, LLC6,184$873.0K0.32%
Tradewinds, LLC.6,026$850.6K0.26%
Sciencast Management LP5,151$727.2K0.25%
Quantitative Investment Management, LLC4,595$648.0K0.07%
New Millennium Group LLC3,929$554.6K0.36%
XTX Topco Ltd3,786$534.5K0.05%
Bridges Investment Management Inc3,668$517.8K0.01%
TradeLink Capital LLC3,500$494.0K1.43%
Wedgewood Investors Inc3,400$480.0K0.57%
Biltmore Wealth Management, LLC3,396$479.4K0.21%
Twin Tree Management, LP3,258$459.9K0.01%
Legacy Capital Wealth Partners, LLC3,057$431.6K0.11%
Bridgewater Associates, LP3,028$427.5K0.00%
IFG Advisory, LLC2,756$389.1K0.02%
San Luis Wealth Advisors LLC2,563$362.0K0.09%
Warwick Investment Management, Inc.2,509$354.2K0.08%
SageView Advisory Group, LLC2,389$337.3K0.02%
MQS Management LLC2,363$333.6K0.20%
Krane Funds Advisors LLC2,268$320.2K0.01%
Sustainable Insight Capital Management, LLC2,200$310.6K0.16%
Midland Wealth Advisors LLC2,160$304.9K0.02%
Asset Advisors Investment Management, LLC2,082$293.9K0.03%
Alan B. Lancz & Associates, Inc.2,082$293.9K0.29%
New Wave Wealth Advisors LLC2,027$286.1K0.15%
Diversify Advisory Services, LLC2,128$282.6K0.02%
Custom Index Systems, LLC1,807$255.1K0.15%
Signature Estate & Investment Advisors LLC1,766$249.2K0.01%
DnB Asset Management AS1,764$249.0K0.00%
Sageworth Trust Co1,682$237.4K0.01%
Green Harvest Asset Management LLC1,649$232.8K0.01%
Modern Wealth Management, LLC1,626$229.5K0.02%
Leonteq Securities AG1,590$224.5K0.03%
CWS Financial Advisors, LLC1,583$223.5K0.09%
Hardin Capital Partners, LLC1,571$221.8K0.14%
WealthShield Partners, LLC1,508$212.9K0.03%
Cromwell Holdings LLC1,396$197.1K0.12%
ORG Partners LLC1,378$194.3K0.02%
Kimelman & Baird, LLC625$88.2K0.01%
Cypress Capital, LLC450$63.5K0.02%
Tacita Capital Inc391$55.2K0.04%
Strategic Investment Solutions, Inc.349$50.7K0.02%
WFA of San Diego, LLC319$45.0K0.04%
Painted Porch Advisors LLC311$43.9K0.02%
Financial Network Wealth Advisors LLC283$40.0K0.03%
Stephenson National Bank & Trust276$39.0K0.01%
Olistico Wealth, LLC274$38.7K0.02%
Kings Path Partners LLC272$38.4K0.02%
Opal Wealth Advisors, LLC242$34.2K0.01%
Bank & Trust Co217$30.6K0.03%
Coppell Advisory Solutions LLC211$29.8K0.00%
Elequin Capital LP192$27.1K0.01%
TruNorth Capital Management, LLC150$21.2K0.01%
Fairscale Capital, LLC142$19.8K0.02%
Strengthening Families & Communities, LLC131$18.0K0.01%
Camelot Portfolios, LLC124$17.5K0.01%
Focused Wealth Management, Inc121$17.0K0.00%
Creative Capital Management Investments LLC100$14.1K0.01%
GFS Advisors, LLC83,331$14.0K0.00%
Cyrus J. Lawrence, LLC104$14.0K0.00%
Transcendent Capital Group LLC90$12.7K0.01%
Trifecta Capital Advisors, LLC71$10.0K0.00%
Fairway Wealth LLC67$9.46K0.01%
Triad Wealth Partners, LLC65$9.18K0.00%
ESL Trust Services, LLC60$8.47K0.00%

Sold out (179)

Institutions that held Phillips 66 at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 179 by value.

Institutions that sold out of PSX in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Merewether Investment Management, LP361,507$59.0M
American International Group, Inc.112,535$18.4M
Susquehanna Portfolio Strategies, LLC108,627$17.7M
Texas Permanent School Fund88,909$14.5M
Marshall Wace, LLP63,500$10.4M
Genus Capital Management Inc.50,300$8.22M
Telemark Asset Management, LLC40,000$6.53M
L & S Advisors Inc39,989$6.53M
Hartree Partners, LP35,400$5.78M
Balyasny Asset Management LLC28,159$4.60M
Del-Sette Capital Management, LLC27,741$4.53M
Surience Private Wealth LLC24,976$4.08M
Westchester Capital Management, LLC24,300$3.97M
Lincoln National Corp23,922$3.91M
Simplex Trading, LLC23,276$3.80M
BCJ Capital Management, LLC22,152$3.62M
Duality Advisers, LP22,018$3.60M
Grantham, Mayo, Van Otterloo & Co. LLC21,743$3.55M
Metropolitan Life Insurance Co17,342$2.83M
Cornercap Investment Counsel Inc16,887$2.76M
Horizon Investment Services, LLC16,788$2.74M
AustralianSuper Pty Ltd16,290$2.66M
Ontario Teachers Pension Plan Board15,985$2.61M
FDx Advisors, Inc.15,726$2.57M
Magnetar Financial LLC15,324$2.50M
Alberta Investment Management Corp14,200$2.32M
BBR Partners, LLC11,475$1.87M
Two Sigma Investments, LP9,500$1.55M
Cohen & Steers, Inc.9,241$1.51M
USA Financial Portformulas Corp8,429$1.38M
Maven Securities LTD8,416$1.37M
Meeder Asset Management Inc7,855$1.28M
Balentine LLC6,952$1.14M
Symmetry Investments LP6,590$1.08M
South Dakota Investment Council6,146$1.00M
Erste Asset Management GmbH6,200$985.6K
Caxton Associates LP5,630$919.6K
Eagle Strategies LLC5,519$901.5K
Castlekeep Investment Advisors LLC5,464$892.5K
Qsemble Capital Management, LP5,399$881.9K
EHP Funds Inc.5,300$865.7K
SYSTM Wealth Solutions LLC5,130$838.0K
Spreng Capital Management, Inc.6,865$824.8K
OneAscent Financial Services LLC4,842$791.0K
Nwam LLC5,086$741.7K
Johnson & White Wealth Management, LLC4,480$732.0K
Stevens Capital Management LP4,161$680.0K
Vivid Wealth Management, LLC3,828$625.3K
Spinnaker Investment Group, LLC3,642$594.9K
Kapitalo Investimentos Ltda3,444$562.5K
Green Square Capital Advisors LLC3,440$561.9K
Private Portfolio Partners LLC3,158$515.8K
OneAscent Wealth Management LLC3,155$515.0K
AdvisorShares Investments LLC3,100$506.4K
Empyrean Capital Partners, LP2,940$480.2K
Zega Financial, LLC2,906$474.6K
Clark Capital Management Group, Inc.2,819$460.5K
Petrus Trust Company, LTA2,786$455.1K
iA Global Asset Management Inc.2,566$419.0K
Renasant Bank2,504$409.0K
Waterway Wealth Management, LLC2,471$403.6K
Summit Global Investments2,426$396.0K
LaSalle St. Investment Advisors, LLC2,902$396.0K
Waterloo Capital, L.P.2,269$370.6K
Delta Financial Group, Inc.2,263$370.0K
ASB Consultores, LLC2,238$365.6K
Gilman Hill Asset Management, LLC2,178$355.8K
Pekin Hardy Strauss, Inc.2,166$353.8K
First Trust Investment Solutions L.P.2,153$351.7K
Mitchell Sinkler & Starr1,974$322.4K
Community Bank of Raymore1,962$320.5K
Investment Advisory Services Inc1,903$310.9K
XR Securities LLC1,903$310.8K
Resurgent Financial Advisors LLC1,891$308.9K
Cedar Brook Financial Partners, LLC1,891$308.9K
LifePlan Financial, LLC1,879$306.9K
Auxano Advisors, LLC1,819$297.1K
Wolff Financial Management LLC1,815$296.0K
Abn Amro Investment Solutions1,811$295.8K
Armistice Capital, LLC1,809$295.5K
Diametric Capital, LP1,787$291.9K
Spring Capital Management, LLC1,705$278.5K
Cascade Investment Group, Inc.1,700$277.7K
Park National Corp1,685$275.2K
Portside Wealth Group, LLC1,685$275.2K
CoreCap Advisors, LLC1,654$270.2K
Evoke Wealth, LLC1,653$270.0K
Aspiriant, LLC1,637$267.4K
First Western Trust Bank1,615$263.8K
Vicus Capital1,611$263.2K
Founders Financial Alliance, LLC1,602$261.6K
NBW Capital LLC1,598$261.0K
Wambolt & Associates, LLC1,596$260.7K
Boothbay Fund Management, LLC1,582$258.4K
Radnor Capital Management, LLC1,552$254.0K
MJP Associates Inc1,515$247.4K
Regatta Capital Group, LLC1,506$245.9K
Bard Financial Services, Inc.1,500$245.0K
Covenant Asset Management, LLC1,493$243.9K
Endowment Wealth Management, Inc.1,490$243.3K

Not filed for Q2 2024 yet (24)

Institutions that held Phillips 66 at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG641,763$104.8M
InterOcean Capital Group, LLC251,299$41.0M
Manning & Napier Group, LLC93,752$15.3M
Degroof Petercam Asset Management71,102$11.6M
Ziegler Capital Management, LLC17,435$2.88M
Van Leeuwen & Company, LLC14,833$2.42M
Atlas Private Wealth Management14,171$2.31M
Steward Partners Investment Solutions, LLC10,170$1.66M
Shell Asset Management Co10,599$1.50M
Imprint Wealth LLC9,080$1.48M
Retirement Group, LLC5,811$949.2K
Connectus Wealth, LLC4,750$775.9K
Wilbanks Smith & Thomas Asset Management LLC4,124$673.6K
Grey Street Capital, LLC3,820$624.0K
KLR Investment Advisors, LLC3,845$603.9K
Pflug Koory, LLC2,672$436.5K
Cambridge Trust Co2,495$407.5K
CWA Asset Management Group, LLC2,314$378.0K
Objective Capital Management, LLC1,655$270.3K
Highlander Capital Management, LLC1,191$194.5K
Lynwood Capital Management Inc.450$73.5K
Norwood Financial Corp355$58.0K
Credential Qtrade Securities Inc.32$5.23K
FSA Wealth Management LLC25$4.13K