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Livermore
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).

13F holders, Q2 2024

Institutional positions in Phillips 66 as of Jun 30, 2024. 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
1,787
−68 vs. Q1 2024
Shares held
313.2M
−6.73M (−2.1%) vs. Q1 2024
Total value
$44.2B
−$7.84B (−15.1%) vs. Q1 2024
New holders
111
644 more added
Sold out
179
697 more reduced

24 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,787 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ2 2024: $44.2B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2024.

Institutions holding PSX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$80.00%0Unchanged
McClarren Financial Advisors, Inc.282$1160.08%−543−65.8%Reduced
Quest Partners LLC1$1410.00%−1,995−99.9%Reduced
St. Johns Investment Management Company, LLC1$1410.00%00.0%Unchanged
Atwood & Palmer Inc1$1420.00%−63−98.4%Reduced
Studio Investment Management LLC4$5650.00%+4New
ClariVest Asset Management LLC6$8360.00%00.0%Unchanged
Tucker Asset Management LLC7$9880.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC8$1.13K0.00%00.0%Unchanged
Fairman Group, LLC8$1.13K0.00%00.0%Unchanged
VitalStone Financial, LLC10$1.41K0.00%00.0%Unchanged
Aspect Partners, LLC10$1.41K0.00%00.0%Unchanged
Ridgewood Investments LLC14$2.01K0.00%+14New
Disciplined Equity Management, Inc.15$2.12K0.00%+15New
Stone House Investment Management, LLC16$2.19K0.00%00.0%Unchanged
Heritage Wealth Advisors16$2.26K0.00%00.0%Unchanged
True Wealth Design, LLC19$2.68K0.00%+1+5.6%Added
Westend Capital Management, LLC20$2.82K0.00%+2+11.1%Added
Castleview Partners, LLC20$2.82K0.00%00.0%Unchanged
Rakuten Securities, Inc.20$2.82K0.00%+16+400.0%Added
Iron Horse Wealth Management, LLC20$2.83K0.00%00.0%Unchanged
Macroview Investment Management LLC21$2.96K0.00%00.0%Unchanged
Dunhill Financial, LLC24$3.36K0.00%+9+60.0%Added
WealthCollab, LLC24$3.39K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC21$3.43K0.00%+21New
Delta Asset Management LLC25$3.53K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC25$3.53K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group26$3.67K0.00%00.0%Unchanged
CGC Financial Services, LLC28$3.95K0.00%00.0%Unchanged
Financial Connections Group, Inc.30$4.00K0.00%+30New
Cetera Trust Company, N.A30$4.24K0.00%00.0%Unchanged
Thompson Investment Management, Inc.30$4.24K0.00%+30New
Tidemark, LLC31$4.38K0.00%00.0%Unchanged
HWG Holdings LP31$4.38K0.00%+31New
SIMA Wealth Partners, LLC31$4.38K0.00%+31New
Penserra Capital Management LLC36$5.00K0.00%−2,158−98.4%Reduced
Horrell Capital Management, Inc.34$5.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$5.93K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.42$5.93K0.00%00.0%Unchanged
Planning Capital Management Corp42$5.93K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$6.07K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$6.21K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC44$6.21K0.00%+44New
Financial Freedom, LLC50$7.06K0.00%00.0%Unchanged
Anfield Capital Management, LLC53$7.48K0.00%+53New
Crewe Advisors LLC53$7.48K0.00%−99−65.1%Reduced
Clean Yield Group55$7.76K0.00%00.0%Unchanged
Red Tortoise LLC56$7.91K0.00%00.0%Unchanged
Center for Financial Planning, Inc.57$8.05K0.00%00.0%Unchanged
ESL Trust Services, LLC60$8.47K0.00%+60New
Atlantic Edge Private Wealth Management, LLC60$8.47K0.00%00.0%Unchanged
Highline Wealth Partners LLC62$8.75K0.00%+32+106.7%Added
Financial Perspectives, Inc63$8.89K0.00%00.0%Unchanged
Bogart Wealth, LLC65$9.18K0.00%00.0%Unchanged
Triad Wealth Partners, LLC65$9.18K0.00%+65New
Country Trust Bank67$9.46K0.00%00.0%Unchanged
Fairway Wealth LLC67$9.46K0.01%+67New
PSI Advisors, LLC69$9.74K0.00%−25−26.6%Reduced
Trifecta Capital Advisors, LLC71$10.0K0.00%+71New
Spectrum Wealth Counsel, LLC75$10.6K0.00%00.0%Unchanged
Keener Financial Planning LLC82$11.0K0.01%−77−48.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.80$11.3K0.03%00.0%Unchanged
HighMark Wealth Management LLC84$11.9K0.01%+11+15.1%Added
IAG Wealth Partners, LLC85$12.0K0.00%00.0%Unchanged
Pineridge Advisors LLC85$12.0K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division89$12.6K0.00%00.0%Unchanged
Transcendent Capital Group LLC90$12.7K0.01%+90New
Abound Wealth Management91$12.8K0.00%−5−5.2%Reduced
First Financial Corp95$13.4K0.01%−74−43.8%Reduced
GFS Advisors, LLC83,331$14.0K0.00%+83,331New
Cyrus J. Lawrence, LLC104$14.0K0.00%+104New
Barrett & Company, Inc.100$14.1K0.01%+1+1.0%Added
Hallmark Capital Management Inc100$14.1K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.100$14.1K0.01%00.0%Unchanged
Creative Capital Management Investments LLC100$14.1K0.01%+100New
BFSG, LLC103$14.5K0.00%00.0%Unchanged
LGT Financial Advisors LLC105$14.8K0.03%+1+1.0%Added
First Community Trust NA111$15.7K0.01%00.0%Unchanged
Roble, Belko & Company, Inc110$16.0K0.00%00.0%Unchanged
Richardson Capital Management LLC115$16.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC118$16.7K0.00%+44+59.5%Added
DiNuzzo Private Wealth, Inc.118$16.7K0.00%+83+237.1%Added
Burkett Financial Services, LLC120$16.9K0.01%+1+0.8%Added
Focused Wealth Management, Inc121$17.0K0.00%+121New
Valued Wealth Advisors LLC122$17.2K0.01%+29+31.2%Added
Pacific Capital Wealth Advisors, Inc122$17.2K0.00%+75+159.6%Added
Camelot Portfolios, LLC124$17.5K0.01%+124New
Sachetta, LLC120$17.7K0.01%+50+71.4%Added
Strengthening Families & Communities, LLC131$18.0K0.01%+131New
Salomon & Ludwin, LLC132$18.6K0.00%−549−80.6%Reduced
Stephens Consulting, LLC133$18.8K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC137$19.3K0.02%00.0%Unchanged
Northwest Bank & Trust Co138$19.5K0.02%00.0%Unchanged
Clear Investment Research, LLC139$19.6K0.03%+1+0.7%Added
Fairscale Capital, LLC142$19.8K0.02%+142New
Horizon Bancorp Inc144$20.0K0.01%00.0%Unchanged
Lummis Asset Management, LP150$21.2K0.03%00.0%Unchanged
TruNorth Capital Management, LLC150$21.2K0.01%+150New
Wolff Wiese Magana LLC159$22.4K0.02%00.0%Unchanged
Raleigh Capital Management Inc.160$22.5K0.01%−4−2.4%Reduced