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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 5,548 | $783.2K | 0.62% | −670−10.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,904 | $790.3K | 0.10% | +3,094+110.1% | Added |
| Allen Capital Group, LLC | 5,600 | $790.6K | 0.11% | −376−6.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,620 | $793.4K | 0.01% | −1,193−17.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,631 | $795.0K | 0.07% | +144+2.6% | Added |
| Stegent Equity Advisors, Inc. | 5,632 | $795.1K | 0.83% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,646 | $797.2K | 0.00% | −352−5.9% | Reduced |
| Birmingham Capital Management Co Inc | 5,651 | $797.8K | 0.31% | −150−2.6% | Reduced |
| Trust Co of Toledo NA | 5,665 | $799.7K | 0.12% | −20.0% | Reduced |
| Doheny Asset Management | 5,689 | $803.0K | 0.57% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,694 | $803.8K | 0.19% | +58+1.0% | Added |
| Veracity Capital LLC | 5,733 | $809.3K | 0.34% | −1,474−20.5% | Reduced |
| Essex Financial Services, Inc. | 5,979 | $809.7K | 0.06% | +2,826+89.6% | Added |
| Autumn Glory Partners, LLC | 5,740 | $810.3K | 0.41% | +1,000+21.1% | Added |
| Integrated Advisors Network LLC | 5,767 | $814.2K | 0.04% | −74−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,776 | $815.4K | 0.12% | −19−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 5,787 | $815.6K | 0.24% | −196−3.3% | Reduced |
| Western Financial Corp | 5,791 | $817.5K | 0.49% | +304+5.5% | Added |
| Vanguard Capital Wealth Advisors | 5,797 | $818.3K | 0.55% | +1,597+38.0% | Added |
| Massmutual Trust Co FSB | 5,843 | $824.9K | 0.03% | −238−3.9% | Reduced |
| Palisade Asset Management, LLC | 5,878 | $829.8K | 0.09% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,880 | $830.0K | 0.30% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,881 | $830.2K | 0.17% | −500−7.8% | Reduced |
| Verition Fund Management LLC | 5,889 | $831.4K | 0.01% | +1,206+25.8% | Added |
| Keynote Financial Services LLC | 5,904 | $833.5K | 0.70% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,937 | $838.1K | 0.04% | +1,245+26.5% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $838.3K | 0.17% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,947 | $839.5K | 0.04% | +49+0.8% | Added |
| Schechter Investment Advisors, LLC | 5,961 | $841.5K | 0.06% | −231−3.7% | Reduced |
| Dearborn Partners LLC | 5,974 | $843.4K | 0.04% | −135−2.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,976 | $843.6K | 0.46% | +263+4.6% | Added |
| Strategic Financial Services, Inc, | 5,995 | $846.3K | 0.05% | −50−0.8% | Reduced |
| Park Circle Co | 6,000 | $847.0K | 0.84% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,021 | $850.0K | 0.11% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,026 | $850.6K | 0.26% | +6,026 | New |
| Wealth Advisory Solutions, LLC | 6,028 | $851.0K | 0.23% | 00.0% | Unchanged |
| Invst, LLC | 6,056 | $853.5K | 0.09% | +367+6.5% | Added |
| Institutional & Family Asset Management, LLC | 6,048 | $853.8K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,059 | $855.3K | 0.07% | +25+0.4% | Added |
| Aull & Monroe Investment Management Corp | 6,092 | $860.0K | 0.42% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,098 | $861.0K | 0.35% | +269+4.6% | Added |
| Cidel Asset Management Inc | 6,119 | $863.8K | 0.07% | −217−3.4% | Reduced |
| Bank of Hawaii | 6,157 | $869.2K | 0.04% | −88−1.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,184 | $873.0K | 0.32% | +6,184 | New |
| Welch & Forbes LLC | 6,550 | $873.5K | 0.01% | −150−2.2% | Reduced |
| Epoch Investment Partners, Inc. | 6,197 | $874.8K | 0.00% | +95+1.6% | Added |
| IFP Advisors, Inc | 6,214 | $877.2K | 0.03% | −542−8.0% | Reduced |
| Prudential PLC | 6,219 | $877.9K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,241 | $881.0K | 0.13% | +413+7.1% | Added |
| American Financial Group Inc | 6,250 | $882.0K | 0.38% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,260 | $883.7K | 0.14% | −326−4.9% | Reduced |
| Adviser Investments LLC | 6,322 | $892.5K | 0.01% | −140−2.2% | Reduced |
| Rathbone Brothers plc | 6,342 | $895.3K | 0.00% | −500−7.3% | Reduced |
| Cornerstone Wealth Management, LLC | 6,348 | $896.1K | 0.07% | −175−2.7% | Reduced |
| Atlas Capital Advisors LLC | 6,396 | $902.9K | 0.12% | −461−6.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,397 | $903.0K | 0.07% | +4,445+227.7% | Added |
| Camden Capital, LLC | 6,432 | $908.0K | 0.07% | +2,642+69.7% | Added |
| True North Advisors, LLC | 6,436 | $908.6K | 0.24% | −507−7.3% | Reduced |
| Valmark Advisers, Inc. | 6,462 | $912.2K | 0.02% | −7−0.1% | Reduced |
| Banco Santander, S.A. | 6,477 | $914.4K | 0.01% | +739+12.9% | Added |
| Schear Investment Advisers, LLC | 6,494 | $916.8K | 0.66% | +342+5.6% | Added |
| Miller Investment Management, LP | 6,500 | $917.6K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,512 | $919.3K | 0.14% | +168+2.6% | Added |
| Belpointe Asset Management LLC | 6,531 | $922.0K | 0.06% | −2,212−25.3% | Reduced |
| Hilltop Holdings Inc. | 6,548 | $924.3K | 0.11% | −5−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 6,568 | $927.2K | 0.03% | +193+3.0% | Added |
| Hilltop National Bank | 6,573 | $927.9K | 0.30% | +566+9.4% | Added |
| Mount Yale Investment Advisors, LLC | 6,584 | $929.4K | 0.07% | −13−0.2% | Reduced |
| Navalign, LLC | 6,584 | $929.5K | 0.29% | +60+0.9% | Added |
| Westhampton Capital, LLC | 6,608 | $932.9K | 0.51% | +467+7.6% | Added |
| Applied Finance Capital Management, LLC | 6,621 | $934.7K | 0.04% | +6,621 | New |
| Confluence Wealth Services, Inc. | 6,648 | $938.5K | 0.07% | +243+3.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,666 | $941.0K | 0.03% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 6,687 | $944.0K | 0.11% | +6,687 | New |
| Tyche Wealth Partners LLC | 6,691 | $944.6K | 0.23% | −3,457−34.1% | Reduced |
| Greylin Investment Mangement Inc | 6,704 | $946.4K | 0.16% | −217−3.1% | Reduced |
| Private Trust Co NA | 6,721 | $948.8K | 0.10% | +738+12.3% | Added |
| MCF Advisors LLC | 6,732 | $950.4K | 0.07% | +97+1.5% | Added |
| Financial Sense Advisors, Inc. | 6,742 | $951.8K | 0.30% | +42+0.6% | Added |
| Grimes & Company, Inc. | 6,748 | $952.6K | 0.03% | +305+4.7% | Added |
| 1st Source Bank | 6,758 | $954.0K | 0.06% | −33−0.5% | Reduced |
| Flputnam Investment Management Co | 6,817 | $962.3K | 0.02% | +1,671+32.5% | Added |
| Legacy Financial Advisors, Inc. | 6,822 | $963.1K | 0.17% | −101−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,546 | $963.4K | 0.04% | +1,077+19.7% | Added |
| Cladis Investment Advisory, LLC | 6,836 | $965.0K | 0.70% | −46−0.7% | Reduced |
| We Are One Seven, LLC | 6,853 | $967.5K | 0.05% | +316+4.8% | Added |
| GAMMA Investing LLC | 6,864 | $969.0K | 0.13% | +1,541+28.9% | Added |
| Westwood Holdings Group Inc. | 6,872 | $970.1K | 0.00% | +3,736+119.1% | Added |
| Busey Wealth Management | 6,901 | $974.2K | 0.03% | +911+15.2% | Added |
| Hunter Associates Investment Management LLC | 6,963 | $981.0K | 0.16% | −100−1.4% | Reduced |
| Mystic Asset Management, Inc. | 6,956 | $982.0K | 0.40% | +17+0.2% | Added |
| David Loasby | 7,402 | $991.6K | 0.10% | +8+0.1% | Added |
| FineMark National Bank & Trust | 7,044 | $994.4K | 0.04% | −336−4.6% | Reduced |
| AlphaStar Capital Management, LLC | 7,076 | $999.0K | 0.09% | −1,032−12.7% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $999.5K | 0.25% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 7,086 | $1.00M | 0.33% | −363−4.9% | Reduced |
| HighPoint Advisor Group LLC | 6,809 | $1.00M | 0.06% | +851+14.3% | Added |
| Connecticut Wealth Management, LLC | 7,106 | $1.00M | 0.05% | +107+1.5% | Added |
| Penobscot Investment Management Company, Inc. | 7,134 | $1.01M | 0.10% | −435−5.7% | Reduced |
| Wedmont Private Capital | 7,294 | $1.01M | 0.06% | +2,341+47.3% | Added |