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
- 1,786
- −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
- 696 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 |
|---|---|---|---|---|---|
| South Street Advisors LLC | 7,170 | $1.01M | 0.15% | +750+11.7% | Added |
| Merit Financial Group, LLC | 7,205 | $1.02M | 0.02% | +2,579+55.8% | Added |
| Eisler Capital (UK) Ltd. | 7,236 | $1.02M | 0.33% | +3,920+118.2% | Added |
| Pinnacle Financial Partners Inc | 7,087 | $1.02M | 0.02% | +132+1.9% | Added |
| Arvest Investments, Inc. | 7,258 | $1.02M | 0.16% | +60+0.8% | Added |
| Strategic Wealth Partners, Ltd. | 7,281 | $1.03M | 0.11% | +2,176+42.6% | Added |
| Bridge Creek Capital Management LLC | 7,334 | $1.04M | 0.33% | −175−2.3% | Reduced |
| Aristotle Capital Management, LLC | 7,334 | $1.04M | 0.00% | −209−2.8% | Reduced |
| Heritage Wealth Management, Inc. | 7,483 | $1.04M | 0.35% | +7,483 | New |
| Mairs & Power Inc | 7,400 | $1.04M | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 7,474 | $1.06M | 0.55% | −80−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 7,486 | $1.06M | 0.02% | +32+0.4% | Added |
| Boston Trust Walden Corp | 7,493 | $1.06M | 0.01% | −1,850−19.8% | Reduced |
| AMG National Trust Bank | 7,555 | $1.07M | 0.03% | +540+7.7% | Added |
| Jennison Associates LLC | 7,561 | $1.07M | 0.00% | −175−2.3% | Reduced |
| Forum Financial Management, LP | 7,562 | $1.07M | 0.02% | −335−4.2% | Reduced |
| Farther Finance Advisors, LLC | 7,603 | $1.07M | 0.05% | +965+14.5% | Added |
| Valley Brook Capital Group | 7,596 | $1.07M | 0.84% | +172+2.3% | Added |
| Edge Capital Group, LLC | 7,605 | $1.07M | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,621 | $1.08M | 0.04% | −20.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,625 | $1.08M | 0.72% | −150−1.9% | Reduced |
| Private Capital Management, LLC | 7,664 | $1.08M | 0.13% | −12−0.2% | Reduced |
| Jupiter Wealth Management LLC | 7,459 | $1.09M | 0.58% | −1,191−13.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,692 | $1.09M | 0.25% | +228+3.1% | Added |
| Bull Street Advisors, LLC | 7,731 | $1.09M | 0.53% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7,800 | $1.10M | 1.04% | +1,173+17.7% | Added |
| Arvest Trust Co N A | 7,818 | $1.10M | 0.07% | −5,601−41.7% | Reduced |
| Van Hulzen Asset Management, LLC | 7,828 | $1.10M | 0.07% | +9+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 7,839 | $1.11M | 0.08% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,843 | $1.11M | 0.17% | −330−4.0% | Reduced |
| Lake Street Financial LLC | 7,879 | $1.11M | 0.14% | +1,340+20.5% | Added |
| Relative Value Partners Group, LLC | 7,879 | $1.11M | 0.14% | +3,341+73.6% | Added |
| Bank Ozk | 7,881 | $1.11M | 0.48% | +2,393+43.6% | Added |
| Glenview Trust Co | 7,914 | $1.12M | 0.02% | +729+10.1% | Added |
| SeaCrest Wealth Management, LLC | 7,923 | $1.12M | 0.13% | −42−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 7,948 | $1.12M | 0.15% | −93−1.2% | Reduced |
| Westmount Partners, LLC | 7,967 | $1.12M | 0.37% | +29+0.4% | Added |
| Fiduciary Group LLC | 7,959 | $1.12M | 0.12% | −93−1.2% | Reduced |
| Covenant Partners, LLC | 8,014 | $1.13M | 0.34% | −204−2.5% | Reduced |
| Natixis | 8,028 | $1.13M | 0.01% | −262,795−97.0% | Reduced |
| Cowa, LLC | 8,020 | $1.13M | 0.61% | −1,621−16.8% | Reduced |
| Summit Trail Advisors, LLC | 8,140 | $1.15M | 0.03% | +3,886+91.3% | Added |
| Buckingham Strategic Partners | 8,140 | $1.15M | 0.03% | −1,416−14.8% | Reduced |
| EP Wealth Advisors, LLC | 8,184 | $1.16M | 0.01% | −102−1.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,205 | $1.16M | 0.23% | +130+1.6% | Added |
| Oak Hill Wealth Advisors, LLC | 8,262 | $1.17M | 0.35% | +8,262 | New |
| Guyasuta Investment Advisors Inc | 8,776 | $1.17M | 0.09% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 8,314 | $1.17M | 0.45% | +8,314 | New |
| Teacher Retirement System of Texas | 8,319 | $1.17M | 0.01% | −23,800−74.1% | Reduced |
| Intrua Financial, LLC | 8,330 | $1.18M | 0.19% | −223−2.6% | Reduced |
| Trustmark National Bank Trust Department | 8,335 | $1.18M | 0.09% | −625−7.0% | Reduced |
| Lokken Investment Group LLC | 8,354 | $1.18M | 0.55% | +723+9.5% | Added |
| Strategic Advisors LLC | 8,370 | $1.18M | 0.23% | −946−10.2% | Reduced |
| Aptus Capital Advisors, LLC | 8,394 | $1.18M | 0.02% | +1,233+17.2% | Added |
| NVWM, LLC | 8,466 | $1.20M | 0.32% | +283+3.5% | Added |
| Csenge Advisory Group | 8,518 | $1.20M | 0.07% | +170+2.0% | Added |
| Dynasty Wealth Management, LLC | 8,570 | $1.21M | 0.04% | +860+11.2% | Added |
| Chelsea Counsel Co | 8,585 | $1.21M | 0.60% | −250−2.8% | Reduced |
| FCG Investment Co | 8,598 | $1.21M | 0.92% | −524−5.7% | Reduced |
| Cornerstone Advisors, LLC | 8,600 | $1.21M | 0.05% | −1,000−10.4% | Reduced |
| Verdence Capital Advisors LLC | 8,690 | $1.23M | 0.11% | −699−7.4% | Reduced |
| Argent Trust Co | 8,715 | $1.23M | 0.05% | +262+3.1% | Added |
| Flagship Harbor Advisors, LLC | 8,798 | $1.24M | 0.07% | +1,001+12.8% | Added |
| AIA Group Ltd | 8,800 | $1.24M | 0.04% | +600+7.3% | Added |
| Old National Bancorp | 8,811 | $1.24M | 0.03% | +467+5.6% | Added |
| M&R Capital Management Inc | 8,814 | $1.24M | 0.30% | +401+4.8% | Added |
| Mutual Advisors, LLC | 8,888 | $1.25M | 0.04% | +339+4.0% | Added |
| Panagora Asset Management Inc | 8,864 | $1.25M | 0.01% | −8,380−48.6% | Reduced |
| Patten Group, Inc. | 8,868 | $1.25M | 0.30% | −111−1.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.25M | 0.08% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 8,903 | $1.26M | 0.39% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 8,924 | $1.26M | 0.03% | +301+3.5% | Added |
| Bleakley Financial Group, LLC | 8,927 | $1.26M | 0.04% | +278+3.2% | Added |
| Lakeview Capital Partners, LLC | 7,879 | $1.29M | 0.21% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 9,137 | $1.29M | 0.29% | −134−1.4% | Reduced |
| Versor Investments LP | 9,138 | $1.29M | 0.24% | +2,351+34.6% | Added |
| Rowland & Co Investment Counsel | 9,161 | $1.29M | 0.28% | −1,935−17.4% | Reduced |
| Fairfield, Bush & Co. | 9,208 | $1.30M | 0.78% | −125−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 9,213 | $1.30M | 0.04% | −2,990−24.5% | Reduced |
| CFS Investment Advisory Services, LLC | 9,222 | $1.30M | 0.11% | +9,222 | New |
| Parcion Private Wealth LLC | 9,225 | $1.30M | 0.12% | +7+0.1% | Added |
| Global Retirement Partners, LLC | 9,226 | $1.30M | 0.04% | +6,442+231.4% | Added |
| Wimmer Associates 1, LLC | 9,295 | $1.31M | 0.67% | −15−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 9,310 | $1.31M | 0.19% | +545+6.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,354 | $1.32M | 0.06% | −26−0.3% | Reduced |
| Beacon Investment Advisors LLC | 9,383 | $1.32M | 0.68% | +4,015+74.8% | Added |
| Delta Financial Advisors LLC | 9,396 | $1.33M | 0.51% | +10.0% | Added |
| Beck Bode, LLC | 9,416 | $1.33M | 0.27% | +4,804+104.2% | Added |
| Redwood Investment Management, LLC | 9,994 | $1.33M | 0.12% | +416+4.3% | Added |
| Peapack Gladstone Financial Corp | 9,427 | $1.33M | 0.02% | +120+1.3% | Added |
| Lee Danner & Bass Inc | 9,426 | $1.33M | 0.10% | +9,426 | New |
| JBR Co Financial Management Inc | 9,435 | $1.33M | 0.94% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 9,501 | $1.34M | 0.04% | +2,400+33.8% | Added |
| Wahed Invest LLC | 9,515 | $1.34M | 0.27% | +1,099+13.1% | Added |
| Creekmur Asset Management LLC | 9,518 | $1.34M | 0.35% | +2,645+38.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,522 | $1.34M | 0.06% | +85+0.9% | Added |
| Scotia Capital Inc. | 9,528 | $1.35M | 0.01% | −900−8.6% | Reduced |
| Ramirez Asset Management, Inc. | 9,562 | $1.35M | 0.27% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,564 | $1.35M | 0.10% | +2,518+35.7% | Added |
| CAPROCK Group, Inc. | 9,567 | $1.35M | 0.05% | +3,364+54.2% | Added |