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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 9,573 | $1.35M | 0.33% | +95+1.0% | Added |
| VisionPoint Advisory Group, LLC | 9,578 | $1.35M | 0.48% | −407−4.1% | Reduced |
| BayBridge Capital Group, LLC | 9,596 | $1.35M | 1.06% | +265+2.8% | Added |
| Equitable Holdings, Inc. | 9,607 | $1.36M | 0.01% | +251+2.7% | Added |
| RFG Advisory, LLC | 9,625 | $1.36M | 0.04% | −771−7.4% | Reduced |
| Alta Capital Management LLC | 9,631 | $1.36M | 0.09% | +24+0.2% | Added |
| Horizon Investments, LLC | 9,651 | $1.36M | 0.04% | −670−6.5% | Reduced |
| Paradigm Asset Management Co LLC | 9,700 | $1.37M | 0.38% | −2,500−20.5% | Reduced |
| Jacobi Capital Management LLC | 9,815 | $1.39M | 0.12% | +520+5.6% | Added |
| Barry Investment Advisors, LLC | 9,830 | $1.39M | 0.47% | −720−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 9,866 | $1.39M | 0.02% | +194+2.0% | Added |
| Umpqua Bank | 9,925 | $1.40M | 0.54% | +486+5.1% | Added |
| Venturi Wealth Management, LLC | 9,932 | $1.40M | 0.08% | −1,015−9.3% | Reduced |
| J.W. Cole Advisors, Inc. | 9,992 | $1.41M | 0.07% | −74−0.7% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.41M | 1.32% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,031 | $1.42M | 0.10% | +65+0.7% | Added |
| Harvest Portfolios Group Inc. | 10,084 | $1.42M | 0.05% | +189+1.9% | Added |
| Pavion Blue Capital, LLC | 10,087 | $1.42M | 0.70% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 10,092 | $1.42M | 0.02% | −1,613−13.8% | Reduced |
| Frank, Rimerman Advisors LLC | 10,147 | $1.43M | 0.10% | +10,136+92,145.5% | Added |
| Ingalls & Snyder LLC | 10,165 | $1.44M | 0.06% | −15−0.1% | Reduced |
| Adirondack Trust Co | 10,182 | $1.44M | 0.59% | −20−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 10,217 | $1.44M | 0.07% | +5,366+110.6% | Added |
| Cullinan Associates Inc | 10,239 | $1.45M | 0.08% | +100+1.0% | Added |
| Groupama Asset Managment | 10,274 | $1.45M | 0.03% | +4,585+80.6% | Added |
| Great Lakes Retirement, Inc. | 10,286 | $1.45M | 0.20% | +1,479+16.8% | Added |
| Jeppson Wealth Management, LLC | 10,367 | $1.46M | 0.56% | −50−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 10,383 | $1.47M | 0.10% | +1,848+21.7% | Added |
| Searle & Co. | 10,383 | $1.47M | 0.34% | 00.0% | Unchanged |
| Ostrum Asset Management | 10,439 | $1.47M | 0.13% | −812−7.2% | Reduced |
| South State Corp. | 10,448 | $1.47M | 0.11% | −134−1.3% | Reduced |
| Signaturefd, LLC | 10,456 | $1.48M | 0.03% | +867+9.0% | Added |
| Two Sigma Securities, LLC | 10,483 | $1.48M | 0.07% | +10,483 | New |
| Caldwell Trust Co | 10,485 | $1.48M | 0.16% | +598+6.0% | Added |
| Financial Advocates Investment Management | 10,520 | $1.49M | 0.09% | −950−8.3% | Reduced |
| Resources Management Corp | 10,556 | $1.49M | 0.22% | +119+1.1% | Added |
| Wealthspire Advisors, LLC | 10,598 | $1.50M | 0.02% | −770−6.8% | Reduced |
| First National Trust Co | 10,699 | $1.51M | 0.06% | −42−0.4% | Reduced |
| Guardian Wealth Management, Inc. | 10,705 | $1.51M | 1.16% | −141−1.3% | Reduced |
| Tower Bridge Advisors | 10,762 | $1.52M | 0.17% | +150+1.4% | Added |
| Armor Investment Advisors, LLC | 10,804 | $1.53M | 0.70% | −231−2.1% | Reduced |
| Regal Investment Advisors LLC | 10,869 | $1.53M | 0.10% | +356+3.4% | Added |
| Greenleaf Trust | 10,872 | $1.53M | 0.01% | +110+1.0% | Added |
| Jump Financial, LLC | 10,949 | $1.55M | 0.03% | +7,781+245.6% | Added |
| Laurion Capital Management LP | 10,973 | $1.55M | 0.05% | −146,027−93.0% | Reduced |
| Exeter Financial, LLC | 11,055 | $1.56M | 0.74% | −20−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,109 | $1.57M | 0.45% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,112 | $1.57M | 0.04% | −493−4.2% | Reduced |
| Country Club Bank | 11,264 | $1.57M | 0.11% | −1,301−10.4% | Reduced |
| Spears Abacus Advisors LLC | 11,178 | $1.58M | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,188 | $1.58M | 0.02% | +138+1.2% | Added |
| Moneta Group Investment Advisors LLC | 11,190 | $1.58M | 0.03% | −120−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 11,479 | $1.62M | 0.07% | +126+1.1% | Added |
| Moors & Cabot, Inc. | 11,540 | $1.63M | 0.09% | −313−2.6% | Reduced |
| Vontobel Holding Ltd. | 11,582 | $1.64M | 0.01% | −1,009−8.0% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.64M | 0.22% | −12,276−51.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,751 | $1.66M | 0.02% | +91+0.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 11,761 | $1.66M | 0.40% | −730−5.8% | Reduced |
| Counterweight Ventures, LLC | 11,785 | $1.66M | 1.26% | +677+6.1% | Added |
| Pathway Financial Advisers, LLC | 11,857 | $1.67M | 0.60% | −52−0.4% | Reduced |
| United Services Automobile Association | 11,878 | $1.68M | 0.04% | −641−5.1% | Reduced |
| Savant Capital, LLC | 11,910 | $1.68M | 0.02% | +255+2.2% | Added |
| IHT Wealth Management, LLC | 11,911 | $1.68M | 0.06% | −819,999−98.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,044 | $1.70M | 0.02% | −135−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 12,056 | $1.70M | 0.05% | +717+6.3% | Added |
| Smith, Moore & Co. | 12,091 | $1.71M | 0.18% | +241+2.0% | Added |
| Centiva Capital, LP | 12,160 | $1.72M | 0.08% | +9,629+380.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,182 | $1.72M | 0.09% | +1,424+13.2% | Added |
| Bangor Savings Bank | 12,214 | $1.72M | 0.17% | −116−0.9% | Reduced |
| Marion Wealth Management | 12,327 | $1.74M | 0.51% | +128+1.0% | Added |
| Infrastructure Capital Advisors, LLC | 12,432 | $1.76M | 0.24% | +10,178+451.6% | Added |
| Paragon Capital Management LLC | 12,465 | $1.76M | 0.95% | +101+0.8% | Added |
| Ar Asset Management Inc | 12,600 | $1.78M | 0.43% | 00.0% | Unchanged |
| Estate Counselors, LLC | 12,615 | $1.78M | 0.20% | −55−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,644 | $1.78M | 0.06% | −371−2.9% | Reduced |
| Apollon Wealth Management, LLC | 12,777 | $1.80M | 0.05% | +1,249+10.8% | Added |
| Valeo Financial Advisors, LLC | 12,880 | $1.82M | 0.06% | +70+0.5% | Added |
| Sigma Planning Corp | 12,886 | $1.82M | 0.06% | −777−5.7% | Reduced |
| Wetherby Asset Management Inc | 12,910 | $1.82M | 0.09% | +56+0.4% | Added |
| Fruth Investment Management | 12,995 | $1.83M | 0.50% | −100−0.8% | Reduced |
| Shelton Capital Management | 13,003 | $1.84M | 0.05% | −334−2.5% | Reduced |
| Independent Financial Group, LLC | 13,056 | $1.84M | 0.07% | −11,135−46.0% | Reduced |
| Capital Fund Management S.A. | 13,203 | $1.86M | 0.02% | −397,380−96.8% | Reduced |
| Fortem Financial Group, LLC | 13,231 | $1.87M | 0.80% | −635−4.6% | Reduced |
| Evercore Wealth Management, LLC | 13,320 | $1.88M | 0.03% | 00.0% | Unchanged |
| Terry L. Blaker | 13,347 | $1.88M | 0.08% | +175+1.3% | Added |
| Inscription Capital, LLC | 13,410 | $1.89M | 0.30% | +257+2.0% | Added |
| SpiderRock Advisors, LLC | 13,422 | $1.89M | 0.05% | +5,467+68.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,492 | $1.90M | 0.05% | −152−1.1% | Reduced |
| Allworth Financial LP | 13,756 | $1.90M | 0.01% | −1,323−8.8% | Reduced |
| Energy Income Partners, LLC | 13,496 | $1.91M | 0.04% | +468+3.6% | Added |
| Bridgeway Capital Management, LLC | 13,500 | $1.91M | 0.04% | −40,300−74.9% | Reduced |
| Clearstead Advisors, LLC | 13,582 | $1.92M | 0.03% | +5,917+77.2% | Added |
| CTC Alternative Strategies, Ltd. | 13,600 | $1.92M | 0.81% | +13,600 | New |
| YHB Investment Advisors, Inc. | 13,650 | $1.93M | 0.17% | +351+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,674 | $1.93M | 0.13% | −516−3.6% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.95M | 0.08% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,980 | $1.97M | 0.02% | −11,747−45.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $2.00M | 0.25% | −4,100−22.4% | Reduced |
| Capital Advisors Inc | 14,314 | $2.02M | 0.04% | −759−5.0% | Reduced |