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 |
|---|---|---|---|---|---|
| Harbour Investment Management LLC | 14,327 | $2.02M | 0.93% | −205−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 14,367 | $2.03M | 0.20% | +298+2.1% | Added |
| Curbstone Financial Management Corp | 14,604 | $2.06M | 0.45% | −468−3.1% | Reduced |
| Koshinski Asset Management, Inc. | 15,545 | $2.06M | 0.19% | −1,483−8.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,730 | $2.08M | 1.97% | −1,453−9.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,734 | $2.08M | 0.48% | −532−3.5% | Reduced |
| BKM Wealth Management, LLC | 14,763 | $2.08M | 1.00% | −1,301−8.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,881 | $2.10M | 0.08% | −9,122−38.0% | Reduced |
| NFJ Investment Group, LLC | 14,917 | $2.11M | 0.06% | −5,278−26.1% | Reduced |
| Crescent Sterling, Ltd. | 14,961 | $2.11M | 2.02% | −1,022−6.4% | Reduced |
| Stephens Inc | 14,989 | $2.12M | 0.03% | +790+5.6% | Added |
| William B. Walkup & Associates, Inc. | 15,034 | $2.12M | 1.39% | +15,034 | New |
| NewEdge Wealth, LLC | 15,115 | $2.13M | 0.05% | −345−2.2% | Reduced |
| PFG Investments, LLC | 15,130 | $2.14M | 0.15% | +940+6.6% | Added |
| Ieq Capital, LLC | 15,137 | $2.14M | 0.03% | +1,215+8.7% | Added |
| Great Valley Advisor Group, Inc. | 15,232 | $2.15M | 0.06% | −537−3.4% | Reduced |
| Hendley & Co Inc | 15,270 | $2.16M | 0.77% | −30−0.2% | Reduced |
| Omers Administration Corp | 15,289 | $2.16M | 0.02% | −5,111−25.1% | Reduced |
| Veriti Management LLC | 15,301 | $2.16M | 0.13% | +1,375+9.9% | Added |
| Bridgefront Capital, LLC | 15,357 | $2.17M | 0.90% | +15,357 | New |
| Haverford Trust Co | 15,456 | $2.18M | 0.02% | +3,178+25.9% | Added |
| F/M Investments LLC | 15,621 | $2.19M | 0.08% | +15,621 | New |
| Pacific Global Investment Management CO | 15,553 | $2.20M | 0.42% | +195+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,595 | $2.20M | 0.09% | +1,504+10.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,667 | $2.21M | 0.69% | +15,667 | New |
| Diversified Trust Co | 15,700 | $2.22M | 0.06% | −6,292−28.6% | Reduced |
| Sowell Financial Services LLC | 15,706 | $2.22M | 0.11% | −628−3.8% | Reduced |
| NEOS Investment Management LLC | 15,806 | $2.23M | 0.09% | +4,980+46.0% | Added |
| Norinchukin Bank, The | 15,868 | $2.24M | 0.06% | +306+2.0% | Added |
| Parallax Volatility Advisers, L.P. | 16,055 | $2.27M | 0.06% | −34,811−68.4% | Reduced |
| DRW Securities, LLC | 16,000 | $2.28M | 0.14% | +14,543+998.1% | Added |
| TBH Global Asset Management, LLC | 16,152 | $2.28M | 0.51% | −450−2.7% | Reduced |
| Jones Financial Companies LLLP | 16,170 | $2.28M | 0.00% | +9,626+147.1% | Added |
| Mesirow Financial Investment Management, Inc. | 16,184 | $2.29M | 0.05% | +68+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 16,213 | $2.29M | 0.17% | +245+1.5% | Added |
| International Assets Investment Management, LLC | 16,310 | $2.30M | 0.22% | +3,855+31.0% | Added |
| Community Bank, N.A. | 16,345 | $2.31M | 0.30% | −89−0.5% | Reduced |
| Brevan Howard Capital Management LP | 16,370 | $2.31M | 0.15% | +8,086+97.6% | Added |
| First Hawaiian Bank | 16,416 | $2.32M | 0.08% | −43−0.3% | Reduced |
| Principal Securities, Inc. | 16,433 | $2.32M | 0.06% | −577−3.4% | Reduced |
| Everett Harris & Co | 16,653 | $2.35M | 0.03% | +175+1.1% | Added |
| Northside Capital Management, LLC | 16,725 | $2.36M | 0.41% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,899 | $2.38M | 0.04% | +12,005+245.3% | Added |
| Clifford Swan Investment Counsel LLC | 16,904 | $2.39M | 0.09% | −54−0.3% | Reduced |
| Vestcor Inc | 17,009 | $2.40M | 0.08% | −2,221−11.5% | Reduced |
| Moser Wealth Advisors, LLC | 17,054 | $2.41M | 1.31% | +333+2.0% | Added |
| First National Advisers, LLC | 17,065 | $2.41M | 0.44% | −20.0% | Reduced |
| XML Financial, LLC | 17,092 | $2.41M | 0.24% | −393−2.2% | Reduced |
| Hancock Whitney Corp | 17,096 | $2.41M | 0.08% | −4,872−22.2% | Reduced |
| Wilkins Investment Counsel Inc | 17,178 | $2.43M | 0.36% | +105+0.6% | Added |
| Fernwood Investment Management, LLC | 17,205 | $2.43M | 0.75% | −50−0.3% | Reduced |
| Carret Asset Management, LLC | 17,238 | $2.43M | 0.28% | −25−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 17,456 | $2.46M | 0.03% | −36,879−67.9% | Reduced |
| Cobblestone Capital Advisors LLC | 17,459 | $2.46M | 0.15% | −1,631−8.5% | Reduced |
| Auxier Asset Management | 17,480 | $2.47M | 0.39% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 17,574 | $2.48M | 0.01% | +745+4.4% | Added |
| Keystone Wealth Services, LLC | 17,657 | $2.49M | 0.78% | +13+0.1% | Added |
| Vident Advisory, LLC | 17,771 | $2.51M | 0.07% | +1,240+7.5% | Added |
| HBK Sorce Advisory LLC | 17,784 | $2.51M | 0.09% | −456−2.5% | Reduced |
| Argyle Capital Management Inc. | 17,846 | $2.52M | 1.04% | −200−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,847 | $2.52M | 1.33% | +74+0.4% | Added |
| Rakuten Investment Management, Inc. | 18,104 | $2.52M | 0.02% | +6,455+55.4% | Added |
| Northwest & Ethical Investments L.P. | 17,890 | $2.53M | 0.07% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 18,156 | $2.56M | 0.75% | −3,575−16.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,322 | $2.59M | 0.04% | +10.0% | Added |
| Mediolanum International Funds Ltd | 19,879 | $2.59M | 0.04% | −681−3.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,472 | $2.61M | 0.09% | +112+0.6% | Added |
| First Manhattan Co | 18,644 | $2.63M | 0.01% | +3,480+22.9% | Added |
| Snowden Capital Advisors LLC | 18,683 | $2.64M | 0.08% | +213+1.2% | Added |
| HB Wealth Management, LLC | 18,758 | $2.65M | 0.03% | +514+2.8% | Added |
| Azzad Asset Management Inc | 18,946 | $2.67M | 0.32% | +205+1.1% | Added |
| Empirical Finance, LLC | 18,975 | $2.68M | 0.17% | −5,968−23.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,077 | $2.69M | 0.04% | −733−3.7% | Reduced |
| PFW Advisors LLC | 19,141 | $2.70M | 0.86% | −1,413−6.9% | Reduced |
| Toroso Investments, LLC | 19,249 | $2.72M | 0.04% | −20,669−51.8% | Reduced |
| Quantinno Capital Management LP | 19,257 | $2.72M | 0.05% | +1,975+11.4% | Added |
| Somerset Trust Co | 19,358 | $2.73M | 1.12% | +31+0.2% | Added |
| Stratos Wealth Partners, LTD. | 19,378 | $2.74M | 0.04% | −8,935−31.6% | Reduced |
| Intrust Bank NA | 19,408 | $2.74M | 0.29% | +148+0.8% | Added |
| Acadian Asset Management LLC | 19,534 | $2.75M | 0.01% | −68,742−77.9% | Reduced |
| Monument Capital Management | 19,549 | $2.76M | 0.81% | +105+0.5% | Added |
| City Holding Co | 19,559 | $2.76M | 0.41% | −235−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 19,607 | $2.77M | 0.09% | +622+3.3% | Added |
| Icon Wealth Advisors, LLC | 19,030 | $2.77M | 0.25% | +639+3.5% | Added |
| Concurrent Investment Advisors, LLC | 19,709 | $2.78M | 0.09% | +9,978+102.5% | Added |
| DCM Advisors, LLC | 19,745 | $2.79M | 1.47% | −2,380−10.8% | Reduced |
| Teamwork Financial Advisors, LLC | 19,803 | $2.80M | 0.41% | +3,600+22.2% | Added |
| Argonautica Private Wealth Management, Inc | 19,840 | $2.80M | 0.96% | −71−0.4% | Reduced |
| Regions Financial Corp | 19,855 | $2.80M | 0.02% | +102+0.5% | Added |
| Hartford Financial Management Inc. | 19,903 | $2.81M | 0.60% | −275−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 20,186 | $2.85M | 0.03% | +741+3.8% | Added |
| Patten & Patten Inc | 20,196 | $2.85M | 0.20% | −421−2.0% | Reduced |
| Rockline Wealth Management, LLC | 20,391 | $2.88M | 0.89% | +527+2.7% | Added |
| Becker Capital Management Inc | 20,675 | $2.92M | 0.10% | −678−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,708 | $2.92M | 0.14% | −297−1.4% | Reduced |
| First Nebraska Trust Co | 20,737 | $2.93M | 0.30% | −112−0.5% | Reduced |
| Wedbush Securities Inc | 20,745 | $2.93M | 0.10% | +727+3.6% | Added |
| Silvercrest Asset Management Group LLC | 20,938 | $2.96M | 0.02% | −17−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 21,072 | $2.98M | 0.23% | 00.0% | Unchanged |
| Synovus Financial Corp | 21,178 | $2.99M | 0.04% | +96+0.5% | Added |