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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 21,218 | $3.00M | 0.03% | +12,642+147.4% | Added |
| Metis Global Partners, LLC | 21,227 | $3.00M | 0.10% | −101−0.5% | Reduced |
| Cheviot Value Management, LLC | 21,302 | $3.01M | 0.59% | +21,302 | New |
| Cyndeo Wealth Partners, LLC | 21,311 | $3.01M | 0.24% | −34,238−61.6% | Reduced |
| MAI Capital Management | 21,685 | $3.06M | 0.03% | +212+1.0% | Added |
| Americana Partners, LLC | 21,892 | $3.09M | 0.24% | +380+1.8% | Added |
| Viking Fund Management LLC | 22,000 | $3.11M | 0.56% | −2,000−8.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 22,101 | $3.12M | 0.47% | −1,403−6.0% | Reduced |
| New Mexico Educational Retirement Board | 22,128 | $3.12M | 0.11% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 22,142 | $3.13M | 0.04% | +22,142 | New |
| Quarry LP | 22,149 | $3.13M | 1.30% | +11,820+114.4% | Added |
| CFM Wealth Partners LLC | 22,177 | $3.13M | 0.58% | +60.0% | Added |
| Financial Counselors Inc | 22,339 | $3.15M | 0.05% | +3,242+17.0% | Added |
| Carnegie Capital Asset Management, LLC | 22,390 | $3.16M | 0.10% | −1,075−4.6% | Reduced |
| Profund Advisors LLC | 22,498 | $3.18M | 0.12% | +1,615+7.7% | Added |
| Brookstone Capital Management | 22,625 | $3.18M | 0.05% | −451−2.0% | Reduced |
| TownSquare Capital, LLC | 22,698 | $3.20M | 0.04% | +1,422+6.7% | Added |
| Brinker Capital Investments, LLC | 22,789 | $3.22M | 0.03% | +5,333+30.6% | Added |
| Orion Portfolio Solutions, LLC | 22,789 | $3.22M | 0.03% | +5,333+30.6% | Added |
| First National Bank of Omaha | 22,874 | $3.23M | 0.21% | +9,751+74.3% | Added |
| Van Eck Associates Corp | 22,923 | $3.24M | 0.00% | −5,483−19.3% | Reduced |
| SevenBridge Financial Group, LLC | 24,349 | $3.24M | 0.72% | −183−0.7% | Reduced |
| Zacks Investment Management | 23,140 | $3.27M | 0.04% | +820+3.7% | Added |
| Catalyst Capital Advisors LLC | 23,170 | $3.27M | 0.08% | −130−0.6% | Reduced |
| CWM, LLC | 23,268 | $3.29M | 0.02% | +203+0.9% | Added |
| Miracle Mile Advisors, LLC | 23,294 | $3.29M | 0.08% | +473+2.1% | Added |
| Davenport & Co LLC | 23,316 | $3.29M | 0.02% | −126−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,354 | $3.30M | 0.02% | +8,100+53.1% | Added |
| Stock Yards Bank & Trust Co | 23,414 | $3.31M | 0.11% | −500−2.1% | Reduced |
| Richard Bernstein Advisors LLC | 23,493 | $3.32M | 0.07% | +30.0% | Added |
| Prime Capital Investment Advisors, LLC | 23,555 | $3.33M | 0.05% | −600−2.5% | Reduced |
| Commerzbank Aktiengesellschaft | 23,649 | $3.34M | 0.11% | +10,890+85.4% | Added |
| Louisiana State Employees Retirement System | 24,000 | $3.39M | 0.07% | −1,000−4.0% | Reduced |
| Equitable Trust Co | 24,004 | $3.39M | 0.23% | +5,041+26.6% | Added |
| Ferguson Wellman Capital Management, Inc | 24,130 | $3.41M | 0.07% | −339−1.4% | Reduced |
| UniSuper Management Pty Ltd | 24,204 | $3.42M | 0.03% | +12,100+100.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,263 | $3.43M | 1.14% | +120.0% | Added |
| Kovitz Investment Group Partners, LLC | 24,275 | $3.43M | 0.03% | +3,032+14.3% | Added |
| Sonora Investment Management Group, LLC | 21,006 | $3.43M | 0.27% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 24,377 | $3.44M | 0.10% | −949−3.7% | Reduced |
| Occudo Quantitative Strategies LP | 24,391 | $3.44M | 0.61% | +24,391 | New |
| Virginia Wealth Management Group, Inc. | 24,463 | $3.45M | 2.83% | −118−0.5% | Reduced |
| Garrison Asset Management, LLC | 24,493 | $3.46M | 1.82% | −65−0.3% | Reduced |
| SWS Partners | 24,762 | $3.49M | 1.04% | +1,823+7.9% | Added |
| Bremer Bank National Association | 24,812 | $3.50M | 0.68% | −654−2.6% | Reduced |
| Strategic Planning Group, LLC | 24,915 | $3.52M | 0.77% | +6,141+32.7% | Added |
| River Wealth Advisors LLC | 25,036 | $3.53M | 0.51% | −472−1.9% | Reduced |
| Fundamentun, LLC | 25,039 | $3.53M | 0.29% | +1,928+8.3% | Added |
| Herold Advisors, Inc. | 25,091 | $3.54M | 0.82% | +736+3.0% | Added |
| Cardinal Capital Management | 25,094 | $3.54M | 0.60% | −33−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 25,179 | $3.55M | 0.13% | +750+3.1% | Added |
| Summit Financial, LLC | 25,264 | $3.57M | 0.16% | +4,720+23.0% | Added |
| Wisconsin Capital Management LLC | 25,330 | $3.58M | 1.81% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 25,385 | $3.58M | 0.19% | +3,583+16.4% | Added |
| M&G Plc | 25,506 | $3.60M | 0.02% | +25,506 | New |
| Patton Fund Management, Inc. | 25,900 | $3.66M | 0.77% | −5,288−17.0% | Reduced |
| German American Bancorp, Inc. | 26,219 | $3.70M | 0.43% | +411+1.6% | Added |
| Principle Wealth Partners LLC | 26,227 | $3.70M | 0.28% | −20.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,390 | $3.73M | 0.20% | +26,390 | New |
| Burney Co | 26,528 | $3.74M | 0.14% | +6,998+35.8% | Added |
| Mather Group, LLC. | 22,995 | $3.76M | 0.05% | +13,551+143.5% | Added |
| Ameritas Investment Partners, Inc. | 26,771 | $3.78M | 0.13% | +197+0.7% | Added |
| Candriam Luxembourg S.C.A. | 26,816 | $3.79M | 0.02% | −2,761−9.3% | Reduced |
| Clearbridge Investments, LLC | 27,084 | $3.82M | 0.00% | −5,653−17.3% | Reduced |
| Hartford Investment Management Co | 27,136 | $3.83M | 0.13% | −635−2.3% | Reduced |
| Prospera Financial Services Inc | 27,191 | $3.84M | 0.11% | +1,639+6.4% | Added |
| Aigen Investment Management, LP | 27,262 | $3.85M | 0.75% | +27,262 | New |
| Tocqueville Asset Management L.P. | 27,646 | $3.90M | 0.06% | −1,369−4.7% | Reduced |
| Johnson Investment Counsel Inc | 27,647 | $3.90M | 0.04% | −405−1.4% | Reduced |
| Riverview Capital Advisers, LLC | 27,875 | $3.94M | 1.33% | −955−3.3% | Reduced |
| Cary Street Partners Asset Management LLC | 27,931 | $3.94M | 0.58% | −4,071−12.7% | Reduced |
| Ellerson Group Inc | 27,998 | $3.95M | 3.01% | −1,382−4.7% | Reduced |
| Citizens National Bank Trust Department | 28,044 | $3.96M | 0.88% | −355−1.3% | Reduced |
| Parsons Capital Management Inc | 28,099 | $3.97M | 0.27% | −134−0.5% | Reduced |
| 1832 Asset Management L.P. | 28,110 | $3.97M | 0.01% | −153,911−84.6% | Reduced |
| National Asset Management, Inc. | 28,288 | $3.99M | 0.10% | −9,887−25.9% | Reduced |
| Banque Cantonale Vaudoise | 28,392 | $4.01M | 0.16% | +8,675+44.0% | Added |
| La Banque Postale Asset Management SA | 28,429 | $4.01M | 0.16% | −11,853−29.4% | Reduced |
| Atria Wealth Solutions, Inc. | 28,475 | $4.02M | 0.04% | −5,901−17.2% | Reduced |
| Central Trust Co | 28,677 | $4.05M | 0.10% | −402−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,872 | $4.08M | 0.07% | +11,346+64.7% | Added |
| Kerusso Capital Management LLC | 29,078 | $4.10M | 2.98% | +29,078 | New |
| TD Private Client Wealth LLC | 29,185 | $4.12M | 0.13% | −2,061−6.6% | Reduced |
| Glass Wealth Management Co LLC | 29,444 | $4.16M | 2.43% | +244+0.8% | Added |
| Altrius Capital Management Inc | 29,561 | $4.17M | 1.10% | +400+1.4% | Added |
| TD Waterhouse Canada Inc. | 29,842 | $4.21M | 0.04% | −7,688−20.5% | Reduced |
| Tweedy, Browne Co LLC | 30,228 | $4.27M | 0.20% | −1,081−3.5% | Reduced |
| Heritage Trust Co | 30,550 | $4.31M | 0.57% | +226+0.7% | Added |
| Baxter Bros Inc | 30,852 | $4.36M | 0.57% | −156−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,073 | $4.39M | 0.24% | −347−1.1% | Reduced |
| CIBC World Markets Inc. | 31,119 | $4.39M | 0.01% | −68,992−68.9% | Reduced |
| Trajan Wealth LLC | 31,378 | $4.43M | 0.28% | −209−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 31,397 | $4.43M | 0.68% | +1,561+5.2% | Added |
| Fifth Third Bancorp | 31,427 | $4.44M | 0.02% | +234+0.8% | Added |
| Bessemer Group Inc | 31,660 | $4.47M | 0.01% | −22,552−41.6% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $4.47M | 1.24% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 31,698 | $4.47M | 0.09% | +31,698 | New |
| Kentucky Retirement Systems | 31,947 | $4.51M | 0.13% | −708−2.2% | Reduced |
| BNC Wealth Management, LLC | 32,038 | $4.52M | 1.68% | +2,182+7.3% | Added |
| McDonald Partners LLC | 32,086 | $4.53M | 1.21% | +254+0.8% | Added |