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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 32,190 | $4.54M | 0.00% | −788,140−96.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 32,227 | $4.55M | 0.50% | −6,325−16.4% | Reduced |
| KBC Group NV | 32,392 | $4.57M | 0.01% | −62,550−65.9% | Reduced |
| Sendero Wealth Management, LLC | 32,403 | $4.57M | 0.77% | +2,329+7.7% | Added |
| Paloma Partners Management Co | 32,434 | $4.58M | 0.40% | +27,792+598.7% | Added |
| Canal Insurance CO | 32,500 | $4.59M | 1.21% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 32,503 | $4.59M | 0.88% | −750−2.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 32,517 | $4.59M | 1.15% | +345+1.1% | Added |
| Mizuho Securities USA LLC | 32,684 | $4.61M | 0.10% | +32,684 | New |
| Northeast Financial Consultants Inc | 32,720 | $4.62M | 0.21% | −480−1.4% | Reduced |
| Martin Capital Partners, LLC | 32,822 | $4.63M | 1.87% | −1,062−3.1% | Reduced |
| Maryland State Retirement & Pension System | 33,021 | $4.66M | 0.09% | −1,626−4.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 33,310 | $4.70M | 0.11% | −1,761−5.0% | Reduced |
| Resources Investment Advisors, LLC. | 33,419 | $4.72M | 0.06% | +4,449+15.4% | Added |
| Independent Advisor Alliance | 33,610 | $4.74M | 0.16% | +1,530+4.8% | Added |
| First American Bank | 33,680 | $4.75M | 0.36% | −55−0.2% | Reduced |
| Atria Investments LLC | 33,739 | $4.76M | 0.06% | +1,388+4.3% | Added |
| Opus Investment Management Inc | 33,800 | $4.77M | 3.08% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 34,095 | $4.81M | 0.84% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 34,272 | $4.84M | 0.01% | +1,573+4.8% | Added |
| MUFG Securities EMEA plc | 34,400 | $4.86M | 0.22% | +34,400 | New |
| Mattern Wealth Management LLC | 34,622 | $4.89M | 1.17% | −2,063−5.6% | Reduced |
| Pinnacle Associates Ltd | 34,655 | $4.89M | 0.08% | +478+1.4% | Added |
| Robeco Institutional Asset Management B.V. | 34,739 | $4.90M | 0.01% | −245,054−87.6% | Reduced |
| Gulf International Bank (UK) Ltd | 35,047 | $4.95M | 0.12% | −4,248−10.8% | Reduced |
| JustInvest LLC | 36,815 | $5.02M | 0.10% | +2,330+6.8% | Added |
| Invesco, LLC | 35,906 | $5.07M | 2.12% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 36,709 | $5.12M | 0.03% | −97,027−72.6% | Reduced |
| Oregon Public Employees Retirement Fund | 36,375 | $5.14M | 0.10% | −390−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 36,460 | $5.15M | 0.04% | −3,057−7.7% | Reduced |
| Level Four Advisory Services, LLC | 36,605 | $5.17M | 0.23% | −7,459−16.9% | Reduced |
| Mackenzie Financial Corp | 37,008 | $5.22M | 0.01% | −984−2.6% | Reduced |
| Sienna Gestion | 37,046 | $5.23M | 0.46% | +37,046 | New |
| Brady Family Wealth, LLC | 37,266 | $5.26M | 1.70% | +346+0.9% | Added |
| HM Payson & Co | 37,330 | $5.27M | 0.10% | −331−0.9% | Reduced |
| Colonial Trust Co | 37,597 | $5.31M | 0.93% | +1,516+4.2% | Added |
| Wintrust Investments LLC | 37,618 | $5.31M | 0.43% | −1,652−4.2% | Reduced |
| Elo Mutual Pension Insurance Co | 37,688 | $5.32M | 0.12% | −9,127−19.5% | Reduced |
| Farmers & Merchants Investments Inc | 37,828 | $5.34M | 0.18% | −415−1.1% | Reduced |
| Bokf, NA | 37,963 | $5.36M | 0.10% | −22,018−36.7% | Reduced |
| Shorepoint Capital Partners LLC | 38,219 | $5.40M | 1.27% | −235−0.6% | Reduced |
| Rothschild Investment LLC | 38,493 | $5.43M | 0.38% | −108−0.3% | Reduced |
| Beacon Financial Group | 38,505 | $5.44M | 0.62% | −1,959−4.8% | Reduced |
| USS Investment Management Ltd | 38,600 | $5.45M | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 38,883 | $5.49M | 0.13% | −735−1.9% | Reduced |
| Berger Financial Group, Inc | 39,009 | $5.51M | 0.44% | −254−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 39,440 | $5.57M | 0.06% | −14,581−27.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,449 | $5.57M | 0.01% | +2,596+7.0% | Added |
| Huntington National Bank | 39,686 | $5.60M | 0.04% | +83+0.2% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.61M | 2.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 39,772 | $5.61M | 0.20% | −100−0.3% | Reduced |
| Umb Bank N A | 39,931 | $5.64M | 0.09% | −772−1.9% | Reduced |
| Quotient Wealth Partners, LLC | 40,010 | $5.65M | 0.20% | +4,435+12.5% | Added |
| Kingsview Wealth Management, LLC | 40,299 | $5.69M | 0.13% | −17,739−30.6% | Reduced |
| Cozad Asset Management Inc | 40,382 | $5.70M | 0.57% | +11,121+38.0% | Added |
| Montgomery Investment Management Inc | 40,535 | $5.72M | 2.26% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 40,552 | $5.72M | 0.61% | +1,896+4.9% | Added |
| Cary Street Partner Investment Advisory LLC | 40,671 | $5.74M | 0.23% | −4,533−10.0% | Reduced |
| Ancora Advisors, LLC | 40,843 | $5.77M | 0.14% | −740−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 41,368 | $5.84M | 0.10% | +3,566+9.4% | Added |
| Fiera Capital Corp | 41,530 | $5.86M | 0.02% | +41,530 | New |
| Texas Yale Capital Corp. | 41,613 | $5.87M | 0.28% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 41,951 | $5.92M | 0.48% | +2,033+5.1% | Added |
| Jefferies Financial Group Inc. | 41,975 | $5.93M | 0.12% | +34,415+455.2% | Added |
| Oppenheimer & Co Inc | 42,063 | $5.94M | 0.09% | −9,995−19.2% | Reduced |
| Stablepoint Partners, LLC | 42,549 | $5.97M | 1.16% | −6,492−13.2% | Reduced |
| King Luther Capital Management Corp | 42,349 | $5.98M | 0.03% | −1,336−3.1% | Reduced |
| Arkadios Wealth Advisors | 42,583 | $6.01M | 0.41% | −764−1.8% | Reduced |
| Private Advisor Group, LLC | 43,019 | $6.07M | 0.04% | −2,353−5.2% | Reduced |
| Colonial Trust Advisors | 43,137 | $6.09M | 0.58% | +111+0.3% | Added |
| Tower Research Capital LLC (TRC) | 43,605 | $6.16M | 0.10% | +34,378+372.6% | Added |
| SG Americas Securities, LLC | 43,743 | $6.17M | 0.04% | −100,984−69.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,842 | $6.19M | 0.07% | +708+1.6% | Added |
| Gotham Asset Management, LLC | 44,049 | $6.22M | 0.08% | +1,856+4.4% | Added |
| Lido Advisors, LLC | 44,092 | $6.22M | 0.05% | +28,811+188.5% | Added |
| Sierra Summit Advisors LLC | 44,356 | $6.26M | 1.55% | +44,356 | New |
| Wolverine Trading, LLC | 44,447 | $6.27M | 0.10% | +10,545+31.1% | Added |
| Atlantic Union Bankshares Corp | 44,605 | $6.30M | 0.39% | −797−1.8% | Reduced |
| Stolper Co | 45,584 | $6.43M | 2.27% | +761+1.7% | Added |
| Royal Fund Management, LLC | 45,564 | $6.49M | 0.87% | −8,285−15.4% | Reduced |
| Mirador Capital Partners LP | 46,224 | $6.53M | 1.23% | +1,227+2.7% | Added |
| Railway Pension Investments Ltd | 46,400 | $6.55M | 0.08% | −16,600−26.3% | Reduced |
| Buckingham Capital Management, Inc. | 46,924 | $6.62M | 0.79% | −2,581−5.2% | Reduced |
| Telos Capital Management, Inc. | 47,446 | $6.70M | 0.74% | +4,402+10.2% | Added |
| FourThought Financial Partners, LLC | 47,565 | $6.71M | 0.86% | +268+0.6% | Added |
| Kesler, Norman & Wride, LLC | 47,707 | $6.73M | 1.43% | −1,925−3.9% | Reduced |
| Rodgers Brothers Inc. | 48,013 | $6.78M | 0.92% | +25+0.1% | Added |
| Man Group plc | 48,080 | $6.79M | 0.02% | −20,842−30.2% | Reduced |
| Scissortail Wealth Management, LLC | 48,363 | $6.83M | 1.74% | +505+1.1% | Added |
| Buck Wealth Strategies, LLC | 48,363 | $6.83M | 2.02% | +48,363 | New |
| Beacon Pointe Advisors, LLC | 48,561 | $6.86M | 0.08% | −3,598−6.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,860 | $6.90M | 0.02% | +48,860 | New |
| Janus Henderson Group PLC | 49,650 | $7.01M | 0.00% | −14,678−22.8% | Reduced |
| Salem Investment Counselors Inc | 49,747 | $7.02M | 0.23% | −425−0.8% | Reduced |
| NewSquare Capital LLC | 50,434 | $7.03M | 0.60% | +2,736+5.7% | Added |
| RBF Capital, LLC | 50,000 | $7.06M | 0.41% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 50,000 | $7.06M | 0.49% | +50,000 | New |
| Wesbanco Bank Inc | 50,664 | $7.15M | 0.27% | −876−1.7% | Reduced |
| Park Avenue Securities LLC | 50,725 | $7.16M | 0.09% | −2,573−4.8% | Reduced |
| Wealthfront Advisers LLC | 51,018 | $7.20M | 0.02% | +3,631+7.7% | Added |