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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 51,564 | $7.28M | 0.05% | −101−0.2% | Reduced |
| Disciplined Investments, LLC | 51,678 | $7.30M | 3.88% | −20.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 51,738 | $7.30M | 1.58% | +1,530+3.0% | Added |
| Alley Investment Management Company, LLC | 51,995 | $7.34M | 1.00% | −9,114−14.9% | Reduced |
| Kornitzer Capital Management Inc | 52,025 | $7.34M | 0.14% | −425−0.8% | Reduced |
| Mutual of America Capital Management LLC | 53,465 | $7.55M | 0.08% | −2,912−5.2% | Reduced |
| Brick & Kyle, Associates | 54,160 | $7.65M | 3.16% | +1,598+3.0% | Added |
| FIL Ltd | 54,403 | $7.68M | 0.01% | +7,262+15.4% | Added |
| Commerce Bank | 54,679 | $7.72M | 0.05% | −731−1.3% | Reduced |
| Daiwa Securities Group Inc. | 55,025 | $7.77M | 0.04% | +2,689+5.1% | Added |
| Cresset Asset Management, LLC | 55,893 | $7.89M | 0.03% | +8,354+17.6% | Added |
| Advisors Capital Management, LLC | 56,149 | $7.93M | 0.14% | +625+1.1% | Added |
| AXA S.A. | 56,263 | $7.94M | 0.02% | −19,317−25.6% | Reduced |
| AMJ Financial Wealth Management | 57,176 | $8.07M | 2.51% | −176−0.3% | Reduced |
| Brown Advisory Inc | 57,623 | $8.13M | 0.01% | +1,706+3.1% | Added |
| Leavell Investment Management, Inc. | 57,715 | $8.15M | 0.45% | +3,100+5.7% | Added |
| New York Life Investment Management LLC | 58,346 | $8.24M | 0.08% | −503−0.9% | Reduced |
| Xponance, Inc. | 58,652 | $8.28M | 0.08% | −2,474−4.0% | Reduced |
| Steel Peak Wealth Management LLC | 59,510 | $8.40M | 0.40% | +56,284+1,744.7% | Added |
| Cerity Partners LLC | 60,575 | $8.55M | 0.02% | −12,720−17.4% | Reduced |
| Visionary Wealth Advisors | 60,857 | $8.59M | 0.56% | +1,592+2.7% | Added |
| DT Investment Partners, LLC | 60,904 | $8.60M | 0.76% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 61,650 | $8.70M | 0.14% | −5,108−7.7% | Reduced |
| CIBC Private Wealth Group, LLC | 64,553 | $8.78M | 0.02% | −661−1.0% | Reduced |
| First American Trust, FSB | 62,491 | $8.82M | 0.88% | +2,930+4.9% | Added |
| Yousif Capital Management, LLC | 62,869 | $8.88M | 0.10% | −2,559−3.9% | Reduced |
| Pathstone Holdings, LLC | 63,212 | $8.92M | 0.04% | +9,726+18.2% | Added |
| Cypress Capital Group | 64,703 | $9.13M | 1.09% | −215−0.3% | Reduced |
| Bryn Mawr Trust Co | 64,977 | $9.17M | 0.35% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 64,997 | $9.18M | 3.06% | −15,976−19.7% | Reduced |
| Verity & Verity, LLC | 65,125 | $9.19M | 1.00% | +2,027+3.2% | Added |
| RPG Investment Advisory, LLC | 65,379 | $9.23M | 1.36% | +437+0.7% | Added |
| Foundation Resource Management Inc | 65,662 | $9.27M | 1.48% | −550−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 65,963 | $9.31M | 0.10% | −5,109−7.2% | Reduced |
| Osborne Partners Capital Management, LLC | 65,991 | $9.32M | 0.56% | −1,576−2.3% | Reduced |
| Alaska Permanent Fund Corp | 65,636 | $9.55M | 0.14% | −12,410−15.9% | Reduced |
| CIBC Asset Management Inc | 67,687 | $9.56M | 0.03% | −5,773−7.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 68,473 | $9.65M | 0.42% | +63,730+1,343.7% | Added |
| Utah Retirement Systems | 69,867 | $9.86M | 0.12% | −6,400−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 70,540 | $9.96M | 0.19% | −12,472−15.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $10.1M | 0.13% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 71,609 | $10.1M | 1.30% | −50.0% | Reduced |
| Bank of Nova Scotia | 71,775 | $10.1M | 0.02% | +11,243+18.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,226 | $10.2M | 0.03% | +13,418+22.8% | Added |
| Calamos Advisors LLC | 72,889 | $10.3M | 0.05% | −2,661−3.5% | Reduced |
| Simmons Bank | 73,053 | $10.3M | 0.78% | −529−0.7% | Reduced |
| Venture Visionary Partners LLC | 73,072 | $10.3M | 0.48% | +2,999+4.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 73,716 | $10.4M | 0.04% | −7,422−9.1% | Reduced |
| Public Sector Pension Investment Board | 73,788 | $10.4M | 0.07% | +2,283+3.2% | Added |
| Daymark Wealth Partners, LLC | 74,418 | $10.5M | 0.48% | +816+1.1% | Added |
| State of Alaska, Department of Revenue | 74,568 | $10.5M | 0.12% | +960+1.3% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $10.6M | 0.83% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 75,336 | $10.6M | 0.09% | +3,456+4.8% | Added |
| Marco Investment Management LLC | 76,120 | $10.7M | 0.99% | +959+1.3% | Added |
| Advisory Services Network, LLC | 76,362 | $10.8M | 0.22% | −874−1.1% | Reduced |
| Martingale Asset Management L P | 77,054 | $10.9M | 0.24% | −33,480−30.3% | Reduced |
| Nkcfo LLC | 77,500 | $10.9M | 5.97% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 78,681 | $11.1M | 0.08% | +34,258+77.1% | Added |
| WSFS Capital Management, LLC | 78,804 | $11.1M | 0.61% | −153−0.2% | Reduced |
| Advisors Asset Management, Inc. | 79,353 | $11.2M | 0.22% | −11,450−12.6% | Reduced |
| Cambria Investment Management, L.P. | 79,936 | $11.3M | 0.69% | +1,869+2.4% | Added |
| Guggenheim Capital LLC | 80,773 | $11.4M | 0.08% | −5,183−6.0% | Reduced |
| Czech National Bank | 80,789 | $11.4M | 0.13% | +5,130+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,719 | $11.5M | 0.04% | +3,390+4.3% | Added |
| British Columbia Investment Management Corp | 81,954 | $11.6M | 0.07% | +29,260+55.5% | Added |
| Eldred Rock Partners, LLC | 82,256 | $11.6M | 4.85% | +3,347+4.2% | Added |
| Heritage Investors Management Corp | 82,456 | $11.6M | 0.41% | −688−0.8% | Reduced |
| QRG Capital Management, Inc. | 83,805 | $11.8M | 0.14% | +29,503+54.3% | Added |
| ProShare Advisors LLC | 84,461 | $11.9M | 0.03% | +11,374+15.6% | Added |
| Federated Hermes, Inc. | 85,219 | $12.0M | 0.03% | +32,623+62.0% | Added |
| Navellier & Associates Inc | 85,267 | $12.0M | 1.41% | +2,308+2.8% | Added |
| CIBC World Markets Corp | 85,622 | $12.1M | 0.08% | −10,264−10.7% | Reduced |
| Amalgamated Bank | 85,916 | $12.1M | 0.10% | −4,104−4.6% | Reduced |
| Kestra Advisory Services, LLC | 90,647 | $12.3M | 0.07% | +19,082+26.7% | Added |
| IFM Investors Pty Ltd | 87,664 | $12.4M | 0.13% | −1,277−1.4% | Reduced |
| Skba Capital Management LLC | 88,385 | $12.5M | 2.00% | −1,600−1.8% | Reduced |
| Macquarie Group Ltd | 88,662 | $12.5M | 0.01% | +1,485+1.7% | Added |
| Mattern Capital Management, LLC | 89,244 | $12.6M | 1.74% | −1,024−1.1% | Reduced |
| Thrivent Financial for Lutherans | 90,173 | $12.7M | 0.03% | −4,625−4.9% | Reduced |
| Illinois Municipal Retirement Fund | 90,695 | $12.8M | 0.19% | −17,083−15.9% | Reduced |
| CCM Investment Advisers LLC | 90,725 | $12.8M | 1.50% | +9,439+11.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,121 | $13.1M | 0.09% | −1,277−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 93,376 | $13.2M | 0.26% | −1,953−2.0% | Reduced |
| Adell Harriman & Carpenter Inc | 93,428 | $13.2M | 1.02% | +3,042+3.4% | Added |
| Retirement Systems of Alabama | 93,518 | $13.2M | 0.05% | −1,388−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 94,182 | $13.3M | 0.17% | +16,020+20.5% | Added |
| Credit Agricole S A | 94,835 | $13.4M | 0.08% | +32,768+52.8% | Added |
| Spirit of America Management Corp | 95,336 | $13.5M | 2.73% | −15,950−14.3% | Reduced |
| Hi-Line Capital Management, LLC | 96,917 | $13.7M | 5.75% | −5,028−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 96,942 | $13.7M | 0.02% | −7,523−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 97,392 | $13.7M | 0.05% | +14,146+17.0% | Added |
| Squarepoint Ops LLC | 99,596 | $14.1M | 0.05% | +87,935+754.1% | Added |
| Bollard Group LLC | 102,859 | $14.5M | 0.41% | +5,030+5.1% | Added |
| Corebridge Financial, Inc. | 105,064 | $14.8M | 0.08% | +105,064 | New |
| Foundry Partners, LLC | 105,633 | $14.9M | 0.80% | −814−0.8% | Reduced |
| Thomist Capital Management, LP | 107,400 | $15.0M | 5.45% | +107,400 | New |
| Lawson Kroeker Investment Management Inc | 106,348 | $15.0M | 2.90% | −1,160−1.1% | Reduced |
| GWM Advisors LLC | 107,264 | $15.1M | 0.11% | +22,382+26.4% | Added |
| Richard C. Young & CO., LTD. | 108,438 | $15.3M | 1.86% | +1,902+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 108,481 | $15.3M | 0.16% | −578−0.5% | Reduced |