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; 2,109 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
- 1,787
- −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
- 697 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 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 160 | $22.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 161 | $22.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 165 | $23.3K | 0.00% | +1+0.6% | Added |
| Lagoda Investment Management, L.P. | 170 | $24.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $24.1K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 174 | $24.6K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $24.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 176 | $24.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 179 | $25.0K | 0.00% | +22+14.0% | Added |
| Blue Bell Private Wealth Management, LLC | 181 | $25.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $26.3K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 190 | $26.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 192 | $27.1K | 0.01% | +192 | New |
| University of Texas/Texas Am Investment Managment Co | 196 | $27.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 199 | $28.1K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $28.2K | 0.01% | −35−14.9% | Reduced |
| Hoey Investments, Inc | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 209 | $28.8K | 0.01% | −7−3.2% | Reduced |
| Webster Bank, N. A. | 209 | $29.5K | 0.00% | −16−7.1% | Reduced |
| Coppell Advisory Solutions LLC | 211 | $29.8K | 0.00% | +211 | New |
| Glass Jacobson Investment Advisors llc | 212 | $29.9K | 0.01% | +1+0.5% | Added |
| TFC Financial Management | 215 | $30.3K | 0.01% | −17−7.3% | Reduced |
| Founders Capital Management | 215 | $30.4K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 217 | $30.6K | 0.03% | −60−21.7% | Reduced |
| Bank & Trust Co | 217 | $30.6K | 0.03% | +217 | New |
| First PREMIER Bank | 217 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 251 | $32.9K | 0.01% | −20−7.4% | Reduced |
| Core Alternative Capital | 236 | $33.3K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 242 | $34.2K | 0.01% | +242 | New |
| Rise Advisors, LLC | 250 | $35.3K | 0.02% | +2+0.8% | Added |
| Signature Resources Capital Management, LLC | 250 | $35.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $35.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 256 | $36.1K | 0.01% | −7−2.7% | Reduced |
| CNB Bank | 257 | $36.3K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 265 | $37.0K | 0.01% | +65+32.5% | Added |
| Pacifica Partners Inc. | 265 | $37.2K | 0.02% | −44−14.2% | Reduced |
| Fortitude Family Office, LLC | 265 | $37.4K | 0.02% | +91+52.3% | Added |
| TSFG, LLC | 270 | $38.0K | 0.01% | +45+20.0% | Added |
| Kings Path Partners LLC | 272 | $38.4K | 0.02% | +272 | New |
| Olistico Wealth, LLC | 274 | $38.7K | 0.02% | +274 | New |
| Brown, Lisle/Cummings, Inc. | 275 | $38.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $38.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 276 | $39.0K | 0.01% | +276 | New |
| Financial Network Wealth Advisors LLC | 283 | $40.0K | 0.03% | +283 | New |
| Centerpoint Advisors, LLC | 300 | $42.0K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 299 | $42.1K | 0.03% | −2,107−87.6% | Reduced |
| Rocky Mountain Advisers, LLC | 299 | $42.2K | 0.01% | −39−11.5% | Reduced |
| Manchester Capital Management LLC | 304 | $42.9K | 0.01% | +7+2.4% | Added |
| Hoese & Co LLP | 302 | $42.9K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 311 | $43.9K | 0.02% | +311 | New |
| Private Ocean, LLC | 315 | $44.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 318 | $44.8K | 0.03% | +2+0.6% | Added |
| WFA of San Diego, LLC | 319 | $45.0K | 0.04% | +319 | New |
| CBIZ Investment Advisory Services, LLC | 320 | $45.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 329 | $46.4K | 0.01% | +27+8.9% | Added |
| Rational Advisors LLC | 339 | $47.9K | 0.00% | −16−4.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 346 | $48.8K | 0.02% | −120−25.8% | Reduced |
| Arlington Trust Co LLC | 348 | $49.1K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 350 | $49.4K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 349 | $50.7K | 0.02% | +349 | New |
| EnRich Financial Partners LLC | 360 | $50.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $50.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 361 | $51.0K | 0.02% | +56+18.4% | Added |
| BOK Financial Private Wealth, Inc. | 379 | $53.5K | 0.00% | +186+96.4% | Added |
| PrairieView Partners, LLC | 383 | $54.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $54.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 386 | $54.5K | 0.01% | +4+1.0% | Added |
| Tacita Capital Inc | 391 | $55.2K | 0.04% | +391 | New |
| Sofos Investments, Inc. | 397 | $56.0K | 0.01% | −438−52.5% | Reduced |
| Sound Income Strategies, LLC | 397 | $56.1K | 0.00% | −108−21.4% | Reduced |
| Legend Financial Advisors, Inc. | 399 | $56.3K | 0.04% | −52−11.5% | Reduced |
| FinTrust Capital Advisors, LLC | 404 | $57.1K | 0.01% | +13+3.3% | Added |
| Covestor Ltd | 410 | $58.0K | 0.04% | −12−2.8% | Reduced |
| Cypress Capital, LLC | 450 | $63.5K | 0.02% | +450 | New |
| Dynamic Wealth Strategies, LLC | 463 | $65.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 479 | $67.0K | 0.02% | +354+283.2% | Added |
| Pin Oak Investment Advisors Inc | 485 | $68.0K | 0.06% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 485 | $68.5K | 0.01% | −24−4.7% | Reduced |
| Key Financial Inc | 495 | $69.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $70.6K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $70.6K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $72.7K | 0.02% | −93−15.7% | Reduced |
| Loomis Sayles & Co L P | 526 | $74.0K | 0.00% | −35−6.2% | Reduced |
| Tower View Investment Management & Research LLC | 535 | $75.5K | 0.04% | +4+0.8% | Added |
| Concord Wealth Partners | 548 | $77.3K | 0.01% | +13+2.4% | Added |
| Partnership Wealth Management, LLC | 550 | $77.6K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 554 | $78.0K | 0.01% | −5,282−90.5% | Reduced |
| Prestige Wealth Management Group LLC | 561 | $79.2K | 0.02% | −15−2.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 573 | $80.9K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 593 | $83.7K | 0.05% | +5+0.9% | Added |
| SRS Capital Advisors, Inc. | 604 | $85.4K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 605 | $85.4K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 609 | $86.0K | 0.05% | +3+0.5% | Added |
| Basso Capital Management, L.P. | 612 | $86.4K | 0.08% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 615 | $86.8K | 0.00% | +282+84.7% | Added |
| Advantage Trust Co | 618 | $87.2K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 621 | $87.7K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 624 | $87.9K | 0.04% | +1+0.2% | Added |