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 |
|---|---|---|---|---|---|
| Kimelman & Baird, LLC | 625 | $88.2K | 0.01% | +625 | New |
| Tyler-Stone Wealth Management | 632 | $89.3K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 637 | $90.0K | 0.03% | +115+22.0% | Added |
| Plante Moran Financial Advisors, LLC | 644 | $90.9K | 0.01% | −13−2.0% | Reduced |
| Duncker Streett & Co Inc | 656 | $92.6K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $93.8K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 673 | $94.9K | 0.01% | −166−19.8% | Reduced |
| Piscataqua Savings Bank | 681 | $96.1K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $96.3K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 684 | $96.5K | 0.05% | +4+0.6% | Added |
| JFS Wealth Advisors, LLC | 690 | $97.4K | 0.01% | −83−10.7% | Reduced |
| Eagle Bay Advisors LLC | 691 | $97.5K | 0.06% | +200+40.7% | Added |
| RFP Financial Group LLC | 697 | $98.4K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 705 | $99.0K | 0.03% | −87−11.0% | Reduced |
| Versant Capital Management, Inc | 717 | $101.2K | 0.03% | −44−5.8% | Reduced |
| Motco | 726 | $102.5K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 735 | $103.8K | 0.07% | 00.0% | Unchanged |
| Gleason Group, Inc. | 740 | $104.5K | 0.02% | +6+0.8% | Added |
| Glen Eagle Advisors, LLC | 757 | $106.9K | 0.02% | +497+191.2% | Added |
| MV Capital Management, Inc. | 762 | $107.6K | 0.01% | −75−9.0% | Reduced |
| WR Wealth Planners, LLC | 766 | $108.1K | 0.03% | +51+7.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 783 | $110.6K | 0.00% | +10+1.3% | Added |
| Optimum Investment Advisors | 838 | $118.3K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 845 | $119.3K | 0.09% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 845 | $119.3K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 850 | $120.0K | 0.02% | −50−5.6% | Reduced |
| Gradient Investments LLC | 857 | $120.9K | 0.00% | +8+0.9% | Added |
| Garde Capital, Inc. | 856 | $121.0K | 0.01% | +1+0.1% | Added |
| CVA Family Office, LLC | 866 | $122.3K | 0.02% | −21−2.4% | Reduced |
| Broadwater Capital Management LLC | 900 | $127.1K | 0.10% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $135.5K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $136.1K | 0.05% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,053 | $140.2K | 0.10% | −14−1.3% | Reduced |
| Mechanics Financial Corp | 1,000 | $141.2K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 1,006 | $142.0K | 0.04% | +480+91.3% | Added |
| City State Bank | 1,027 | $145.0K | 0.06% | +50+5.1% | Added |
| Continuum Advisory, LLC | 1,067 | $150.6K | 0.02% | −2−0.2% | Reduced |
| Independence Bank of Kentucky | 1,071 | $151.2K | 0.04% | +270+33.7% | Added |
| Register Financial Advisors LLC | 1,082 | $152.7K | 0.08% | +3+0.3% | Added |
| PFG Private Wealth Management, LLC | 1,097 | $154.9K | 0.09% | +30+2.8% | Added |
| Valley National Advisers Inc | 1,105 | $155.0K | 0.02% | +176+18.9% | Added |
| Financial Management Professionals, Inc. | 1,102 | $156.0K | 0.02% | +332+43.1% | Added |
| Riverview Trust Co | 1,119 | $158.0K | 0.15% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,121 | $158.2K | 0.01% | +8+0.7% | Added |
| Transamerica Financial Advisors, Inc. | 1,149 | $163.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,161 | $163.9K | 0.03% | −15−1.3% | Reduced |
| McIlrath & Eck, LLC | 1,164 | $164.3K | 0.02% | +67+6.1% | Added |
| Hantz Financial Services, Inc. | 1,176 | $166.0K | 0.00% | +152+14.8% | Added |
| Armstrong Advisory Group, Inc | 1,180 | $166.6K | 0.01% | +148+14.3% | Added |
| Gen-Wealth Partners Inc | 1,182 | $166.9K | 0.08% | 00.0% | Unchanged |
| Peoples Bank | 1,187 | $167.6K | 0.13% | −42−3.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,195 | $168.7K | 0.10% | −560−31.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $169.4K | 0.05% | −31,400−96.3% | Reduced |
| Centennial Bank | 1,206 | $170.3K | 0.08% | +12+1.0% | Added |
| Trust Co | 1,208 | $170.5K | 0.02% | −2,403−66.5% | Reduced |
| Oakworth Capital, Inc. | 1,216 | $171.7K | 0.01% | +420+52.8% | Added |
| LRI Investments, LLC | 1,231 | $173.8K | 0.02% | +1,145+1,331.4% | Added |
| Family Firm, Inc. | 1,243 | $175.5K | 0.04% | +1+0.1% | Added |
| Tompkins Financial Corp | 1,244 | $175.6K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,249 | $176.4K | 0.09% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,262 | $178.2K | 0.03% | +1+0.1% | Added |
| Abich Financial Wealth Management LLC | 1,266 | $178.7K | 0.12% | +1,237+4,265.5% | Added |
| Security National Bank | 1,278 | $180.4K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,283 | $181.1K | 0.02% | +583+83.3% | Added |
| Wellington Shields Capital Management, LLC | 1,292 | $182.4K | 0.03% | −600−31.7% | Reduced |
| Carolinas Wealth Consulting LLC | 1,297 | $183.1K | 0.04% | −1−0.1% | Reduced |
| General Partner, Inc. | 1,303 | $183.9K | 0.12% | +2+0.2% | Added |
| Creative Financial Designs Inc | 1,306 | $184.4K | 0.02% | +307+30.7% | Added |
| Tanglewood Legacy Advisors, LLC | 1,312 | $185.2K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,323 | $186.7K | 0.06% | +1,003+313.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,334 | $188.3K | 0.01% | −30,543−95.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $191.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,364 | $193.0K | 0.03% | +100+7.9% | Added |
| Addison Advisors LLC | 1,368 | $193.1K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,375 | $194.1K | 0.09% | −255−15.6% | Reduced |
| ORG Partners LLC | 1,378 | $194.3K | 0.02% | +1,378 | New |
| Cromwell Holdings LLC | 1,396 | $197.1K | 0.12% | +1,396 | New |
| Alta Advisers Ltd | 1,400 | $197.6K | 0.10% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,403 | $198.1K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,413 | $199.5K | 0.00% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 1,420 | $200.5K | 0.28% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,422 | $200.8K | 0.00% | −2,399−62.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,425 | $201.2K | 0.12% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,425 | $201.2K | 0.10% | −15−1.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,428 | $201.6K | 0.09% | −78−5.2% | Reduced |
| William Blair Investment Management, LLC | 1,428 | $201.6K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,430 | $201.9K | 0.09% | −46−3.1% | Reduced |
| Little House Capital LLC | 1,430 | $201.9K | 0.06% | −246−14.7% | Reduced |
| HTLF Bank | 1,432 | $202.2K | 0.02% | −34−2.3% | Reduced |
| Tritonpoint Wealth, LLC | 1,437 | $202.9K | 0.02% | −324−18.4% | Reduced |
| Greytown Advisors Inc. | 1,437 | $202.9K | 0.12% | −538−27.2% | Reduced |
| Five Oceans Advisors | 1,441 | $203.4K | 0.11% | −76−5.0% | Reduced |
| Embree Financial Group | 1,444 | $203.8K | 0.04% | +11+0.8% | Added |
| LS Investment Advisors, LLC | 1,445 | $204.0K | 0.03% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,452 | $204.9K | 0.10% | −50−3.3% | Reduced |
| One Wealth Advisors, LLC | 1,518 | $205.6K | 0.04% | +60+4.1% | Added |
| Silvia McColl Wealth Management, LLC | 1,457 | $205.7K | 0.17% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,459 | $205.9K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,459 | $206.0K | 0.00% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 1,459 | $206.0K | 0.14% | 00.0% | Unchanged |