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 |
|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 1,464 | $206.7K | 0.07% | −51−3.4% | Reduced |
| Traveka Wealth, LLC | 1,467 | $207.1K | 0.10% | −1−0.1% | Reduced |
| Westside Investment Management, Inc. | 1,471 | $207.7K | 0.05% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $207.8K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,493 | $210.8K | 0.01% | −304−16.9% | Reduced |
| McAdam, LLC | 1,495 | $211.1K | 0.01% | +20+1.4% | Added |
| Trust Co of Oklahoma | 1,497 | $211.3K | 0.07% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,500 | $211.8K | 0.15% | −550−26.8% | Reduced |
| Staley Capital Advisers Inc | 1,500 | $211.8K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,500 | $211.8K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,500 | $211.8K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,526 | $212.8K | 0.03% | +402+35.8% | Added |
| WealthShield Partners, LLC | 1,508 | $212.9K | 0.03% | +1,508 | New |
| LMG Wealth Partners, LLC | 1,511 | $213.3K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,514 | $213.7K | 0.05% | +74+5.1% | Added |
| West Family Investments, Inc. | 1,515 | $213.9K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,515 | $214.0K | 0.04% | −373−19.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,526 | $215.5K | 0.01% | −56−3.5% | Reduced |
| Loudon Investment Management, LLC | 1,527 | $215.6K | 0.13% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,577 | $216.0K | 0.04% | −406−20.5% | Reduced |
| JJJ Advisors Inc. | 1,533 | $216.4K | 0.05% | −27−1.7% | Reduced |
| Financial Partners Group, LLC | 1,541 | $217.6K | 0.08% | −7−0.5% | Reduced |
| Smithfield Trust Co | 1,554 | $218.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,553 | $219.2K | 0.02% | −16−1.0% | Reduced |
| Coastline Trust Co | 1,559 | $220.1K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,657 | $220.1K | 0.01% | +71+4.5% | Added |
| Compass Wealth Management LLC | 1,561 | $220.4K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,561 | $220.4K | 0.10% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,564 | $220.8K | 0.06% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,571 | $221.8K | 0.14% | +1,571 | New |
| SlateStone Wealth, LLC | 1,570 | $222.0K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,574 | $222.2K | 0.00% | −2−0.1% | Reduced |
| Eagle Ridge Investment Management | 1,577 | $222.6K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,364 | $222.8K | 0.13% | −98−6.7% | Reduced |
| CWS Financial Advisors, LLC | 1,583 | $223.5K | 0.09% | +1,583 | New |
| ABLE Financial Group, LLC | 1,586 | $224.0K | 0.08% | −165−9.4% | Reduced |
| Leonteq Securities AG | 1,590 | $224.5K | 0.03% | +1,590 | New |
| Nemes Rush Group LLC | 1,599 | $225.7K | 0.03% | −255−13.8% | Reduced |
| SFMG, LLC | 1,605 | $226.6K | 0.02% | +184+12.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,606 | $226.7K | 0.00% | −499−23.7% | Reduced |
| Cahill Financial Advisors Inc | 1,608 | $226.9K | 0.03% | −105−6.1% | Reduced |
| CRA Financial Services, LLC | 1,608 | $227.0K | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 1,608 | $227.0K | 0.03% | +2+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 1,609 | $227.1K | 0.01% | −270−14.4% | Reduced |
| Morningstar Investment Services LLC | 1,638 | $228.0K | 0.00% | +4+0.2% | Added |
| Modern Wealth Management, LLC | 1,626 | $229.5K | 0.02% | +1,626 | New |
| Independent Wealth Network Inc. | 1,627 | $229.6K | 0.11% | +1+0.1% | Added |
| Harrell Investment Partners, LLC | 1,628 | $229.8K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,628 | $229.8K | 0.14% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,637 | $231.1K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,638 | $231.2K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,639 | $231.4K | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,640 | $231.5K | 0.07% | +82+5.3% | Added |
| Chicago Capital, LLC | 1,642 | $231.8K | 0.01% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,642 | $231.8K | 0.21% | 00.0% | Unchanged |
| Farmers Trust Co | 1,643 | $231.9K | 0.05% | −24−1.4% | Reduced |
| Berkshire Asset Management LLC | 1,644 | $232.1K | 0.01% | +196+13.5% | Added |
| Advisory Alpha, LLC | 1,648 | $232.7K | 0.01% | +76+4.8% | Added |
| Green Harvest Asset Management LLC | 1,649 | $232.8K | 0.01% | +1,649 | New |
| Murphy Pohlad Asset Management LLC | 1,650 | $232.9K | 0.10% | −62−3.6% | Reduced |
| Old Port Advisors | 1,650 | $232.9K | 0.07% | +132+8.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $233.0K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,651 | $233.0K | 0.12% | −144−8.0% | Reduced |
| Beach Investment Counsel Inc | 1,660 | $234.0K | 0.03% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,658 | $234.1K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,665 | $235.0K | 0.02% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,666 | $235.2K | 0.04% | +6+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,666 | $235.2K | 0.01% | −1,573−48.6% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $235.6K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,671 | $236.0K | 0.02% | −13−0.8% | Reduced |
| Sageworth Trust Co | 1,682 | $237.4K | 0.01% | +1,682 | New |
| Reuter James Wealth Management, LLC | 1,688 | $238.3K | 0.18% | +2+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,695 | $239.3K | 0.06% | +66+4.1% | Added |
| Wealthspan Partners, LLC | 1,696 | $239.4K | 0.13% | +15+0.9% | Added |
| Per Stirling Capital Management, LLC. | 1,697 | $239.5K | 0.04% | −149−8.1% | Reduced |
| Crestmont Private Wealth LLC | 1,698 | $239.7K | 0.12% | −49−2.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,700 | $240.0K | 0.10% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 1,714 | $242.0K | 0.19% | +67+4.1% | Added |
| Breakwater Capital Group | 1,715 | $242.1K | 0.05% | +91+5.6% | Added |
| Clarity Financial LLC | 1,723 | $243.2K | 0.04% | +23+1.4% | Added |
| NovaPoint Capital, LLC | 1,726 | $243.7K | 0.08% | −5−0.3% | Reduced |
| Ami Investment Management Inc | 1,729 | $244.1K | 0.09% | −72−4.0% | Reduced |
| Patton Albertson Miller Group, LLC | 1,733 | $244.6K | 0.03% | +76+4.6% | Added |
| Hexagon Capital Partners LLC | 1,734 | $244.7K | 0.05% | −129−6.9% | Reduced |
| MidWestOne Financial Group, Inc. | 1,738 | $245.4K | 0.04% | +11+0.6% | Added |
| Alpha Cubed Investments, LLC | 1,740 | $245.6K | 0.01% | +2+0.1% | Added |
| Skopos Labs, Inc. | 1,506 | $246.0K | 0.11% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,745 | $246.3K | 0.02% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,755 | $247.5K | 0.03% | +123+7.5% | Added |
| Perennial Investment Advisors, LLC | 1,755 | $247.8K | 0.04% | −447−20.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,758 | $248.2K | 0.06% | +1,005+133.5% | Added |
| DnB Asset Management AS | 1,764 | $249.0K | 0.00% | +1,764 | New |
| Signature Wealth Management Partners, LLC | 1,765 | $249.2K | 0.19% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,766 | $249.2K | 0.01% | +1,766 | New |
| Zullo Investment Group, Inc. | 1,768 | $249.6K | 0.11% | −41−2.3% | Reduced |
| Vista Wealth Management Group, LLC | 1,769 | $249.7K | 0.02% | +153+9.5% | Added |
| Hourglass Capital, LLC | 1,770 | $249.9K | 0.07% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $250.3K | 0.06% | 00.0% | Unchanged |
| American National Bank | 1,773 | $250.3K | 0.03% | +61+3.6% | Added |
| Central Bank & Trust Co | 1,776 | $250.7K | 0.03% | 00.0% | Unchanged |