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 |
|---|---|---|---|---|---|
| NDVR, Inc. | 1,779 | $251.1K | 0.26% | −40−2.2% | Reduced |
| Ignite Planners, LLC | 1,820 | $251.9K | 0.06% | +2+0.1% | Added |
| Viawealth, LLC | 1,791 | $252.8K | 0.16% | +2+0.1% | Added |
| Avestar Capital, LLC | 1,793 | $253.1K | 0.03% | +59+3.4% | Added |
| Pinnacle Family Advisors, LLC | 1,799 | $253.9K | 0.14% | +48+2.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,800 | $254.1K | 0.06% | +11+0.6% | Added |
| First National Corp | 1,801 | $254.2K | 0.06% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,802 | $254.4K | 0.08% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,807 | $255.1K | 0.15% | +1,807 | New |
| Red Door Wealth Management, LLC | 1,813 | $255.9K | 0.05% | −182−9.1% | Reduced |
| EPIQ Capital Group, LLC | 1,824 | $257.5K | 0.09% | +15+0.8% | Added |
| Trust Point Inc. | 1,824 | $257.5K | 0.02% | −282−13.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,827 | $257.9K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,832 | $258.6K | 0.08% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,843 | $260.2K | 0.02% | −20−1.1% | Reduced |
| St Germain D J Co Inc | 1,845 | $260.5K | 0.01% | −40−2.1% | Reduced |
| Redwood Wealth Management Group, LLC | 1,847 | $260.8K | 0.20% | −18−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 1,857 | $262.2K | 0.07% | +1+0.1% | Added |
| Keating Investment Counselors Inc | 1,870 | $264.0K | 0.08% | −745−28.5% | Reduced |
| Sandy Cove Advisors, LLC | 1,872 | $264.3K | 0.12% | +2+0.1% | Added |
| Summit Asset Management, LLC | 1,872 | $264.3K | 0.05% | +1+0.1% | Added |
| Columbia Asset Management | 1,878 | $265.0K | 0.05% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,879 | $265.3K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,887 | $266.0K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,891 | $267.0K | 0.10% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,892 | $267.1K | 0.07% | +150+8.6% | Added |
| McGowan Group Asset Management, Inc. | 1,893 | $267.3K | 0.04% | −128−6.3% | Reduced |
| LVW Advisors, LLC | 1,899 | $268.1K | 0.04% | −9−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,901 | $268.4K | 0.04% | −63−3.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,902 | $268.5K | 0.14% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,909 | $269.0K | 0.18% | −241−11.2% | Reduced |
| Contravisory Investment Management, Inc. | 1,906 | $269.1K | 0.06% | +242+14.5% | Added |
| Diversified, LLC | 1,912 | $269.9K | 0.03% | +108+6.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,914 | $270.1K | 0.11% | +9+0.5% | Added |
| Moody National Bank Trust Division | 1,916 | $270.5K | 0.02% | −12−0.6% | Reduced |
| Baldwin Brothers Inc | 1,918 | $270.8K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,922 | $271.3K | 0.22% | +1+0.1% | Added |
| Trillium Asset Management, LLC | 1,930 | $272.0K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,931 | $272.7K | 0.04% | +193+11.1% | Added |
| Indiana Trust & Investment Management CO | 1,945 | $274.6K | 0.10% | +1,500+337.1% | Added |
| Pallas Capital Advisors LLC | 1,995 | $274.7K | 0.01% | −68−3.3% | Reduced |
| Bath Savings Trust Co | 1,948 | $275.0K | 0.03% | −16−0.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,956 | $276.1K | 0.04% | +497+34.1% | Added |
| Trueblood Wealth Management, LLC | 1,957 | $276.3K | 0.16% | +5+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 1,958 | $276.4K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,969 | $278.0K | 0.11% | −5−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $279.0K | 0.00% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,978 | $279.2K | 0.19% | −4,303−68.5% | Reduced |
| Vestor Capital, LLC | 1,986 | $280.0K | 0.02% | +75+3.9% | Added |
| X-Square Capital, LLC | 1,980 | $280.0K | 0.13% | +24+1.2% | Added |
| Zions Bancorporation, N.A. | 1,984 | $280.1K | 0.02% | −1,255−38.7% | Reduced |
| Broderick Brian C | 1,990 | $280.9K | 0.06% | −10−0.5% | Reduced |
| Tarbox Family Office, Inc. | 1,991 | $281.1K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,992 | $281.2K | 0.03% | +50+2.6% | Added |
| Choate Investment Advisors | 1,994 | $281.5K | 0.01% | −9−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,994 | $281.5K | 0.03% | −4−0.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,996 | $281.8K | 0.04% | +36+1.8% | Added |
| Sentinel Trust Co Lba | 1,996 | $282.0K | 0.03% | −38−1.9% | Reduced |
| LM Advisors LLC | 2,000 | $282.0K | 0.00% | −7−0.3% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $282.3K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,000 | $282.3K | 0.24% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,000 | $282.4K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,128 | $282.6K | 0.02% | +2,128 | New |
| Secure Asset Management, LLC | 2,017 | $284.7K | 0.05% | +501+33.0% | Added |
| Asset Dedication, LLC | 2,022 | $285.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,027 | $286.1K | 0.03% | +28+1.4% | Added |
| New Wave Wealth Advisors LLC | 2,027 | $286.1K | 0.15% | +2,027 | New |
| North Star Asset Management Inc | 2,027 | $286.2K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,030 | $286.6K | 0.01% | −1,555−43.4% | Reduced |
| Cabot Wealth Management Inc | 2,035 | $287.3K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,036 | $287.4K | 0.03% | +3+0.1% | Added |
| Sentry LLC | 2,039 | $287.8K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 2,041 | $288.1K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,049 | $289.3K | 0.02% | −150−6.8% | Reduced |
| Werba Rubin Papier Wealth Management | 2,054 | $290.0K | 0.08% | +383+22.9% | Added |
| WealthBridge Capital Management, LLC | 2,057 | $290.4K | 0.10% | +65+3.3% | Added |
| United Community Bank | 2,060 | $290.8K | 0.12% | −192−8.5% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $290.8K | 0.18% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,072 | $292.5K | 0.04% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,073 | $292.6K | 0.10% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 2,082 | $293.9K | 0.03% | +2,082 | New |
| Alan B. Lancz & Associates, Inc. | 2,082 | $293.9K | 0.29% | +2,082 | New |
| Rehmann Capital Advisory Group | 2,082 | $294.0K | 0.02% | +595+40.0% | Added |
| Chiron Capital Management, LLC | 2,089 | $294.9K | 0.28% | −100−4.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,089 | $294.9K | 0.06% | −24−1.1% | Reduced |
| Douglas Lane & Associates, LLC | 2,091 | $295.1K | 0.00% | +130+6.6% | Added |
| Aquatic Capital Management LLC | 2,100 | $296.5K | 0.01% | −2,300−52.3% | Reduced |
| Mosaic Financial Group, LLC | 2,101 | $297.0K | 0.21% | +847+67.5% | Added |
| Thomasville National Bank | 2,104 | $297.0K | 0.02% | −33−1.5% | Reduced |
| Lantern Wealth Advisors, LLC | 2,107 | $297.4K | 0.22% | −22−1.0% | Reduced |
| Orleans Capital Management Corp | 2,117 | $298.9K | 0.19% | −170−7.4% | Reduced |
| Sage Mountain Advisors LLC | 2,120 | $299.3K | 0.03% | +352+19.9% | Added |
| Sentry Investment Management LLC | 2,123 | $300.0K | 0.13% | −435−17.0% | Reduced |
| Front Row Advisors LLC | 2,133 | $301.1K | 0.10% | −2−0.1% | Reduced |
| Willis Johnson & Associates, Inc. | 2,142 | $302.4K | 0.02% | +333+18.4% | Added |
| Ritholtz Wealth Management | 2,145 | $302.8K | 0.01% | −288−11.8% | Reduced |
| Los Angeles Capital Management LLC | 2,145 | $302.8K | 0.00% | −36,585−94.5% | Reduced |
| Parkside Financial Bank & Trust | 2,148 | $303.2K | 0.05% | −81−3.6% | Reduced |
| Advus Financial Partners, LLC | 2,149 | $303.4K | 0.09% | −109−4.8% | Reduced |
| HBW Advisory Services LLC | 2,155 | $304.2K | 0.05% | −76−3.4% | Reduced |