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 |
|---|---|---|---|---|---|
| Apriem Advisors | 2,158 | $304.6K | 0.04% | −304−12.3% | Reduced |
| Midland Wealth Advisors LLC | 2,160 | $304.9K | 0.02% | +2,160 | New |
| Park Place Capital Corp | 2,163 | $305.4K | 0.10% | −2,699−55.5% | Reduced |
| Gratus Wealth Advisors, LLC | 2,213 | $306.4K | 0.05% | +774+53.8% | Added |
| Financial Management Network Inc | 2,221 | $307.4K | 0.07% | +28+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 2,185 | $308.5K | 0.20% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,191 | $309.2K | 0.07% | −10.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,193 | $309.6K | 0.08% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,200 | $310.6K | 0.16% | +2,200 | New |
| Cross Staff Investments Inc | 2,209 | $311.8K | 0.26% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,214 | $312.5K | 0.26% | +152+7.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $313.7K | 0.13% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,226 | $314.2K | 0.03% | −400−15.2% | Reduced |
| Assetmark, Inc | 2,226 | $314.2K | 0.00% | +19+0.9% | Added |
| Southland Equity Partners LLC | 2,235 | $315.6K | 0.09% | −125−5.3% | Reduced |
| KRS Capital Management, LLC | 2,237 | $315.9K | 0.24% | +449+25.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,014 | $316.4K | 0.00% | +179+9.8% | Added |
| Close Asset Management Ltd | 2,249 | $318.0K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 2,253 | $318.1K | 0.01% | −50−2.2% | Reduced |
| Hoylecohen, LLC | 2,254 | $318.2K | 0.02% | +168+8.1% | Added |
| Empower Advisory Group, LLC | 2,259 | $318.9K | 0.00% | −105−4.4% | Reduced |
| Insight Folios Inc | 2,260 | $319.0K | 0.13% | −47−2.0% | Reduced |
| Leisure Capital Management | 2,262 | $319.3K | 0.15% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,268 | $320.2K | 0.01% | +2,268 | New |
| Acropolis Investment Management, LLC | 2,278 | $321.6K | 0.02% | +4+0.2% | Added |
| Monetary Management Group Inc | 2,280 | $321.9K | 0.09% | −397−14.8% | Reduced |
| Hamilton Capital, LLC | 2,282 | $322.1K | 0.02% | −387−14.5% | Reduced |
| First Financial Bank - Trust Division | 2,287 | $322.9K | 0.03% | −69−2.9% | Reduced |
| Proequities, Inc. | 2,293 | $323.7K | 0.02% | −804−26.0% | Reduced |
| Longfellow Investment Management Co LLC | 2,293 | $323.7K | 0.08% | +15+0.7% | Added |
| Beaumont Financial Advisors, LLC | 2,293 | $323.7K | 0.03% | +15+0.7% | Added |
| Principal Street Partners, LLC | 2,304 | $325.3K | 0.06% | −376−14.0% | Reduced |
| Abacus Wealth Partners, LLC | 2,306 | $325.5K | 0.05% | +28+1.2% | Added |
| Alps Advisors Inc | 2,310 | $326.1K | 0.00% | −13−0.6% | Reduced |
| Horizon Advisory Services, Inc. | 2,312 | $326.4K | 0.16% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,314 | $326.7K | 0.03% | +60+2.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $328.2K | 0.03% | 00.0% | Unchanged |
| Amarillo National Bank | 2,333 | $329.4K | 0.06% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,336 | $329.8K | 0.11% | −2−0.1% | Reduced |
| Tradition Wealth Management, LLC | 2,349 | $331.6K | 0.03% | +766+48.4% | Added |
| Lazard Asset Management LLC | 2,362 | $332.0K | 0.00% | −1,636−40.9% | Reduced |
| Seamount Financial Group Inc | 2,352 | $332.0K | 0.27% | +352+17.6% | Added |
| Madison Park Capital Advisors, LLC | 2,360 | $333.1K | 0.28% | +14+0.6% | Added |
| Marietta Investment Partners LLC | 2,360 | $333.2K | 0.07% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,361 | $333.3K | 0.00% | −25,457−91.5% | Reduced |
| MQS Management LLC | 2,363 | $333.6K | 0.20% | +2,363 | New |
| Cooper Financial Group | 2,363 | $333.6K | 0.05% | +618+35.4% | Added |
| Jacobs & Co | 2,366 | $334.0K | 0.04% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,369 | $334.5K | 0.17% | −187−7.3% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $335.7K | 0.08% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,410 | $335.9K | 0.00% | +1,109+85.2% | Added |
| LBMC Investment Advisors, LLC | 2,383 | $336.5K | 0.03% | +10.0% | Added |
| Walker Asset Management, LLC | 2,386 | $336.8K | 0.23% | −15−0.6% | Reduced |
| Stokes Family Office, LLC | 2,386 | $336.9K | 0.04% | +35+1.5% | Added |
| SageView Advisory Group, LLC | 2,389 | $337.3K | 0.02% | +2,389 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $338.4K | 0.14% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $338.8K | 0.08% | 00.0% | Unchanged |
| Port Capital LLC | 2,400 | $339.0K | 0.02% | +41+1.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,406 | $339.7K | 0.04% | −100−4.0% | Reduced |
| Moller Financial Services | 2,408 | $339.9K | 0.09% | −160−6.2% | Reduced |
| Montag A & Associates Inc | 2,409 | $340.1K | 0.02% | 00.0% | Unchanged |
| Weik Capital Management | 2,420 | $341.6K | 0.15% | −150−5.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,421 | $341.8K | 0.09% | −100−4.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,427 | $342.6K | 0.12% | +32+1.3% | Added |
| Saxon Interests, Inc. | 2,428 | $342.8K | 0.16% | −15−0.6% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $342.9K | 0.15% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,433 | $343.5K | 0.18% | −89−3.5% | Reduced |
| Pinnacle Bancorp, Inc. | 2,440 | $344.5K | 0.10% | −125−4.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,444 | $345.0K | 0.19% | +716+41.4% | Added |
| Ethos Financial Group, LLC | 2,444 | $345.0K | 0.06% | +35+1.5% | Added |
| TFG Advisers LLC | 2,444 | $345.0K | 0.13% | +175+7.7% | Added |
| Cadent Capital Advisors, LLC | 2,446 | $345.4K | 0.14% | −26−1.1% | Reduced |
| CFO4Life Group, LLC | 2,452 | $346.1K | 0.07% | −5,018−67.2% | Reduced |
| Strategic Blueprint, LLC | 2,459 | $347.1K | 0.02% | −20−0.8% | Reduced |
| Washington Trust Co | 2,491 | $351.7K | 0.01% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,500 | $352.9K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,502 | $353.2K | 0.18% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,505 | $353.6K | 0.02% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,507 | $354.0K | 0.05% | −77−3.0% | Reduced |
| Warwick Investment Management, Inc. | 2,509 | $354.2K | 0.08% | +2,509 | New |
| Bray Capital Advisors | 2,510 | $354.4K | 0.09% | +15+0.6% | Added |
| Plimoth Trust Co LLC | 2,526 | $356.6K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,532 | $357.4K | 0.02% | −10,009−79.8% | Reduced |
| Roman Butler Fullerton & Co | 2,671 | $357.8K | 0.12% | −75−2.7% | Reduced |
| Northcape Wealth Management, LLC | 2,539 | $358.4K | 0.13% | +427+20.2% | Added |
| Canal Capital Management, LLC | 2,550 | $360.0K | 0.06% | +129+5.3% | Added |
| San Luis Wealth Advisors LLC | 2,563 | $362.0K | 0.09% | +2,563 | New |
| Dorsey & Whitney Trust CO LLC | 2,567 | $362.4K | 0.03% | +67+2.7% | Added |
| Change Path, LLC | 2,569 | $363.0K | 0.02% | −640−19.9% | Reduced |
| Crawford Investment Counsel Inc | 2,595 | $366.3K | 0.01% | +198+8.3% | Added |
| Dodge & Cox | 2,600 | $367.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,606 | $367.9K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,609 | $368.3K | 0.23% | +500+23.7% | Added |
| Liberty Capital Management, Inc. | 2,618 | $369.6K | 0.09% | +316+13.7% | Added |
| TrueWealth Advisors, LLC | 2,620 | $369.9K | 0.14% | +1,064+68.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $370.3K | 0.05% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,625 | $370.6K | 0.04% | −125−4.5% | Reduced |
| HCR Wealth Advisors | 2,631 | $371.4K | 0.05% | +27+1.0% | Added |
| Eqis Capital Management, Inc. | 2,635 | $371.9K | 0.03% | −399−13.2% | Reduced |
| Strategy Asset Managers LLC | 3,912 | $373.1K | 0.08% | +50+1.3% | Added |