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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 2,653 | $374.5K | 0.13% | −177−6.3% | Reduced |
| Alpha DNA Investment Management LLC | 2,656 | $374.9K | 0.21% | −1,877−41.4% | Reduced |
| Ruggaard & Associates LLC | 2,672 | $377.2K | 0.17% | −50−1.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,673 | $377.3K | 0.00% | −854−24.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,699 | $381.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,713 | $383.0K | 0.01% | −200−6.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,720 | $384.0K | 0.20% | +519+23.6% | Added |
| StoneX Group Inc. | 2,723 | $384.4K | 0.03% | +350+14.7% | Added |
| IVC Wealth Advisors LLC | 2,724 | $384.6K | 0.22% | −11−0.4% | Reduced |
| Bell Bank | 2,725 | $384.7K | 0.03% | −66,008−96.0% | Reduced |
| Laurel Wealth Advisors LLC | 2,729 | $385.3K | 0.07% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,744 | $387.4K | 0.27% | −121−4.2% | Reduced |
| Tributary Capital Management, LLC | 2,750 | $388.2K | 0.03% | −100−3.5% | Reduced |
| IFG Advisory, LLC | 2,756 | $389.1K | 0.02% | +2,756 | New |
| Empirical Asset Management, LLC | 23,045 | $390.9K | 0.15% | +19,340+522.0% | Added |
| Nilsine Partners, LLC | 2,772 | $391.3K | 0.05% | −78−2.7% | Reduced |
| Allegheny Financial Group LTD | 2,773 | $391.4K | 0.11% | +571+25.9% | Added |
| BancorpSouth Bank | 2,801 | $395.4K | 0.03% | −174−5.8% | Reduced |
| Investors Asset Management of Georgia Inc | 2,802 | $395.6K | 0.19% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,828 | $398.9K | 0.15% | −43−1.5% | Reduced |
| First Horizon Advisors, Inc. | 2,835 | $400.2K | 0.01% | +1,976+230.0% | Added |
| Plancorp, LLC | 2,840 | $401.0K | 0.02% | +5+0.2% | Added |
| Ci Investments Inc. | 2,851 | $402.0K | 0.00% | −913−24.3% | Reduced |
| AlTi Global, Inc. | 2,852 | $402.7K | 0.01% | +66+2.4% | Added |
| Sunbelt Securities, Inc. | 2,856 | $403.1K | 0.04% | −127−4.3% | Reduced |
| Quilter Plc | 2,863 | $404.2K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,868 | $404.9K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,872 | $405.5K | 0.07% | +1,230+74.9% | Added |
| Insigneo Advisory Services, LLC | 3,088 | $406.5K | 0.05% | +363+13.3% | Added |
| Fukoku Mutual Life Insurance Co | 2,880 | $406.6K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,883 | $407.0K | 0.07% | +31+1.1% | Added |
| Austin Private Wealth, LLC | 2,890 | $408.0K | 0.04% | −10.0% | Reduced |
| Consolidated Planning Corp | 2,906 | $410.2K | 0.07% | −893−23.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,910 | $410.8K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,910 | $410.8K | 0.14% | −5,407−65.0% | Reduced |
| Goodman Financial Corp | 2,913 | $411.2K | 0.09% | −365−11.1% | Reduced |
| Brown Brothers Harriman & Co | 2,914 | $411.4K | 0.00% | −103−3.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $417.6K | 0.30% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,961 | $418.0K | 0.03% | −20−0.7% | Reduced |
| Kanawha Capital Management LLC | 2,985 | $421.4K | 0.03% | +206+7.4% | Added |
| Aaron Wealth Advisors | 2,999 | $423.4K | 0.06% | +378+14.4% | Added |
| Cito Capital Group, LLC | 3,000 | $424.0K | 0.16% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,020 | $426.3K | 0.01% | +400+15.3% | Added |
| Stockman Wealth Management, Inc. | 3,027 | $427.3K | 0.07% | +50+1.7% | Added |
| Bridgewater Associates, LP | 3,028 | $427.5K | 0.00% | +3,028 | New |
| Magnus Financial Group LLC | 3,033 | $428.1K | 0.05% | +2+0.1% | Added |
| Davidson Trust Co | 3,036 | $428.6K | 0.30% | −290−8.7% | Reduced |
| Poehling Capital Management, LLC | 3,036 | $428.6K | 0.12% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,053 | $430.9K | 0.17% | +9+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,057 | $431.6K | 0.11% | +3,057 | New |
| Capital Analysts, LLC | 3,061 | $432.0K | 0.02% | +26+0.9% | Added |
| Fidelis Capital Partners, LLC | 3,258 | $433.0K | 0.06% | +499+18.1% | Added |
| E&G Advisors, LP | 3,072 | $433.7K | 0.13% | −50−1.6% | Reduced |
| GTS Securities LLC | 3,079 | $434.7K | 0.01% | −679−18.1% | Reduced |
| Coastal Investment Advisors, Inc. | 3,079 | $434.7K | 0.09% | −612−16.6% | Reduced |
| Aries Wealth Management | 3,083 | $435.2K | 0.14% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,086 | $435.7K | 0.04% | −389−11.2% | Reduced |
| Chesapeake Asset Management LLC | 3,089 | $436.1K | 0.42% | +7+0.2% | Added |
| Second Line Capital, LLC | 3,091 | $436.4K | 0.13% | +1,449+88.2% | Added |
| Catalina Capital Group, LLC | 3,097 | $437.2K | 0.17% | +307+11.0% | Added |
| PDS Planning, Inc | 3,114 | $439.6K | 0.04% | −10.0% | Reduced |
| Callahan Advisors, LLC | 3,120 | $440.4K | 0.05% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $442.0K | 0.24% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,141 | $443.4K | 0.05% | −181−5.4% | Reduced |
| Powers Advisory Group, LLC | 3,143 | $443.7K | 0.24% | −200−6.0% | Reduced |
| CoreFirst Bank & Trust | 3,148 | $444.4K | 0.30% | −270−7.9% | Reduced |
| Passumpsic Savings Bank | 3,149 | $444.5K | 0.32% | +125+4.1% | Added |
| Callan Capital, LLC | 3,157 | $445.7K | 0.04% | −45−1.4% | Reduced |
| McDaniel Terry & Co | 3,168 | $447.0K | 0.04% | −99−3.0% | Reduced |
| Intrinsic Value Partners, LLC | 3,167 | $447.1K | 0.47% | −60−1.9% | Reduced |
| Lake Street Advisors Group, LLC | 3,179 | $448.8K | 0.02% | −49−1.5% | Reduced |
| Everhart Financial Group, Inc. | 3,184 | $449.5K | 0.12% | −86−2.6% | Reduced |
| First National Bank Sioux Falls | 3,184 | $449.5K | 0.23% | 00.0% | Unchanged |
| Whittier Trust Co | 3,190 | $450.3K | 0.01% | −20−0.6% | Reduced |
| Rossmore Private Capital | 3,204 | $452.3K | 0.06% | −48−1.5% | Reduced |
| Granite Group Advisors, LLC | 3,207 | $452.7K | 0.34% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,211 | $453.3K | 0.04% | +95+3.0% | Added |
| Next Capital Management LLC | 4,987 | $454.2K | 0.19% | +3,028+154.6% | Added |
| NBT Bank N A | 3,248 | $457.6K | 0.03% | +628+24.0% | Added |
| Athena Investment Management | 3,249 | $458.7K | 0.28% | −138−4.1% | Reduced |
| Chicago Trust Co NA | 3,252 | $459.1K | 0.09% | +226+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $459.5K | 0.00% | +1,400+74.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,255 | $459.5K | 0.13% | +327+11.2% | Added |
| Twin Tree Management, LP | 3,258 | $459.9K | 0.01% | +3,258 | New |
| LCNB Corp | 3,272 | $461.9K | 0.17% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,273 | $462.1K | 0.09% | +35+1.1% | Added |
| Blue Edge Capital, LLC | 3,279 | $462.9K | 0.08% | −216−6.2% | Reduced |
| Harbour Investments, Inc. | 3,280 | $463.0K | 0.02% | +324+11.0% | Added |
| Cadinha & Co LLC | 3,280 | $463.0K | 0.09% | +10+0.3% | Added |
| Capital Investment Advisory Services, LLC | 3,295 | $465.1K | 0.05% | +157+5.0% | Added |
| Joel Isaacson & Co., LLC | 3,300 | $465.8K | 0.02% | −45−1.3% | Reduced |
| Perpetual Ltd | 3,304 | $466.4K | 0.01% | −899−21.4% | Reduced |
| Good Life Advisors, LLC | 3,309 | $467.1K | 0.04% | +137+4.3% | Added |
| Allen Investment Management LLC | 3,318 | $468.4K | 0.01% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,327 | $469.7K | 0.16% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,329 | $470.0K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,336 | $470.9K | 0.08% | −540−13.9% | Reduced |
| Keel Point, LLC | 3,504 | $471.8K | 0.04% | +1,885+116.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,345 | $472.2K | 0.01% | −461−12.1% | Reduced |
| Lebenthal Global Advisors, LLC | 3,367 | $475.3K | 0.10% | +520+18.3% | Added |