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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 3,381 | $477.3K | 0.17% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,386 | $478.0K | 0.03% | −69−2.0% | Reduced |
| Soltis Investment Advisors LLC | 3,391 | $478.7K | 0.05% | +125+3.8% | Added |
| Biltmore Wealth Management, LLC | 3,396 | $479.4K | 0.21% | +3,396 | New |
| Wedgewood Investors Inc | 3,400 | $480.0K | 0.57% | +3,400 | New |
| GHP Investment Advisors, Inc. | 3,401 | $480.1K | 0.02% | −567−14.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,401 | $480.2K | 0.08% | +26+0.8% | Added |
| Abacus Planning Group, Inc. | 3,402 | $480.3K | 0.09% | +30+0.9% | Added |
| Vantage Consulting Group Inc | 3,403 | $480.4K | 0.36% | +219+6.9% | Added |
| Ambassador Advisors, LLC | 3,419 | $482.6K | 0.09% | −63−1.8% | Reduced |
| Castleark Management LLC | 3,420 | $482.8K | 0.02% | −2,840−45.4% | Reduced |
| Roundview Capital LLC | 3,428 | $483.9K | 0.04% | −491−12.5% | Reduced |
| Corbyn Investment Management Inc | 3,441 | $485.8K | 0.20% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,443 | $486.0K | 0.20% | +118+3.5% | Added |
| Empire Financial Management Company, LLC | 3,446 | $486.6K | 0.16% | 00.0% | Unchanged |
| CX Institutional | 3,447 | $486.6K | 0.02% | −30−0.9% | Reduced |
| Wealth Alliance | 3,447 | $486.7K | 0.06% | −2,076−37.6% | Reduced |
| Cambridge Financial Group, LLC | 3,454 | $487.6K | 0.22% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,463 | $488.9K | 0.01% | −4,160−54.6% | Reduced |
| First Interstate Bank | 3,464 | $489.0K | 0.03% | +840+32.0% | Added |
| Woodmont Investment Counsel LLC | 3,465 | $489.2K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 3,479 | $491.1K | 0.10% | −264−7.1% | Reduced |
| PFG Advisors | 3,481 | $491.4K | 0.03% | −297−7.9% | Reduced |
| Whalerock Point Partners, LLC | 3,490 | $492.7K | 0.13% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,494 | $493.2K | 0.01% | −40−1.1% | Reduced |
| TradeLink Capital LLC | 3,500 | $494.0K | 1.43% | +3,500 | New |
| Hennessy Advisors Inc | 3,500 | $494.1K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 3,528 | $498.0K | 0.04% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,538 | $499.0K | 0.15% | +2+0.1% | Added |
| Harbor Advisors LLC | 3,541 | $499.9K | 0.09% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,544 | $500.3K | 0.31% | +10.0% | Added |
| MTM Investment Management, LLC | 3,549 | $501.0K | 0.21% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 3,595 | $507.5K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,647 | $514.8K | 0.09% | +656+21.9% | Added |
| Lindbrook Capital, LLC | 3,657 | $516.3K | 0.05% | +107+3.0% | Added |
| Beaird Harris Wealth Management, LLC | 3,658 | $516.4K | 0.05% | −4−0.1% | Reduced |
| Founders Financial Securities LLC | 3,659 | $516.5K | 0.05% | +466+14.6% | Added |
| Bridges Investment Management Inc | 3,668 | $517.8K | 0.01% | +3,668 | New |
| Capital Investment Advisors, LLC | 3,682 | $519.7K | 0.01% | +812+28.3% | Added |
| Schonfeld Strategic Advisors LLC | 3,691 | $521.1K | 0.00% | +847+29.8% | Added |
| Citizens Financial Group Inc | 3,692 | $521.2K | 0.01% | +1,497+68.2% | Added |
| Uncommon Cents Investing LLC | 3,697 | $521.9K | 0.16% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,715 | $524.0K | 0.09% | −46−1.2% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $525.9K | 0.26% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,728 | $526.3K | 0.41% | −3,903−51.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,733 | $527.0K | 0.05% | −7−0.2% | Reduced |
| Thrive Wealth Management, LLC | 3,737 | $527.6K | 0.10% | −392−9.5% | Reduced |
| Danske Bank A/S | 3,739 | $527.8K | 0.00% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,745 | $528.7K | 0.48% | −348−8.5% | Reduced |
| Ballew Advisors, Inc | 3,802 | $532.5K | 0.35% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 3,789 | $534.0K | 0.11% | −51−1.3% | Reduced |
| XTX Topco Ltd | 3,786 | $534.5K | 0.05% | +3,786 | New |
| JT Stratford LLC | 3,803 | $536.9K | 0.10% | +45+1.2% | Added |
| Spinnaker Trust | 3,811 | $538.0K | 0.03% | −11−0.3% | Reduced |
| Geneos Wealth Management Inc. | 3,828 | $540.5K | 0.02% | −552−12.6% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $541.0K | 0.51% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,847 | $543.1K | 0.07% | +2,593+206.8% | Added |
| Greenfield Seitz Capital Management, LLC | 3,858 | $544.6K | 0.20% | −155−3.9% | Reduced |
| Princeton Global Asset Management LLC | 3,866 | $545.7K | 0.12% | −172−4.3% | Reduced |
| Larson Financial Group LLC | 3,869 | $546.1K | 0.04% | +2,599+204.6% | Added |
| Unigestion Holding SA | 4,126 | $549.3K | 0.03% | −514−11.1% | Reduced |
| Symmetry Partners, LLC | 3,898 | $550.0K | 0.03% | −367−8.6% | Reduced |
| Spire Wealth Management | 3,918 | $553.1K | 0.02% | −7,472−65.6% | Reduced |
| Harbour Trust & Investment Management Co | 3,923 | $553.8K | 0.07% | +40+1.0% | Added |
| Conning Inc. | 3,924 | $554.0K | 0.02% | −4−0.1% | Reduced |
| New Millennium Group LLC | 3,929 | $554.6K | 0.36% | +3,929 | New |
| Robertson Stephens Wealth Management, LLC | 3,929 | $554.7K | 0.03% | −7−0.2% | Reduced |
| Riverwater Partners LLC | 3,931 | $554.9K | 0.41% | −35−0.9% | Reduced |
| Field & Main Bank | 3,933 | $555.2K | 0.21% | −25−0.6% | Reduced |
| Full Sail Capital, LLC | 3,935 | $555.5K | 0.04% | −60−1.5% | Reduced |
| Drive Wealth Management, LLC | 3,945 | $556.9K | 0.15% | +662+20.2% | Added |
| John G Ullman & Associates Inc | 3,950 | $557.6K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,951 | $557.8K | 0.06% | +58+1.5% | Added |
| Ethic Inc. | 3,954 | $558.1K | 0.01% | +1,257+46.6% | Added |
| Foundations Investment Advisors, LLC | 3,959 | $558.9K | 0.01% | +720+22.2% | Added |
| Welch Group, LLC | 3,961 | $559.1K | 0.03% | +12+0.3% | Added |
| Kuhn & Co Investment Counsel | 3,968 | $560.2K | 0.50% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,988 | $563.0K | 0.40% | −218−5.2% | Reduced |
| CSS LLC | 4,000 | $564.7K | 0.04% | −2,000−33.3% | Reduced |
| Outfitter Financial LLC | 4,000 | $564.7K | 0.47% | −1,500−27.3% | Reduced |
| Savvy Advisors, Inc. | 4,012 | $566.4K | 0.18% | +1,377+52.3% | Added |
| Gryphon Financial Partners LLC | 4,016 | $567.0K | 0.08% | −125−3.0% | Reduced |
| Syon Capital LLC | 4,027 | $568.5K | 0.05% | +388+10.7% | Added |
| Fulcrum Equity Management | 4,055 | $572.5K | 0.51% | +62+1.6% | Added |
| Sompo Asset Management Co., Ltd. | 4,060 | $573.1K | 0.10% | −260−6.0% | Reduced |
| Clifford Group, LLC | 4,068 | $574.3K | 0.46% | −34−0.8% | Reduced |
| Western Wealth Management, LLC | 4,068 | $574.3K | 0.04% | +39+1.0% | Added |
| Stratos Wealth Advisors, LLC | 4,071 | $574.7K | 0.03% | −8,903−68.6% | Reduced |
| Foster & Motley Inc | 4,098 | $579.0K | 0.04% | −189−4.4% | Reduced |
| NBC Securities, Inc. | 4,108 | $579.0K | 0.05% | −153−3.6% | Reduced |
| Perigon Wealth Management, LLC | 4,105 | $579.4K | 0.02% | +154+3.9% | Added |
| Estabrook Capital Management | 4,109 | $580.1K | 0.09% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,120 | $581.6K | 0.34% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,561 | $581.7K | 0.69% | 00.0% | Unchanged |
| SAM Advisors, LLC | 4,136 | $583.9K | 0.21% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,144 | $585.1K | 0.19% | +33+0.8% | Added |
| Mill Capital Management, LLC | 4,145 | $585.1K | 0.05% | −1,000−19.4% | Reduced |
| Roberts Glore & Co Inc | 4,182 | $590.4K | 0.18% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 4,200 | $592.9K | 0.60% | +380+9.9% | Added |
| LRT Capital Management, LLC | 4,230 | $597.1K | 0.56% | −7,304−63.3% | Reduced |