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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 4,231 | $597.2K | 0.16% | +18+0.4% | Added |
| Naviter Wealth, LLC | 4,231 | $597.3K | 0.09% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,267 | $602.4K | 0.24% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,269 | $602.7K | 0.15% | −933−17.9% | Reduced |
| Gamco Investors, Inc. Et Al | 4,283 | $604.6K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,296 | $606.5K | 0.06% | +608+16.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,299 | $607.0K | 0.06% | −186−4.1% | Reduced |
| Old Point Trust & Financial Services N A | 4,309 | $608.3K | 0.24% | −100−2.3% | Reduced |
| Demars Financial Group, LLC | 4,334 | $611.8K | 0.29% | −4,058−48.4% | Reduced |
| OmniStar Financial Group, Inc. | 4,343 | $613.1K | 0.55% | +179+4.3% | Added |
| Ronald Blue Trust, Inc. | 3,763 | $614.6K | 0.01% | +1,033+37.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,363 | $615.9K | 0.06% | +77+1.8% | Added |
| Vaughan David Investments LLC | 4,381 | $618.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,388 | $619.5K | 0.26% | +232+5.6% | Added |
| First Foundation Advisors | 4,393 | $620.2K | 0.02% | −393−8.2% | Reduced |
| Sharp Financial Services, LLC | 4,406 | $622.0K | 0.53% | +1,572+55.5% | Added |
| Montecito Bank & Trust | 4,421 | $624.1K | 0.13% | −43−1.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $625.4K | 0.25% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,439 | $626.0K | 0.12% | −189−4.1% | Reduced |
| Patron Partners Advisors, LLC | 4,440 | $626.8K | 0.37% | −60−1.3% | Reduced |
| Kovack Advisors, Inc. | 4,440 | $626.9K | 0.07% | −144−3.1% | Reduced |
| AA Financial Advisors, LLC | 4,460 | $629.6K | 0.22% | +723+19.3% | Added |
| Exchange Traded Concepts, LLC | 4,469 | $630.9K | 0.02% | +207+4.9% | Added |
| Richwood Investment Advisors, LLC | 4,495 | $634.6K | 0.56% | +220+5.1% | Added |
| Evergreen Capital Management LLC | 4,496 | $634.7K | 0.02% | +179+4.1% | Added |
| Trust Co of Vermont | 4,521 | $638.2K | 0.03% | −103−2.2% | Reduced |
| New Century Financial Group, LLC | 4,521 | $638.2K | 0.27% | +2,323+105.7% | Added |
| AlphaCore Capital LLC | 4,523 | $638.5K | 0.15% | +2,583+133.1% | Added |
| NorthRock Partners, LLC | 4,551 | $642.5K | 0.02% | +265+6.2% | Added |
| Benjamin Edwards Inc | 4,577 | $646.0K | 0.12% | +220+5.0% | Added |
| S.A. Mason LLC | 4,579 | $646.4K | 0.37% | +50+1.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,756 | $646.6K | 0.33% | +36+0.8% | Added |
| Everpar Advisors LLC | 4,587 | $647.5K | 0.32% | +1,041+29.4% | Added |
| Quantitative Investment Management, LLC | 4,595 | $648.0K | 0.07% | +4,595 | New |
| Siemens Fonds Invest GmbH | 4,594 | $648.5K | 0.05% | −145−3.1% | Reduced |
| Brighton Jones LLC | 4,607 | $650.4K | 0.02% | +223+5.1% | Added |
| Strait & Sound Wealth Management LLC | 4,612 | $651.1K | 0.33% | 00.0% | Unchanged |
| Agf Management Ltd | 4,622 | $652.5K | 0.00% | −4,360−48.5% | Reduced |
| Weaver Consulting Group | 4,622 | $652.5K | 0.23% | −400−8.0% | Reduced |
| Islay Capital Management, LLC | 4,635 | $654.3K | 0.47% | −7,079−60.4% | Reduced |
| Means Investment Co., Inc. | 4,666 | $658.7K | 0.08% | +3+0.1% | Added |
| North Star Investment Management Corp. | 4,671 | $659.4K | 0.05% | +3+0.1% | Added |
| Probity Advisors, Inc. | 4,678 | $660.4K | 0.14% | −31−0.7% | Reduced |
| West Paces Advisors Inc. | 4,706 | $664.4K | 0.17% | +188+4.2% | Added |
| Campion Asset Management LLC | 4,712 | $665.2K | 0.52% | −410−8.0% | Reduced |
| Graypoint LLC | 4,723 | $666.7K | 0.05% | +1,326+39.0% | Added |
| LVM Capital Management Ltd | 4,722 | $667.0K | 0.08% | +27+0.6% | Added |
| KCM Investment Advisors LLC | 4,727 | $667.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,740 | $669.1K | 0.06% | +16+0.3% | Added |
| Pitcairn Co | 4,740 | $669.1K | 0.04% | +327+7.4% | Added |
| Ausdal Financial Partners, Inc. | 4,741 | $669.3K | 0.07% | −65−1.4% | Reduced |
| Focus Financial Network, Inc. | 4,757 | $669.5K | 0.03% | +301+6.8% | Added |
| Roof Eidam & Maycock | 4,747 | $670.1K | 0.18% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,751 | $670.7K | 0.01% | +4,463+1,549.7% | Added |
| Modera Wealth Management, LLC | 4,765 | $672.7K | 0.01% | +155+3.4% | Added |
| Investors Research Corp | 4,776 | $674.2K | 0.16% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,798 | $677.3K | 0.51% | −1,090−18.5% | Reduced |
| Symphony Financial, Ltd. Co. | 4,863 | $678.0K | 0.12% | −139−2.8% | Reduced |
| BluePath Capital Management, LLC | 4,825 | $681.1K | 0.49% | +613+14.6% | Added |
| Lincoln Capital LLC | 4,847 | $684.3K | 0.15% | +7+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $688.1K | 0.15% | 00.0% | Unchanged |
| Baader Bank INC | 4,897 | $690.1K | 0.05% | −1,557−24.1% | Reduced |
| Waldron Private Wealth LLC | 4,904 | $692.3K | 0.03% | −31−0.6% | Reduced |
| EPG Wealth Management LLC | 0 | $697.2K | 0.16% | −4,695−100.0% | Reduced |
| Garrison Point Advisors, LLC | 4,955 | $699.5K | 0.46% | −5−0.1% | Reduced |
| Financial Advisory Service, Inc. | 4,969 | $701.5K | 0.06% | +25+0.5% | Added |
| Weatherly Asset Management L. P. | 4,994 | $705.0K | 0.06% | −75−1.5% | Reduced |
| Charter Trust Co | 5,038 | $711.2K | 0.05% | −13−0.3% | Reduced |
| Schnieders Capital Management LLC | 5,058 | $714.0K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,089 | $718.5K | 0.02% | +23+0.5% | Added |
| Whitener Capital Management, Inc. | 5,119 | $722.7K | 0.22% | +110+2.2% | Added |
| Sciencast Management LP | 5,151 | $727.2K | 0.25% | +5,151 | New |
| Plato Investment Management Ltd | 5,175 | $730.6K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,190 | $732.6K | 0.11% | −315−5.7% | Reduced |
| Linscomb & Williams, Inc. | 5,199 | $733.9K | 0.04% | +93+1.8% | Added |
| Quadrant Capital Group LLC | 5,210 | $735.5K | 0.05% | +58+1.1% | Added |
| Twin Capital Management Inc | 5,225 | $737.6K | 0.09% | −3,620−40.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,270 | $744.0K | 0.07% | −1,786−25.3% | Reduced |
| Impact Partnership Wealth, LLC | 5,273 | $744.4K | 0.20% | +5,036+2,124.9% | Added |
| Virtus ETF Advisers LLC | 5,277 | $745.0K | 0.36% | −498−8.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 5,301 | $748.0K | 1.87% | +280+5.6% | Added |
| Warren Averett Asset Management, LLC | 5,299 | $748.1K | 0.01% | +404+8.3% | Added |
| Harbor Investment Advisory, LLC | 5,309 | $749.5K | 0.08% | −82−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,165 | $751.3K | 0.05% | +354+7.4% | Added |
| Campbell & CO Investment Adviser LLC | 5,326 | $751.9K | 0.06% | −2,006−27.4% | Reduced |
| Engineers Gate Manager LP | 5,335 | $753.1K | 0.02% | +3,394+174.9% | Added |
| Merrion Investment Management Co, LLC | 5,350 | $755.3K | 0.52% | +1,950+57.4% | Added |
| Worth Financial Advisory Group, LLC | 5,361 | $756.8K | 0.50% | +35+0.7% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $759.0K | 0.15% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,396 | $761.8K | 0.06% | +752+16.2% | Added |
| Atomi Financial Group, Inc. | 5,426 | $766.0K | 0.06% | −26−0.5% | Reduced |
| Walleye Capital LLC | 5,433 | $767.0K | 0.01% | −55,671−91.1% | Reduced |
| Peoples Financial Services Corp. | 5,440 | $768.0K | 0.35% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,455 | $770.1K | 0.03% | +328+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,494 | $775.6K | 0.02% | −582−9.6% | Reduced |
| Boston Private Wealth LLC | 5,497 | $776.1K | 0.02% | −1,766−24.3% | Reduced |
| Childress Capital Advisors, LLC | 5,499 | $776.3K | 0.22% | +593+12.1% | Added |
| Premier Path Wealth Partners, LLC | 5,511 | $778.0K | 0.13% | +1,047+23.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,521 | $779.4K | 0.14% | −115−2.0% | Reduced |
| Essex Savings Bank | 5,543 | $782.5K | 0.21% | −4−0.1% | Reduced |