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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 5,335 | $753.1K | 0.02% | +3,394+174.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,326 | $751.9K | 0.06% | −2,006−27.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,165 | $751.3K | 0.05% | +354+7.4% | Added |
| Harbor Investment Advisory, LLC | 5,309 | $749.5K | 0.08% | −82−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 5,299 | $748.1K | 0.01% | +404+8.3% | Added |
| Lingohr & Partner Asset Management GmbH | 5,301 | $748.0K | 1.87% | +280+5.6% | Added |
| Virtus ETF Advisers LLC | 5,277 | $745.0K | 0.36% | −498−8.6% | Reduced |
| Impact Partnership Wealth, LLC | 5,273 | $744.4K | 0.20% | +5,036+2,124.9% | Added |
| Kingswood Wealth Advisors, LLC | 5,270 | $744.0K | 0.07% | −1,786−25.3% | Reduced |
| Twin Capital Management Inc | 5,225 | $737.6K | 0.09% | −3,620−40.9% | Reduced |
| Quadrant Capital Group LLC | 5,210 | $735.5K | 0.05% | +58+1.1% | Added |
| Linscomb & Williams, Inc. | 5,199 | $733.9K | 0.04% | +93+1.8% | Added |
| TrinityPoint Wealth, LLC | 5,190 | $732.6K | 0.11% | −315−5.7% | Reduced |
| Plato Investment Management Ltd | 5,175 | $730.6K | 0.07% | 00.0% | Unchanged |
| Sciencast Management LP | 5,151 | $727.2K | 0.25% | +5,151 | New |
| Whitener Capital Management, Inc. | 5,119 | $722.7K | 0.22% | +110+2.2% | Added |
| Mission Wealth Management, LP | 5,089 | $718.5K | 0.02% | +23+0.5% | Added |
| Schnieders Capital Management LLC | 5,058 | $714.0K | 0.14% | 00.0% | Unchanged |
| Charter Trust Co | 5,038 | $711.2K | 0.05% | −13−0.3% | Reduced |
| Weatherly Asset Management L. P. | 4,994 | $705.0K | 0.06% | −75−1.5% | Reduced |
| Financial Advisory Service, Inc. | 4,969 | $701.5K | 0.06% | +25+0.5% | Added |
| Garrison Point Advisors, LLC | 4,955 | $699.5K | 0.46% | −5−0.1% | Reduced |
| EPG Wealth Management LLC | 0 | $697.2K | 0.16% | −4,695−100.0% | Reduced |
| Waldron Private Wealth LLC | 4,904 | $692.3K | 0.03% | −31−0.6% | Reduced |
| Baader Bank INC | 4,897 | $690.1K | 0.05% | −1,557−24.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,874 | $688.1K | 0.15% | 00.0% | Unchanged |
| Lincoln Capital LLC | 4,847 | $684.3K | 0.15% | +7+0.1% | Added |
| BluePath Capital Management, LLC | 4,825 | $681.1K | 0.49% | +613+14.6% | Added |
| Symphony Financial, Ltd. Co. | 4,863 | $678.0K | 0.12% | −139−2.8% | Reduced |
| Affinity Investment Advisors, LLC | 4,798 | $677.3K | 0.51% | −1,090−18.5% | Reduced |
| Investors Research Corp | 4,776 | $674.2K | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,765 | $672.7K | 0.01% | +155+3.4% | Added |
| Capstone Investment Advisors, LLC | 4,751 | $670.7K | 0.01% | +4,463+1,549.7% | Added |
| Roof Eidam & Maycock | 4,747 | $670.1K | 0.18% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,757 | $669.5K | 0.03% | +301+6.8% | Added |
| Ausdal Financial Partners, Inc. | 4,741 | $669.3K | 0.07% | −65−1.4% | Reduced |
| 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 |
| KCM Investment Advisors LLC | 4,727 | $667.3K | 0.02% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,722 | $667.0K | 0.08% | +27+0.6% | Added |
| Graypoint LLC | 4,723 | $666.7K | 0.05% | +1,326+39.0% | Added |
| Campion Asset Management LLC | 4,712 | $665.2K | 0.52% | −410−8.0% | Reduced |
| West Paces Advisors Inc. | 4,706 | $664.4K | 0.17% | +188+4.2% | Added |
| Probity Advisors, Inc. | 4,678 | $660.4K | 0.14% | −31−0.7% | Reduced |
| North Star Investment Management Corp. | 4,671 | $659.4K | 0.05% | +3+0.1% | Added |
| Means Investment Co., Inc. | 4,666 | $658.7K | 0.08% | +3+0.1% | Added |
| Islay Capital Management, LLC | 4,635 | $654.3K | 0.47% | −7,079−60.4% | Reduced |
| Weaver Consulting Group | 4,622 | $652.5K | 0.23% | −400−8.0% | Reduced |
| Agf Management Ltd | 4,622 | $652.5K | 0.00% | −4,360−48.5% | Reduced |
| Strait & Sound Wealth Management LLC | 4,612 | $651.1K | 0.33% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,607 | $650.4K | 0.02% | +223+5.1% | Added |
| Siemens Fonds Invest GmbH | 4,594 | $648.5K | 0.05% | −145−3.1% | Reduced |
| Quantitative Investment Management, LLC | 4,595 | $648.0K | 0.07% | +4,595 | New |
| Everpar Advisors LLC | 4,587 | $647.5K | 0.32% | +1,041+29.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,756 | $646.6K | 0.33% | +36+0.8% | Added |
| S.A. Mason LLC | 4,579 | $646.4K | 0.37% | +50+1.1% | Added |
| Benjamin Edwards Inc | 4,577 | $646.0K | 0.12% | +220+5.0% | Added |
| NorthRock Partners, LLC | 4,551 | $642.5K | 0.02% | +265+6.2% | Added |
| AlphaCore Capital LLC | 4,523 | $638.5K | 0.15% | +2,583+133.1% | 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 |
| Evergreen Capital Management LLC | 4,496 | $634.7K | 0.02% | +179+4.1% | Added |
| Richwood Investment Advisors, LLC | 4,495 | $634.6K | 0.56% | +220+5.1% | Added |
| Exchange Traded Concepts, LLC | 4,469 | $630.9K | 0.02% | +207+4.9% | Added |
| AA Financial Advisors, LLC | 4,460 | $629.6K | 0.22% | +723+19.3% | Added |
| Kovack Advisors, Inc. | 4,440 | $626.9K | 0.07% | −144−3.1% | Reduced |
| Patron Partners Advisors, LLC | 4,440 | $626.8K | 0.37% | −60−1.3% | Reduced |
| Cigna Investments Inc | 4,439 | $626.0K | 0.12% | −189−4.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $625.4K | 0.25% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,421 | $624.1K | 0.13% | −43−1.0% | Reduced |
| Sharp Financial Services, LLC | 4,406 | $622.0K | 0.53% | +1,572+55.5% | Added |
| First Foundation Advisors | 4,393 | $620.2K | 0.02% | −393−8.2% | Reduced |
| Global Financial Private Client, LLC | 4,388 | $619.5K | 0.26% | +232+5.6% | Added |
| Vaughan David Investments LLC | 4,381 | $618.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,363 | $615.9K | 0.06% | +77+1.8% | Added |
| Ronald Blue Trust, Inc. | 3,763 | $614.6K | 0.01% | +1,033+37.8% | Added |
| OmniStar Financial Group, Inc. | 4,343 | $613.1K | 0.55% | +179+4.3% | Added |
| Demars Financial Group, LLC | 4,334 | $611.8K | 0.29% | −4,058−48.4% | Reduced |
| Old Point Trust & Financial Services N A | 4,309 | $608.3K | 0.24% | −100−2.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,299 | $607.0K | 0.06% | −186−4.1% | Reduced |
| Angeles Wealth Management, LLC | 4,296 | $606.5K | 0.06% | +608+16.5% | Added |
| Gamco Investors, Inc. Et Al | 4,283 | $604.6K | 0.01% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,269 | $602.7K | 0.15% | −933−17.9% | Reduced |
| Verity Asset Management, Inc. | 4,267 | $602.4K | 0.24% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,231 | $597.3K | 0.09% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,231 | $597.2K | 0.16% | +18+0.4% | Added |
| LRT Capital Management, LLC | 4,230 | $597.1K | 0.56% | −7,304−63.3% | Reduced |
| Smart Portfolios, LLC | 4,200 | $592.9K | 0.60% | +380+9.9% | Added |
| Roberts Glore & Co Inc | 4,182 | $590.4K | 0.18% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,145 | $585.1K | 0.05% | −1,000−19.4% | Reduced |
| WP Advisors, LLC | 4,144 | $585.1K | 0.19% | +33+0.8% | Added |
| SAM Advisors, LLC | 4,136 | $583.9K | 0.21% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,561 | $581.7K | 0.69% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,120 | $581.6K | 0.34% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,109 | $580.1K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,105 | $579.4K | 0.02% | +154+3.9% | Added |
| 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 |
| Stratos Wealth Advisors, LLC | 4,071 | $574.7K | 0.03% | −8,903−68.6% | Reduced |
| Western Wealth Management, LLC | 4,068 | $574.3K | 0.04% | +39+1.0% | Added |