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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 4,068 | $574.3K | 0.46% | −34−0.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,060 | $573.1K | 0.10% | −260−6.0% | Reduced |
| Fulcrum Equity Management | 4,055 | $572.5K | 0.51% | +62+1.6% | Added |
| Syon Capital LLC | 4,027 | $568.5K | 0.05% | +388+10.7% | Added |
| Gryphon Financial Partners LLC | 4,016 | $567.0K | 0.08% | −125−3.0% | Reduced |
| Savvy Advisors, Inc. | 4,012 | $566.4K | 0.18% | +1,377+52.3% | Added |
| 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 |
| Kolinsky Wealth Management, LLC | 3,988 | $563.0K | 0.40% | −218−5.2% | Reduced |
| Kuhn & Co Investment Counsel | 3,968 | $560.2K | 0.50% | 00.0% | Unchanged |
| Welch Group, LLC | 3,961 | $559.1K | 0.03% | +12+0.3% | Added |
| Foundations Investment Advisors, LLC | 3,959 | $558.9K | 0.01% | +720+22.2% | Added |
| Ethic Inc. | 3,954 | $558.1K | 0.01% | +1,257+46.6% | Added |
| Advisor OS, LLC | 3,951 | $557.8K | 0.06% | +58+1.5% | Added |
| John G Ullman & Associates Inc | 3,950 | $557.6K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,945 | $556.9K | 0.15% | +662+20.2% | Added |
| Full Sail Capital, LLC | 3,935 | $555.5K | 0.04% | −60−1.5% | Reduced |
| Field & Main Bank | 3,933 | $555.2K | 0.21% | −25−0.6% | Reduced |
| Riverwater Partners LLC | 3,931 | $554.9K | 0.41% | −35−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,929 | $554.7K | 0.03% | −7−0.2% | Reduced |
| New Millennium Group LLC | 3,929 | $554.6K | 0.36% | +3,929 | New |
| Conning Inc. | 3,924 | $554.0K | 0.02% | −4−0.1% | Reduced |
| Harbour Trust & Investment Management Co | 3,923 | $553.8K | 0.07% | +40+1.0% | Added |
| Spire Wealth Management | 3,918 | $553.1K | 0.02% | −7,472−65.6% | Reduced |
| Symmetry Partners, LLC | 3,898 | $550.0K | 0.03% | −367−8.6% | Reduced |
| Unigestion Holding SA | 4,126 | $549.3K | 0.03% | −514−11.1% | Reduced |
| Larson Financial Group LLC | 3,869 | $546.1K | 0.04% | +2,599+204.6% | Added |
| Princeton Global Asset Management LLC | 3,866 | $545.7K | 0.12% | −172−4.3% | Reduced |
| Greenfield Seitz Capital Management, LLC | 3,858 | $544.6K | 0.20% | −155−3.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,847 | $543.1K | 0.07% | +2,593+206.8% | Added |
| Montchanin Asset Management, LLC | 3,830 | $541.0K | 0.51% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,828 | $540.5K | 0.02% | −552−12.6% | Reduced |
| Spinnaker Trust | 3,811 | $538.0K | 0.03% | −11−0.3% | Reduced |
| JT Stratford LLC | 3,803 | $536.9K | 0.10% | +45+1.2% | Added |
| XTX Topco Ltd | 3,786 | $534.5K | 0.05% | +3,786 | New |
| 49 Wealth Management, LLC | 3,789 | $534.0K | 0.11% | −51−1.3% | Reduced |
| Ballew Advisors, Inc | 3,802 | $532.5K | 0.35% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,745 | $528.7K | 0.48% | −348−8.5% | Reduced |
| Danske Bank A/S | 3,739 | $527.8K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,737 | $527.6K | 0.10% | −392−9.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,733 | $527.0K | 0.05% | −7−0.2% | Reduced |
| WESPAC Advisors, LLC | 3,728 | $526.3K | 0.41% | −3,903−51.1% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $525.9K | 0.26% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,715 | $524.0K | 0.09% | −46−1.2% | Reduced |
| Uncommon Cents Investing LLC | 3,697 | $521.9K | 0.16% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,692 | $521.2K | 0.01% | +1,497+68.2% | Added |
| Schonfeld Strategic Advisors LLC | 3,691 | $521.1K | 0.00% | +847+29.8% | Added |
| Capital Investment Advisors, LLC | 3,682 | $519.7K | 0.01% | +812+28.3% | Added |
| Bridges Investment Management Inc | 3,668 | $517.8K | 0.01% | +3,668 | New |
| Founders Financial Securities LLC | 3,659 | $516.5K | 0.05% | +466+14.6% | Added |
| Beaird Harris Wealth Management, LLC | 3,658 | $516.4K | 0.05% | −4−0.1% | Reduced |
| Lindbrook Capital, LLC | 3,657 | $516.3K | 0.05% | +107+3.0% | Added |
| Vise Technologies, Inc. | 3,647 | $514.8K | 0.09% | +656+21.9% | Added |
| Triasima Portfolio Management inc. | 3,595 | $507.5K | 0.05% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,549 | $501.0K | 0.21% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,544 | $500.3K | 0.31% | +10.0% | Added |
| Harbor Advisors LLC | 3,541 | $499.9K | 0.09% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,538 | $499.0K | 0.15% | +2+0.1% | Added |
| Courier Capital LLC | 3,528 | $498.0K | 0.04% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $494.1K | 0.02% | 00.0% | Unchanged |
| TradeLink Capital LLC | 3,500 | $494.0K | 1.43% | +3,500 | New |
| BKD Wealth Advisors, LLC | 3,494 | $493.2K | 0.01% | −40−1.1% | Reduced |
| Whalerock Point Partners, LLC | 3,490 | $492.7K | 0.13% | 00.0% | Unchanged |
| PFG Advisors | 3,481 | $491.4K | 0.03% | −297−7.9% | Reduced |
| Norden Group LLC | 3,479 | $491.1K | 0.10% | −264−7.1% | Reduced |
| Woodmont Investment Counsel LLC | 3,465 | $489.2K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 3,464 | $489.0K | 0.03% | +840+32.0% | Added |
| Walleye Trading LLC | 3,463 | $488.9K | 0.01% | −4,160−54.6% | Reduced |
| Cambridge Financial Group, LLC | 3,454 | $487.6K | 0.22% | 00.0% | Unchanged |
| Wealth Alliance | 3,447 | $486.7K | 0.06% | −2,076−37.6% | Reduced |
| CX Institutional | 3,447 | $486.6K | 0.02% | −30−0.9% | Reduced |
| Empire Financial Management Company, LLC | 3,446 | $486.6K | 0.16% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,443 | $486.0K | 0.20% | +118+3.5% | Added |
| Corbyn Investment Management Inc | 3,441 | $485.8K | 0.20% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,428 | $483.9K | 0.04% | −491−12.5% | Reduced |
| Castleark Management LLC | 3,420 | $482.8K | 0.02% | −2,840−45.4% | Reduced |
| Ambassador Advisors, LLC | 3,419 | $482.6K | 0.09% | −63−1.8% | Reduced |
| Vantage Consulting Group Inc | 3,403 | $480.4K | 0.36% | +219+6.9% | Added |
| Abacus Planning Group, Inc. | 3,402 | $480.3K | 0.09% | +30+0.9% | Added |
| Mayflower Financial Advisors, LLC | 3,401 | $480.2K | 0.08% | +26+0.8% | Added |
| GHP Investment Advisors, Inc. | 3,401 | $480.1K | 0.02% | −567−14.3% | Reduced |
| Wedgewood Investors Inc | 3,400 | $480.0K | 0.57% | +3,400 | New |
| Biltmore Wealth Management, LLC | 3,396 | $479.4K | 0.21% | +3,396 | New |
| Soltis Investment Advisors LLC | 3,391 | $478.7K | 0.05% | +125+3.8% | Added |
| Clarius Group, LLC | 3,386 | $478.0K | 0.03% | −69−2.0% | Reduced |
| Van Strum & Towne Inc. | 3,381 | $477.3K | 0.17% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,367 | $475.3K | 0.10% | +520+18.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,345 | $472.2K | 0.01% | −461−12.1% | Reduced |
| Keel Point, LLC | 3,504 | $471.8K | 0.04% | +1,885+116.4% | Added |
| Mosaic Family Wealth Partners, LLC | 3,336 | $470.9K | 0.08% | −540−13.9% | Reduced |
| Tanager Wealth Management LLP | 3,329 | $470.0K | 0.07% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,327 | $469.7K | 0.16% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,318 | $468.4K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,309 | $467.1K | 0.04% | +137+4.3% | Added |
| Perpetual Ltd | 3,304 | $466.4K | 0.01% | −899−21.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,300 | $465.8K | 0.02% | −45−1.3% | Reduced |
| Capital Investment Advisory Services, LLC | 3,295 | $465.1K | 0.05% | +157+5.0% | Added |
| Cadinha & Co LLC | 3,280 | $463.0K | 0.09% | +10+0.3% | Added |
| Harbour Investments, Inc. | 3,280 | $463.0K | 0.02% | +324+11.0% | Added |
| Blue Edge Capital, LLC | 3,279 | $462.9K | 0.08% | −216−6.2% | Reduced |