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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 3,273 | $462.1K | 0.09% | +35+1.1% | Added |
| LCNB Corp | 3,272 | $461.9K | 0.17% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3,258 | $459.9K | 0.01% | +3,258 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,255 | $459.5K | 0.13% | +327+11.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $459.5K | 0.00% | +1,400+74.2% | Added |
| Chicago Trust Co NA | 3,252 | $459.1K | 0.09% | +226+7.5% | Added |
| Athena Investment Management | 3,249 | $458.7K | 0.28% | −138−4.1% | Reduced |
| NBT Bank N A | 3,248 | $457.6K | 0.03% | +628+24.0% | Added |
| Next Capital Management LLC | 4,987 | $454.2K | 0.19% | +3,028+154.6% | Added |
| Hills Bank & Trust Co | 3,211 | $453.3K | 0.04% | +95+3.0% | Added |
| Granite Group Advisors, LLC | 3,207 | $452.7K | 0.34% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,204 | $452.3K | 0.06% | −48−1.5% | Reduced |
| Whittier Trust Co | 3,190 | $450.3K | 0.01% | −20−0.6% | 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 |
| Lake Street Advisors Group, LLC | 3,179 | $448.8K | 0.02% | −49−1.5% | Reduced |
| Intrinsic Value Partners, LLC | 3,167 | $447.1K | 0.47% | −60−1.9% | Reduced |
| McDaniel Terry & Co | 3,168 | $447.0K | 0.04% | −99−3.0% | Reduced |
| Callan Capital, LLC | 3,157 | $445.7K | 0.04% | −45−1.4% | Reduced |
| Passumpsic Savings Bank | 3,149 | $444.5K | 0.32% | +125+4.1% | Added |
| CoreFirst Bank & Trust | 3,148 | $444.4K | 0.30% | −270−7.9% | Reduced |
| Powers Advisory Group, LLC | 3,143 | $443.7K | 0.24% | −200−6.0% | Reduced |
| Verus Capital Partners, LLC | 3,141 | $443.4K | 0.05% | −181−5.4% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $442.0K | 0.24% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 3,120 | $440.4K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,114 | $439.6K | 0.04% | −10.0% | Reduced |
| Catalina Capital Group, LLC | 3,097 | $437.2K | 0.17% | +307+11.0% | Added |
| Second Line Capital, LLC | 3,091 | $436.4K | 0.13% | +1,449+88.2% | Added |
| Chesapeake Asset Management LLC | 3,089 | $436.1K | 0.42% | +7+0.2% | Added |
| ARS Investment Partners, LLC | 3,086 | $435.7K | 0.04% | −389−11.2% | Reduced |
| Aries Wealth Management | 3,083 | $435.2K | 0.14% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,079 | $434.7K | 0.09% | −612−16.6% | Reduced |
| GTS Securities LLC | 3,079 | $434.7K | 0.01% | −679−18.1% | Reduced |
| E&G Advisors, LP | 3,072 | $433.7K | 0.13% | −50−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,258 | $433.0K | 0.06% | +499+18.1% | Added |
| Capital Analysts, LLC | 3,061 | $432.0K | 0.02% | +26+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,057 | $431.6K | 0.11% | +3,057 | New |
| Townsend Asset Management Corp | 3,053 | $430.9K | 0.17% | +9+0.3% | 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 |
| Magnus Financial Group LLC | 3,033 | $428.1K | 0.05% | +2+0.1% | Added |
| Bridgewater Associates, LP | 3,028 | $427.5K | 0.00% | +3,028 | New |
| Stockman Wealth Management, Inc. | 3,027 | $427.3K | 0.07% | +50+1.7% | Added |
| First Citizens Bank & Trust Co | 3,020 | $426.3K | 0.01% | +400+15.3% | Added |
| Cito Capital Group, LLC | 3,000 | $424.0K | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,999 | $423.4K | 0.06% | +378+14.4% | Added |
| Kanawha Capital Management LLC | 2,985 | $421.4K | 0.03% | +206+7.4% | Added |
| Geller Advisors LLC | 2,961 | $418.0K | 0.03% | −20−0.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $417.6K | 0.30% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,914 | $411.4K | 0.00% | −103−3.4% | Reduced |
| Goodman Financial Corp | 2,913 | $411.2K | 0.09% | −365−11.1% | Reduced |
| Vista Investment Partners LLC | 2,910 | $410.8K | 0.14% | −5,407−65.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,910 | $410.8K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,906 | $410.2K | 0.07% | −893−23.5% | Reduced |
| Austin Private Wealth, LLC | 2,890 | $408.0K | 0.04% | −10.0% | Reduced |
| Paragon Capital Management Ltd | 2,883 | $407.0K | 0.07% | +31+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,880 | $406.6K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,088 | $406.5K | 0.05% | +363+13.3% | Added |
| Fort Sheridan Advisors LLC | 2,872 | $405.5K | 0.07% | +1,230+74.9% | Added |
| Dividend Assets Capital, LLC | 2,868 | $404.9K | 0.08% | 00.0% | Unchanged |
| Quilter Plc | 2,863 | $404.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,856 | $403.1K | 0.04% | −127−4.3% | Reduced |
| AlTi Global, Inc. | 2,852 | $402.7K | 0.01% | +66+2.4% | Added |
| Ci Investments Inc. | 2,851 | $402.0K | 0.00% | −913−24.3% | Reduced |
| Plancorp, LLC | 2,840 | $401.0K | 0.02% | +5+0.2% | Added |
| First Horizon Advisors, Inc. | 2,835 | $400.2K | 0.01% | +1,976+230.0% | Added |
| Stiles Financial Services Inc | 2,828 | $398.9K | 0.15% | −43−1.5% | Reduced |
| Investors Asset Management of Georgia Inc | 2,802 | $395.6K | 0.19% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,801 | $395.4K | 0.03% | −174−5.8% | Reduced |
| Allegheny Financial Group LTD | 2,773 | $391.4K | 0.11% | +571+25.9% | Added |
| Nilsine Partners, LLC | 2,772 | $391.3K | 0.05% | −78−2.7% | Reduced |
| Empirical Asset Management, LLC | 23,045 | $390.9K | 0.15% | +19,340+522.0% | Added |
| IFG Advisory, LLC | 2,756 | $389.1K | 0.02% | +2,756 | New |
| Tributary Capital Management, LLC | 2,750 | $388.2K | 0.03% | −100−3.5% | Reduced |
| Successful Portfolios LLC | 2,744 | $387.4K | 0.27% | −121−4.2% | Reduced |
| Laurel Wealth Advisors LLC | 2,729 | $385.3K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 2,725 | $384.7K | 0.03% | −66,008−96.0% | Reduced |
| IVC Wealth Advisors LLC | 2,724 | $384.6K | 0.22% | −11−0.4% | Reduced |
| StoneX Group Inc. | 2,723 | $384.4K | 0.03% | +350+14.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,720 | $384.0K | 0.20% | +519+23.6% | Added |
| Ballentine Partners, LLC | 2,713 | $383.0K | 0.01% | −200−6.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,699 | $381.0K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,673 | $377.3K | 0.00% | −854−24.2% | Reduced |
| Ruggaard & Associates LLC | 2,672 | $377.2K | 0.17% | −50−1.8% | Reduced |
| Alpha DNA Investment Management LLC | 2,656 | $374.9K | 0.21% | −1,877−41.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,653 | $374.5K | 0.13% | −177−6.3% | Reduced |
| Strategy Asset Managers LLC | 3,912 | $373.1K | 0.08% | +50+1.3% | Added |
| Eqis Capital Management, Inc. | 2,635 | $371.9K | 0.03% | −399−13.2% | Reduced |
| HCR Wealth Advisors | 2,631 | $371.4K | 0.05% | +27+1.0% | Added |
| Cape Cod Five Cents Savings Bank | 2,625 | $370.6K | 0.04% | −125−4.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $370.3K | 0.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,620 | $369.9K | 0.14% | +1,064+68.4% | Added |
| Liberty Capital Management, Inc. | 2,618 | $369.6K | 0.09% | +316+13.7% | Added |
| Capital Market Strategies LLC | 2,609 | $368.3K | 0.23% | +500+23.7% | Added |
| Chilton Capital Management LLC | 2,606 | $367.9K | 0.02% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $367.0K | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,595 | $366.3K | 0.01% | +198+8.3% | Added |
| Change Path, LLC | 2,569 | $363.0K | 0.02% | −640−19.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,567 | $362.4K | 0.03% | +67+2.7% | Added |
| San Luis Wealth Advisors LLC | 2,563 | $362.0K | 0.09% | +2,563 | New |