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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 2,550 | $360.0K | 0.06% | +129+5.3% | Added |
| Northcape Wealth Management, LLC | 2,539 | $358.4K | 0.13% | +427+20.2% | Added |
| Roman Butler Fullerton & Co | 2,671 | $357.8K | 0.12% | −75−2.7% | Reduced |
| GeoWealth Management, LLC | 2,532 | $357.4K | 0.02% | −10,009−79.8% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $356.6K | 0.10% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,510 | $354.4K | 0.09% | +15+0.6% | Added |
| Warwick Investment Management, Inc. | 2,509 | $354.2K | 0.08% | +2,509 | New |
| Opus Capital Group, LLC | 2,507 | $354.0K | 0.05% | −77−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 2,505 | $353.6K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,502 | $353.2K | 0.18% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,500 | $352.9K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 2,491 | $351.7K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,459 | $347.1K | 0.02% | −20−0.8% | Reduced |
| CFO4Life Group, LLC | 2,452 | $346.1K | 0.07% | −5,018−67.2% | Reduced |
| Cadent Capital Advisors, LLC | 2,446 | $345.4K | 0.14% | −26−1.1% | Reduced |
| TFG Advisers LLC | 2,444 | $345.0K | 0.13% | +175+7.7% | Added |
| Ethos Financial Group, LLC | 2,444 | $345.0K | 0.06% | +35+1.5% | Added |
| Blackston Financial Advisory Group, LLC | 2,444 | $345.0K | 0.19% | +716+41.4% | Added |
| Pinnacle Bancorp, Inc. | 2,440 | $344.5K | 0.10% | −125−4.9% | Reduced |
| Greenfield Savings Bank | 2,433 | $343.5K | 0.18% | −89−3.5% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $342.9K | 0.15% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,428 | $342.8K | 0.16% | −15−0.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,427 | $342.6K | 0.12% | +32+1.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,421 | $341.8K | 0.09% | −100−4.0% | Reduced |
| Weik Capital Management | 2,420 | $341.6K | 0.15% | −150−5.8% | Reduced |
| Montag A & Associates Inc | 2,409 | $340.1K | 0.02% | 00.0% | Unchanged |
| Moller Financial Services | 2,408 | $339.9K | 0.09% | −160−6.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,406 | $339.7K | 0.04% | −100−4.0% | Reduced |
| Port Capital LLC | 2,400 | $339.0K | 0.02% | +41+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 2,400 | $338.8K | 0.08% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $338.4K | 0.14% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,389 | $337.3K | 0.02% | +2,389 | New |
| Stokes Family Office, LLC | 2,386 | $336.9K | 0.04% | +35+1.5% | Added |
| Walker Asset Management, LLC | 2,386 | $336.8K | 0.23% | −15−0.6% | Reduced |
| LBMC Investment Advisors, LLC | 2,383 | $336.5K | 0.03% | +10.0% | Added |
| WCM Investment Management, LLC | 2,410 | $335.9K | 0.00% | +1,109+85.2% | Added |
| SkyOak Wealth, LLC | 2,378 | $335.7K | 0.08% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,369 | $334.5K | 0.17% | −187−7.3% | Reduced |
| Jacobs & Co | 2,366 | $334.0K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 2,363 | $333.6K | 0.05% | +618+35.4% | Added |
| MQS Management LLC | 2,363 | $333.6K | 0.20% | +2,363 | New |
| D. E. Shaw & Co., Inc. | 2,361 | $333.3K | 0.00% | −25,457−91.5% | Reduced |
| Marietta Investment Partners LLC | 2,360 | $333.2K | 0.07% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 2,360 | $333.1K | 0.28% | +14+0.6% | Added |
| Seamount Financial Group Inc | 2,352 | $332.0K | 0.27% | +352+17.6% | Added |
| Lazard Asset Management LLC | 2,362 | $332.0K | 0.00% | −1,636−40.9% | Reduced |
| Tradition Wealth Management, LLC | 2,349 | $331.6K | 0.03% | +766+48.4% | Added |
| Hurlow Wealth Management Group, Inc. | 2,336 | $329.8K | 0.11% | −2−0.1% | Reduced |
| Amarillo National Bank | 2,333 | $329.4K | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $328.2K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,314 | $326.7K | 0.03% | +60+2.7% | Added |
| Horizon Advisory Services, Inc. | 2,312 | $326.4K | 0.16% | +5+0.2% | Added |
| Alps Advisors Inc | 2,310 | $326.1K | 0.00% | −13−0.6% | Reduced |
| Abacus Wealth Partners, LLC | 2,306 | $325.5K | 0.05% | +28+1.2% | Added |
| Principal Street Partners, LLC | 2,304 | $325.3K | 0.06% | −376−14.0% | Reduced |
| Longfellow Investment Management Co LLC | 2,293 | $323.7K | 0.08% | +15+0.7% | Added |
| Beaumont Financial Advisors, LLC | 2,293 | $323.7K | 0.03% | +15+0.7% | Added |
| Proequities, Inc. | 2,293 | $323.7K | 0.02% | −804−26.0% | Reduced |
| First Financial Bank - Trust Division | 2,287 | $322.9K | 0.03% | −69−2.9% | Reduced |
| Hamilton Capital, LLC | 2,282 | $322.1K | 0.02% | −387−14.5% | Reduced |
| Monetary Management Group Inc | 2,280 | $321.9K | 0.09% | −397−14.8% | Reduced |
| Acropolis Investment Management, LLC | 2,278 | $321.6K | 0.02% | +4+0.2% | Added |
| Krane Funds Advisors LLC | 2,268 | $320.2K | 0.01% | +2,268 | New |
| Leisure Capital Management | 2,262 | $319.3K | 0.15% | 00.0% | Unchanged |
| Insight Folios Inc | 2,260 | $319.0K | 0.13% | −47−2.0% | Reduced |
| Empower Advisory Group, LLC | 2,259 | $318.9K | 0.00% | −105−4.4% | Reduced |
| Hoylecohen, LLC | 2,254 | $318.2K | 0.02% | +168+8.1% | Added |
| Azimuth Capital Investment Management LLC | 2,253 | $318.1K | 0.01% | −50−2.2% | Reduced |
| Close Asset Management Ltd | 2,249 | $318.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,014 | $316.4K | 0.00% | +179+9.8% | Added |
| KRS Capital Management, LLC | 2,237 | $315.9K | 0.24% | +449+25.1% | Added |
| Southland Equity Partners LLC | 2,235 | $315.6K | 0.09% | −125−5.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,226 | $314.2K | 0.03% | −400−15.2% | Reduced |
| Assetmark, Inc | 2,226 | $314.2K | 0.00% | +19+0.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $313.7K | 0.13% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,214 | $312.5K | 0.26% | +152+7.4% | Added |
| Cross Staff Investments Inc | 2,209 | $311.8K | 0.26% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,200 | $310.6K | 0.16% | +2,200 | New |
| Sterling Investment Advisors, Ltd. | 2,193 | $309.6K | 0.08% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,191 | $309.2K | 0.07% | −10.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,185 | $308.5K | 0.20% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,221 | $307.4K | 0.07% | +28+1.3% | Added |
| Gratus Wealth Advisors, LLC | 2,213 | $306.4K | 0.05% | +774+53.8% | Added |
| Park Place Capital Corp | 2,163 | $305.4K | 0.10% | −2,699−55.5% | Reduced |
| Midland Wealth Advisors LLC | 2,160 | $304.9K | 0.02% | +2,160 | New |
| Apriem Advisors | 2,158 | $304.6K | 0.04% | −304−12.3% | Reduced |
| HBW Advisory Services LLC | 2,155 | $304.2K | 0.05% | −76−3.4% | Reduced |
| Advus Financial Partners, LLC | 2,149 | $303.4K | 0.09% | −109−4.8% | Reduced |
| Parkside Financial Bank & Trust | 2,148 | $303.2K | 0.05% | −81−3.6% | Reduced |
| Los Angeles Capital Management LLC | 2,145 | $302.8K | 0.00% | −36,585−94.5% | Reduced |
| Ritholtz Wealth Management | 2,145 | $302.8K | 0.01% | −288−11.8% | Reduced |
| Willis Johnson & Associates, Inc. | 2,142 | $302.4K | 0.02% | +333+18.4% | Added |
| Front Row Advisors LLC | 2,133 | $301.1K | 0.10% | −2−0.1% | Reduced |
| Sentry Investment Management LLC | 2,123 | $300.0K | 0.13% | −435−17.0% | Reduced |
| Sage Mountain Advisors LLC | 2,120 | $299.3K | 0.03% | +352+19.9% | Added |
| Orleans Capital Management Corp | 2,117 | $298.9K | 0.19% | −170−7.4% | Reduced |
| Lantern Wealth Advisors, LLC | 2,107 | $297.4K | 0.22% | −22−1.0% | Reduced |
| Thomasville National Bank | 2,104 | $297.0K | 0.02% | −33−1.5% | Reduced |
| Mosaic Financial Group, LLC | 2,101 | $297.0K | 0.21% | +847+67.5% | Added |
| Aquatic Capital Management LLC | 2,100 | $296.5K | 0.01% | −2,300−52.3% | Reduced |