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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 2,091 | $295.1K | 0.00% | +130+6.6% | Added |
| Pettyjohn, Wood & White, Inc | 2,089 | $294.9K | 0.06% | −24−1.1% | Reduced |
| Chiron Capital Management, LLC | 2,089 | $294.9K | 0.28% | −100−4.6% | Reduced |
| Rehmann Capital Advisory Group | 2,082 | $294.0K | 0.02% | +595+40.0% | Added |
| Asset Advisors Investment Management, LLC | 2,082 | $293.9K | 0.03% | +2,082 | New |
| Alan B. Lancz & Associates, Inc. | 2,082 | $293.9K | 0.29% | +2,082 | New |
| Defender Capital, LLC. | 2,073 | $292.6K | 0.10% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,072 | $292.5K | 0.04% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,060 | $290.8K | 0.18% | 00.0% | Unchanged |
| United Community Bank | 2,060 | $290.8K | 0.12% | −192−8.5% | Reduced |
| WealthBridge Capital Management, LLC | 2,057 | $290.4K | 0.10% | +65+3.3% | Added |
| Werba Rubin Papier Wealth Management | 2,054 | $290.0K | 0.08% | +383+22.9% | Added |
| Shufro Rose & Co LLC | 2,049 | $289.3K | 0.02% | −150−6.8% | Reduced |
| Eagle Global Advisors LLC | 2,041 | $288.1K | 0.02% | 00.0% | Unchanged |
| Sentry LLC | 2,039 | $287.8K | 0.05% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,036 | $287.4K | 0.03% | +3+0.1% | Added |
| Cabot Wealth Management Inc | 2,035 | $287.3K | 0.04% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,030 | $286.6K | 0.01% | −1,555−43.4% | Reduced |
| North Star Asset Management Inc | 2,027 | $286.2K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 2,027 | $286.1K | 0.15% | +2,027 | New |
| Quent Capital, LLC | 2,027 | $286.1K | 0.03% | +28+1.4% | Added |
| Asset Dedication, LLC | 2,022 | $285.5K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,017 | $284.7K | 0.05% | +501+33.0% | Added |
| Diversify Advisory Services, LLC | 2,128 | $282.6K | 0.02% | +2,128 | New |
| TD Capital Management LLC | 2,000 | $282.4K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $282.3K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,000 | $282.3K | 0.24% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,996 | $282.0K | 0.03% | −38−1.9% | Reduced |
| LM Advisors LLC | 2,000 | $282.0K | 0.00% | −7−0.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,996 | $281.8K | 0.04% | +36+1.8% | Added |
| Choate Investment Advisors | 1,994 | $281.5K | 0.01% | −9−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,994 | $281.5K | 0.03% | −4−0.2% | Reduced |
| SPC Financial, Inc. | 1,992 | $281.2K | 0.03% | +50+2.6% | Added |
| Tarbox Family Office, Inc. | 1,991 | $281.1K | 0.05% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $280.9K | 0.06% | −10−0.5% | Reduced |
| Zions Bancorporation, N.A. | 1,984 | $280.1K | 0.02% | −1,255−38.7% | Reduced |
| Vestor Capital, LLC | 1,986 | $280.0K | 0.02% | +75+3.9% | Added |
| X-Square Capital, LLC | 1,980 | $280.0K | 0.13% | +24+1.2% | Added |
| Sutton Place Investors LLC | 1,978 | $279.2K | 0.19% | −4,303−68.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $279.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,969 | $278.0K | 0.11% | −5−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,958 | $276.4K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,957 | $276.3K | 0.16% | +5+0.3% | Added |
| HHM Wealth Advisors, LLC | 1,956 | $276.1K | 0.04% | +497+34.1% | Added |
| Bath Savings Trust Co | 1,948 | $275.0K | 0.03% | −16−0.8% | Reduced |
| Pallas Capital Advisors LLC | 1,995 | $274.7K | 0.01% | −68−3.3% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $274.6K | 0.10% | +1,500+337.1% | Added |
| Claro Advisors LLC | 1,931 | $272.7K | 0.04% | +193+11.1% | Added |
| Trillium Asset Management, LLC | 1,930 | $272.0K | 0.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,922 | $271.3K | 0.22% | +1+0.1% | Added |
| Baldwin Brothers Inc | 1,918 | $270.8K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,916 | $270.5K | 0.02% | −12−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,914 | $270.1K | 0.11% | +9+0.5% | Added |
| Diversified, LLC | 1,912 | $269.9K | 0.03% | +108+6.0% | Added |
| Contravisory Investment Management, Inc. | 1,906 | $269.1K | 0.06% | +242+14.5% | Added |
| Bullock Wealth Management Group | 1,909 | $269.0K | 0.18% | −241−11.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,902 | $268.5K | 0.14% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,901 | $268.4K | 0.04% | −63−3.2% | Reduced |
| LVW Advisors, LLC | 1,899 | $268.1K | 0.04% | −9−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 1,893 | $267.3K | 0.04% | −128−6.3% | Reduced |
| Bank of New Hampshire | 1,892 | $267.1K | 0.07% | +150+8.6% | Added |
| Tranquility Partners, LLC | 1,891 | $267.0K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,887 | $266.0K | 0.01% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,879 | $265.3K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 1,878 | $265.0K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,872 | $264.3K | 0.05% | +1+0.1% | Added |
| Sandy Cove Advisors, LLC | 1,872 | $264.3K | 0.12% | +2+0.1% | Added |
| Keating Investment Counselors Inc | 1,870 | $264.0K | 0.08% | −745−28.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,857 | $262.2K | 0.07% | +1+0.1% | Added |
| Redwood Wealth Management Group, LLC | 1,847 | $260.8K | 0.20% | −18−1.0% | Reduced |
| St Germain D J Co Inc | 1,845 | $260.5K | 0.01% | −40−2.1% | Reduced |
| GYL Financial Synergies, LLC | 1,843 | $260.2K | 0.02% | −20−1.1% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $258.6K | 0.08% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,827 | $257.9K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 1,824 | $257.5K | 0.02% | −282−13.4% | Reduced |
| EPIQ Capital Group, LLC | 1,824 | $257.5K | 0.09% | +15+0.8% | Added |
| Red Door Wealth Management, LLC | 1,813 | $255.9K | 0.05% | −182−9.1% | Reduced |
| Custom Index Systems, LLC | 1,807 | $255.1K | 0.15% | +1,807 | New |
| VeraBank, N.A. | 1,802 | $254.4K | 0.08% | 00.0% | Unchanged |
| First National Corp | 1,801 | $254.2K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,800 | $254.1K | 0.06% | +11+0.6% | Added |
| Pinnacle Family Advisors, LLC | 1,799 | $253.9K | 0.14% | +48+2.7% | Added |
| Avestar Capital, LLC | 1,793 | $253.1K | 0.03% | +59+3.4% | Added |
| Viawealth, LLC | 1,791 | $252.8K | 0.16% | +2+0.1% | Added |
| Ignite Planners, LLC | 1,820 | $251.9K | 0.06% | +2+0.1% | Added |
| NDVR, Inc. | 1,779 | $251.1K | 0.26% | −40−2.2% | Reduced |
| Central Bank & Trust Co | 1,776 | $250.7K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $250.3K | 0.06% | 00.0% | Unchanged |
| American National Bank | 1,773 | $250.3K | 0.03% | +61+3.6% | Added |
| Hourglass Capital, LLC | 1,770 | $249.9K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,769 | $249.7K | 0.02% | +153+9.5% | Added |
| Zullo Investment Group, Inc. | 1,768 | $249.6K | 0.11% | −41−2.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,766 | $249.2K | 0.01% | +1,766 | New |
| Signature Wealth Management Partners, LLC | 1,765 | $249.2K | 0.19% | 00.0% | Unchanged |
| DnB Asset Management AS | 1,764 | $249.0K | 0.00% | +1,764 | New |
| Kelly Lawrence W & Associates Inc | 1,758 | $248.2K | 0.06% | +1,005+133.5% | Added |
| Perennial Investment Advisors, LLC | 1,755 | $247.8K | 0.04% | −447−20.3% | Reduced |
| Leo Wealth, LLC | 1,755 | $247.5K | 0.03% | +123+7.5% | Added |
| Trust Co of Virginia | 1,745 | $246.3K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,506 | $246.0K | 0.11% | 00.0% | Unchanged |