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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 1,740 | $245.6K | 0.01% | +2+0.1% | Added |
| MidWestOne Financial Group, Inc. | 1,738 | $245.4K | 0.04% | +11+0.6% | Added |
| Hexagon Capital Partners LLC | 1,734 | $244.7K | 0.05% | −129−6.9% | Reduced |
| Patton Albertson Miller Group, LLC | 1,733 | $244.6K | 0.03% | +76+4.6% | Added |
| Ami Investment Management Inc | 1,729 | $244.1K | 0.09% | −72−4.0% | Reduced |
| NovaPoint Capital, LLC | 1,726 | $243.7K | 0.08% | −5−0.3% | Reduced |
| Clarity Financial LLC | 1,723 | $243.2K | 0.04% | +23+1.4% | Added |
| Breakwater Capital Group | 1,715 | $242.1K | 0.05% | +91+5.6% | Added |
| Secured Retirement Advisors, LLC | 1,714 | $242.0K | 0.19% | +67+4.1% | Added |
| Beirne Wealth Consulting Services, LLC | 1,700 | $240.0K | 0.10% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,698 | $239.7K | 0.12% | −49−2.8% | Reduced |
| Per Stirling Capital Management, LLC. | 1,697 | $239.5K | 0.04% | −149−8.1% | Reduced |
| Wealthspan Partners, LLC | 1,696 | $239.4K | 0.13% | +15+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 1,695 | $239.3K | 0.06% | +66+4.1% | Added |
| Reuter James Wealth Management, LLC | 1,688 | $238.3K | 0.18% | +2+0.1% | Added |
| Sageworth Trust Co | 1,682 | $237.4K | 0.01% | +1,682 | New |
| Centaurus Financial, Inc. | 1,671 | $236.0K | 0.02% | −13−0.8% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $235.6K | 0.06% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,666 | $235.2K | 0.01% | −1,573−48.6% | Reduced |
| Cullen Investment Group, Ltd. | 1,666 | $235.2K | 0.04% | +6+0.4% | Added |
| Greenwood Gearhart Inc | 1,665 | $235.0K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,658 | $234.1K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,660 | $234.0K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,651 | $233.0K | 0.12% | −144−8.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $233.0K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 1,650 | $232.9K | 0.07% | +132+8.7% | Added |
| Murphy Pohlad Asset Management LLC | 1,650 | $232.9K | 0.10% | −62−3.6% | Reduced |
| Green Harvest Asset Management LLC | 1,649 | $232.8K | 0.01% | +1,649 | New |
| Advisory Alpha, LLC | 1,648 | $232.7K | 0.01% | +76+4.8% | Added |
| Berkshire Asset Management LLC | 1,644 | $232.1K | 0.01% | +196+13.5% | Added |
| Farmers Trust Co | 1,643 | $231.9K | 0.05% | −24−1.4% | Reduced |
| Schrum Private Wealth Management LLC | 1,642 | $231.8K | 0.21% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,642 | $231.8K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,640 | $231.5K | 0.07% | +82+5.3% | Added |
| Biltmore Family Office, LLC | 1,639 | $231.4K | 0.04% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,638 | $231.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,637 | $231.1K | 0.05% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,628 | $229.8K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,628 | $229.8K | 0.14% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,627 | $229.6K | 0.11% | +1+0.1% | Added |
| Modern Wealth Management, LLC | 1,626 | $229.5K | 0.02% | +1,626 | New |
| Morningstar Investment Services LLC | 1,638 | $228.0K | 0.00% | +4+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 1,609 | $227.1K | 0.01% | −270−14.4% | Reduced |
| Forte Capital LLC | 1,608 | $227.0K | 0.03% | +2+0.1% | Added |
| CRA Financial Services, LLC | 1,608 | $227.0K | 0.05% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,608 | $226.9K | 0.03% | −105−6.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,606 | $226.7K | 0.00% | −499−23.7% | Reduced |
| SFMG, LLC | 1,605 | $226.6K | 0.02% | +184+12.9% | Added |
| Nemes Rush Group LLC | 1,599 | $225.7K | 0.03% | −255−13.8% | Reduced |
| Leonteq Securities AG | 1,590 | $224.5K | 0.03% | +1,590 | New |
| ABLE Financial Group, LLC | 1,586 | $224.0K | 0.08% | −165−9.4% | Reduced |
| CWS Financial Advisors, LLC | 1,583 | $223.5K | 0.09% | +1,583 | New |
| Wetzel Investment Advisors, Inc. | 1,364 | $222.8K | 0.13% | −98−6.7% | Reduced |
| Eagle Ridge Investment Management | 1,577 | $222.6K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,574 | $222.2K | 0.00% | −2−0.1% | Reduced |
| SlateStone Wealth, LLC | 1,570 | $222.0K | 0.02% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,571 | $221.8K | 0.14% | +1,571 | New |
| Paulson Wealth Management Inc. | 1,564 | $220.8K | 0.06% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,561 | $220.4K | 0.10% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,561 | $220.4K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,657 | $220.1K | 0.01% | +71+4.5% | Added |
| Coastline Trust Co | 1,559 | $220.1K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,553 | $219.2K | 0.02% | −16−1.0% | Reduced |
| Smithfield Trust Co | 1,554 | $218.0K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,541 | $217.6K | 0.08% | −7−0.5% | Reduced |
| JJJ Advisors Inc. | 1,533 | $216.4K | 0.05% | −27−1.7% | Reduced |
| 180 Wealth Advisors, LLC | 1,577 | $216.0K | 0.04% | −406−20.5% | Reduced |
| Loudon Investment Management, LLC | 1,527 | $215.6K | 0.13% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,526 | $215.5K | 0.01% | −56−3.5% | Reduced |
| Liberty Wealth Management LLC | 1,515 | $214.0K | 0.04% | −373−19.8% | Reduced |
| West Family Investments, Inc. | 1,515 | $213.9K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,514 | $213.7K | 0.05% | +74+5.1% | Added |
| LMG Wealth Partners, LLC | 1,511 | $213.3K | 0.05% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,508 | $212.9K | 0.03% | +1,508 | New |
| Smartleaf Asset Management LLC | 1,526 | $212.8K | 0.03% | +402+35.8% | Added |
| apricus wealth, LLC | 1,500 | $211.8K | 0.15% | −550−26.8% | Reduced |
| Staley Capital Advisers Inc | 1,500 | $211.8K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,500 | $211.8K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,500 | $211.8K | 0.04% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 1,497 | $211.3K | 0.07% | 00.0% | Unchanged |
| McAdam, LLC | 1,495 | $211.1K | 0.01% | +20+1.4% | Added |
| Donaldson Capital Management, LLC | 1,493 | $210.8K | 0.01% | −304−16.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $207.8K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,471 | $207.7K | 0.05% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,467 | $207.1K | 0.10% | −1−0.1% | Reduced |
| Financial Security Advisor, Inc. | 1,464 | $206.7K | 0.07% | −51−3.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,459 | $206.0K | 0.00% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 1,459 | $206.0K | 0.14% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,459 | $205.9K | 0.02% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,457 | $205.7K | 0.17% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,518 | $205.6K | 0.04% | +60+4.1% | Added |
| Threadgill Financial, LLC | 1,452 | $204.9K | 0.10% | −50−3.3% | Reduced |
| LS Investment Advisors, LLC | 1,445 | $204.0K | 0.03% | 00.0% | Unchanged |
| Embree Financial Group | 1,444 | $203.8K | 0.04% | +11+0.8% | Added |
| Five Oceans Advisors | 1,441 | $203.4K | 0.11% | −76−5.0% | Reduced |
| Greytown Advisors Inc. | 1,437 | $202.9K | 0.12% | −538−27.2% | Reduced |
| Tritonpoint Wealth, LLC | 1,437 | $202.9K | 0.02% | −324−18.4% | Reduced |
| HTLF Bank | 1,432 | $202.2K | 0.02% | −34−2.3% | Reduced |
| Little House Capital LLC | 1,430 | $201.9K | 0.06% | −246−14.7% | Reduced |
| Mma Asset Management LLC | 1,430 | $201.9K | 0.09% | −46−3.1% | Reduced |