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
- 1,786
- −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
- 696 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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 1,428 | $201.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,425 | $201.2K | 0.10% | −15−1.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,425 | $201.2K | 0.12% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,422 | $200.8K | 0.00% | −2,399−62.8% | Reduced |
| Aldebaran Financial Inc. | 1,420 | $200.5K | 0.28% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,413 | $199.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,403 | $198.1K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,400 | $197.6K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,396 | $197.1K | 0.12% | +1,396 | New |
| ORG Partners LLC | 1,378 | $194.3K | 0.02% | +1,378 | New |
| Tiemann Investment Advisors, LLC | 1,375 | $194.1K | 0.09% | −255−15.6% | Reduced |
| Addison Advisors LLC | 1,368 | $193.1K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,364 | $193.0K | 0.03% | +100+7.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $191.0K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,334 | $188.3K | 0.01% | −30,543−95.8% | Reduced |
| Tradewinds Capital Management, LLC | 1,323 | $186.7K | 0.06% | +1,003+313.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,312 | $185.2K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,306 | $184.4K | 0.02% | +307+30.7% | Added |
| General Partner, Inc. | 1,303 | $183.9K | 0.12% | +2+0.2% | Added |
| Carolinas Wealth Consulting LLC | 1,297 | $183.1K | 0.04% | −1−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,292 | $182.4K | 0.03% | −600−31.7% | Reduced |
| Godsey & Gibb Associates | 1,283 | $181.1K | 0.02% | +583+83.3% | Added |
| Security National Bank | 1,278 | $180.4K | 0.03% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,266 | $178.7K | 0.12% | +1,237+4,265.5% | Added |
| Jamison Private Wealth Management, Inc. | 1,262 | $178.2K | 0.03% | +1+0.1% | Added |
| Sittner & Nelson, LLC | 1,249 | $176.4K | 0.09% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,244 | $175.6K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,243 | $175.5K | 0.04% | +1+0.1% | Added |
| LRI Investments, LLC | 1,231 | $173.8K | 0.02% | +1,145+1,331.4% | Added |
| Oakworth Capital, Inc. | 1,216 | $171.7K | 0.01% | +420+52.8% | Added |
| Trust Co | 1,208 | $170.5K | 0.02% | −2,403−66.5% | Reduced |
| Centennial Bank | 1,206 | $170.3K | 0.08% | +12+1.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $169.4K | 0.05% | −31,400−96.3% | Reduced |
| ICA Group Wealth Management, LLC | 1,195 | $168.7K | 0.10% | −560−31.9% | Reduced |
| Peoples Bank | 1,187 | $167.6K | 0.13% | −42−3.4% | Reduced |
| Gen-Wealth Partners Inc | 1,182 | $166.9K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,180 | $166.6K | 0.01% | +148+14.3% | Added |
| Hantz Financial Services, Inc. | 1,176 | $166.0K | 0.00% | +152+14.8% | Added |
| McIlrath & Eck, LLC | 1,164 | $164.3K | 0.02% | +67+6.1% | Added |
| Grove Bank & Trust | 1,161 | $163.9K | 0.03% | −15−1.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,149 | $163.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,121 | $158.2K | 0.01% | +8+0.7% | Added |
| Riverview Trust Co | 1,119 | $158.0K | 0.15% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,102 | $156.0K | 0.02% | +332+43.1% | Added |
| Valley National Advisers Inc | 1,105 | $155.0K | 0.02% | +176+18.9% | Added |
| PFG Private Wealth Management, LLC | 1,097 | $154.9K | 0.09% | +30+2.8% | Added |
| Register Financial Advisors LLC | 1,082 | $152.7K | 0.08% | +3+0.3% | Added |
| Independence Bank of Kentucky | 1,071 | $151.2K | 0.04% | +270+33.7% | Added |
| Continuum Advisory, LLC | 1,067 | $150.6K | 0.02% | −2−0.2% | Reduced |
| City State Bank | 1,027 | $145.0K | 0.06% | +50+5.1% | Added |
| Archer Investment Corp | 1,006 | $142.0K | 0.04% | +480+91.3% | Added |
| Mechanics Financial Corp | 1,000 | $141.2K | 0.07% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,053 | $140.2K | 0.10% | −14−1.3% | Reduced |
| Global Trust Asset Management, LLC | 964 | $136.1K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $135.5K | 0.08% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 900 | $127.1K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 866 | $122.3K | 0.02% | −21−2.4% | Reduced |
| Garde Capital, Inc. | 856 | $121.0K | 0.01% | +1+0.1% | Added |
| Gradient Investments LLC | 857 | $120.9K | 0.00% | +8+0.9% | Added |
| Evermay Wealth Management LLC | 850 | $120.0K | 0.02% | −50−5.6% | Reduced |
| Western Pacific Wealth Management, LP | 845 | $119.3K | 0.09% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 845 | $119.3K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $118.3K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 783 | $110.6K | 0.00% | +10+1.3% | Added |
| WR Wealth Planners, LLC | 766 | $108.1K | 0.03% | +51+7.1% | Added |
| MV Capital Management, Inc. | 762 | $107.6K | 0.01% | −75−9.0% | Reduced |
| Glen Eagle Advisors, LLC | 757 | $106.9K | 0.02% | +497+191.2% | Added |
| Gleason Group, Inc. | 740 | $104.5K | 0.02% | +6+0.8% | Added |
| Criterion Capital Advisors, LLC | 735 | $103.8K | 0.07% | 00.0% | Unchanged |
| Motco | 726 | $102.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 717 | $101.2K | 0.03% | −44−5.8% | Reduced |
| Avion Wealth | 705 | $99.0K | 0.03% | −87−11.0% | Reduced |
| RFP Financial Group LLC | 697 | $98.4K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 691 | $97.5K | 0.06% | +200+40.7% | Added |
| JFS Wealth Advisors, LLC | 690 | $97.4K | 0.01% | −83−10.7% | Reduced |
| Miller Wealth Advisors, LLC | 684 | $96.5K | 0.05% | +4+0.6% | Added |
| Toth Financial Advisory Corp | 682 | $96.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 681 | $96.1K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 673 | $94.9K | 0.01% | −166−19.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $93.8K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 656 | $92.6K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 644 | $90.9K | 0.01% | −13−2.0% | Reduced |
| Kelly Financial Services LLC | 637 | $90.0K | 0.03% | +115+22.0% | Added |
| Tyler-Stone Wealth Management | 632 | $89.3K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $88.2K | 0.01% | +625 | New |
| Main Street Group, LTD | 624 | $87.9K | 0.04% | +1+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 621 | $87.7K | 0.04% | 00.0% | Unchanged |
| Advantage Trust Co | 618 | $87.2K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 615 | $86.8K | 0.00% | +282+84.7% | Added |
| Basso Capital Management, L.P. | 612 | $86.4K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 609 | $86.0K | 0.05% | +3+0.5% | Added |
| Spotlight Asset Group, Inc. | 605 | $85.4K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 604 | $85.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 593 | $83.7K | 0.05% | +5+0.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 573 | $80.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 561 | $79.2K | 0.02% | −15−2.6% | Reduced |
| Harvest Fund Management Co., Ltd | 554 | $78.0K | 0.01% | −5,282−90.5% | Reduced |
| Partnership Wealth Management, LLC | 550 | $77.6K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 548 | $77.3K | 0.01% | +13+2.4% | Added |
| Tower View Investment Management & Research LLC | 535 | $75.5K | 0.04% | +4+0.8% | Added |