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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 526 | $74.0K | 0.00% | −35−6.2% | Reduced |
| DecisionPoint Financial, LLC | 500 | $72.7K | 0.02% | −93−15.7% | Reduced |
| Acima Private Wealth, LLC | 500 | $70.6K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $70.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 495 | $69.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 485 | $68.5K | 0.01% | −24−4.7% | Reduced |
| Pin Oak Investment Advisors Inc | 485 | $68.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 479 | $67.0K | 0.02% | +354+283.2% | Added |
| Dynamic Wealth Strategies, LLC | 463 | $65.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital, LLC | 450 | $63.5K | 0.02% | +450 | New |
| Covestor Ltd | 410 | $58.0K | 0.04% | −12−2.8% | Reduced |
| FinTrust Capital Advisors, LLC | 404 | $57.1K | 0.01% | +13+3.3% | Added |
| Legend Financial Advisors, Inc. | 399 | $56.3K | 0.04% | −52−11.5% | Reduced |
| Sound Income Strategies, LLC | 397 | $56.1K | 0.00% | −108−21.4% | Reduced |
| Sofos Investments, Inc. | 397 | $56.0K | 0.01% | −438−52.5% | Reduced |
| Tacita Capital Inc | 391 | $55.2K | 0.04% | +391 | New |
| Tortoise Investment Management, LLC | 386 | $54.5K | 0.01% | +4+1.0% | Added |
| PrairieView Partners, LLC | 383 | $54.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $54.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 379 | $53.5K | 0.00% | +186+96.4% | Added |
| Private Wealth Management Group, LLC | 361 | $51.0K | 0.02% | +56+18.4% | Added |
| EnRich Financial Partners LLC | 360 | $50.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $50.8K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 349 | $50.7K | 0.02% | +349 | New |
| Rogco, LP | 350 | $49.4K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $49.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 346 | $48.8K | 0.02% | −120−25.8% | Reduced |
| Rational Advisors LLC | 339 | $47.9K | 0.00% | −16−4.5% | Reduced |
| Bell Investment Advisors, Inc | 329 | $46.4K | 0.01% | +27+8.9% | Added |
| CBIZ Investment Advisory Services, LLC | 320 | $45.2K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 319 | $45.0K | 0.04% | +319 | New |
| New England Capital Financial Advisors LLC | 318 | $44.8K | 0.03% | +2+0.6% | Added |
| Private Ocean, LLC | 315 | $44.5K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 311 | $43.9K | 0.02% | +311 | New |
| Hoese & Co LLP | 302 | $42.9K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 304 | $42.9K | 0.01% | +7+2.4% | Added |
| Rocky Mountain Advisers, LLC | 299 | $42.2K | 0.01% | −39−11.5% | Reduced |
| Caitlin John, LLC | 299 | $42.1K | 0.03% | −2,107−87.6% | Reduced |
| Centerpoint Advisors, LLC | 300 | $42.0K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 283 | $40.0K | 0.03% | +283 | New |
| Stephenson National Bank & Trust | 276 | $39.0K | 0.01% | +276 | New |
| Brown, Lisle/Cummings, Inc. | 275 | $38.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $38.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 274 | $38.7K | 0.02% | +274 | New |
| Kings Path Partners LLC | 272 | $38.4K | 0.02% | +272 | New |
| TSFG, LLC | 270 | $38.0K | 0.01% | +45+20.0% | Added |
| Fortitude Family Office, LLC | 265 | $37.4K | 0.02% | +91+52.3% | Added |
| Pacifica Partners Inc. | 265 | $37.2K | 0.02% | −44−14.2% | Reduced |
| Coston, McIsaac & Partners | 265 | $37.0K | 0.01% | +65+32.5% | Added |
| CNB Bank | 257 | $36.3K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 256 | $36.1K | 0.01% | −7−2.7% | Reduced |
| Atlantic Trust, LLC | 250 | $35.3K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $35.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 250 | $35.3K | 0.02% | +2+0.8% | Added |
| Opal Wealth Advisors, LLC | 242 | $34.2K | 0.01% | +242 | New |
| Core Alternative Capital | 236 | $33.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 251 | $32.9K | 0.01% | −20−7.4% | Reduced |
| First PREMIER Bank | 217 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 217 | $30.6K | 0.03% | −60−21.7% | Reduced |
| Bank & Trust Co | 217 | $30.6K | 0.03% | +217 | New |
| Founders Capital Management | 215 | $30.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $30.3K | 0.01% | −17−7.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 212 | $29.9K | 0.01% | +1+0.5% | Added |
| Coppell Advisory Solutions LLC | 211 | $29.8K | 0.00% | +211 | New |
| Webster Bank, N. A. | 209 | $29.5K | 0.00% | −16−7.1% | Reduced |
| Morton Brown Family Wealth, LLC | 209 | $28.8K | 0.01% | −7−3.2% | Reduced |
| First United Bank Trust | 200 | $28.2K | 0.01% | −35−14.9% | Reduced |
| Hoey Investments, Inc | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 199 | $28.1K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 196 | $27.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 192 | $27.1K | 0.01% | +192 | New |
| Ruedi Wealth Management, Inc. | 190 | $26.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $26.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 181 | $25.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 179 | $25.0K | 0.00% | +22+14.0% | Added |
| Operose Advisors LLC | 176 | $24.8K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $24.7K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 174 | $24.6K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $24.1K | 0.02% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $24.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 165 | $23.3K | 0.00% | +1+0.6% | Added |
| Legacy Bridge, LLC | 161 | $22.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 160 | $22.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 160 | $22.5K | 0.01% | −4−2.4% | Reduced |
| Wolff Wiese Magana LLC | 159 | $22.4K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 150 | $21.2K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 150 | $21.2K | 0.01% | +150 | New |
| Horizon Bancorp Inc | 144 | $20.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 142 | $19.8K | 0.02% | +142 | New |
| Clear Investment Research, LLC | 139 | $19.6K | 0.03% | +1+0.7% | Added |
| Northwest Bank & Trust Co | 138 | $19.5K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 137 | $19.3K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $18.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 132 | $18.6K | 0.00% | −549−80.6% | Reduced |
| Strengthening Families & Communities, LLC | 131 | $18.0K | 0.01% | +131 | New |
| Sachetta, LLC | 120 | $17.7K | 0.01% | +50+71.4% | Added |
| Camelot Portfolios, LLC | 124 | $17.5K | 0.01% | +124 | New |
| Valued Wealth Advisors LLC | 122 | $17.2K | 0.01% | +29+31.2% | Added |