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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −23,922−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23,276−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −22,152−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,018−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −21,743−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −17,342−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −16,887−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −16,788−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −15,726−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,324−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −9,241−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −8,429−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,855−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −6,952−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −6,590−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,630−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Spreng Capital Management, Inc. | 0 | $0 | 0.00% | −6,865−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −3,158−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −3,155−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Zega Financial, LLC | 0 | $0 | 0.00% | −2,906−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| Community Bank of Raymore | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Investment Advisory Services Inc | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| LifePlan Financial, LLC | 0 | $0 | 0.00% | −1,879−100.0% | Sold out |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Spring Capital Management, LLC | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Cascade Investment Group, Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,515−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Papp L Roy & Associates | 0 | $0 | 0.00% | −1,433−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Hutchinson Capital Management | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| LPWM LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Carson Advisory Inc. | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |