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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 93,518 | $13.2M | 0.05% | −1,388−1.5% | Reduced |
| Adell Harriman & Carpenter Inc | 93,428 | $13.2M | 1.02% | +3,042+3.4% | Added |
| Kestra Private Wealth Services, LLC | 93,376 | $13.2M | 0.26% | −1,953−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,121 | $13.1M | 0.09% | −1,277−1.4% | Reduced |
| CCM Investment Advisers LLC | 90,725 | $12.8M | 1.50% | +9,439+11.6% | Added |
| Illinois Municipal Retirement Fund | 90,695 | $12.8M | 0.19% | −17,083−15.9% | Reduced |
| Thrivent Financial for Lutherans | 90,173 | $12.7M | 0.03% | −4,625−4.9% | Reduced |
| Mattern Capital Management, LLC | 89,244 | $12.6M | 1.74% | −1,024−1.1% | Reduced |
| Macquarie Group Ltd | 88,662 | $12.5M | 0.01% | +1,485+1.7% | Added |
| Skba Capital Management LLC | 88,385 | $12.5M | 2.00% | −1,600−1.8% | Reduced |
| IFM Investors Pty Ltd | 87,664 | $12.4M | 0.13% | −1,277−1.4% | Reduced |
| Kestra Advisory Services, LLC | 90,647 | $12.3M | 0.07% | +19,082+26.7% | Added |
| Amalgamated Bank | 85,916 | $12.1M | 0.10% | −4,104−4.6% | Reduced |
| CIBC World Markets Corp | 85,622 | $12.1M | 0.08% | −10,264−10.7% | Reduced |
| Navellier & Associates Inc | 85,267 | $12.0M | 1.41% | +2,308+2.8% | Added |
| Federated Hermes, Inc. | 85,219 | $12.0M | 0.03% | +32,623+62.0% | Added |
| ProShare Advisors LLC | 84,461 | $11.9M | 0.03% | +11,374+15.6% | Added |
| QRG Capital Management, Inc. | 83,805 | $11.8M | 0.14% | +29,503+54.3% | Added |
| Heritage Investors Management Corp | 82,456 | $11.6M | 0.41% | −688−0.8% | Reduced |
| Eldred Rock Partners, LLC | 82,256 | $11.6M | 4.85% | +3,347+4.2% | Added |
| British Columbia Investment Management Corp | 81,954 | $11.6M | 0.07% | +29,260+55.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,719 | $11.5M | 0.04% | +3,390+4.3% | Added |
| Czech National Bank | 80,789 | $11.4M | 0.13% | +5,130+6.8% | Added |
| Guggenheim Capital LLC | 80,773 | $11.4M | 0.08% | −5,183−6.0% | Reduced |
| Cambria Investment Management, L.P. | 79,936 | $11.3M | 0.69% | +1,869+2.4% | Added |
| Advisors Asset Management, Inc. | 79,353 | $11.2M | 0.22% | −11,450−12.6% | Reduced |
| WSFS Capital Management, LLC | 78,804 | $11.1M | 0.61% | −153−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 78,681 | $11.1M | 0.08% | +34,258+77.1% | Added |
| Nkcfo LLC | 77,500 | $10.9M | 5.97% | 00.0% | Unchanged |
| Martingale Asset Management L P | 77,054 | $10.9M | 0.24% | −33,480−30.3% | Reduced |
| Advisory Services Network, LLC | 76,362 | $10.8M | 0.22% | −874−1.1% | Reduced |
| Marco Investment Management LLC | 76,120 | $10.7M | 0.99% | +959+1.3% | Added |
| D.A. Davidson & Co. | 75,336 | $10.6M | 0.09% | +3,456+4.8% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $10.6M | 0.83% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 74,568 | $10.5M | 0.12% | +960+1.3% | Added |
| Daymark Wealth Partners, LLC | 74,418 | $10.5M | 0.48% | +816+1.1% | Added |
| Public Sector Pension Investment Board | 73,788 | $10.4M | 0.07% | +2,283+3.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 73,716 | $10.4M | 0.04% | −7,422−9.1% | Reduced |
| Venture Visionary Partners LLC | 73,072 | $10.3M | 0.48% | +2,999+4.3% | Added |
| Simmons Bank | 73,053 | $10.3M | 0.78% | −529−0.7% | Reduced |
| Calamos Advisors LLC | 72,889 | $10.3M | 0.05% | −2,661−3.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,226 | $10.2M | 0.03% | +13,418+22.8% | Added |
| Bank of Nova Scotia | 71,775 | $10.1M | 0.02% | +11,243+18.6% | Added |
| Fort Point Capital Partners LLC | 71,609 | $10.1M | 1.30% | −50.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $10.1M | 0.13% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 70,540 | $9.96M | 0.19% | −12,472−15.0% | Reduced |
| Utah Retirement Systems | 69,867 | $9.86M | 0.12% | −6,400−8.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 68,473 | $9.65M | 0.42% | +63,730+1,343.7% | Added |
| CIBC Asset Management Inc | 67,687 | $9.56M | 0.03% | −5,773−7.9% | Reduced |
| Alaska Permanent Fund Corp | 65,636 | $9.55M | 0.14% | −12,410−15.9% | Reduced |
| Osborne Partners Capital Management, LLC | 65,991 | $9.32M | 0.56% | −1,576−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 65,963 | $9.31M | 0.10% | −5,109−7.2% | Reduced |
| Foundation Resource Management Inc | 65,662 | $9.27M | 1.48% | −550−0.8% | Reduced |
| RPG Investment Advisory, LLC | 65,379 | $9.23M | 1.36% | +437+0.7% | Added |
| Verity & Verity, LLC | 65,125 | $9.19M | 1.00% | +2,027+3.2% | Added |
| Morgan Dempsey Capital Management LLC | 64,997 | $9.18M | 3.06% | −15,976−19.7% | Reduced |
| Bryn Mawr Trust Co | 64,977 | $9.17M | 0.35% | 00.0% | Unchanged |
| Cypress Capital Group | 64,703 | $9.13M | 1.09% | −215−0.3% | Reduced |
| Pathstone Holdings, LLC | 63,212 | $8.92M | 0.04% | +9,726+18.2% | Added |
| Yousif Capital Management, LLC | 62,869 | $8.88M | 0.10% | −2,559−3.9% | Reduced |
| First American Trust, FSB | 62,491 | $8.82M | 0.88% | +2,930+4.9% | Added |
| CIBC Private Wealth Group, LLC | 64,553 | $8.78M | 0.02% | −661−1.0% | Reduced |
| Congress Wealth Management LLC | 61,650 | $8.70M | 0.14% | −5,108−7.7% | Reduced |
| DT Investment Partners, LLC | 60,904 | $8.60M | 0.76% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 60,857 | $8.59M | 0.56% | +1,592+2.7% | Added |
| Cerity Partners LLC | 60,575 | $8.55M | 0.02% | −12,720−17.4% | Reduced |
| Steel Peak Wealth Management LLC | 59,510 | $8.40M | 0.40% | +56,284+1,744.7% | Added |
| Xponance, Inc. | 58,652 | $8.28M | 0.08% | −2,474−4.0% | Reduced |
| New York Life Investment Management LLC | 58,346 | $8.24M | 0.08% | −503−0.9% | Reduced |
| Leavell Investment Management, Inc. | 57,715 | $8.15M | 0.45% | +3,100+5.7% | Added |
| Brown Advisory Inc | 57,623 | $8.13M | 0.01% | +1,706+3.1% | Added |
| AMJ Financial Wealth Management | 57,176 | $8.07M | 2.51% | −176−0.3% | Reduced |
| AXA S.A. | 56,263 | $7.94M | 0.02% | −19,317−25.6% | Reduced |
| Advisors Capital Management, LLC | 56,149 | $7.93M | 0.14% | +625+1.1% | Added |
| Cresset Asset Management, LLC | 55,893 | $7.89M | 0.03% | +8,354+17.6% | Added |
| Daiwa Securities Group Inc. | 55,025 | $7.77M | 0.04% | +2,689+5.1% | Added |
| Commerce Bank | 54,679 | $7.72M | 0.05% | −731−1.3% | Reduced |
| FIL Ltd | 54,403 | $7.68M | 0.01% | +7,262+15.4% | Added |
| Brick & Kyle, Associates | 54,160 | $7.65M | 3.16% | +1,598+3.0% | Added |
| Mutual of America Capital Management LLC | 53,465 | $7.55M | 0.08% | −2,912−5.2% | Reduced |
| Kornitzer Capital Management Inc | 52,025 | $7.34M | 0.14% | −425−0.8% | Reduced |
| Alley Investment Management Company, LLC | 51,995 | $7.34M | 1.00% | −9,114−14.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 51,738 | $7.30M | 1.58% | +1,530+3.0% | Added |
| Disciplined Investments, LLC | 51,678 | $7.30M | 3.88% | −20.0% | Reduced |
| Nissay Asset Management Corp | 51,564 | $7.28M | 0.05% | −101−0.2% | Reduced |
| Wealthfront Advisers LLC | 51,018 | $7.20M | 0.02% | +3,631+7.7% | Added |
| Park Avenue Securities LLC | 50,725 | $7.16M | 0.09% | −2,573−4.8% | Reduced |
| Wesbanco Bank Inc | 50,664 | $7.15M | 0.27% | −876−1.7% | Reduced |
| RBF Capital, LLC | 50,000 | $7.06M | 0.41% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 50,000 | $7.06M | 0.49% | +50,000 | New |
| NewSquare Capital LLC | 50,434 | $7.03M | 0.60% | +2,736+5.7% | Added |
| Salem Investment Counselors Inc | 49,747 | $7.02M | 0.23% | −425−0.8% | Reduced |
| Janus Henderson Group PLC | 49,650 | $7.01M | 0.00% | −14,678−22.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,860 | $6.90M | 0.02% | +48,860 | New |
| Beacon Pointe Advisors, LLC | 48,561 | $6.86M | 0.08% | −3,598−6.9% | Reduced |
| Scissortail Wealth Management, LLC | 48,363 | $6.83M | 1.74% | +505+1.1% | Added |
| Buck Wealth Strategies, LLC | 48,363 | $6.83M | 2.02% | +48,363 | New |
| Man Group plc | 48,080 | $6.79M | 0.02% | −20,842−30.2% | Reduced |
| Rodgers Brothers Inc. | 48,013 | $6.78M | 0.92% | +25+0.1% | Added |
| Kesler, Norman & Wride, LLC | 47,707 | $6.73M | 1.43% | −1,925−3.9% | Reduced |