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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 47,565 | $6.71M | 0.86% | +268+0.6% | Added |
| Telos Capital Management, Inc. | 47,446 | $6.70M | 0.74% | +4,402+10.2% | Added |
| Buckingham Capital Management, Inc. | 46,924 | $6.62M | 0.79% | −2,581−5.2% | Reduced |
| Railway Pension Investments Ltd | 46,400 | $6.55M | 0.08% | −16,600−26.3% | Reduced |
| Mirador Capital Partners LP | 46,224 | $6.53M | 1.23% | +1,227+2.7% | Added |
| Royal Fund Management, LLC | 45,564 | $6.49M | 0.87% | −8,285−15.4% | Reduced |
| Stolper Co | 45,584 | $6.43M | 2.27% | +761+1.7% | Added |
| Atlantic Union Bankshares Corp | 44,605 | $6.30M | 0.39% | −797−1.8% | Reduced |
| Wolverine Trading, LLC | 44,447 | $6.27M | 0.10% | +10,545+31.1% | Added |
| Sierra Summit Advisors LLC | 44,356 | $6.26M | 1.55% | +44,356 | New |
| Lido Advisors, LLC | 44,092 | $6.22M | 0.05% | +28,811+188.5% | Added |
| Gotham Asset Management, LLC | 44,049 | $6.22M | 0.08% | +1,856+4.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,842 | $6.19M | 0.07% | +708+1.6% | Added |
| SG Americas Securities, LLC | 43,743 | $6.17M | 0.04% | −100,984−69.8% | Reduced |
| Tower Research Capital LLC (TRC) | 43,605 | $6.16M | 0.10% | +34,378+372.6% | Added |
| Colonial Trust Advisors | 43,137 | $6.09M | 0.58% | +111+0.3% | Added |
| Private Advisor Group, LLC | 43,019 | $6.07M | 0.04% | −2,353−5.2% | Reduced |
| Arkadios Wealth Advisors | 42,583 | $6.01M | 0.41% | −764−1.8% | Reduced |
| King Luther Capital Management Corp | 42,349 | $5.98M | 0.03% | −1,336−3.1% | Reduced |
| Stablepoint Partners, LLC | 42,549 | $5.97M | 1.16% | −6,492−13.2% | Reduced |
| Oppenheimer & Co Inc | 42,063 | $5.94M | 0.09% | −9,995−19.2% | Reduced |
| Jefferies Financial Group Inc. | 41,975 | $5.93M | 0.12% | +34,415+455.2% | Added |
| Nations Financial Group Inc, | 41,951 | $5.92M | 0.48% | +2,033+5.1% | Added |
| Texas Yale Capital Corp. | 41,613 | $5.87M | 0.28% | 00.0% | Unchanged |
| Fiera Capital Corp | 41,530 | $5.86M | 0.02% | +41,530 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 41,368 | $5.84M | 0.10% | +3,566+9.4% | Added |
| Ancora Advisors, LLC | 40,843 | $5.77M | 0.14% | −740−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 40,671 | $5.74M | 0.23% | −4,533−10.0% | Reduced |
| Hamilton Capital Partners Inc. | 40,552 | $5.72M | 0.61% | +1,896+4.9% | Added |
| Montgomery Investment Management Inc | 40,535 | $5.72M | 2.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 40,382 | $5.70M | 0.57% | +11,121+38.0% | Added |
| Kingsview Wealth Management, LLC | 40,299 | $5.69M | 0.13% | −17,739−30.6% | Reduced |
| Quotient Wealth Partners, LLC | 40,010 | $5.65M | 0.20% | +4,435+12.5% | Added |
| Umb Bank N A | 39,931 | $5.64M | 0.09% | −772−1.9% | Reduced |
| Meyer Handelman Co | 39,772 | $5.61M | 0.20% | −100−0.3% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $5.61M | 2.09% | 00.0% | Unchanged |
| Huntington National Bank | 39,686 | $5.60M | 0.04% | +83+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 39,449 | $5.57M | 0.01% | +2,596+7.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 39,440 | $5.57M | 0.06% | −14,581−27.0% | Reduced |
| Berger Financial Group, Inc | 39,009 | $5.51M | 0.44% | −254−0.6% | Reduced |
| Coldstream Capital Management Inc | 38,883 | $5.49M | 0.13% | −735−1.9% | Reduced |
| USS Investment Management Ltd | 38,600 | $5.45M | 0.04% | 00.0% | Unchanged |
| Beacon Financial Group | 38,505 | $5.44M | 0.62% | −1,959−4.8% | Reduced |
| Rothschild Investment LLC | 38,493 | $5.43M | 0.38% | −108−0.3% | Reduced |
| Shorepoint Capital Partners LLC | 38,219 | $5.40M | 1.27% | −235−0.6% | Reduced |
| Bokf, NA | 37,963 | $5.36M | 0.10% | −22,018−36.7% | Reduced |
| Farmers & Merchants Investments Inc | 37,828 | $5.34M | 0.18% | −415−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 37,688 | $5.32M | 0.12% | −9,127−19.5% | Reduced |
| Wintrust Investments LLC | 37,618 | $5.31M | 0.43% | −1,652−4.2% | Reduced |
| Colonial Trust Co | 37,597 | $5.31M | 0.93% | +1,516+4.2% | Added |
| HM Payson & Co | 37,330 | $5.27M | 0.10% | −331−0.9% | Reduced |
| Brady Family Wealth, LLC | 37,266 | $5.26M | 1.70% | +346+0.9% | Added |
| Sienna Gestion | 37,046 | $5.23M | 0.46% | +37,046 | New |
| Mackenzie Financial Corp | 37,008 | $5.22M | 0.01% | −984−2.6% | Reduced |
| Level Four Advisory Services, LLC | 36,605 | $5.17M | 0.23% | −7,459−16.9% | Reduced |
| United Capital Financial Advisers, LLC | 36,460 | $5.15M | 0.04% | −3,057−7.7% | Reduced |
| Oregon Public Employees Retirement Fund | 36,375 | $5.14M | 0.10% | −390−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,709 | $5.12M | 0.03% | −97,027−72.6% | Reduced |
| Invesco, LLC | 35,906 | $5.07M | 2.12% | 00.0% | Unchanged |
| JustInvest LLC | 36,815 | $5.02M | 0.10% | +2,330+6.8% | Added |
| Gulf International Bank (UK) Ltd | 35,047 | $4.95M | 0.12% | −4,248−10.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 34,739 | $4.90M | 0.01% | −245,054−87.6% | Reduced |
| Pinnacle Associates Ltd | 34,655 | $4.89M | 0.08% | +478+1.4% | Added |
| Mattern Wealth Management LLC | 34,622 | $4.89M | 1.17% | −2,063−5.6% | Reduced |
| MUFG Securities EMEA plc | 34,400 | $4.86M | 0.22% | +34,400 | New |
| Pacer Advisors, Inc. | 34,272 | $4.84M | 0.01% | +1,573+4.8% | Added |
| Chatham Capital Group, Inc. | 34,095 | $4.81M | 0.84% | 00.0% | Unchanged |
| Opus Investment Management Inc | 33,800 | $4.77M | 3.08% | 00.0% | Unchanged |
| Atria Investments LLC | 33,739 | $4.76M | 0.06% | +1,388+4.3% | Added |
| First American Bank | 33,680 | $4.75M | 0.36% | −55−0.2% | Reduced |
| Independent Advisor Alliance | 33,610 | $4.74M | 0.16% | +1,530+4.8% | Added |
| Resources Investment Advisors, LLC. | 33,419 | $4.72M | 0.06% | +4,449+15.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 33,310 | $4.70M | 0.11% | −1,761−5.0% | Reduced |
| Maryland State Retirement & Pension System | 33,021 | $4.66M | 0.09% | −1,626−4.7% | Reduced |
| Martin Capital Partners, LLC | 32,822 | $4.63M | 1.87% | −1,062−3.1% | Reduced |
| Northeast Financial Consultants Inc | 32,720 | $4.62M | 0.21% | −480−1.4% | Reduced |
| Mizuho Securities USA LLC | 32,684 | $4.61M | 0.10% | +32,684 | New |
| Community Bank & Trust, Waco, Texas | 32,517 | $4.59M | 1.15% | +345+1.1% | Added |
| Alpha Omega Wealth Management LLC | 32,503 | $4.59M | 0.88% | −750−2.3% | Reduced |
| Canal Insurance CO | 32,500 | $4.59M | 1.21% | 00.0% | Unchanged |
| Paloma Partners Management Co | 32,434 | $4.58M | 0.40% | +27,792+598.7% | Added |
| Sendero Wealth Management, LLC | 32,403 | $4.57M | 0.77% | +2,329+7.7% | Added |
| KBC Group NV | 32,392 | $4.57M | 0.01% | −62,550−65.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 32,227 | $4.55M | 0.50% | −6,325−16.4% | Reduced |
| Citadel Advisors LLC | 32,190 | $4.54M | 0.00% | −788,140−96.1% | Reduced |
| McDonald Partners LLC | 32,086 | $4.53M | 1.21% | +254+0.8% | Added |
| BNC Wealth Management, LLC | 32,038 | $4.52M | 1.68% | +2,182+7.3% | Added |
| Kentucky Retirement Systems | 31,947 | $4.51M | 0.13% | −708−2.2% | Reduced |
| MBB Public Markets I LLC | 31,698 | $4.47M | 0.09% | +31,698 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $4.47M | 1.24% | 00.0% | Unchanged |
| Bessemer Group Inc | 31,660 | $4.47M | 0.01% | −22,552−41.6% | Reduced |
| Fifth Third Bancorp | 31,427 | $4.44M | 0.02% | +234+0.8% | Added |
| Pinkerton Retirement Specialists, LLC | 31,397 | $4.43M | 0.68% | +1,561+5.2% | Added |
| Trajan Wealth LLC | 31,378 | $4.43M | 0.28% | −209−0.7% | Reduced |
| CIBC World Markets Inc. | 31,119 | $4.39M | 0.01% | −68,992−68.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,073 | $4.39M | 0.24% | −347−1.1% | Reduced |
| Baxter Bros Inc | 30,852 | $4.36M | 0.57% | −156−0.5% | Reduced |
| Heritage Trust Co | 30,550 | $4.31M | 0.57% | +226+0.7% | Added |
| Tweedy, Browne Co LLC | 30,228 | $4.27M | 0.20% | −1,081−3.5% | Reduced |
| TD Waterhouse Canada Inc. | 29,842 | $4.21M | 0.04% | −7,688−20.5% | Reduced |