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 |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | 29,561 | $4.17M | 1.10% | +400+1.4% | Added |
| Glass Wealth Management Co LLC | 29,444 | $4.16M | 2.43% | +244+0.8% | Added |
| TD Private Client Wealth LLC | 29,185 | $4.12M | 0.13% | −2,061−6.6% | Reduced |
| Kerusso Capital Management LLC | 29,078 | $4.10M | 2.98% | +29,078 | New |
| Benjamin F. Edwards & Company, Inc. | 28,872 | $4.08M | 0.07% | +11,346+64.7% | Added |
| Central Trust Co | 28,677 | $4.05M | 0.10% | −402−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 28,475 | $4.02M | 0.04% | −5,901−17.2% | Reduced |
| La Banque Postale Asset Management SA | 28,429 | $4.01M | 0.16% | −11,853−29.4% | Reduced |
| Banque Cantonale Vaudoise | 28,392 | $4.01M | 0.16% | +8,675+44.0% | Added |
| National Asset Management, Inc. | 28,288 | $3.99M | 0.10% | −9,887−25.9% | Reduced |
| 1832 Asset Management L.P. | 28,110 | $3.97M | 0.01% | −153,911−84.6% | Reduced |
| Parsons Capital Management Inc | 28,099 | $3.97M | 0.27% | −134−0.5% | Reduced |
| Citizens National Bank Trust Department | 28,044 | $3.96M | 0.88% | −355−1.3% | Reduced |
| Ellerson Group Inc | 27,998 | $3.95M | 3.01% | −1,382−4.7% | Reduced |
| Cary Street Partners Asset Management LLC | 27,931 | $3.94M | 0.58% | −4,071−12.7% | Reduced |
| Riverview Capital Advisers, LLC | 27,875 | $3.94M | 1.33% | −955−3.3% | Reduced |
| Johnson Investment Counsel Inc | 27,647 | $3.90M | 0.04% | −405−1.4% | Reduced |
| Tocqueville Asset Management L.P. | 27,646 | $3.90M | 0.06% | −1,369−4.7% | Reduced |
| Aigen Investment Management, LP | 27,262 | $3.85M | 0.75% | +27,262 | New |
| Prospera Financial Services Inc | 27,191 | $3.84M | 0.11% | +1,639+6.4% | Added |
| Hartford Investment Management Co | 27,136 | $3.83M | 0.13% | −635−2.3% | Reduced |
| Clearbridge Investments, LLC | 27,084 | $3.82M | 0.00% | −5,653−17.3% | Reduced |
| Candriam Luxembourg S.C.A. | 26,816 | $3.79M | 0.02% | −2,761−9.3% | Reduced |
| Ameritas Investment Partners, Inc. | 26,771 | $3.78M | 0.13% | +197+0.7% | Added |
| Mather Group, LLC. | 22,995 | $3.76M | 0.05% | +13,551+143.5% | Added |
| Burney Co | 26,528 | $3.74M | 0.14% | +6,998+35.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,390 | $3.73M | 0.20% | +26,390 | New |
| Principle Wealth Partners LLC | 26,227 | $3.70M | 0.28% | −20.0% | Reduced |
| German American Bancorp, Inc. | 26,219 | $3.70M | 0.43% | +411+1.6% | Added |
| Patton Fund Management, Inc. | 25,900 | $3.66M | 0.77% | −5,288−17.0% | Reduced |
| M&G Plc | 25,506 | $3.60M | 0.02% | +25,506 | New |
| Gladstone Institutional Advisory LLC | 25,385 | $3.58M | 0.19% | +3,583+16.4% | Added |
| Wisconsin Capital Management LLC | 25,330 | $3.58M | 1.81% | 00.0% | Unchanged |
| Summit Financial, LLC | 25,264 | $3.57M | 0.16% | +4,720+23.0% | Added |
| Exencial Wealth Advisors, LLC | 25,179 | $3.55M | 0.13% | +750+3.1% | Added |
| Cardinal Capital Management | 25,094 | $3.54M | 0.60% | −33−0.1% | Reduced |
| Herold Advisors, Inc. | 25,091 | $3.54M | 0.82% | +736+3.0% | Added |
| Fundamentun, LLC | 25,039 | $3.53M | 0.29% | +1,928+8.3% | Added |
| River Wealth Advisors LLC | 25,036 | $3.53M | 0.51% | −472−1.9% | Reduced |
| Strategic Planning Group, LLC | 24,915 | $3.52M | 0.77% | +6,141+32.7% | Added |
| Bremer Bank National Association | 24,812 | $3.50M | 0.68% | −654−2.6% | Reduced |
| SWS Partners | 24,762 | $3.49M | 1.04% | +1,823+7.9% | Added |
| Garrison Asset Management, LLC | 24,493 | $3.46M | 1.82% | −65−0.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 24,463 | $3.45M | 2.83% | −118−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 24,391 | $3.44M | 0.61% | +24,391 | New |
| Securian Asset Management, Inc | 24,377 | $3.44M | 0.10% | −949−3.7% | Reduced |
| Sonora Investment Management Group, LLC | 21,006 | $3.43M | 0.27% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 24,275 | $3.43M | 0.03% | +3,032+14.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,263 | $3.43M | 1.14% | +120.0% | Added |
| UniSuper Management Pty Ltd | 24,204 | $3.42M | 0.03% | +12,100+100.0% | Added |
| Ferguson Wellman Capital Management, Inc | 24,130 | $3.41M | 0.07% | −339−1.4% | Reduced |
| Equitable Trust Co | 24,004 | $3.39M | 0.23% | +5,041+26.6% | Added |
| Louisiana State Employees Retirement System | 24,000 | $3.39M | 0.07% | −1,000−4.0% | Reduced |
| Commerzbank Aktiengesellschaft | 23,649 | $3.34M | 0.11% | +10,890+85.4% | Added |
| Prime Capital Investment Advisors, LLC | 23,555 | $3.33M | 0.05% | −600−2.5% | Reduced |
| Richard Bernstein Advisors LLC | 23,493 | $3.32M | 0.07% | +30.0% | Added |
| Stock Yards Bank & Trust Co | 23,414 | $3.31M | 0.11% | −500−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,354 | $3.30M | 0.02% | +8,100+53.1% | Added |
| Davenport & Co LLC | 23,316 | $3.29M | 0.02% | −126−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 23,294 | $3.29M | 0.08% | +473+2.1% | Added |
| CWM, LLC | 23,268 | $3.29M | 0.02% | +203+0.9% | Added |
| Catalyst Capital Advisors LLC | 23,170 | $3.27M | 0.08% | −130−0.6% | Reduced |
| Zacks Investment Management | 23,140 | $3.27M | 0.04% | +820+3.7% | Added |
| SevenBridge Financial Group, LLC | 24,349 | $3.24M | 0.72% | −183−0.7% | Reduced |
| Van Eck Associates Corp | 22,923 | $3.24M | 0.00% | −5,483−19.3% | Reduced |
| First National Bank of Omaha | 22,874 | $3.23M | 0.21% | +9,751+74.3% | Added |
| Brinker Capital Investments, LLC | 22,789 | $3.22M | 0.03% | +5,333+30.6% | Added |
| Orion Portfolio Solutions, LLC | 22,789 | $3.22M | 0.03% | +5,333+30.6% | Added |
| TownSquare Capital, LLC | 22,698 | $3.20M | 0.04% | +1,422+6.7% | Added |
| Brookstone Capital Management | 22,625 | $3.18M | 0.05% | −451−2.0% | Reduced |
| Profund Advisors LLC | 22,498 | $3.18M | 0.12% | +1,615+7.7% | Added |
| Carnegie Capital Asset Management, LLC | 22,390 | $3.16M | 0.10% | −1,075−4.6% | Reduced |
| Financial Counselors Inc | 22,339 | $3.15M | 0.05% | +3,242+17.0% | Added |
| CFM Wealth Partners LLC | 22,177 | $3.13M | 0.58% | +60.0% | Added |
| Quarry LP | 22,149 | $3.13M | 1.30% | +11,820+114.4% | Added |
| Tudor Investment Corp Et Al | 22,142 | $3.13M | 0.04% | +22,142 | New |
| New Mexico Educational Retirement Board | 22,128 | $3.12M | 0.11% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22,101 | $3.12M | 0.47% | −1,403−6.0% | Reduced |
| Viking Fund Management LLC | 22,000 | $3.11M | 0.56% | −2,000−8.3% | Reduced |
| Americana Partners, LLC | 21,892 | $3.09M | 0.24% | +380+1.8% | Added |
| MAI Capital Management | 21,685 | $3.06M | 0.03% | +212+1.0% | Added |
| Cyndeo Wealth Partners, LLC | 21,311 | $3.01M | 0.24% | −34,238−61.6% | Reduced |
| Cheviot Value Management, LLC | 21,302 | $3.01M | 0.59% | +21,302 | New |
| Metis Global Partners, LLC | 21,227 | $3.00M | 0.10% | −101−0.5% | Reduced |
| AE Wealth Management LLC | 21,218 | $3.00M | 0.03% | +12,642+147.4% | Added |
| Synovus Financial Corp | 21,178 | $2.99M | 0.04% | +96+0.5% | Added |
| Neville Rodie & Shaw Inc | 21,072 | $2.98M | 0.23% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 20,938 | $2.96M | 0.02% | −17−0.1% | Reduced |
| Wedbush Securities Inc | 20,745 | $2.93M | 0.10% | +727+3.6% | Added |
| First Nebraska Trust Co | 20,737 | $2.93M | 0.30% | −112−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,708 | $2.92M | 0.14% | −297−1.4% | Reduced |
| Becker Capital Management Inc | 20,675 | $2.92M | 0.10% | −678−3.2% | Reduced |
| Rockline Wealth Management, LLC | 20,391 | $2.88M | 0.89% | +527+2.7% | Added |
| Patten & Patten Inc | 20,196 | $2.85M | 0.20% | −421−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 20,186 | $2.85M | 0.03% | +741+3.8% | Added |
| Hartford Financial Management Inc. | 19,903 | $2.81M | 0.60% | −275−1.4% | Reduced |
| Regions Financial Corp | 19,855 | $2.80M | 0.02% | +102+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 19,840 | $2.80M | 0.96% | −71−0.4% | Reduced |
| Teamwork Financial Advisors, LLC | 19,803 | $2.80M | 0.41% | +3,600+22.2% | Added |
| DCM Advisors, LLC | 19,745 | $2.79M | 1.47% | −2,380−10.8% | Reduced |