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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 19,709 | $2.78M | 0.09% | +9,978+102.5% | Added |
| Icon Wealth Advisors, LLC | 19,030 | $2.77M | 0.25% | +639+3.5% | Added |
| Avantax Planning Partners, Inc. | 19,607 | $2.77M | 0.09% | +622+3.3% | Added |
| City Holding Co | 19,559 | $2.76M | 0.41% | −235−1.2% | Reduced |
| Monument Capital Management | 19,549 | $2.76M | 0.81% | +105+0.5% | Added |
| Acadian Asset Management LLC | 19,534 | $2.75M | 0.01% | −68,742−77.9% | Reduced |
| Intrust Bank NA | 19,408 | $2.74M | 0.29% | +148+0.8% | Added |
| Stratos Wealth Partners, LTD. | 19,378 | $2.74M | 0.04% | −8,935−31.6% | Reduced |
| Somerset Trust Co | 19,358 | $2.73M | 1.12% | +31+0.2% | Added |
| Quantinno Capital Management LP | 19,257 | $2.72M | 0.05% | +1,975+11.4% | Added |
| Toroso Investments, LLC | 19,249 | $2.72M | 0.04% | −20,669−51.8% | Reduced |
| PFW Advisors LLC | 19,141 | $2.70M | 0.86% | −1,413−6.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,077 | $2.69M | 0.04% | −733−3.7% | Reduced |
| Empirical Finance, LLC | 18,975 | $2.68M | 0.17% | −5,968−23.9% | Reduced |
| Azzad Asset Management Inc | 18,946 | $2.67M | 0.32% | +205+1.1% | Added |
| HB Wealth Management, LLC | 18,758 | $2.65M | 0.03% | +514+2.8% | Added |
| Snowden Capital Advisors LLC | 18,683 | $2.64M | 0.08% | +213+1.2% | Added |
| First Manhattan Co | 18,644 | $2.63M | 0.01% | +3,480+22.9% | Added |
| NorthCrest Asset Manangement, LLC | 18,472 | $2.61M | 0.09% | +112+0.6% | Added |
| Mediolanum International Funds Ltd | 19,879 | $2.59M | 0.04% | −681−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,322 | $2.59M | 0.04% | +10.0% | Added |
| Convergence Investment Partners, LLC | 18,156 | $2.56M | 0.75% | −3,575−16.5% | Reduced |
| Northwest & Ethical Investments L.P. | 17,890 | $2.53M | 0.07% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 18,104 | $2.52M | 0.02% | +6,455+55.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,847 | $2.52M | 1.33% | +74+0.4% | Added |
| Argyle Capital Management Inc. | 17,846 | $2.52M | 1.04% | −200−1.1% | Reduced |
| HBK Sorce Advisory LLC | 17,784 | $2.51M | 0.09% | −456−2.5% | Reduced |
| Vident Advisory, LLC | 17,771 | $2.51M | 0.07% | +1,240+7.5% | Added |
| Keystone Wealth Services, LLC | 17,657 | $2.49M | 0.78% | +13+0.1% | Added |
| Tiaa Trust, National Association | 17,574 | $2.48M | 0.01% | +745+4.4% | Added |
| Auxier Asset Management | 17,480 | $2.47M | 0.39% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 17,459 | $2.46M | 0.15% | −1,631−8.5% | Reduced |
| Swiss Life Asset Management Ltd | 17,456 | $2.46M | 0.03% | −36,879−67.9% | Reduced |
| Carret Asset Management, LLC | 17,238 | $2.43M | 0.28% | −25−0.1% | Reduced |
| Fernwood Investment Management, LLC | 17,205 | $2.43M | 0.75% | −50−0.3% | Reduced |
| Wilkins Investment Counsel Inc | 17,178 | $2.43M | 0.36% | +105+0.6% | Added |
| Hancock Whitney Corp | 17,096 | $2.41M | 0.08% | −4,872−22.2% | Reduced |
| XML Financial, LLC | 17,092 | $2.41M | 0.24% | −393−2.2% | Reduced |
| First National Advisers, LLC | 17,065 | $2.41M | 0.44% | −20.0% | Reduced |
| Moser Wealth Advisors, LLC | 17,054 | $2.41M | 1.31% | +333+2.0% | Added |
| Vestcor Inc | 17,009 | $2.40M | 0.08% | −2,221−11.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,904 | $2.39M | 0.09% | −54−0.3% | Reduced |
| RSM US Wealth Management LLC | 16,899 | $2.38M | 0.04% | +12,005+245.3% | Added |
| Northside Capital Management, LLC | 16,725 | $2.36M | 0.41% | 00.0% | Unchanged |
| Everett Harris & Co | 16,653 | $2.35M | 0.03% | +175+1.1% | Added |
| Principal Securities, Inc. | 16,433 | $2.32M | 0.06% | −577−3.4% | Reduced |
| First Hawaiian Bank | 16,416 | $2.32M | 0.08% | −43−0.3% | Reduced |
| Brevan Howard Capital Management LP | 16,370 | $2.31M | 0.15% | +8,086+97.6% | Added |
| Community Bank, N.A. | 16,345 | $2.31M | 0.30% | −89−0.5% | Reduced |
| International Assets Investment Management, LLC | 16,310 | $2.30M | 0.22% | +3,855+31.0% | Added |
| Procyon Private Wealth Partners, LLC | 16,213 | $2.29M | 0.17% | +245+1.5% | Added |
| Mesirow Financial Investment Management, Inc. | 16,184 | $2.29M | 0.05% | +68+0.4% | Added |
| Jones Financial Companies LLLP | 16,170 | $2.28M | 0.00% | +9,626+147.1% | Added |
| TBH Global Asset Management, LLC | 16,152 | $2.28M | 0.51% | −450−2.7% | Reduced |
| DRW Securities, LLC | 16,000 | $2.28M | 0.14% | +14,543+998.1% | Added |
| Parallax Volatility Advisers, L.P. | 16,055 | $2.27M | 0.06% | −34,811−68.4% | Reduced |
| Norinchukin Bank, The | 15,868 | $2.24M | 0.06% | +306+2.0% | Added |
| NEOS Investment Management LLC | 15,806 | $2.23M | 0.09% | +4,980+46.0% | Added |
| Sowell Financial Services LLC | 15,706 | $2.22M | 0.11% | −628−3.8% | Reduced |
| Diversified Trust Co | 15,700 | $2.22M | 0.06% | −6,292−28.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,667 | $2.21M | 0.69% | +15,667 | New |
| Meiji Yasuda Asset Management Co Ltd. | 15,595 | $2.20M | 0.09% | +1,504+10.7% | Added |
| Pacific Global Investment Management CO | 15,553 | $2.20M | 0.42% | +195+1.3% | Added |
| F/M Investments LLC | 15,621 | $2.19M | 0.08% | +15,621 | New |
| Haverford Trust Co | 15,456 | $2.18M | 0.02% | +3,178+25.9% | Added |
| Bridgefront Capital, LLC | 15,357 | $2.17M | 0.90% | +15,357 | New |
| Veriti Management LLC | 15,301 | $2.16M | 0.13% | +1,375+9.9% | Added |
| Omers Administration Corp | 15,289 | $2.16M | 0.02% | −5,111−25.1% | Reduced |
| Hendley & Co Inc | 15,270 | $2.16M | 0.77% | −30−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 15,232 | $2.15M | 0.06% | −537−3.4% | Reduced |
| Ieq Capital, LLC | 15,137 | $2.14M | 0.03% | +1,215+8.7% | Added |
| PFG Investments, LLC | 15,130 | $2.14M | 0.15% | +940+6.6% | Added |
| NewEdge Wealth, LLC | 15,115 | $2.13M | 0.05% | −345−2.2% | Reduced |
| William B. Walkup & Associates, Inc. | 15,034 | $2.12M | 1.39% | +15,034 | New |
| Stephens Inc | 14,989 | $2.12M | 0.03% | +790+5.6% | Added |
| Crescent Sterling, Ltd. | 14,961 | $2.11M | 2.02% | −1,022−6.4% | Reduced |
| NFJ Investment Group, LLC | 14,917 | $2.11M | 0.06% | −5,278−26.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,881 | $2.10M | 0.08% | −9,122−38.0% | Reduced |
| BKM Wealth Management, LLC | 14,763 | $2.08M | 1.00% | −1,301−8.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,734 | $2.08M | 0.48% | −532−3.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,730 | $2.08M | 1.97% | −1,453−9.0% | Reduced |
| Koshinski Asset Management, Inc. | 15,545 | $2.06M | 0.19% | −1,483−8.7% | Reduced |
| Curbstone Financial Management Corp | 14,604 | $2.06M | 0.45% | −468−3.1% | Reduced |
| KMG Fiduciary Partners, LLC | 14,367 | $2.03M | 0.20% | +298+2.1% | Added |
| Harbour Investment Management LLC | 14,327 | $2.02M | 0.93% | −205−1.4% | Reduced |
| Capital Advisors Inc | 14,314 | $2.02M | 0.04% | −759−5.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $2.00M | 0.25% | −4,100−22.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,980 | $1.97M | 0.02% | −11,747−45.7% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.95M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 13,674 | $1.93M | 0.13% | −516−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 13,650 | $1.93M | 0.17% | +351+2.6% | Added |
| CTC Alternative Strategies, Ltd. | 13,600 | $1.92M | 0.81% | +13,600 | New |
| Clearstead Advisors, LLC | 13,582 | $1.92M | 0.03% | +5,917+77.2% | Added |
| Bridgeway Capital Management, LLC | 13,500 | $1.91M | 0.04% | −40,300−74.9% | Reduced |
| Energy Income Partners, LLC | 13,496 | $1.91M | 0.04% | +468+3.6% | Added |
| Allworth Financial LP | 13,756 | $1.90M | 0.01% | −1,323−8.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,492 | $1.90M | 0.05% | −152−1.1% | Reduced |
| SpiderRock Advisors, LLC | 13,422 | $1.89M | 0.05% | +5,467+68.7% | Added |
| Inscription Capital, LLC | 13,410 | $1.89M | 0.30% | +257+2.0% | Added |
| Terry L. Blaker | 13,347 | $1.88M | 0.08% | +175+1.3% | Added |