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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 13,320 | $1.88M | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 13,231 | $1.87M | 0.80% | −635−4.6% | Reduced |
| Capital Fund Management S.A. | 13,203 | $1.86M | 0.02% | −397,380−96.8% | Reduced |
| Independent Financial Group, LLC | 13,056 | $1.84M | 0.07% | −11,135−46.0% | Reduced |
| Shelton Capital Management | 13,003 | $1.84M | 0.05% | −334−2.5% | Reduced |
| Fruth Investment Management | 12,995 | $1.83M | 0.50% | −100−0.8% | Reduced |
| Wetherby Asset Management Inc | 12,910 | $1.82M | 0.09% | +56+0.4% | Added |
| Sigma Planning Corp | 12,886 | $1.82M | 0.06% | −777−5.7% | Reduced |
| Valeo Financial Advisors, LLC | 12,880 | $1.82M | 0.06% | +70+0.5% | Added |
| Apollon Wealth Management, LLC | 12,777 | $1.80M | 0.05% | +1,249+10.8% | Added |
| Dynamic Advisor Solutions LLC | 12,644 | $1.78M | 0.06% | −371−2.9% | Reduced |
| Estate Counselors, LLC | 12,615 | $1.78M | 0.20% | −55−0.4% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.78M | 0.43% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 12,465 | $1.76M | 0.95% | +101+0.8% | Added |
| Infrastructure Capital Advisors, LLC | 12,432 | $1.76M | 0.24% | +10,178+451.6% | Added |
| Marion Wealth Management | 12,327 | $1.74M | 0.51% | +128+1.0% | Added |
| Bangor Savings Bank | 12,214 | $1.72M | 0.17% | −116−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,182 | $1.72M | 0.09% | +1,424+13.2% | Added |
| Centiva Capital, LP | 12,160 | $1.72M | 0.08% | +9,629+380.4% | Added |
| Smith, Moore & Co. | 12,091 | $1.71M | 0.18% | +241+2.0% | Added |
| Wealthcare Advisory Partners LLC | 12,056 | $1.70M | 0.05% | +717+6.3% | Added |
| Williams Jones Wealth Management, LLC. | 12,044 | $1.70M | 0.02% | −135−1.1% | Reduced |
| IHT Wealth Management, LLC | 11,911 | $1.68M | 0.06% | −819,999−98.6% | Reduced |
| Savant Capital, LLC | 11,910 | $1.68M | 0.02% | +255+2.2% | Added |
| United Services Automobile Association | 11,878 | $1.68M | 0.04% | −641−5.1% | Reduced |
| Pathway Financial Advisers, LLC | 11,857 | $1.67M | 0.60% | −52−0.4% | Reduced |
| Counterweight Ventures, LLC | 11,785 | $1.66M | 1.26% | +677+6.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 11,761 | $1.66M | 0.40% | −730−5.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,751 | $1.66M | 0.02% | +91+0.8% | Added |
| Red Cedar Investment Management, LLC | 11,596 | $1.64M | 0.22% | −12,276−51.4% | Reduced |
| Vontobel Holding Ltd. | 11,582 | $1.64M | 0.01% | −1,009−8.0% | Reduced |
| Moors & Cabot, Inc. | 11,540 | $1.63M | 0.09% | −313−2.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,479 | $1.62M | 0.07% | +126+1.1% | Added |
| Moneta Group Investment Advisors LLC | 11,190 | $1.58M | 0.03% | −120−1.1% | Reduced |
| Fiduciary Trust Co | 11,188 | $1.58M | 0.02% | +138+1.2% | Added |
| Spears Abacus Advisors LLC | 11,178 | $1.58M | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 11,264 | $1.57M | 0.11% | −1,301−10.4% | Reduced |
| Parallel Advisors, LLC | 11,112 | $1.57M | 0.04% | −493−4.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,109 | $1.57M | 0.45% | 00.0% | Unchanged |
| Exeter Financial, LLC | 11,055 | $1.56M | 0.74% | −20−0.2% | Reduced |
| Laurion Capital Management LP | 10,973 | $1.55M | 0.05% | −146,027−93.0% | Reduced |
| Jump Financial, LLC | 10,949 | $1.55M | 0.03% | +7,781+245.6% | Added |
| Greenleaf Trust | 10,872 | $1.53M | 0.01% | +110+1.0% | Added |
| Regal Investment Advisors LLC | 10,869 | $1.53M | 0.10% | +356+3.4% | Added |
| Armor Investment Advisors, LLC | 10,804 | $1.53M | 0.70% | −231−2.1% | Reduced |
| Tower Bridge Advisors | 10,762 | $1.52M | 0.17% | +150+1.4% | Added |
| Guardian Wealth Management, Inc. | 10,705 | $1.51M | 1.16% | −141−1.3% | Reduced |
| First National Trust Co | 10,699 | $1.51M | 0.06% | −42−0.4% | Reduced |
| Wealthspire Advisors, LLC | 10,598 | $1.50M | 0.02% | −770−6.8% | Reduced |
| Resources Management Corp | 10,556 | $1.49M | 0.22% | +119+1.1% | Added |
| Financial Advocates Investment Management | 10,520 | $1.49M | 0.09% | −950−8.3% | Reduced |
| Caldwell Trust Co | 10,485 | $1.48M | 0.16% | +598+6.0% | Added |
| Two Sigma Securities, LLC | 10,483 | $1.48M | 0.07% | +10,483 | New |
| Signaturefd, LLC | 10,456 | $1.48M | 0.03% | +867+9.0% | Added |
| South State Corp. | 10,448 | $1.47M | 0.11% | −134−1.3% | Reduced |
| Ostrum Asset Management | 10,439 | $1.47M | 0.13% | −812−7.2% | Reduced |
| Searle & Co. | 10,383 | $1.47M | 0.34% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,383 | $1.47M | 0.10% | +1,848+21.7% | Added |
| Jeppson Wealth Management, LLC | 10,367 | $1.46M | 0.56% | −50−0.5% | Reduced |
| Great Lakes Retirement, Inc. | 10,286 | $1.45M | 0.20% | +1,479+16.8% | Added |
| Groupama Asset Managment | 10,274 | $1.45M | 0.03% | +4,585+80.6% | Added |
| Cullinan Associates Inc | 10,239 | $1.45M | 0.08% | +100+1.0% | Added |
| Avidian Wealth Solutions, LLC | 10,217 | $1.44M | 0.07% | +5,366+110.6% | Added |
| Adirondack Trust Co | 10,182 | $1.44M | 0.59% | −20−0.2% | Reduced |
| Ingalls & Snyder LLC | 10,165 | $1.44M | 0.06% | −15−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 10,147 | $1.43M | 0.10% | +10,136+92,145.5% | Added |
| Gateway Investment Advisers LLC | 10,092 | $1.42M | 0.02% | −1,613−13.8% | Reduced |
| Pavion Blue Capital, LLC | 10,087 | $1.42M | 0.70% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 10,084 | $1.42M | 0.05% | +189+1.9% | Added |
| Segment Wealth Management, LLC | 10,031 | $1.42M | 0.10% | +65+0.7% | Added |
| Aquila Investment Management LLC | 10,000 | $1.41M | 1.32% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,992 | $1.41M | 0.07% | −74−0.7% | Reduced |
| Venturi Wealth Management, LLC | 9,932 | $1.40M | 0.08% | −1,015−9.3% | Reduced |
| Umpqua Bank | 9,925 | $1.40M | 0.54% | +486+5.1% | Added |
| Integrated Wealth Concepts LLC | 9,866 | $1.39M | 0.02% | +194+2.0% | Added |
| Barry Investment Advisors, LLC | 9,830 | $1.39M | 0.47% | −720−6.8% | Reduced |
| Jacobi Capital Management LLC | 9,815 | $1.39M | 0.12% | +520+5.6% | Added |
| Paradigm Asset Management Co LLC | 9,700 | $1.37M | 0.38% | −2,500−20.5% | Reduced |
| Horizon Investments, LLC | 9,651 | $1.36M | 0.04% | −670−6.5% | Reduced |
| Alta Capital Management LLC | 9,631 | $1.36M | 0.09% | +24+0.2% | Added |
| RFG Advisory, LLC | 9,625 | $1.36M | 0.04% | −771−7.4% | Reduced |
| Equitable Holdings, Inc. | 9,607 | $1.36M | 0.01% | +251+2.7% | Added |
| BayBridge Capital Group, LLC | 9,596 | $1.35M | 1.06% | +265+2.8% | Added |
| VisionPoint Advisory Group, LLC | 9,578 | $1.35M | 0.48% | −407−4.1% | Reduced |
| J. W. Coons Advisors, LLC | 9,573 | $1.35M | 0.33% | +95+1.0% | Added |
| CAPROCK Group, Inc. | 9,567 | $1.35M | 0.05% | +3,364+54.2% | Added |
| Meeder Advisory Services, Inc. | 9,564 | $1.35M | 0.10% | +2,518+35.7% | Added |
| Ramirez Asset Management, Inc. | 9,562 | $1.35M | 0.27% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,528 | $1.35M | 0.01% | −900−8.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,522 | $1.34M | 0.06% | +85+0.9% | Added |
| Creekmur Asset Management LLC | 9,518 | $1.34M | 0.35% | +2,645+38.5% | Added |
| Wahed Invest LLC | 9,515 | $1.34M | 0.27% | +1,099+13.1% | Added |
| Investment Management Corp of Ontario | 9,501 | $1.34M | 0.04% | +2,400+33.8% | Added |
| JBR Co Financial Management Inc | 9,435 | $1.33M | 0.94% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 9,427 | $1.33M | 0.02% | +120+1.3% | Added |
| Lee Danner & Bass Inc | 9,426 | $1.33M | 0.10% | +9,426 | New |
| Redwood Investment Management, LLC | 9,994 | $1.33M | 0.12% | +416+4.3% | Added |
| Beck Bode, LLC | 9,416 | $1.33M | 0.27% | +4,804+104.2% | Added |
| Delta Financial Advisors LLC | 9,396 | $1.33M | 0.51% | +10.0% | Added |
| Beacon Investment Advisors LLC | 9,383 | $1.32M | 0.68% | +4,015+74.8% | Added |