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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 9,354 | $1.32M | 0.06% | −26−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 9,310 | $1.31M | 0.19% | +545+6.2% | Added |
| Wimmer Associates 1, LLC | 9,295 | $1.31M | 0.67% | −15−0.2% | Reduced |
| Global Retirement Partners, LLC | 9,226 | $1.30M | 0.04% | +6,442+231.4% | Added |
| Parcion Private Wealth LLC | 9,225 | $1.30M | 0.12% | +7+0.1% | Added |
| CFS Investment Advisory Services, LLC | 9,222 | $1.30M | 0.11% | +9,222 | New |
| Axxcess Wealth Management, LLC | 9,213 | $1.30M | 0.04% | −2,990−24.5% | Reduced |
| Fairfield, Bush & Co. | 9,208 | $1.30M | 0.78% | −125−1.3% | Reduced |
| Rowland & Co Investment Counsel | 9,161 | $1.29M | 0.28% | −1,935−17.4% | Reduced |
| Versor Investments LP | 9,138 | $1.29M | 0.24% | +2,351+34.6% | Added |
| Wealth Alliance Advisory Group, LLC | 9,137 | $1.29M | 0.29% | −134−1.4% | Reduced |
| Lakeview Capital Partners, LLC | 7,879 | $1.29M | 0.21% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,927 | $1.26M | 0.04% | +278+3.2% | Added |
| Simplicity Wealth,LLC | 8,924 | $1.26M | 0.03% | +301+3.5% | Added |
| Karpas Strategies, LLC | 8,903 | $1.26M | 0.39% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.25M | 0.08% | 00.0% | Unchanged |
| Patten Group, Inc. | 8,868 | $1.25M | 0.30% | −111−1.2% | Reduced |
| Panagora Asset Management Inc | 8,864 | $1.25M | 0.01% | −8,380−48.6% | Reduced |
| Mutual Advisors, LLC | 8,888 | $1.25M | 0.04% | +339+4.0% | Added |
| M&R Capital Management Inc | 8,814 | $1.24M | 0.30% | +401+4.8% | Added |
| Old National Bancorp | 8,811 | $1.24M | 0.03% | +467+5.6% | Added |
| AIA Group Ltd | 8,800 | $1.24M | 0.04% | +600+7.3% | Added |
| Flagship Harbor Advisors, LLC | 8,798 | $1.24M | 0.07% | +1,001+12.8% | Added |
| Argent Trust Co | 8,715 | $1.23M | 0.05% | +262+3.1% | Added |
| Verdence Capital Advisors LLC | 8,690 | $1.23M | 0.11% | −699−7.4% | Reduced |
| Cornerstone Advisors, LLC | 8,600 | $1.21M | 0.05% | −1,000−10.4% | Reduced |
| FCG Investment Co | 8,598 | $1.21M | 0.92% | −524−5.7% | Reduced |
| Chelsea Counsel Co | 8,585 | $1.21M | 0.60% | −250−2.8% | Reduced |
| Dynasty Wealth Management, LLC | 8,570 | $1.21M | 0.04% | +860+11.2% | Added |
| Csenge Advisory Group | 8,518 | $1.20M | 0.07% | +170+2.0% | Added |
| NVWM, LLC | 8,466 | $1.20M | 0.32% | +283+3.5% | Added |
| Aptus Capital Advisors, LLC | 8,394 | $1.18M | 0.02% | +1,233+17.2% | Added |
| Strategic Advisors LLC | 8,370 | $1.18M | 0.23% | −946−10.2% | Reduced |
| Lokken Investment Group LLC | 8,354 | $1.18M | 0.55% | +723+9.5% | Added |
| Trustmark National Bank Trust Department | 8,335 | $1.18M | 0.09% | −625−7.0% | Reduced |
| Intrua Financial, LLC | 8,330 | $1.18M | 0.19% | −223−2.6% | Reduced |
| Teacher Retirement System of Texas | 8,319 | $1.17M | 0.01% | −23,800−74.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,314 | $1.17M | 0.45% | +8,314 | New |
| Guyasuta Investment Advisors Inc | 8,776 | $1.17M | 0.09% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 8,262 | $1.17M | 0.35% | +8,262 | New |
| Capital Advisors Wealth Management, LLC | 8,205 | $1.16M | 0.23% | +130+1.6% | Added |
| EP Wealth Advisors, LLC | 8,184 | $1.16M | 0.01% | −102−1.2% | Reduced |
| Buckingham Strategic Partners | 8,140 | $1.15M | 0.03% | −1,416−14.8% | Reduced |
| Summit Trail Advisors, LLC | 8,140 | $1.15M | 0.03% | +3,886+91.3% | Added |
| Cowa, LLC | 8,020 | $1.13M | 0.61% | −1,621−16.8% | Reduced |
| Natixis | 8,028 | $1.13M | 0.01% | −262,795−97.0% | Reduced |
| Covenant Partners, LLC | 8,014 | $1.13M | 0.34% | −204−2.5% | Reduced |
| Fiduciary Group LLC | 7,959 | $1.12M | 0.12% | −93−1.2% | Reduced |
| Westmount Partners, LLC | 7,967 | $1.12M | 0.37% | +29+0.4% | Added |
| Institute for Wealth Management, LLC. | 7,948 | $1.12M | 0.15% | −93−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 7,923 | $1.12M | 0.13% | −42−0.5% | Reduced |
| Glenview Trust Co | 7,914 | $1.12M | 0.02% | +729+10.1% | Added |
| Bank Ozk | 7,881 | $1.11M | 0.48% | +2,393+43.6% | Added |
| Lake Street Financial LLC | 7,879 | $1.11M | 0.14% | +1,340+20.5% | Added |
| Relative Value Partners Group, LLC | 7,879 | $1.11M | 0.14% | +3,341+73.6% | Added |
| Baker Ellis Asset Management LLC | 7,843 | $1.11M | 0.17% | −330−4.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,839 | $1.11M | 0.08% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,828 | $1.10M | 0.07% | +9+0.1% | Added |
| Arvest Trust Co N A | 7,818 | $1.10M | 0.07% | −5,601−41.7% | Reduced |
| Accordant Advisory Group Inc | 7,800 | $1.10M | 1.04% | +1,173+17.7% | Added |
| Bull Street Advisors, LLC | 7,731 | $1.09M | 0.53% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,692 | $1.09M | 0.25% | +228+3.1% | Added |
| Jupiter Wealth Management LLC | 7,459 | $1.09M | 0.58% | −1,191−13.8% | Reduced |
| Private Capital Management, LLC | 7,664 | $1.08M | 0.13% | −12−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,625 | $1.08M | 0.72% | −150−1.9% | Reduced |
| Freestone Capital Holdings, LLC | 7,621 | $1.08M | 0.04% | −20.0% | Reduced |
| Edge Capital Group, LLC | 7,605 | $1.07M | 0.05% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,596 | $1.07M | 0.84% | +172+2.3% | Added |
| Farther Finance Advisors, LLC | 7,603 | $1.07M | 0.05% | +965+14.5% | Added |
| Forum Financial Management, LP | 7,562 | $1.07M | 0.02% | −335−4.2% | Reduced |
| Jennison Associates LLC | 7,561 | $1.07M | 0.00% | −175−2.3% | Reduced |
| AMG National Trust Bank | 7,555 | $1.07M | 0.03% | +540+7.7% | Added |
| Boston Trust Walden Corp | 7,493 | $1.06M | 0.01% | −1,850−19.8% | Reduced |
| Bradley Foster & Sargent Inc | 7,486 | $1.06M | 0.02% | +32+0.4% | Added |
| Peoples Bank | 7,474 | $1.06M | 0.55% | −80−1.1% | Reduced |
| Mairs & Power Inc | 7,400 | $1.04M | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 7,483 | $1.04M | 0.35% | +7,483 | New |
| Aristotle Capital Management, LLC | 7,334 | $1.04M | 0.00% | −209−2.8% | Reduced |
| Bridge Creek Capital Management LLC | 7,334 | $1.04M | 0.33% | −175−2.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,281 | $1.03M | 0.11% | +2,176+42.6% | Added |
| Arvest Investments, Inc. | 7,258 | $1.02M | 0.16% | +60+0.8% | Added |
| Pinnacle Financial Partners Inc | 7,087 | $1.02M | 0.02% | +132+1.9% | Added |
| Eisler Capital (UK) Ltd. | 7,236 | $1.02M | 0.33% | +3,920+118.2% | Added |
| Merit Financial Group, LLC | 7,205 | $1.02M | 0.02% | +2,579+55.8% | Added |
| South Street Advisors LLC | 7,170 | $1.01M | 0.15% | +750+11.7% | Added |
| Verdad Advisers, LP | 7,168 | $1.01M | 1.17% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,294 | $1.01M | 0.06% | +2,341+47.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,134 | $1.01M | 0.10% | −435−5.7% | Reduced |
| Connecticut Wealth Management, LLC | 7,106 | $1.00M | 0.05% | +107+1.5% | Added |
| HighPoint Advisor Group LLC | 6,809 | $1.00M | 0.06% | +851+14.3% | Added |
| WealthTrust Axiom LLC | 7,086 | $1.00M | 0.33% | −363−4.9% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $999.5K | 0.25% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,076 | $999.0K | 0.09% | −1,032−12.7% | Reduced |
| FineMark National Bank & Trust | 7,044 | $994.4K | 0.04% | −336−4.6% | Reduced |
| David Loasby | 7,402 | $991.6K | 0.10% | +8+0.1% | Added |
| Mystic Asset Management, Inc. | 6,956 | $982.0K | 0.40% | +17+0.2% | Added |
| Hunter Associates Investment Management LLC | 6,963 | $981.0K | 0.16% | −100−1.4% | Reduced |
| Busey Wealth Management | 6,901 | $974.2K | 0.03% | +911+15.2% | Added |
| Westwood Holdings Group Inc. | 6,872 | $970.1K | 0.00% | +3,736+119.1% | Added |
| GAMMA Investing LLC | 6,864 | $969.0K | 0.13% | +1,541+28.9% | Added |