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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 6,853 | $967.5K | 0.05% | +316+4.8% | Added |
| Cladis Investment Advisory, LLC | 6,836 | $965.0K | 0.70% | −46−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,546 | $963.4K | 0.04% | +1,077+19.7% | Added |
| Legacy Financial Advisors, Inc. | 6,822 | $963.1K | 0.17% | −101−1.5% | Reduced |
| Flputnam Investment Management Co | 6,817 | $962.3K | 0.02% | +1,671+32.5% | Added |
| 1st Source Bank | 6,758 | $954.0K | 0.06% | −33−0.5% | Reduced |
| Grimes & Company, Inc. | 6,748 | $952.6K | 0.03% | +305+4.7% | Added |
| Financial Sense Advisors, Inc. | 6,742 | $951.8K | 0.30% | +42+0.6% | Added |
| MCF Advisors LLC | 6,732 | $950.4K | 0.07% | +97+1.5% | Added |
| Private Trust Co NA | 6,721 | $948.8K | 0.10% | +738+12.3% | Added |
| Greylin Investment Mangement Inc | 6,704 | $946.4K | 0.16% | −217−3.1% | Reduced |
| Tyche Wealth Partners LLC | 6,691 | $944.6K | 0.23% | −3,457−34.1% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $944.0K | 0.11% | +6,687 | New |
| Sanibel Captiva Trust Company, Inc. | 6,666 | $941.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,648 | $938.5K | 0.07% | +243+3.8% | Added |
| Applied Finance Capital Management, LLC | 6,621 | $934.7K | 0.04% | +6,621 | New |
| Westhampton Capital, LLC | 6,608 | $932.9K | 0.51% | +467+7.6% | Added |
| Navalign, LLC | 6,584 | $929.5K | 0.29% | +60+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 6,584 | $929.4K | 0.07% | −13−0.2% | Reduced |
| Hilltop National Bank | 6,573 | $927.9K | 0.30% | +566+9.4% | Added |
| Ameritas Advisory Services, LLC | 6,568 | $927.2K | 0.03% | +193+3.0% | Added |
| Hilltop Holdings Inc. | 6,548 | $924.3K | 0.11% | −5−0.1% | Reduced |
| Belpointe Asset Management LLC | 6,531 | $922.0K | 0.06% | −2,212−25.3% | Reduced |
| MONECO Advisors, LLC | 6,512 | $919.3K | 0.14% | +168+2.6% | Added |
| Miller Investment Management, LP | 6,500 | $917.6K | 0.11% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 6,494 | $916.8K | 0.66% | +342+5.6% | Added |
| Banco Santander, S.A. | 6,477 | $914.4K | 0.01% | +739+12.9% | Added |
| Valmark Advisers, Inc. | 6,462 | $912.2K | 0.02% | −7−0.1% | Reduced |
| True North Advisors, LLC | 6,436 | $908.6K | 0.24% | −507−7.3% | Reduced |
| Camden Capital, LLC | 6,432 | $908.0K | 0.07% | +2,642+69.7% | Added |
| Fifth Third Wealth Advisors LLC | 6,397 | $903.0K | 0.07% | +4,445+227.7% | Added |
| Atlas Capital Advisors LLC | 6,396 | $902.9K | 0.12% | −461−6.7% | Reduced |
| Cornerstone Wealth Management, LLC | 6,348 | $896.1K | 0.07% | −175−2.7% | Reduced |
| Rathbone Brothers plc | 6,342 | $895.3K | 0.00% | −500−7.3% | Reduced |
| Adviser Investments LLC | 6,322 | $892.5K | 0.01% | −140−2.2% | Reduced |
| V-Square Quantitative Management LLC | 6,260 | $883.7K | 0.14% | −326−4.9% | Reduced |
| American Financial Group Inc | 6,250 | $882.0K | 0.38% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,241 | $881.0K | 0.13% | +413+7.1% | Added |
| Prudential PLC | 6,219 | $877.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,214 | $877.2K | 0.03% | −542−8.0% | Reduced |
| Epoch Investment Partners, Inc. | 6,197 | $874.8K | 0.00% | +95+1.6% | Added |
| Welch & Forbes LLC | 6,550 | $873.5K | 0.01% | −150−2.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,184 | $873.0K | 0.32% | +6,184 | New |
| Bank of Hawaii | 6,157 | $869.2K | 0.04% | −88−1.4% | Reduced |
| Cidel Asset Management Inc | 6,119 | $863.8K | 0.07% | −217−3.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,098 | $861.0K | 0.35% | +269+4.6% | Added |
| Aull & Monroe Investment Management Corp | 6,092 | $860.0K | 0.42% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,059 | $855.3K | 0.07% | +25+0.4% | Added |
| Institutional & Family Asset Management, LLC | 6,048 | $853.8K | 0.13% | 00.0% | Unchanged |
| Invst, LLC | 6,056 | $853.5K | 0.09% | +367+6.5% | Added |
| Wealth Advisory Solutions, LLC | 6,028 | $851.0K | 0.23% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,026 | $850.6K | 0.26% | +6,026 | New |
| Heck Capital Advisors, LLC | 6,021 | $850.0K | 0.11% | 00.0% | Unchanged |
| Park Circle Co | 6,000 | $847.0K | 0.84% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,995 | $846.3K | 0.05% | −50−0.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,976 | $843.6K | 0.46% | +263+4.6% | Added |
| Dearborn Partners LLC | 5,974 | $843.4K | 0.04% | −135−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 5,961 | $841.5K | 0.06% | −231−3.7% | Reduced |
| Sandy Spring Bank | 5,947 | $839.5K | 0.04% | +49+0.8% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $838.3K | 0.17% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,937 | $838.1K | 0.04% | +1,245+26.5% | Added |
| Keynote Financial Services LLC | 5,904 | $833.5K | 0.70% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,889 | $831.4K | 0.01% | +1,206+25.8% | Added |
| First National Bank & Trust Co of Newtown | 5,881 | $830.2K | 0.17% | −500−7.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,880 | $830.0K | 0.30% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 5,878 | $829.8K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5,843 | $824.9K | 0.03% | −238−3.9% | Reduced |
| Vanguard Capital Wealth Advisors | 5,797 | $818.3K | 0.55% | +1,597+38.0% | Added |
| Western Financial Corp | 5,791 | $817.5K | 0.49% | +304+5.5% | Added |
| Rosenberg Matthew Hamilton | 5,787 | $815.6K | 0.24% | −196−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,776 | $815.4K | 0.12% | −19−0.3% | Reduced |
| Integrated Advisors Network LLC | 5,767 | $814.2K | 0.04% | −74−1.3% | Reduced |
| Autumn Glory Partners, LLC | 5,740 | $810.3K | 0.41% | +1,000+21.1% | Added |
| Essex Financial Services, Inc. | 5,979 | $809.7K | 0.06% | +2,826+89.6% | Added |
| Veracity Capital LLC | 5,733 | $809.3K | 0.34% | −1,474−20.5% | Reduced |
| Great Diamond Partners, LLC | 5,694 | $803.8K | 0.19% | +58+1.0% | Added |
| Doheny Asset Management | 5,689 | $803.0K | 0.57% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,665 | $799.7K | 0.12% | −20.0% | Reduced |
| Birmingham Capital Management Co Inc | 5,651 | $797.8K | 0.31% | −150−2.6% | Reduced |
| Fisher Asset Management, LLC | 5,646 | $797.2K | 0.00% | −352−5.9% | Reduced |
| Stegent Equity Advisors, Inc. | 5,632 | $795.1K | 0.83% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,631 | $795.0K | 0.07% | +144+2.6% | Added |
| Nikko Asset Management Americas, Inc. | 5,620 | $793.4K | 0.01% | −1,193−17.5% | Reduced |
| Allen Capital Group, LLC | 5,600 | $790.6K | 0.11% | −376−6.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,904 | $790.3K | 0.10% | +3,094+110.1% | Added |
| Basepoint Wealth LLC | 5,548 | $783.2K | 0.62% | −670−10.8% | Reduced |
| Essex Savings Bank | 5,543 | $782.5K | 0.21% | −4−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,521 | $779.4K | 0.14% | −115−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 5,511 | $778.0K | 0.13% | +1,047+23.5% | Added |
| Childress Capital Advisors, LLC | 5,499 | $776.3K | 0.22% | +593+12.1% | Added |
| Boston Private Wealth LLC | 5,497 | $776.1K | 0.02% | −1,766−24.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,494 | $775.6K | 0.02% | −582−9.6% | Reduced |
| Fulton Bank, N.A. | 5,455 | $770.1K | 0.03% | +328+6.4% | Added |
| Peoples Financial Services Corp. | 5,440 | $768.0K | 0.35% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,433 | $767.0K | 0.01% | −55,671−91.1% | Reduced |
| Atomi Financial Group, Inc. | 5,426 | $766.0K | 0.06% | −26−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,396 | $761.8K | 0.06% | +752+16.2% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $759.0K | 0.15% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 5,361 | $756.8K | 0.50% | +35+0.7% | Added |
| Merrion Investment Management Co, LLC | 5,350 | $755.3K | 0.52% | +1,950+57.4% | Added |