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Livermore
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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).

Q3 2024 vs. Q2 2024

How the institutions holding Phillips 66 changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of PSX: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,787221,775+10
Shares313.2M31.7M303.1M+21.5M (+7.6%)
Value$44.2B$4.47B$39.8B+$119.9M (+0.3%)

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (133)

Institutions that held Phillips 66 at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 133 by value.

Institutions new to PSX in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.31,090,426$4.09B0.09%
Balyasny Asset Management LLC1,511,107$198.6M0.51%
Mizuho Markets Americas LLC540,000$71.0M1.74%
Alyeska Investment Group, L.P.364,893$48.0M0.24%
Renaissance Technologies LLC283,950$37.3M0.06%
Weiss Asset Management LP258,974$34.0M0.87%
Marshall Wace, LLP204,908$26.9M0.03%
Worldquant Millennium Advisors LLC189,035$24.8M0.18%
ExodusPoint Capital Management, LP146,750$19.3M0.20%
Quadrature Capital Ltd85,317$11.2M0.25%
Trexquant Investment LP80,786$10.6M0.13%
FORA Capital, LLC80,419$10.6M1.24%
Cohen & Steers, Inc.65,345$8.59M0.02%
Holocene Advisors, LP48,585$6.39M0.03%
Seven Eight Capital, LP39,468$5.19M0.47%
B. Metzler seel. Sohn & Co. Holding AG36,810$4.84M0.05%
Argent Financial Group, Inc.35,374$4.65M0.55%
Quantbot Technologies LP34,319$4.51M0.18%
Lockheed Martin Investment Management Co32,600$4.29M0.20%
Cubist Systematic Strategies, LLC30,843$4.05M0.06%
Algert Global LLC26,983$3.55M0.10%
Magnetar Financial LLC22,223$2.92M0.06%
Teza Capital Management LLC21,439$2.82M0.31%
Qsemble Capital Management, LP18,591$2.44M0.45%
Alberta Investment Management Corp18,500$2.43M0.02%
Promethium Advisors,llc15,545$2.04M1.44%
Oddo BHF Asset Management SAS13,622$1.79M0.09%
Point72 (DIFC) Ltd12,297$1.62M0.13%
Hussman Strategic Advisors, Inc.10,500$1.38M0.34%
Sterling Capital Management LLC10,442$1.37M0.02%
CWC Advisors, LLC.9,651$1.27M1.25%
Keeley-Teton Advisors, LLC9,582$1.26M0.14%
BWM Planning, LLC8,240$1.08M0.48%
Arvest Bank Trust Division7,666$1.01M0.06%
Semanteon Capital Management, LP7,359$967.3K0.66%
Shell Asset Management Co6,975$917.0K0.04%
Philip James Wealth Mangement, LLC6,895$906.3K0.11%
Mangrove Partners6,660$875.5K0.08%
Gsa Capital Partners LLP6,213$817.0K0.06%
Pensionmark Financial Group, LLC6,054$795.8K0.03%
Net Worth Advisory Group5,669$745.1K0.22%
Vinva Investment Management Ltd5,345$700.5K0.03%
Abundance Wealth Counselors5,124$674.0K0.14%
Nicholson Wealth Management Group, LLC5,110$671.7K0.55%
Prelude Capital Management, LLC5,018$659.6K0.05%
Neo Ivy Capital Management4,852$638.0K0.21%
Axq Capital, LP4,702$618.1K0.19%
Keebeck Alpha, LP4,615$606.6K0.39%
Drake & Associates, LLC4,406$579.2K0.19%
Three Seasons Wealth, LLC3,826$502.9K0.26%
Nwam LLC3,791$498.3K0.03%
Morse Asset Management, Inc3,750$492.9K0.11%
Ontario Teachers Pension Plan Board3,719$488.9K0.00%
Counterpoint Mutual Funds LLC3,595$472.6K0.09%
RDA Financial Network3,445$452.8K0.14%
Hodges Capital Management Inc.3,252$427.5K0.03%
Univest Financial Corp3,196$420.2K0.03%
Private Portfolio Partners LLC3,158$415.1K0.08%
iA Global Asset Management Inc.3,099$407.0K0.01%
Fortis Capital Advisors, LLC3,043$400.0K0.13%
Inceptionr LLC2,825$371.3K0.09%
Summit Global Investments2,821$371.0K0.02%
Arete Wealth Advisors, LLC2,741$359.0K0.03%
OneAscent Financial Services LLC2,727$359.0K0.26%
Howard Capital Management Inc.2,699$354.8K0.01%
B&L Asset Management LLC2,694$354.1K0.22%
Pflug Koory, LLC2,661$349.8K0.17%
Eastern Bank2,647$347.9K0.01%
Petrus Trust Company, LTA2,554$335.7K0.03%
Ocean Capital Management, LLC2,518$331.0K0.08%
Dark Forest Capital Management LP2,322$305.2K0.04%
Point72 Asia (Singapore) Pte. Ltd.2,225$292.5K0.05%
West Tower Group, LLC2,200$289.2K0.62%
KG&L Capital Management,LLC2,180$286.6K0.09%
Radnor Capital Management, LLC2,142$282.0K0.04%
ISAM Funds (UK) Ltd2,137$280.9K0.16%
Greenland Capital Management LP2,130$280.0K0.05%
Machina Capital S.A.S.2,124$279.2K0.11%
First Trust Investment Solutions L.P.2,064$271.3K0.03%
Fiducient Advisors LLC2,000$262.9K0.03%
Forza Wealth Management, LLC1,964$258.2K0.12%
Diversified Enterprises, LLC1,912$251.3K0.03%
Private Capital Management LLC1,893$248.8K0.04%
CWA Asset Management Group, LLC1,853$243.6K0.01%
Wolff Financial Management LLC1,815$239.0K0.06%
Meridian Wealth Advisors, LLC1,789$235.2K0.04%
Heritage Oak Wealth Advisors LLC1,749$229.9K0.11%
Portside Wealth Group, LLC1,733$227.8K0.04%
Hirtle Callaghan & Co LLC1,620$212.9K0.01%
Peterson Wealth Services1,618$212.7K0.07%
Evoke Wealth, LLC1,605$211.0K0.01%
Legacy Advisors, LLC1,597$209.9K0.02%
Scarborough Advisors, LLC1,567$205.9K0.03%
BIP Wealth, LLC1,549$203.7K0.01%
Meridian Wealth Management, LLC1,542$202.7K0.01%
Sherbrooke Park Advisers LLC1,537$202.0K0.05%
Cynosure Management, LLC1,529$201.0K0.03%
Old North State Trust, LLC1,531$201.0K0.16%
Silver Oak Securities, Inc1,457$190.9K0.02%
Financiere des Professionnels - Fonds d,investissement inc.1,200$157.7K0.01%

Sold out (123)

Institutions that held Phillips 66 at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 123 by value.

Institutions that sold out of PSX in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Hi-Line Capital Management, LLC96,917$13.7M
FIL Ltd54,403$7.68M
Railway Pension Investments Ltd46,400$6.55M
Jefferies Financial Group Inc.41,975$5.93M
Fiera Capital Corp41,530$5.86M
MUFG Securities EMEA plc34,400$4.86M
Patton Fund Management, Inc.25,900$3.66M
Tudor Investment Corp Et Al22,142$3.13M
Monument Capital Management19,549$2.76M
Brevan Howard Capital Management LP16,370$2.31M
International Assets Investment Management, LLC16,310$2.30M
CTC Alternative Strategies, Ltd.13,600$1.92M
United Services Automobile Association11,878$1.68M
Laurion Capital Management LP10,973$1.55M
Jump Financial, LLC10,949$1.55M
BayBridge Capital Group, LLC9,596$1.35M
VisionPoint Advisory Group, LLC9,578$1.35M
Simplicity Wealth,LLC8,924$1.26M
Oak Hill Wealth Advisors, LLC8,262$1.17M
Covenant Partners, LLC8,014$1.13M
Lake Street Financial LLC7,879$1.11M
Jennison Associates LLC7,561$1.07M
Verdad Advisers, LP7,168$1.01M
Banco Santander, S.A.6,477$914.4K
Park Circle Co6,000$847.0K
Boston Private Wealth LLC5,497$776.1K
Lingohr & Partner Asset Management GmbH5,301$748.0K
Twin Capital Management Inc5,225$737.6K
Sciencast Management LP5,151$727.2K
Baader Bank INC4,897$690.1K
Affinity Investment Advisors, LLC4,798$677.3K
Quantitative Investment Management, LLC4,595$648.0K
Jackson Square Capital, LLC4,269$602.7K
LRT Capital Management, LLC4,230$597.1K
Full Sail Capital, LLC3,935$555.5K
Symmetry Partners, LLC3,898$550.0K
XTX Topco Ltd3,786$534.5K
Triasima Portfolio Management inc.3,595$507.5K
TradeLink Capital LLC3,500$494.0K
Vantage Consulting Group Inc3,403$480.4K
Abacus Planning Group, Inc.3,402$480.3K
Twin Tree Management, LP3,258$459.9K
Beaton Management Co. Inc.3,131$442.0K
Bridgewater Associates, LP3,028$427.5K
Geller Advisors LLC2,961$418.0K
IFG Advisory, LLC2,756$389.1K
Eqis Capital Management, Inc.2,635$371.9K
TrueWealth Advisors, LLC2,620$369.9K
SageView Advisory Group, LLC2,389$337.3K
Cooper Financial Group2,363$333.6K
Alps Advisors Inc2,310$326.1K
Abacus Wealth Partners, LLC2,306$325.5K
Bank Julius Baer & Co. Ltd, Zurich2,014$316.4K
Sustainable Insight Capital Management, LLC2,200$310.6K
Midland Wealth Advisors LLC2,160$304.9K
Choate Investment Advisors1,994$281.5K
Claro Advisors LLC1,931$272.7K
LVW Advisors, LLC1,899$268.1K
GYL Financial Synergies, LLC1,843$260.2K
EPIQ Capital Group, LLC1,824$257.5K
First National Corp1,801$254.2K
Alpha Cubed Investments, LLC1,740$245.6K
Breakwater Capital Group1,715$242.1K
Sageworth Trust Co1,682$237.4K
Beacon Investment Advisory Services, Inc.1,609$227.1K
Edmond de Rothschild Holding S.A.1,606$226.7K
ABLE Financial Group, LLC1,586$224.0K
Wetzel Investment Advisors, Inc.1,364$222.8K
Eagle Ridge Investment Management1,577$222.6K
Wealth Management Associates, Inc.1,561$220.4K
Capital Asset Advisory Services LLC1,657$220.1K
180 Wealth Advisors, LLC1,577$216.0K
Liberty Wealth Management LLC1,515$214.0K
LMG Wealth Partners, LLC1,511$213.3K
WealthShield Partners, LLC1,508$212.9K
Staley Capital Advisers Inc1,500$211.8K
Edge Wealth Management LLC1,500$211.8K
apricus wealth, LLC1,500$211.8K
Trust Co of Oklahoma1,497$211.3K
McAdam, LLC1,495$211.1K
Donaldson Capital Management, LLC1,493$210.8K
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus1,472$207.8K
Traveka Wealth, LLC1,467$207.1K
Financial Security Advisor, Inc.1,464$206.7K
CMG Global Holdings, LLC1,459$206.0K
Smith Anglin Financial, LLC1,459$205.9K
Silvia McColl Wealth Management, LLC1,457$205.7K
One Wealth Advisors, LLC1,518$205.6K
Threadgill Financial, LLC1,452$204.9K
LS Investment Advisors, LLC1,445$204.0K
Embree Financial Group1,444$203.8K
Five Oceans Advisors1,441$203.4K
HTLF Bank1,432$202.2K
Little House Capital LLC1,430$201.9K
William Blair Investment Management, LLC1,428$201.6K
Aldebaran Financial Inc.1,420$200.5K
Tiemann Investment Advisors, LLC1,375$194.1K
Family Firm, Inc.1,243$175.5K
Register Financial Advisors LLC1,082$152.7K
Gradient Investments LLC857$120.9K

Not filed for Q3 2024 yet (22)

Institutions that held Phillips 66 at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.30,841,697$4.35B
Ofi Invest Asset Management242,515$31.9M
Gratus Capital LLC181,408$25.6M
Hyman Charles D169,271$23.9M
Payden & Rygel Investment Group113,100$16.0M
Heritage Trust Co30,550$4.31M
Benjamin F. Edwards & Company, Inc.28,872$4.08M
PFW Advisors LLC19,141$2.70M
Buckingham Strategic Wealth, LLC11,751$1.66M
Karpas Strategies, LLC8,903$1.26M
Relative Value Partners Group, LLC7,879$1.11M
Arvest Trust Co N A7,818$1.10M
Greylin Investment Mangement Inc6,704$946.4K
Institutional & Family Asset Management, LLC6,048$853.8K
Hoylecohen, LLC2,254$318.2K
JJJ Advisors Inc.1,533$216.4K
Greytown Advisors Inc.1,437$202.9K
ICA Group Wealth Management, LLC1,195$168.7K
Spotlight Asset Group, Inc.605$85.4K
Sofos Investments, Inc.397$56.0K
Private Ocean, LLC315$44.5K
Bradley & Co. Private Wealth Management, LLC44$6.21K