Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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, Q3 2024

Institutional positions in Phillips 66 as of Sep 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: 1,775; +10 vs. Q2 2024
Shares held: 303.1M; +21.5M (+7.6%) vs. Q2 2024
Total value: $39.8B; +$119.9M (+0.3%) vs. Q2 2024
New holders: 133; 611 more added
Sold out: 123; 681 more reduced

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,775 institutions

Value heldQ3 2024: $39.8B

Institutions holding PSX and their total value by quarter
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, Q3 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2024.

Institutions holding PSX in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
St. Johns Investment Management Company, LLC	1	$131	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	1	$132	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	1	$132	0.00%	+1	New
First Personal Financial Services	2	$263	0.00%	+2	New
Rakuten Securities, Inc.	5	$657	0.00%	−15−75.0%	Reduced
Tucker Asset Management LLC	5	$657	0.00%	−2−28.6%	Reduced
LMR Partners LLP	5	$657	0.00%	+5	New
Darwin Advisors, LLC	5	$657	0.00%	+5	New
ClariVest Asset Management LLC	6	$836	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	8	$1.05K	0.00%	00.0%	Unchanged
Fairman Group, LLC	8	$1.05K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	9	$1.17K	0.00%	+9	New
VitalStone Financial, LLC	10	$1.31K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	10	$1.31K	0.00%	00.0%	Unchanged
Caitlin John, LLC	14	$1.82K	0.00%	−285−95.3%	Reduced
Ridgewood Investments LLC	14	$1.84K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	14	$1.84K	0.00%	+14	New
Disciplined Equity Management, Inc.	15	$1.97K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	19	$2.00K	0.00%	+19	New
Stone House Investment Management, LLC	16	$2.04K	0.00%	00.0%	Unchanged
Country Trust Bank	19	$2.50K	0.00%	−48−71.6%	Reduced
True Wealth Design, LLC	19	$2.50K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$2.63K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	21	$2.76K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	30	$3.00K	0.00%	00.0%	Unchanged
WealthCollab, LLC	24	$3.15K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	25	$3.29K	0.00%	00.0%	Unchanged
Trivant Custom Portfolio Group, LLC	25	$3.29K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	26	$3.42K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	28	$3.68K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	30	$3.94K	0.00%	00.0%	Unchanged
Pacific Capital Wealth Advisors, Inc	30	$3.94K	0.00%	−92−75.4%	Reduced
Cetera Trust Company, N.A	30	$3.94K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$4.00K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	36	$4.00K	0.00%	00.0%	Unchanged
Tidemark, LLC	31	$4.08K	0.00%	00.0%	Unchanged
Copley Financial Group, Inc.	31	$4.08K	0.00%	+31	New
Highline Wealth Partners LLC	33	$4.36K	0.00%	−29−46.8%	Reduced
Maryland Capital Advisors Inc.	42	$5.52K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	42	$5.52K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	43	$5.65K	0.00%	00.0%	Unchanged
Hobbs Group Advisors, LLC	44	$5.78K	0.00%	00.0%	Unchanged
Capital Performance Advisors LLP	48	$6.37K	0.00%	+48	New
Financial Freedom, LLC	50	$6.57K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	50	$6.62K	0.00%	+50	New
Anfield Capital Management, LLC	53	$6.97K	0.00%	00.0%	Unchanged
Red Tortoise LLC	56	$7.36K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	57	$7.49K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	57	$7.49K	0.00%	+4+7.5%	Added
Financial Perspectives, Inc	63	$8.28K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	69	$9.07K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	71	$9.30K	0.00%	+47+195.8%	Added
Raffa Wealth Management, LLC	74	$9.73K	0.00%	−44−37.3%	Reduced
Keener Financial Planning LLC	82	$10.0K	0.01%	00.0%	Unchanged
Planning Capital Management Corp	78	$10.3K	0.01%	+36+85.7%	Added
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	80	$10.5K	0.03%	00.0%	Unchanged
University of Texas/Texas Am Investment Managment Co	81	$10.6K	0.00%	−115−58.7%	Reduced
Alpine Bank Wealth Management	83	$10.9K	0.00%	+83	New
Valued Wealth Advisors LLC	85	$11.2K	0.01%	−37−30.3%	Reduced
HighMark Wealth Management LLC	85	$11.2K	0.01%	+1+1.2%	Added
Pineridge Advisors LLC	85	$11.2K	0.00%	00.0%	Unchanged
Central Pacific Bank - Trust Division	89	$11.7K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	91	$12.0K	0.00%	+91	New
First Financial Corp	95	$12.5K	0.01%	00.0%	Unchanged
Barrett & Company, Inc.	100	$13.1K	0.01%	00.0%	Unchanged
Creative Capital Management Investments LLC	100	$13.1K	0.01%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	100	$13.1K	0.01%	00.0%	Unchanged
Bogart Wealth, LLC	100	$13.1K	0.00%	+35+53.8%	Added
BFSG, LLC	103	$13.5K	0.00%	00.0%	Unchanged
Abound Wealth Management	105	$13.8K	0.00%	+14+15.4%	Added
Sachetta, LLC	105	$13.8K	0.01%	−15−12.5%	Reduced
LGT Financial Advisors LLC	106	$13.9K	0.03%	+1+1.0%	Added
Westend Capital Management, LLC	106	$13.9K	0.00%	+86+430.0%	Added
Roble, Belko & Company, Inc	110	$14.0K	0.00%	00.0%	Unchanged
First Community Trust NA	111	$14.6K	0.01%	00.0%	Unchanged
Richardson Capital Management LLC	115	$15.1K	0.01%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	116	$15.2K	0.00%	−2−1.7%	Reduced
Truvestments Capital LLC	118	$15.5K	0.00%	+118	New
Peterson Financial Group, Inc.	125	$16.4K	0.06%	+125	New
Harvest Fund Management Co., Ltd	133	$17.0K	0.00%	−421−76.0%	Reduced
Strengthening Families & Communities, LLC	132	$17.3K	0.00%	+1+0.8%	Added
Stephens Consulting, LLC	133	$17.5K	0.00%	00.0%	Unchanged
MeadowBrook Investment Advisors LLC	137	$18.0K	0.02%	00.0%	Unchanged
Northwest Bank & Trust Co	138	$18.1K	0.01%	00.0%	Unchanged
Clear Investment Research, LLC	139	$18.3K	0.02%	00.0%	Unchanged
Fairscale Capital, LLC	143	$18.7K	0.02%	+1+0.7%	Added
Horizon Bancorp Inc	144	$19.0K	0.01%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	145	$19.1K	0.00%	−36−19.9%	Reduced
Burkett Financial Services, LLC	146	$19.2K	0.01%	+26+21.7%	Added
TruNorth Capital Management, LLC	150	$19.7K	0.01%	00.0%	Unchanged
Lummis Asset Management, LP	150	$19.7K	0.02%	00.0%	Unchanged
Wolff Wiese Magana LLC	159	$20.9K	0.01%	00.0%	Unchanged
Atticus Wealth Management, LLC	160	$21.0K	0.01%	00.0%	Unchanged
Legacy Bridge, LLC	161	$21.2K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	162	$21.3K	0.01%	+2+1.3%	Added
SOA Wealth Advisors, LLC.	166	$21.8K	0.00%	+1+0.6%	Added
Authentikos Wealth Advisory, LLC	167	$22.0K	0.02%	+167	New
Lagoda Investment Management, L.P.	170	$22.3K	0.01%	00.0%	Unchanged
Byrne Asset Management LLC	173	$22.7K	0.02%	00.0%	Unchanged
Redmont Wealth Advisors LLC	174	$22.9K	0.04%	00.0%	Unchanged