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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 5,669 | $745.1K | 0.22% | +5,669 | New |
| AlphaStar Capital Management, LLC | 5,680 | $746.6K | 0.06% | −1,396−19.7% | Reduced |
| Doheny Asset Management | 5,689 | $748.0K | 0.51% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,703 | $749.7K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,703 | $749.7K | 0.00% | +3,030+113.4% | Added |
| Veracity Capital LLC | 5,745 | $755.2K | 0.29% | +12+0.2% | Added |
| Autumn Glory Partners, LLC | 5,740 | $755.7K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,770 | $758.5K | 0.10% | −6−0.1% | Reduced |
| Massmutual Trust Co FSB | 5,770 | $758.5K | 0.02% | −73−1.2% | Reduced |
| Vise Technologies, Inc. | 5,775 | $759.1K | 0.10% | +2,128+58.3% | Added |
| We Are One Seven, LLC | 5,775 | $759.2K | 0.03% | −1,078−15.7% | Reduced |
| Pinnacle Financial Partners Inc | 5,776 | $759.3K | 0.02% | −1,311−18.5% | Reduced |
| Atomi Financial Group, Inc. | 5,800 | $762.5K | 0.05% | +374+6.9% | Added |
| Johnson Financial Group, Inc. | 5,839 | $767.5K | 0.04% | −98−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,850 | $769.0K | 0.06% | −209−3.4% | Reduced |
| Palisade Asset Management, LLC | 5,854 | $769.5K | 0.08% | −24−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 5,856 | $769.8K | 0.15% | −25−0.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,856 | $770.0K | 0.27% | −24−0.4% | Reduced |
| Mission Wealth Management, LP | 5,862 | $770.6K | 0.02% | +773+15.2% | Added |
| Western Financial Corp | 5,882 | $773.2K | 0.44% | +91+1.6% | Added |
| Retirement Planning Co of New England, Inc. | 5,884 | $773.5K | 0.39% | −92−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 5,888 | $774.0K | 0.06% | +1,294+28.2% | Added |
| Citizens Financial Group Inc | 5,898 | $775.2K | 0.02% | +2,206+59.8% | Added |
| Epoch Investment Partners, Inc. | 5,902 | $775.8K | 0.00% | −295−4.8% | Reduced |
| Keynote Financial Services LLC | 5,904 | $776.1K | 0.59% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 5,938 | $780.5K | 0.15% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,993 | $787.8K | 0.21% | +206+3.6% | Added |
| Strategic Financial Services, Inc, | 5,995 | $788.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,011 | $790.2K | 0.24% | −15−0.2% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $791.5K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,054 | $795.8K | 0.09% | −378−5.9% | Reduced |
| Pensionmark Financial Group, LLC | 6,054 | $795.8K | 0.03% | +6,054 | New |
| Aull & Monroe Investment Management Corp | 6,077 | $798.8K | 0.37% | −15−0.2% | Reduced |
| Vanguard Capital Wealth Advisors | 6,088 | $800.2K | 0.84% | +291+5.0% | Added |
| 1st Source Bank | 6,103 | $802.2K | 0.05% | −655−9.7% | Reduced |
| Westhampton Capital, LLC | 6,140 | $807.1K | 0.41% | −468−7.1% | Reduced |
| Bank of Hawaii | 6,155 | $809.1K | 0.03% | −20.0% | Reduced |
| Dearborn Partners LLC | 6,167 | $810.7K | 0.03% | +193+3.2% | Added |
| Invst, LLC | 6,201 | $815.2K | 0.10% | +145+2.4% | Added |
| Gsa Capital Partners LLP | 6,213 | $817.0K | 0.06% | +6,213 | New |
| Virtus ETF Advisers LLC | 6,226 | $818.4K | 0.38% | +949+18.0% | Added |
| First American Trust, FSB | 6,229 | $818.9K | 0.08% | −56,262−90.0% | Reduced |
| Cidel Asset Management Inc | 6,233 | $819.3K | 0.06% | +114+1.9% | Added |
| American Financial Group Inc | 6,250 | $822.0K | 0.35% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,256 | $822.4K | 0.11% | +15+0.2% | Added |
| Garrett Wealth Advisory Group, LLC | 6,265 | $823.5K | 0.20% | +81+1.3% | Added |
| V-Square Quantitative Management LLC | 6,279 | $825.4K | 0.12% | +19+0.3% | Added |
| Cornerstone Wealth Management, LLC | 6,314 | $830.0K | 0.06% | −34−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,436 | $831.1K | 0.03% | −110−1.7% | Reduced |
| Wedmont Private Capital | 6,009 | $832.3K | 0.05% | −1,285−17.6% | Reduced |
| Cookson Peirce & Co Inc | 6,332 | $832.3K | 0.04% | −306,545−98.0% | Reduced |
| Poehling Capital Management, LLC | 6,363 | $836.4K | 0.21% | +3,327+109.6% | Added |
| Sandy Spring Bank | 6,392 | $840.2K | 0.03% | +445+7.5% | Added |
| Adviser Investments LLC | 6,446 | $847.2K | 0.01% | +124+2.0% | Added |
| Strategy Asset Managers LLC | 6,459 | $849.0K | 0.16% | +2,547+65.1% | Added |
| Dynasty Wealth Management, LLC | 6,490 | $853.1K | 0.03% | −2,080−24.3% | Reduced |
| Tyche Wealth Partners LLC | 6,492 | $853.4K | 0.19% | −199−3.0% | Reduced |
| Miller Investment Management, LP | 6,500 | $854.4K | 0.09% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,550 | $861.0K | 0.01% | −850−11.5% | Reduced |
| FCG Investment Co | 6,615 | $869.5K | 0.57% | −1,983−23.1% | Reduced |
| Valmark Advisers, Inc. | 6,621 | $870.3K | 0.01% | +159+2.5% | Added |
| Confluence Wealth Services, Inc. | 6,627 | $871.1K | 0.06% | −21−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,635 | $872.2K | 0.04% | +67+1.0% | Added |
| Birmingham Capital Management Co Inc | 6,653 | $874.5K | 0.32% | +1,002+17.7% | Added |
| Mangrove Partners | 6,660 | $875.5K | 0.08% | +6,660 | New |
| AMJ Financial Wealth Management | 6,666 | $876.2K | 0.25% | −50,510−88.3% | Reduced |
| Private Trust Co NA | 6,683 | $878.5K | 0.09% | −38−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 6,683 | $878.5K | 0.24% | −59−0.9% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $879.0K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,707 | $881.6K | 0.06% | −25−0.4% | Reduced |
| Welch & Forbes LLC | 6,711 | $882.2K | 0.01% | +161+2.5% | Added |
| RFG Advisory, LLC | 6,739 | $885.9K | 0.03% | −2,886−30.0% | Reduced |
| Navalign, LLC | 6,748 | $887.0K | 0.26% | +164+2.5% | Added |
| M&R Capital Management Inc | 6,750 | $887.3K | 0.20% | −2,064−23.4% | Reduced |
| Grimes & Company, Inc. | 6,786 | $892.0K | 0.02% | +38+0.6% | Added |
| Parallax Volatility Advisers, L.P. | 6,817 | $896.1K | 0.02% | −9,238−57.5% | Reduced |
| Cladis Investment Advisory, LLC | 6,836 | $898.6K | 0.62% | 00.0% | Unchanged |
| Busey Wealth Management | 6,842 | $899.4K | 0.03% | −59−0.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,869 | $902.9K | 0.03% | +203+3.0% | Added |
| Philip James Wealth Mangement, LLC | 6,895 | $906.3K | 0.11% | +6,895 | New |
| Hunter Associates Investment Management LLC | 6,911 | $907.0K | 0.14% | −52−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 6,906 | $907.7K | 0.15% | +84+1.2% | Added |
| AMG National Trust Bank | 6,914 | $908.8K | 0.02% | −641−8.5% | Reduced |
| Axxcess Wealth Management, LLC | 6,915 | $909.0K | 0.02% | −2,298−24.9% | Reduced |
| Wealth Advisory Solutions, LLC | 6,917 | $909.2K | 0.25% | +889+14.7% | Added |
| FineMark National Bank & Trust | 6,919 | $909.5K | 0.03% | −125−1.8% | Reduced |
| Schear Investment Advisers, LLC | 6,922 | $909.9K | 0.56% | +428+6.6% | Added |
| WealthTrust Axiom LLC | 6,954 | $914.0K | 0.27% | −132−1.9% | Reduced |
| Connecticut Wealth Management, LLC | 6,961 | $915.0K | 0.04% | −145−2.0% | Reduced |
| Drive Wealth Management, LLC | 6,976 | $917.0K | 0.24% | +3,031+76.8% | Added |
| Shell Asset Management Co | 6,975 | $917.0K | 0.04% | +6,975 | New |
| Mystic Asset Management, Inc. | 6,989 | $918.7K | 0.35% | +33+0.5% | Added |
| Hilltop National Bank | 7,038 | $925.1K | 0.28% | +465+7.1% | Added |
| Aristotle Capital Management, LLC | 7,059 | $927.9K | 0.00% | −275−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,079 | $930.5K | 0.08% | −55−0.8% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $930.7K | 0.21% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $936.6K | 0.59% | −500−6.6% | Reduced |
| IFP Advisors, Inc | 7,180 | $944.0K | 0.03% | +966+15.5% | Added |
| Old National Bancorp | 7,188 | $944.9K | 0.02% | −1,623−18.4% | Reduced |
| MONECO Advisors, LLC | 7,280 | $957.0K | 0.12% | +768+11.8% | Added |