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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 7,283 | $957.0K | 0.07% | +2,013+38.2% | Added |
| Boston Trust Walden Corp | 7,310 | $960.9K | 0.01% | −183−2.4% | Reduced |
| Westwood Holdings Group Inc. | 7,314 | $961.4K | 0.00% | +442+6.4% | Added |
| Peoples Bank | 7,324 | $962.7K | 0.49% | −150−2.0% | Reduced |
| Bridge Creek Capital Management LLC | 7,334 | $964.1K | 0.29% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,339 | $964.7K | 0.09% | +58+0.8% | Added |
| Semanteon Capital Management, LP | 7,359 | $967.3K | 0.66% | +7,359 | New |
| J.W. Cole Advisors, Inc. | 7,383 | $970.5K | 0.04% | −2,609−26.1% | Reduced |
| Valley Brook Capital Group | 7,397 | $972.3K | 0.70% | −199−2.6% | Reduced |
| Forum Financial Management, LP | 7,409 | $973.9K | 0.02% | −153−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 7,443 | $978.4K | 0.14% | −400−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,968 | $983.6K | 0.01% | +3,205+85.2% | Added |
| Heritage Wealth Management, Inc. | 7,483 | $983.6K | 0.32% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 7,504 | $986.4K | 0.07% | −831−10.0% | Reduced |
| South Street Advisors LLC | 7,520 | $988.5K | 0.15% | +350+4.9% | Added |
| Lakeview Capital Partners, LLC | 7,544 | $991.7K | 0.16% | −335−4.3% | Reduced |
| Edge Capital Group, LLC | 7,548 | $992.2K | 0.04% | −57−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 7,551 | $992.6K | 0.02% | +65+0.9% | Added |
| HighPoint Advisor Group LLC | 7,569 | $995.0K | 0.06% | +760+11.2% | Added |
| Aptus Capital Advisors, LLC | 7,587 | $997.3K | 0.02% | −807−9.6% | Reduced |
| Bull Street Advisors, LLC | 7,606 | $1.00M | 0.46% | −125−1.6% | Reduced |
| Arvest Bank Trust Division | 7,666 | $1.01M | 0.06% | +7,666 | New |
| David Loasby | 7,289 | $1.01M | 0.10% | −113−1.5% | Reduced |
| Van Hulzen Asset Management, LLC | 7,706 | $1.01M | 0.07% | −122−1.6% | Reduced |
| Fiduciary Group LLC | 7,782 | $1.02M | 0.10% | −177−2.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,839 | $1.03M | 0.07% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,849 | $1.03M | 0.19% | −521−6.2% | Reduced |
| Belpointe Asset Management LLC | 7,866 | $1.03M | 0.06% | +1,335+20.4% | Added |
| Westmount Partners, LLC | 7,942 | $1.04M | 0.31% | −25−0.3% | Reduced |
| Farther Finance Advisors, LLC | 7,957 | $1.05M | 0.04% | +354+4.7% | Added |
| Institute for Wealth Management, LLC. | 7,983 | $1.05M | 0.13% | +35+0.4% | Added |
| Avidian Wealth Solutions, LLC | 8,039 | $1.06M | 0.05% | −2,178−21.3% | Reduced |
| Cowa, LLC | 8,098 | $1.06M | 0.51% | +78+1.0% | Added |
| Applied Finance Capital Management, LLC | 8,152 | $1.07M | 0.05% | +1,531+23.1% | Added |
| Jupiter Wealth Management LLC | 8,154 | $1.07M | 0.55% | +695+9.3% | Added |
| Tower Research Capital LLC (TRC) | 8,163 | $1.07M | 0.03% | −35,442−81.3% | Reduced |
| BWM Planning, LLC | 8,240 | $1.08M | 0.48% | +8,240 | New |
| NVWM, LLC | 8,255 | $1.09M | 0.28% | −211−2.5% | Reduced |
| Searle & Co. | 8,284 | $1.09M | 0.27% | −2,099−20.2% | Reduced |
| Beck Bode, LLC | 8,286 | $1.09M | 0.20% | −1,130−12.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,301 | $1.09M | 0.23% | +609+7.9% | Added |
| Intrua Financial, LLC | 8,330 | $1.10M | 0.18% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 8,332 | $1.10M | 0.17% | +1,074+14.8% | Added |
| Bank Ozk | 8,334 | $1.10M | 0.45% | +453+5.7% | Added |
| GAMMA Investing LLC | 8,343 | $1.10M | 0.11% | +1,479+21.5% | Added |
| Capital Advisors Wealth Management, LLC | 8,346 | $1.10M | 0.20% | +141+1.7% | Added |
| Groupama Asset Managment | 10,440 | $1.10M | 0.03% | +166+1.6% | Added |
| Peapack Gladstone Financial Corp | 8,396 | $1.10M | 0.02% | −1,031−10.9% | Reduced |
| Prudential PLC | 8,489 | $1.12M | 0.01% | +2,270+36.5% | Added |
| Chelsea Counsel Co | 8,585 | $1.13M | 0.56% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,595 | $1.13M | 0.03% | −332−3.7% | Reduced |
| Glenview Trust Co | 8,630 | $1.13M | 0.02% | +716+9.0% | Added |
| Two Sigma Securities, LLC | 8,633 | $1.13M | 0.09% | −1,850−17.6% | Reduced |
| Patten Group, Inc. | 8,670 | $1.14M | 0.25% | −198−2.2% | Reduced |
| Argent Trust Co | 8,680 | $1.14M | 0.05% | −35−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 8,682 | $1.14M | 0.06% | −116−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 8,683 | $1.14M | 0.07% | −93−1.1% | Reduced |
| Creekmur Asset Management LLC | 8,698 | $1.14M | 0.27% | −820−8.6% | Reduced |
| Private Capital Management, LLC | 8,794 | $1.16M | 0.13% | +1,130+14.7% | Added |
| Mather Group, LLC. | 8,814 | $1.16M | 0.01% | −14,181−61.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,314 | $1.17M | 0.44% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,936 | $1.17M | 0.07% | +62+0.7% | Added |
| Barry Investment Advisors, LLC | 8,947 | $1.18M | 0.36% | −883−9.0% | Reduced |
| Fairfield, Bush & Co. | 8,964 | $1.18M | 0.70% | −244−2.6% | Reduced |
| Buckingham Strategic Partners | 8,974 | $1.18M | 0.02% | +834+10.2% | Added |
| Lokken Investment Group LLC | 9,053 | $1.19M | 0.50% | +699+8.4% | Added |
| Global Retirement Partners, LLC | 9,092 | $1.20M | 0.04% | −134−1.5% | Reduced |
| Lee Danner & Bass Inc | 9,096 | $1.20M | 0.08% | −330−3.5% | Reduced |
| Scotia Capital Inc. | 9,113 | $1.20M | 0.01% | −415−4.4% | Reduced |
| Ingalls & Snyder LLC | 9,127 | $1.20M | 0.05% | −1,038−10.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,137 | $1.20M | 0.25% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 9,200 | $1.21M | 0.05% | +600+7.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,212 | $1.21M | 0.47% | +3,114+51.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,216 | $1.21M | 0.05% | −306−3.2% | Reduced |
| Delta Financial Advisors LLC | 9,222 | $1.21M | 0.44% | −174−1.9% | Reduced |
| Verdence Capital Advisors LLC | 9,227 | $1.21M | 0.10% | +537+6.2% | Added |
| Csenge Advisory Group | 8,946 | $1.22M | 0.06% | +428+5.0% | Added |
| Parcion Private Wealth LLC | 9,281 | $1.22M | 0.10% | +56+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 9,299 | $1.22M | 0.05% | −55−0.6% | Reduced |
| Acadian Asset Management LLC | 9,366 | $1.23M | 0.00% | −10,168−52.1% | Reduced |
| Walleye Trading LLC | 9,369 | $1.23M | 0.03% | +5,906+170.5% | Added |
| Beacon Investment Advisors LLC | 9,399 | $1.24M | 0.58% | +16+0.2% | Added |
| JBR Co Financial Management Inc | 9,435 | $1.24M | 0.81% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,552 | $1.26M | 0.03% | −99−1.0% | Reduced |
| Ramirez Asset Management, Inc. | 9,562 | $1.26M | 0.24% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 9,582 | $1.26M | 0.14% | +9,582 | New |
| J. W. Coons Advisors, LLC | 9,598 | $1.26M | 0.31% | +25+0.3% | Added |
| AIA Group Ltd | 9,600 | $1.26M | 0.03% | +800+9.1% | Added |
| Summit Trail Advisors, LLC | 9,604 | $1.26M | 0.03% | +1,464+18.0% | Added |
| Equitable Holdings, Inc. | 9,631 | $1.27M | 0.01% | +24+0.2% | Added |
| CWC Advisors, LLC. | 9,651 | $1.27M | 1.25% | +9,651 | New |
| Signaturefd, LLC | 9,655 | $1.27M | 0.02% | −801−7.7% | Reduced |
| Alta Capital Management LLC | 9,656 | $1.27M | 0.08% | +25+0.3% | Added |
| Wimmer Associates 1, LLC | 9,665 | $1.27M | 0.62% | +370+4.0% | Added |
| CAPROCK Group, Inc. | 9,694 | $1.27M | 0.05% | +127+1.3% | Added |
| Paradigm Asset Management Co LLC | 9,700 | $1.28M | 0.33% | 00.0% | Unchanged |
| Diversified Trust Co | 9,750 | $1.28M | 0.03% | −5,950−37.9% | Reduced |
| Integrated Wealth Concepts LLC | 9,769 | $1.28M | 0.02% | −97−1.0% | Reduced |
| Accordant Advisory Group Inc | 9,848 | $1.29M | 1.03% | +2,048+26.3% | Added |
| WCM Investment Management, LLC | 9,890 | $1.30M | 0.00% | +7,480+310.4% | Added |