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
- 1,774
- +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
- 610 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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 14,785 | $1.94M | 0.05% | −3,105−17.4% | Reduced |
| Ieq Capital, LLC | 14,875 | $1.96M | 0.02% | −262−1.7% | Reduced |
| Veriti Management LLC | 14,903 | $1.96M | 0.11% | −398−2.6% | Reduced |
| Crescent Sterling, Ltd. | 14,934 | $1.96M | 1.87% | −27−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 15,028 | $1.98M | 0.09% | −44,482−74.7% | Reduced |
| William B. Walkup & Associates, Inc. | 15,034 | $1.98M | 1.22% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 15,057 | $1.98M | 0.17% | +690+4.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,073 | $1.98M | 0.08% | −522−3.3% | Reduced |
| Mediolanum International Funds Ltd | 15,150 | $1.98M | 0.03% | −4,729−23.8% | Reduced |
| NewEdge Wealth, LLC | 15,118 | $1.99M | 0.04% | +30.0% | Added |
| Haverford Trust Co | 15,158 | $1.99M | 0.02% | −298−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 15,178 | $2.00M | 0.17% | −367−2.4% | Reduced |
| Stephens Inc | 15,221 | $2.00M | 0.03% | +232+1.5% | Added |
| Hendley & Co Inc | 15,270 | $2.01M | 0.70% | 00.0% | Unchanged |
| Omers Administration Corp | 15,289 | $2.01M | 0.02% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 15,362 | $2.02M | 0.46% | +628+4.3% | Added |
| Banque Cantonale Vaudoise | 15,446 | $2.03M | 0.08% | −12,946−45.6% | Reduced |
| Great Valley Advisor Group, Inc. | 15,499 | $2.04M | 0.05% | +267+1.8% | Added |
| First Manhattan Co | 15,533 | $2.04M | 0.01% | −3,111−16.7% | Reduced |
| Promethium Advisors,llc | 15,545 | $2.04M | 1.44% | +15,545 | New |
| Paloma Partners Management Co | 15,638 | $2.06M | 0.11% | −16,796−51.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,684 | $2.06M | 0.06% | +14,350+1,075.7% | Added |
| Federation des caisses Desjardins du Quebec | 15,775 | $2.07M | 0.01% | −7,579−32.5% | Reduced |
| Terry L. Blaker | 15,796 | $2.08M | 0.08% | +2,449+18.3% | Added |
| IHT Wealth Management, LLC | 15,777 | $2.08M | 0.06% | +3,866+32.5% | Added |
| Wilkins Investment Counsel Inc | 16,178 | $2.13M | 0.29% | −1,000−5.8% | Reduced |
| Everett Harris & Co | 16,178 | $2.13M | 0.03% | −475−2.9% | Reduced |
| TBH Global Asset Management, LLC | 16,192 | $2.13M | 0.46% | +40+0.2% | Added |
| Principal Securities, Inc. | 16,255 | $2.14M | 0.05% | −178−1.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,308 | $2.14M | 0.04% | +124+0.8% | Added |
| Vestcor Inc | 16,417 | $2.16M | 0.07% | −592−3.5% | Reduced |
| Neville Rodie & Shaw Inc | 16,552 | $2.18M | 0.16% | −4,520−21.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,638 | $2.19M | 0.15% | +425+2.6% | Added |
| Hancock Whitney Corp | 16,671 | $2.19M | 0.07% | −425−2.5% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.20M | 0.34% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 16,803 | $2.21M | 0.03% | −653−3.7% | Reduced |
| Carret Asset Management, LLC | 16,838 | $2.21M | 0.24% | −400−2.3% | Reduced |
| Fernwood Investment Management, LLC | 16,887 | $2.22M | 0.72% | −318−1.8% | Reduced |
| Community Bank, N.A. | 16,977 | $2.23M | 0.28% | +632+3.9% | Added |
| Keystone Wealth Services, LLC | 17,283 | $2.27M | 0.63% | −374−2.1% | Reduced |
| Moser Wealth Advisors, LLC | 17,412 | $2.29M | 1.19% | +358+2.1% | Added |
| HBK Sorce Advisory LLC | 17,431 | $2.29M | 0.07% | −353−2.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,452 | $2.29M | 0.08% | +548+3.2% | Added |
| Auxier Asset Management | 17,470 | $2.30M | 0.34% | −10−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 17,548 | $2.31M | 0.13% | +89+0.5% | Added |
| Tiaa Trust, National Association | 17,627 | $2.32M | 0.01% | +53+0.3% | Added |
| RSM US Wealth Management LLC | 17,578 | $2.34M | 0.03% | +679+4.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,789 | $2.34M | 0.64% | +2,122+13.5% | Added |
| Convergence Investment Partners, LLC | 17,811 | $2.34M | 0.63% | −345−1.9% | Reduced |
| XML Financial, LLC | 17,839 | $2.34M | 0.22% | +747+4.4% | Added |
| AE Wealth Management LLC | 18,077 | $2.38M | 0.02% | −3,141−14.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,322 | $2.41M | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 18,340 | $2.41M | 0.09% | −1,267−6.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,407 | $2.42M | 1.13% | +560+3.1% | Added |
| Alberta Investment Management Corp | 18,500 | $2.43M | 0.02% | +18,500 | New |
| NorthCrest Asset Manangement, LLC | 18,509 | $2.43M | 0.07% | +37+0.2% | Added |
| Brinker Capital Investments, LLC | 18,542 | $2.44M | 0.02% | −4,247−18.6% | Reduced |
| Orion Portfolio Solutions, LLC | 18,542 | $2.44M | 0.02% | −4,247−18.6% | Reduced |
| Qsemble Capital Management, LP | 18,591 | $2.44M | 0.45% | +18,591 | New |
| Snowden Capital Advisors LLC | 18,641 | $2.45M | 0.07% | −42−0.2% | Reduced |
| SWS Partners | 18,662 | $2.45M | 0.78% | −6,100−24.6% | Reduced |
| Argyle Capital Management Inc. | 18,786 | $2.47M | 0.98% | +940+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 18,831 | $2.48M | 0.03% | −246−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,909 | $2.49M | 0.15% | −7,481−28.3% | Reduced |
| Wedbush Securities Inc | 18,916 | $2.49M | 0.09% | −1,829−8.8% | Reduced |
| City Holding Co | 19,059 | $2.51M | 0.35% | −500−2.6% | Reduced |
| Somerset Trust Co | 19,190 | $2.52M | 0.94% | −168−0.9% | Reduced |
| Empirical Finance, LLC | 19,236 | $2.53M | 0.15% | +261+1.4% | Added |
| Norinchukin Bank, The | 19,384 | $2.55M | 0.06% | +3,516+22.2% | Added |
| Red Cedar Investment Management, LLC | 11,596 | $2.58M | 0.33% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 19,684 | $2.59M | 0.22% | +654+3.4% | Added |
| DCM Advisors, LLC | 19,745 | $2.60M | 1.31% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 19,771 | $2.60M | 0.03% | +1,013+5.4% | Added |
| Intrust Bank NA | 19,860 | $2.61M | 0.26% | +452+2.3% | Added |
| Summit Financial, LLC | 19,863 | $2.61M | 0.10% | −5,401−21.4% | Reduced |
| NEOS Investment Management LLC | 19,866 | $2.61M | 0.08% | +4,060+25.7% | Added |
| Hartford Financial Management Inc. | 19,903 | $2.62M | 0.53% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,969 | $2.62M | 0.87% | +129+0.7% | Added |
| Patten & Patten Inc | 20,141 | $2.65M | 0.18% | −55−0.3% | Reduced |
| Regions Financial Corp | 20,161 | $2.65M | 0.02% | +306+1.5% | Added |
| Cheviot Value Management, LLC | 20,164 | $2.65M | 0.50% | −1,138−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 20,369 | $2.68M | 0.04% | +991+5.1% | Added |
| First Nebraska Trust Co | 20,392 | $2.68M | 0.26% | −345−1.7% | Reduced |
| MAI Capital Management | 20,484 | $2.69M | 0.03% | −1,201−5.5% | Reduced |
| Concurrent Investment Advisors, LLC | 20,574 | $2.70M | 0.08% | +865+4.4% | Added |
| Azzad Asset Management Inc | 20,600 | $2.71M | 0.30% | +1,654+8.7% | Added |
| Silvercrest Asset Management Group LLC | 20,618 | $2.71M | 0.02% | −320−1.5% | Reduced |
| National Asset Management, Inc. | 20,305 | $2.71M | 0.08% | −7,983−28.2% | Reduced |
| Becker Capital Management Inc | 20,683 | $2.72M | 0.09% | +80.0% | Added |
| New Mexico Educational Retirement Board | 20,728 | $2.73M | 0.09% | −1,400−6.3% | Reduced |
| Crossmark Global Holdings, Inc. | 20,871 | $2.74M | 0.05% | −49,669−70.4% | Reduced |
| Wisconsin Capital Management LLC | 20,875 | $2.74M | 1.44% | −4,455−17.6% | Reduced |
| Mattern Wealth Management LLC | 20,907 | $2.75M | 0.60% | −13,715−39.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,126 | $2.78M | 0.12% | +418+2.0% | Added |
| Rockline Wealth Management, LLC | 21,230 | $2.79M | 0.79% | +839+4.1% | Added |
| Cyndeo Wealth Partners, LLC | 21,258 | $2.79M | 0.20% | −53−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 21,352 | $2.81M | 0.21% | +346+1.6% | Added |
| Profund Advisors LLC | 21,385 | $2.81M | 0.11% | −1,113−4.9% | Reduced |
| Teza Capital Management LLC | 21,439 | $2.82M | 0.31% | +21,439 | New |
| Toroso Investments, LLC | 21,523 | $2.83M | 0.03% | +2,274+11.8% | Added |