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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 21,655 | $2.85M | 0.07% | −1,639−7.0% | Reduced |
| La Banque Postale Asset Management SA | 21,681 | $2.85M | 0.04% | −6,748−23.7% | Reduced |
| Financial Counselors Inc | 22,080 | $2.90M | 0.04% | −259−1.2% | Reduced |
| Brookstone Capital Management | 22,127 | $2.91M | 0.04% | −498−2.2% | Reduced |
| Magnetar Financial LLC | 22,223 | $2.92M | 0.06% | +22,223 | New |
| Americana Partners, LLC | 22,422 | $2.95M | 0.20% | +530+2.4% | Added |
| Infrastructure Capital Advisors, LLC | 22,490 | $2.96M | 0.42% | +10,058+80.9% | Added |
| Stock Yards Bank & Trust Co | 22,768 | $2.99M | 0.10% | −646−2.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,788 | $3.00M | 0.09% | +398+1.8% | Added |
| Securian Asset Management, Inc | 23,149 | $3.04M | 0.09% | −1,228−5.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 23,290 | $3.06M | 0.06% | −840−3.5% | Reduced |
| Metis Global Partners, LLC | 23,303 | $3.06M | 0.10% | +2,076+9.8% | Added |
| Prime Capital Investment Advisors, LLC | 23,398 | $3.08M | 0.04% | −157−0.7% | Reduced |
| Richard Bernstein Advisors LLC | 23,493 | $3.09M | 0.07% | 00.0% | Unchanged |
| M&G Plc | 23,616 | $3.09M | 0.02% | −1,890−7.4% | Reduced |
| Davenport & Co LLC | 23,544 | $3.09M | 0.02% | +228+1.0% | Added |
| Louisiana State Employees Retirement System | 23,600 | $3.10M | 0.06% | −400−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 24,357 | $3.12M | 0.60% | +80.0% | Added |
| Rakuten Investment Management, Inc. | 23,817 | $3.12M | 0.02% | +5,713+31.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 23,851 | $3.14M | 0.95% | −412−1.7% | Reduced |
| River Wealth Advisors LLC | 23,948 | $3.15M | 0.42% | −1,088−4.3% | Reduced |
| Garrison Asset Management, LLC | 23,969 | $3.15M | 1.60% | −524−2.1% | Reduced |
| TownSquare Capital, LLC | 24,125 | $3.17M | 0.04% | +1,427+6.3% | Added |
| Ameritas Investment Partners, Inc. | 24,221 | $3.18M | 0.10% | −2,550−9.5% | Reduced |
| Martin Capital Partners, LLC | 24,226 | $3.18M | 1.57% | −8,596−26.2% | Reduced |
| Maryland State Retirement & Pension System | 24,264 | $3.19M | 0.07% | −8,757−26.5% | Reduced |
| Jones Financial Companies LLLP | 24,344 | $3.19M | 0.00% | +8,174+50.6% | Added |
| Commerzbank Aktiengesellschaft | 24,300 | $3.19M | 0.09% | +651+2.8% | Added |
| 1832 Asset Management L.P. | 24,408 | $3.21M | 0.01% | −3,702−13.2% | Reduced |
| Bremer Bank National Association | 24,639 | $3.24M | 0.61% | −173−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 24,696 | $3.25M | 0.12% | −483−1.9% | Reduced |
| Equitable Trust Co | 24,837 | $3.26M | 0.21% | +833+3.5% | Added |
| Independent Advisor Alliance | 24,985 | $3.28M | 0.12% | −8,625−25.7% | Reduced |
| HRT Financial LP | 25,392 | $3.34M | 0.02% | −138,768−84.5% | Reduced |
| Cardinal Capital Management | 25,438 | $3.34M | 0.52% | +344+1.4% | Added |
| Atria Investments LLC | 25,485 | $3.35M | 0.04% | −8,254−24.5% | Reduced |
| Fundamentun, LLC | 25,525 | $3.36M | 0.23% | +486+1.9% | Added |
| Herold Advisors, Inc. | 25,535 | $3.36M | 0.73% | +444+1.8% | Added |
| Quarry LP | 25,598 | $3.36M | 1.03% | +3,449+15.6% | Added |
| UniSuper Management Pty Ltd | 26,085 | $3.43M | 0.03% | +1,881+7.8% | Added |
| Quantinno Capital Management LP | 26,098 | $3.43M | 0.04% | +6,841+35.5% | Added |
| Principle Wealth Partners LLC | 26,147 | $3.44M | 0.24% | −80−0.3% | Reduced |
| Hilltop Holdings Inc. | 26,281 | $3.45M | 0.23% | +19,733+301.4% | Added |
| Hartford Investment Management Co | 26,331 | $3.46M | 0.11% | −805−3.0% | Reduced |
| Synovus Financial Corp | 26,554 | $3.49M | 0.04% | +5,376+25.4% | Added |
| Strategic Planning Group, LLC | 26,717 | $3.51M | 0.69% | +1,802+7.2% | Added |
| Tocqueville Asset Management L.P. | 26,728 | $3.51M | 0.06% | −918−3.3% | Reduced |
| Atria Wealth Solutions, Inc. | 26,799 | $3.52M | 0.04% | −1,676−5.9% | Reduced |
| Algert Global LLC | 26,983 | $3.55M | 0.10% | +26,983 | New |
| Mizuho Securities USA LLC | 27,142 | $3.57M | 0.08% | −5,542−17.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,283 | $3.59M | 0.06% | −14,085−34.0% | Reduced |
| TD Private Client Wealth LLC | 27,407 | $3.60M | 0.10% | −1,778−6.1% | Reduced |
| Citizens National Bank Trust Department | 27,584 | $3.63M | 0.76% | −460−1.6% | Reduced |
| Cary Street Partners Asset Management LLC | 27,681 | $3.64M | 0.48% | −250−0.9% | Reduced |
| Riverview Capital Advisers, LLC | 27,975 | $3.68M | 1.13% | +100+0.4% | Added |
| Central Trust Co | 28,085 | $3.69M | 0.09% | −592−2.1% | Reduced |
| Parsons Capital Management Inc | 28,099 | $3.69M | 0.23% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 28,257 | $3.71M | 0.39% | +2,038+7.8% | Added |
| Sequoia Financial Advisors, LLC | 28,296 | $3.72M | 0.04% | +8,110+40.2% | Added |
| Ellerson Group Inc | 28,499 | $3.75M | 2.94% | +501+1.8% | Added |
| CWM, LLC | 28,618 | $3.76M | 0.02% | +5,350+23.0% | Added |
| Prospera Financial Services Inc | 29,040 | $3.82M | 0.10% | +1,849+6.8% | Added |
| Kentucky Retirement Systems | 29,160 | $3.83M | 0.11% | −2,787−8.7% | Reduced |
| Gladstone Institutional Advisory LLC | 29,194 | $3.84M | 0.19% | +3,809+15.0% | Added |
| Kovitz Investment Group Partners, LLC | 37,200 | $3.85M | 0.03% | +12,925+53.2% | Added |
| Baxter Bros Inc | 29,787 | $3.92M | 0.51% | −1,065−3.5% | Reduced |
| Johnson Investment Counsel Inc | 30,059 | $3.95M | 0.04% | +2,412+8.7% | Added |
| Candriam Luxembourg S.C.A. | 30,062 | $3.95M | 0.02% | +3,246+12.1% | Added |
| Virginia Wealth Management Group, Inc. | 30,067 | $3.95M | 2.48% | +5,604+22.9% | Added |
| Benjamin Edwards Inc | 30,072 | $3.95M | 0.06% | +25,495+557.0% | Added |
| Tweedy, Browne Co LLC | 30,228 | $3.97M | 0.19% | 00.0% | Unchanged |
| Bessemer Group Inc | 30,560 | $4.01M | 0.01% | −1,100−3.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 30,651 | $4.03M | 0.01% | −4,088−11.8% | Reduced |
| Glass Wealth Management Co LLC | 30,739 | $4.04M | 2.23% | +1,295+4.4% | Added |
| Resources Investment Advisors, LLC. | 30,826 | $4.05M | 0.05% | −2,593−7.8% | Reduced |
| Cubist Systematic Strategies, LLC | 30,843 | $4.05M | 0.06% | +30,843 | New |
| Kerusso Capital Management LLC | 30,936 | $4.07M | 2.58% | +1,858+6.4% | Added |
| Ashton Thomas Private Wealth, LLC | 30,945 | $4.07M | 0.22% | −128−0.4% | Reduced |
| Burney Co | 31,012 | $4.08M | 0.14% | +4,484+16.9% | Added |
| Pacer Advisors, Inc. | 31,027 | $4.08M | 0.01% | −3,245−9.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 31,252 | $4.11M | 0.00% | −1,267,825−97.6% | Reduced |
| Vontobel Holding Ltd. | 31,424 | $4.13M | 0.01% | +19,842+171.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 31,584 | $4.15M | 0.35% | −643−2.0% | Reduced |
| McDonald Partners LLC | 31,620 | $4.16M | 1.04% | −466−1.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $4.16M | 1.08% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 32,274 | $4.24M | 0.78% | −229−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 32,355 | $4.25M | 0.62% | +958+3.1% | Added |
| Canal Insurance CO | 32,500 | $4.27M | 1.00% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 32,565 | $4.28M | 1.07% | +3,004+10.2% | Added |
| Fifth Third Bancorp | 32,570 | $4.28M | 0.02% | +1,143+3.6% | Added |
| Lockheed Martin Investment Management Co | 32,600 | $4.29M | 0.20% | +32,600 | New |
| CIBC World Markets Inc. | 32,639 | $4.29M | 0.01% | +1,520+4.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,641 | $4.29M | 0.11% | −669−2.0% | Reduced |
| Northeast Financial Consultants Inc | 32,720 | $4.30M | 0.19% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 32,983 | $4.34M | 0.00% | +5,899+21.8% | Added |
| First American Bank | 33,021 | $4.34M | 0.31% | −659−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 32,747 | $4.35M | 0.04% | +2,905+9.7% | Added |
| Community Bank & Trust, Waco, Texas | 33,128 | $4.36M | 0.98% | +611+1.9% | Added |
| Gulf International Bank (UK) Ltd | 33,579 | $4.41M | 0.11% | −1,468−4.2% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.44M | 3.12% | 00.0% | Unchanged |