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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 33,858 | $4.45M | 0.08% | −31,119−47.9% | Reduced |
| Level Four Advisory Services, LLC | 36,631 | $4.46M | 0.19% | +26+0.1% | Added |
| Chatham Capital Group, Inc. | 33,980 | $4.47M | 0.73% | −115−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,188 | $4.48M | 0.02% | −2,521−6.9% | Reduced |
| Unigestion Holding SA | 34,231 | $4.50M | 0.22% | +30,105+729.6% | Added |
| Quantbot Technologies LP | 34,319 | $4.51M | 0.18% | +34,319 | New |
| Private Advisor Group, LLC | 34,915 | $4.59M | 0.03% | −8,104−18.8% | Reduced |
| Viking Fund Management LLC | 35,000 | $4.60M | 0.75% | +13,000+59.1% | Added |
| Trajan Wealth LLC | 35,217 | $4.63M | 0.27% | +3,839+12.2% | Added |
| Argent Financial Group, Inc. | 35,374 | $4.65M | 0.55% | +35,374 | New |
| Pinnacle Associates Ltd | 34,961 | $4.65M | 0.08% | +306+0.9% | Added |
| Oregon Public Employees Retirement Fund | 35,779 | $4.70M | 0.09% | −596−1.6% | Reduced |
| Invesco, LLC | 35,906 | $4.72M | 1.88% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 36,083 | $4.74M | 0.04% | −377−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,810 | $4.84M | 0.05% | −2,630−6.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 36,810 | $4.84M | 0.05% | +36,810 | New |
| Shorepoint Capital Partners LLC | 37,030 | $4.87M | 1.11% | −1,189−3.1% | Reduced |
| Brady Family Wealth, LLC | 37,047 | $4.87M | 1.46% | −219−0.6% | Reduced |
| Mackenzie Financial Corp | 37,206 | $4.89M | 0.01% | +198+0.5% | Added |
| Cozad Asset Management Inc | 37,283 | $4.90M | 0.47% | −3,099−7.7% | Reduced |
| Quotient Wealth Partners, LLC | 37,364 | $4.91M | 0.16% | −2,646−6.6% | Reduced |
| JustInvest LLC | 37,480 | $4.93M | 0.08% | +665+1.8% | Added |
| Ancora Advisors, LLC | 37,525 | $4.93M | 0.11% | −3,318−8.1% | Reduced |
| Beacon Financial Group | 37,537 | $4.93M | 0.53% | −968−2.5% | Reduced |
| HM Payson & Co | 37,554 | $4.94M | 0.08% | +224+0.6% | Added |
| Colonial Trust Co | 37,587 | $4.94M | 0.76% | −100.0% | Reduced |
| Rothschild Investment LLC | 38,118 | $5.01M | 0.33% | −375−1.0% | Reduced |
| Bokf, NA | 36,502 | $5.07M | 0.09% | −1,461−3.8% | Reduced |
| USS Investment Management Ltd | 38,600 | $5.07M | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 38,886 | $5.11M | 0.11% | +30.0% | Added |
| Huntington National Bank | 38,930 | $5.12M | 0.04% | −756−1.9% | Reduced |
| Berger Financial Group, Inc | 39,023 | $5.13M | 0.37% | +140.0% | Added |
| Farmers & Merchants Investments Inc | 39,165 | $5.15M | 0.16% | +1,337+3.5% | Added |
| Umb Bank N A | 39,431 | $5.18M | 0.08% | −500−1.3% | Reduced |
| Seven Eight Capital, LP | 39,468 | $5.19M | 0.47% | +39,468 | New |
| Meyer Handelman Co | 39,472 | $5.19M | 0.18% | −300−0.8% | Reduced |
| Aigen Investment Management, LP | 39,723 | $5.22M | 1.02% | +12,461+45.7% | Added |
| Cary Street Partner Investment Advisory LLC | 40,247 | $5.29M | 0.20% | −424−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 40,297 | $5.30M | 0.11% | +2,609+6.9% | Added |
| Wolverine Trading, LLC | 40,474 | $5.30M | 0.14% | −3,973−8.9% | Reduced |
| Sendero Wealth Management, LLC | 40,501 | $5.32M | 0.84% | +8,098+25.0% | Added |
| Nkcfo LLC | 40,500 | $5.32M | 2.54% | −37,000−47.7% | Reduced |
| Kingsview Wealth Management, LLC | 40,514 | $5.33M | 0.11% | +215+0.5% | Added |
| Montgomery Investment Management Inc | 40,535 | $5.33M | 1.93% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 41,306 | $5.43M | 0.00% | +1,857+4.7% | Added |
| King Luther Capital Management Corp | 41,340 | $5.43M | 0.02% | −1,009−2.4% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $5.54M | 1.82% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 42,438 | $5.58M | 0.09% | +375+0.9% | Added |
| Kesler, Norman & Wride, LLC | 42,607 | $5.60M | 1.10% | −5,100−10.7% | Reduced |
| Arkadios Wealth Advisors | 42,829 | $5.63M | 0.32% | +246+0.6% | Added |
| Stablepoint Partners, LLC | 43,019 | $5.65M | 1.03% | +470+1.1% | Added |
| Atlantic Union Bankshares Corp | 43,244 | $5.68M | 0.33% | −1,361−3.1% | Reduced |
| Buck Wealth Strategies, LLC | 43,685 | $5.74M | 1.81% | −4,678−9.7% | Reduced |
| Sienna Gestion | 43,869 | $5.75M | 0.38% | +6,823+18.4% | Added |
| Colonial Trust Advisors | 43,791 | $5.76M | 0.50% | +654+1.5% | Added |
| Park Avenue Securities LLC | 43,869 | $5.77M | 0.06% | −6,856−13.5% | Reduced |
| Occudo Quantitative Strategies LP | 44,057 | $5.79M | 1.06% | +19,666+80.6% | Added |
| Hamilton Capital Partners Inc. | 44,301 | $5.82M | 0.50% | +3,749+9.2% | Added |
| Nations Financial Group Inc, | 44,312 | $5.82M | 0.42% | +2,361+5.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,382 | $5.83M | 0.06% | +540+1.2% | Added |
| Verition Fund Management LLC | 44,480 | $5.85M | 0.04% | +38,591+655.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,831 | $5.89M | 0.01% | −4,029−8.2% | Reduced |
| Sierra Summit Advisors LLC | 44,848 | $5.90M | 1.36% | +492+1.1% | Added |
| Lido Advisors, LLC | 45,234 | $5.95M | 0.04% | +1,142+2.6% | Added |
| Morgan Dempsey Capital Management LLC | 45,309 | $5.96M | 2.05% | −19,688−30.3% | Reduced |
| Stolper Co | 45,589 | $5.99M | 1.96% | +50.0% | Added |
| Buckingham Capital Management, Inc. | 46,610 | $6.13M | 0.70% | −314−0.7% | Reduced |
| Mirador Capital Partners LP | 47,549 | $6.25M | 1.12% | +1,325+2.9% | Added |
| Navellier & Associates Inc | 47,759 | $6.28M | 0.85% | −37,508−44.0% | Reduced |
| Walleye Capital LLC | 47,941 | $6.30M | 0.07% | +42,508+782.4% | Added |
| Beacon Pointe Advisors, LLC | 47,997 | $6.31M | 0.07% | −564−1.2% | Reduced |
| Rodgers Brothers Inc. | 48,013 | $6.31M | 0.80% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 48,282 | $6.35M | 0.02% | −7,611−13.6% | Reduced |
| Scissortail Wealth Management, LLC | 20 | $6.36M | 1.54% | −48,343−100.0% | Reduced |
| Holocene Advisors, LP | 48,585 | $6.39M | 0.03% | +48,585 | New |
| FourThought Financial Partners, LLC | 48,747 | $6.41M | 0.76% | +1,182+2.5% | Added |
| Wesbanco Bank Inc | 48,830 | $6.42M | 0.22% | −1,834−3.6% | Reduced |
| NewSquare Capital LLC | 49,823 | $6.46M | 0.51% | −611−1.2% | Reduced |
| Salem Investment Counselors Inc | 49,912 | $6.56M | 0.20% | +165+0.3% | Added |
| RBF Capital, LLC | 50,000 | $6.57M | 0.34% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 50,256 | $6.61M | 0.69% | +2,810+5.9% | Added |
| Blackstone Group Inc. | 50,357 | $6.62M | 0.03% | −676,308−93.1% | Reduced |
| Texas Yale Capital Corp. | 50,813 | $6.68M | 0.29% | +9,200+22.1% | Added |
| KBC Group NV | 51,500 | $6.77M | 0.02% | +19,108+59.0% | Added |
| Mutual of America Capital Management LLC | 51,536 | $6.77M | 0.07% | −1,929−3.6% | Reduced |
| Disciplined Investments, LLC | 51,771 | $6.81M | 3.36% | +93+0.2% | Added |
| Wealthfront Advisers LLC | 51,957 | $6.83M | 0.02% | +939+1.8% | Added |
| Kornitzer Capital Management Inc | 52,216 | $6.86M | 0.13% | +191+0.4% | Added |
| Nissay Asset Management Corp | 52,603 | $6.91M | 0.04% | +1,039+2.0% | Added |
| Brick & Kyle, Associates | 52,972 | $6.93M | 2.97% | −1,188−2.2% | Reduced |
| Dakota Wealth Management | 52,788 | $6.94M | 0.16% | −85,240−61.8% | Reduced |
| Alley Investment Management Company, LLC | 52,893 | $6.95M | 0.88% | +898+1.7% | Added |
| AXA S.A. | 53,163 | $6.99M | 0.02% | −3,100−5.5% | Reduced |
| Pathstone Holdings, LLC | 53,862 | $7.08M | 0.03% | −9,350−14.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 54,704 | $7.19M | 1.44% | +2,966+5.7% | Added |
| Commerce Bank | 55,553 | $7.30M | 0.04% | +874+1.6% | Added |
| New York Life Investment Management LLC | 55,776 | $7.33M | 0.07% | −2,570−4.4% | Reduced |
| CIBC World Markets Corp | 57,157 | $7.51M | 0.05% | −28,465−33.2% | Reduced |
| Advisors Capital Management, LLC | 57,412 | $7.55M | 0.12% | +1,263+2.2% | Added |
| Xponance, Inc. | 59,045 | $7.76M | 0.07% | +393+0.7% | Added |