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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 60,440 | $7.94M | 0.40% | +2,725+4.7% | Added |
| DT Investment Partners, LLC | 60,904 | $8.01M | 0.65% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 61,829 | $8.13M | 0.09% | −1,040−1.7% | Reduced |
| D.A. Davidson & Co. | 61,943 | $8.14M | 0.07% | −13,393−17.8% | Reduced |
| State of Alaska, Department of Revenue | 62,083 | $8.16M | 0.09% | −12,485−16.7% | Reduced |
| Daiwa Securities Group Inc. | 62,260 | $8.18M | 0.04% | +7,235+13.1% | Added |
| Congress Wealth Management LLC | 62,351 | $8.20M | 0.11% | +701+1.1% | Added |
| Sowell Financial Services LLC | 63,594 | $8.36M | 0.39% | +47,888+304.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,805 | $8.39M | 0.02% | −8,421−11.7% | Reduced |
| QRG Capital Management, Inc. | 64,110 | $8.43M | 0.09% | −19,695−23.5% | Reduced |
| Thrivent Financial for Lutherans | 64,436 | $8.47M | 0.02% | −25,737−28.5% | Reduced |
| Cypress Capital Group | 65,300 | $8.58M | 0.96% | +597+0.9% | Added |
| Cohen & Steers, Inc. | 65,345 | $8.59M | 0.02% | +65,345 | New |
| Foundation Resource Management Inc | 65,482 | $8.61M | 1.33% | −180−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 65,492 | $8.61M | 0.49% | −499−0.8% | Reduced |
| Alaska Permanent Fund Corp | 65,636 | $8.63M | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 65,830 | $8.65M | 0.02% | +5,255+8.7% | Added |
| RPG Investment Advisory, LLC | 67,162 | $8.83M | 1.26% | +1,783+2.7% | Added |
| Guggenheim Capital LLC | 67,481 | $8.87M | 0.06% | −13,292−16.5% | Reduced |
| Visionary Wealth Advisors | 67,516 | $8.87M | 0.54% | +6,659+10.9% | Added |
| O'Shaughnessy Asset Management, LLC | 65,544 | $8.88M | 0.08% | −419−0.6% | Reduced |
| Verity & Verity, LLC | 67,541 | $8.88M | 0.87% | +2,416+3.7% | Added |
| Venture Visionary Partners LLC | 67,882 | $8.92M | 0.39% | −5,190−7.1% | Reduced |
| Federated Hermes, Inc. | 68,509 | $9.01M | 0.02% | −16,710−19.6% | Reduced |
| Aquatic Capital Management LLC | 68,700 | $9.03M | 0.24% | +66,600+3,171.4% | Added |
| Utah Retirement Systems | 69,167 | $9.09M | 0.10% | −700−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 69,167 | $9.09M | 0.03% | −4,549−6.2% | Reduced |
| British Columbia Investment Management Corp | 70,758 | $9.30M | 0.06% | −11,196−13.7% | Reduced |
| Calamos Advisors LLC | 71,143 | $9.35M | 0.04% | −1,746−2.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $9.37M | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 71,693 | $9.42M | 1.18% | +84+0.1% | Added |
| CIBC Asset Management Inc | 71,833 | $9.44M | 0.03% | +4,146+6.1% | Added |
| IFM Investors Pty Ltd | 71,861 | $9.45M | 0.09% | −15,803−18.0% | Reduced |
| Advisors Asset Management, Inc. | 72,979 | $9.59M | 0.18% | −6,374−8.0% | Reduced |
| Public Sector Pension Investment Board | 73,288 | $9.63M | 0.05% | −500−0.7% | Reduced |
| Simmons Bank | 73,382 | $9.65M | 0.70% | +329+0.5% | Added |
| Capital Fund Management S.A. | 74,412 | $9.78M | 0.11% | +61,209+463.6% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $9.86M | 0.73% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 75,295 | $9.90M | 0.42% | +877+1.2% | Added |
| Martingale Asset Management L P | 76,554 | $10.1M | 0.23% | −500−0.6% | Reduced |
| Cambria Investment Management, L.P. | 76,875 | $10.1M | 0.61% | −3,061−3.8% | Reduced |
| Marco Investment Management LLC | 77,922 | $10.2M | 0.88% | +1,802+2.4% | Added |
| WSFS Capital Management, LLC | 78,994 | $10.4M | 0.56% | +190+0.2% | Added |
| FORA Capital, LLC | 80,419 | $10.6M | 1.24% | +80,419 | New |
| Trexquant Investment LP | 80,786 | $10.6M | 0.13% | +80,786 | New |
| Heritage Investors Management Corp | 81,699 | $10.7M | 0.36% | −757−0.9% | Reduced |
| Van Eck Associates Corp | 83,278 | $10.8M | 0.01% | +60,355+263.3% | Added |
| Brown Advisory Inc | 81,999 | $10.8M | 0.01% | +24,376+42.3% | Added |
| Advisory Services Network, LLC | 76,362 | $10.8M | 0.22% | 00.0% | Unchanged |
| ProShare Advisors LLC | 82,068 | $10.8M | 0.03% | −2,393−2.8% | Reduced |
| Amalgamated Bank | 82,423 | $10.8M | 0.09% | −3,493−4.1% | Reduced |
| Spirit of America Management Corp | 82,786 | $10.9M | 2.17% | −12,550−13.2% | Reduced |
| GWM Advisors LLC | 84,197 | $11.1M | 0.07% | −23,067−21.5% | Reduced |
| Czech National Bank | 85,266 | $11.2M | 0.11% | +4,477+5.5% | Added |
| Quadrature Capital Ltd | 85,317 | $11.2M | 0.25% | +85,317 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,608 | $11.3M | 0.03% | +3,889+4.8% | Added |
| Eldred Rock Partners, LLC | 85,718 | $11.3M | 3.77% | +3,462+4.2% | Added |
| Kestra Advisory Services, LLC | 86,115 | $11.3M | 0.06% | −4,532−5.0% | Reduced |
| Illinois Municipal Retirement Fund | 86,689 | $11.4M | 0.16% | −4,006−4.4% | Reduced |
| SG Americas Securities, LLC | 87,095 | $11.4M | 0.04% | +43,352+99.1% | Added |
| AQR Capital Management LLC | 88,398 | $11.5M | 0.02% | −284,594−76.3% | Reduced |
| Skba Capital Management LLC | 88,385 | $11.6M | 1.72% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 88,866 | $11.7M | 1.47% | −378−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 89,343 | $11.7M | 0.22% | −4,033−4.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,118 | $12.0M | 0.08% | −2,003−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 91,826 | $12.1M | 0.08% | +13,145+16.7% | Added |
| Retirement Systems of Alabama | 92,134 | $12.1M | 0.05% | −1,384−1.5% | Reduced |
| Man Group plc | 93,671 | $12.3M | 0.03% | +45,591+94.8% | Added |
| Oppenheimer Asset Management Inc. | 94,417 | $12.4M | 0.15% | +235+0.2% | Added |
| Adell Harriman & Carpenter Inc | 95,956 | $12.6M | 0.92% | +2,528+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 96,358 | $12.7M | 0.04% | −1,034−1.1% | Reduced |
| Adams Natural Resources Fund, Inc. | 98,575 | $13.0M | 1.92% | −55,900−36.2% | Reduced |
| Varma Mutual Pension Insurance Co | 108,100 | $13.2M | 0.10% | −19,500−15.3% | Reduced |
| Corebridge Financial, Inc. | 100,810 | $13.3M | 0.07% | −4,254−4.0% | Reduced |
| Pinebridge Investments, L.P. | 102,680 | $13.5M | 0.10% | −47,856−31.8% | Reduced |
| Bollard Group LLC | 104,193 | $13.7M | 0.36% | +1,334+1.3% | Added |
| Bank of Nova Scotia | 104,366 | $13.7M | 0.03% | +32,591+45.4% | Added |
| Schwerin Boyle Capital Management Inc | 104,635 | $13.8M | 1.44% | −4,600−4.2% | Reduced |
| Raymond James Trust N.A. | 104,928 | $13.8M | 0.30% | −4,129−3.8% | Reduced |
| Sanctuary Advisors, LLC | 103,642 | $13.8M | 0.09% | −6,489−5.9% | Reduced |
| Foundry Partners, LLC | 105,120 | $13.8M | 0.68% | −513−0.5% | Reduced |
| CCM Investment Advisers LLC | 105,150 | $13.8M | 1.54% | +14,425+15.9% | Added |
| Lawson Kroeker Investment Management Inc | 106,093 | $13.9M | 2.54% | −255−0.2% | Reduced |
| Royal Fund Management, LLC | 107,520 | $14.2M | 1.01% | +61,956+136.0% | Added |
| MetLife Investment Management | 108,832 | $14.3M | 0.08% | −4,243−3.8% | Reduced |
| Richard C. Young & CO., LTD. | 109,382 | $14.4M | 1.57% | +944+0.9% | Added |
| Associated Banc-Corp | 109,976 | $14.5M | 0.42% | −3,220−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 110,629 | $14.5M | 0.02% | +108,268+4,585.7% | Added |
| TCG Advisory Services, LLC | 110,690 | $14.6M | 0.64% | +913+0.8% | Added |
| Advisor Group Holdings, Inc. | 111,084 | $14.6M | 0.03% | −8,254−6.9% | Reduced |
| STRS Ohio | 111,827 | $14.7M | 0.06% | −4,521−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 113,859 | $15.0M | 0.03% | +49,306+76.4% | Added |
| State of Michigan Retirement System | 114,012 | $15.0M | 0.07% | −2,100−1.8% | Reduced |
| Mercer Global Advisors Inc | 114,354 | $15.2M | 0.04% | +2,074+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 118,782 | $15.6M | 0.02% | +21,840+22.5% | Added |
| Manning & Napier Advisors LLC | 119,238 | $15.7M | 0.17% | −5,927−4.7% | Reduced |
| Arizona State Retirement System | 121,589 | $16.0M | 0.10% | −2,440−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 123,288 | $16.2M | 0.03% | +9,414+8.3% | Added |
| Ensign Peak Advisors, Inc | 123,374 | $16.2M | 0.03% | −6,416−4.9% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $16.3M | 1.15% | 00.0% | Unchanged |