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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 175 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 175 | $23.0K | 0.00% | +75+75.0% | Added |
| Operose Advisors LLC | 176 | $23.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 182 | $23.9K | 0.00% | −27−12.9% | Reduced |
| First PREMIER Bank | 184 | $24.0K | 0.01% | −33−15.2% | Reduced |
| IAG Wealth Partners, LLC | 185 | $24.3K | 0.00% | +100+117.6% | Added |
| Silvant Capital Management LLC | 186 | $24.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 189 | $24.8K | 0.00% | +57+43.2% | Added |
| Ruedi Wealth Management, Inc. | 190 | $25.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 189 | $25.0K | 0.00% | +10+5.6% | Added |
| BOK Financial Private Wealth, Inc. | 193 | $25.4K | 0.00% | −186−49.1% | Reduced |
| Bruce G. Allen Investments, LLC | 199 | $26.2K | 0.02% | −18−8.3% | Reduced |
| FSC Wealth Advisors, LLC | 199 | $26.2K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 200 | $26.3K | 0.01% | +200 | New |
| nVerses Capital, LLC | 200 | $26.3K | 0.01% | +200 | New |
| Morton Brown Family Wealth, LLC | 207 | $27.2K | 0.01% | −2−1.0% | Reduced |
| Cornerstone Planning Group LLC | 225 | $27.7K | 0.01% | −26−10.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 212 | $27.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $28.2K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $28.3K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 217 | $28.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 219 | $28.8K | 0.01% | +159+265.0% | Added |
| Fortitude Family Office, LLC | 228 | $30.0K | 0.01% | −37−14.0% | Reduced |
| Values First Advisors, Inc. | 229 | $30.1K | 0.02% | +229 | New |
| Gen-Wealth Partners Inc | 247 | $30.2K | 0.01% | −935−79.1% | Reduced |
| Core Alternative Capital | 236 | $31.0K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $32.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $32.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 250 | $32.9K | 0.01% | +250 | New |
| Rise Advisors, LLC | 252 | $33.1K | 0.02% | +2+0.8% | Added |
| Pacifica Partners Inc. | 255 | $33.5K | 0.01% | −10−3.8% | Reduced |
| SJS Investment Consulting Inc. | 256 | $33.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 257 | $33.8K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 272 | $35.8K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 271 | $36.0K | 0.01% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 276 | $36.0K | 0.01% | +11+4.2% | Added |
| Olistico Wealth, LLC | 274 | $36.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $36.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $36.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 276 | $36.3K | 0.00% | −932−77.2% | Reduced |
| Stephenson National Bank & Trust | 276 | $36.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 280 | $36.8K | 0.03% | −3−1.1% | Reduced |
| Rational Advisors LLC | 295 | $38.8K | 0.00% | −44−13.0% | Reduced |
| Centerpoint Advisors, LLC | 300 | $39.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $39.3K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 304 | $40.0K | 0.00% | +304 | New |
| Painted Porch Advisors LLC | 311 | $40.9K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 319 | $41.9K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 319 | $41.9K | 0.02% | +1+0.3% | Added |
| CBIZ Investment Advisory Services, LLC | 320 | $42.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 329 | $43.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 364 | $44.0K | 0.01% | +364 | New |
| Dynamic Wealth Strategies, LLC | 341 | $45.0K | 0.04% | −122−26.3% | Reduced |
| Legend Financial Advisors, Inc. | 350 | $46.0K | 0.03% | −49−12.3% | Reduced |
| Rogco, LP | 350 | $46.0K | 0.02% | 00.0% | Unchanged |
| Claris Advisors, LLC | 352 | $46.3K | 0.02% | +352 | New |
| Manchester Capital Management LLC | 355 | $46.6K | 0.01% | +51+16.8% | Added |
| Battery Global Advisors, LLC | 358 | $47.1K | 0.03% | +358 | New |
| EnRich Financial Partners LLC | 360 | $47.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $47.3K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 361 | $47.5K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 366 | $48.1K | 0.00% | −22,804−98.4% | Reduced |
| Arlington Trust Co LLC | 368 | $48.4K | 0.01% | +20+5.7% | Added |
| PrairieView Partners, LLC | 383 | $50.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $50.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 389 | $51.0K | 0.02% | +389 | New |
| Tacita Capital Inc | 391 | $51.4K | 0.03% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 397 | $52.2K | 0.01% | +397 | New |
| Hoese & Co LLP | 402 | $52.8K | 0.04% | +100+33.1% | Added |
| Heritage Wealth Advisors | 424 | $55.7K | 0.00% | +408+2,550.0% | Added |
| Livelsberger Financial Advisory | 436 | $57.3K | 1.20% | +436 | New |
| Future Financial Wealth Managment LLC | 450 | $59.2K | 0.04% | +450 | New |
| Sound Income Strategies, LLC | 460 | $60.5K | 0.00% | +63+15.9% | Added |
| Pin Oak Investment Advisors Inc | 485 | $63.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 495 | $65.1K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $65.7K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $65.7K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $65.7K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 514 | $68.0K | 0.04% | +104+25.4% | Added |
| Pittenger & Anderson Inc | 523 | $68.7K | 0.00% | −880−62.7% | Reduced |
| Front Row Advisors LLC | 535 | $70.3K | 0.03% | −1,598−74.9% | Reduced |
| Concord Wealth Partners | 536 | $70.5K | 0.01% | −12−2.2% | Reduced |
| Tower View Investment Management & Research LLC | 539 | $70.9K | 0.04% | +4+0.7% | Added |
| Tortoise Investment Management, LLC | 545 | $71.6K | 0.01% | +159+41.2% | Added |
| JFS Wealth Advisors, LLC | 547 | $71.9K | 0.00% | −143−20.7% | Reduced |
| Partnership Wealth Management, LLC | 550 | $72.3K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 558 | $73.3K | 0.02% | −3−0.5% | Reduced |
| ORG Wealth Partners, LLC | 569 | $74.8K | 0.02% | +569 | New |
| Loomis Sayles & Co L P | 572 | $75.0K | 0.00% | +46+8.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 573 | $75.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 574 | $75.4K | 0.01% | +170+42.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $75.5K | 0.04% | 00.0% | Unchanged |
| Advantage Trust Co | 591 | $77.7K | 0.05% | −27−4.4% | Reduced |
| Strategic Investment Solutions, Inc. | 612 | $80.4K | 0.02% | +263+75.4% | Added |
| Basso Capital Management, L.P. | 612 | $80.4K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 613 | $80.6K | 0.05% | +4+0.7% | Added |