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 |
|---|---|---|---|---|---|
| Main Street Group, LTD | 616 | $80.9K | 0.03% | −8−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 620 | $81.5K | 0.01% | +16+2.6% | Added |
| Cassady Schiller Wealth Management, LLC | 621 | $81.6K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $82.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 644 | $84.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 647 | $84.8K | 0.01% | +436+206.6% | Added |
| JNBA Financial Advisors | 655 | $86.0K | 0.01% | −18−2.7% | Reduced |
| Duncker Streett & Co Inc | 656 | $86.2K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 681 | $89.5K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $89.7K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 688 | $91.7K | 0.05% | +4+0.6% | Added |
| Eagle Bay Advisors LLC | 714 | $93.8K | 0.04% | +23+3.3% | Added |
| Oarsman Capital, Inc. | 717 | $94.2K | 0.02% | +717 | New |
| Motco | 726 | $95.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 731 | $96.1K | 0.01% | +246+50.7% | Added |
| Beaird Harris Wealth Management, LLC | 734 | $96.5K | 0.01% | −2,924−79.9% | Reduced |
| Gleason Group, Inc. | 746 | $98.1K | 0.02% | +6+0.8% | Added |
| Glen Eagle Advisors, LLC | 757 | $99.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 775 | $101.9K | 0.01% | +13+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 783 | $103.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 786 | $103.0K | 0.03% | +307+64.1% | Added |
| Criterion Capital Advisors, LLC | 735 | $103.8K | 0.07% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 790 | $103.8K | 0.23% | −476−37.6% | Reduced |
| Avion Wealth | 810 | $106.0K | 0.03% | +105+14.9% | Added |
| First Command Advisory Services, Inc. | 825 | $108.4K | 0.00% | +210+34.1% | Added |
| Optimum Investment Advisors | 838 | $110.2K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 845 | $111.1K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 845 | $111.1K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 850 | $111.7K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 856 | $113.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 864 | $113.6K | 0.02% | −2−0.2% | Reduced |
| Valley National Advisers Inc | 874 | $114.0K | 0.02% | −231−20.9% | Reduced |
| ORG Partners LLC | 888 | $116.7K | 0.02% | −490−35.6% | Reduced |
| Broadwater Capital Management LLC | 900 | $118.3K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 900 | $118.3K | 0.02% | +900 | New |
| Tanglewood Legacy Advisors, LLC | 950 | $124.9K | 0.06% | −362−27.6% | Reduced |
| WR Wealth Planners, LLC | 958 | $125.9K | 0.04% | +192+25.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $126.2K | 0.07% | 00.0% | Unchanged |
| American National Bank | 961 | $126.3K | 0.01% | −812−45.8% | Reduced |
| Global Trust Asset Management, LLC | 964 | $126.7K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 965 | $126.8K | 0.02% | −196−16.9% | Reduced |
| Planned Solutions, Inc. | 980 | $128.8K | 0.05% | +980 | New |
| City State Bank | 987 | $129.7K | 0.05% | −40−3.9% | Reduced |
| Mechanics Financial Corp | 1,000 | $131.4K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,051 | $138.1K | 0.03% | +1,051 | New |
| American Capital Advisory, LLC | 1,053 | $138.4K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,074 | $139.4K | 0.02% | +7+0.7% | Added |
| Global Financial Private Client, LLC | 1,093 | $143.7K | 0.06% | −3,295−75.1% | Reduced |
| CoreCap Advisors, LLC | 1,093 | $143.7K | 0.01% | +1,093 | New |
| Riverview Trust Co | 1,126 | $148.0K | 0.13% | +7+0.6% | Added |
| PFG Private Wealth Management, LLC | 1,145 | $150.5K | 0.09% | +48+4.4% | Added |
| Hantz Financial Services, Inc. | 1,159 | $152.0K | 0.00% | −17−1.4% | Reduced |
| McIlrath & Eck, LLC | 1,166 | $153.3K | 0.02% | +2+0.2% | Added |
| Peoples Bank | 1,187 | $156.0K | 0.10% | 00.0% | Unchanged |
| Centennial Bank | 1,187 | $156.0K | 0.07% | −19−1.6% | Reduced |
| Godsey & Gibb Associates | 1,198 | $157.4K | 0.02% | −85−6.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $157.7K | 0.01% | +1,200 | New |
| Sittner & Nelson, LLC | 1,219 | $160.3K | 0.07% | −30−2.4% | Reduced |
| AdvisorNet Financial, Inc | 1,237 | $162.6K | 0.01% | +116+10.3% | Added |
| Capital Advisors, Ltd. LLC | 1,253 | $165.0K | 0.02% | −111−8.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,263 | $166.0K | 0.03% | +1+0.1% | Added |
| Creative Financial Designs Inc | 1,267 | $166.6K | 0.01% | −39−3.0% | Reduced |
| Smithfield Trust Co | 1,272 | $167.0K | 0.01% | −282−18.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,277 | $167.9K | 0.10% | +684+115.3% | Added |
| Security National Bank | 1,278 | $168.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,292 | $169.8K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 1,303 | $171.3K | 0.11% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,303 | $171.3K | 0.01% | +123+10.4% | Added |
| Carolinas Wealth Consulting LLC | 1,305 | $171.5K | 0.03% | +8+0.6% | Added |
| Tradewinds Capital Management, LLC | 1,325 | $174.2K | 0.05% | +2+0.2% | Added |
| Compagnie Lombard Odier SCmA | 1,333 | $175.2K | 0.00% | −80−5.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $178.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,355 | $178.1K | 0.01% | −490−26.6% | Reduced |
| Kayne Anderson Capital Advisors LP | 1,361 | $178.9K | 0.00% | −258,964−99.5% | Reduced |
| Addison Advisors LLC | 1,368 | $179.8K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $182.1K | 0.02% | +141+11.3% | Added |
| Cromwell Holdings LLC | 1,396 | $183.5K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,400 | $184.0K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,424 | $187.1K | 0.09% | −1−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,428 | $187.7K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,457 | $190.9K | 0.02% | +1,457 | New |
| Westside Investment Management, Inc. | 1,471 | $193.7K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,489 | $196.0K | 0.02% | +387+35.1% | Added |
| McClarren Financial Advisors, Inc. | 655 | $199.0K | 0.23% | +373+132.3% | Added |
| Skopos Labs, Inc. | 1,525 | $200.5K | 0.07% | +19+1.3% | Added |
| Modern Wealth Management, LLC | 1,525 | $200.5K | 0.01% | −101−6.2% | Reduced |
| Loudon Investment Management, LLC | 1,527 | $200.7K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,531 | $201.0K | 0.16% | +1,531 | New |
| Cynosure Management, LLC | 1,529 | $201.0K | 0.03% | +1,529 | New |
| Childress Capital Advisors, LLC | 1,532 | $201.4K | 0.05% | −3,967−72.1% | Reduced |
| Secured Retirement Advisors, LLC | 1,533 | $201.6K | 0.15% | −181−10.6% | Reduced |
| SFMG, LLC | 1,534 | $201.7K | 0.02% | −71−4.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,537 | $202.0K | 0.05% | +1,537 | New |
| Meridian Wealth Management, LLC | 1,542 | $202.7K | 0.01% | +1,542 | New |
| BIP Wealth, LLC | 1,549 | $203.7K | 0.01% | +1,549 | New |
| Financial Partners Group, LLC | 1,553 | $204.1K | 0.08% | +12+0.8% | Added |
| Novak & Powell Financial Services, Inc. | 1,570 | $204.8K | 0.12% | +145+10.2% | Added |
| Coastline Trust Co | 1,559 | $204.9K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,561 | $205.2K | 0.05% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,564 | $205.6K | 0.06% | 00.0% | Unchanged |