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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 1,566 | $205.9K | 0.04% | +495+46.2% | Added |
| Scarborough Advisors, LLC | 1,567 | $205.9K | 0.03% | +1,567 | New |
| SlateStone Wealth, LLC | 1,570 | $206.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,571 | $206.5K | 0.13% | −2,358−60.0% | Reduced |
| Archer Investment Corp | 1,573 | $206.8K | 0.06% | +567+56.4% | Added |
| Sapient Capital LLC | 1,574 | $206.9K | 0.00% | 00.0% | Unchanged |
| Amarillo National Bank | 1,581 | $207.8K | 0.04% | −752−32.2% | Reduced |
| Hardin Capital Partners, LLC | 1,571 | $207.9K | 0.12% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,583 | $208.1K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 1,596 | $209.8K | 0.02% | −127−7.4% | Reduced |
| Legacy Advisors, LLC | 1,597 | $209.9K | 0.02% | +1,597 | New |
| Evoke Wealth, LLC | 1,605 | $211.0K | 0.01% | +1,605 | New |
| Forte Capital LLC | 1,606 | $211.1K | 0.02% | −2−0.1% | Reduced |
| CRA Financial Services, LLC | 1,608 | $211.4K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,609 | $211.5K | 0.02% | −1,532−48.8% | Reduced |
| West Family Investments, Inc. | 1,612 | $211.9K | 0.07% | +97+6.4% | Added |
| Catalyst Financial Partners LLC | 1,613 | $212.0K | 0.04% | +99+6.5% | Added |
| Old Port Advisors | 1,614 | $212.2K | 0.06% | −36−2.2% | Reduced |
| Peterson Wealth Services | 1,618 | $212.7K | 0.07% | +1,618 | New |
| Hirtle Callaghan & Co LLC | 1,620 | $212.9K | 0.01% | +1,620 | New |
| Centaurus Financial, Inc. | 1,621 | $213.0K | 0.01% | −50−3.0% | Reduced |
| Perkins Coie Trust Co | 1,623 | $213.3K | 0.05% | −14−0.9% | Reduced |
| Harrell Investment Partners, LLC | 1,628 | $214.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,628 | $214.0K | 0.12% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,632 | $214.5K | 0.02% | −113−6.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,638 | $215.3K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,640 | $215.6K | 0.05% | −180−9.9% | Reduced |
| Hexagon Capital Partners LLC | 1,641 | $215.7K | 0.04% | −93−5.4% | Reduced |
| Chicago Capital, LLC | 1,642 | $215.8K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,642 | $215.9K | 0.00% | +220+15.5% | Added |
| Farmers Trust Co | 1,643 | $216.0K | 0.04% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 1,641 | $216.0K | 0.15% | −460−21.9% | Reduced |
| BNC Wealth Management, LLC | 1,647 | $216.5K | 0.08% | −30,391−94.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,650 | $216.9K | 0.09% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $217.0K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,651 | $217.0K | 0.16% | −586−26.2% | Reduced |
| Bullock Wealth Management Group | 1,632 | $217.1K | 0.13% | −277−14.5% | Reduced |
| Independent Wealth Network Inc. | 1,657 | $217.8K | 0.10% | +30+1.8% | Added |
| Prio Wealth Limited Partnership | 1,658 | $217.9K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,660 | $218.0K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,659 | $218.1K | 0.04% | +20+1.2% | Added |
| Tributary Capital Management, LLC | 1,660 | $218.2K | 0.02% | −1,090−39.6% | Reduced |
| Oakworth Capital, Inc. | 1,660 | $218.2K | 0.02% | +444+36.5% | Added |
| LRI Investments, LLC | 1,686 | $218.8K | 0.02% | +455+37.0% | Added |
| Greenwood Gearhart Inc | 1,665 | $218.9K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $219.4K | 0.05% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,672 | $219.7K | 0.03% | +6+0.4% | Added |
| Key Client Fiduciary Advisors, LLC | 1,672 | $219.8K | 0.10% | +21+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,674 | $220.0K | 0.02% | +525+45.7% | Added |
| Leo Wealth, LLC | 1,675 | $220.1K | 0.02% | −80−4.6% | Reduced |
| True North Advisors, LLC | 1,678 | $220.6K | 0.06% | −4,758−73.9% | Reduced |
| Redwood Wealth Management Group, LLC | 1,678 | $220.6K | 0.11% | −169−9.1% | Reduced |
| DRW Securities, LLC | 1,690 | $222.2K | 0.01% | −14,310−89.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,695 | $222.8K | 0.05% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,696 | $222.9K | 0.11% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,698 | $223.0K | 0.00% | +60+3.7% | Added |
| L2 Asset Management, LLC | 1,697 | $223.1K | 0.06% | +57+3.5% | Added |
| Crestmont Private Wealth LLC | 1,698 | $223.2K | 0.10% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,700 | $223.5K | 0.08% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,701 | $223.6K | 0.03% | +4+0.2% | Added |
| IVC Wealth Advisors LLC | 1,720 | $226.1K | 0.12% | −1,004−36.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,720 | $226.1K | 0.03% | −35−2.0% | Reduced |
| NovaPoint Capital, LLC | 1,721 | $226.2K | 0.07% | −5−0.3% | Reduced |
| Pinnacle Family Advisors, LLC | 1,725 | $226.8K | 0.12% | −74−4.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,728 | $227.1K | 0.03% | −5−0.3% | Reduced |
| Saturna Capital CORP | 1,729 | $227.3K | 0.00% | +229+15.3% | Added |
| Ami Investment Management Inc | 1,729 | $227.3K | 0.08% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,733 | $227.8K | 0.04% | +1,733 | New |
| Cahill Financial Advisors Inc | 1,734 | $227.9K | 0.03% | +126+7.8% | Added |
| MidWestOne Financial Group, Inc. | 1,738 | $228.5K | 0.03% | 00.0% | Unchanged |
| NDVR, Inc. | 1,751 | $229.5K | 0.24% | −28−1.6% | Reduced |
| New Wave Wealth Advisors LLC | 1,749 | $229.9K | 0.11% | −278−13.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,749 | $229.9K | 0.11% | +1,749 | New |
| Asset Advisors Investment Management, LLC | 1,750 | $230.0K | 0.02% | −332−15.9% | Reduced |
| Simon Quick Advisors, LLC | 1,750 | $230.1K | 0.01% | +197+12.7% | Added |
| Park Place Capital Corp | 1,752 | $230.3K | 0.07% | −411−19.0% | Reduced |
| Green Harvest Asset Management LLC | 1,752 | $230.3K | 0.00% | +103+6.2% | Added |
| Eagle Global Advisors LLC | 1,754 | $230.5K | 0.01% | −287−14.1% | Reduced |
| DnB Asset Management AS | 1,764 | $231.9K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $232.0K | 0.17% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,644 | $232.1K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,769 | $232.6K | 0.10% | +1+0.1% | Added |
| Hourglass Capital, LLC | 1,770 | $232.7K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $233.1K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,776 | $233.5K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,920 | $233.9K | 0.08% | −49−2.5% | Reduced |
| Meridian Wealth Advisors, LLC | 1,789 | $235.2K | 0.04% | +1,789 | New |
| Viawealth, LLC | 1,791 | $235.4K | 0.14% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,800 | $235.9K | 0.02% | +363+25.3% | Added |
| VeraBank, N.A. | 1,802 | $236.9K | 0.07% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,805 | $237.3K | 0.01% | +279+18.3% | Added |
| Willis Johnson & Associates, Inc. | 1,809 | $237.8K | 0.02% | −333−15.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,810 | $237.9K | 0.12% | −147−7.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,811 | $238.1K | 0.05% | +11+0.6% | Added |
| Insigneo Advisory Services, LLC | 1,812 | $238.2K | 0.02% | −1,276−41.3% | Reduced |
| Wolff Financial Management LLC | 1,815 | $239.0K | 0.06% | +1,815 | New |
| Moody Lynn & Lieberson, LLC | 1,827 | $240.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,832 | $240.8K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,832 | $240.8K | 0.02% | +63+3.6% | Added |
| Schrum Private Wealth Management LLC | 1,848 | $242.9K | 0.13% | +206+12.5% | Added |