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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 1,852 | $243.4K | 0.06% | −5−0.3% | Reduced |
| CWA Asset Management Group, LLC | 1,853 | $243.6K | 0.01% | +1,853 | New |
| United Community Bank | 1,860 | $244.5K | 0.10% | −200−9.7% | Reduced |
| Madison Park Capital Advisors, LLC | 1,867 | $245.4K | 0.18% | −493−20.9% | Reduced |
| Keating Investment Counselors Inc | 1,870 | $245.8K | 0.07% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,872 | $246.1K | 0.06% | −182−8.9% | Reduced |
| Summit Asset Management, LLC | 1,873 | $246.2K | 0.05% | +1+0.1% | Added |
| Columbia Asset Management | 1,878 | $247.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,882 | $247.4K | 0.06% | −10−0.5% | Reduced |
| Sandy Cove Advisors, LLC | 1,883 | $247.5K | 0.10% | +11+0.6% | Added |
| Avestar Capital, LLC | 1,885 | $247.8K | 0.03% | +92+5.1% | Added |
| Vestor Capital, LLC | 1,885 | $248.0K | 0.02% | −101−5.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,887 | $248.0K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,891 | $248.6K | 0.09% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,892 | $248.8K | 0.01% | +126+7.1% | Added |
| Private Capital Management LLC | 1,893 | $248.8K | 0.04% | +1,893 | New |
| McGowan Group Asset Management, Inc. | 1,893 | $248.9K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,894 | $249.0K | 0.01% | −251−11.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,902 | $250.0K | 0.11% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,904 | $250.3K | 0.10% | −3,083−61.8% | Reduced |
| Contravisory Investment Management, Inc. | 1,906 | $250.5K | 0.05% | 00.0% | Unchanged |
| Diversified, LLC | 1,912 | $251.3K | 0.03% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,912 | $251.3K | 0.03% | +1,912 | New |
| Advisory Alpha, LLC | 1,915 | $251.9K | 0.01% | +267+16.2% | Added |
| Patrick M Sweeney & Associates, Inc | 1,918 | $252.1K | 0.19% | −4−0.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,922 | $252.7K | 0.09% | +8+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,925 | $253.1K | 0.03% | +24+1.3% | Added |
| Trillium Asset Management, LLC | 1,930 | $254.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,945 | $255.7K | 0.09% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,949 | $256.0K | 0.11% | −31−1.6% | Reduced |
| Bath Savings Trust Co | 1,948 | $256.1K | 0.03% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,855 | $257.2K | 0.05% | −366−16.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,958 | $257.3K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,963 | $258.0K | 0.04% | +150+8.3% | Added |
| Forza Wealth Management, LLC | 1,964 | $258.2K | 0.12% | +1,964 | New |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $259.7K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 1,976 | $259.8K | 0.02% | +152+8.3% | Added |
| Broderick Brian C | 1,990 | $261.6K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,991 | $261.7K | 0.04% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,993 | $262.0K | 0.16% | +15+0.8% | Added |
| Ci Investments Inc. | 1,993 | $262.0K | 0.00% | −858−30.1% | Reduced |
| Sentinel Trust Co Lba | 1,996 | $262.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $262.9K | 0.02% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,000 | $262.9K | 0.03% | +2,000 | New |
| TD Capital Management LLC | 2,000 | $263.0K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 2,000 | $263.0K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,006 | $263.7K | 0.04% | +50+2.6% | Added |
| North Star Asset Management Inc | 2,007 | $263.8K | 0.01% | −20−1.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,012 | $264.5K | 0.14% | −432−17.7% | Reduced |
| Nemes Rush Group LLC | 1,621 | $264.8K | 0.04% | +22+1.4% | Added |
| Rehmann Capital Advisory Group | 2,025 | $266.2K | 0.02% | −57−2.7% | Reduced |
| City Center Advisors, LLC | 2,029 | $266.7K | 0.30% | −1,532−43.0% | Reduced |
| Asset Dedication, LLC | 2,032 | $267.1K | 0.02% | +10+0.5% | Added |
| Cabot Wealth Management Inc | 2,035 | $267.5K | 0.03% | 00.0% | Unchanged |
| Sentry LLC | 2,039 | $268.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,045 | $268.8K | 0.06% | +1,328+185.2% | Added |
| TCI Wealth Advisors, Inc. | 2,045 | $268.8K | 0.02% | +51+2.6% | Added |
| Sentry Investment Management LLC | 2,047 | $269.0K | 0.11% | −76−3.6% | Reduced |
| Tradition Wealth Management, LLC | 2,048 | $269.1K | 0.02% | −301−12.8% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $270.8K | 0.25% | 00.0% | Unchanged |
| Zacks Investment Management | 2,062 | $271.1K | 0.00% | −21,078−91.1% | Reduced |
| First Trust Investment Solutions L.P. | 2,064 | $271.3K | 0.03% | +2,064 | New |
| Secure Asset Management, LLC | 2,072 | $272.3K | 0.05% | +55+2.7% | Added |
| KLCM Advisors, Inc. | 2,072 | $272.4K | 0.03% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,076 | $272.9K | 0.09% | +3+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 2,082 | $273.7K | 0.25% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,089 | $274.6K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,090 | $274.7K | 0.02% | −369−15.0% | Reduced |
| SPC Financial, Inc. | 2,094 | $275.3K | 0.02% | +102+5.1% | Added |
| First Financial Bankshares Inc | 2,095 | $275.4K | 0.01% | +65+3.2% | Added |
| First Interstate Bank | 2,100 | $276.0K | 0.02% | −1,364−39.4% | Reduced |
| Anchor Investment Management, LLC | 2,102 | $276.3K | 0.03% | −212−9.2% | Reduced |
| Thomasville National Bank | 2,104 | $276.6K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,110 | $277.4K | 0.03% | +74+3.6% | Added |
| Delta Investment Management, LLC | 2,117 | $278.2K | 0.06% | −74−3.4% | Reduced |
| Orleans Capital Management Corp | 2,117 | $278.3K | 0.16% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,124 | $279.2K | 0.11% | +2,124 | New |
| Lantern Wealth Advisors, LLC | 2,125 | $279.4K | 0.19% | +18+0.9% | Added |
| Greenland Capital Management LP | 2,130 | $280.0K | 0.05% | +2,130 | New |
| Legacy Private Trust Co. | 2,134 | $280.5K | 0.02% | +255+13.6% | Added |
| Azimuth Capital Investment Management LLC | 2,135 | $280.6K | 0.01% | −118−5.2% | Reduced |
| Douglas Lane & Associates, LLC | 2,136 | $280.7K | 0.00% | +45+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,137 | $280.9K | 0.02% | −743−25.8% | Reduced |
| ISAM Funds (UK) Ltd | 2,137 | $280.9K | 0.16% | +2,137 | New |
| Oversea-Chinese Banking CORP Ltd | 2,143 | $281.7K | 0.01% | +477+28.6% | Added |
| Los Angeles Capital Management LLC | 2,145 | $282.0K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,142 | $282.0K | 0.04% | +2,142 | New |
| HBW Advisory Services LLC | 2,158 | $283.6K | 0.04% | +3+0.1% | Added |
| Apriem Advisors | 2,158 | $283.7K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,160 | $283.9K | 0.02% | −29,538−93.2% | Reduced |
| Advus Financial Partners, LLC | 2,162 | $284.2K | 0.08% | +13+0.6% | Added |
| Hamilton Capital, LLC | 2,342 | $285.3K | 0.02% | +60+2.6% | Added |
| First Financial Bank - Trust Division | 2,175 | $285.9K | 0.03% | −112−4.9% | Reduced |
| KG&L Capital Management,LLC | 2,180 | $286.6K | 0.09% | +2,180 | New |
| Brooks, Moore & Associates, Inc. | 2,185 | $287.2K | 0.17% | 00.0% | Unchanged |
| Leisure Capital Management | 2,198 | $288.9K | 0.12% | −64−2.8% | Reduced |
| West Tower Group, LLC | 2,200 | $289.2K | 0.62% | +2,200 | New |
| Shufro Rose & Co LLC | 2,049 | $289.3K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $292.1K | 0.12% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,225 | $292.5K | 0.05% | +2,225 | New |