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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 2,284 | $293.5K | 0.01% | +289+14.5% | Added |
| Moss Adams Wealth Advisors LLC | 2,243 | $294.8K | 0.03% | +247+12.4% | Added |
| Quent Capital, LLC | 2,251 | $295.6K | 0.03% | +224+11.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,251 | $295.9K | 0.09% | −85−3.6% | Reduced |
| GeoWealth Management, LLC | 2,264 | $297.6K | 0.01% | −268−10.6% | Reduced |
| Horizon Advisory Services, Inc. | 2,269 | $298.3K | 0.14% | −43−1.9% | Reduced |
| Weik Capital Management | 2,270 | $298.4K | 0.12% | −150−6.2% | Reduced |
| Acropolis Investment Management, LLC | 2,278 | $299.4K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,280 | $299.7K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,281 | $299.8K | 0.04% | +133+6.2% | Added |
| Beaumont Financial Advisors, LLC | 2,293 | $301.4K | 0.02% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 2,300 | $302.3K | 0.13% | −1,154−33.4% | Reduced |
| Longfellow Investment Management Co LLC | 2,306 | $303.1K | 0.08% | +13+0.6% | Added |
| Goelzer Investment Management, Inc. | 2,320 | $305.0K | 0.02% | −185−7.4% | Reduced |
| Duncan Williams Asset Management, LLC | 2,322 | $305.2K | 0.17% | +322+16.1% | Added |
| Dark Forest Capital Management LP | 2,322 | $305.2K | 0.04% | +2,322 | New |
| Plato Investment Management Ltd | 2,327 | $305.6K | 0.02% | −2,848−55.0% | Reduced |
| Insight Folios Inc | 2,325 | $305.6K | 0.11% | +65+2.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $305.6K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,343 | $308.0K | 0.27% | +254+12.2% | Added |
| Jacobs & Co | 2,346 | $308.0K | 0.03% | −20−0.8% | Reduced |
| Krane Funds Advisors LLC | 2,350 | $308.9K | 0.01% | +82+3.6% | Added |
| Lazard Asset Management LLC | 2,362 | $309.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,351 | $309.1K | 0.10% | −76−3.1% | Reduced |
| Seamount Financial Group Inc | 2,352 | $309.2K | 0.23% | 00.0% | Unchanged |
| Port Capital LLC | 2,359 | $310.0K | 0.01% | −41−1.7% | Reduced |
| Marietta Investment Partners LLC | 2,360 | $310.2K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,363 | $310.6K | 0.24% | +154+7.0% | Added |
| Sterling Investment Advisors, Ltd. | 2,364 | $310.7K | 0.08% | +171+7.8% | Added |
| Allegheny Financial Group LTD | 2,368 | $311.3K | 0.08% | −405−14.6% | Reduced |
| Denver Wealth Management, Inc. | 2,369 | $311.4K | 0.14% | 00.0% | Unchanged |
| Bell Bank | 2,372 | $311.8K | 0.04% | −353−13.0% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $312.6K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,384 | $313.4K | 0.02% | +10.0% | Added |
| Stokes Family Office, LLC | 2,386 | $313.7K | 0.03% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,390 | $314.1K | 0.23% | +176+7.9% | Added |
| Zions Bancorporation, N.A. | 2,392 | $314.4K | 0.02% | +408+20.6% | Added |
| Fortem Financial Group, LLC | 2,393 | $314.6K | 0.13% | −10,838−81.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $315.1K | 0.12% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $315.5K | 0.07% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,406 | $316.3K | 0.03% | 00.0% | Unchanged |
| Moller Financial Services | 2,408 | $316.5K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,409 | $316.7K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,417 | $317.7K | 0.11% | −27−1.1% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $319.3K | 0.13% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,433 | $319.8K | 0.15% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,440 | $320.7K | 0.09% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,459 | $323.2K | 0.15% | +31+1.3% | Added |
| Empower Advisory Group, LLC | 2,463 | $323.8K | 0.00% | +204+9.0% | Added |
| Strait & Sound Wealth Management LLC | 2,465 | $324.0K | 0.16% | −2,147−46.6% | Reduced |
| Principal Street Partners, LLC | 2,304 | $325.3K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 2,480 | $326.0K | 0.02% | +187+8.2% | Added |
| Ethos Financial Group, LLC | 2,489 | $327.0K | 0.05% | +45+1.8% | Added |
| CFO4Life Group, LLC | 2,490 | $327.3K | 0.06% | +38+1.5% | Added |
| Washington Trust Co | 2,491 | $327.4K | 0.01% | 00.0% | Unchanged |
| Quilter Plc | 2,493 | $327.7K | 0.01% | −370−12.9% | Reduced |
| Opus Capital Group, LLC | 2,495 | $328.0K | 0.04% | −12−0.5% | Reduced |
| Fractal Investments LLC | 2,500 | $328.6K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,502 | $328.9K | 0.17% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,518 | $331.0K | 0.08% | +2,518 | New |
| Plimoth Trust Co LLC | 2,526 | $332.0K | 0.08% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,526 | $332.1K | 0.08% | +16+0.6% | Added |
| Goodman Financial Corp | 2,533 | $333.0K | 0.07% | −380−13.0% | Reduced |
| Capital Market Strategies LLC | 2,539 | $333.8K | 0.20% | −70−2.7% | Reduced |
| Walker Asset Management, LLC | 2,542 | $334.1K | 0.21% | +156+6.5% | Added |
| Petrus Trust Company, LTA | 2,554 | $335.7K | 0.03% | +2,554 | New |
| Canal Capital Management, LLC | 2,571 | $337.9K | 0.05% | +21+0.8% | Added |
| Moloney Securities Asset Management, LLC | 2,581 | $339.2K | 0.05% | −6,729−72.3% | Reduced |
| Nilsine Partners, LLC | 2,595 | $341.1K | 0.04% | −177−6.4% | Reduced |
| Dodge & Cox | 2,600 | $341.8K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,604 | $342.3K | 0.04% | −27−1.0% | Reduced |
| Crawford Investment Counsel Inc | 2,608 | $342.8K | 0.01% | +13+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,611 | $343.0K | 0.16% | −109−4.0% | Reduced |
| Liberty Capital Management, Inc. | 2,618 | $344.1K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,618 | $344.1K | 0.06% | −111−4.1% | Reduced |
| Chilton Capital Management LLC | 2,620 | $344.4K | 0.01% | +14+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $344.8K | 0.08% | +202+8.3% | Added |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 2,647 | $347.9K | 0.01% | +2,647 | New |
| Gilliland Jeter Wealth Management LLC | 2,653 | $348.7K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,653 | $348.8K | 0.03% | +533+25.1% | Added |
| Warwick Investment Management, Inc. | 2,661 | $349.8K | 0.08% | +152+6.1% | Added |
| Pflug Koory, LLC | 2,661 | $349.8K | 0.17% | +2,661 | New |
| Kohmann Bosshard Financial Services, LLC | 2,663 | $350.1K | 0.04% | +40+1.5% | Added |
| Ruggaard & Associates LLC | 2,672 | $351.2K | 0.15% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,679 | $352.0K | 0.11% | +8+0.3% | Added |
| Northcape Wealth Management, LLC | 2,689 | $353.5K | 0.12% | +150+5.9% | Added |
| Assetmark, Inc | 2,692 | $353.9K | 0.00% | +466+20.9% | Added |
| B&L Asset Management LLC | 2,694 | $354.1K | 0.22% | +2,694 | New |
| Howard Capital Management Inc. | 2,699 | $354.8K | 0.01% | +2,699 | New |
| Successful Portfolios LLC | 2,702 | $355.1K | 0.24% | −42−1.5% | Reduced |
| Brown Brothers Harriman & Co | 2,702 | $355.2K | 0.00% | −212−7.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,710 | $356.2K | 0.04% | −3,194−54.1% | Reduced |
| Kovack Advisors, Inc. | 2,717 | $357.1K | 0.04% | −1,723−38.8% | Reduced |
| First Foundation Advisors | 2,718 | $357.3K | 0.01% | −1,675−38.1% | Reduced |
| Ballentine Partners, LLC | 2,728 | $358.6K | 0.01% | +15+0.6% | Added |
| Arete Wealth Advisors, LLC | 2,741 | $359.0K | 0.03% | +2,741 | New |
| OneAscent Financial Services LLC | 2,727 | $359.0K | 0.26% | +2,727 | New |
| BancorpSouth Bank | 2,740 | $360.2K | 0.02% | −61−2.2% | Reduced |
| Kanawha Capital Management LLC | 2,745 | $360.8K | 0.03% | −240−8.0% | Reduced |