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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 2,763 | $363.2K | 0.08% | +1,005+57.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,771 | $364.2K | 0.03% | −2,555−48.0% | Reduced |
| Catalina Capital Group, LLC | 2,772 | $364.4K | 0.12% | −325−10.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,797 | $367.7K | 0.03% | +571+25.7% | Added |
| PFG Advisors | 2,799 | $367.9K | 0.02% | −682−19.6% | Reduced |
| Investors Asset Management of Georgia Inc | 2,802 | $368.3K | 0.17% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,804 | $368.6K | 0.07% | −64−2.2% | Reduced |
| Summit Global Investments | 2,821 | $371.0K | 0.02% | +2,821 | New |
| Inceptionr LLC | 2,825 | $371.3K | 0.09% | +2,825 | New |
| First Horizon Advisors, Inc. | 2,826 | $371.6K | 0.01% | −9−0.3% | Reduced |
| Leonteq Securities AG | 2,836 | $372.8K | 0.04% | +1,246+78.4% | Added |
| Teacher Retirement System of Texas | 2,839 | $373.0K | 0.00% | −5,480−65.9% | Reduced |
| Stiles Financial Services Inc | 2,839 | $373.1K | 0.13% | +11+0.4% | Added |
| Fidelis Capital Partners, LLC | 2,895 | $373.8K | 0.04% | −363−11.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,851 | $374.7K | 0.02% | −59−2.0% | Reduced |
| AlTi Global, Inc. | 2,855 | $375.3K | 0.01% | +3+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,861 | $376.1K | 0.13% | +415+17.0% | Added |
| Plancorp, LLC | 2,863 | $376.3K | 0.02% | +23+0.8% | Added |
| Capital Analysts, LLC | 2,865 | $377.0K | 0.02% | −196−6.4% | Reduced |
| Fort Sheridan Advisors LLC | 2,876 | $378.0K | 0.06% | +4+0.1% | Added |
| Diversify Advisory Services, LLC | 2,878 | $378.2K | 0.02% | +750+35.2% | Added |
| Smartleaf Asset Management LLC | 2,888 | $378.6K | 0.05% | +1,362+89.3% | Added |
| Alpha DNA Investment Management LLC | 2,889 | $379.8K | 0.21% | +233+8.8% | Added |
| Austin Private Wealth, LLC | 2,892 | $380.2K | 0.04% | +2+0.1% | Added |
| WealthBridge Capital Management, LLC | 2,895 | $380.6K | 0.11% | +838+40.7% | Added |
| Verity Asset Management, Inc. | 2,896 | $380.7K | 0.14% | −1,371−32.1% | Reduced |
| Paragon Capital Management Ltd | 2,899 | $381.1K | 0.07% | +16+0.6% | Added |
| Callahan Advisors, LLC | 2,900 | $381.2K | 0.04% | −220−7.1% | Reduced |
| Vista Investment Partners LLC | 2,910 | $382.5K | 0.12% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,763 | $382.7K | 0.06% | +550+24.9% | Added |
| Magnus Financial Group LLC | 2,933 | $385.6K | 0.04% | −100−3.3% | Reduced |
| Capital Investment Advisors, LLC | 2,934 | $385.7K | 0.01% | −748−20.3% | Reduced |
| Close Asset Management Ltd | 2,935 | $386.0K | 0.01% | +686+30.5% | Added |
| CX Institutional | 2,940 | $386.5K | 0.02% | −507−14.7% | Reduced |
| Thrive Wealth Management, LLC | 2,954 | $388.2K | 0.07% | −783−21.0% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $388.8K | 0.28% | 00.0% | Unchanged |
| Aries Wealth Management | 2,973 | $390.8K | 0.11% | −110−3.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,974 | $391.0K | 0.01% | +275+10.2% | Added |
| MQS Management LLC | 2,975 | $391.1K | 0.22% | +612+25.9% | Added |
| Cito Capital Group, LLC | 3,000 | $394.0K | 0.15% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,012 | $395.9K | 0.15% | −41−1.3% | Reduced |
| Savvy Advisors, Inc. | 3,014 | $396.2K | 0.08% | −998−24.9% | Reduced |
| E&G Advisors, LP | 3,017 | $396.6K | 0.11% | −55−1.8% | Reduced |
| Stockman Wealth Management, Inc. | 3,018 | $396.7K | 0.06% | −9−0.3% | Reduced |
| Brighton Jones LLC | 3,025 | $397.6K | 0.01% | −1,582−34.3% | Reduced |
| Powers Advisory Group, LLC | 3,028 | $398.0K | 0.20% | −115−3.7% | Reduced |
| Davidson Trust Co | 3,036 | $399.1K | 0.21% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,038 | $399.3K | 0.08% | −19−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 3,043 | $400.0K | 0.13% | +3,043 | New |
| Moody National Bank Trust Division | 3,066 | $403.0K | 0.04% | +1,150+60.0% | Added |
| GHP Investment Advisors, Inc. | 3,073 | $403.9K | 0.02% | −328−9.6% | Reduced |
| ARS Investment Partners, LLC | 3,086 | $405.7K | 0.04% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 3,089 | $406.0K | 0.41% | −78−2.5% | Reduced |
| First Citizens Bank & Trust Co | 3,091 | $406.3K | 0.01% | +71+2.4% | Added |
| Second Line Capital, LLC | 3,091 | $406.3K | 0.11% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,099 | $407.0K | 0.01% | +3,099 | New |
| Jaffetilchin Investment Partners, LLC | 3,119 | $410.0K | 0.03% | −2,512−44.6% | Reduced |
| Lake Street Advisors Group, LLC | 3,121 | $410.3K | 0.02% | −58−1.8% | Reduced |
| NBT Bank N A | 3,144 | $413.3K | 0.03% | −104−3.2% | Reduced |
| Callan Capital, LLC | 3,147 | $413.7K | 0.03% | −10−0.3% | Reduced |
| CoreFirst Bank & Trust | 3,148 | $413.8K | 0.24% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,157 | $415.0K | 0.04% | −234−6.9% | Reduced |
| Private Portfolio Partners LLC | 3,158 | $415.1K | 0.08% | +3,158 | New |
| McDaniel Terry & Co | 3,168 | $416.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,169 | $416.6K | 0.04% | +55+1.8% | Added |
| StoneX Group Inc. | 3,175 | $417.3K | 0.03% | +452+16.6% | Added |
| Essex Financial Services, Inc. | 3,175 | $417.3K | 0.03% | −2,804−46.9% | Reduced |
| First National Bank Sioux Falls | 3,184 | $418.5K | 0.19% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,192 | $419.6K | 0.01% | −153−4.6% | Reduced |
| Univest Financial Corp | 3,196 | $420.2K | 0.03% | +3,196 | New |
| Rossmore Private Capital | 3,204 | $421.2K | 0.05% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 3,207 | $421.6K | 0.27% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,212 | $422.2K | 0.04% | −447−12.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $422.3K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,215 | $422.6K | 0.05% | +216+7.2% | Added |
| Whittier Trust Co | 3,216 | $422.7K | 0.01% | +26+0.8% | Added |
| Chesapeake Asset Management LLC | 3,220 | $423.3K | 0.37% | +131+4.2% | Added |
| Passumpsic Savings Bank | 3,223 | $423.7K | 0.28% | +74+2.3% | Added |
| Chicago Trust Co NA | 3,224 | $423.8K | 0.07% | −28−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,228 | $424.3K | 0.00% | +1,769+121.2% | Added |
| Southland Equity Partners LLC | 3,245 | $426.6K | 0.10% | +1,010+45.2% | Added |
| Capital Investment Advisory Services, LLC | 3,249 | $427.1K | 0.04% | −46−1.4% | Reduced |
| Athena Investment Management | 3,249 | $427.1K | 0.24% | 00.0% | Unchanged |
| Quest Partners LLC | 3,249 | $427.1K | 0.04% | +3,248+324,800.0% | Added |
| Hodges Capital Management Inc. | 3,252 | $427.5K | 0.03% | +3,252 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,255 | $427.9K | 0.12% | 00.0% | Unchanged |
| Keel Point, LLC | 3,256 | $427.9K | 0.04% | −248−7.1% | Reduced |
| Vectors Research Management, LLC | 3,228 | $428.0K | 0.13% | −310−8.8% | Reduced |
| LCNB Corp | 3,272 | $430.1K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,275 | $430.5K | 0.01% | −5−0.2% | Reduced |
| Clarius Group, LLC | 3,244 | $430.6K | 0.03% | −142−4.2% | Reduced |
| Perpetual Ltd | 3,278 | $430.9K | 0.00% | −26−0.8% | Reduced |
| Tanager Wealth Management LLP | 3,280 | $431.2K | 0.06% | −49−1.5% | Reduced |
| Blue Edge Capital, LLC | 3,282 | $431.5K | 0.07% | +3+0.1% | Added |
| Joel Isaacson & Co., LLC | 3,300 | $433.8K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,307 | $434.7K | 0.06% | −29−0.9% | Reduced |
| Allen Investment Management LLC | 3,318 | $436.2K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,325 | $437.1K | 0.07% | +52+1.6% | Added |
| Spire Wealth Management | 3,335 | $438.4K | 0.01% | −583−14.9% | Reduced |
| Reuter James Wealth Management, LLC | 3,349 | $440.3K | 0.08% | +1,661+98.4% | Added |