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 |
|---|---|---|---|---|---|
| Ethic Inc. | 2,697 | $440.5K | 0.01% | −1,257−31.8% | Reduced |
| MSH Capital Advisors LLC | 3,355 | $441.0K | 0.13% | +28+0.8% | Added |
| Van Strum & Towne Inc. | 3,381 | $444.4K | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,390 | $445.6K | 0.17% | −53−1.5% | Reduced |
| Hills Bank & Trust Co | 3,391 | $445.7K | 0.03% | +180+5.6% | Added |
| Wedgewood Investors Inc | 3,400 | $446.9K | 0.49% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,402 | $447.2K | 0.07% | +10.0% | Added |
| Castleark Management LLC | 3,420 | $449.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,424 | $450.1K | 0.04% | −233−6.4% | Reduced |
| Corbyn Investment Management Inc | 3,441 | $452.3K | 0.17% | 00.0% | Unchanged |
| RDA Financial Network | 3,445 | $452.8K | 0.14% | +3,445 | New |
| Empire Financial Management Company, LLC | 3,446 | $453.1K | 0.14% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,465 | $455.5K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 3,469 | $456.1K | 0.05% | −10−0.3% | Reduced |
| Whalerock Point Partners, LLC | 3,490 | $458.8K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 3,492 | $459.0K | 0.05% | +45+1.3% | Added |
| Hennessy Advisors Inc | 3,500 | $460.1K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,512 | $461.7K | 0.10% | +328+10.3% | Added |
| Courier Capital LLC | 3,528 | $463.8K | 0.03% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,530 | $464.1K | 0.08% | +111+3.2% | Added |
| MTM Investment Management, LLC | 3,349 | $464.2K | 0.18% | −200−5.6% | Reduced |
| Empirical Asset Management, LLC | 23,802 | $464.9K | 0.17% | +757+3.3% | Added |
| Harbor Advisors LLC | 3,541 | $465.5K | 0.08% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,545 | $466.0K | 0.26% | +10.0% | Added |
| Biltmore Wealth Management, LLC | 3,568 | $469.0K | 0.19% | +172+5.1% | Added |
| Hanson & Doremus Investment Management | 3,576 | $470.0K | 0.07% | −139−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 3,583 | $471.0K | 0.01% | +89+2.5% | Added |
| Counterpoint Mutual Funds LLC | 3,595 | $472.6K | 0.09% | +3,595 | New |
| Unique Wealth Strategies, LLC | 3,613 | $474.9K | 0.20% | +3,592+17,104.8% | Added |
| Good Life Advisors, LLC | 3,639 | $478.4K | 0.03% | +330+10.0% | Added |
| Roundview Capital LLC | 3,640 | $478.5K | 0.03% | +212+6.2% | Added |
| Stratos Wealth Advisors, LLC | 3,645 | $479.2K | 0.02% | −426−10.5% | Reduced |
| Welch Group, LLC | 3,647 | $479.4K | 0.02% | −314−7.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,659 | $481.0K | 0.02% | −3,962−52.0% | Reduced |
| Change Path, LLC | 3,697 | $486.0K | 0.02% | +1,128+43.9% | Added |
| Uncommon Cents Investing LLC | 3,697 | $486.0K | 0.14% | 00.0% | Unchanged |
| CSS LLC | 3,700 | $486.4K | 0.03% | −300−7.5% | Reduced |
| Schnieders Capital Management LLC | 3,713 | $488.1K | 0.09% | −1,345−26.6% | Reduced |
| Ontario Teachers Pension Plan Board | 3,719 | $488.9K | 0.00% | +3,719 | New |
| Weaver Consulting Group | 3,722 | $489.3K | 0.16% | −900−19.5% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $489.7K | 0.23% | 00.0% | Unchanged |
| Danske Bank A/S | 3,739 | $491.5K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,744 | $492.1K | 0.27% | +1,937+107.2% | Added |
| WP Advisors, LLC | 3,745 | $492.3K | 0.18% | −399−9.6% | Reduced |
| Morse Asset Management, Inc | 3,750 | $492.9K | 0.11% | +3,750 | New |
| Gamco Investors, Inc. Et Al | 3,783 | $497.3K | 0.01% | −500−11.7% | Reduced |
| Nwam LLC | 3,791 | $498.3K | 0.03% | +3,791 | New |
| Versor Investments LP | 3,800 | $499.5K | 0.08% | −5,338−58.4% | Reduced |
| Harbour Trust & Investment Management Co | 3,811 | $501.0K | 0.06% | −112−2.9% | Reduced |
| Lebenthal Global Advisors, LLC | 3,813 | $501.2K | 0.10% | +446+13.2% | Added |
| Spinnaker Trust | 3,818 | $501.9K | 0.03% | +7+0.2% | Added |
| Three Seasons Wealth, LLC | 3,826 | $502.9K | 0.26% | +3,826 | New |
| Montchanin Asset Management, LLC | 3,830 | $503.0K | 0.46% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,834 | $503.9K | 0.01% | −271−6.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,848 | $505.9K | 0.06% | +10.0% | Added |
| Greenfield Seitz Capital Management, LLC | 3,858 | $507.1K | 0.19% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,866 | $508.1K | 0.29% | +3,866 | Added |
| Princeton Global Asset Management LLC | 3,869 | $508.6K | 0.10% | +3+0.1% | Added |
| Wintrust Investments LLC | 3,874 | $509.0K | 0.38% | −33,744−89.7% | Reduced |
| Bennett Associates Wealth Management | 3,879 | $509.9K | 0.42% | +134+3.6% | Added |
| Foster & Motley Inc | 3,886 | $511.0K | 0.03% | −212−5.2% | Reduced |
| Field & Main Bank | 3,888 | $511.1K | 0.18% | −45−1.1% | Reduced |
| Conning Inc. | 3,893 | $511.7K | 0.02% | −31−0.8% | Reduced |
| NBC Securities, Inc. | 3,908 | $513.0K | 0.04% | −200−4.9% | Reduced |
| Everpar Advisors LLC | 3,909 | $513.8K | 0.27% | −678−14.8% | Reduced |
| Ballew Advisors, Inc | 3,839 | $517.2K | 0.35% | +37+1.0% | Added |
| John G Ullman & Associates Inc | 3,950 | $519.2K | 0.07% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,950 | $519.2K | 0.34% | −38−1.0% | Reduced |
| WESPAC Advisors, LLC | 3,950 | $519.2K | 0.38% | +222+6.0% | Added |
| Riverwater Partners LLC | 3,864 | $519.6K | 0.26% | −67−1.7% | Reduced |
| JT Stratford LLC | 3,956 | $520.0K | 0.09% | +153+4.0% | Added |
| Mma Asset Management LLC | 4,117 | $520.6K | 0.14% | +2,687+187.9% | Added |
| Kuhn & Co Investment Counsel | 3,968 | $521.6K | 0.45% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,970 | $521.8K | 0.44% | −85−2.1% | Reduced |
| Roof Eidam & Maycock | 3,972 | $522.1K | 0.13% | −775−16.3% | Reduced |
| Foundations Investment Advisors, LLC | 3,979 | $523.0K | 0.01% | +20+0.5% | Added |
| Brandywine Oak Private Wealth LLC | 3,984 | $523.7K | 0.05% | +251+6.7% | Added |
| Outfitter Financial LLC | 4,000 | $525.8K | 0.43% | 00.0% | Unchanged |
| Payden & Rygel | 4,000 | $526.0K | 0.04% | −109,100−96.5% | Reduced |
| Gryphon Financial Partners LLC | 4,010 | $527.1K | 0.07% | −6−0.1% | Reduced |
| Bridges Investment Management Inc | 4,013 | $527.5K | 0.01% | +345+9.4% | Added |
| Sunbelt Securities, Inc. | 4,027 | $529.3K | 0.05% | +1,171+41.0% | Added |
| Peoples Financial Services Corp. | 4,075 | $535.7K | 0.24% | −1,365−25.1% | Reduced |
| Cadinha & Co LLC | 4,080 | $536.3K | 0.09% | +800+24.4% | Added |
| Advisor OS, LLC | 4,095 | $538.3K | 0.05% | +144+3.6% | Added |
| Estabrook Capital Management | 4,109 | $540.1K | 0.08% | 00.0% | Unchanged |
| Syon Capital LLC | 4,118 | $541.3K | 0.05% | +91+2.3% | Added |
| Burford Brothers, Inc. | 4,120 | $541.6K | 0.28% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,123 | $542.0K | 0.02% | +194+4.9% | Added |
| Coastal Investment Advisors, Inc. | 4,010 | $543.0K | 0.25% | +931+30.2% | Added |
| SAM Advisors, LLC | 4,136 | $543.7K | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,137 | $543.8K | 0.16% | −45−1.1% | Reduced |
| Mill Capital Management, LLC | 4,145 | $544.9K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,163 | $547.2K | 0.05% | −136−3.2% | Reduced |
| Merit Financial Group, LLC | 4,168 | $547.8K | 0.01% | −3,037−42.2% | Reduced |
| Smart Portfolios, LLC | 4,170 | $548.1K | 0.56% | −30−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,177 | $549.1K | 0.08% | −15,626−78.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,190 | $550.8K | 0.09% | +130+3.2% | Added |
| 49 Wealth Management, LLC | 4,214 | $554.0K | 0.09% | +425+11.2% | Added |
| Pitcairn Co | 4,217 | $554.3K | 0.03% | −523−11.0% | Reduced |