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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 4,231 | $556.2K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,236 | $556.8K | 0.05% | −60−1.4% | Reduced |
| SignalPoint Asset Management, LLC | 4,249 | $556.9K | 0.13% | +18+0.4% | Added |
| Demars Financial Group, LLC | 4,252 | $558.9K | 0.25% | −82−1.9% | Reduced |
| Old Point Trust & Financial Services N A | 4,309 | $566.4K | 0.20% | 00.0% | Unchanged |
| Clifford Group, LLC | 4,309 | $566.4K | 0.44% | +241+5.9% | Added |
| Campion Asset Management LLC | 4,342 | $570.8K | 0.42% | −370−7.9% | Reduced |
| Transcend Wealth Collective, LLC | 4,352 | $572.2K | 0.04% | −1,044−19.3% | Reduced |
| Geneos Wealth Management Inc. | 4,366 | $573.9K | 0.02% | +538+14.1% | Added |
| Vaughan David Investments LLC | 4,381 | $576.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,383 | $576.2K | 0.02% | −113−2.5% | Reduced |
| Fulton Bank, N.A. | 4,388 | $576.8K | 0.02% | −1,067−19.6% | Reduced |
| Cigna Investments Inc | 4,394 | $578.0K | 0.10% | −45−1.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,400 | $578.4K | 0.13% | +3,200+266.7% | Added |
| Atlas Capital Advisors LLC | 4,402 | $578.6K | 0.09% | −1,994−31.2% | Reduced |
| Drake & Associates, LLC | 4,406 | $579.2K | 0.19% | +4,406 | New |
| Patron Partners Advisors, LLC | 4,411 | $579.8K | 0.32% | −29−0.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $582.3K | 0.20% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,439 | $583.5K | 0.10% | +18+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,461 | $586.4K | 0.06% | +98+2.2% | Added |
| BKM Wealth Management, LLC | 4,463 | $586.7K | 0.24% | −10,300−69.8% | Reduced |
| Regal Investment Advisors LLC | 4,478 | $588.7K | 0.04% | −6,391−58.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,481 | $589.0K | 0.04% | −1,480−24.8% | Reduced |
| Larson Financial Group LLC | 4,533 | $595.8K | 0.03% | +664+17.2% | Added |
| Agf Management Ltd | 4,542 | $597.0K | 0.00% | −80−1.7% | Reduced |
| Graypoint LLC | 4,558 | $599.2K | 0.04% | −165−3.5% | Reduced |
| S.A. Mason LLC | 4,579 | $601.9K | 0.32% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,580 | $602.0K | 0.50% | +85+1.9% | Added |
| Modera Wealth Management, LLC | 4,613 | $606.4K | 0.01% | −152−3.2% | Reduced |
| Keebeck Alpha, LP | 4,615 | $606.6K | 0.39% | +4,615 | New |
| Trust Co of Vermont | 4,623 | $607.7K | 0.03% | +102+2.3% | Added |
| New Century Financial Group, LLC | 4,660 | $612.6K | 0.22% | +139+3.1% | Added |
| Means Investment Co., Inc. | 4,669 | $613.7K | 0.07% | +3+0.1% | Added |
| North Star Investment Management Corp. | 4,674 | $614.5K | 0.04% | +3+0.1% | Added |
| West Paces Advisors Inc. | 4,679 | $615.1K | 0.15% | −27−0.6% | Reduced |
| NorthRock Partners, LLC | 4,682 | $615.4K | 0.02% | +131+2.9% | Added |
| EverSource Wealth Advisors, LLC | 4,695 | $617.2K | 0.04% | −470−9.1% | Reduced |
| Axq Capital, LP | 4,702 | $618.1K | 0.19% | +4,702 | New |
| Ausdal Financial Partners, Inc. | 4,718 | $620.1K | 0.06% | −23−0.5% | Reduced |
| KCM Investment Advisors LLC | 4,727 | $621.3K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,728 | $621.5K | 0.03% | −5,204−52.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,751 | $624.5K | 0.06% | −1,833−27.8% | Reduced |
| Cornerstone Wealth Group, LLC | 4,752 | $624.6K | 0.05% | +12+0.3% | Added |
| Sharp Financial Services, LLC | 4,771 | $627.1K | 0.48% | +365+8.3% | Added |
| Investors Research Corp | 4,776 | $627.8K | 0.14% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,786 | $629.1K | 0.12% | +108+2.3% | Added |
| BluePath Capital Management, LLC | 4,803 | $631.3K | 0.40% | −22−0.5% | Reduced |
| Lincoln Capital LLC | 4,822 | $633.9K | 0.13% | −25−0.5% | Reduced |
| AA Financial Advisors, LLC | 4,841 | $636.4K | 0.18% | +381+8.5% | Added |
| Neo Ivy Capital Management | 4,852 | $638.0K | 0.21% | +4,852 | New |
| Focus Financial Network, Inc. | 4,861 | $639.0K | 0.03% | +104+2.2% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $640.7K | 0.13% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,895 | $643.0K | 0.05% | −4,327−46.9% | Reduced |
| EPG Wealth Management LLC | 4,895 | $643.4K | 0.16% | +4,895 | Added |
| Flputnam Investment Management Co | 4,910 | $645.4K | 0.01% | −1,907−28.0% | Reduced |
| Islay Capital Management, LLC | 4,935 | $648.7K | 0.44% | +300+6.5% | Added |
| Financial Advisory Service, Inc. | 4,946 | $650.2K | 0.05% | −23−0.5% | Reduced |
| Garrison Point Advisors, LLC | 4,955 | $651.3K | 0.40% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,968 | $653.0K | 0.00% | −1,374−21.7% | Reduced |
| AlphaCore Capital LLC | 4,974 | $653.9K | 0.15% | +451+10.0% | Added |
| Prelude Capital Management, LLC | 5,018 | $659.6K | 0.05% | +5,018 | New |
| Charter Trust Co | 5,038 | $662.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,072 | $666.7K | 0.07% | −237−4.5% | Reduced |
| LVM Capital Management Ltd | 4,722 | $667.0K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,079 | $667.6K | 0.03% | +175+3.6% | Added |
| Quadrant Capital Group LLC | 5,086 | $668.6K | 0.05% | −124−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,087 | $668.7K | 0.07% | −2,836−35.8% | Reduced |
| Symphony Financial, Ltd. Co. | 5,103 | $668.8K | 0.11% | +240+4.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,827 | $669.2K | 0.32% | +71+1.5% | Added |
| Nicholson Wealth Management Group, LLC | 5,110 | $671.7K | 0.55% | +5,110 | New |
| Abundance Wealth Counselors | 5,124 | $674.0K | 0.14% | +5,124 | New |
| Weatherly Asset Management L. P. | 5,142 | $675.9K | 0.06% | +148+3.0% | Added |
| San Luis Wealth Advisors LLC | 5,153 | $677.0K | 0.14% | +2,590+101.1% | Added |
| Nikko Asset Management Americas, Inc. | 5,151 | $677.1K | 0.01% | −469−8.3% | Reduced |
| Warren Averett Asset Management, LLC | 5,182 | $681.2K | 0.01% | −117−2.2% | Reduced |
| Baldwin Brothers Inc | 5,206 | $684.3K | 0.05% | +3,288+171.4% | Added |
| Linscomb & Williams, Inc. | 5,218 | $685.9K | 0.03% | +19+0.4% | Added |
| Fisher Asset Management, LLC | 5,237 | $688.5K | 0.00% | −409−7.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,249 | $690.0K | 0.04% | −1,148−17.9% | Reduced |
| TrinityPoint Wealth, LLC | 5,312 | $698.2K | 0.10% | +122+2.4% | Added |
| Vinva Investment Management Ltd | 5,345 | $700.5K | 0.03% | +5,345 | New |
| Great Diamond Partners, LLC | 5,342 | $702.2K | 0.18% | −352−6.2% | Reduced |
| Merrion Investment Management Co, LLC | 5,350 | $703.3K | 0.46% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,371 | $706.1K | 0.09% | −229−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,388 | $708.2K | 0.02% | −106−1.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,409 | $711.0K | 0.12% | −112−2.0% | Reduced |
| Whitener Capital Management, Inc. | 5,419 | $712.4K | 0.20% | +300+5.9% | Added |
| Worth Financial Advisory Group, LLC | 5,434 | $714.3K | 0.42% | +73+1.4% | Added |
| Basepoint Wealth LLC | 5,449 | $716.2K | 0.53% | −99−1.8% | Reduced |
| Armor Investment Advisors, LLC | 5,464 | $718.3K | 0.30% | −5,340−49.4% | Reduced |
| Exchange Traded Concepts, LLC | 5,483 | $720.7K | 0.02% | +1,014+22.7% | Added |
| Essex Savings Bank | 5,532 | $727.2K | 0.18% | −11−0.2% | Reduced |
| OmniStar Financial Group, Inc. | 5,538 | $731.1K | 0.55% | +1,195+27.5% | Added |
| GTS Securities LLC | 5,578 | $733.2K | 0.01% | +2,499+81.2% | Added |
| Trust Co of Toledo NA | 5,591 | $734.9K | 0.10% | −74−1.3% | Reduced |
| Consolidated Planning Corp | 5,626 | $739.6K | 0.11% | +2,720+93.6% | Added |
| Stegent Equity Advisors, Inc. | 5,632 | $740.3K | 0.82% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5,651 | $742.8K | 0.17% | +378+7.2% | Added |
| Integrated Advisors Network LLC | 5,651 | $742.9K | 0.04% | −116−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 5,657 | $743.6K | 0.12% | +146+2.6% | Added |