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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 5,182 | $681.2K | 0.01% | −117−2.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,151 | $677.1K | 0.01% | −469−8.3% | Reduced |
| San Luis Wealth Advisors LLC | 5,153 | $677.0K | 0.14% | +2,590+101.1% | Added |
| Weatherly Asset Management L. P. | 5,142 | $675.9K | 0.06% | +148+3.0% | Added |
| Abundance Wealth Counselors | 5,124 | $674.0K | 0.14% | +5,124 | New |
| Nicholson Wealth Management Group, LLC | 5,110 | $671.7K | 0.55% | +5,110 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,827 | $669.2K | 0.32% | +71+1.5% | Added |
| Symphony Financial, Ltd. Co. | 5,103 | $668.8K | 0.11% | +240+4.9% | Added |
| SeaCrest Wealth Management, LLC | 5,087 | $668.7K | 0.07% | −2,836−35.8% | Reduced |
| Quadrant Capital Group LLC | 5,086 | $668.6K | 0.05% | −124−2.4% | Reduced |
| Waldron Private Wealth LLC | 5,079 | $667.6K | 0.03% | +175+3.6% | Added |
| LVM Capital Management Ltd | 4,722 | $667.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,072 | $666.7K | 0.07% | −237−4.5% | Reduced |
| Charter Trust Co | 5,038 | $662.2K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,018 | $659.6K | 0.05% | +5,018 | New |
| AlphaCore Capital LLC | 4,974 | $653.9K | 0.15% | +451+10.0% | Added |
| Rathbone Brothers plc | 4,968 | $653.0K | 0.00% | −1,374−21.7% | Reduced |
| Garrison Point Advisors, LLC | 4,955 | $651.3K | 0.40% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,946 | $650.2K | 0.05% | −23−0.5% | Reduced |
| Islay Capital Management, LLC | 4,935 | $648.7K | 0.44% | +300+6.5% | Added |
| Flputnam Investment Management Co | 4,910 | $645.4K | 0.01% | −1,907−28.0% | Reduced |
| EPG Wealth Management LLC | 4,895 | $643.4K | 0.16% | +4,895 | Added |
| CFS Investment Advisory Services, LLC | 4,895 | $643.0K | 0.05% | −4,327−46.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,874 | $640.7K | 0.13% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,861 | $639.0K | 0.03% | +104+2.2% | Added |
| Neo Ivy Capital Management | 4,852 | $638.0K | 0.21% | +4,852 | New |
| AA Financial Advisors, LLC | 4,841 | $636.4K | 0.18% | +381+8.5% | Added |
| Lincoln Capital LLC | 4,822 | $633.9K | 0.13% | −25−0.5% | Reduced |
| BluePath Capital Management, LLC | 4,803 | $631.3K | 0.40% | −22−0.5% | Reduced |
| Probity Advisors, Inc. | 4,786 | $629.1K | 0.12% | +108+2.3% | Added |
| Investors Research Corp | 4,776 | $627.8K | 0.14% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 4,771 | $627.1K | 0.48% | +365+8.3% | Added |
| Cornerstone Wealth Group, LLC | 4,752 | $624.6K | 0.05% | +12+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,751 | $624.5K | 0.06% | −1,833−27.8% | Reduced |
| Venturi Wealth Management, LLC | 4,728 | $621.5K | 0.03% | −5,204−52.4% | Reduced |
| KCM Investment Advisors LLC | 4,727 | $621.3K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,718 | $620.1K | 0.06% | −23−0.5% | Reduced |
| Axq Capital, LP | 4,702 | $618.1K | 0.19% | +4,702 | New |
| EverSource Wealth Advisors, LLC | 4,695 | $617.2K | 0.04% | −470−9.1% | Reduced |
| NorthRock Partners, LLC | 4,682 | $615.4K | 0.02% | +131+2.9% | Added |
| West Paces Advisors Inc. | 4,679 | $615.1K | 0.15% | −27−0.6% | Reduced |
| North Star Investment Management Corp. | 4,674 | $614.5K | 0.04% | +3+0.1% | Added |
| Means Investment Co., Inc. | 4,669 | $613.7K | 0.07% | +3+0.1% | Added |
| New Century Financial Group, LLC | 4,660 | $612.6K | 0.22% | +139+3.1% | Added |
| Trust Co of Vermont | 4,623 | $607.7K | 0.03% | +102+2.3% | Added |
| Keebeck Alpha, LP | 4,615 | $606.6K | 0.39% | +4,615 | New |
| Modera Wealth Management, LLC | 4,613 | $606.4K | 0.01% | −152−3.2% | Reduced |
| Richwood Investment Advisors, LLC | 4,580 | $602.0K | 0.50% | +85+1.9% | Added |
| S.A. Mason LLC | 4,579 | $601.9K | 0.32% | 00.0% | Unchanged |
| Graypoint LLC | 4,558 | $599.2K | 0.04% | −165−3.5% | Reduced |
| Agf Management Ltd | 4,542 | $597.0K | 0.00% | −80−1.7% | Reduced |
| Larson Financial Group LLC | 4,533 | $595.8K | 0.03% | +664+17.2% | Added |
| Schechter Investment Advisors, LLC | 4,481 | $589.0K | 0.04% | −1,480−24.8% | Reduced |
| Regal Investment Advisors LLC | 4,478 | $588.7K | 0.04% | −6,391−58.8% | Reduced |
| BKM Wealth Management, LLC | 4,463 | $586.7K | 0.24% | −10,300−69.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,461 | $586.4K | 0.06% | +98+2.2% | Added |
| Montecito Bank & Trust | 4,439 | $583.5K | 0.10% | +18+0.4% | Added |
| Peregrine Asset Advisers, Inc. | 4,430 | $582.3K | 0.20% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 4,411 | $579.8K | 0.32% | −29−0.7% | Reduced |
| Drake & Associates, LLC | 4,406 | $579.2K | 0.19% | +4,406 | New |
| Atlas Capital Advisors LLC | 4,402 | $578.6K | 0.09% | −1,994−31.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,400 | $578.4K | 0.13% | +3,200+266.7% | Added |
| Cigna Investments Inc | 4,394 | $578.0K | 0.10% | −45−1.0% | Reduced |
| Fulton Bank, N.A. | 4,388 | $576.8K | 0.02% | −1,067−19.6% | Reduced |
| Evergreen Capital Management LLC | 4,383 | $576.2K | 0.02% | −113−2.5% | Reduced |
| Vaughan David Investments LLC | 4,381 | $576.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,366 | $573.9K | 0.02% | +538+14.1% | Added |
| Transcend Wealth Collective, LLC | 4,352 | $572.2K | 0.04% | −1,044−19.3% | Reduced |
| Campion Asset Management LLC | 4,342 | $570.8K | 0.42% | −370−7.9% | Reduced |
| Clifford Group, LLC | 4,309 | $566.4K | 0.44% | +241+5.9% | Added |
| Old Point Trust & Financial Services N A | 4,309 | $566.4K | 0.20% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 4,252 | $558.9K | 0.25% | −82−1.9% | Reduced |
| SignalPoint Asset Management, LLC | 4,249 | $556.9K | 0.13% | +18+0.4% | Added |
| Angeles Wealth Management, LLC | 4,236 | $556.8K | 0.05% | −60−1.4% | Reduced |
| Naviter Wealth, LLC | 4,231 | $556.2K | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 4,217 | $554.3K | 0.03% | −523−11.0% | Reduced |
| 49 Wealth Management, LLC | 4,214 | $554.0K | 0.09% | +425+11.2% | Added |
| Sompo Asset Management Co., Ltd. | 4,190 | $550.8K | 0.09% | +130+3.2% | Added |
| Teamwork Financial Advisors, LLC | 4,177 | $549.1K | 0.08% | −15,626−78.9% | Reduced |
| Smart Portfolios, LLC | 4,170 | $548.1K | 0.56% | −30−0.7% | Reduced |
| Merit Financial Group, LLC | 4,168 | $547.8K | 0.01% | −3,037−42.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,163 | $547.2K | 0.05% | −136−3.2% | Reduced |
| Mill Capital Management, LLC | 4,145 | $544.9K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,137 | $543.8K | 0.16% | −45−1.1% | Reduced |
| SAM Advisors, LLC | 4,136 | $543.7K | 0.20% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,010 | $543.0K | 0.25% | +931+30.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,123 | $542.0K | 0.02% | +194+4.9% | Added |
| Burford Brothers, Inc. | 4,120 | $541.6K | 0.28% | 00.0% | Unchanged |
| Syon Capital LLC | 4,118 | $541.3K | 0.05% | +91+2.3% | Added |
| Estabrook Capital Management | 4,109 | $540.1K | 0.08% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,095 | $538.3K | 0.05% | +144+3.6% | Added |
| Cadinha & Co LLC | 4,080 | $536.3K | 0.09% | +800+24.4% | Added |
| Peoples Financial Services Corp. | 4,075 | $535.7K | 0.24% | −1,365−25.1% | Reduced |
| Sunbelt Securities, Inc. | 4,027 | $529.3K | 0.05% | +1,171+41.0% | Added |
| Bridges Investment Management Inc | 4,013 | $527.5K | 0.01% | +345+9.4% | Added |
| Gryphon Financial Partners LLC | 4,010 | $527.1K | 0.07% | −6−0.1% | Reduced |
| Payden & Rygel | 4,000 | $526.0K | 0.04% | −109,100−96.5% | Reduced |
| Outfitter Financial LLC | 4,000 | $525.8K | 0.43% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,984 | $523.7K | 0.05% | +251+6.7% | Added |
| Foundations Investment Advisors, LLC | 3,979 | $523.0K | 0.01% | +20+0.5% | Added |