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
- 1,774
- +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
- 610 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 |
|---|---|---|---|---|---|
| Roof Eidam & Maycock | 3,972 | $522.1K | 0.13% | −775−16.3% | Reduced |
| Fulcrum Equity Management | 3,970 | $521.8K | 0.44% | −85−2.1% | Reduced |
| Kuhn & Co Investment Counsel | 3,968 | $521.6K | 0.45% | 00.0% | Unchanged |
| Mma Asset Management LLC | 4,117 | $520.6K | 0.14% | +2,687+187.9% | Added |
| JT Stratford LLC | 3,956 | $520.0K | 0.09% | +153+4.0% | Added |
| Riverwater Partners LLC | 3,864 | $519.6K | 0.26% | −67−1.7% | Reduced |
| 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 |
| John G Ullman & Associates Inc | 3,950 | $519.2K | 0.07% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,839 | $517.2K | 0.35% | +37+1.0% | Added |
| Everpar Advisors LLC | 3,909 | $513.8K | 0.27% | −678−14.8% | Reduced |
| NBC Securities, Inc. | 3,908 | $513.0K | 0.04% | −200−4.9% | Reduced |
| Conning Inc. | 3,893 | $511.7K | 0.02% | −31−0.8% | Reduced |
| Field & Main Bank | 3,888 | $511.1K | 0.18% | −45−1.1% | Reduced |
| Foster & Motley Inc | 3,886 | $511.0K | 0.03% | −212−5.2% | Reduced |
| Bennett Associates Wealth Management | 3,879 | $509.9K | 0.42% | +134+3.6% | Added |
| Wintrust Investments LLC | 3,874 | $509.0K | 0.38% | −33,744−89.7% | Reduced |
| Princeton Global Asset Management LLC | 3,869 | $508.6K | 0.10% | +3+0.1% | Added |
| Dogwood Wealth Management LLC | 3,866 | $508.1K | 0.29% | +3,866 | Added |
| Greenfield Seitz Capital Management, LLC | 3,858 | $507.1K | 0.19% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,848 | $505.9K | 0.06% | +10.0% | Added |
| Perigon Wealth Management, LLC | 3,834 | $503.9K | 0.01% | −271−6.6% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $503.0K | 0.46% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,826 | $502.9K | 0.26% | +3,826 | New |
| Spinnaker Trust | 3,818 | $501.9K | 0.03% | +7+0.2% | Added |
| Lebenthal Global Advisors, LLC | 3,813 | $501.2K | 0.10% | +446+13.2% | Added |
| Harbour Trust & Investment Management Co | 3,811 | $501.0K | 0.06% | −112−2.9% | Reduced |
| Versor Investments LP | 3,800 | $499.5K | 0.08% | −5,338−58.4% | Reduced |
| Nwam LLC | 3,791 | $498.3K | 0.03% | +3,791 | New |
| Gamco Investors, Inc. Et Al | 3,783 | $497.3K | 0.01% | −500−11.7% | Reduced |
| Morse Asset Management, Inc | 3,750 | $492.9K | 0.11% | +3,750 | New |
| WP Advisors, LLC | 3,745 | $492.3K | 0.18% | −399−9.6% | Reduced |
| Custom Index Systems, LLC | 3,744 | $492.1K | 0.27% | +1,937+107.2% | Added |
| Danske Bank A/S | 3,739 | $491.5K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,725 | $489.7K | 0.23% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,722 | $489.3K | 0.16% | −900−19.5% | Reduced |
| Ontario Teachers Pension Plan Board | 3,719 | $488.9K | 0.00% | +3,719 | New |
| Schnieders Capital Management LLC | 3,713 | $488.1K | 0.09% | −1,345−26.6% | Reduced |
| CSS LLC | 3,700 | $486.4K | 0.03% | −300−7.5% | Reduced |
| Uncommon Cents Investing LLC | 3,697 | $486.0K | 0.14% | 00.0% | Unchanged |
| Change Path, LLC | 3,697 | $486.0K | 0.02% | +1,128+43.9% | Added |
| Freestone Capital Holdings, LLC | 3,659 | $481.0K | 0.02% | −3,962−52.0% | Reduced |
| Welch Group, LLC | 3,647 | $479.4K | 0.02% | −314−7.9% | Reduced |
| Stratos Wealth Advisors, LLC | 3,645 | $479.2K | 0.02% | −426−10.5% | Reduced |
| Roundview Capital LLC | 3,640 | $478.5K | 0.03% | +212+6.2% | Added |
| Good Life Advisors, LLC | 3,639 | $478.4K | 0.03% | +330+10.0% | Added |
| Unique Wealth Strategies, LLC | 3,613 | $474.9K | 0.20% | +3,592+17,104.8% | Added |
| Counterpoint Mutual Funds LLC | 3,595 | $472.6K | 0.09% | +3,595 | New |
| BKD Wealth Advisors, LLC | 3,583 | $471.0K | 0.01% | +89+2.5% | Added |
| Hanson & Doremus Investment Management | 3,576 | $470.0K | 0.07% | −139−3.7% | Reduced |
| Biltmore Wealth Management, LLC | 3,568 | $469.0K | 0.19% | +172+5.1% | Added |
| Prairie Sky Financial Group LLC | 3,545 | $466.0K | 0.26% | +10.0% | Added |
| Harbor Advisors LLC | 3,541 | $465.5K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 23,802 | $464.9K | 0.17% | +757+3.3% | Added |
| MTM Investment Management, LLC | 3,349 | $464.2K | 0.18% | −200−5.6% | Reduced |
| Ambassador Advisors, LLC | 3,530 | $464.1K | 0.08% | +111+3.2% | Added |
| Courier Capital LLC | 3,528 | $463.8K | 0.03% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,512 | $461.7K | 0.10% | +328+10.3% | Added |
| Hennessy Advisors Inc | 3,500 | $460.1K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 3,492 | $459.0K | 0.05% | +45+1.3% | Added |
| Whalerock Point Partners, LLC | 3,490 | $458.8K | 0.11% | 00.0% | Unchanged |
| Norden Group LLC | 3,469 | $456.1K | 0.05% | −10−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 3,465 | $455.5K | 0.03% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 3,446 | $453.1K | 0.14% | 00.0% | Unchanged |
| RDA Financial Network | 3,445 | $452.8K | 0.14% | +3,445 | New |
| Corbyn Investment Management Inc | 3,441 | $452.3K | 0.17% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,424 | $450.1K | 0.04% | −233−6.4% | Reduced |
| Castleark Management LLC | 3,420 | $449.6K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,402 | $447.2K | 0.07% | +10.0% | Added |
| Wedgewood Investors Inc | 3,400 | $446.9K | 0.49% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,391 | $445.7K | 0.03% | +180+5.6% | Added |
| Excalibur Management Corp | 3,390 | $445.6K | 0.17% | −53−1.5% | Reduced |
| Van Strum & Towne Inc. | 3,381 | $444.4K | 0.15% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,355 | $441.0K | 0.13% | +28+0.8% | Added |
| Ethic Inc. | 2,697 | $440.5K | 0.01% | −1,257−31.8% | Reduced |
| Reuter James Wealth Management, LLC | 3,349 | $440.3K | 0.08% | +1,661+98.4% | Added |
| Spire Wealth Management | 3,335 | $438.4K | 0.01% | −583−14.9% | Reduced |
| Tennessee Valley Asset Management Partners | 3,325 | $437.1K | 0.07% | +52+1.6% | Added |
| Allen Investment Management LLC | 3,318 | $436.2K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,307 | $434.7K | 0.06% | −29−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,300 | $433.8K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 3,282 | $431.5K | 0.07% | +3+0.1% | Added |
| Tanager Wealth Management LLP | 3,280 | $431.2K | 0.06% | −49−1.5% | Reduced |
| Perpetual Ltd | 3,278 | $430.9K | 0.00% | −26−0.8% | Reduced |
| Clarius Group, LLC | 3,244 | $430.6K | 0.03% | −142−4.2% | Reduced |
| Harbour Investments, Inc. | 3,275 | $430.5K | 0.01% | −5−0.2% | Reduced |
| LCNB Corp | 3,272 | $430.1K | 0.15% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,228 | $428.0K | 0.13% | −310−8.8% | Reduced |
| Keel Point, LLC | 3,256 | $427.9K | 0.04% | −248−7.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,255 | $427.9K | 0.12% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,252 | $427.5K | 0.03% | +3,252 | New |
| 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 |
| Southland Equity Partners LLC | 3,245 | $426.6K | 0.10% | +1,010+45.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,228 | $424.3K | 0.00% | +1,769+121.2% | Added |
| Chicago Trust Co NA | 3,224 | $423.8K | 0.07% | −28−0.9% | Reduced |
| Passumpsic Savings Bank | 3,223 | $423.7K | 0.28% | +74+2.3% | Added |
| Chesapeake Asset Management LLC | 3,220 | $423.3K | 0.37% | +131+4.2% | Added |
| Whittier Trust Co | 3,216 | $422.7K | 0.01% | +26+0.8% | Added |