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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 3,215 | $422.6K | 0.05% | +216+7.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $422.3K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,212 | $422.2K | 0.04% | −447−12.2% | Reduced |
| Granite Group Advisors, LLC | 3,207 | $421.6K | 0.27% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,204 | $421.2K | 0.05% | 00.0% | Unchanged |
| Univest Financial Corp | 3,196 | $420.2K | 0.03% | +3,196 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,192 | $419.6K | 0.01% | −153−4.6% | Reduced |
| First National Bank Sioux Falls | 3,184 | $418.5K | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,175 | $417.3K | 0.03% | −2,804−46.9% | Reduced |
| StoneX Group Inc. | 3,175 | $417.3K | 0.03% | +452+16.6% | Added |
| PDS Planning, Inc | 3,169 | $416.6K | 0.04% | +55+1.8% | Added |
| McDaniel Terry & Co | 3,168 | $416.0K | 0.03% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,158 | $415.1K | 0.08% | +3,158 | New |
| Soltis Investment Advisors LLC | 3,157 | $415.0K | 0.04% | −234−6.9% | Reduced |
| CoreFirst Bank & Trust | 3,148 | $413.8K | 0.24% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,147 | $413.7K | 0.03% | −10−0.3% | Reduced |
| NBT Bank N A | 3,144 | $413.3K | 0.03% | −104−3.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,121 | $410.3K | 0.02% | −58−1.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,119 | $410.0K | 0.03% | −2,512−44.6% | Reduced |
| iA Global Asset Management Inc. | 3,099 | $407.0K | 0.01% | +3,099 | New |
| Second Line Capital, LLC | 3,091 | $406.3K | 0.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,091 | $406.3K | 0.01% | +71+2.4% | Added |
| Intrinsic Value Partners, LLC | 3,089 | $406.0K | 0.41% | −78−2.5% | Reduced |
| ARS Investment Partners, LLC | 3,086 | $405.7K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,073 | $403.9K | 0.02% | −328−9.6% | Reduced |
| Moody National Bank Trust Division | 3,066 | $403.0K | 0.04% | +1,150+60.0% | Added |
| Fortis Capital Advisors, LLC | 3,043 | $400.0K | 0.13% | +3,043 | New |
| Legacy Capital Wealth Partners, LLC | 3,038 | $399.3K | 0.08% | −19−0.6% | Reduced |
| Davidson Trust Co | 3,036 | $399.1K | 0.21% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,028 | $398.0K | 0.20% | −115−3.7% | Reduced |
| Brighton Jones LLC | 3,025 | $397.6K | 0.01% | −1,582−34.3% | Reduced |
| Stockman Wealth Management, Inc. | 3,018 | $396.7K | 0.06% | −9−0.3% | Reduced |
| E&G Advisors, LP | 3,017 | $396.6K | 0.11% | −55−1.8% | Reduced |
| Savvy Advisors, Inc. | 3,014 | $396.2K | 0.08% | −998−24.9% | Reduced |
| Townsend Asset Management Corp | 3,012 | $395.9K | 0.15% | −41−1.3% | Reduced |
| Cito Capital Group, LLC | 3,000 | $394.0K | 0.15% | 00.0% | Unchanged |
| MQS Management LLC | 2,975 | $391.1K | 0.22% | +612+25.9% | Added |
| Thompson Siegel & Walmsley LLC | 2,974 | $391.0K | 0.01% | +275+10.2% | Added |
| Aries Wealth Management | 2,973 | $390.8K | 0.11% | −110−3.6% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $388.8K | 0.28% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,954 | $388.2K | 0.07% | −783−21.0% | Reduced |
| CX Institutional | 2,940 | $386.5K | 0.02% | −507−14.7% | Reduced |
| Close Asset Management Ltd | 2,935 | $386.0K | 0.01% | +686+30.5% | Added |
| Capital Investment Advisors, LLC | 2,934 | $385.7K | 0.01% | −748−20.3% | Reduced |
| Magnus Financial Group LLC | 2,933 | $385.6K | 0.04% | −100−3.3% | Reduced |
| Gratus Wealth Advisors, LLC | 2,763 | $382.7K | 0.06% | +550+24.9% | Added |
| Vista Investment Partners LLC | 2,910 | $382.5K | 0.12% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,900 | $381.2K | 0.04% | −220−7.1% | Reduced |
| Paragon Capital Management Ltd | 2,899 | $381.1K | 0.07% | +16+0.6% | Added |
| Verity Asset Management, Inc. | 2,896 | $380.7K | 0.14% | −1,371−32.1% | Reduced |
| WealthBridge Capital Management, LLC | 2,895 | $380.6K | 0.11% | +838+40.7% | Added |
| Austin Private Wealth, LLC | 2,892 | $380.2K | 0.04% | +2+0.1% | Added |
| Alpha DNA Investment Management LLC | 2,889 | $379.8K | 0.21% | +233+8.8% | Added |
| Smartleaf Asset Management LLC | 2,888 | $378.6K | 0.05% | +1,362+89.3% | Added |
| Diversify Advisory Services, LLC | 2,878 | $378.2K | 0.02% | +750+35.2% | Added |
| Fort Sheridan Advisors LLC | 2,876 | $378.0K | 0.06% | +4+0.1% | Added |
| Capital Analysts, LLC | 2,865 | $377.0K | 0.02% | −196−6.4% | Reduced |
| Plancorp, LLC | 2,863 | $376.3K | 0.02% | +23+0.8% | Added |
| Cadent Capital Advisors, LLC | 2,861 | $376.1K | 0.13% | +415+17.0% | Added |
| AlTi Global, Inc. | 2,855 | $375.3K | 0.01% | +3+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,851 | $374.7K | 0.02% | −59−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 2,895 | $373.8K | 0.04% | −363−11.1% | Reduced |
| Stiles Financial Services Inc | 2,839 | $373.1K | 0.13% | +11+0.4% | Added |
| Teacher Retirement System of Texas | 2,839 | $373.0K | 0.00% | −5,480−65.9% | Reduced |
| Leonteq Securities AG | 2,836 | $372.8K | 0.04% | +1,246+78.4% | Added |
| First Horizon Advisors, Inc. | 2,826 | $371.6K | 0.01% | −9−0.3% | Reduced |
| Inceptionr LLC | 2,825 | $371.3K | 0.09% | +2,825 | New |
| Summit Global Investments | 2,821 | $371.0K | 0.02% | +2,821 | New |
| Dividend Assets Capital, LLC | 2,804 | $368.6K | 0.07% | −64−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 2,802 | $368.3K | 0.17% | 00.0% | Unchanged |
| PFG Advisors | 2,799 | $367.9K | 0.02% | −682−19.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,797 | $367.7K | 0.03% | +571+25.7% | Added |
| Catalina Capital Group, LLC | 2,772 | $364.4K | 0.12% | −325−10.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,771 | $364.2K | 0.03% | −2,555−48.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,763 | $363.2K | 0.08% | +1,005+57.2% | Added |
| Kanawha Capital Management LLC | 2,745 | $360.8K | 0.03% | −240−8.0% | Reduced |
| BancorpSouth Bank | 2,740 | $360.2K | 0.02% | −61−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 2,741 | $359.0K | 0.03% | +2,741 | New |
| OneAscent Financial Services LLC | 2,727 | $359.0K | 0.26% | +2,727 | New |
| Ballentine Partners, LLC | 2,728 | $358.6K | 0.01% | +15+0.6% | Added |
| First Foundation Advisors | 2,718 | $357.3K | 0.01% | −1,675−38.1% | Reduced |
| Kovack Advisors, Inc. | 2,717 | $357.1K | 0.04% | −1,723−38.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,710 | $356.2K | 0.04% | −3,194−54.1% | Reduced |
| Brown Brothers Harriman & Co | 2,702 | $355.2K | 0.00% | −212−7.3% | Reduced |
| Successful Portfolios LLC | 2,702 | $355.1K | 0.24% | −42−1.5% | Reduced |
| Howard Capital Management Inc. | 2,699 | $354.8K | 0.01% | +2,699 | New |
| B&L Asset Management LLC | 2,694 | $354.1K | 0.22% | +2,694 | New |
| Assetmark, Inc | 2,692 | $353.9K | 0.00% | +466+20.9% | Added |
| Northcape Wealth Management, LLC | 2,689 | $353.5K | 0.12% | +150+5.9% | Added |
| Roman Butler Fullerton & Co | 2,679 | $352.0K | 0.11% | +8+0.3% | Added |
| Ruggaard & Associates LLC | 2,672 | $351.2K | 0.15% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,663 | $350.1K | 0.04% | +40+1.5% | Added |
| Pflug Koory, LLC | 2,661 | $349.8K | 0.17% | +2,661 | New |
| Warwick Investment Management, Inc. | 2,661 | $349.8K | 0.08% | +152+6.1% | Added |
| Sage Mountain Advisors LLC | 2,653 | $348.8K | 0.03% | +533+25.1% | Added |
| Gilliland Jeter Wealth Management LLC | 2,653 | $348.7K | 0.11% | 00.0% | Unchanged |
| Eastern Bank | 2,647 | $347.9K | 0.01% | +2,647 | New |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $344.8K | 0.08% | +202+8.3% | Added |
| Chilton Capital Management LLC | 2,620 | $344.4K | 0.01% | +14+0.5% | Added |