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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 2,618 | $344.1K | 0.06% | −111−4.1% | Reduced |
| Liberty Capital Management, Inc. | 2,618 | $344.1K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,611 | $343.0K | 0.16% | −109−4.0% | Reduced |
| Crawford Investment Counsel Inc | 2,608 | $342.8K | 0.01% | +13+0.5% | Added |
| HCR Wealth Advisors | 2,604 | $342.3K | 0.04% | −27−1.0% | Reduced |
| Dodge & Cox | 2,600 | $341.8K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,595 | $341.1K | 0.04% | −177−6.4% | Reduced |
| Moloney Securities Asset Management, LLC | 2,581 | $339.2K | 0.05% | −6,729−72.3% | Reduced |
| Canal Capital Management, LLC | 2,571 | $337.9K | 0.05% | +21+0.8% | Added |
| Petrus Trust Company, LTA | 2,554 | $335.7K | 0.03% | +2,554 | New |
| Walker Asset Management, LLC | 2,542 | $334.1K | 0.21% | +156+6.5% | Added |
| Capital Market Strategies LLC | 2,539 | $333.8K | 0.20% | −70−2.7% | Reduced |
| Goodman Financial Corp | 2,533 | $333.0K | 0.07% | −380−13.0% | Reduced |
| Bray Capital Advisors | 2,526 | $332.1K | 0.08% | +16+0.6% | Added |
| Plimoth Trust Co LLC | 2,526 | $332.0K | 0.08% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,518 | $331.0K | 0.08% | +2,518 | New |
| Gables Capital Management Inc. | 2,502 | $328.9K | 0.17% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,500 | $328.6K | 0.06% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,495 | $328.0K | 0.04% | −12−0.5% | Reduced |
| Quilter Plc | 2,493 | $327.7K | 0.01% | −370−12.9% | Reduced |
| Washington Trust Co | 2,491 | $327.4K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,490 | $327.3K | 0.06% | +38+1.5% | Added |
| Ethos Financial Group, LLC | 2,489 | $327.0K | 0.05% | +45+1.8% | Added |
| Proequities, Inc. | 2,480 | $326.0K | 0.02% | +187+8.2% | Added |
| Principal Street Partners, LLC | 2,304 | $325.3K | 0.05% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,465 | $324.0K | 0.16% | −2,147−46.6% | Reduced |
| Empower Advisory Group, LLC | 2,463 | $323.8K | 0.00% | +204+9.0% | Added |
| Saxon Interests, Inc. | 2,459 | $323.2K | 0.15% | +31+1.3% | Added |
| Pinnacle Bancorp, Inc. | 2,440 | $320.7K | 0.09% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,433 | $319.8K | 0.15% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,429 | $319.3K | 0.13% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,417 | $317.7K | 0.11% | −27−1.1% | Reduced |
| Montag A & Associates Inc | 2,409 | $316.7K | 0.01% | 00.0% | Unchanged |
| Moller Financial Services | 2,408 | $316.5K | 0.08% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,406 | $316.3K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $315.5K | 0.07% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $315.1K | 0.12% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,393 | $314.6K | 0.13% | −10,838−81.9% | Reduced |
| Zions Bancorporation, N.A. | 2,392 | $314.4K | 0.02% | +408+20.6% | Added |
| M3 Advisory Group, LLC | 2,390 | $314.1K | 0.23% | +176+7.9% | Added |
| Stokes Family Office, LLC | 2,386 | $313.7K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,384 | $313.4K | 0.02% | +10.0% | Added |
| SkyOak Wealth, LLC | 2,378 | $312.6K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 2,372 | $311.8K | 0.04% | −353−13.0% | Reduced |
| Denver Wealth Management, Inc. | 2,369 | $311.4K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,368 | $311.3K | 0.08% | −405−14.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,364 | $310.7K | 0.08% | +171+7.8% | Added |
| Cross Staff Investments Inc | 2,363 | $310.6K | 0.24% | +154+7.0% | Added |
| Marietta Investment Partners LLC | 2,360 | $310.2K | 0.07% | 00.0% | Unchanged |
| Port Capital LLC | 2,359 | $310.0K | 0.01% | −41−1.7% | Reduced |
| Seamount Financial Group Inc | 2,352 | $309.2K | 0.23% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,351 | $309.1K | 0.10% | −76−3.1% | Reduced |
| Lazard Asset Management LLC | 2,362 | $309.0K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,350 | $308.9K | 0.01% | +82+3.6% | Added |
| Jacobs & Co | 2,346 | $308.0K | 0.03% | −20−0.8% | Reduced |
| Chiron Capital Management, LLC | 2,343 | $308.0K | 0.27% | +254+12.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $305.6K | 0.03% | 00.0% | Unchanged |
| Insight Folios Inc | 2,325 | $305.6K | 0.11% | +65+2.9% | Added |
| Plato Investment Management Ltd | 2,327 | $305.6K | 0.02% | −2,848−55.0% | Reduced |
| Duncan Williams Asset Management, LLC | 2,322 | $305.2K | 0.17% | +322+16.1% | Added |
| Dark Forest Capital Management LP | 2,322 | $305.2K | 0.04% | +2,322 | New |
| Goelzer Investment Management, Inc. | 2,320 | $305.0K | 0.02% | −185−7.4% | Reduced |
| Longfellow Investment Management Co LLC | 2,306 | $303.1K | 0.08% | +13+0.6% | Added |
| Cambridge Financial Group, LLC | 2,300 | $302.3K | 0.13% | −1,154−33.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,293 | $301.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,281 | $299.8K | 0.04% | +133+6.2% | Added |
| Monetary Management Group Inc | 2,280 | $299.7K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,278 | $299.4K | 0.02% | 00.0% | Unchanged |
| Weik Capital Management | 2,270 | $298.4K | 0.12% | −150−6.2% | Reduced |
| Horizon Advisory Services, Inc. | 2,269 | $298.3K | 0.14% | −43−1.9% | Reduced |
| GeoWealth Management, LLC | 2,264 | $297.6K | 0.01% | −268−10.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,251 | $295.9K | 0.09% | −85−3.6% | Reduced |
| Quent Capital, LLC | 2,251 | $295.6K | 0.03% | +224+11.1% | Added |
| Moss Adams Wealth Advisors LLC | 2,243 | $294.8K | 0.03% | +247+12.4% | Added |
| Pallas Capital Advisors LLC | 2,284 | $293.5K | 0.01% | +289+14.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,225 | $292.5K | 0.05% | +2,225 | New |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $292.1K | 0.12% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,049 | $289.3K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,200 | $289.2K | 0.62% | +2,200 | New |
| Leisure Capital Management | 2,198 | $288.9K | 0.12% | −64−2.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,185 | $287.2K | 0.17% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,180 | $286.6K | 0.09% | +2,180 | New |
| First Financial Bank - Trust Division | 2,175 | $285.9K | 0.03% | −112−4.9% | Reduced |
| Hamilton Capital, LLC | 2,342 | $285.3K | 0.02% | +60+2.6% | Added |
| Advus Financial Partners, LLC | 2,162 | $284.2K | 0.08% | +13+0.6% | Added |
| MBB Public Markets I LLC | 2,160 | $283.9K | 0.02% | −29,538−93.2% | Reduced |
| Apriem Advisors | 2,158 | $283.7K | 0.03% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,158 | $283.6K | 0.04% | +3+0.1% | Added |
| Radnor Capital Management, LLC | 2,142 | $282.0K | 0.04% | +2,142 | New |
| Los Angeles Capital Management LLC | 2,145 | $282.0K | 0.00% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,143 | $281.7K | 0.01% | +477+28.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,137 | $280.9K | 0.02% | −743−25.8% | Reduced |
| ISAM Funds (UK) Ltd | 2,137 | $280.9K | 0.16% | +2,137 | New |
| Douglas Lane & Associates, LLC | 2,136 | $280.7K | 0.00% | +45+2.2% | Added |
| Azimuth Capital Investment Management LLC | 2,135 | $280.6K | 0.01% | −118−5.2% | Reduced |
| Legacy Private Trust Co. | 2,134 | $280.5K | 0.02% | +255+13.6% | Added |
| Greenland Capital Management LP | 2,130 | $280.0K | 0.05% | +2,130 | New |
| Lantern Wealth Advisors, LLC | 2,125 | $279.4K | 0.19% | +18+0.9% | Added |
| Machina Capital S.A.S. | 2,124 | $279.2K | 0.11% | +2,124 | New |
| Orleans Capital Management Corp | 2,117 | $278.3K | 0.16% | 00.0% | Unchanged |