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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 2,117 | $278.2K | 0.06% | −74−3.4% | Reduced |
| Naples Global Advisors, LLC | 2,110 | $277.4K | 0.03% | +74+3.6% | Added |
| Thomasville National Bank | 2,104 | $276.6K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,102 | $276.3K | 0.03% | −212−9.2% | Reduced |
| First Interstate Bank | 2,100 | $276.0K | 0.02% | −1,364−39.4% | Reduced |
| First Financial Bankshares Inc | 2,095 | $275.4K | 0.01% | +65+3.2% | Added |
| SPC Financial, Inc. | 2,094 | $275.3K | 0.02% | +102+5.1% | Added |
| Strategic Blueprint, LLC | 2,090 | $274.7K | 0.02% | −369−15.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,089 | $274.6K | 0.05% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,082 | $273.7K | 0.25% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,076 | $272.9K | 0.09% | +3+0.1% | Added |
| KLCM Advisors, Inc. | 2,072 | $272.4K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,072 | $272.3K | 0.05% | +55+2.7% | Added |
| First Trust Investment Solutions L.P. | 2,064 | $271.3K | 0.03% | +2,064 | New |
| Zacks Investment Management | 2,062 | $271.1K | 0.00% | −21,078−91.1% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $270.8K | 0.25% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,048 | $269.1K | 0.02% | −301−12.8% | Reduced |
| Sentry Investment Management LLC | 2,047 | $269.0K | 0.11% | −76−3.6% | Reduced |
| TCI Wealth Advisors, Inc. | 2,045 | $268.8K | 0.02% | +51+2.6% | Added |
| Versant Capital Management, Inc | 2,045 | $268.8K | 0.06% | +1,328+185.2% | Added |
| Sentry LLC | 2,039 | $268.0K | 0.05% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $267.5K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,032 | $267.1K | 0.02% | +10+0.5% | Added |
| City Center Advisors, LLC | 2,029 | $266.7K | 0.30% | −1,532−43.0% | Reduced |
| Rehmann Capital Advisory Group | 2,025 | $266.2K | 0.02% | −57−2.7% | Reduced |
| Nemes Rush Group LLC | 1,621 | $264.8K | 0.04% | +22+1.4% | Added |
| Blackston Financial Advisory Group, LLC | 2,012 | $264.5K | 0.14% | −432−17.7% | Reduced |
| North Star Asset Management Inc | 2,007 | $263.8K | 0.01% | −20−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,006 | $263.7K | 0.04% | +50+2.6% | Added |
| LM Advisors LLC | 2,000 | $263.0K | 0.05% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,000 | $263.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $262.9K | 0.02% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,000 | $262.9K | 0.03% | +2,000 | New |
| Ci Investments Inc. | 1,993 | $262.0K | 0.00% | −858−30.1% | Reduced |
| Sentinel Trust Co Lba | 1,996 | $262.0K | 0.03% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,993 | $262.0K | 0.16% | +15+0.8% | Added |
| Tarbox Family Office, Inc. | 1,991 | $261.7K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $261.6K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 1,976 | $259.8K | 0.02% | +152+8.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $259.7K | 0.00% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,964 | $258.2K | 0.12% | +1,964 | New |
| Red Door Wealth Management, LLC | 1,963 | $258.0K | 0.04% | +150+8.3% | Added |
| Cassaday & Co Wealth Management LLC | 1,958 | $257.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,855 | $257.2K | 0.05% | −366−16.5% | Reduced |
| Bath Savings Trust Co | 1,948 | $256.1K | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,949 | $256.0K | 0.11% | −31−1.6% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $255.7K | 0.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,930 | $254.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,925 | $253.1K | 0.03% | +24+1.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,922 | $252.7K | 0.09% | +8+0.4% | Added |
| Patrick M Sweeney & Associates, Inc | 1,918 | $252.1K | 0.19% | −4−0.2% | Reduced |
| Advisory Alpha, LLC | 1,915 | $251.9K | 0.01% | +267+16.2% | Added |
| Diversified, LLC | 1,912 | $251.3K | 0.03% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,912 | $251.3K | 0.03% | +1,912 | New |
| Contravisory Investment Management, Inc. | 1,906 | $250.5K | 0.05% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,904 | $250.3K | 0.10% | −3,083−61.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,902 | $250.0K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,894 | $249.0K | 0.01% | −251−11.7% | Reduced |
| McGowan Group Asset Management, Inc. | 1,893 | $248.9K | 0.03% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,893 | $248.8K | 0.04% | +1,893 | New |
| Signature Estate & Investment Advisors LLC | 1,892 | $248.8K | 0.01% | +126+7.1% | Added |
| Tranquility Partners, LLC | 1,891 | $248.6K | 0.09% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,885 | $248.0K | 0.02% | −101−5.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,887 | $248.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,885 | $247.8K | 0.03% | +92+5.1% | Added |
| Sandy Cove Advisors, LLC | 1,883 | $247.5K | 0.10% | +11+0.6% | Added |
| Bank of New Hampshire | 1,882 | $247.4K | 0.06% | −10−0.5% | Reduced |
| Columbia Asset Management | 1,878 | $247.0K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,873 | $246.2K | 0.05% | +1+0.1% | Added |
| Werba Rubin Papier Wealth Management | 1,872 | $246.1K | 0.06% | −182−8.9% | Reduced |
| Keating Investment Counselors Inc | 1,870 | $245.8K | 0.07% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 1,867 | $245.4K | 0.18% | −493−20.9% | Reduced |
| United Community Bank | 1,860 | $244.5K | 0.10% | −200−9.7% | Reduced |
| CWA Asset Management Group, LLC | 1,853 | $243.6K | 0.01% | +1,853 | New |
| Sovereign Financial Group, Inc. | 1,852 | $243.4K | 0.06% | −5−0.3% | Reduced |
| Schrum Private Wealth Management LLC | 1,848 | $242.9K | 0.13% | +206+12.5% | Added |
| Wellington Shields & Co., LLC | 1,832 | $240.8K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,832 | $240.8K | 0.02% | +63+3.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,827 | $240.2K | 0.01% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,815 | $239.0K | 0.06% | +1,815 | New |
| Insigneo Advisory Services, LLC | 1,812 | $238.2K | 0.02% | −1,276−41.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,811 | $238.1K | 0.05% | +11+0.6% | Added |
| Trueblood Wealth Management, LLC | 1,810 | $237.9K | 0.12% | −147−7.5% | Reduced |
| Willis Johnson & Associates, Inc. | 1,809 | $237.8K | 0.02% | −333−15.5% | Reduced |
| Pure Financial Advisors, Inc. | 1,805 | $237.3K | 0.01% | +279+18.3% | Added |
| VeraBank, N.A. | 1,802 | $236.9K | 0.07% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,800 | $235.9K | 0.02% | +363+25.3% | Added |
| Viawealth, LLC | 1,791 | $235.4K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,789 | $235.2K | 0.04% | +1,789 | New |
| Legacy Financial Group, Inc. | 1,920 | $233.9K | 0.08% | −49−2.5% | Reduced |
| Central Bank & Trust Co | 1,776 | $233.5K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $233.1K | 0.06% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,770 | $232.7K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,769 | $232.6K | 0.10% | +1+0.1% | Added |
| Berkshire Asset Management LLC | 1,644 | $232.1K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $232.0K | 0.17% | 00.0% | Unchanged |
| DnB Asset Management AS | 1,764 | $231.9K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,754 | $230.5K | 0.01% | −287−14.1% | Reduced |
| Park Place Capital Corp | 1,752 | $230.3K | 0.07% | −411−19.0% | Reduced |
| Green Harvest Asset Management LLC | 1,752 | $230.3K | 0.00% | +103+6.2% | Added |