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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 1,750 | $230.1K | 0.01% | +197+12.7% | Added |
| Asset Advisors Investment Management, LLC | 1,750 | $230.0K | 0.02% | −332−15.9% | Reduced |
| New Wave Wealth Advisors LLC | 1,749 | $229.9K | 0.11% | −278−13.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,749 | $229.9K | 0.11% | +1,749 | New |
| NDVR, Inc. | 1,751 | $229.5K | 0.24% | −28−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,738 | $228.5K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,734 | $227.9K | 0.03% | +126+7.8% | Added |
| Portside Wealth Group, LLC | 1,733 | $227.8K | 0.04% | +1,733 | New |
| Ami Investment Management Inc | 1,729 | $227.3K | 0.08% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,729 | $227.3K | 0.00% | +229+15.3% | Added |
| Patton Albertson Miller Group, LLC | 1,728 | $227.1K | 0.03% | −5−0.3% | Reduced |
| Pinnacle Family Advisors, LLC | 1,725 | $226.8K | 0.12% | −74−4.1% | Reduced |
| NovaPoint Capital, LLC | 1,721 | $226.2K | 0.07% | −5−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,720 | $226.1K | 0.03% | −35−2.0% | Reduced |
| IVC Wealth Advisors LLC | 1,720 | $226.1K | 0.12% | −1,004−36.9% | Reduced |
| Per Stirling Capital Management, LLC. | 1,701 | $223.6K | 0.03% | +4+0.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,700 | $223.5K | 0.08% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,698 | $223.2K | 0.10% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,697 | $223.1K | 0.06% | +57+3.5% | Added |
| Morningstar Investment Services LLC | 1,698 | $223.0K | 0.00% | +60+3.7% | Added |
| Wealthspan Partners, LLC | 1,696 | $222.9K | 0.11% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,695 | $222.8K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,690 | $222.2K | 0.01% | −14,310−89.4% | Reduced |
| Redwood Wealth Management Group, LLC | 1,678 | $220.6K | 0.11% | −169−9.1% | Reduced |
| True North Advisors, LLC | 1,678 | $220.6K | 0.06% | −4,758−73.9% | Reduced |
| Leo Wealth, LLC | 1,675 | $220.1K | 0.02% | −80−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,674 | $220.0K | 0.02% | +525+45.7% | Added |
| Key Client Fiduciary Advisors, LLC | 1,672 | $219.8K | 0.10% | +21+1.3% | Added |
| Cullen Investment Group, Ltd. | 1,672 | $219.7K | 0.03% | +6+0.4% | Added |
| Aspire Private Capital, LLC | 1,669 | $219.4K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,665 | $218.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,686 | $218.8K | 0.02% | +455+37.0% | Added |
| Oakworth Capital, Inc. | 1,660 | $218.2K | 0.02% | +444+36.5% | Added |
| Tributary Capital Management, LLC | 1,660 | $218.2K | 0.02% | −1,090−39.6% | Reduced |
| Biltmore Family Office, LLC | 1,659 | $218.1K | 0.04% | +20+1.2% | Added |
| Beach Investment Counsel Inc | 1,660 | $218.0K | 0.03% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,658 | $217.9K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,657 | $217.8K | 0.10% | +30+1.8% | Added |
| Bullock Wealth Management Group | 1,632 | $217.1K | 0.13% | −277−14.5% | Reduced |
| KRS Capital Management, LLC | 1,651 | $217.0K | 0.16% | −586−26.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $217.0K | 0.01% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 1,650 | $216.9K | 0.09% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,647 | $216.5K | 0.08% | −30,391−94.9% | Reduced |
| Mosaic Financial Group, LLC | 1,641 | $216.0K | 0.15% | −460−21.9% | Reduced |
| Farmers Trust Co | 1,643 | $216.0K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,642 | $215.9K | 0.00% | +220+15.5% | Added |
| Chicago Capital, LLC | 1,642 | $215.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,641 | $215.7K | 0.04% | −93−5.4% | Reduced |
| Ignite Planners, LLC | 1,640 | $215.6K | 0.05% | −180−9.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,638 | $215.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,632 | $214.5K | 0.02% | −113−6.5% | Reduced |
| Harrell Investment Partners, LLC | 1,628 | $214.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,628 | $214.0K | 0.12% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,623 | $213.3K | 0.05% | −14−0.9% | Reduced |
| Centaurus Financial, Inc. | 1,621 | $213.0K | 0.01% | −50−3.0% | Reduced |
| Hirtle Callaghan & Co LLC | 1,620 | $212.9K | 0.01% | +1,620 | New |
| Peterson Wealth Services | 1,618 | $212.7K | 0.07% | +1,618 | New |
| Old Port Advisors | 1,614 | $212.2K | 0.06% | −36−2.2% | Reduced |
| Catalyst Financial Partners LLC | 1,613 | $212.0K | 0.04% | +99+6.5% | Added |
| West Family Investments, Inc. | 1,612 | $211.9K | 0.07% | +97+6.4% | Added |
| Verus Capital Partners, LLC | 1,609 | $211.5K | 0.02% | −1,532−48.8% | Reduced |
| CRA Financial Services, LLC | 1,608 | $211.4K | 0.04% | 00.0% | Unchanged |
| Forte Capital LLC | 1,606 | $211.1K | 0.02% | −2−0.1% | Reduced |
| Evoke Wealth, LLC | 1,605 | $211.0K | 0.01% | +1,605 | New |
| Legacy Advisors, LLC | 1,597 | $209.9K | 0.02% | +1,597 | New |
| Clarity Financial LLC | 1,596 | $209.8K | 0.02% | −127−7.4% | Reduced |
| CWS Financial Advisors, LLC | 1,583 | $208.1K | 0.07% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,571 | $207.9K | 0.12% | 00.0% | Unchanged |
| Amarillo National Bank | 1,581 | $207.8K | 0.04% | −752−32.2% | Reduced |
| Sapient Capital LLC | 1,574 | $206.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,573 | $206.8K | 0.06% | +567+56.4% | Added |
| New Millennium Group LLC | 1,571 | $206.5K | 0.13% | −2,358−60.0% | Reduced |
| SlateStone Wealth, LLC | 1,570 | $206.0K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,567 | $205.9K | 0.03% | +1,567 | New |
| Independence Bank of Kentucky | 1,566 | $205.9K | 0.04% | +495+46.2% | Added |
| Paulson Wealth Management Inc. | 1,564 | $205.6K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,561 | $205.2K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 1,559 | $204.9K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 1,570 | $204.8K | 0.12% | +145+10.2% | Added |
| Financial Partners Group, LLC | 1,553 | $204.1K | 0.08% | +12+0.8% | Added |
| BIP Wealth, LLC | 1,549 | $203.7K | 0.01% | +1,549 | New |
| Meridian Wealth Management, LLC | 1,542 | $202.7K | 0.01% | +1,542 | New |
| Sherbrooke Park Advisers LLC | 1,537 | $202.0K | 0.05% | +1,537 | New |
| SFMG, LLC | 1,534 | $201.7K | 0.02% | −71−4.4% | Reduced |
| Secured Retirement Advisors, LLC | 1,533 | $201.6K | 0.15% | −181−10.6% | Reduced |
| Childress Capital Advisors, LLC | 1,532 | $201.4K | 0.05% | −3,967−72.1% | Reduced |
| Cynosure Management, LLC | 1,529 | $201.0K | 0.03% | +1,529 | New |
| Old North State Trust, LLC | 1,531 | $201.0K | 0.16% | +1,531 | New |
| Loudon Investment Management, LLC | 1,527 | $200.7K | 0.11% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,525 | $200.5K | 0.01% | −101−6.2% | Reduced |
| Skopos Labs, Inc. | 1,525 | $200.5K | 0.07% | +19+1.3% | Added |
| McClarren Financial Advisors, Inc. | 655 | $199.0K | 0.23% | +373+132.3% | Added |
| Financial Management Professionals, Inc. | 1,489 | $196.0K | 0.02% | +387+35.1% | Added |
| Westside Investment Management, Inc. | 1,471 | $193.7K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,457 | $190.9K | 0.02% | +1,457 | New |
| Deseret Mutual Benefit Administrators | 1,428 | $187.7K | 0.10% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,424 | $187.1K | 0.09% | −1−0.1% | Reduced |
| Alta Advisers Ltd | 1,400 | $184.0K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,396 | $183.5K | 0.12% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $182.1K | 0.02% | +141+11.3% | Added |