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 |
|---|---|---|---|---|---|
| Kayne Anderson Capital Advisors LP | 1,361 | $178.9K | 0.00% | −258,964−99.5% | Reduced |
| St Germain D J Co Inc | 1,355 | $178.1K | 0.01% | −490−26.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $178.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,333 | $175.2K | 0.00% | −80−5.7% | Reduced |
| Tradewinds Capital Management, LLC | 1,325 | $174.2K | 0.05% | +2+0.2% | Added |
| Carolinas Wealth Consulting LLC | 1,305 | $171.5K | 0.03% | +8+0.6% | Added |
| General Partner, Inc. | 1,303 | $171.3K | 0.11% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,303 | $171.3K | 0.01% | +123+10.4% | Added |
| Wellington Shields Capital Management, LLC | 1,292 | $169.8K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 1,278 | $168.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,277 | $167.9K | 0.10% | +684+115.3% | Added |
| Smithfield Trust Co | 1,272 | $167.0K | 0.01% | −282−18.1% | Reduced |
| Creative Financial Designs Inc | 1,267 | $166.6K | 0.01% | −39−3.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,263 | $166.0K | 0.03% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,253 | $165.0K | 0.02% | −111−8.1% | Reduced |
| AdvisorNet Financial, Inc | 1,237 | $162.6K | 0.01% | +116+10.3% | Added |
| Sittner & Nelson, LLC | 1,219 | $160.3K | 0.07% | −30−2.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $157.7K | 0.01% | +1,200 | New |
| Godsey & Gibb Associates | 1,198 | $157.4K | 0.02% | −85−6.6% | Reduced |
| Centennial Bank | 1,187 | $156.0K | 0.07% | −19−1.6% | Reduced |
| Peoples Bank | 1,187 | $156.0K | 0.10% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,166 | $153.3K | 0.02% | +2+0.2% | Added |
| Hantz Financial Services, Inc. | 1,159 | $152.0K | 0.00% | −17−1.4% | Reduced |
| PFG Private Wealth Management, LLC | 1,145 | $150.5K | 0.09% | +48+4.4% | Added |
| Riverview Trust Co | 1,126 | $148.0K | 0.13% | +7+0.6% | Added |
| Global Financial Private Client, LLC | 1,093 | $143.7K | 0.06% | −3,295−75.1% | Reduced |
| CoreCap Advisors, LLC | 1,093 | $143.7K | 0.01% | +1,093 | New |
| Continuum Advisory, LLC | 1,074 | $139.4K | 0.02% | +7+0.7% | Added |
| American Capital Advisory, LLC | 1,053 | $138.4K | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,051 | $138.1K | 0.03% | +1,051 | New |
| Mechanics Financial Corp | 1,000 | $131.4K | 0.06% | 00.0% | Unchanged |
| City State Bank | 987 | $129.7K | 0.05% | −40−3.9% | Reduced |
| Planned Solutions, Inc. | 980 | $128.8K | 0.05% | +980 | New |
| Grove Bank & Trust | 965 | $126.8K | 0.02% | −196−16.9% | Reduced |
| Global Trust Asset Management, LLC | 964 | $126.7K | 0.05% | 00.0% | Unchanged |
| American National Bank | 961 | $126.3K | 0.01% | −812−45.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 960 | $126.2K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 958 | $125.9K | 0.04% | +192+25.1% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $124.9K | 0.06% | −362−27.6% | Reduced |
| Broadwater Capital Management LLC | 900 | $118.3K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 900 | $118.3K | 0.02% | +900 | New |
| ORG Partners LLC | 888 | $116.7K | 0.02% | −490−35.6% | Reduced |
| Valley National Advisers Inc | 874 | $114.0K | 0.02% | −231−20.9% | Reduced |
| CVA Family Office, LLC | 864 | $113.6K | 0.02% | −2−0.2% | Reduced |
| Garde Capital, Inc. | 856 | $113.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 850 | $111.7K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 845 | $111.1K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 845 | $111.1K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $110.2K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 825 | $108.4K | 0.00% | +210+34.1% | Added |
| Avion Wealth | 810 | $106.0K | 0.03% | +105+14.9% | Added |
| Abich Financial Wealth Management LLC | 790 | $103.8K | 0.23% | −476−37.6% | Reduced |
| Criterion Capital Advisors, LLC | 735 | $103.8K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 786 | $103.0K | 0.03% | +307+64.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 783 | $103.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 775 | $101.9K | 0.01% | +13+1.7% | Added |
| Glen Eagle Advisors, LLC | 757 | $99.5K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 746 | $98.1K | 0.02% | +6+0.8% | Added |
| Beaird Harris Wealth Management, LLC | 734 | $96.5K | 0.01% | −2,924−79.9% | Reduced |
| Beacon Capital Management, LLC | 731 | $96.1K | 0.01% | +246+50.7% | Added |
| Motco | 726 | $95.4K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 717 | $94.2K | 0.02% | +717 | New |
| Eagle Bay Advisors LLC | 714 | $93.8K | 0.04% | +23+3.3% | Added |
| Miller Wealth Advisors, LLC | 688 | $91.7K | 0.05% | +4+0.6% | Added |
| Toth Financial Advisory Corp | 682 | $89.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 681 | $89.5K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 656 | $86.2K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 655 | $86.0K | 0.01% | −18−2.7% | Reduced |
| Coppell Advisory Solutions LLC | 647 | $84.8K | 0.01% | +436+206.6% | Added |
| Plante Moran Financial Advisors, LLC | 644 | $84.7K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $82.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 621 | $81.6K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 620 | $81.5K | 0.01% | +16+2.6% | Added |
| Main Street Group, LTD | 616 | $80.9K | 0.03% | −8−1.3% | Reduced |
| PFS Partners, LLC | 613 | $80.6K | 0.05% | +4+0.7% | Added |
| Basso Capital Management, L.P. | 612 | $80.4K | 0.07% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 612 | $80.4K | 0.02% | +263+75.4% | Added |
| Advantage Trust Co | 591 | $77.7K | 0.05% | −27−4.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $75.5K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 574 | $75.4K | 0.01% | +170+42.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 573 | $75.3K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 572 | $75.0K | 0.00% | +46+8.7% | Added |
| ORG Wealth Partners, LLC | 569 | $74.8K | 0.02% | +569 | New |
| Prestige Wealth Management Group LLC | 558 | $73.3K | 0.02% | −3−0.5% | Reduced |
| Partnership Wealth Management, LLC | 550 | $72.3K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 547 | $71.9K | 0.00% | −143−20.7% | Reduced |
| Tortoise Investment Management, LLC | 545 | $71.6K | 0.01% | +159+41.2% | Added |
| Tower View Investment Management & Research LLC | 539 | $70.9K | 0.04% | +4+0.7% | Added |
| Concord Wealth Partners | 536 | $70.5K | 0.01% | −12−2.2% | Reduced |
| Front Row Advisors LLC | 535 | $70.3K | 0.03% | −1,598−74.9% | Reduced |
| Pittenger & Anderson Inc | 523 | $68.7K | 0.00% | −880−62.7% | Reduced |
| Covestor Ltd | 514 | $68.0K | 0.04% | +104+25.4% | Added |
| DecisionPoint Financial, LLC | 500 | $65.7K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $65.7K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $65.7K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 495 | $65.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 485 | $63.0K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 460 | $60.5K | 0.00% | +63+15.9% | Added |
| Future Financial Wealth Managment LLC | 450 | $59.2K | 0.04% | +450 | New |
| Livelsberger Financial Advisory | 436 | $57.3K | 1.20% | +436 | New |