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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 424 | $55.7K | 0.00% | +408+2,550.0% | Added |
| Hoese & Co LLP | 402 | $52.8K | 0.04% | +100+33.1% | Added |
| Financial Gravity Companies, Inc. | 397 | $52.2K | 0.01% | +397 | New |
| Tacita Capital Inc | 391 | $51.4K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 389 | $51.0K | 0.02% | +389 | New |
| PrairieView Partners, LLC | 383 | $50.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $50.0K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 368 | $48.4K | 0.01% | +20+5.7% | Added |
| Catalyst Capital Advisors LLC | 366 | $48.1K | 0.00% | −22,804−98.4% | Reduced |
| Private Wealth Management Group, LLC | 361 | $47.5K | 0.02% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 360 | $47.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $47.3K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $47.1K | 0.03% | +358 | New |
| Manchester Capital Management LLC | 355 | $46.6K | 0.01% | +51+16.8% | Added |
| Claris Advisors, LLC | 352 | $46.3K | 0.02% | +352 | New |
| Legend Financial Advisors, Inc. | 350 | $46.0K | 0.03% | −49−12.3% | Reduced |
| Rogco, LP | 350 | $46.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 341 | $45.0K | 0.04% | −122−26.3% | Reduced |
| Hemington Wealth Management | 364 | $44.0K | 0.01% | +364 | New |
| Bell Investment Advisors, Inc | 329 | $43.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 320 | $42.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 319 | $41.9K | 0.02% | +1+0.3% | Added |
| WFA of San Diego, LLC | 319 | $41.9K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 311 | $40.9K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 304 | $40.0K | 0.00% | +304 | New |
| Rocky Mountain Advisers, LLC | 299 | $39.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $39.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 295 | $38.8K | 0.00% | −44−13.0% | Reduced |
| Financial Network Wealth Advisors LLC | 280 | $36.8K | 0.03% | −3−1.1% | Reduced |
| Trust Co | 276 | $36.3K | 0.00% | −932−77.2% | Reduced |
| Stephenson National Bank & Trust | 276 | $36.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $36.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $36.1K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 274 | $36.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 271 | $36.0K | 0.01% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 276 | $36.0K | 0.01% | +11+4.2% | Added |
| Kings Path Partners LLC | 272 | $35.8K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 257 | $33.8K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 256 | $33.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 255 | $33.5K | 0.01% | −10−3.8% | Reduced |
| Rise Advisors, LLC | 252 | $33.1K | 0.02% | +2+0.8% | Added |
| Atlantic Trust, LLC | 250 | $32.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 250 | $32.9K | 0.01% | +250 | New |
| Signature Resources Capital Management, LLC | 250 | $32.9K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 236 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 247 | $30.2K | 0.01% | −935−79.1% | Reduced |
| Values First Advisors, Inc. | 229 | $30.1K | 0.02% | +229 | New |
| Fortitude Family Office, LLC | 228 | $30.0K | 0.01% | −37−14.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 219 | $28.8K | 0.01% | +159+265.0% | Added |
| Bank & Trust Co | 217 | $28.5K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $28.3K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 215 | $28.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 212 | $27.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $27.7K | 0.01% | −26−10.4% | Reduced |
| Morton Brown Family Wealth, LLC | 207 | $27.2K | 0.01% | −2−1.0% | Reduced |
| First United Bank Trust | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 200 | $26.3K | 0.01% | +200 | New |
| nVerses Capital, LLC | 200 | $26.3K | 0.01% | +200 | New |
| Bruce G. Allen Investments, LLC | 199 | $26.2K | 0.02% | −18−8.3% | Reduced |
| FSC Wealth Advisors, LLC | 199 | $26.2K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 193 | $25.4K | 0.00% | −186−49.1% | Reduced |
| GW&K Investment Management, LLC | 189 | $25.0K | 0.00% | +10+5.6% | Added |
| Ruedi Wealth Management, Inc. | 190 | $25.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 189 | $24.8K | 0.00% | +57+43.2% | Added |
| Silvant Capital Management LLC | 186 | $24.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 185 | $24.3K | 0.00% | +100+117.6% | Added |
| First PREMIER Bank | 184 | $24.0K | 0.01% | −33−15.2% | Reduced |
| Webster Bank, N. A. | 182 | $23.9K | 0.00% | −27−12.9% | Reduced |
| Operose Advisors LLC | 176 | $23.1K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 175 | $23.0K | 0.00% | +75+75.0% | Added |
| Arrow Financial Corp | 175 | $23.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 174 | $22.9K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $22.7K | 0.02% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $22.3K | 0.01% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 167 | $22.0K | 0.02% | +167 | New |
| SOA Wealth Advisors, LLC. | 166 | $21.8K | 0.00% | +1+0.6% | Added |
| Raleigh Capital Management Inc. | 162 | $21.3K | 0.01% | +2+1.3% | Added |
| Legacy Bridge, LLC | 161 | $21.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 160 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 159 | $20.9K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 150 | $19.7K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 150 | $19.7K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 146 | $19.2K | 0.01% | +26+21.7% | Added |
| Blue Bell Private Wealth Management, LLC | 145 | $19.1K | 0.00% | −36−19.9% | Reduced |
| Horizon Bancorp Inc | 144 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 143 | $18.7K | 0.02% | +1+0.7% | Added |
| Clear Investment Research, LLC | 139 | $18.3K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 138 | $18.1K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 137 | $18.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $17.5K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 132 | $17.3K | 0.00% | +1+0.8% | Added |
| Harvest Fund Management Co., Ltd | 133 | $17.0K | 0.00% | −421−76.0% | Reduced |
| Peterson Financial Group, Inc. | 125 | $16.4K | 0.06% | +125 | New |
| Truvestments Capital LLC | 118 | $15.5K | 0.00% | +118 | New |
| DiNuzzo Private Wealth, Inc. | 116 | $15.2K | 0.00% | −2−1.7% | Reduced |
| Richardson Capital Management LLC | 115 | $15.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 111 | $14.6K | 0.01% | 00.0% | Unchanged |