Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 1,775 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ3 2024: $39.8B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2024.

Institutions holding PSX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc110$14.0K0.00%00.0%Unchanged
Westend Capital Management, LLC106$13.9K0.00%+86+430.0%Added
LGT Financial Advisors LLC106$13.9K0.03%+1+1.0%Added
Sachetta, LLC105$13.8K0.01%−15−12.5%Reduced
Abound Wealth Management105$13.8K0.00%+14+15.4%Added
BFSG, LLC103$13.5K0.00%00.0%Unchanged
Creative Capital Management Investments LLC100$13.1K0.01%00.0%Unchanged
Voisard Asset Management Group, Inc.100$13.1K0.01%00.0%Unchanged
Bogart Wealth, LLC100$13.1K0.00%+35+53.8%Added
Barrett & Company, Inc.100$13.1K0.01%00.0%Unchanged
First Financial Corp95$12.5K0.01%00.0%Unchanged
FSA Wealth Management LLC91$12.0K0.00%+91New
Central Pacific Bank - Trust Division89$11.7K0.00%00.0%Unchanged
Pineridge Advisors LLC85$11.2K0.00%00.0%Unchanged
HighMark Wealth Management LLC85$11.2K0.01%+1+1.2%Added
Valued Wealth Advisors LLC85$11.2K0.01%−37−30.3%Reduced
Alpine Bank Wealth Management83$10.9K0.00%+83New
University of Texas/Texas Am Investment Managment Co81$10.6K0.00%−115−58.7%Reduced
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.80$10.5K0.03%00.0%Unchanged
Planning Capital Management Corp78$10.3K0.01%+36+85.7%Added
Keener Financial Planning LLC82$10.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC74$9.73K0.00%−44−37.3%Reduced
Dunhill Financial, LLC71$9.30K0.00%+47+195.8%Added
PSI Advisors, LLC69$9.07K0.00%00.0%Unchanged
Financial Perspectives, Inc63$8.28K0.00%00.0%Unchanged
Center for Financial Planning, Inc.57$7.49K0.00%00.0%Unchanged
Crewe Advisors LLC57$7.49K0.00%+4+7.5%Added
Red Tortoise LLC56$7.36K0.00%00.0%Unchanged
Anfield Capital Management, LLC53$6.97K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc50$6.62K0.00%+50New
Financial Freedom, LLC50$6.57K0.00%00.0%Unchanged
Capital Performance Advisors LLP48$6.37K0.00%+48New
Hobbs Group Advisors, LLC44$5.78K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$5.65K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.42$5.52K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$5.52K0.00%00.0%Unchanged
Highline Wealth Partners LLC33$4.36K0.00%−29−46.8%Reduced
Tidemark, LLC31$4.08K0.00%00.0%Unchanged
Copley Financial Group, Inc.31$4.08K0.00%+31New
Horrell Capital Management, Inc.34$4.00K0.00%00.0%Unchanged
Penserra Capital Management LLC36$4.00K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc30$3.94K0.00%−92−75.4%Reduced
Cetera Trust Company, N.A30$3.94K0.00%00.0%Unchanged
Thompson Investment Management, Inc.30$3.94K0.00%00.0%Unchanged
CGC Financial Services, LLC28$3.68K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group26$3.42K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC25$3.29K0.00%00.0%Unchanged
Delta Asset Management LLC25$3.29K0.00%00.0%Unchanged
WealthCollab, LLC24$3.15K0.00%00.0%Unchanged
Financial Connections Group, Inc.30$3.00K0.00%00.0%Unchanged
Macroview Investment Management LLC21$2.76K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$2.63K0.00%00.0%Unchanged
Country Trust Bank19$2.50K0.00%−48−71.6%Reduced
True Wealth Design, LLC19$2.50K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$2.04K0.00%00.0%Unchanged
Ogorek Anthony Joseph19$2.00K0.00%+19New
Disciplined Equity Management, Inc.15$1.97K0.00%00.0%Unchanged
Proffitt & Goodson Inc14$1.84K0.00%+14New
Ridgewood Investments LLC14$1.84K0.00%00.0%Unchanged
Caitlin John, LLC14$1.82K0.00%−285−95.3%Reduced
VitalStone Financial, LLC10$1.31K0.00%00.0%Unchanged
Aspect Partners, LLC10$1.31K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.9$1.17K0.00%+9New
Sugarloaf Wealth Management, LLC8$1.05K0.00%00.0%Unchanged
Fairman Group, LLC8$1.05K0.00%00.0%Unchanged
ClariVest Asset Management LLC6$8360.00%00.0%Unchanged
Rakuten Securities, Inc.5$6570.00%−15−75.0%Reduced
Tucker Asset Management LLC5$6570.00%−2−28.6%Reduced
LMR Partners LLP5$6570.00%+5New
Darwin Advisors, LLC5$6570.00%+5New
First Personal Financial Services2$2630.00%+2New
Atwood & Palmer Inc1$1320.00%00.0%Unchanged
Mendota Financial Group, LLC1$1320.00%+1New
St. Johns Investment Management Company, LLC1$1310.00%00.0%Unchanged
Hi-Line Capital Management, LLC0$00.00%−96,917−100.0%Sold out
FIL Ltd0$00.00%−54,403−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−46,400−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−41,975−100.0%Sold out
Fiera Capital Corp0$00.00%−41,530−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−34,400−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−25,900−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−22,142−100.0%Sold out
Monument Capital Management0$00.00%−19,549−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−16,370−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−16,310−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−13,600−100.0%Sold out
United Services Automobile Association0$00.00%−11,878−100.0%Sold out
Laurion Capital Management LP0$00.00%−10,973−100.0%Sold out
Jump Financial, LLC0$00.00%−10,949−100.0%Sold out
BayBridge Capital Group, LLC0$00.00%−9,596−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−9,578−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−8,924−100.0%Sold out
Oak Hill Wealth Advisors, LLC0$00.00%−8,262−100.0%Sold out
Covenant Partners, LLC0$00.00%−8,014−100.0%Sold out
Lake Street Financial LLC0$00.00%−7,879−100.0%Sold out
Jennison Associates LLC0$00.00%−7,561−100.0%Sold out
Verdad Advisers, LP0$00.00%−7,168−100.0%Sold out
Banco Santander, S.A.0$00.00%−6,477−100.0%Sold out
Park Circle Co0$00.00%−6,000−100.0%Sold out
Boston Private Wealth LLC0$00.00%−5,497−100.0%Sold out