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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| EPIQ Capital Group, LLC | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| First National Corp | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Breakwater Capital Group | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Eagle Ridge Investment Management | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,515−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| apricus wealth, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Trust Co of Oklahoma | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Traveka Wealth, LLC | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Financial Security Advisor, Inc. | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| CMG Global Holdings, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Silvia McColl Wealth Management, LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Embree Financial Group | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| HTLF Bank | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −83,331−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| SIMA Wealth Partners, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −18,369−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |