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 |
|---|---|---|---|---|---|
| Scissortail Wealth Management, LLC | 20 | $6.36M | 1.54% | −48,343−100.0% | Reduced |
| Cresset Asset Management, LLC | 48,282 | $6.35M | 0.02% | −7,611−13.6% | Reduced |
| Rodgers Brothers Inc. | 48,013 | $6.31M | 0.80% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 47,997 | $6.31M | 0.07% | −564−1.2% | Reduced |
| Walleye Capital LLC | 47,941 | $6.30M | 0.07% | +42,508+782.4% | Added |
| Navellier & Associates Inc | 47,759 | $6.28M | 0.85% | −37,508−44.0% | Reduced |
| Mirador Capital Partners LP | 47,549 | $6.25M | 1.12% | +1,325+2.9% | Added |
| Buckingham Capital Management, Inc. | 46,610 | $6.13M | 0.70% | −314−0.7% | Reduced |
| Stolper Co | 45,589 | $5.99M | 1.96% | +50.0% | Added |
| Morgan Dempsey Capital Management LLC | 45,309 | $5.96M | 2.05% | −19,688−30.3% | Reduced |
| Lido Advisors, LLC | 45,234 | $5.95M | 0.04% | +1,142+2.6% | Added |
| Sierra Summit Advisors LLC | 44,848 | $5.90M | 1.36% | +492+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,831 | $5.89M | 0.01% | −4,029−8.2% | Reduced |
| Verition Fund Management LLC | 44,480 | $5.85M | 0.04% | +38,591+655.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,382 | $5.83M | 0.06% | +540+1.2% | Added |
| Nations Financial Group Inc, | 44,312 | $5.82M | 0.42% | +2,361+5.6% | Added |
| Hamilton Capital Partners Inc. | 44,301 | $5.82M | 0.50% | +3,749+9.2% | Added |
| Occudo Quantitative Strategies LP | 44,057 | $5.79M | 1.06% | +19,666+80.6% | Added |
| Park Avenue Securities LLC | 43,869 | $5.77M | 0.06% | −6,856−13.5% | Reduced |
| Colonial Trust Advisors | 43,791 | $5.76M | 0.50% | +654+1.5% | Added |
| Sienna Gestion | 43,869 | $5.75M | 0.38% | +6,823+18.4% | Added |
| Buck Wealth Strategies, LLC | 43,685 | $5.74M | 1.81% | −4,678−9.7% | Reduced |
| Atlantic Union Bankshares Corp | 43,244 | $5.68M | 0.33% | −1,361−3.1% | Reduced |
| Stablepoint Partners, LLC | 43,019 | $5.65M | 1.03% | +470+1.1% | Added |
| Arkadios Wealth Advisors | 42,829 | $5.63M | 0.32% | +246+0.6% | Added |
| Kesler, Norman & Wride, LLC | 42,607 | $5.60M | 1.10% | −5,100−10.7% | Reduced |
| Oppenheimer & Co Inc | 42,438 | $5.58M | 0.09% | +375+0.9% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.54M | 1.82% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 41,340 | $5.43M | 0.02% | −1,009−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,306 | $5.43M | 0.00% | +1,857+4.7% | Added |
| Montgomery Investment Management Inc | 40,535 | $5.33M | 1.93% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 40,514 | $5.33M | 0.11% | +215+0.5% | Added |
| Nkcfo LLC | 40,500 | $5.32M | 2.54% | −37,000−47.7% | Reduced |
| Sendero Wealth Management, LLC | 40,501 | $5.32M | 0.84% | +8,098+25.0% | Added |
| Wolverine Trading, LLC | 40,474 | $5.30M | 0.14% | −3,973−8.9% | Reduced |
| Elo Mutual Pension Insurance Co | 40,297 | $5.30M | 0.11% | +2,609+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 40,247 | $5.29M | 0.20% | −424−1.0% | Reduced |
| Aigen Investment Management, LP | 39,723 | $5.22M | 1.02% | +12,461+45.7% | Added |
| Meyer Handelman Co | 39,472 | $5.19M | 0.18% | −300−0.8% | Reduced |
| Seven Eight Capital, LP | 39,468 | $5.19M | 0.47% | +39,468 | New |
| Umb Bank N A | 39,431 | $5.18M | 0.08% | −500−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 39,165 | $5.15M | 0.16% | +1,337+3.5% | Added |
| Berger Financial Group, Inc | 39,023 | $5.13M | 0.37% | +140.0% | Added |
| Huntington National Bank | 38,930 | $5.12M | 0.04% | −756−1.9% | Reduced |
| Coldstream Capital Management Inc | 38,886 | $5.11M | 0.11% | +30.0% | Added |
| USS Investment Management Ltd | 38,600 | $5.07M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 36,502 | $5.07M | 0.09% | −1,461−3.8% | Reduced |
| Rothschild Investment LLC | 38,118 | $5.01M | 0.33% | −375−1.0% | Reduced |
| Colonial Trust Co | 37,587 | $4.94M | 0.76% | −100.0% | Reduced |
| HM Payson & Co | 37,554 | $4.94M | 0.08% | +224+0.6% | Added |
| Beacon Financial Group | 37,537 | $4.93M | 0.53% | −968−2.5% | Reduced |
| Ancora Advisors, LLC | 37,525 | $4.93M | 0.11% | −3,318−8.1% | Reduced |
| JustInvest LLC | 37,480 | $4.93M | 0.08% | +665+1.8% | Added |
| Quotient Wealth Partners, LLC | 37,364 | $4.91M | 0.16% | −2,646−6.6% | Reduced |
| Cozad Asset Management Inc | 37,283 | $4.90M | 0.47% | −3,099−7.7% | Reduced |
| Mackenzie Financial Corp | 37,206 | $4.89M | 0.01% | +198+0.5% | Added |
| Brady Family Wealth, LLC | 37,047 | $4.87M | 1.46% | −219−0.6% | Reduced |
| Shorepoint Capital Partners LLC | 37,030 | $4.87M | 1.11% | −1,189−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,810 | $4.84M | 0.05% | −2,630−6.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 36,810 | $4.84M | 0.05% | +36,810 | New |
| United Capital Financial Advisers, LLC | 36,083 | $4.74M | 0.04% | −377−1.0% | Reduced |
| Invesco, LLC | 35,906 | $4.72M | 1.88% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 35,779 | $4.70M | 0.09% | −596−1.6% | Reduced |
| Pinnacle Associates Ltd | 34,961 | $4.65M | 0.08% | +306+0.9% | Added |
| Argent Financial Group, Inc. | 35,374 | $4.65M | 0.55% | +35,374 | New |
| Trajan Wealth LLC | 35,217 | $4.63M | 0.27% | +3,839+12.2% | Added |
| Viking Fund Management LLC | 35,000 | $4.60M | 0.75% | +13,000+59.1% | Added |
| Private Advisor Group, LLC | 34,915 | $4.59M | 0.03% | −8,104−18.8% | Reduced |
| Quantbot Technologies LP | 34,319 | $4.51M | 0.18% | +34,319 | New |
| Unigestion Holding SA | 34,231 | $4.50M | 0.22% | +30,105+729.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,188 | $4.48M | 0.02% | −2,521−6.9% | Reduced |
| Chatham Capital Group, Inc. | 33,980 | $4.47M | 0.73% | −115−0.3% | Reduced |
| Level Four Advisory Services, LLC | 36,631 | $4.46M | 0.19% | +26+0.1% | Added |
| Bryn Mawr Trust Co | 33,858 | $4.45M | 0.08% | −31,119−47.9% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.44M | 3.12% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 33,579 | $4.41M | 0.11% | −1,468−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,128 | $4.36M | 0.98% | +611+1.9% | Added |
| TD Waterhouse Canada Inc. | 32,747 | $4.35M | 0.04% | +2,905+9.7% | Added |
| First American Bank | 33,021 | $4.34M | 0.31% | −659−2.0% | Reduced |
| Clearbridge Investments, LLC | 32,983 | $4.34M | 0.00% | +5,899+21.8% | Added |
| Northeast Financial Consultants Inc | 32,720 | $4.30M | 0.19% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 32,641 | $4.29M | 0.11% | −669−2.0% | Reduced |
| CIBC World Markets Inc. | 32,639 | $4.29M | 0.01% | +1,520+4.9% | Added |
| Lockheed Martin Investment Management Co | 32,600 | $4.29M | 0.20% | +32,600 | New |
| Fifth Third Bancorp | 32,570 | $4.28M | 0.02% | +1,143+3.6% | Added |
| Altrius Capital Management Inc | 32,565 | $4.28M | 1.07% | +3,004+10.2% | Added |
| Canal Insurance CO | 32,500 | $4.27M | 1.00% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 32,355 | $4.25M | 0.62% | +958+3.1% | Added |
| Alpha Omega Wealth Management LLC | 32,274 | $4.24M | 0.78% | −229−0.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $4.16M | 1.08% | 00.0% | Unchanged |
| McDonald Partners LLC | 31,620 | $4.16M | 1.04% | −466−1.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 31,584 | $4.15M | 0.35% | −643−2.0% | Reduced |
| Vontobel Holding Ltd. | 31,424 | $4.13M | 0.01% | +19,842+171.3% | Added |
| Arrowstreet Capital, Limited Partnership | 31,252 | $4.11M | 0.00% | −1,267,825−97.6% | Reduced |
| Pacer Advisors, Inc. | 31,027 | $4.08M | 0.01% | −3,245−9.5% | Reduced |
| Burney Co | 31,012 | $4.08M | 0.14% | +4,484+16.9% | Added |
| Ashton Thomas Private Wealth, LLC | 30,945 | $4.07M | 0.22% | −128−0.4% | Reduced |
| Kerusso Capital Management LLC | 30,936 | $4.07M | 2.58% | +1,858+6.4% | Added |
| Cubist Systematic Strategies, LLC | 30,843 | $4.05M | 0.06% | +30,843 | New |
| Resources Investment Advisors, LLC. | 30,826 | $4.05M | 0.05% | −2,593−7.8% | Reduced |