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 |
|---|---|---|---|---|---|
| Glass Wealth Management Co LLC | 30,739 | $4.04M | 2.23% | +1,295+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 30,651 | $4.03M | 0.01% | −4,088−11.8% | Reduced |
| Bessemer Group Inc | 30,560 | $4.01M | 0.01% | −1,100−3.5% | Reduced |
| Tweedy, Browne Co LLC | 30,228 | $3.97M | 0.19% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 30,072 | $3.95M | 0.06% | +25,495+557.0% | Added |
| Virginia Wealth Management Group, Inc. | 30,067 | $3.95M | 2.48% | +5,604+22.9% | Added |
| Candriam Luxembourg S.C.A. | 30,062 | $3.95M | 0.02% | +3,246+12.1% | Added |
| Johnson Investment Counsel Inc | 30,059 | $3.95M | 0.04% | +2,412+8.7% | Added |
| Baxter Bros Inc | 29,787 | $3.92M | 0.51% | −1,065−3.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 37,200 | $3.85M | 0.03% | +12,925+53.2% | Added |
| Gladstone Institutional Advisory LLC | 29,194 | $3.84M | 0.19% | +3,809+15.0% | Added |
| Kentucky Retirement Systems | 29,160 | $3.83M | 0.11% | −2,787−8.7% | Reduced |
| Prospera Financial Services Inc | 29,040 | $3.82M | 0.10% | +1,849+6.8% | Added |
| CWM, LLC | 28,618 | $3.76M | 0.02% | +5,350+23.0% | Added |
| Ellerson Group Inc | 28,499 | $3.75M | 2.94% | +501+1.8% | Added |
| Sequoia Financial Advisors, LLC | 28,296 | $3.72M | 0.04% | +8,110+40.2% | Added |
| German American Bancorp, Inc. | 28,257 | $3.71M | 0.39% | +2,038+7.8% | Added |
| Parsons Capital Management Inc | 28,099 | $3.69M | 0.23% | 00.0% | Unchanged |
| Central Trust Co | 28,085 | $3.69M | 0.09% | −592−2.1% | Reduced |
| Riverview Capital Advisers, LLC | 27,975 | $3.68M | 1.13% | +100+0.4% | Added |
| Cary Street Partners Asset Management LLC | 27,681 | $3.64M | 0.48% | −250−0.9% | Reduced |
| Citizens National Bank Trust Department | 27,584 | $3.63M | 0.76% | −460−1.6% | Reduced |
| TD Private Client Wealth LLC | 27,407 | $3.60M | 0.10% | −1,778−6.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,283 | $3.59M | 0.06% | −14,085−34.0% | Reduced |
| Mizuho Securities USA LLC | 27,142 | $3.57M | 0.08% | −5,542−17.0% | Reduced |
| Algert Global LLC | 26,983 | $3.55M | 0.10% | +26,983 | New |
| Atria Wealth Solutions, Inc. | 26,799 | $3.52M | 0.04% | −1,676−5.9% | Reduced |
| Tocqueville Asset Management L.P. | 26,728 | $3.51M | 0.06% | −918−3.3% | Reduced |
| Strategic Planning Group, LLC | 26,717 | $3.51M | 0.69% | +1,802+7.2% | Added |
| Synovus Financial Corp | 26,554 | $3.49M | 0.04% | +5,376+25.4% | Added |
| Hartford Investment Management Co | 26,331 | $3.46M | 0.11% | −805−3.0% | Reduced |
| Hilltop Holdings Inc. | 26,281 | $3.45M | 0.23% | +19,733+301.4% | Added |
| Principle Wealth Partners LLC | 26,147 | $3.44M | 0.24% | −80−0.3% | Reduced |
| Quantinno Capital Management LP | 26,098 | $3.43M | 0.04% | +6,841+35.5% | Added |
| UniSuper Management Pty Ltd | 26,085 | $3.43M | 0.03% | +1,881+7.8% | Added |
| Quarry LP | 25,598 | $3.36M | 1.03% | +3,449+15.6% | Added |
| Herold Advisors, Inc. | 25,535 | $3.36M | 0.73% | +444+1.8% | Added |
| Fundamentun, LLC | 25,525 | $3.36M | 0.23% | +486+1.9% | Added |
| Atria Investments LLC | 25,485 | $3.35M | 0.04% | −8,254−24.5% | Reduced |
| Cardinal Capital Management | 25,438 | $3.34M | 0.52% | +344+1.4% | Added |
| HRT Financial LP | 25,392 | $3.34M | 0.02% | −138,768−84.5% | Reduced |
| Independent Advisor Alliance | 24,985 | $3.28M | 0.12% | −8,625−25.7% | Reduced |
| Equitable Trust Co | 24,837 | $3.26M | 0.21% | +833+3.5% | Added |
| Exencial Wealth Advisors, LLC | 24,696 | $3.25M | 0.12% | −483−1.9% | Reduced |
| Bremer Bank National Association | 24,639 | $3.24M | 0.61% | −173−0.7% | Reduced |
| 1832 Asset Management L.P. | 24,408 | $3.21M | 0.01% | −3,702−13.2% | Reduced |
| Commerzbank Aktiengesellschaft | 24,300 | $3.19M | 0.09% | +651+2.8% | Added |
| Jones Financial Companies LLLP | 24,344 | $3.19M | 0.00% | +8,174+50.6% | Added |
| Maryland State Retirement & Pension System | 24,264 | $3.19M | 0.07% | −8,757−26.5% | Reduced |
| Martin Capital Partners, LLC | 24,226 | $3.18M | 1.57% | −8,596−26.2% | Reduced |
| Ameritas Investment Partners, Inc. | 24,221 | $3.18M | 0.10% | −2,550−9.5% | Reduced |
| TownSquare Capital, LLC | 24,125 | $3.17M | 0.04% | +1,427+6.3% | Added |
| Garrison Asset Management, LLC | 23,969 | $3.15M | 1.60% | −524−2.1% | Reduced |
| River Wealth Advisors LLC | 23,948 | $3.15M | 0.42% | −1,088−4.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 23,851 | $3.14M | 0.95% | −412−1.7% | Reduced |
| Rakuten Investment Management, Inc. | 23,817 | $3.12M | 0.02% | +5,713+31.6% | Added |
| SevenBridge Financial Group, LLC | 24,357 | $3.12M | 0.60% | +80.0% | Added |
| Louisiana State Employees Retirement System | 23,600 | $3.10M | 0.06% | −400−1.7% | Reduced |
| Davenport & Co LLC | 23,544 | $3.09M | 0.02% | +228+1.0% | Added |
| M&G Plc | 23,616 | $3.09M | 0.02% | −1,890−7.4% | Reduced |
| Richard Bernstein Advisors LLC | 23,493 | $3.09M | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,398 | $3.08M | 0.04% | −157−0.7% | Reduced |
| Metis Global Partners, LLC | 23,303 | $3.06M | 0.10% | +2,076+9.8% | Added |
| Ferguson Wellman Capital Management, Inc | 23,290 | $3.06M | 0.06% | −840−3.5% | Reduced |
| Securian Asset Management, Inc | 23,149 | $3.04M | 0.09% | −1,228−5.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,788 | $3.00M | 0.09% | +398+1.8% | Added |
| Stock Yards Bank & Trust Co | 22,768 | $2.99M | 0.10% | −646−2.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 22,490 | $2.96M | 0.42% | +10,058+80.9% | Added |
| Americana Partners, LLC | 22,422 | $2.95M | 0.20% | +530+2.4% | Added |
| Magnetar Financial LLC | 22,223 | $2.92M | 0.06% | +22,223 | New |
| Brookstone Capital Management | 22,127 | $2.91M | 0.04% | −498−2.2% | Reduced |
| Financial Counselors Inc | 22,080 | $2.90M | 0.04% | −259−1.2% | Reduced |
| La Banque Postale Asset Management SA | 21,681 | $2.85M | 0.04% | −6,748−23.7% | Reduced |
| Miracle Mile Advisors, LLC | 21,655 | $2.85M | 0.07% | −1,639−7.0% | Reduced |
| Toroso Investments, LLC | 21,523 | $2.83M | 0.03% | +2,274+11.8% | Added |
| Teza Capital Management LLC | 21,439 | $2.82M | 0.31% | +21,439 | New |
| Profund Advisors LLC | 21,385 | $2.81M | 0.11% | −1,113−4.9% | Reduced |
| Sonora Investment Management Group, LLC | 21,352 | $2.81M | 0.21% | +346+1.6% | Added |
| Cyndeo Wealth Partners, LLC | 21,258 | $2.79M | 0.20% | −53−0.2% | Reduced |
| Rockline Wealth Management, LLC | 21,230 | $2.79M | 0.79% | +839+4.1% | Added |
| Tokio Marine Asset Management Co Ltd | 21,126 | $2.78M | 0.12% | +418+2.0% | Added |
| Mattern Wealth Management LLC | 20,907 | $2.75M | 0.60% | −13,715−39.6% | Reduced |
| Wisconsin Capital Management LLC | 20,875 | $2.74M | 1.44% | −4,455−17.6% | Reduced |
| Crossmark Global Holdings, Inc. | 20,871 | $2.74M | 0.05% | −49,669−70.4% | Reduced |
| New Mexico Educational Retirement Board | 20,728 | $2.73M | 0.09% | −1,400−6.3% | Reduced |
| Becker Capital Management Inc | 20,683 | $2.72M | 0.09% | +80.0% | Added |
| National Asset Management, Inc. | 20,305 | $2.71M | 0.08% | −7,983−28.2% | Reduced |
| Silvercrest Asset Management Group LLC | 20,618 | $2.71M | 0.02% | −320−1.5% | Reduced |
| Azzad Asset Management Inc | 20,600 | $2.71M | 0.30% | +1,654+8.7% | Added |
| Concurrent Investment Advisors, LLC | 20,574 | $2.70M | 0.08% | +865+4.4% | Added |
| MAI Capital Management | 20,484 | $2.69M | 0.03% | −1,201−5.5% | Reduced |
| First Nebraska Trust Co | 20,392 | $2.68M | 0.26% | −345−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 20,369 | $2.68M | 0.04% | +991+5.1% | Added |
| Cheviot Value Management, LLC | 20,164 | $2.65M | 0.50% | −1,138−5.3% | Reduced |
| Regions Financial Corp | 20,161 | $2.65M | 0.02% | +306+1.5% | Added |
| Patten & Patten Inc | 20,141 | $2.65M | 0.18% | −55−0.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,969 | $2.62M | 0.87% | +129+0.7% | Added |
| Hartford Financial Management Inc. | 19,903 | $2.62M | 0.53% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 19,866 | $2.61M | 0.08% | +4,060+25.7% | Added |
| Summit Financial, LLC | 19,863 | $2.61M | 0.10% | −5,401−21.4% | Reduced |