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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 13,172 | $1.73M | 0.01% | +1,262+10.6% | Added |
| YHB Investment Advisors, Inc. | 13,164 | $1.73M | 0.14% | −486−3.6% | Reduced |
| First Hawaiian Bank | 13,048 | $1.72M | 0.05% | −3,368−20.5% | Reduced |
| Bridgeway Capital Management, LLC | 13,000 | $1.71M | 0.04% | −500−3.7% | Reduced |
| Independent Financial Group, LLC | 12,948 | $1.70M | 0.06% | −108−0.8% | Reduced |
| Paragon Capital Management LLC | 12,908 | $1.70M | 0.88% | +443+3.6% | Added |
| Marion Wealth Management | 12,902 | $1.70M | 0.45% | +575+4.7% | Added |
| Shelton Capital Management | 12,808 | $1.68M | 0.04% | −195−1.5% | Reduced |
| Fruth Investment Management | 12,795 | $1.68M | 0.44% | −200−1.5% | Reduced |
| Allworth Financial LP | 12,778 | $1.68M | 0.01% | −978−7.1% | Reduced |
| Ostrum Asset Management | 12,754 | $1.68M | 0.14% | +2,315+22.2% | Added |
| GPS Wealth Strategies Group, LLC | 12,753 | $1.68M | 0.22% | −9,348−42.3% | Reduced |
| Evercore Wealth Management, LLC | 12,624 | $1.66M | 0.02% | −696−5.2% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.66M | 0.37% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,584 | $1.65M | 0.08% | −326−2.5% | Reduced |
| SpiderRock Advisors, LLC | 12,566 | $1.65M | 0.04% | −856−6.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,435 | $1.63M | 0.05% | −209−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,393 | $1.63M | 0.11% | −1,281−9.4% | Reduced |
| GW Henssler & Associates Ltd | 12,386 | $1.63M | 0.09% | −199,645−94.2% | Reduced |
| Bangor Savings Bank | 12,373 | $1.63M | 0.15% | +159+1.3% | Added |
| Capstone Investment Advisors, LLC | 12,324 | $1.62M | 0.03% | +7,573+159.4% | Added |
| Point72 (DIFC) Ltd | 12,297 | $1.62M | 0.13% | +12,297 | New |
| Hennion & Walsh Asset Management, Inc. | 12,253 | $1.61M | 0.08% | +71+0.6% | Added |
| Harvest Portfolios Group Inc. | 12,147 | $1.60M | 0.05% | +2,063+20.5% | Added |
| Moors & Cabot, Inc. | 12,012 | $1.58M | 0.08% | +472+4.1% | Added |
| Centiva Capital, LP | 11,956 | $1.57M | 0.07% | −204−1.7% | Reduced |
| Vident Advisory, LLC | 11,895 | $1.56M | 0.04% | −5,876−33.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,862 | $1.56M | 0.02% | −182−1.5% | Reduced |
| Spears Abacus Advisors LLC | 11,803 | $1.55M | 0.03% | +625+5.6% | Added |
| First National Advisers, LLC | 11,780 | $1.55M | 0.25% | −5,285−31.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,521 | $1.51M | 0.01% | +7,830+212.1% | Added |
| Pathway Financial Advisers, LLC | 11,489 | $1.51M | 0.68% | −368−3.1% | Reduced |
| Fiduciary Trust Co | 11,453 | $1.51M | 0.02% | +265+2.4% | Added |
| EP Wealth Advisors, LLC | 11,445 | $1.50M | 0.01% | +3,261+39.8% | Added |
| Moneta Group Investment Advisors LLC | 11,381 | $1.50M | 0.02% | +191+1.7% | Added |
| Counterweight Ventures, LLC | 11,367 | $1.49M | 1.06% | −418−3.5% | Reduced |
| Greenleaf Trust | 11,353 | $1.49M | 0.01% | +481+4.4% | Added |
| Bragg Financial Advisors, Inc | 11,288 | $1.48M | 0.06% | −191−1.7% | Reduced |
| Apollon Wealth Management, LLC | 11,169 | $1.47M | 0.04% | −1,608−12.6% | Reduced |
| Resources Management Corp | 11,158 | $1.47M | 0.20% | +602+5.7% | Added |
| Caldwell Trust Co | 11,146 | $1.47M | 0.15% | +661+6.3% | Added |
| Wealthspire Advisors, LLC | 11,118 | $1.46M | 0.01% | +520+4.9% | Added |
| Boyd Watterson Asset Management LLC | 11,109 | $1.46M | 0.40% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,075 | $1.46M | 0.08% | +8,508+331.4% | Added |
| Exeter Financial, LLC | 11,055 | $1.45M | 0.64% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 11,006 | $1.45M | 0.33% | −755−6.4% | Reduced |
| Financial Advocates Investment Management | 10,806 | $1.42M | 0.08% | +286+2.7% | Added |
| CFM Wealth Partners LLC | 10,680 | $1.40M | 0.25% | −11,497−51.8% | Reduced |
| Smith, Moore & Co. | 10,641 | $1.40M | 0.13% | −1,450−12.0% | Reduced |
| First National Trust Co | 10,624 | $1.40M | 0.05% | −75−0.7% | Reduced |
| Tower Bridge Advisors | 10,612 | $1.39M | 0.14% | −150−1.4% | Reduced |
| Parallel Advisors, LLC | 10,582 | $1.39M | 0.03% | −530−4.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.38M | 0.34% | +10,500 | New |
| Rowland & Co Investment Counsel | 10,461 | $1.38M | 0.28% | +1,300+14.2% | Added |
| South State Corp. | 10,448 | $1.37M | 0.09% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,442 | $1.37M | 0.02% | +10,442 | New |
| Great Lakes Retirement, Inc. | 10,413 | $1.37M | 0.18% | +127+1.2% | Added |
| Thoroughbred Financial Services, LLC | 10,374 | $1.36M | 0.09% | −9−0.1% | Reduced |
| Eisler Capital (UK) Ltd. | 10,366 | $1.36M | 0.32% | +3,130+43.3% | Added |
| Jacobi Capital Management LLC | 10,340 | $1.36M | 0.10% | +525+5.3% | Added |
| Panagora Asset Management Inc | 10,334 | $1.36M | 0.01% | +1,470+16.6% | Added |
| Jeppson Wealth Management, LLC | 10,329 | $1.36M | 0.49% | −38−0.4% | Reduced |
| Cullinan Associates Inc | 10,239 | $1.35M | 0.08% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 10,205 | $1.34M | 0.09% | +174+1.7% | Added |
| Redwood Investment Management, LLC | 10,234 | $1.34M | 0.12% | +240+2.4% | Added |
| Guardian Wealth Management, Inc. | 10,198 | $1.34M | 0.94% | −507−4.7% | Reduced |
| Wahed Invest LLC | 10,159 | $1.34M | 0.24% | +644+6.8% | Added |
| Pavion Blue Capital, LLC | 10,088 | $1.33M | 0.62% | +10.0% | Added |
| Adirondack Trust Co | 10,025 | $1.32M | 0.51% | −157−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 10,019 | $1.32M | 0.04% | −2,037−16.9% | Reduced |
| Meeder Advisory Services, Inc. | 10,013 | $1.32M | 0.09% | +449+4.7% | Added |
| Aquila Investment Management LLC | 10,000 | $1.31M | 1.46% | 00.0% | Unchanged |
| Umpqua Bank | 9,996 | $1.31M | 0.48% | +71+0.7% | Added |
| Country Club Bank | 10,018 | $1.31M | 0.09% | −1,246−11.1% | Reduced |
| Frank, Rimerman Advisors LLC | 9,866 | $1.30M | 0.09% | −281−2.8% | Reduced |
| WCM Investment Management, LLC | 9,890 | $1.30M | 0.00% | +7,480+310.4% | Added |
| Accordant Advisory Group Inc | 9,848 | $1.29M | 1.03% | +2,048+26.3% | Added |
| Integrated Wealth Concepts LLC | 9,769 | $1.28M | 0.02% | −97−1.0% | Reduced |
| Diversified Trust Co | 9,750 | $1.28M | 0.03% | −5,950−37.9% | Reduced |
| Paradigm Asset Management Co LLC | 9,700 | $1.28M | 0.33% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,694 | $1.27M | 0.05% | +127+1.3% | Added |
| Wimmer Associates 1, LLC | 9,665 | $1.27M | 0.62% | +370+4.0% | Added |
| Alta Capital Management LLC | 9,656 | $1.27M | 0.08% | +25+0.3% | Added |
| Signaturefd, LLC | 9,655 | $1.27M | 0.02% | −801−7.7% | Reduced |
| CWC Advisors, LLC. | 9,651 | $1.27M | 1.25% | +9,651 | New |
| Equitable Holdings, Inc. | 9,631 | $1.27M | 0.01% | +24+0.2% | Added |
| Summit Trail Advisors, LLC | 9,604 | $1.26M | 0.03% | +1,464+18.0% | Added |
| AIA Group Ltd | 9,600 | $1.26M | 0.03% | +800+9.1% | Added |
| J. W. Coons Advisors, LLC | 9,598 | $1.26M | 0.31% | +25+0.3% | Added |
| Keeley-Teton Advisors, LLC | 9,582 | $1.26M | 0.14% | +9,582 | New |
| Ramirez Asset Management, Inc. | 9,562 | $1.26M | 0.24% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,552 | $1.26M | 0.03% | −99−1.0% | Reduced |
| JBR Co Financial Management Inc | 9,435 | $1.24M | 0.81% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,399 | $1.24M | 0.58% | +16+0.2% | Added |
| Walleye Trading LLC | 9,369 | $1.23M | 0.03% | +5,906+170.5% | Added |
| Acadian Asset Management LLC | 9,366 | $1.23M | 0.00% | −10,168−52.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,299 | $1.22M | 0.05% | −55−0.6% | Reduced |
| Parcion Private Wealth LLC | 9,281 | $1.22M | 0.10% | +56+0.6% | Added |
| Csenge Advisory Group | 8,946 | $1.22M | 0.06% | +428+5.0% | Added |
| Verdence Capital Advisors LLC | 9,227 | $1.21M | 0.10% | +537+6.2% | Added |