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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 9,222 | $1.21M | 0.44% | −174−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,216 | $1.21M | 0.05% | −306−3.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,212 | $1.21M | 0.47% | +3,114+51.1% | Added |
| Cornerstone Advisors, LLC | 9,200 | $1.21M | 0.05% | +600+7.0% | Added |
| Wealth Alliance Advisory Group, LLC | 9,137 | $1.20M | 0.25% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 9,127 | $1.20M | 0.05% | −1,038−10.2% | Reduced |
| Scotia Capital Inc. | 9,113 | $1.20M | 0.01% | −415−4.4% | Reduced |
| Lee Danner & Bass Inc | 9,096 | $1.20M | 0.08% | −330−3.5% | Reduced |
| Global Retirement Partners, LLC | 9,092 | $1.20M | 0.04% | −134−1.5% | Reduced |
| Lokken Investment Group LLC | 9,053 | $1.19M | 0.50% | +699+8.4% | Added |
| Buckingham Strategic Partners | 8,974 | $1.18M | 0.02% | +834+10.2% | Added |
| Fairfield, Bush & Co. | 8,964 | $1.18M | 0.70% | −244−2.6% | Reduced |
| Barry Investment Advisors, LLC | 8,947 | $1.18M | 0.36% | −883−9.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,936 | $1.17M | 0.07% | +62+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 8,314 | $1.17M | 0.44% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,814 | $1.16M | 0.01% | −14,181−61.7% | Reduced |
| Private Capital Management, LLC | 8,794 | $1.16M | 0.13% | +1,130+14.7% | Added |
| Creekmur Asset Management LLC | 8,698 | $1.14M | 0.27% | −820−8.6% | Reduced |
| Guyasuta Investment Advisors Inc | 8,683 | $1.14M | 0.07% | −93−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 8,682 | $1.14M | 0.06% | −116−1.3% | Reduced |
| Argent Trust Co | 8,680 | $1.14M | 0.05% | −35−0.4% | Reduced |
| Patten Group, Inc. | 8,670 | $1.14M | 0.25% | −198−2.2% | Reduced |
| Two Sigma Securities, LLC | 8,633 | $1.13M | 0.09% | −1,850−17.6% | Reduced |
| Glenview Trust Co | 8,630 | $1.13M | 0.02% | +716+9.0% | Added |
| Bleakley Financial Group, LLC | 8,595 | $1.13M | 0.03% | −332−3.7% | Reduced |
| Chelsea Counsel Co | 8,585 | $1.13M | 0.56% | 00.0% | Unchanged |
| Prudential PLC | 8,489 | $1.12M | 0.01% | +2,270+36.5% | Added |
| Peapack Gladstone Financial Corp | 8,396 | $1.10M | 0.02% | −1,031−10.9% | Reduced |
| Groupama Asset Managment | 10,440 | $1.10M | 0.03% | +166+1.6% | Added |
| Capital Advisors Wealth Management, LLC | 8,346 | $1.10M | 0.20% | +141+1.7% | Added |
| GAMMA Investing LLC | 8,343 | $1.10M | 0.11% | +1,479+21.5% | Added |
| Bank Ozk | 8,334 | $1.10M | 0.45% | +453+5.7% | Added |
| Arvest Investments, Inc. | 8,332 | $1.10M | 0.17% | +1,074+14.8% | Added |
| Intrua Financial, LLC | 8,330 | $1.10M | 0.18% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 8,301 | $1.09M | 0.23% | +609+7.9% | Added |
| Beck Bode, LLC | 8,286 | $1.09M | 0.20% | −1,130−12.0% | Reduced |
| Searle & Co. | 8,284 | $1.09M | 0.27% | −2,099−20.2% | Reduced |
| NVWM, LLC | 8,255 | $1.09M | 0.28% | −211−2.5% | Reduced |
| BWM Planning, LLC | 8,240 | $1.08M | 0.48% | +8,240 | New |
| Tower Research Capital LLC (TRC) | 8,163 | $1.07M | 0.03% | −35,442−81.3% | Reduced |
| Jupiter Wealth Management LLC | 8,154 | $1.07M | 0.55% | +695+9.3% | Added |
| Applied Finance Capital Management, LLC | 8,152 | $1.07M | 0.05% | +1,531+23.1% | Added |
| Cowa, LLC | 8,098 | $1.06M | 0.51% | +78+1.0% | Added |
| Avidian Wealth Solutions, LLC | 8,039 | $1.06M | 0.05% | −2,178−21.3% | Reduced |
| Institute for Wealth Management, LLC. | 7,983 | $1.05M | 0.13% | +35+0.4% | Added |
| Farther Finance Advisors, LLC | 7,957 | $1.05M | 0.04% | +354+4.7% | Added |
| Westmount Partners, LLC | 7,942 | $1.04M | 0.31% | −25−0.3% | Reduced |
| Belpointe Asset Management LLC | 7,866 | $1.03M | 0.06% | +1,335+20.4% | Added |
| Strategic Advisors LLC | 7,849 | $1.03M | 0.19% | −521−6.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,839 | $1.03M | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,782 | $1.02M | 0.10% | −177−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 7,706 | $1.01M | 0.07% | −122−1.6% | Reduced |
| David Loasby | 7,289 | $1.01M | 0.10% | −113−1.5% | Reduced |
| Arvest Bank Trust Division | 7,666 | $1.01M | 0.06% | +7,666 | New |
| Bull Street Advisors, LLC | 7,606 | $1.00M | 0.46% | −125−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 7,587 | $997.3K | 0.02% | −807−9.6% | Reduced |
| HighPoint Advisor Group LLC | 7,569 | $995.0K | 0.06% | +760+11.2% | Added |
| Bradley Foster & Sargent Inc | 7,551 | $992.6K | 0.02% | +65+0.9% | Added |
| Edge Capital Group, LLC | 7,548 | $992.2K | 0.04% | −57−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 7,544 | $991.7K | 0.16% | −335−4.3% | Reduced |
| South Street Advisors LLC | 7,520 | $988.5K | 0.15% | +350+4.9% | Added |
| Trustmark National Bank Trust Department | 7,504 | $986.4K | 0.07% | −831−10.0% | Reduced |
| Heritage Wealth Management, Inc. | 7,483 | $983.6K | 0.32% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,968 | $983.6K | 0.01% | +3,205+85.2% | Added |
| Baker Ellis Asset Management LLC | 7,443 | $978.4K | 0.14% | −400−5.1% | Reduced |
| Forum Financial Management, LP | 7,409 | $973.9K | 0.02% | −153−2.0% | Reduced |
| Valley Brook Capital Group | 7,397 | $972.3K | 0.70% | −199−2.6% | Reduced |
| J.W. Cole Advisors, Inc. | 7,383 | $970.5K | 0.04% | −2,609−26.1% | Reduced |
| Semanteon Capital Management, LP | 7,359 | $967.3K | 0.66% | +7,359 | New |
| Strategic Wealth Partners, Ltd. | 7,339 | $964.7K | 0.09% | +58+0.8% | Added |
| Bridge Creek Capital Management LLC | 7,334 | $964.1K | 0.29% | 00.0% | Unchanged |
| Peoples Bank | 7,324 | $962.7K | 0.49% | −150−2.0% | Reduced |
| Westwood Holdings Group Inc. | 7,314 | $961.4K | 0.00% | +442+6.4% | Added |
| Boston Trust Walden Corp | 7,310 | $960.9K | 0.01% | −183−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,283 | $957.0K | 0.07% | +2,013+38.2% | Added |
| MONECO Advisors, LLC | 7,280 | $957.0K | 0.12% | +768+11.8% | Added |
| Old National Bancorp | 7,188 | $944.9K | 0.02% | −1,623−18.4% | Reduced |
| IFP Advisors, Inc | 7,180 | $944.0K | 0.03% | +966+15.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $936.6K | 0.59% | −500−6.6% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $930.7K | 0.21% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,079 | $930.5K | 0.08% | −55−0.8% | Reduced |
| Aristotle Capital Management, LLC | 7,059 | $927.9K | 0.00% | −275−3.7% | Reduced |
| Hilltop National Bank | 7,038 | $925.1K | 0.28% | +465+7.1% | Added |
| Mystic Asset Management, Inc. | 6,989 | $918.7K | 0.35% | +33+0.5% | Added |
| Shell Asset Management Co | 6,975 | $917.0K | 0.04% | +6,975 | New |
| Drive Wealth Management, LLC | 6,976 | $917.0K | 0.24% | +3,031+76.8% | Added |
| Connecticut Wealth Management, LLC | 6,961 | $915.0K | 0.04% | −145−2.0% | Reduced |
| WealthTrust Axiom LLC | 6,954 | $914.0K | 0.27% | −132−1.9% | Reduced |
| Schear Investment Advisers, LLC | 6,922 | $909.9K | 0.56% | +428+6.6% | Added |
| FineMark National Bank & Trust | 6,919 | $909.5K | 0.03% | −125−1.8% | Reduced |
| Wealth Advisory Solutions, LLC | 6,917 | $909.2K | 0.25% | +889+14.7% | Added |
| Axxcess Wealth Management, LLC | 6,915 | $909.0K | 0.02% | −2,298−24.9% | Reduced |
| AMG National Trust Bank | 6,914 | $908.8K | 0.02% | −641−8.5% | Reduced |
| Legacy Financial Advisors, Inc. | 6,906 | $907.7K | 0.15% | +84+1.2% | Added |
| Hunter Associates Investment Management LLC | 6,911 | $907.0K | 0.14% | −52−0.7% | Reduced |
| Philip James Wealth Mangement, LLC | 6,895 | $906.3K | 0.11% | +6,895 | New |
| Sanibel Captiva Trust Company, Inc. | 6,869 | $902.9K | 0.03% | +203+3.0% | Added |
| Busey Wealth Management | 6,842 | $899.4K | 0.03% | −59−0.9% | Reduced |
| Cladis Investment Advisory, LLC | 6,836 | $898.6K | 0.62% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6,817 | $896.1K | 0.02% | −9,238−57.5% | Reduced |