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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 6,786 | $892.0K | 0.02% | +38+0.6% | Added |
| M&R Capital Management Inc | 6,750 | $887.3K | 0.20% | −2,064−23.4% | Reduced |
| Navalign, LLC | 6,748 | $887.0K | 0.26% | +164+2.5% | Added |
| RFG Advisory, LLC | 6,739 | $885.9K | 0.03% | −2,886−30.0% | Reduced |
| Welch & Forbes LLC | 6,711 | $882.2K | 0.01% | +161+2.5% | Added |
| MCF Advisors LLC | 6,707 | $881.6K | 0.06% | −25−0.4% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $879.0K | 0.10% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 6,683 | $878.5K | 0.24% | −59−0.9% | Reduced |
| Private Trust Co NA | 6,683 | $878.5K | 0.09% | −38−0.6% | Reduced |
| AMJ Financial Wealth Management | 6,666 | $876.2K | 0.25% | −50,510−88.3% | Reduced |
| Mangrove Partners | 6,660 | $875.5K | 0.08% | +6,660 | New |
| Birmingham Capital Management Co Inc | 6,653 | $874.5K | 0.32% | +1,002+17.7% | Added |
| Ameritas Advisory Services, LLC | 6,635 | $872.2K | 0.04% | +67+1.0% | Added |
| Confluence Wealth Services, Inc. | 6,627 | $871.1K | 0.06% | −21−0.3% | Reduced |
| Valmark Advisers, Inc. | 6,621 | $870.3K | 0.01% | +159+2.5% | Added |
| FCG Investment Co | 6,615 | $869.5K | 0.57% | −1,983−23.1% | Reduced |
| Mairs & Power Inc | 6,550 | $861.0K | 0.01% | −850−11.5% | Reduced |
| Miller Investment Management, LP | 6,500 | $854.4K | 0.09% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,492 | $853.4K | 0.19% | −199−3.0% | Reduced |
| Dynasty Wealth Management, LLC | 6,490 | $853.1K | 0.03% | −2,080−24.3% | Reduced |
| Strategy Asset Managers LLC | 6,459 | $849.0K | 0.16% | +2,547+65.1% | Added |
| Adviser Investments LLC | 6,446 | $847.2K | 0.01% | +124+2.0% | Added |
| Sandy Spring Bank | 6,392 | $840.2K | 0.03% | +445+7.5% | Added |
| Poehling Capital Management, LLC | 6,363 | $836.4K | 0.21% | +3,327+109.6% | Added |
| Cookson Peirce & Co Inc | 6,332 | $832.3K | 0.04% | −306,545−98.0% | Reduced |
| Wedmont Private Capital | 6,009 | $832.3K | 0.05% | −1,285−17.6% | Reduced |
| Chicago Partners Investment Group LLC | 6,436 | $831.1K | 0.03% | −110−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 6,314 | $830.0K | 0.06% | −34−0.5% | Reduced |
| V-Square Quantitative Management LLC | 6,279 | $825.4K | 0.12% | +19+0.3% | Added |
| Garrett Wealth Advisory Group, LLC | 6,265 | $823.5K | 0.20% | +81+1.3% | Added |
| Aviance Capital Partners, LLC | 6,256 | $822.4K | 0.11% | +15+0.2% | Added |
| American Financial Group Inc | 6,250 | $822.0K | 0.35% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,233 | $819.3K | 0.06% | +114+1.9% | Added |
| First American Trust, FSB | 6,229 | $818.9K | 0.08% | −56,262−90.0% | Reduced |
| Virtus ETF Advisers LLC | 6,226 | $818.4K | 0.38% | +949+18.0% | Added |
| Gsa Capital Partners LLP | 6,213 | $817.0K | 0.06% | +6,213 | New |
| Invst, LLC | 6,201 | $815.2K | 0.10% | +145+2.4% | Added |
| Dearborn Partners LLC | 6,167 | $810.7K | 0.03% | +193+3.2% | Added |
| Bank of Hawaii | 6,155 | $809.1K | 0.03% | −20.0% | Reduced |
| Westhampton Capital, LLC | 6,140 | $807.1K | 0.41% | −468−7.1% | Reduced |
| 1st Source Bank | 6,103 | $802.2K | 0.05% | −655−9.7% | Reduced |
| Vanguard Capital Wealth Advisors | 6,088 | $800.2K | 0.84% | +291+5.0% | Added |
| Aull & Monroe Investment Management Corp | 6,077 | $798.8K | 0.37% | −15−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 6,054 | $795.8K | 0.03% | +6,054 | New |
| Camden Capital, LLC | 6,054 | $795.8K | 0.09% | −378−5.9% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $791.5K | 0.09% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,011 | $790.2K | 0.24% | −15−0.2% | Reduced |
| Strategic Financial Services, Inc, | 5,995 | $788.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,993 | $787.8K | 0.21% | +206+3.6% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $780.5K | 0.15% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,904 | $776.1K | 0.59% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 5,902 | $775.8K | 0.00% | −295−4.8% | Reduced |
| Citizens Financial Group Inc | 5,898 | $775.2K | 0.02% | +2,206+59.8% | Added |
| Siemens Fonds Invest GmbH | 5,888 | $774.0K | 0.06% | +1,294+28.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,884 | $773.5K | 0.39% | −92−1.5% | Reduced |
| Western Financial Corp | 5,882 | $773.2K | 0.44% | +91+1.6% | Added |
| Mission Wealth Management, LP | 5,862 | $770.6K | 0.02% | +773+15.2% | Added |
| Westbourne Investment Advisors, Inc. | 5,856 | $770.0K | 0.27% | −24−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 5,856 | $769.8K | 0.15% | −25−0.4% | Reduced |
| Palisade Asset Management, LLC | 5,854 | $769.5K | 0.08% | −24−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,850 | $769.0K | 0.06% | −209−3.4% | Reduced |
| Johnson Financial Group, Inc. | 5,839 | $767.5K | 0.04% | −98−1.7% | Reduced |
| Atomi Financial Group, Inc. | 5,800 | $762.5K | 0.05% | +374+6.9% | Added |
| Pinnacle Financial Partners Inc | 5,776 | $759.3K | 0.02% | −1,311−18.5% | Reduced |
| We Are One Seven, LLC | 5,775 | $759.2K | 0.03% | −1,078−15.7% | Reduced |
| Vise Technologies, Inc. | 5,775 | $759.1K | 0.10% | +2,128+58.3% | Added |
| Massmutual Trust Co FSB | 5,770 | $758.5K | 0.02% | −73−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,770 | $758.5K | 0.10% | −6−0.1% | Reduced |
| Autumn Glory Partners, LLC | 5,740 | $755.7K | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,745 | $755.2K | 0.29% | +12+0.2% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $749.7K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,703 | $749.7K | 0.00% | +3,030+113.4% | Added |
| Doheny Asset Management | 5,689 | $748.0K | 0.51% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,680 | $746.6K | 0.06% | −1,396−19.7% | Reduced |
| Net Worth Advisory Group | 5,669 | $745.1K | 0.22% | +5,669 | New |
| Premier Path Wealth Partners, LLC | 5,657 | $743.6K | 0.12% | +146+2.6% | Added |
| Integrated Advisors Network LLC | 5,651 | $742.9K | 0.04% | −116−2.0% | Reduced |
| Impact Partnership Wealth, LLC | 5,651 | $742.8K | 0.17% | +378+7.2% | Added |
| Stegent Equity Advisors, Inc. | 5,632 | $740.3K | 0.82% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5,626 | $739.6K | 0.11% | +2,720+93.6% | Added |
| Trust Co of Toledo NA | 5,591 | $734.9K | 0.10% | −74−1.3% | Reduced |
| GTS Securities LLC | 5,578 | $733.2K | 0.01% | +2,499+81.2% | Added |
| OmniStar Financial Group, Inc. | 5,538 | $731.1K | 0.55% | +1,195+27.5% | Added |
| Essex Savings Bank | 5,532 | $727.2K | 0.18% | −11−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 5,483 | $720.7K | 0.02% | +1,014+22.7% | Added |
| Armor Investment Advisors, LLC | 5,464 | $718.3K | 0.30% | −5,340−49.4% | Reduced |
| Basepoint Wealth LLC | 5,449 | $716.2K | 0.53% | −99−1.8% | Reduced |
| Worth Financial Advisory Group, LLC | 5,434 | $714.3K | 0.42% | +73+1.4% | Added |
| Whitener Capital Management, Inc. | 5,419 | $712.4K | 0.20% | +300+5.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,409 | $711.0K | 0.12% | −112−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,388 | $708.2K | 0.02% | −106−1.9% | Reduced |
| Allen Capital Group, LLC | 5,371 | $706.1K | 0.09% | −229−4.1% | Reduced |
| Merrion Investment Management Co, LLC | 5,350 | $703.3K | 0.46% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,342 | $702.2K | 0.18% | −352−6.2% | Reduced |
| Vinva Investment Management Ltd | 5,345 | $700.5K | 0.03% | +5,345 | New |
| TrinityPoint Wealth, LLC | 5,312 | $698.2K | 0.10% | +122+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 5,249 | $690.0K | 0.04% | −1,148−17.9% | Reduced |
| Fisher Asset Management, LLC | 5,237 | $688.5K | 0.00% | −409−7.2% | Reduced |
| Linscomb & Williams, Inc. | 5,218 | $685.9K | 0.03% | +19+0.4% | Added |
| Baldwin Brothers Inc | 5,206 | $684.3K | 0.05% | +3,288+171.4% | Added |