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Livermore
ZHEN

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).

Q4 2024 vs. Q3 2024

How the institutions holding Phillips 66 changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PSX: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,775281,782+35
Shares303.1M1.70M306.9M+5.59M (+1.9%)
Value$39.8B$224.0M$34.9B−$4.70B (−11.9%)

28 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (219)

Institutions that held Phillips 66 at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 219 by value.

Institutions new to PSX in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc1,481,523$168.8M0.06%
Capitolis Liquid Global Markets LLC1,248,000$142.2M1.38%
Merewether Investment Management, LP388,740$44.3M1.77%
Universal- Beteiligungs- und Servicegesellschaft mbH287,819$32.8M0.07%
Ofi Invest Asset Management210,589$23.2M0.55%
Jefferies Financial Group Inc.202,089$23.0M0.26%
Alps Advisors Inc197,410$22.5M0.14%
Polar Asset Management Partners Inc.197,000$22.4M0.33%
Tudor Investment Corp Et Al165,439$18.8M0.20%
GF Fund Management Co. Ltd.113,722$13.0M0.28%
HITE Hedge Asset Management LLC78,194$8.91M0.65%
Police & Firemen's Retirement System of New Jersey59,922$6.83M0.07%
Two Sigma Advisers, LP50,700$5.78M0.01%
Mountain Hill Investment Partners Corp.43,315$4.93M5.03%
CCM Investment Group, LLC42,430$4.75M0.52%
Cercano Management LLC38,959$4.44M0.11%
Eisler Capital Management Ltd.38,169$4.37M0.15%
Virtu Financial LLC38,140$4.34M0.23%
Cary Street Partners Financial LLC38,034$4.33M0.14%
Heritage Trust Co37,700$4.30M0.51%
Parr McKnight Wealth Management Group, LLC32,177$3.67M0.53%
Mader & Shannon Wealth Management, Inc.30,229$3.44M2.13%
Two Sigma Investments, LP30,044$3.42M0.01%
Generali Asset Management SPA SGR27,610$3.15M0.08%
Sciencast Management LP26,721$3.04M0.83%
Everence Capital Management Inc26,620$3.03M0.20%
Voleon Capital Management LP26,475$3.02M0.22%
Woodline Partners LP24,802$2.83M0.02%
J. Safra Sarasin Holding AG21,279$2.42M0.04%
International Assets Investment Management, LLC20,017$2.29M0.19%
PFW Advisors LLC18,895$2.15M0.66%
Cherokee Insurance Co18,150$2.07M0.94%
Generali Investments CEE, investicni spolecnost, a.s.17,120$1.95M0.20%
Huntleigh Advisors, Inc.16,708$1.90M0.41%
Quantessence Capital LLC15,843$1.80M0.74%
Aster Capital Management (DIFC) Ltd14,651$1.67M0.64%
Aware Super Pty Ltd as trustee of Aware Super14,158$1.61M0.03%
Donoghue Forlines LLC12,625$1.44M0.48%
Allstate Corp12,429$1.42M0.04%
Orca Wealth Management, LLC12,137$1.38M1.24%
Simplex Trading, LLC11,399$1.30M0.04%
Flavin Financial Services, Inc.10,445$1.19M1.13%
Smith Group Asset Management, LLC10,084$1.15M0.08%
Graham Capital Management, L.P.9,086$1.04M0.03%
New Age Alpha Advisors, LLC8,620$982.1K0.04%
Oak Hill Wealth Advisors, LLC7,912$901.4K0.21%
LRT Capital Management, LLC7,832$892.3K0.70%
Stevens Capital Management LP7,774$886.0K0.36%
Twinbeech Capital LP7,612$867.2K0.01%
Fiduciary Alliance LLC7,559$861.2K0.09%
Cushing Capital Partners, LLC7,157$815.4K0.78%
GWN Securities Inc.6,691$815.4K0.22%
Oak Thistle LLC7,036$801.6K0.24%
Entropy Technologies, LP6,682$761.3K0.08%
Impact Capital Partners LLC6,531$744.1K0.26%
MUFG Securities Americas Inc.6,097$694.6K0.09%
Oakland Financial Corp6,000$683.6K7.82%
Roehl & Yi Investment Advisors, LLC5,682$647.4K0.36%
5T Wealth, LLC5,655$644.3K0.35%
LVZ Advisors, Inc.5,643$642.9K0.08%
Baring Financial LLC5,568$634.4K0.57%
Petros Family Wealth, LLC5,398$615.0K0.66%
Readystate Asset Management LP5,173$589.4K0.02%
Farringdon Capital, Ltd.5,053$575.7K0.24%
Augustine Asset Management Inc5,022$572.2K0.15%
Bryce Point Capital, LLC4,996$569.2K0.16%
Elm3 Financial Group, LLC4,881$556.1K0.47%
Moment Partners, LLC4,841$551.5K0.11%
Banco Santander, S.A.4,707$536.3K0.01%
Atlas Legacy Advisors, LLC4,657$530.6K0.13%
Canada Post Corp Registered Pension Plan4,616$525.9K0.03%
Strategic Wealth Designers6,465$516.4K0.03%
Generali Investments, Management Co LLC4,462$508.4K0.13%
Boston Private Wealth LLC4,453$507.3K0.01%
J2 Capital Management Inc4,199$478.4K0.45%
Johnson & White Wealth Management, LLC4,180$478.0K0.29%
Lighthouse Investment Partners, LLC4,180$476.2K0.02%
111 Capital4,159$473.8K0.10%
Argyle Capital Partners, LLC3,847$438.3K0.38%
Corps Capital Advisors, LLC3,612$411.5K0.42%
1248 Management, LLC3,510$399.9K0.17%
Uniting Wealth Partners, LLC3,399$387.3K0.19%
Rossby Financial, LCC3,340$380.5K0.24%
LexAurum Advisors, LLC3,339$380.4K0.08%
Measured Risk Portfolios, Inc.3,325$378.8K0.42%
Callan Family Office, LLC3,305$376.5K0.02%
Runnymede Capital Advisors, Inc.3,265$372.0K0.32%
Clear Harbor Asset Management, LLC3,264$371.9K0.03%
Riverbend Wealth Management, LLC3,138$360.3K0.32%
Raiffeisen Bank International AG3,058$342.5K0.01%
Persium Advisors, LLC3,002$342.0K0.34%
Post Resch Tallon Group Inc.2,939$336.3K0.32%
Compass Capital Corp2,727$327.2K0.13%
IFG Advisory, LLC2,842$323.8K0.02%
Capital Advantage, Inc.2,783$317.1K0.06%
AGH Wealth Advisors, LLC2,782$317.0K0.29%
Jump Financial, LLC2,770$315.6K0.01%
Oxford Asset Management LLP2,667$303.9K0.14%
Plan A Wealth LLC2,665$303.6K0.28%
Marshall & Sterling Wealth Advisors Inc.2,627$299.3K0.21%

Sold out (184)

Institutions that held Phillips 66 at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 184 by value.

Institutions that sold out of PSX in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Renaissance Technologies LLC283,950$37.3M
Foundry Partners, LLC105,120$13.8M
Pinebridge Investments, L.P.102,680$13.5M
Blackstone Group Inc.50,357$6.62M
Sierra Summit Advisors LLC44,848$5.90M
Buck Wealth Strategies, LLC43,685$5.74M
Seven Eight Capital, LP39,468$5.19M
Quantbot Technologies LP34,319$4.51M
Lockheed Martin Investment Management Co32,600$4.29M
Arrowstreet Capital, Limited Partnership31,252$4.11M
Kerusso Capital Management LLC30,936$4.07M
Cubist Systematic Strategies, LLC30,843$4.05M
Robeco Institutional Asset Management B.V.30,651$4.03M
Algert Global LLC26,983$3.55M
Magnetar Financial LLC22,223$2.92M
Teza Capital Management LLC21,439$2.82M
Azzad Asset Management Inc20,600$2.71M
Qsemble Capital Management, LP18,591$2.44M
Alberta Investment Management Corp18,500$2.43M
Paloma Partners Management Co15,638$2.06M
Steel Peak Wealth Management LLC15,028$1.98M
Veriti Management LLC14,903$1.96M
Investment Management Corp of Ontario14,001$1.84M
Pacific Global Investment Management CO13,655$1.80M
Estate Counselors, LLC13,525$1.78M
Bridgeway Capital Management, LLC13,000$1.71M
Point72 (DIFC) Ltd12,297$1.62M
Schonfeld Strategic Advisors LLC11,521$1.51M
Hussman Strategic Advisors, Inc.10,500$1.38M
Paradigm Asset Management Co LLC9,700$1.28M
Summit Trail Advisors, LLC9,604$1.26M
AIA Group Ltd9,600$1.26M
Beck Bode, LLC8,286$1.09M
Semanteon Capital Management, LP7,359$967.3K
Parallax Volatility Advisers, L.P.6,817$896.1K
Financial Sense Advisors, Inc.6,683$878.5K
AMJ Financial Wealth Management6,666$876.2K
Mangrove Partners6,660$875.5K
Virtus ETF Advisers LLC6,226$818.4K
Gsa Capital Partners LLP6,213$817.0K
Epoch Investment Partners, Inc.5,902$775.8K
Siemens Fonds Invest GmbH5,888$774.0K
AlphaStar Capital Management, LLC5,680$746.6K
Impact Partnership Wealth, LLC5,651$742.8K
San Luis Wealth Advisors LLC5,153$677.0K
Prelude Capital Management, LLC5,018$659.6K
AlphaCore Capital LLC4,974$653.9K
Neo Ivy Capital Management4,852$638.0K
Axq Capital, LP4,702$618.1K
Keebeck Alpha, LP4,615$606.6K
Agf Management Ltd4,542$597.0K
Drake & Associates, LLC4,406$579.2K
Sompo Asset Management Co., Ltd.4,190$550.8K
Mma Asset Management LLC4,117$520.6K
Versor Investments LP3,800$499.5K
Morse Asset Management, Inc3,750$492.9K
Ontario Teachers Pension Plan Board3,719$488.9K
Unique Wealth Strategies, LLC3,613$474.9K
Counterpoint Mutual Funds LLC3,595$472.6K
Hodges Capital Management Inc.3,252$427.5K
Jaffetilchin Investment Partners, LLC3,119$410.0K
iA Global Asset Management Inc.3,099$407.0K
Fortis Capital Advisors, LLC3,043$400.0K
MQS Management LLC2,975$391.1K
Thrive Wealth Management, LLC2,954$388.2K
WealthBridge Capital Management, LLC2,895$380.6K
Campbell & CO Investment Adviser LLC2,771$364.2K
First Foundation Advisors2,718$357.3K
Cambridge Financial Group, LLC2,300$302.3K
Horizon Advisory Services, Inc.2,269$298.3K
Point72 Asia (Singapore) Pte. Ltd.2,225$292.5K
KG&L Capital Management,LLC2,180$286.6K
MBB Public Markets I LLC2,160$283.9K
Oversea-Chinese Banking CORP Ltd2,143$281.7K
ISAM Funds (UK) Ltd2,137$280.9K
Machina Capital S.A.S.2,124$279.2K
Strategic Blueprint, LLC2,090$274.7K
Zacks Investment Management2,062$271.1K
Tradition Wealth Management, LLC2,048$269.1K
Sentry LLC2,039$268.0K
City Center Advisors, LLC2,029$266.7K
Fiducient Advisors LLC2,000$262.9K
Sentinel Trust Co Lba1,996$262.0K
Contravisory Investment Management, Inc.1,906$250.5K
Ritholtz Wealth Management1,894$249.0K
Private Capital Management LLC1,893$248.8K
Madison Park Capital Advisors, LLC1,867$245.4K
Sovereign Financial Group, Inc.1,852$243.4K
Schrum Private Wealth Management LLC1,848$242.9K
Moody Lynn & Lieberson, LLC1,827$240.2K
Insigneo Advisory Services, LLC1,812$238.2K
Willis Johnson & Associates, Inc.1,809$237.8K
Tritonpoint Wealth, LLC1,800$235.9K
Legacy Financial Group, Inc.1,920$233.9K
Berkshire Asset Management LLC1,644$232.1K
Asset Advisors Investment Management, LLC1,750$230.0K
Heritage Oak Wealth Advisors LLC1,749$229.9K
NDVR, Inc.1,751$229.5K
Cahill Financial Advisors Inc1,734$227.9K
Ami Investment Management Inc1,729$227.3K

Not filed for Q4 2024 yet (28)

Institutions that held Phillips 66 at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.707,249$93.0M
Raymond James & Associates662,908$87.1M
Raymond James Trust N.A.104,928$13.8M
B. Metzler seel. Sohn & Co. Holding AG36,810$4.84M
Argent Financial Group, Inc.35,374$4.65M
Cary Street Partners Asset Management LLC27,681$3.64M
Garrison Asset Management, LLC23,969$3.15M
Rakuten Investment Management, Inc.23,817$3.12M
Banque Cantonale Vaudoise15,446$2.03M
Inscription Capital, LLC14,640$1.92M
SpiderRock Advisors, LLC12,566$1.65M
Eisler Capital (UK) Ltd.10,366$1.36M
Aquila Investment Management LLC10,000$1.31M
M&R Capital Management Inc6,750$887.3K
Insight Folios Inc2,325$305.6K
First Trust Investment Solutions L.P.2,064$271.3K
Carmichael Hill & Associates, Inc.1,922$252.7K
Diversified, LLC1,912$251.3K
Prio Wealth Limited Partnership1,658$217.9K
Abich Financial Wealth Management LLC790$103.8K
FinTrust Capital Advisors, LLC574$75.4K
WFA of San Diego, LLC319$41.9K
Peterson Financial Group, Inc.125$16.4K
Alpine Bank Wealth Management83$10.9K
Planning Capital Management Corp78$10.3K
VitalStone Financial, LLC10$1.31K
ClariVest Asset Management LLC6$836
First Personal Financial Services2$263