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Livermore
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).

13F holders, Q4 2024

Institutional positions in Phillips 66 as of Dec 31, 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
1,782
+35 vs. Q3 2024
Shares held
306.9M
+5.59M (+1.9%) vs. Q3 2024
Total value
$34.9B
−$4.70B (−11.9%) vs. Q3 2024
New holders
219
619 more added
Sold out
184
644 more reduced

28 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,782 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2024: $34.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2024.

Institutions holding PSX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$1140.00%−4−80.0%Reduced
Atwood & Palmer Inc1$1140.00%00.0%Unchanged
St. Johns Investment Management Company, LLC1$1140.00%00.0%Unchanged
NBC Securities, Inc.1$1560.01%−3,907−100.0%Reduced
Pillar Financial Advisors, LLC2$2280.00%+2New
Fairman Group, LLC4$4560.00%−4−50.0%Reduced
Tucker Asset Management LLC5$5700.00%00.0%Unchanged
Old Second National Bank of Aurora5$5700.00%+5New
Stance Capital LLC7$7980.00%+7New
Sugarloaf Wealth Management, LLC8$9110.00%00.0%Unchanged
1620 Investment Advisors, Inc.9$1.01K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC9$1.02K0.00%−271−96.8%Reduced
Aspect Partners, LLC10$1.14K0.00%00.0%Unchanged
Ridgewood Investments LLC14$1.59K0.00%00.0%Unchanged
Caitlin John, LLC14$1.59K0.00%00.0%Unchanged
Anderson Financial Strategies, LLC14$1.59K0.00%+14New
WealthTrak Capital Management LLC16$1.82K0.00%+16New
Ogorek Anthony Joseph19$2.00K0.00%00.0%Unchanged
Country Trust Bank19$2.17K0.00%00.0%Unchanged
Atala Financial Inc20$2.28K0.00%+20New
Iron Horse Wealth Management, LLC20$2.28K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC21$2.39K0.00%+21New
PayPay Securities Corp23$2.62K0.11%+23New
Park Square Financial Group, LLC23$2.62K0.00%+23New
True Wealth Design, LLC24$2.69K0.00%+5+26.3%Added
WealthCollab, LLC24$2.73K0.00%00.0%Unchanged
Delta Asset Management LLC25$2.85K0.00%00.0%Unchanged
Spurstone Advisory Services, LLC25$2.85K0.05%+25New
Trivant Custom Portfolio Group, LLC25$2.85K0.00%00.0%Unchanged
FSA Wealth Management LLC25$2.88K0.00%−66−72.5%Reduced
Oliver Lagore Vanvalin Investment Group26$2.96K0.00%00.0%Unchanged
Decker Retirement Planning Inc.26$2.96K0.00%+26New
BankPlus Trust Department26$2.96K0.00%+26New
Financial Connections Group, Inc.30$3.00K0.00%00.0%Unchanged
CGC Financial Services, LLC28$3.19K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc30$3.42K0.00%00.0%Unchanged
Cetera Trust Company, N.A30$3.42K0.00%00.0%Unchanged
Thompson Investment Management, Inc.30$3.42K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$3.46K0.00%−3−9.1%Reduced
Tidemark, LLC31$3.53K0.00%00.0%Unchanged
Demars Financial Group, LLC446,036$3.92K0.13%+441,784+10,390.0%Added
Fiduciary Advisors, Inc.35$3.99K0.00%+35New
Horrell Capital Management, Inc.34$4.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.37$4.22K0.00%−79−68.1%Reduced
Vermillion & White Wealth Management Group, LLC38$4.33K0.00%+38New
Cedar Mountain Advisors, LLC42$4.79K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.42$4.79K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC43$4.90K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$5.01K0.00%+44New
Kestra Investment Management, LLC47$5.41K0.00%+47New
WPG Advisers, LLC49$5.58K0.01%+49New
Christopher J. Hasenberg, Inc50$5.70K0.00%00.0%Unchanged
Financial Freedom, LLC50$5.70K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.50$5.70K0.00%+50New
Prudent Man Investment Management, Inc.50$5.70K0.00%+50New
Accredited Wealth Management, LLC50$5.70K0.00%+50New
Noble Wealth Management PBC51$5.81K0.00%+51New
Anfield Capital Management, LLC53$6.04K0.00%00.0%Unchanged
Red Tortoise LLC56$6.38K0.00%00.0%Unchanged
Crewe Advisors LLC56$6.38K0.00%−1−1.8%Reduced
Synergy Financial Management, LLC49$6.44K0.00%+49New
Center for Financial Planning, Inc.57$6.50K0.00%00.0%Unchanged
Transcendent Capital Group LLC62$7.06K0.00%+62New
Financial Perspectives, Inc63$7.18K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC63$7.18K0.01%+63New
PSI Advisors, LLC69$7.86K0.00%00.0%Unchanged
Dunhill Financial, LLC73$8.29K0.00%+2+2.8%Added
Raffa Wealth Management, LLC74$8.43K0.00%00.0%Unchanged
Sachetta, LLC74$8.43K0.00%−31−29.5%Reduced
Keener Financial Planning LLC82$9.00K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.80$9.11K0.03%00.0%Unchanged
Abound Wealth Management81$9.19K0.00%−24−22.9%Reduced
University of Texas/Texas Am Investment Managment Co81$9.23K0.00%00.0%Unchanged
Optiver Holding B.V.83$9.46K0.00%+83New
IAG Wealth Partners, LLC85$9.68K0.00%−100−54.1%Reduced
HighMark Wealth Management LLC86$9.77K0.01%+1+1.2%Added
Pineridge Advisors LLC86$9.78K0.00%+1+1.2%Added
MPWM Advisory Solutions, LLC87$9.86K0.01%+87New
Central Pacific Bank - Trust Division89$10.1K0.00%00.0%Unchanged
Holos Integrated Wealth LLC90$10.3K0.01%+90New
High Note Wealth, LLC95$10.8K0.00%+95New
Operose Advisors LLC96$10.9K0.00%−80−45.5%Reduced
Mowery & Schoenfeld Wealth Management, LLC96$10.9K0.02%+96New
Barrett & Company, Inc.100$11.4K0.00%00.0%Unchanged
Clear Street Markets LLC100$11.4K0.00%+100New
Wingate Wealth Advisors, Inc.100$11.4K0.01%+100New
Valued Wealth Advisors LLC102$11.6K0.01%+17+20.0%Added
BFSG, LLC103$11.7K0.00%00.0%Unchanged
Ameriflex Group, Inc.100$11.8K0.01%+100New
Harvest Fund Management Co., Ltd109$12.0K0.00%−24−18.0%Reduced
Westend Capital Management, LLC106$12.1K0.00%00.0%Unchanged
LGT Financial Advisors LLC107$12.1K0.03%+1+0.9%Added
Sierra Ocean, LLC106$12.2K0.01%+106New
First Community Trust NA111$12.6K0.01%00.0%Unchanged
Midwest Capital Advisors, LLC114$13.0K0.01%+114New
Roble, Belko & Company, Inc110$13.0K0.00%00.0%Unchanged
Richardson Capital Management LLC115$13.1K0.01%00.0%Unchanged
Creative Capital Management Investments LLC117$13.3K0.01%+17+17.0%Added
Fairway Wealth LLC118$13.4K0.01%+118New
Promus Capital, LLC121$13.8K0.01%+121New