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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 5,503 | $627.0K | 0.16% | −490−8.2% | Reduced |
| Norden Group LLC | 5,508 | $627.6K | 0.07% | +2,039+58.8% | Added |
| TrinityPoint Wealth, LLC | 5,520 | $628.9K | 0.09% | +208+3.9% | Added |
| Essex Savings Bank | 5,553 | $632.6K | 0.16% | +21+0.4% | Added |
| NorthRock Partners, LLC | 5,554 | $632.8K | 0.02% | +872+18.6% | Added |
| Baring Financial LLC | 5,568 | $634.4K | 0.57% | +5,568 | New |
| Linscomb & Williams, Inc. | 5,583 | $636.1K | 0.03% | +365+7.0% | Added |
| Mission Wealth Management, LP | 5,612 | $639.4K | 0.02% | −250−4.3% | Reduced |
| Stegent Equity Advisors, Inc. | 5,632 | $641.7K | 0.65% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,633 | $641.8K | 0.06% | +2,797+98.6% | Added |
| Allen Capital Group, LLC | 5,636 | $642.1K | 0.08% | +265+4.9% | Added |
| LVZ Advisors, Inc. | 5,643 | $642.9K | 0.08% | +5,643 | New |
| 5T Wealth, LLC | 5,655 | $644.3K | 0.35% | +5,655 | New |
| Roehl & Yi Investment Advisors, LLC | 5,682 | $647.4K | 0.36% | +5,682 | New |
| Integrated Advisors Network LLC | 5,683 | $647.5K | 0.03% | +32+0.6% | Added |
| Doheny Asset Management | 5,689 | $648.0K | 0.48% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,698 | $649.1K | 0.06% | +980+20.8% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $649.7K | 0.12% | 00.0% | Unchanged |
| FCG Investment Co | 5,803 | $661.1K | 0.40% | −812−12.3% | Reduced |
| Regal Investment Advisors LLC | 5,809 | $661.8K | 0.05% | +1,331+29.7% | Added |
| Camden Capital, LLC | 5,812 | $662.1K | 0.07% | −242−4.0% | Reduced |
| First National Bank & Trust Co of Newtown | 5,822 | $663.3K | 0.14% | −34−0.6% | Reduced |
| Massmutual Trust Co FSB | 5,835 | $664.8K | 0.02% | +65+1.1% | Added |
| Westbourne Investment Advisors, Inc. | 5,841 | $665.0K | 0.23% | −15−0.3% | Reduced |
| Essex Financial Services, Inc. | 5,852 | $666.7K | 0.05% | +2,677+84.3% | Added |
| Palisade Asset Management, LLC | 5,854 | $666.9K | 0.07% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,860 | $667.6K | 0.51% | −44−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,897 | $671.8K | 0.05% | +47+0.8% | Added |
| Strategic Wealth Partners, Ltd. | 5,368 | $673.8K | 0.06% | −1,971−26.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $676.5K | 0.13% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,977 | $681.0K | 0.08% | −74,442−92.6% | Reduced |
| Strategic Financial Services, Inc, | 5,995 | $683.0K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,000 | $683.6K | 0.10% | −1,520−20.2% | Reduced |
| Oakland Financial Corp | 6,000 | $683.6K | 7.82% | +6,000 | New |
| Bank of Hawaii | 6,005 | $684.1K | 0.04% | −150−2.4% | Reduced |
| Basepoint Wealth LLC | 6,019 | $685.8K | 0.55% | +570+10.5% | Added |
| Heck Capital Advisors, LLC | 6,021 | $686.0K | 0.08% | 00.0% | Unchanged |
| Danske Bank A/S | 6,043 | $688.5K | 0.00% | +2,304+61.6% | Added |
| Wealth Advisory Solutions, LLC | 6,081 | $692.8K | 0.19% | −836−12.1% | Reduced |
| MUFG Securities Americas Inc. | 6,097 | $694.6K | 0.09% | +6,097 | New |
| 1st Source Bank | 6,123 | $697.6K | 0.04% | +20+0.3% | Added |
| BluePath Capital Management, LLC | 6,030 | $699.4K | 0.38% | +1,227+25.5% | Added |
| Westhampton Capital, LLC | 6,140 | $699.5K | 0.36% | 00.0% | Unchanged |
| Western Financial Corp | 6,143 | $699.9K | 0.38% | +261+4.4% | Added |
| Fisher Asset Management, LLC | 6,157 | $701.6K | 0.00% | +920+17.6% | Added |
| Retirement Planning Co of New England, Inc. | 6,206 | $707.1K | 0.34% | +322+5.5% | Added |
| Sandy Spring Bank | 6,209 | $707.4K | 0.03% | −183−2.9% | Reduced |
| Prudential PLC | 6,219 | $708.5K | 0.00% | −2,270−26.7% | Reduced |
| Veracity Capital LLC | 6,235 | $710.4K | 0.26% | +490+8.5% | Added |
| American Financial Group Inc | 6,250 | $712.1K | 0.32% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 6,300 | $717.8K | 0.49% | −3,898−38.2% | Reduced |
| Philip James Wealth Mangement, LLC | 6,322 | $720.3K | 0.09% | −573−8.3% | Reduced |
| Tradewinds, LLC. | 5,557 | $720.5K | 0.20% | −454−7.6% | Reduced |
| Syon Capital LLC | 6,334 | $721.6K | 0.06% | +2,216+53.8% | Added |
| Poehling Capital Management, LLC | 6,351 | $723.6K | 0.18% | −12−0.2% | Reduced |
| Belpointe Asset Management LLC | 5,157 | $723.6K | 0.04% | −2,709−34.4% | Reduced |
| Schear Investment Advisers, LLC | 6,368 | $725.5K | 0.39% | −554−8.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,374 | $726.2K | 0.20% | +3,119+95.8% | Added |
| Aviance Capital Partners, LLC | 6,406 | $729.8K | 0.10% | +150+2.4% | Added |
| FineMark National Bank & Trust | 6,414 | $730.7K | 0.03% | −505−7.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,415 | $730.9K | 0.17% | +150+2.4% | Added |
| We Are One Seven, LLC | 6,452 | $735.2K | 0.03% | +677+11.7% | Added |
| Legacy Financial Advisors, Inc. | 6,467 | $736.8K | 0.12% | −439−6.4% | Reduced |
| Miller Investment Management, LP | 6,500 | $740.5K | 0.08% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 6,531 | $744.1K | 0.26% | +6,531 | New |
| V-Square Quantitative Management LLC | 6,543 | $745.4K | 0.11% | +264+4.2% | Added |
| Cidel Asset Management Inc | 6,571 | $748.6K | 0.05% | +338+5.4% | Added |
| Pinnacle Financial Partners Inc | 6,413 | $748.7K | 0.02% | +637+11.0% | Added |
| Chelsea Counsel Co | 6,585 | $750.2K | 0.39% | −2,000−23.3% | Reduced |
| Busey Wealth Management | 6,623 | $754.6K | 0.02% | −219−3.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,629 | $755.3K | 0.10% | −6,124−48.0% | Reduced |
| Bridgefront Capital, LLC | 6,631 | $755.5K | 0.25% | −8,068−54.9% | Reduced |
| Creekmur Asset Management LLC | 6,659 | $758.6K | 0.17% | −2,039−23.4% | Reduced |
| Worldquant Millennium Advisors LLC | 6,659 | $758.7K | 0.00% | −182,376−96.5% | Reduced |
| Dearborn Partners LLC | 6,669 | $759.8K | 0.03% | +502+8.1% | Added |
| AMG National Trust Bank | 6,759 | $760.8K | 0.02% | −155−2.2% | Reduced |
| MCF Advisors LLC | 6,681 | $761.2K | 0.05% | −26−0.4% | Reduced |
| Entropy Technologies, LP | 6,682 | $761.3K | 0.08% | +6,682 | New |
| Retirement Investment Advisors, Inc. | 6,694 | $762.6K | 0.08% | +7+0.1% | Added |
| Aristotle Capital Management, LLC | 6,705 | $764.0K | 0.00% | −354−5.0% | Reduced |
| Adviser Investments LLC | 6,709 | $764.4K | 0.01% | +263+4.1% | Added |
| Valmark Advisers, Inc. | 6,722 | $765.8K | 0.01% | +101+1.5% | Added |
| Chicago Partners Investment Group LLC | 6,604 | $767.7K | 0.03% | +168+2.6% | Added |
| Valley Brook Capital Group | 6,743 | $768.2K | 0.57% | −654−8.8% | Reduced |
| Rathbone Brothers plc | 6,750 | $769.0K | 0.00% | +1,782+35.9% | Added |
| Birmingham Capital Management Co Inc | 6,773 | $771.6K | 0.29% | +120+1.8% | Added |
| Grimes & Company, Inc. | 6,781 | $772.6K | 0.02% | −5−0.1% | Reduced |
| Welch & Forbes LLC | 6,786 | $773.1K | 0.01% | +75+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 6,804 | $775.2K | 0.07% | −275−3.9% | Reduced |
| Cladis Investment Advisory, LLC | 6,837 | $778.9K | 0.55% | +10.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,839 | $779.2K | 0.02% | −30−0.4% | Reduced |
| Wedmont Private Capital | 6,856 | $781.1K | 0.04% | +847+14.1% | Added |
| Axxcess Wealth Management, LLC | 6,871 | $782.8K | 0.02% | −44−0.6% | Reduced |
| Private Trust Co NA | 6,896 | $785.6K | 0.08% | +213+3.2% | Added |
| Peoples Bank | 6,944 | $791.1K | 0.47% | −380−5.2% | Reduced |
| Hunter Associates Investment Management LLC | 7,009 | $794.0K | 0.12% | +98+1.4% | Added |
| Cornerstone Wealth Management, LLC | 7,000 | $797.5K | 0.05% | +686+10.9% | Added |
| Navalign, LLC | 7,025 | $800.3K | 0.24% | +277+4.1% | Added |
| Oak Thistle LLC | 7,036 | $801.6K | 0.24% | +7,036 | New |
| StoneX Group Inc. | 7,048 | $802.9K | 0.04% | +3,873+122.0% | Added |