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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 7,075 | $806.1K | 0.52% | −50−0.7% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $806.6K | 0.18% | 00.0% | Unchanged |
| GWN Securities Inc. | 6,691 | $815.4K | 0.22% | +6,691 | New |
| Drive Wealth Management, LLC | 7,157 | $815.4K | 0.20% | +181+2.6% | Added |
| Cushing Capital Partners, LLC | 7,157 | $815.4K | 0.78% | +7,157 | New |
| WealthTrust Axiom LLC | 7,160 | $815.8K | 0.24% | +206+3.0% | Added |
| Old National Bancorp | 7,163 | $816.1K | 0.02% | −25−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 7,190 | $819.2K | 0.15% | −36,867−83.7% | Reduced |
| IFP Advisors, Inc | 7,218 | $822.5K | 0.03% | +38+0.5% | Added |
| J.W. Cole Advisors, Inc. | 7,241 | $824.9K | 0.03% | −142−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 6,741 | $826.6K | 0.05% | +114+1.7% | Added |
| Boston Trust Walden Corp | 7,293 | $830.9K | 0.01% | −17−0.2% | Reduced |
| Tyche Wealth Partners LLC | 7,317 | $833.6K | 0.18% | +825+12.7% | Added |
| Bridge Creek Capital Management LLC | 7,326 | $834.7K | 0.26% | −8−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 7,338 | $836.0K | 0.01% | +2,156+41.6% | Added |
| Jupiter Wealth Management LLC | 7,359 | $838.4K | 0.42% | −795−9.7% | Reduced |
| RFG Advisory, LLC | 7,362 | $838.7K | 0.02% | +623+9.2% | Added |
| Baker Ellis Asset Management LLC | 7,443 | $848.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 7,453 | $849.1K | 0.28% | −30−0.4% | Reduced |
| Fiduciary Group LLC | 7,454 | $849.2K | 0.09% | −328−4.2% | Reduced |
| Bradley Foster & Sargent Inc | 7,476 | $851.7K | 0.01% | −75−1.0% | Reduced |
| Forum Financial Management, LP | 7,486 | $852.8K | 0.01% | +77+1.0% | Added |
| Infrastructure Capital Advisors, LLC | 7,490 | $853.3K | 0.11% | −15,000−66.7% | Reduced |
| David Loasby | 7,507 | $855.3K | 0.08% | +218+3.0% | Added |
| Man Group plc | 7,517 | $856.4K | 0.00% | −86,154−92.0% | Reduced |
| Edge Capital Group, LLC | 7,548 | $859.9K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,559 | $861.2K | 0.09% | +7,559 | New |
| Bull Street Advisors, LLC | 7,606 | $867.0K | 0.42% | 00.0% | Unchanged |
| Twinbeech Capital LP | 7,612 | $867.2K | 0.01% | +7,612 | New |
| Arvest Bank Trust Division | 7,646 | $871.1K | 0.05% | −20−0.3% | Reduced |
| First Hawaiian Bank | 7,692 | $876.3K | 0.03% | −5,356−41.0% | Reduced |
| Pensionmark Financial Group, LLC | 7,694 | $876.5K | 0.02% | +1,640+27.1% | Added |
| Van Hulzen Asset Management, LLC | 7,713 | $878.8K | 0.06% | +7+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 7,752 | $883.2K | 0.06% | −87−1.1% | Reduced |
| Eagle Global Advisors LLC | 7,754 | $883.4K | 0.04% | +6,000+342.1% | Added |
| Stevens Capital Management LP | 7,774 | $886.0K | 0.36% | +7,774 | New |
| LRT Capital Management, LLC | 7,832 | $892.3K | 0.70% | +7,832 | New |
| Oak Hill Wealth Advisors, LLC | 7,912 | $901.4K | 0.21% | +7,912 | New |
| Westmount Partners, LLC | 7,933 | $903.8K | 0.27% | −9−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 7,973 | $908.4K | 0.17% | +4,160+109.1% | Added |
| Institute for Wealth Management, LLC. | 7,983 | $909.5K | 0.11% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 8,026 | $913.0K | 0.01% | −370−4.4% | Reduced |
| Searle & Co. | 8,025 | $914.3K | 0.26% | −259−3.1% | Reduced |
| Strategic Advisors LLC | 8,072 | $919.6K | 0.17% | +223+2.8% | Added |
| Cowa, LLC | 8,099 | $922.8K | 0.43% | +10.0% | Added |
| Mairs & Power Inc | 8,116 | $924.7K | 0.01% | +1,566+23.9% | Added |
| Intrua Financial, LLC | 8,172 | $931.0K | 0.15% | −158−1.9% | Reduced |
| LMR Partners LLP | 8,172 | $931.0K | 0.02% | +8,167+163,340.0% | Added |
| Farther Finance Advisors, LLC | 8,186 | $932.6K | 0.03% | +229+2.9% | Added |
| Patten Group, Inc. | 8,220 | $936.5K | 0.21% | −450−5.2% | Reduced |
| Mystic Asset Management, Inc. | 8,236 | $938.3K | 0.25% | +1,247+17.8% | Added |
| BWM Planning, LLC | 8,240 | $938.8K | 0.41% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 8,265 | $941.7K | 0.10% | +985+13.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,315 | $947.3K | 0.20% | +14+0.2% | Added |
| GAMMA Investing LLC | 8,366 | $953.1K | 0.08% | +23+0.3% | Added |
| AE Wealth Management LLC | 8,369 | $953.5K | 0.01% | −9,708−53.7% | Reduced |
| Merit Financial Group, LLC | 8,372 | $953.8K | 0.02% | +4,204+100.9% | Added |
| Verdence Capital Advisors LLC | 8,446 | $962.2K | 0.08% | −781−8.5% | Reduced |
| Barry Investment Advisors, LLC | 8,474 | $965.5K | 0.31% | −473−5.3% | Reduced |
| Arvest Investments, Inc. | 8,475 | $965.6K | 0.15% | +143+1.7% | Added |
| HighPoint Advisor Group LLC | 7,645 | $977.4K | 0.05% | +76+1.0% | Added |
| New Age Alpha Advisors, LLC | 8,620 | $982.1K | 0.04% | +8,620 | New |
| Argent Trust Co | 8,627 | $982.9K | 0.04% | −53−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 8,631 | $983.3K | 0.04% | +592+7.4% | Added |
| Flagship Harbor Advisors, LLC | 8,631 | $983.3K | 0.05% | −51−0.6% | Reduced |
| Bleakley Financial Group, LLC | 8,673 | $988.1K | 0.03% | +78+0.9% | Added |
| Guyasuta Investment Advisors Inc | 8,716 | $993.0K | 0.06% | +33+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 8,736 | $995.3K | 0.21% | −401−4.4% | Reduced |
| Mather Group, LLC. | 8,773 | $999.5K | 0.01% | −41−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,905 | $1.01M | 0.07% | −31−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,935 | $1.02M | 0.18% | +589+7.1% | Added |
| Delta Financial Advisors LLC | 8,974 | $1.02M | 0.38% | −248−2.7% | Reduced |
| Hilltop National Bank | 9,006 | $1.03M | 0.31% | +1,968+28.0% | Added |
| Ingalls & Snyder LLC | 9,032 | $1.03M | 0.04% | −95−1.0% | Reduced |
| Lee Danner & Bass Inc | 9,038 | $1.03M | 0.08% | −58−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,074 | $1.03M | 0.04% | −142−1.5% | Reduced |
| Graham Capital Management, L.P. | 9,086 | $1.04M | 0.03% | +9,086 | New |
| Ethic Inc. | 9,095 | $1.04M | 0.02% | +6,398+237.2% | Added |
| Energy Income Partners, LLC | 9,103 | $1.04M | 0.02% | −4,334−32.3% | Reduced |
| Global Retirement Partners, LLC | 9,140 | $1.04M | 0.03% | +48+0.5% | Added |
| Glenview Trust Co | 9,168 | $1.04M | 0.02% | +538+6.2% | Added |
| Cornerstone Advisors, LLC | 9,200 | $1.05M | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 9,236 | $1.05M | 0.08% | −45−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,249 | $1.05M | 0.04% | −50−0.5% | Reduced |
| Naviter Wealth, LLC | 9,253 | $1.05M | 0.13% | +5,022+118.7% | Added |
| Lokken Investment Group LLC | 9,272 | $1.06M | 0.46% | +219+2.4% | Added |
| Fairfield, Bush & Co. | 9,334 | $1.06M | 0.63% | +370+4.1% | Added |
| Beacon Investment Advisors LLC | 9,416 | $1.07M | 0.50% | +17+0.2% | Added |
| Applied Finance Capital Management, LLC | 9,439 | $1.08M | 0.05% | +1,287+15.8% | Added |
| Buckingham Strategic Partners | 9,441 | $1.08M | 0.02% | +467+5.2% | Added |
| Vise Technologies, Inc. | 9,449 | $1.08M | 0.09% | +3,674+63.6% | Added |
| JBR Co Financial Management Inc | 9,520 | $1.08M | 0.66% | +85+0.9% | Added |
| Sterling Capital Management LLC | 9,537 | $1.09M | 0.01% | −905−8.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,552 | $1.09M | 0.01% | −4,853−33.7% | Reduced |
| Ramirez Asset Management, Inc. | 9,562 | $1.09M | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,589 | $1.09M | 0.02% | −66−0.7% | Reduced |
| Wimmer Associates 1, LLC | 9,605 | $1.09M | 0.54% | −60−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 9,658 | $1.10M | 0.28% | +60+0.6% | Added |
| Independent Financial Group, LLC | 9,667 | $1.10M | 0.04% | −3,281−25.3% | Reduced |
| Alta Capital Management LLC | 9,682 | $1.10M | 0.07% | +26+0.3% | Added |