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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 9,697 | $1.10M | 0.01% | −72−0.7% | Reduced |
| EP Wealth Advisors, LLC | 9,701 | $1.11M | 0.01% | −1,744−15.2% | Reduced |
| South State Corp. | 9,710 | $1.11M | 0.07% | −738−7.1% | Reduced |
| Horizon Investments, LLC | 9,726 | $1.11M | 0.03% | +174+1.8% | Added |
| Country Club Bank | 9,897 | $1.11M | 0.07% | −121−1.2% | Reduced |
| Cullinan Associates Inc | 9,739 | $1.11M | 0.07% | −500−4.9% | Reduced |
| CWC Advisors, LLC. | 9,743 | $1.11M | 1.11% | +92+1.0% | Added |
| Oddo BHF Asset Management SAS | 9,752 | $1.11M | 0.06% | −3,870−28.4% | Reduced |
| Wealthcare Advisory Partners LLC | 9,791 | $1.12M | 0.03% | −228−2.3% | Reduced |
| Martin Capital Partners, LLC | 9,833 | $1.12M | 1.33% | −14,393−59.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,539 | $1.12M | 0.37% | +225+2.7% | Added |
| Accordant Advisory Group Inc | 9,857 | $1.12M | 1.08% | +9+0.1% | Added |
| Adirondack Trust Co | 9,923 | $1.13M | 0.43% | −102−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 9,932 | $1.13M | 0.07% | −81−0.8% | Reduced |
| Pavion Blue Capital, LLC | 10,071 | $1.15M | 0.54% | −17−0.2% | Reduced |
| Smith Group Asset Management, LLC | 10,084 | $1.15M | 0.08% | +10,084 | New |
| Keeley-Teton Advisors, LLC | 10,109 | $1.15M | 0.13% | +527+5.5% | Added |
| Financial Advocates Investment Management | 10,180 | $1.16M | 0.07% | −626−5.8% | Reduced |
| Westwood Holdings Group Inc. | 10,186 | $1.16M | 0.01% | +2,872+39.3% | Added |
| Wahed Invest LLC | 10,224 | $1.16M | 0.19% | +65+0.6% | Added |
| Brighton Jones LLC | 10,239 | $1.17M | 0.03% | +7,214+238.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,264 | $1.17M | 0.00% | +7,036+218.0% | Added |
| Jeppson Wealth Management, LLC | 10,279 | $1.17M | 0.42% | −50−0.5% | Reduced |
| Parallel Advisors, LLC | 10,281 | $1.17M | 0.03% | −301−2.8% | Reduced |
| First National Trust Co | 10,375 | $1.18M | 0.04% | −249−2.3% | Reduced |
| Wealthspire Advisors, LLC | 10,440 | $1.19M | 0.01% | −678−6.1% | Reduced |
| Flavin Financial Services, Inc. | 10,445 | $1.19M | 1.13% | +10,445 | New |
| Martingale Asset Management L P | 10,460 | $1.19M | 0.03% | −66,094−86.3% | Reduced |
| Segment Wealth Management, LLC | 10,467 | $1.19M | 0.08% | +262+2.6% | Added |
| Tower Bridge Advisors | 10,599 | $1.21M | 0.13% | −13−0.1% | Reduced |
| CFM Wealth Partners LLC | 10,626 | $1.21M | 0.20% | −54−0.5% | Reduced |
| Gateway Investment Advisers LLC | 10,636 | $1.21M | 0.01% | −3,135−22.8% | Reduced |
| Smith, Moore & Co. | 10,732 | $1.22M | 0.11% | +91+0.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,757 | $1.23M | 0.29% | −249−2.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,758 | $1.23M | 0.46% | +1,546+16.8% | Added |
| Csenge Advisory Group | 10,820 | $1.23M | 0.07% | +1,874+20.9% | Added |
| Bank Ozk | 10,855 | $1.24M | 0.51% | +2,521+30.2% | Added |
| Great Lakes Retirement, Inc. | 10,904 | $1.24M | 0.16% | +491+4.7% | Added |
| Umpqua Bank | 10,609 | $1.24M | 0.43% | +613+6.1% | Added |
| Equitable Holdings, Inc. | 11,017 | $1.26M | 0.01% | +1,386+14.4% | Added |
| Thoroughbred Financial Services, LLC | 11,029 | $1.26M | 0.08% | +655+6.3% | Added |
| Jacobi Capital Management LLC | 11,076 | $1.26M | 0.09% | +736+7.1% | Added |
| CAPROCK Group, Inc. | 11,172 | $1.27M | 0.04% | +1,478+15.2% | Added |
| Resources Management Corp | 11,177 | $1.27M | 0.17% | +19+0.2% | Added |
| Bragg Financial Advisors, Inc | 11,289 | $1.29M | 0.05% | +10.0% | Added |
| Boyd Watterson Asset Management LLC | 11,359 | $1.29M | 0.36% | +250+2.3% | Added |
| Greenleaf Trust | 11,383 | $1.30M | 0.01% | +30+0.3% | Added |
| Simplex Trading, LLC | 11,399 | $1.30M | 0.04% | +11,399 | New |
| Wetherby Asset Management Inc | 11,428 | $1.30M | 0.06% | −1,156−9.2% | Reduced |
| Counterweight Ventures, LLC | 11,550 | $1.32M | 0.93% | +183+1.6% | Added |
| Quarry LP | 11,578 | $1.32M | 0.26% | −14,020−54.8% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.32M | 0.17% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,680 | $1.33M | 0.06% | −332−2.8% | Reduced |
| Moneta Group Investment Advisors LLC | 11,690 | $1.33M | 0.02% | +309+2.7% | Added |
| Spears Abacus Advisors LLC | 11,691 | $1.33M | 0.03% | −112−0.9% | Reduced |
| Pathway Financial Advisers, LLC | 11,711 | $1.33M | 0.45% | +222+1.9% | Added |
| First National Advisers, LLC | 11,745 | $1.34M | 0.22% | −35−0.3% | Reduced |
| Sowell Financial Services LLC | 11,773 | $1.34M | 0.07% | −51,821−81.5% | Reduced |
| 1832 Asset Management L.P. | 11,894 | $1.36M | 0.00% | −12,514−51.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 11,912 | $1.36M | 0.91% | +6,802+133.1% | Added |
| Bangor Savings Bank | 11,959 | $1.36M | 0.13% | −414−3.3% | Reduced |
| Fiduciary Trust Co | 12,014 | $1.37M | 0.02% | +561+4.9% | Added |
| Rowland & Co Investment Counsel | 12,021 | $1.37M | 0.29% | +1,560+14.9% | Added |
| Vident Advisory, LLC | 12,062 | $1.37M | 0.02% | +167+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 12,112 | $1.38M | 0.02% | +250+2.1% | Added |
| Orca Wealth Management, LLC | 12,137 | $1.38M | 1.24% | +12,137 | New |
| Dynamic Advisor Solutions LLC | 12,158 | $1.39M | 0.06% | −277−2.2% | Reduced |
| GW Henssler & Associates Ltd | 10,549 | $1.39M | 0.08% | −1,837−14.8% | Reduced |
| Ostrum Asset Management | 12,250 | $1.40M | 0.12% | −504−4.0% | Reduced |
| Diversified Trust Co | 12,396 | $1.41M | 0.03% | +2,646+27.1% | Added |
| Allstate Corp | 12,429 | $1.42M | 0.04% | +12,429 | New |
| Fruth Investment Management | 12,473 | $1.42M | 0.39% | −322−2.5% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.44M | 0.33% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 12,624 | $1.44M | 0.02% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 12,625 | $1.44M | 0.48% | +12,625 | New |
| Sigma Planning Corp | 12,649 | $1.44M | 0.05% | −577−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 12,700 | $1.45M | 0.00% | −97,929−88.5% | Reduced |
| Exeter Financial, LLC | 12,730 | $1.45M | 0.66% | +1,675+15.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,783 | $1.46M | 0.07% | +530+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,836 | $1.46M | 0.02% | −14,447−53.0% | Reduced |
| YHB Investment Advisors, Inc. | 12,892 | $1.47M | 0.12% | −272−2.1% | Reduced |
| Clearstead Advisors, LLC | 13,008 | $1.48M | 0.02% | −806−5.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,113 | $1.49M | 0.03% | −154−1.2% | Reduced |
| Private Capital Management, LLC | 13,146 | $1.50M | 0.16% | +4,352+49.5% | Added |
| HRT Financial LP | 13,207 | $1.50M | 0.01% | −12,185−48.0% | Reduced |
| Marion Wealth Management | 13,255 | $1.51M | 0.40% | +353+2.7% | Added |
| Paragon Capital Management LLC | 13,267 | $1.51M | 0.81% | +359+2.8% | Added |
| Consolidated Planning Corp | 13,342 | $1.52M | 0.21% | +7,716+137.1% | Added |
| Harvest Portfolios Group Inc. | 13,460 | $1.53M | 0.05% | +1,313+10.8% | Added |
| Tweedy, Browne Co LLC | 13,471 | $1.53M | 0.10% | −16,757−55.4% | Reduced |
| Shelton Capital Management | 13,508 | $1.54M | 0.04% | +700+5.5% | Added |
| Federation des caisses Desjardins du Quebec | 13,543 | $1.54M | 0.01% | −2,232−14.1% | Reduced |
| First National Bank of Omaha | 13,560 | $1.54M | 0.10% | −1,206−8.2% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.58M | 0.07% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 13,847 | $1.58M | 1.51% | −343−2.4% | Reduced |
| Apollon Wealth Management, LLC | 13,866 | $1.58M | 0.04% | +2,697+24.1% | Added |
| IHT Wealth Management, LLC | 13,935 | $1.59M | 0.05% | −1,842−11.7% | Reduced |
| Savant Capital, LLC | 14,152 | $1.61M | 0.01% | +980+7.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 14,158 | $1.61M | 0.03% | +14,158 | New |
| Valeo Financial Advisors, LLC | 14,183 | $1.62M | 0.05% | −344−2.4% | Reduced |