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
- 1,781
- +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
- 643 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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 14,233 | $1.62M | 0.17% | +3,087+27.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,231 | $1.64M | 0.28% | +8,838+71.3% | Added |
| Redwood Investment Management, LLC | 14,485 | $1.65M | 0.16% | +4,251+41.5% | Added |
| Curbstone Financial Management Corp | 14,504 | $1.65M | 0.35% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 14,557 | $1.66M | 0.05% | −145−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,634 | $1.67M | 0.05% | +855+6.2% | Added |
| Aster Capital Management (DIFC) Ltd | 14,651 | $1.67M | 0.64% | +14,651 | New |
| Harbour Investment Management LLC | 14,671 | $1.67M | 0.73% | +79+0.5% | Added |
| Western Wealth Management, LLC | 14,692 | $1.67M | 0.09% | +312+2.2% | Added |
| Crescent Sterling, Ltd. | 14,772 | $1.68M | 1.73% | −162−1.1% | Reduced |
| Capital Advisors Inc | 14,878 | $1.70M | 0.03% | +645+4.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,964 | $1.70M | 0.06% | −109−0.7% | Reduced |
| Stephens Inc | 14,987 | $1.71M | 0.02% | −234−1.5% | Reduced |
| Haverford Trust Co | 15,014 | $1.71M | 0.02% | −144−0.9% | Reduced |
| William B. Walkup & Associates, Inc. | 15,034 | $1.71M | 1.08% | 00.0% | Unchanged |
| Empirical Finance, LLC | 15,125 | $1.72M | 0.10% | −4,111−21.4% | Reduced |
| Koshinski Asset Management, Inc. | 15,197 | $1.73M | 0.15% | +19+0.1% | Added |
| NewEdge Wealth, LLC | 15,199 | $1.73M | 0.03% | +81+0.5% | Added |
| Independent Solutions Wealth Management, LLC | 15,200 | $1.73M | 0.38% | −162−1.1% | Reduced |
| Hendley & Co Inc | 15,270 | $1.74M | 0.61% | 00.0% | Unchanged |
| PFG Investments, LLC | 15,304 | $1.74M | 0.11% | +763+5.2% | Added |
| Promethium Advisors,llc | 15,611 | $1.78M | 1.22% | +66+0.4% | Added |
| Great Valley Advisor Group, Inc. | 15,695 | $1.79M | 0.04% | +196+1.3% | Added |
| Quantessence Capital LLC | 15,843 | $1.80M | 0.74% | +15,843 | New |
| Allworth Financial LP | 15,262 | $1.81M | 0.01% | +2,484+19.4% | Added |
| TBH Global Asset Management, LLC | 16,184 | $1.84M | 0.44% | −80.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,256 | $1.85M | 0.04% | −52−0.3% | Reduced |
| Fernwood Investment Management, LLC | 16,487 | $1.88M | 0.65% | −400−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 16,528 | $1.88M | 0.14% | −24−0.1% | Reduced |
| Wedbush Securities Inc | 16,549 | $1.89M | 0.07% | −2,367−12.5% | Reduced |
| Wilkins Investment Counsel Inc | 16,549 | $1.89M | 0.27% | +371+2.3% | Added |
| Terry L. Blaker | 16,580 | $1.89M | 0.07% | +784+5.0% | Added |
| Everett Harris & Co | 16,642 | $1.90M | 0.02% | +464+2.9% | Added |
| Keystone Wealth Services, LLC | 16,683 | $1.90M | 0.50% | −600−3.5% | Reduced |
| Huntleigh Advisors, Inc. | 16,708 | $1.90M | 0.41% | +16,708 | New |
| Northside Capital Management, LLC | 16,725 | $1.91M | 0.51% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16,739 | $1.91M | 0.04% | +484+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,827 | $1.92M | 0.11% | +5,752+51.9% | Added |
| Carret Asset Management, LLC | 16,836 | $1.92M | 0.21% | −20.0% | Reduced |
| Vinva Investment Management Ltd | 17,242 | $1.93M | 0.08% | +11,897+222.6% | Added |
| Auxier Asset Management | 17,017 | $1.94M | 0.30% | −453−2.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $1.95M | 0.20% | +17,120 | New |
| Moser Wealth Advisors, LLC | 17,220 | $1.96M | 1.02% | −192−1.1% | Reduced |
| Hancock Whitney Corp | 17,271 | $1.97M | 0.06% | +600+3.6% | Added |
| Cobblestone Capital Advisors LLC | 17,325 | $1.97M | 0.11% | −223−1.3% | Reduced |
| Profund Advisors LLC | 17,347 | $1.98M | 0.07% | −4,038−18.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,452 | $1.99M | 0.07% | 00.0% | Unchanged |
| XML Financial, LLC | 17,503 | $1.99M | 0.18% | −336−1.9% | Reduced |
| HBK Sorce Advisory LLC | 17,574 | $2.00M | 0.06% | +143+0.8% | Added |
| Tiaa Trust, National Association | 17,605 | $2.01M | 0.01% | −22−0.1% | Reduced |
| Vestcor Inc | 17,690 | $2.02M | 0.07% | +1,273+7.8% | Added |
| Mutual Advisors, LLC | 16,852 | $2.02M | 0.06% | +2,301+15.8% | Added |
| Convergence Investment Partners, LLC | 17,756 | $2.02M | 0.45% | −55−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,767 | $2.02M | 0.03% | −555−3.0% | Reduced |
| F/M Investments LLC | 17,788 | $2.03M | 0.07% | +3,646+25.8% | Added |
| National Asset Management, Inc. | 17,968 | $2.05M | 0.07% | −2,337−11.5% | Reduced |
| Snowden Capital Advisors LLC | 17,980 | $2.05M | 0.06% | −661−3.5% | Reduced |
| Burney Co | 18,009 | $2.05M | 0.07% | −13,003−41.9% | Reduced |
| KMG Fiduciary Partners, LLC | 18,017 | $2.05M | 0.17% | +2,960+19.7% | Added |
| Avantax Planning Partners, Inc. | 18,149 | $2.07M | 0.07% | −191−1.0% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.07M | 0.94% | +18,150 | New |
| Omers Administration Corp | 18,282 | $2.08M | 0.02% | +2,993+19.6% | Added |
| Wisconsin Capital Management LLC | 18,330 | $2.09M | 1.15% | −2,545−12.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,414 | $2.10M | 0.06% | −95−0.5% | Reduced |
| Regions Financial Corp | 18,540 | $2.11M | 0.02% | −1,621−8.0% | Reduced |
| Synovus Financial Corp | 18,712 | $2.13M | 0.03% | −7,842−29.5% | Reduced |
| PFW Advisors LLC | 18,895 | $2.15M | 0.66% | +18,895 | New |
| City Holding Co | 19,065 | $2.17M | 0.31% | +60.0% | Added |
| Crossmark Global Holdings, Inc. | 19,075 | $2.17M | 0.04% | −1,796−8.6% | Reduced |
| Brinker Capital Investments, LLC | 19,117 | $2.18M | 0.02% | +575+3.1% | Added |
| Orion Portfolio Solutions, LLC | 19,117 | $2.18M | 0.02% | +575+3.1% | Added |
| Atria Investments LLC | 19,253 | $2.19M | 0.03% | −6,232−24.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,288 | $2.20M | 0.03% | +457+2.4% | Added |
| Stock Yards Bank & Trust Co | 19,410 | $2.21M | 0.08% | −3,358−14.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,436 | $2.21M | 1.03% | +1,029+5.6% | Added |
| Stratos Wealth Partners, LTD. | 19,553 | $2.23M | 0.03% | −816−4.0% | Reduced |
| Summit Financial, LLC | 19,741 | $2.25M | 0.08% | −122−0.6% | Reduced |
| Hartford Financial Management Inc. | 19,796 | $2.26M | 0.46% | −107−0.5% | Reduced |
| Somerset Trust Co | 19,802 | $2.26M | 0.85% | +612+3.2% | Added |
| Intrust Bank NA | 19,860 | $2.26M | 0.23% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,883 | $2.27M | 0.73% | −86−0.4% | Reduced |
| Patten & Patten Inc | 19,923 | $2.27M | 0.15% | −218−1.1% | Reduced |
| New Mexico Educational Retirement Board | 19,928 | $2.27M | 0.08% | −800−3.9% | Reduced |
| Argyle Capital Management Inc. | 19,937 | $2.27M | 0.89% | +1,151+6.1% | Added |
| Mattern Wealth Management LLC | 19,988 | $2.28M | 0.50% | −919−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 20,018 | $2.28M | 0.05% | +11,855+145.2% | Added |
| Cresset Asset Management, LLC | 20,022 | $2.28M | 0.01% | −28,260−58.5% | Reduced |
| International Assets Investment Management, LLC | 20,017 | $2.29M | 0.19% | +20,017 | New |
| Community Bank, N.A. | 20,157 | $2.30M | 0.29% | +3,180+18.7% | Added |
| GTS Securities LLC | 20,434 | $2.33M | 0.11% | +14,856+266.3% | Added |
| Cheviot Value Management, LLC | 20,551 | $2.34M | 0.45% | +387+1.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,554 | $2.34M | 0.16% | +1,645+8.7% | Added |
| Brookstone Capital Management | 20,564 | $2.34M | 0.03% | −1,563−7.1% | Reduced |
| Becker Capital Management Inc | 20,610 | $2.35M | 0.08% | −73−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 20,668 | $2.35M | 0.02% | +50+0.2% | Added |
| Concurrent Investment Advisors, LLC | 20,679 | $2.36M | 0.06% | +105+0.5% | Added |
| DCM Advisors, LLC | 20,724 | $2.36M | 1.11% | +979+5.0% | Added |
| First Nebraska Trust Co | 20,748 | $2.36M | 0.23% | +356+1.7% | Added |
| Northwest & Ethical Investments L.P. | 20,952 | $2.39M | 0.06% | +6,167+41.7% | Added |
| Procyon Private Wealth Partners, LLC | 21,057 | $2.40M | 0.15% | +4,419+26.6% | Added |