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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 21,241 | $2.42M | 0.20% | +1,557+7.9% | Added |
| J. Safra Sarasin Holding AG | 21,279 | $2.42M | 0.04% | +21,279 | New |
| SWS Partners | 21,347 | $2.43M | 0.74% | +2,685+14.4% | Added |
| Carnegie Capital Asset Management, LLC | 21,374 | $2.44M | 0.07% | −1,414−6.2% | Reduced |
| FourThought Financial Partners, LLC | 21,382 | $2.44M | 0.25% | −27,365−56.1% | Reduced |
| Groupama Asset Managment | 21,800 | $2.44M | 0.05% | +11,360+108.8% | Added |
| Wolverine Trading, LLC | 21,818 | $2.44M | 0.05% | −18,656−46.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,537 | $2.45M | 0.09% | +411+1.9% | Added |
| Americana Partners, LLC | 21,662 | $2.47M | 0.10% | −760−3.4% | Reduced |
| Mediolanum International Funds Ltd | 22,191 | $2.48M | 0.03% | +7,041+46.5% | Added |
| Trexquant Investment LP | 21,858 | $2.49M | 0.03% | −58,928−72.9% | Reduced |
| Financial Counselors Inc | 22,029 | $2.51M | 0.04% | −51−0.2% | Reduced |
| Maryland State Retirement & Pension System | 22,043 | $2.51M | 0.05% | −2,221−9.2% | Reduced |
| River Wealth Advisors LLC | 22,157 | $2.52M | 0.33% | −1,791−7.5% | Reduced |
| Securian Asset Management, Inc | 22,195 | $2.53M | 0.07% | −954−4.1% | Reduced |
| Louisiana State Employees Retirement System | 22,200 | $2.53M | 0.05% | −1,400−5.9% | Reduced |
| Commerzbank Aktiengesellschaft | 22,744 | $2.55M | 0.06% | −1,556−6.4% | Reduced |
| Rockline Wealth Management, LLC | 22,464 | $2.56M | 0.68% | +1,234+5.8% | Added |
| HB Wealth Management, LLC | 22,539 | $2.57M | 0.03% | +2,768+14.0% | Added |
| CIBC World Markets Inc. | 22,686 | $2.58M | 0.01% | −9,953−30.5% | Reduced |
| Sendero Wealth Management, LLC | 22,746 | $2.59M | 0.39% | −17,755−43.8% | Reduced |
| Norinchukin Bank, The | 22,812 | $2.60M | 0.05% | +3,428+17.7% | Added |
| Toroso Investments, LLC | 22,916 | $2.61M | 0.02% | +1,393+6.5% | Added |
| Ferguson Wellman Capital Management, Inc | 22,977 | $2.62M | 0.05% | −313−1.3% | Reduced |
| Richard Bernstein Advisors LLC | 23,493 | $2.68M | 0.06% | 00.0% | Unchanged |
| M&G Plc | 23,616 | $2.69M | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,700 | $2.70M | 0.04% | +302+1.3% | Added |
| RSM US Wealth Management LLC | 24,075 | $2.71M | 0.04% | +6,497+37.0% | Added |
| Davenport & Co LLC | 23,793 | $2.71M | 0.02% | +249+1.1% | Added |
| WCM Investment Management, LLC | 24,233 | $2.71M | 0.01% | +14,343+145.0% | Added |
| Ameritas Investment Partners, Inc. | 23,899 | $2.72M | 0.09% | −322−1.3% | Reduced |
| Fundamentun, LLC | 23,921 | $2.73M | 0.16% | −1,604−6.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 23,971 | $2.73M | 0.84% | +120+0.5% | Added |
| Ieq Capital, LLC | 23,999 | $2.73M | 0.03% | +9,124+61.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,231 | $2.76M | 0.56% | +6,442+36.2% | Added |
| Herold Advisors, Inc. | 24,521 | $2.79M | 0.61% | −1,014−4.0% | Reduced |
| Exencial Wealth Advisors, LLC | 24,655 | $2.81M | 0.10% | −41−0.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 24,791 | $2.82M | 0.19% | +3,533+16.6% | Added |
| Woodline Partners LP | 24,802 | $2.83M | 0.02% | +24,802 | New |
| Metis Global Partners, LLC | 25,151 | $2.87M | 0.09% | +1,848+7.9% | Added |
| Fifth Third Bancorp | 25,239 | $2.88M | 0.01% | −7,331−22.5% | Reduced |
| Equitable Trust Co | 25,329 | $2.89M | 0.16% | +492+2.0% | Added |
| Hartford Investment Management Co | 25,476 | $2.90M | 0.10% | −855−3.2% | Reduced |
| Aptus Capital Advisors, LLC | 25,729 | $2.93M | 0.03% | +18,142+239.1% | Added |
| Cardinal Capital Management | 25,810 | $2.94M | 0.46% | +372+1.5% | Added |
| Atria Wealth Solutions, Inc. | 25,849 | $2.95M | 0.03% | −950−3.5% | Reduced |
| NEOS Investment Management LLC | 26,087 | $2.97M | 0.07% | +6,221+31.3% | Added |
| Sonora Investment Management Group, LLC | 26,196 | $2.98M | 0.23% | +4,844+22.7% | Added |
| Principle Wealth Partners LLC | 26,204 | $2.99M | 0.21% | +57+0.2% | Added |
| TD Private Client Wealth LLC | 26,211 | $2.99M | 0.08% | −1,196−4.4% | Reduced |
| Capstone Investment Advisors, LLC | 26,385 | $3.01M | 0.03% | +14,061+114.1% | Added |
| Natixis | 26,417 | $3.01M | 0.02% | −179,761−87.2% | Reduced |
| TownSquare Capital, LLC | 26,474 | $3.02M | 0.03% | +2,349+9.7% | Added |
| Voleon Capital Management LP | 26,475 | $3.02M | 0.22% | +26,475 | New |
| Tocqueville Asset Management L.P. | 26,617 | $3.03M | 0.05% | −111−0.4% | Reduced |
| Everence Capital Management Inc | 26,620 | $3.03M | 0.20% | +26,620 | New |
| Hilltop Holdings Inc. | 26,655 | $3.04M | 0.19% | +374+1.4% | Added |
| Sciencast Management LP | 26,721 | $3.04M | 0.83% | +26,721 | New |
| Citizens National Bank Trust Department | 27,234 | $3.10M | 0.66% | −350−1.3% | Reduced |
| Generali Asset Management SPA SGR | 27,610 | $3.15M | 0.08% | +27,610 | New |
| Independent Advisor Alliance | 27,740 | $3.16M | 0.04% | +2,755+11.0% | Added |
| Riverview Capital Advisers, LLC | 27,875 | $3.18M | 0.96% | −100−0.4% | Reduced |
| Central Trust Co | 28,084 | $3.20M | 0.08% | −10.0% | Reduced |
| Acadian Asset Management LLC | 28,239 | $3.22M | 0.01% | +18,873+201.5% | Added |
| German American Bancorp, Inc. | 28,254 | $3.22M | 0.34% | −30.0% | Reduced |
| Strategic Planning Group, LLC | 28,574 | $3.26M | 0.60% | +1,857+7.0% | Added |
| Resources Investment Advisors, LLC. | 28,752 | $3.28M | 0.04% | −2,074−6.7% | Reduced |
| Kentucky Retirement Systems | 28,764 | $3.28M | 0.10% | −396−1.4% | Reduced |
| Baxter Bros Inc | 29,150 | $3.32M | 0.43% | −637−2.1% | Reduced |
| Ellerson Group Inc | 29,421 | $3.35M | 2.45% | +922+3.2% | Added |
| Sequoia Financial Advisors, LLC | 29,532 | $3.36M | 0.03% | +1,236+4.4% | Added |
| Bessemer Group Inc | 29,603 | $3.37M | 0.01% | −957−3.1% | Reduced |
| Prospera Financial Services Inc | 29,959 | $3.42M | 0.08% | +919+3.2% | Added |
| Johnson Investment Counsel Inc | 29,985 | $3.42M | 0.03% | −74−0.2% | Reduced |
| Two Sigma Investments, LP | 30,044 | $3.42M | 0.01% | +30,044 | New |
| Candriam Luxembourg S.C.A. | 30,062 | $3.42M | 0.02% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 30,109 | $3.43M | 1.86% | −630−2.0% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 30,229 | $3.44M | 2.13% | +30,229 | New |
| Virginia Wealth Management Group, Inc. | 30,313 | $3.45M | 2.14% | +246+0.8% | Added |
| First American Bank | 30,354 | $3.46M | 0.24% | −2,667−8.1% | Reduced |
| Aigen Investment Management, LP | 30,454 | $3.47M | 0.61% | −9,269−23.3% | Reduced |
| DT Investment Partners, LLC | 30,774 | $3.51M | 0.30% | −30,130−49.5% | Reduced |
| CWM, LLC | 30,849 | $3.52M | 0.01% | +2,231+7.8% | Added |
| SevenBridge Financial Group, LLC | 27,208 | $3.52M | 0.67% | +2,851+11.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,240 | $3.56M | 0.10% | −1,401−4.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,308 | $3.57M | 0.97% | −349−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,890 | $3.63M | 0.14% | +945+3.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 32,177 | $3.67M | 0.53% | +32,177 | New |
| McDonald Partners LLC | 32,486 | $3.70M | 0.95% | +866+2.7% | Added |
| Canal Insurance CO | 32,500 | $3.70M | 0.96% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 32,535 | $3.71M | 0.17% | +3,341+11.4% | Added |
| Northeast Financial Consultants Inc | 32,720 | $3.73M | 0.16% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 32,747 | $3.73M | 0.03% | +6,662+25.5% | Added |
| Benjamin Edwards Inc | 32,839 | $3.74M | 0.05% | +2,767+9.2% | Added |
| Alpha Omega Wealth Management LLC | 32,938 | $3.75M | 0.71% | +664+2.1% | Added |
| TD Waterhouse Canada Inc. | 33,022 | $3.76M | 0.03% | +275+0.8% | Added |
| Pinnacle Associates Ltd | 33,143 | $3.78M | 0.05% | −1,818−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 33,192 | $3.78M | 0.10% | −387−1.2% | Reduced |
| Chatham Capital Group, Inc. | 33,480 | $3.81M | 0.63% | −500−1.5% | Reduced |
| Clearbridge Investments, LLC | 33,517 | $3.82M | 0.00% | +534+1.6% | Added |