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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 33,523 | $3.82M | 0.88% | +395+1.2% | Added |
| Opus Investment Management Inc | 33,800 | $3.85M | 2.84% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 33,802 | $3.85M | 0.08% | +12,147+56.1% | Added |
| Unigestion Holding SA | 34,231 | $3.90M | 0.22% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34,303 | $3.91M | 0.00% | +9,959+40.9% | Added |
| Weiss Asset Management LP | 34,364 | $3.92M | 0.09% | −224,610−86.7% | Reduced |
| Altrius Capital Management Inc | 34,446 | $3.92M | 1.05% | +1,881+5.8% | Added |
| Quadrature Capital Ltd | 34,486 | $3.93M | 0.08% | −50,831−59.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 34,540 | $3.94M | 0.02% | −2,660−7.2% | Reduced |
| United Capital Financial Advisers, LLC | 34,770 | $3.96M | 0.03% | −1,313−3.6% | Reduced |
| Beacon Financial Group | 34,779 | $3.96M | 0.43% | −2,758−7.3% | Reduced |
| Bryn Mawr Trust Co | 34,915 | $3.98M | 0.07% | +1,057+3.1% | Added |
| Pinkerton Retirement Specialists, LLC | 34,956 | $3.98M | 0.58% | +2,601+8.0% | Added |
| KBC Group NV | 35,202 | $4.01M | 0.01% | −16,298−31.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,248 | $4.02M | 0.00% | −6,058−14.7% | Reduced |
| Vontobel Holding Ltd. | 35,377 | $4.03M | 0.01% | +3,953+12.6% | Added |
| Oregon Public Employees Retirement Fund | 35,429 | $4.04M | 0.07% | −350−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 35,656 | $4.06M | 0.03% | +18,853+112.2% | Added |
| Quotient Wealth Partners, LLC | 35,674 | $4.06M | 0.13% | −1,690−4.5% | Reduced |
| Invesco, LLC | 35,906 | $4.09M | 1.63% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 36,269 | $4.12M | 0.04% | −541−1.5% | Reduced |
| Ancora Advisors, LLC | 36,388 | $4.15M | 0.09% | −1,137−3.0% | Reduced |
| Bokf, NA | 36,565 | $4.17M | 0.07% | +63+0.2% | Added |
| Brady Family Wealth, LLC | 36,628 | $4.17M | 1.28% | −419−1.1% | Reduced |
| Private Advisor Group, LLC | 36,890 | $4.20M | 0.02% | +1,975+5.7% | Added |
| Umb Bank N A | 36,935 | $4.21M | 0.07% | −2,496−6.3% | Reduced |
| Bremer Bank National Association | 36,965 | $4.21M | 0.83% | +12,326+50.0% | Added |
| First Manhattan Co | 26,459 | $4.25M | 0.01% | +10,926+70.3% | Added |
| HM Payson & Co | 37,326 | $4.25M | 0.07% | −228−0.6% | Reduced |
| Level Four Advisory Services, LLC | 37,458 | $4.27M | 0.17% | +827+2.3% | Added |
| Parsons Capital Management Inc | 37,511 | $4.27M | 0.23% | +9,412+33.5% | Added |
| Shorepoint Capital Partners LLC | 37,657 | $4.29M | 0.98% | +627+1.7% | Added |
| Heritage Trust Co | 37,700 | $4.30M | 0.51% | +37,700 | New |
| Colonial Trust Co | 37,932 | $4.32M | 0.64% | +345+0.9% | Added |
| Farmers & Merchants Investments Inc | 37,994 | $4.33M | 0.14% | −1,171−3.0% | Reduced |
| Cary Street Partners Financial LLC | 38,034 | $4.33M | 0.14% | +38,034 | New |
| Virtu Financial LLC | 38,140 | $4.34M | 0.23% | +38,140 | New |
| Rothschild Investment LLC | 38,152 | $4.35M | 0.28% | +34+0.1% | Added |
| Elo Mutual Pension Insurance Co | 38,199 | $4.35M | 0.09% | −2,098−5.2% | Reduced |
| Cozad Asset Management Inc | 38,320 | $4.37M | 0.41% | +1,037+2.8% | Added |
| Eisler Capital Management Ltd. | 38,169 | $4.37M | 0.15% | +38,169 | New |
| Meyer Handelman Co | 38,609 | $4.40M | 0.15% | −863−2.2% | Reduced |
| Quantinno Capital Management LP | 38,665 | $4.41M | 0.04% | +12,567+48.2% | Added |
| Huntington National Bank | 38,687 | $4.41M | 0.03% | −243−0.6% | Reduced |
| Cercano Management LLC | 38,959 | $4.44M | 0.11% | +38,959 | New |
| JustInvest LLC | 39,032 | $4.45M | 0.07% | +1,552+4.1% | Added |
| Trajan Wealth LLC | 39,120 | $4.46M | 0.25% | +3,903+11.1% | Added |
| Mizuho Securities USA LLC | 39,142 | $4.46M | 0.08% | +12,000+44.2% | Added |
| Intech Investment Management LLC | 39,322 | $4.48M | 0.04% | −137,938−77.8% | Reduced |
| Berger Financial Group, Inc | 39,916 | $4.55M | 0.31% | +893+2.3% | Added |
| Coldstream Capital Management Inc | 40,235 | $4.58M | 0.10% | +1,349+3.5% | Added |
| Montgomery Investment Management Inc | 40,485 | $4.61M | 1.82% | −50−0.1% | Reduced |
| Nkcfo LLC | 40,500 | $4.61M | 2.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 40,727 | $4.64M | 0.34% | −3,585−8.1% | Reduced |
| Kingsview Wealth Management, LLC | 40,795 | $4.65M | 0.09% | +281+0.7% | Added |
| Salem Investment Counselors Inc | 41,264 | $4.70M | 0.15% | −8,648−17.3% | Reduced |
| Kesler, Norman & Wride, LLC | 41,468 | $4.72M | 1.02% | −1,139−2.7% | Reduced |
| QRG Capital Management, Inc. | 41,657 | $4.75M | 0.05% | −22,453−35.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 41,684 | $4.75M | 0.01% | −3,147−7.0% | Reduced |
| CCM Investment Group, LLC | 42,430 | $4.75M | 0.52% | +42,430 | New |
| Atlantic Union Bankshares Corp | 42,013 | $4.79M | 0.28% | −1,231−2.8% | Reduced |
| King Luther Capital Management Corp | 42,095 | $4.80M | 0.02% | +755+1.8% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $4.80M | 1.43% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 42,705 | $4.80M | 0.02% | +8,517+24.9% | Added |
| Mackenzie Financial Corp | 42,439 | $4.84M | 0.01% | +5,233+14.1% | Added |
| Colonial Trust Advisors | 42,482 | $4.84M | 0.43% | −1,309−3.0% | Reduced |
| Squarepoint Ops LLC | 43,178 | $4.92M | 0.01% | −180,473−80.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 43,315 | $4.93M | 5.03% | +43,315 | New |
| Stablepoint Partners, LLC | 43,739 | $4.98M | 0.91% | +720+1.7% | Added |
| Sienna Gestion | 43,869 | $5.00M | 0.34% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 45,369 | $5.17M | 0.02% | −6,588−12.7% | Reduced |
| Buckingham Capital Management, Inc. | 45,684 | $5.20M | 0.60% | −926−2.0% | Reduced |
| MAI Capital Management | 46,125 | $5.25M | 0.04% | +25,641+125.2% | Added |
| Stolper Co | 46,284 | $5.27M | 1.76% | +695+1.5% | Added |
| Lido Advisors, LLC | 46,741 | $5.33M | 0.03% | +1,507+3.3% | Added |
| Oppenheimer & Co Inc | 46,953 | $5.35M | 0.08% | +4,515+10.6% | Added |
| State of Alaska, Department of Revenue | 47,086 | $5.36M | 0.06% | −14,997−24.2% | Reduced |
| Beacon Pointe Advisors, LLC | 47,201 | $5.38M | 0.06% | −796−1.7% | Reduced |
| Mirador Capital Partners LP | 47,215 | $5.38M | 0.98% | −334−0.7% | Reduced |
| Thrivent Financial for Lutherans | 46,899 | $5.42M | 0.01% | −17,537−27.2% | Reduced |
| Park Avenue Securities LLC | 47,774 | $5.44M | 0.06% | +3,905+8.9% | Added |
| Scissortail Wealth Management, LLC | 48,289 | $5.50M | 1.41% | +48,269+241,345.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,297 | $5.50M | 0.06% | +3,915+8.8% | Added |
| Wesbanco Bank Inc | 48,849 | $5.57M | 0.19% | +190.0% | Added |
| Arkadios Wealth Advisors | 48,900 | $5.57M | 0.30% | +6,071+14.2% | Added |
| NewSquare Capital LLC | 50,037 | $5.63M | 0.45% | +214+0.4% | Added |
| Rodgers Brothers Inc. | 49,413 | $5.63M | 0.73% | +1,400+2.9% | Added |
| Mutual of America Capital Management LLC | 49,469 | $5.64M | 0.06% | −2,067−4.0% | Reduced |
| RBF Capital, LLC | 50,000 | $5.70M | 0.30% | 00.0% | Unchanged |
| Dakota Wealth Management | 50,486 | $5.75M | 0.13% | −2,302−4.4% | Reduced |
| Two Sigma Advisers, LP | 50,700 | $5.78M | 0.01% | +50,700 | New |
| Nissay Asset Management Corp | 51,320 | $5.78M | 0.04% | −1,283−2.4% | Reduced |
| Royal Fund Management, LLC | 50,381 | $5.79M | 0.63% | −57,139−53.1% | Reduced |
| Texas Yale Capital Corp. | 51,023 | $5.81M | 0.23% | +210+0.4% | Added |
| Telos Capital Management, Inc. | 51,111 | $5.82M | 0.62% | +855+1.7% | Added |
| Disciplined Investments, LLC | 51,474 | $5.86M | 2.89% | −297−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 51,617 | $5.88M | 0.08% | −35,072−40.5% | Reduced |
| Kornitzer Capital Management Inc | 51,676 | $5.89M | 0.12% | −540−1.0% | Reduced |
| Brick & Kyle, Associates | 52,683 | $6.00M | 2.55% | −289−0.5% | Reduced |
| Navellier & Associates Inc | 52,830 | $6.02M | 0.72% | +5,071+10.6% | Added |