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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 54,505 | $6.10M | 0.01% | −139,861−72.0% | Reduced |
| Leavell Investment Management, Inc. | 54,226 | $6.18M | 0.30% | −6,214−10.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 54,520 | $6.21M | 1.26% | −184−0.3% | Reduced |
| Commerce Bank | 55,342 | $6.31M | 0.04% | −211−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,458 | $6.32M | 0.02% | −8,347−13.1% | Reduced |
| Hamilton Capital Partners Inc. | 55,468 | $6.32M | 0.47% | +11,167+25.2% | Added |
| New York Life Investment Management LLC | 55,480 | $6.32M | 0.06% | −296−0.5% | Reduced |
| Pathstone Holdings, LLC | 55,655 | $6.35M | 0.03% | +1,793+3.3% | Added |
| Alley Investment Management Company, LLC | 55,976 | $6.38M | 0.81% | +3,083+5.8% | Added |
| Public Employees Retirement Association of Colorado | 56,856 | $6.48M | 0.03% | −917,707−94.2% | Reduced |
| Xponance, Inc. | 58,630 | $6.68M | 0.06% | −415−0.7% | Reduced |
| Advisors Capital Management, LLC | 59,431 | $6.77M | 0.11% | +2,019+3.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,922 | $6.83M | 0.07% | +59,922 | New |
| Federated Hermes, Inc. | 60,283 | $6.87M | 0.02% | −8,226−12.0% | Reduced |
| Yousif Capital Management, LLC | 60,946 | $6.94M | 0.08% | −883−1.4% | Reduced |
| IFM Investors Pty Ltd | 62,855 | $7.16M | 0.07% | −9,006−12.5% | Reduced |
| D.A. Davidson & Co. | 63,198 | $7.20M | 0.06% | +1,255+2.0% | Added |
| RPG Investment Advisory, LLC | 63,202 | $7.20M | 0.97% | −3,960−5.9% | Reduced |
| Advisors Asset Management, Inc. | 63,346 | $7.22M | 0.13% | −9,633−13.2% | Reduced |
| Cypress Capital Group | 64,535 | $7.35M | 0.90% | −765−1.2% | Reduced |
| AlTi Global, Inc. | 62,826 | $7.36M | 0.18% | +59,971+2,100.6% | Added |
| Foundation Resource Management Inc | 64,915 | $7.40M | 1.24% | −567−0.9% | Reduced |
| CIBC World Markets Corp | 65,428 | $7.45M | 0.04% | +8,271+14.5% | Added |
| Congress Wealth Management LLC | 65,443 | $7.46M | 0.10% | +3,092+5.0% | Added |
| Alaska Permanent Fund Corp | 65,636 | $7.48M | 0.11% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 66,323 | $7.56M | 0.06% | −1,158−1.7% | Reduced |
| Osborne Partners Capital Management, LLC | 66,518 | $7.58M | 0.44% | +1,026+1.6% | Added |
| Viking Fund Management LLC | 67,000 | $7.63M | 1.19% | +32,000+91.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 67,253 | $7.66M | 0.10% | −4,030−5.7% | Reduced |
| Visionary Wealth Advisors | 68,322 | $7.78M | 0.46% | +806+1.2% | Added |
| Utah Retirement Systems | 68,367 | $7.79M | 0.09% | −800−1.2% | Reduced |
| Daiwa Securities Group Inc. | 68,752 | $7.83M | 0.03% | +6,492+10.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 68,910 | $7.85M | 0.03% | −257−0.4% | Reduced |
| La Banque Postale Asset Management SA | 68,923 | $7.85M | 0.11% | +47,242+217.9% | Added |
| Venture Visionary Partners LLC | 70,196 | $8.00M | 0.34% | +2,314+3.4% | Added |
| Cerity Partners LLC | 68,582 | $8.08M | 0.02% | +2,752+4.2% | Added |
| Calamos Advisors LLC | 71,143 | $8.11M | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 71,437 | $8.14M | 0.01% | −10,562−12.9% | Reduced |
| Fort Point Capital Partners LLC | 71,640 | $8.16M | 0.91% | −53−0.1% | Reduced |
| Verition Fund Management LLC | 72,014 | $8.20M | 0.04% | +27,534+61.9% | Added |
| CIBC Asset Management Inc | 72,684 | $8.28M | 0.03% | +851+1.2% | Added |
| Spirit of America Management Corp | 74,936 | $8.54M | 1.73% | −7,850−9.5% | Reduced |
| Simmons Bank | 75,808 | $8.64M | 0.63% | +2,426+3.3% | Added |
| WSFS Capital Management, LLC | 77,714 | $8.85M | 0.48% | −1,280−1.6% | Reduced |
| AXA S.A. | 78,146 | $8.90M | 0.03% | +24,983+47.0% | Added |
| HITE Hedge Asset Management LLC | 78,194 | $8.91M | 0.65% | +78,194 | New |
| GWM Advisors LLC | 78,864 | $8.98M | 0.05% | −5,333−6.3% | Reduced |
| Marco Investment Management LLC | 78,982 | $9.00M | 0.78% | +1,060+1.4% | Added |
| Amalgamated Bank | 79,201 | $9.02M | 0.07% | −3,222−3.9% | Reduced |
| Kestra Advisory Services, LLC | 79,987 | $9.11M | 0.05% | −6,128−7.1% | Reduced |
| British Columbia Investment Management Corp | 80,151 | $9.13M | 0.05% | +9,393+13.3% | Added |
| Varma Mutual Pension Insurance Co | 80,400 | $9.16M | 0.07% | −27,700−25.6% | Reduced |
| Advisory Services Network, LLC | 82,245 | $9.37M | 0.17% | +5,883+7.7% | Added |
| Heritage Investors Management Corp | 82,381 | $9.39M | 0.30% | +682+0.8% | Added |
| Daymark Wealth Partners, LLC | 82,830 | $9.44M | 0.40% | +7,535+10.0% | Added |
| Cambria Investment Management, L.P. | 83,715 | $9.54M | 0.58% | +6,840+8.9% | Added |
| Aquatic Capital Management LLC | 84,393 | $9.61M | 0.26% | +15,693+22.8% | Added |
| ProShare Advisors LLC | 84,732 | $9.65M | 0.02% | +2,664+3.2% | Added |
| Skba Capital Management LLC | 84,735 | $9.65M | 1.53% | −3,650−4.1% | Reduced |
| Eldred Rock Partners, LLC | 86,011 | $9.73M | 3.34% | +293+0.3% | Added |
| Adell Harriman & Carpenter Inc | 86,146 | $9.81M | 0.68% | −9,810−10.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,814 | $10.0M | 0.06% | −3,304−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,085 | $10.0M | 0.03% | +2,477+2.9% | Added |
| Macquarie Group Ltd | 104,436 | $10.1M | 0.01% | −218,387−67.6% | Reduced |
| Mercer Global Advisors Inc | 88,491 | $10.1M | 0.02% | −25,863−22.6% | Reduced |
| Avantax Advisory Services, Inc. | 89,283 | $10.2M | 0.06% | −2,543−2.8% | Reduced |
| Retirement Systems of Alabama | 89,415 | $10.2M | 0.04% | −2,719−3.0% | Reduced |
| Czech National Bank | 89,493 | $10.2M | 0.09% | +4,227+5.0% | Added |
| Verity & Verity, LLC | 90,260 | $10.3M | 0.94% | +22,719+33.6% | Added |
| Cohen & Steers, Inc. | 91,663 | $10.4M | 0.02% | +26,318+40.3% | Added |
| STRS Ohio | 93,419 | $10.6M | 0.04% | −18,408−16.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,435 | $10.6M | 0.09% | +27,891+42.6% | Added |
| CCM Investment Advisers LLC | 93,781 | $10.7M | 1.18% | −11,369−10.8% | Reduced |
| State of Tennessee, Treasury Department | 93,846 | $10.7M | 0.04% | −48,193−33.9% | Reduced |
| Oppenheimer Asset Management Inc. | 94,211 | $10.7M | 0.13% | −206−0.2% | Reduced |
| Mattern Capital Management, LLC | 94,376 | $10.8M | 1.40% | +5,510+6.2% | Added |
| Corebridge Financial, Inc. | 94,917 | $10.8M | 0.06% | −5,893−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 96,050 | $10.9M | 0.19% | +6,707+7.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,351 | $11.2M | 0.04% | +1,993+2.1% | Added |
| TCG Advisory Services, LLC | 103,407 | $11.8M | 0.50% | −7,283−6.6% | Reduced |
| Bollard Group LLC | 103,472 | $11.8M | 0.33% | −721−0.7% | Reduced |
| Richard C. Young & CO., LTD. | 103,717 | $11.8M | 1.29% | −5,665−5.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 104,590 | $11.9M | 2.24% | −1,503−1.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 105,660 | $12.0M | 1.23% | +1,025+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 105,904 | $12.1M | 0.11% | −19,264−15.4% | Reduced |
| Ensign Peak Advisors, Inc | 106,180 | $12.1M | 0.02% | −17,194−13.9% | Reduced |
| Associated Banc-Corp | 106,424 | $12.1M | 0.37% | −3,552−3.2% | Reduced |
| Public Sector Pension Investment Board | 107,123 | $12.2M | 0.05% | +33,835+46.2% | Added |
| Advisor Group Holdings, Inc. | 114,657 | $12.3M | 0.03% | +3,573+3.2% | Added |
| MetLife Investment Management | 109,304 | $12.5M | 0.07% | +472+0.4% | Added |
| Sanctuary Advisors, LLC | 103,484 | $12.5M | 0.08% | −158−0.2% | Reduced |
| Marshall Wace, LLP | 110,553 | $12.6M | 0.02% | −94,355−46.0% | Reduced |
| State of Michigan Retirement System | 112,112 | $12.8M | 0.07% | −1,900−1.7% | Reduced |
| GF Fund Management Co. Ltd. | 113,722 | $13.0M | 0.28% | +113,722 | New |
| Manning & Napier Advisors LLC | 115,135 | $13.1M | 0.15% | −4,103−3.4% | Reduced |
| USS Investment Management Ltd | 115,794 | $13.2M | 0.10% | +77,194+200.0% | Added |
| Walleye Capital LLC | 115,931 | $13.2M | 0.13% | +67,990+141.8% | Added |
| SEI Investments Co | 117,156 | $13.3M | 0.02% | −7,434−6.0% | Reduced |
| Qube Research & Technologies Ltd | 118,070 | $13.5M | 0.02% | −466,545−79.8% | Reduced |
| Arizona State Retirement System | 119,927 | $13.7M | 0.08% | −1,662−1.4% | Reduced |