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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,638−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −15,028−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −14,903−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −14,001−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −13,525−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −12,297−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,521−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −9,604−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −7,359−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,817−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −6,683−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,226−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,213−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −5,888−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −5,651−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −4,974−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,852−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Cambridge Financial Group, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Horizon Advisory Services, Inc. | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Sentry LLC | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Madison Park Capital Advisors, LLC | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Legacy Financial Group, Inc. | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Asset Advisors Investment Management, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Heritage Oak Wealth Advisors LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Ami Investment Management Inc | 0 | $0 | 0.00% | −1,729−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| IVC Wealth Advisors LLC | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Crestmont Private Wealth LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Wealthspan Partners, LLC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Cullen Investment Group, Ltd. | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |