Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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: 1,782; +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; 644 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.

Institutional holdersQ4 2024: 1,782 institutions

Value heldQ4 2024: $34.9B

Institutions holding PSX and their total value by quarter
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.

Institutions holding PSX in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Roxbury Financial LLC	103	$13.9K	0.01%	+103	New
Householder Group Estate & Retirement Specialist, LLC	125	$14.0K	0.01%	−661−84.1%	Reduced
Albion Financial Group	127	$14.5K	0.00%	+127	New
MeadowBrook Investment Advisors LLC	137	$15.6K	0.01%	00.0%	Unchanged
Clear Investment Research, LLC	139	$15.9K	0.02%	00.0%	Unchanged
Fairscale Capital, LLC	144	$16.4K	0.01%	+1+0.7%	Added
BOK Financial Private Wealth, Inc.	144	$16.4K	0.00%	−49−25.4%	Reduced
Wolff Wiese Magana LLC	144	$16.4K	0.01%	−15−9.4%	Reduced
Blue Bell Private Wealth Management, LLC	145	$16.5K	0.00%	00.0%	Unchanged
Burkett Financial Services, LLC	147	$16.7K	0.01%	+1+0.7%	Added
Lummis Asset Management, LP	150	$17.1K	0.02%	00.0%	Unchanged
Cape Investment Advisory, Inc.	151	$17.2K	0.01%	+151	New
GKV Capital Management Co., Inc.	156	$17.8K	0.01%	+156	New
Parkworth Wealth Management, Inc.	157	$17.9K	0.01%	+157	New
Atticus Wealth Management, LLC	160	$18.2K	0.01%	00.0%	Unchanged
Legacy Bridge, LLC	161	$18.3K	0.01%	00.0%	Unchanged
Northwest Bank & Trust Co	138	$18.5K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	167	$19.0K	0.00%	+1+0.6%	Added
Mainstream Capital Management LLC	168	$19.1K	0.01%	+168	New
Lagoda Investment Management, L.P.	170	$19.4K	0.01%	00.0%	Unchanged
Byrne Asset Management LLC	173	$19.7K	0.01%	00.0%	Unchanged
Parvin Asset Management, LLC	173	$19.7K	0.02%	+173	New
Hallmark Capital Management Inc	175	$19.9K	0.00%	00.0%	Unchanged
Lavaca Capital LLC	184	$20.9K	0.01%	+184	New
First PREMIER Bank	184	$21.0K	0.01%	00.0%	Unchanged
Coppell Advisory Solutions LLC	188	$21.1K	0.00%	−459−70.9%	Reduced
Silvant Capital Management LLC	186	$21.2K	0.00%	00.0%	Unchanged
Fedenia Advisers LLC	186	$21.2K	0.01%	+186	New
Salomon & Ludwin, LLC	189	$21.5K	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	189	$21.5K	0.01%	+39+26.0%	Added
Ruedi Wealth Management, Inc.	190	$21.6K	0.01%	00.0%	Unchanged
Navigoe, LLC	200	$22.0K	0.02%	+200	New
FSC Wealth Advisors, LLC	199	$22.7K	0.01%	00.0%	Unchanged
Hoey Investments, Inc	200	$22.8K	0.00%	00.0%	Unchanged
First United Bank Trust	200	$22.8K	0.01%	00.0%	Unchanged
FWL Investment Management, LLC	200	$22.8K	0.01%	00.0%	Unchanged
GoalVest Advisory LLC	200	$22.8K	0.01%	00.0%	Unchanged
Robinswood Financial LLC	200	$22.8K	0.01%	00.0%	Unchanged
Fourth Dimension Wealth, LLC	200	$22.8K	0.01%	+200	New
GW&K Investment Management, LLC	202	$23.0K	0.00%	+13+6.9%	Added
Morton Brown Family Wealth, LLC	207	$23.6K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	213	$24.3K	0.01%	+1+0.5%	Added
Founders Capital Management	215	$24.5K	0.02%	00.0%	Unchanged
Bank & Trust Co	217	$24.7K	0.02%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	219	$25.0K	0.01%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	219	$25.0K	0.02%	+20+10.1%	Added
Bogart Wealth, LLC	220	$25.1K	0.00%	+120+120.0%	Added
J.Safra Asset Management Corp	224	$25.1K	0.00%	+224	New
Cornerstone Planning Group LLC	212	$26.1K	0.01%	−13−5.8%	Reduced
ORG Wealth Partners, LLC	230	$26.2K	0.01%	−339−59.6%	Reduced
Values First Advisors, Inc.	231	$26.3K	0.01%	+2+0.9%	Added
Pacific Center for Financial Services	233	$26.5K	0.01%	+233	New
Core Alternative Capital	236	$26.9K	0.01%	00.0%	Unchanged
Cary Street Partner Investment Advisory LLC	241	$27.5K	0.02%	−40,006−99.4%	Reduced
Stephens Consulting, LLC	244	$27.8K	0.01%	+111+83.5%	Added
Graney & King, LLC	245	$27.9K	0.02%	+245	New
Tacita Capital Inc	245	$27.9K	0.02%	−146−37.3%	Reduced
Gen-Wealth Partners Inc	247	$28.1K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	249	$28.4K	0.00%	−7−2.7%	Reduced
Signature Resources Capital Management, LLC	250	$28.5K	0.03%	00.0%	Unchanged
Atlantic Trust, LLC	250	$28.5K	0.01%	00.0%	Unchanged
Cornerstone National Bank & Trust Co	250	$28.5K	0.01%	00.0%	Unchanged
FLP Wealth Management, LLC	250	$28.5K	0.07%	+250	New
Pacifica Partners Inc.	251	$28.7K	0.01%	−4−1.6%	Reduced
Rise Advisors, LLC	254	$29.0K	0.01%	+2+0.8%	Added
Wood Tarver Financial Group, LLC	262	$29.0K	0.01%	+262	New
Winnow Wealth LLC	255	$29.0K	0.03%	+255	New
Heritage Wealth Advisors	256	$29.2K	0.00%	−168−39.6%	Reduced
CNB Bank	257	$29.3K	0.01%	00.0%	Unchanged
Human Investing LLC	264	$30.1K	0.01%	+264	New
Fortitude Family Office, LLC	266	$30.3K	0.01%	+38+16.7%	Added
UMA Financial Services, Inc.	269	$30.6K	0.01%	+269	New
Webster Bank, N. A.	270	$30.8K	0.00%	+88+48.4%	Added
Kings Path Partners LLC	272	$31.0K	0.01%	00.0%	Unchanged
TSFG, LLC	271	$31.0K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	276	$31.0K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	274	$31.2K	0.01%	+274	New
YANKCOM Partnership	274	$31.2K	0.02%	+274	New
Olistico Wealth, LLC	274	$31.3K	0.02%	00.0%	Unchanged
West Branch Capital LLC	275	$31.3K	0.01%	00.0%	Unchanged
Compass Financial Services Inc	275	$31.3K	0.02%	+275	New
Stephenson National Bank & Trust	276	$31.4K	0.01%	00.0%	Unchanged
Trust Co	276	$31.4K	0.00%	00.0%	Unchanged
Crews Bank & Trust	285	$32.5K	0.01%	+285	New
Longview Financial Advisors LLC	286	$32.6K	0.02%	+286	New
Bell Investment Advisors, Inc	296	$33.7K	0.01%	−33−10.0%	Reduced
Centerpoint Advisors, LLC	300	$34.0K	0.01%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	299	$34.1K	0.01%	00.0%	Unchanged
Future Financial Wealth Managment LLC	300	$34.2K	0.02%	−150−33.3%	Reduced
Hoese & Co LLP	302	$34.4K	0.03%	−100−24.9%	Reduced
Copia Wealth Management	317	$36.1K	0.03%	+317	New
New England Capital Financial Advisors LLC	321	$36.5K	0.02%	+2+0.6%	Added
Private Wealth Management Group, LLC	321	$36.6K	0.01%	−40−11.1%	Reduced
Truvestments Capital LLC	325	$37.1K	0.01%	+207+175.4%	Added
Menard Financial Group LLC	327	$37.3K	0.02%	+327	New
Bellwether Advisors, LLC	329	$37.5K	0.01%	+329	New
CBIZ Investment Advisory Services, LLC	335	$38.2K	0.00%	+15+4.7%	Added
Mattson Financial Services, LLC	300	$39.4K	0.01%	+300	New
Arlington Trust Co LLC	348	$39.6K	0.01%	−20−5.4%	Reduced
Legend Financial Advisors, Inc.	350	$39.9K	0.03%	00.0%	Unchanged