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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.

Institutional holdersQ4 2024: 1,781 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ4 2024: $34.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$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
InstitutionSharesValue% of portfolioChange in sharesAction
Beach Investment Counsel Inc0$00.00%−1,660−100.0%Sold out
KRS Capital Management, LLC0$00.00%−1,651−100.0%Sold out
Murphy Pohlad Asset Management LLC0$00.00%−1,650−100.0%Sold out
BNC Wealth Management, LLC0$00.00%−1,647−100.0%Sold out
Mosaic Financial Group, LLC0$00.00%−1,641−100.0%Sold out
Farmers Trust Co0$00.00%−1,643−100.0%Sold out
RMB Capital Management, LLC0$00.00%−1,642−100.0%Sold out
Ignite Planners, LLC0$00.00%−1,640−100.0%Sold out
Beese Fulmer Investment Management, Inc.0$00.00%−1,638−100.0%Sold out
Trust Co of Virginia0$00.00%−1,632−100.0%Sold out
Harrell Investment Partners, LLC0$00.00%−1,628−100.0%Sold out
Heritage Wealth Management, Inc./Texas0$00.00%−1,628−100.0%Sold out
Catalyst Financial Partners LLC0$00.00%−1,613−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,612−100.0%Sold out
Verus Capital Partners, LLC0$00.00%−1,609−100.0%Sold out
CRA Financial Services, LLC0$00.00%−1,608−100.0%Sold out
Forte Capital LLC0$00.00%−1,606−100.0%Sold out
Legacy Advisors, LLC0$00.00%−1,597−100.0%Sold out
Clarity Financial LLC0$00.00%−1,596−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−1,583−100.0%Sold out
Hardin Capital Partners, LLC0$00.00%−1,571−100.0%Sold out
Amarillo National Bank0$00.00%−1,581−100.0%Sold out
Sapient Capital LLC0$00.00%−1,574−100.0%Sold out
SlateStone Wealth, LLC0$00.00%−1,570−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−1,567−100.0%Sold out
Paulson Wealth Management Inc.0$00.00%−1,564−100.0%Sold out
Novak & Powell Financial Services, Inc.0$00.00%−1,570−100.0%Sold out
Financial Partners Group, LLC0$00.00%−1,553−100.0%Sold out
BIP Wealth, LLC0$00.00%−1,549−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−1,542−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,537−100.0%Sold out
SFMG, LLC0$00.00%−1,534−100.0%Sold out
Secured Retirement Advisors, LLC0$00.00%−1,533−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−1,532−100.0%Sold out
Cynosure Management, LLC0$00.00%−1,529−100.0%Sold out
Loudon Investment Management, LLC0$00.00%−1,527−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−655−100.0%Sold out
Alta Advisers Ltd0$00.00%−1,400−100.0%Sold out
Kayne Anderson Capital Advisors LP0$00.00%−1,361−100.0%Sold out
Jamison Private Wealth Management, Inc.0$00.00%−1,263−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−1,051−100.0%Sold out
Planned Solutions, Inc.0$00.00%−980−100.0%Sold out
Partnership Wealth Management, LLC0$00.00%−550−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−436−100.0%Sold out
Hall Laurie J Trustee0$00.00%−389−100.0%Sold out
Claris Advisors, LLC0$00.00%−352−100.0%Sold out
Dynamic Wealth Strategies, LLC0$00.00%−341−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−304−100.0%Sold out
Rational Advisors LLC0$00.00%−295−100.0%Sold out
nVerses Capital, LLC0$00.00%−200−100.0%Sold out
Arrow Financial Corp0$00.00%−175−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−174−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−167−100.0%Sold out
Horizon Bancorp Inc0$00.00%−144−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−132−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−100−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−48−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−44−100.0%Sold out
Copley Financial Group, Inc.0$00.00%−31−100.0%Sold out
Macroview Investment Management LLC0$00.00%−21−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−16−100.0%Sold out
Disciplined Equity Management, Inc.0$00.00%−15−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−14−100.0%Sold out
Darwin Advisors, LLC0$00.00%−5−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James & Associates––––Not filed
Raymond James Trust N.A.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Argent Financial Group, Inc.––––Not filed
Cary Street Partners Asset Management LLC––––Not filed
Garrison Asset Management, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Inscription Capital, LLC––––Not filed
SpiderRock Advisors, LLC––––Not filed
Eisler Capital (UK) Ltd.––––Not filed
Aquila Investment Management LLC––––Not filed
M&R Capital Management Inc––––Not filed
Insight Folios Inc––––Not filed
First Trust Investment Solutions L.P.––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Diversified, LLC––––Not filed
Prio Wealth Limited Partnership––––Not filed
Abich Financial Wealth Management LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
WFA of San Diego, LLC––––Not filed
Peterson Financial Group, Inc.––––Not filed
Alpine Bank Wealth Management––––Not filed
Planning Capital Management Corp––––Not filed
VitalStone Financial, LLC––––Not filed
ClariVest Asset Management LLC––––Not filed
First Personal Financial Services––––Not filed