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
- 1,782
- +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.
| 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 |
|---|---|---|---|---|---|
| Rogco, LP | 350 | $39.9K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $40.8K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $40.8K | 0.01% | −200−35.8% | Reduced |
| EnRich Financial Partners LLC | 360 | $41.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $41.4K | 0.00% | −3−0.8% | Reduced |
| Hemington Wealth Management | 372 | $42.0K | 0.01% | +8+2.2% | Added |
| Manchester Capital Management LLC | 372 | $42.4K | 0.00% | +17+4.8% | Added |
| PrairieView Partners, LLC | 383 | $43.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 403 | $45.0K | 0.02% | +20+5.2% | Added |
| Financial Gravity Companies, Inc. | 397 | $45.2K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 401 | $45.7K | 0.03% | +401 | New |
| Sugar Maple Asset Management, LLC | 410 | $46.7K | 0.04% | +410 | New |
| Morgan Dempsey Capital Management LLC | 415 | $47.3K | 0.02% | −44,894−99.1% | Reduced |
| Financially Speaking Inc | 416 | $47.4K | 0.03% | +416 | New |
| Reyes Financial Architecture, Inc. | 418 | $47.6K | 0.04% | +418 | New |
| SBI Securities Co., Ltd. | 428 | $48.8K | 0.00% | +428 | New |
| Medallion Wealth Advisors, LLC | 429 | $48.9K | 0.02% | +429 | New |
| Crowley Wealth Management, Inc. | 455 | $51.8K | 0.05% | +455 | New |
| Oarsman Capital, Inc. | 459 | $52.3K | 0.01% | −258−36.0% | Reduced |
| Covestor Ltd | 464 | $53.0K | 0.03% | −50−9.7% | Reduced |
| Millstone Evans Group, LLC | 481 | $54.8K | 0.04% | +481 | New |
| First Command Advisory Services, Inc. | 483 | $55.0K | 0.00% | −342−41.5% | Reduced |
| Concord Wealth Partners | 491 | $55.9K | 0.01% | −45−8.4% | Reduced |
| Aventura Private Wealth, LLC | 498 | $56.7K | 0.03% | +498 | New |
| Evermay Wealth Management LLC | 500 | $57.0K | 0.01% | −350−41.2% | Reduced |
| Acima Private Wealth, LLC | 500 | $57.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $57.0K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $57.0K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $57.0K | 0.03% | +500 | New |
| Painted Porch Advisors LLC | 503 | $57.3K | 0.03% | +192+61.7% | Added |
| Loomis Sayles & Co L P | 511 | $58.0K | 0.00% | −61−10.7% | Reduced |
| Key Financial Inc | 514 | $58.6K | 0.01% | +19+3.8% | Added |
| Raleigh Capital Management Inc. | 523 | $59.6K | 0.02% | +361+222.8% | Added |
| JFS Wealth Advisors, LLC | 526 | $59.9K | 0.00% | −21−3.8% | Reduced |
| Front Row Advisors LLC | 535 | $61.0K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 537 | $61.2K | 0.04% | −54−9.1% | Reduced |
| Pittenger & Anderson Inc | 543 | $61.9K | 0.00% | +20+3.8% | Added |
| Tower View Investment Management & Research LLC | 544 | $62.0K | 0.03% | +5+0.9% | Added |
| Duncker Streett & Co Inc | 556 | $63.3K | 0.01% | −100−15.2% | Reduced |
| Transce3nd, LLC | 556 | $63.3K | 0.02% | +556 | New |
| Pin Oak Investment Advisors Inc | 485 | $64.0K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 573 | $65.3K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $65.4K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 575 | $65.5K | 0.01% | +575 | New |
| Intact Investment Management Inc. | 600 | $68.4K | 0.00% | +600 | New |
| Murphy & Mullick Capital Management Corp | 603 | $68.7K | 0.06% | +603 | New |
| Bank of Jackson Hole Trust | 604 | $68.8K | 0.05% | +604 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $69.5K | 0.02% | +250+69.4% | Added |
| Basso Capital Management, L.P. | 612 | $69.7K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 615 | $70.1K | 0.03% | −1−0.2% | Reduced |
| PFS Partners, LLC | 617 | $70.3K | 0.04% | +4+0.7% | Added |
| Sound Income Strategies, LLC | 620 | $70.7K | 0.00% | +160+34.8% | Added |
| Cassady Schiller Wealth Management, LLC | 624 | $71.1K | 0.03% | +3+0.5% | Added |
| Kimelman & Baird, LLC | 625 | $71.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 633 | $72.1K | 0.01% | +88+16.1% | Added |
| Plante Moran Financial Advisors, LLC | 644 | $73.4K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 644 | $73.4K | 0.09% | +644 | New |
| Godsey & Gibb Associates | 650 | $74.1K | 0.01% | −548−45.7% | Reduced |
| JNBA Financial Advisors | 655 | $74.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 605 | $75.6K | 0.03% | −7−1.1% | Reduced |
| Clark Wealth Partners | 673 | $76.7K | 0.06% | +673 | New |
| Golden State Wealth Management, LLC | 675 | $77.0K | 0.01% | +675 | New |
| Putney Financial Group LLC | 679 | $77.4K | 0.07% | +679 | New |
| Piscataqua Savings Bank | 681 | $77.6K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $77.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 692 | $78.8K | 0.01% | −65−8.6% | Reduced |
| Miller Wealth Advisors, LLC | 692 | $78.9K | 0.04% | +4+0.6% | Added |
| Kentucky Trust Co | 700 | $79.8K | 0.05% | +700 | New |
| WR Wealth Planners, LLC | 708 | $80.6K | 0.03% | −250−26.1% | Reduced |
| Eagle Bay Advisors LLC | 714 | $81.3K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 720 | $82.0K | 0.02% | +445+161.8% | Added |
| Motco | 726 | $82.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 743 | $84.7K | 0.01% | +9+1.2% | Added |
| First Financial Corp | 743 | $84.7K | 0.04% | +648+682.1% | Added |
| Rialto Wealth Management, LLC | 744 | $84.8K | 0.03% | +744 | New |
| Missouri Trust & Investment Co | 749 | $85.3K | 0.03% | −96−11.4% | Reduced |
| Gleason Group, Inc. | 753 | $85.8K | 0.02% | +7+0.9% | Added |
| TFC Financial Management | 787 | $89.6K | 0.01% | +572+266.0% | Added |
| Asset Planning,Inc | 787 | $89.6K | 0.07% | +787 | New |
| Avion Wealth | 793 | $90.0K | 0.02% | −17−2.1% | Reduced |
| CoreCap Advisors, LLC | 793 | $90.3K | 0.00% | −300−27.4% | Reduced |
| Beacon Capital Management, LLC | 831 | $94.6K | 0.01% | +100+13.7% | Added |
| Optimum Investment Advisors | 838 | $95.5K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 870 | $99.1K | 0.10% | +870 | New |
| Valley National Advisers Inc | 879 | $100.0K | 0.02% | +5+0.6% | Added |
| Plato Investment Management Ltd | 880 | $100.6K | 0.01% | −1,447−62.2% | Reduced |
| ORG Partners LLC | 888 | $101.2K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 35,148 | $102.4K | 0.03% | +11,346+47.7% | Added |
| Broadwater Capital Management LLC | 900 | $102.5K | 0.08% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 735 | $103.8K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 950 | $108.2K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 956 | $108.9K | 0.01% | +181+23.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $109.4K | 0.06% | 00.0% | Unchanged |
| American National Bank | 961 | $109.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 966 | $110.1K | 0.02% | +102+11.8% | Added |
| City State Bank | 987 | $112.4K | 0.04% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 987 | $112.4K | 0.11% | +987 | New |
| Mechanics Financial Corp | 1,000 | $113.9K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,005 | $114.5K | 0.04% | +41+4.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,007 | $114.8K | 0.00% | +224+28.6% | Added |