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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,034 | $117.8K | 0.03% | −291−22.0% | Reduced |
| American Capital Advisory, LLC | 1,053 | $120.0K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 1,054 | $120.1K | 0.02% | −224−17.5% | Reduced |
| Continuum Advisory, LLC | 1,067 | $121.6K | 0.02% | −7−0.7% | Reduced |
| Global Financial Private Client, LLC | 1,078 | $122.8K | 0.05% | −15−1.4% | Reduced |
| Penserra Capital Management LLC | 1,082 | $123.0K | 0.00% | +1,046+2,905.6% | Added |
| Grove Bank & Trust | 1,088 | $124.0K | 0.02% | +123+12.7% | Added |
| FNY Investment Advisers, LLC | 1,100 | $125.0K | 0.06% | +1,100 | New |
| AdvisorNet Financial, Inc | 1,100 | $125.3K | 0.01% | −137−11.1% | Reduced |
| Riverview Trust Co | 1,119 | $127.5K | 0.12% | −7−0.6% | Reduced |
| Centennial Bank | 1,125 | $128.2K | 0.06% | −62−5.2% | Reduced |
| Park Place Capital Corp | 1,149 | $130.9K | 0.04% | −603−34.4% | Reduced |
| Hantz Financial Services, Inc. | 1,153 | $131.0K | 0.00% | −6−0.5% | Reduced |
| Peoples Bank | 1,182 | $134.7K | 0.09% | −5−0.4% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $136.0K | 0.02% | +28+2.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $136.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,219 | $138.9K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,233 | $140.5K | 0.08% | +88+7.7% | Added |
| Fca Corp | 1,000 | $141.2K | 0.04% | +1,000 | New |
| Capital Advisors, Ltd. LLC | 1,263 | $144.0K | 0.02% | +10+0.8% | Added |
| Creative Financial Designs Inc | 1,267 | $144.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $145.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,282 | $146.1K | 0.08% | +5+0.4% | Added |
| Wellington Shields Capital Management, LLC | 1,292 | $147.2K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,303 | $148.0K | 0.01% | +447+52.2% | Added |
| General Partner, Inc. | 1,303 | $148.5K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,310 | $149.2K | 0.03% | +5+0.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,334 | $149.4K | 0.00% | −14,350−91.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,333 | $151.9K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $152.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,336 | $152.2K | 0.03% | −709−34.7% | Reduced |
| Hager Investment Management Services, LLC | 1,342 | $152.9K | 0.10% | +1,342 | New |
| 10Elms LLP | 1,354 | $154.3K | 0.16% | +1,354 | New |
| Shell Asset Management Co | 1,360 | $155.0K | 0.01% | −5,615−80.5% | Reduced |
| Addison Advisors LLC | 1,368 | $155.9K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $157.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,396 | $159.0K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,404 | $160.0K | 0.07% | −20−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,406 | $160.2K | 0.08% | −22−1.5% | Reduced |
| Westside Investment Management, Inc. | 1,471 | $167.6K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,477 | $168.3K | 0.01% | −1,143−43.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,483 | $169.0K | 0.01% | +180+13.8% | Added |
| Financial Management Professionals, Inc. | 1,502 | $171.1K | 0.02% | +13+0.9% | Added |
| Centaurus Financial, Inc. | 1,522 | $173.0K | 0.01% | −99−6.1% | Reduced |
| Coastline Trust Co | 1,559 | $177.6K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,561 | $177.8K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,563 | $178.1K | 0.02% | +1,563 | New |
| NBT Bank N A | 1,563 | $178.1K | 0.01% | −1,581−50.3% | Reduced |
| New Millennium Group LLC | 1,572 | $179.1K | 0.10% | +1+0.1% | Added |
| Tributary Capital Management, LLC | 1,585 | $180.6K | 0.01% | −75−4.5% | Reduced |
| Perkins Coie Trust Co | 1,623 | $184.9K | 0.04% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,626 | $185.3K | 0.08% | −123−7.0% | Reduced |
| Peterson Wealth Services | 1,634 | $186.1K | 0.06% | +16+1.0% | Added |
| Bullock Wealth Management Group | 1,642 | $187.1K | 0.11% | +10+0.6% | Added |
| Oakworth Capital, Inc. | 1,654 | $188.4K | 0.01% | −6−0.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,683 | $192.0K | 0.02% | +9+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 1,695 | $193.1K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,699 | $193.5K | 0.01% | +1,079+174.0% | Added |
| St Germain D J Co Inc | 1,705 | $194.3K | 0.01% | +350+25.8% | Added |
| Evelyn Partners Investment Management LLP | 1,751 | $199.5K | 0.01% | +1,751 | New |
| Meridian Wealth Advisors, LLC | 1,757 | $200.2K | 0.03% | −32−1.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,758 | $200.3K | 0.05% | −1,005−36.4% | Reduced |
| Simon Quick Advisors, LLC | 1,762 | $200.8K | 0.01% | +12+0.7% | Added |
| Great Diamond Partners, LLC | 1,764 | $201.0K | 0.05% | −3,578−67.0% | Reduced |
| Sentry Investment Management LLC | 1,760 | $201.0K | 0.10% | −287−14.0% | Reduced |
| Signature Wealth Management Partners, LLC | 1,765 | $201.1K | 0.14% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,767 | $201.3K | 0.12% | +1,767 | New |
| Hourglass Capital, LLC | 1,770 | $201.7K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,774 | $202.2K | 0.08% | +5+0.3% | Added |
| Central Bank & Trust Co | 1,776 | $202.3K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,777 | $202.5K | 0.03% | +44+2.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,781 | $203.0K | 0.01% | +131+7.9% | Added |
| Viawealth, LLC | 1,791 | $204.0K | 0.12% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 1,798 | $204.9K | 0.09% | +1,798 | New |
| Northwest Quadrant Wealth Management, LLC | 1,799 | $205.0K | 0.05% | −12−0.7% | Reduced |
| BSW Wealth Partners | 1,799 | $205.0K | 0.03% | +1,799 | New |
| VeraBank, N.A. | 1,802 | $205.3K | 0.06% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,812 | $206.4K | 0.27% | +1,812 | New |
| Trueblood Wealth Management, LLC | 1,816 | $206.9K | 0.10% | +6+0.3% | Added |
| Wolff Financial Management LLC | 1,815 | $207.0K | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,817 | $207.0K | 0.01% | +212+13.2% | Added |
| Gallagher Capital Advisors, LLC | 1,817 | $207.0K | 0.15% | +1,817 | New |
| Pure Financial Advisors, Inc. | 1,822 | $207.6K | 0.00% | +17+0.9% | Added |
| Fractal Investments LLC | 1,823 | $207.7K | 0.03% | −677−27.1% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $208.7K | 0.06% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,833 | $208.8K | 0.08% | −50−2.7% | Reduced |
| United Community Bank | 1,836 | $209.2K | 0.08% | −24−1.3% | Reduced |
| Green Harvest Asset Management LLC | 1,841 | $209.7K | 0.00% | +89+5.1% | Added |
| Chicago Capital, LLC | 1,842 | $209.9K | 0.01% | +200+12.2% | Added |
| Radnor Capital Management, LLC | 1,842 | $210.0K | 0.04% | −300−14.0% | Reduced |
| Argentarii, LLC | 1,843 | $210.0K | 0.11% | +1,843 | New |
| Old Port Advisors | 1,853 | $211.1K | 0.06% | +239+14.8% | Added |
| State of Wyoming | 1,857 | $211.6K | 0.03% | +957+106.3% | Added |
| Commonwealth Financial Services, LLC | 1,867 | $212.7K | 0.04% | +1,867 | New |
| Keating Investment Counselors Inc | 1,870 | $213.0K | 0.07% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,873 | $213.4K | 0.05% | +1+0.1% | Added |
| Summit Asset Management, LLC | 1,873 | $213.4K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 1,878 | $214.0K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,891 | $215.4K | 0.08% | 00.0% | Unchanged |
| Optima Capital LLC | 1,892 | $215.5K | 0.15% | +1,892 | New |