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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 1,892 | $215.6K | 0.03% | +154+8.9% | Added |
| Financial Management Network Inc | 1,857 | $215.6K | 0.04% | +2+0.1% | Added |
| McGowan Group Asset Management, Inc. | 1,893 | $215.7K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,900 | $216.5K | 0.01% | +68+3.7% | Added |
| Next Capital Management LLC | 1,904 | $216.9K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,908 | $217.4K | 0.12% | +1,908 | New |
| Diversified Enterprises, LLC | 1,913 | $218.0K | 0.02% | +1+0.1% | Added |
| Rehmann Capital Advisory Group | 1,915 | $218.3K | 0.01% | −110−5.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,918 | $218.5K | 0.16% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,920 | $219.0K | 0.00% | +1,920 | New |
| Quent Capital, LLC | 1,927 | $219.5K | 0.02% | −324−14.4% | Reduced |
| DRW Securities, LLC | 1,927 | $219.5K | 0.01% | +237+14.0% | Added |
| Trillium Asset Management, LLC | 1,930 | $220.0K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,937 | $220.7K | 0.01% | −198−9.3% | Reduced |
| Independent Wealth Network Inc. | 1,937 | $220.7K | 0.09% | +280+16.9% | Added |
| Indiana Trust & Investment Management CO | 1,945 | $221.6K | 0.08% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,946 | $221.7K | 0.02% | −297−13.2% | Reduced |
| Bath Savings Trust Co | 1,948 | $221.9K | 0.02% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,946 | $222.0K | 0.09% | −3−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 1,957 | $223.0K | 0.15% | +1,957 | New |
| Nicolet Bankshares Inc | 1,971 | $224.6K | 0.05% | +198+11.2% | Added |
| Blackston Financial Advisory Group, LLC | 1,973 | $224.8K | 0.11% | −39−1.9% | Reduced |
| Delta Financial Group, Inc. | 1,979 | $225.0K | 0.05% | +1,979 | New |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $225.1K | 0.00% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,982 | $225.8K | 0.13% | −11−0.6% | Reduced |
| Bank of New Hampshire | 1,987 | $226.4K | 0.06% | +105+5.6% | Added |
| Broderick Brian C | 1,990 | $226.7K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,991 | $226.8K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,992 | $226.9K | 0.02% | −53−2.6% | Reduced |
| North Star Asset Management Inc | 1,997 | $227.5K | 0.01% | −10−0.5% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $227.9K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,000 | $227.9K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,001 | $227.9K | 0.03% | +76+3.9% | Added |
| LM Advisors LLC | 2,000 | $228.0K | 0.04% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 2,003 | $228.2K | 0.15% | +2,003 | New |
| Avestar Capital, LLC | 2,004 | $228.3K | 0.02% | +119+6.3% | Added |
| Chiron Capital Management, LLC | 2,005 | $228.4K | 0.22% | −338−14.4% | Reduced |
| Krane Funds Advisors LLC | 2,008 | $228.8K | 0.01% | −342−14.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,008 | $228.8K | 0.01% | +116+6.1% | Added |
| K.J. Harrison & Partners Inc | 2,000 | $228.8K | 0.04% | +2,000 | New |
| HHM Wealth Advisors, LLC | 2,015 | $229.6K | 0.03% | +9+0.4% | Added |
| Greenland Capital Management LP | 2,020 | $230.1K | 0.05% | −110−5.2% | Reduced |
| Blue Capital, Inc. | 2,024 | $230.6K | 0.16% | +2,024 | New |
| KLCM Advisors, Inc. | 2,025 | $230.7K | 0.03% | −47−2.3% | Reduced |
| Opus Capital Group, LLC | 2,028 | $231.0K | 0.03% | −467−18.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,030 | $231.2K | 0.01% | +72+3.7% | Added |
| Asset Dedication, LLC | 2,032 | $231.5K | 0.02% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $231.8K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,040 | $232.4K | 0.09% | −353−14.8% | Reduced |
| Purkiss Capital Advisors LLC | 2,040 | $232.5K | 0.20% | +2,040 | New |
| Strait & Sound Wealth Management LLC | 2,045 | $233.0K | 0.11% | −420−17.0% | Reduced |
| Shufro Rose & Co LLC | 2,049 | $233.4K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,050 | $234.0K | 0.01% | −815−28.4% | Reduced |
| First Financial Bankshares Inc | 2,055 | $234.1K | 0.01% | −40−1.9% | Reduced |
| Advus Financial Partners, LLC | 2,056 | $234.2K | 0.07% | −106−4.9% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $234.7K | 0.21% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,076 | $236.5K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,082 | $237.2K | 0.04% | +10+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 2,082 | $237.2K | 0.24% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,085 | $237.5K | 0.14% | −100−4.6% | Reduced |
| Waters Parkerson & Co., LLC | 2,087 | $237.8K | 0.01% | +200+10.6% | Added |
| Pettyjohn, Wood & White, Inc | 2,089 | $238.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,094 | $238.6K | 0.02% | −8−0.4% | Reduced |
| ProVise Management Group, LLC | 2,098 | $239.0K | 0.02% | +2,098 | New |
| Silver Oak Securities, Inc | 2,135 | $239.1K | 0.02% | +678+46.5% | Added |
| Nemes Rush Group LLC | 2,104 | $239.7K | 0.03% | +483+29.8% | Added |
| Thomasville National Bank | 2,104 | $239.7K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,105 | $239.8K | 0.01% | −159−7.0% | Reduced |
| Naples Global Advisors, LLC | 2,113 | $240.7K | 0.02% | +3+0.1% | Added |
| Douglas Lane & Associates, LLC | 2,131 | $242.7K | 0.00% | −5−0.2% | Reduced |
| Delta Investment Management, LLC | 2,134 | $243.1K | 0.05% | +17+0.8% | Added |
| Coastal Investment Advisors, Inc. | 2,095 | $243.2K | 0.10% | −1,915−47.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,137 | $243.5K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,145 | $244.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,146 | $244.5K | 0.07% | +621+40.7% | Added |
| Acropolis Investment Management, LLC | 2,150 | $244.9K | 0.01% | −128−5.6% | Reduced |
| HBW Advisory Services LLC | 2,173 | $247.6K | 0.04% | +15+0.7% | Added |
| Forza Wealth Management, LLC | 2,185 | $248.9K | 0.11% | +221+11.3% | Added |
| Hirtle Callaghan & Co LLC | 2,188 | $249.3K | 0.01% | +568+35.1% | Added |
| Richards, Merrill & Peterson, Inc. | 2,193 | $249.8K | 0.13% | +2,193 | New |
| SPC Financial, Inc. | 2,194 | $250.0K | 0.02% | +100+4.8% | Added |
| Bond & Devick Financial Network, Inc. | 1,902 | $250.0K | 0.11% | 00.0% | Unchanged |
| Leisure Capital Management | 2,198 | $250.4K | 0.10% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,200 | $250.6K | 0.02% | +25+1.1% | Added |
| Vestor Capital, LLC | 2,216 | $252.0K | 0.02% | +331+17.6% | Added |
| Dark Forest Capital Management LP | 2,217 | $252.6K | 0.04% | −105−4.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $253.2K | 0.09% | 00.0% | Unchanged |
| DnB Asset Management AS | 2,222 | $253.2K | 0.00% | +458+26.0% | Added |
| Baldwin Brothers Inc | 2,223 | $253.3K | 0.02% | −2,983−57.3% | Reduced |
| Lantern Wealth Advisors, LLC | 2,224 | $253.4K | 0.16% | +99+4.7% | Added |
| Pallas Capital Advisors LLC | 2,247 | $256.0K | 0.01% | −37−1.6% | Reduced |
| Lazard Asset Management LLC | 2,276 | $258.0K | 0.00% | −86−3.6% | Reduced |
| Trust Point Inc. | 2,265 | $258.1K | 0.02% | +289+14.6% | Added |
| Weik Capital Management | 2,270 | $258.6K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,270 | $258.7K | 0.05% | +629+38.3% | Added |
| Flywheel Private Wealth LLC | 2,273 | $259.0K | 0.24% | +2,273 | New |
| Red Door Wealth Management, LLC | 2,279 | $259.6K | 0.04% | +316+16.1% | Added |
| Monetary Management Group Inc | 2,280 | $259.8K | 0.07% | 00.0% | Unchanged |
| First Interstate Bank | 2,288 | $260.7K | 0.02% | +188+9.0% | Added |
| Fulcrum Equity Management | 2,290 | $260.9K | 0.26% | −1,680−42.3% | Reduced |