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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 2,290 | $260.9K | 0.03% | −427−15.7% | Reduced |
| Boothbay Fund Management, LLC | 2,295 | $261.5K | 0.01% | +2,295 | New |
| Principal Street Partners, LLC | 2,304 | $262.5K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,313 | $263.5K | 0.02% | +20+0.9% | Added |
| Gilliland Jeter Wealth Management LLC | 2,318 | $264.1K | 0.09% | −335−12.6% | Reduced |
| Goelzer Investment Management, Inc. | 2,320 | $264.3K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,322 | $264.5K | 0.10% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,322 | $264.5K | 0.03% | +636+37.7% | Added |
| M3 Advisory Group, LLC | 2,323 | $264.7K | 0.19% | −67−2.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,326 | $265.0K | 0.08% | +75+3.3% | Added |
| Jacobs & Co | 2,346 | $267.0K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,347 | $267.5K | 0.02% | −4,936−67.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,351 | $267.9K | 0.09% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 2,352 | $268.0K | 0.19% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $268.9K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,363 | $269.2K | 0.20% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,364 | $269.3K | 0.07% | 00.0% | Unchanged |
| Apriem Advisors | 2,368 | $269.7K | 0.03% | +210+9.7% | Added |
| Hamilton Capital, LLC | 2,371 | $270.1K | 0.02% | +29+1.2% | Added |
| Cadent Capital Advisors, LLC | 2,372 | $270.3K | 0.09% | −489−17.1% | Reduced |
| PFG Advisors | 2,376 | $270.7K | 0.02% | −423−15.1% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $270.9K | 0.06% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,379 | $271.1K | 0.03% | −7−0.3% | Reduced |
| Denver Wealth Management, Inc. | 2,384 | $271.6K | 0.12% | +15+0.6% | Added |
| Parkside Financial Bank & Trust | 2,384 | $271.6K | 0.04% | +103+4.5% | Added |
| LBMC Investment Advisors, LLC | 2,385 | $271.7K | 0.02% | +10.0% | Added |
| Master's Wealth Management Inc. | 2,388 | $272.0K | 0.15% | +2,388 | New |
| Two Sigma Securities, LLC | 2,392 | $272.5K | 0.05% | −6,241−72.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $273.0K | 0.03% | −10−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $273.1K | 0.11% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $273.4K | 0.07% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 2,117 | $274.3K | 0.15% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,407 | $274.3K | 0.07% | +39+1.6% | Added |
| Moller Financial Services | 2,408 | $274.3K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,409 | $274.5K | 0.01% | 00.0% | Unchanged |
| Manske Wealth Management | 2,420 | $275.7K | 0.11% | +2,420 | New |
| TFG Advisers LLC | 2,429 | $276.7K | 0.10% | +12+0.5% | Added |
| Letson Investment Management, Inc. | 2,429 | $276.7K | 0.11% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 2,433 | $277.2K | 0.05% | −725−23.0% | Reduced |
| Greenfield Savings Bank | 2,433 | $277.2K | 0.13% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,437 | $277.6K | 0.05% | −53−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 2,451 | $279.3K | 0.04% | −130−5.0% | Reduced |
| Ethos Financial Group, LLC | 2,454 | $279.6K | 0.04% | −35−1.4% | Reduced |
| Northcape Wealth Management, LLC | 2,460 | $280.3K | 0.09% | −229−8.5% | Reduced |
| Warwick Investment Management, Inc. | 2,461 | $280.4K | 0.06% | −200−7.5% | Reduced |
| Washington Trust Co | 2,461 | $280.4K | 0.01% | −30−1.2% | Reduced |
| Sage Mountain Advisors LLC | 2,480 | $282.6K | 0.02% | −173−6.5% | Reduced |
| Port Capital LLC | 2,481 | $283.0K | 0.01% | +122+5.2% | Added |
| Disciplined Investors, L.L.C. | 2,448 | $283.9K | 0.27% | +2,448 | New |
| Quilter Plc | 2,493 | $284.0K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,500 | $284.8K | 0.03% | −210−7.7% | Reduced |
| Gables Capital Management Inc. | 2,502 | $285.1K | 0.14% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $287.7K | 0.03% | +200+8.6% | Added |
| Ocean Capital Management, LLC | 2,525 | $287.7K | 0.06% | +7+0.3% | Added |
| Plimoth Trust Co LLC | 2,526 | $287.8K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,531 | $288.4K | 0.06% | −5,013−66.5% | Reduced |
| Goodman Financial Corp | 2,533 | $288.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,535 | $288.8K | 0.09% | +95+3.9% | Added |
| Capital Market Strategies LLC | 2,539 | $289.3K | 0.17% | 00.0% | Unchanged |
| Bray Capital Advisors | 2,543 | $289.7K | 0.08% | +17+0.7% | Added |
| B&L Asset Management LLC | 2,546 | $290.1K | 0.18% | −148−5.5% | Reduced |
| CSS LLC | 2,550 | $290.5K | 0.02% | −1,150−31.1% | Reduced |
| Sagespring Wealth Partners, LLC | 2,560 | $291.6K | 0.01% | +2,560 | New |
| Chicago Trust Co NA | 2,583 | $294.3K | 0.05% | −641−19.9% | Reduced |
| Canal Capital Management, LLC | 2,592 | $295.3K | 0.05% | +21+0.8% | Added |
| Crawford Investment Counsel Inc | 2,599 | $296.1K | 0.01% | −9−0.3% | Reduced |
| Dodge & Cox | 2,600 | $296.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $296.2K | 0.04% | +2,600 | New |
| HCR Wealth Advisors | 2,604 | $296.7K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,605 | $296.8K | 0.04% | −702−21.2% | Reduced |
| Laurel Wealth Advisors LLC | 2,618 | $298.3K | 0.05% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,618 | $298.3K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $298.8K | 0.07% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2,627 | $299.3K | 0.21% | +2,627 | New |
| BancorpSouth Bank | 2,634 | $300.1K | 0.02% | −106−3.9% | Reduced |
| Western Pacific Wealth Management, LP | 2,635 | $300.2K | 0.24% | +1,790+211.8% | Added |
| Bell Bank | 2,644 | $301.2K | 0.02% | +272+11.5% | Added |
| Successful Portfolios LLC | 2,647 | $301.6K | 0.20% | −55−2.0% | Reduced |
| Eastern Bank | 2,647 | $301.6K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,656 | $302.6K | 0.15% | −5−0.2% | Reduced |
| Walker Asset Management, LLC | 2,659 | $303.0K | 0.19% | +117+4.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,663 | $303.4K | 0.04% | 00.0% | Unchanged |
| Plan A Wealth LLC | 2,665 | $303.6K | 0.28% | +2,665 | New |
| Oxford Asset Management LLP | 2,667 | $303.9K | 0.14% | +2,667 | New |
| Ruggaard & Associates LLC | 2,672 | $304.4K | 0.13% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 2,679 | $305.2K | 0.15% | −349−11.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,684 | $305.8K | 0.02% | −113−4.0% | Reduced |
| Proequities, Inc. | 2,585 | $306.5K | 0.02% | +105+4.2% | Added |
| Brown Brothers Harriman & Co | 2,697 | $307.3K | 0.00% | −5−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 2,702 | $307.8K | 0.15% | −100−3.6% | Reduced |
| Dividend Assets Capital, LLC | 2,704 | $308.1K | 0.06% | −100−3.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,719 | $309.0K | 0.14% | +108+4.1% | Added |
| McDaniel Terry & Co | 2,730 | $311.0K | 0.03% | −438−13.8% | Reduced |
| Panagora Asset Management Inc | 2,736 | $311.7K | 0.00% | −7,598−73.5% | Reduced |
| Stockman Wealth Management, Inc. | 2,738 | $311.9K | 0.05% | −280−9.3% | Reduced |
| OneAscent Financial Services LLC | 2,736 | $312.0K | 0.03% | +9+0.3% | Added |
| Empower Advisory Group, LLC | 2,742 | $312.4K | 0.00% | +279+11.3% | Added |
| Kanawha Capital Management LLC | 2,767 | $315.2K | 0.02% | +22+0.8% | Added |
| Jump Financial, LLC | 2,770 | $315.6K | 0.01% | +2,770 | New |
| Gratus Wealth Advisors, LLC | 2,777 | $316.4K | 0.05% | +14+0.5% | Added |