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 |
|---|---|---|---|---|---|
| AGH Wealth Advisors, LLC | 2,782 | $317.0K | 0.29% | +2,782 | New |
| Capital Advantage, Inc. | 2,783 | $317.1K | 0.06% | +2,783 | New |
| Summit Global Investments | 2,787 | $318.0K | 0.02% | −34−1.2% | Reduced |
| Catalina Capital Group, LLC | 2,805 | $319.6K | 0.11% | +33+1.2% | Added |
| Legacy Private Trust Co. | 2,812 | $320.4K | 0.02% | +678+31.8% | Added |
| Saxon Interests, Inc. | 2,820 | $321.3K | 0.14% | +361+14.7% | Added |
| IFG Advisory, LLC | 2,842 | $323.8K | 0.02% | +2,842 | New |
| Howard Capital Management Inc. | 2,843 | $323.9K | 0.01% | +144+5.3% | Added |
| Stiles Financial Services Inc | 2,854 | $324.9K | 0.12% | +15+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,856 | $325.4K | 0.02% | +5+0.2% | Added |
| Spire Wealth Management | 2,862 | $326.1K | 0.01% | −473−14.2% | Reduced |
| Paragon Capital Management Ltd | 2,871 | $327.1K | 0.07% | −28−1.0% | Reduced |
| Compass Capital Corp | 2,727 | $327.2K | 0.13% | +2,727 | New |
| Wintrust Investments LLC | 2,882 | $328.0K | 0.29% | −992−25.6% | Reduced |
| Diversify Advisory Services, LLC | 2,881 | $328.2K | 0.02% | +3+0.1% | Added |
| Clarius Group, LLC | 2,881 | $328.2K | 0.02% | −363−11.2% | Reduced |
| Advisory Alpha, LLC | 2,894 | $329.8K | 0.01% | +979+51.1% | Added |
| Greenfield Seitz Capital Management, LLC | 2,908 | $331.3K | 0.13% | −950−24.6% | Reduced |
| Magnus Financial Group LLC | 2,929 | $333.7K | 0.03% | −4−0.1% | Reduced |
| Close Asset Management Ltd | 2,935 | $334.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,937 | $334.7K | 0.02% | −708−19.4% | Reduced |
| JT Stratford LLC | 2,940 | $335.0K | 0.06% | −1,016−25.7% | Reduced |
| Intrinsic Value Partners, LLC | 2,949 | $336.0K | 0.34% | −140−4.5% | Reduced |
| Austin Private Wealth, LLC | 2,949 | $336.0K | 0.03% | +57+2.0% | Added |
| Post Resch Tallon Group Inc. | 2,939 | $336.3K | 0.32% | +2,939 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $337.0K | 0.25% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,972 | $338.6K | 0.19% | +76+2.6% | Added |
| Aries Wealth Management | 2,973 | $338.7K | 0.09% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,974 | $338.9K | 0.01% | +148+5.2% | Added |
| Callahan Advisors, LLC | 2,975 | $338.9K | 0.03% | +75+2.6% | Added |
| Modern Wealth Management, LLC | 2,981 | $339.6K | 0.01% | +1,456+95.5% | Added |
| Fort Sheridan Advisors LLC | 2,983 | $339.8K | 0.05% | +107+3.7% | Added |
| Cito Capital Group, LLC | 3,000 | $342.0K | 0.13% | 00.0% | Unchanged |
| Persium Advisors, LLC | 3,002 | $342.0K | 0.34% | +3,002 | New |
| Raiffeisen Bank International AG | 3,058 | $342.5K | 0.01% | +3,058 | New |
| Roman Butler Fullerton & Co | 2,786 | $343.0K | 0.11% | +107+4.0% | Added |
| E&G Advisors, LP | 3,017 | $343.7K | 0.09% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,021 | $344.2K | 0.13% | +9+0.3% | Added |
| Assetmark, Inc | 3,024 | $344.6K | 0.00% | +332+12.3% | Added |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,031 | $345.3K | 0.12% | −350−10.4% | Reduced |
| Davidson Trust Co | 3,036 | $345.9K | 0.18% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,040 | $346.3K | 0.01% | +312+11.4% | Added |
| Legacy Capital Wealth Partners, LLC | 3,046 | $347.1K | 0.09% | +8+0.3% | Added |
| Callan Capital, LLC | 3,047 | $347.1K | 0.03% | −100−3.2% | Reduced |
| Wealth Alliance | 3,053 | $347.8K | 0.04% | −439−12.6% | Reduced |
| Arete Wealth Advisors, LLC | 3,051 | $348.0K | 0.03% | +310+11.3% | Added |
| Moody National Bank Trust Division | 3,065 | $349.2K | 0.04% | −10.0% | Reduced |
| GHP Investment Advisors, Inc. | 3,073 | $350.1K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,081 | $351.0K | 0.12% | −147−4.6% | Reduced |
| PDS Planning, Inc | 3,083 | $351.2K | 0.03% | −86−2.7% | Reduced |
| Johnson Financial Group, Inc. | 2,980 | $351.3K | 0.02% | −2,859−49.0% | Reduced |
| Granite Group Advisors, LLC | 3,087 | $351.7K | 0.22% | −120−3.7% | Reduced |
| Alpha DNA Investment Management LLC | 3,089 | $351.9K | 0.19% | +200+6.9% | Added |
| Sharp Financial Services, LLC | 3,121 | $355.5K | 0.27% | −1,650−34.6% | Reduced |
| CoreFirst Bank & Trust | 3,148 | $358.7K | 0.21% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,149 | $358.8K | 0.07% | −200−6.0% | Reduced |
| Vista Investment Partners LLC | 3,158 | $359.8K | 0.11% | +248+8.5% | Added |
| Riverbend Wealth Management, LLC | 3,138 | $360.3K | 0.32% | +3,138 | New |
| Fidelis Capital Partners, LLC | 3,067 | $361.5K | 0.04% | +172+5.9% | Added |
| CX Institutional | 3,173 | $361.5K | 0.01% | +233+7.9% | Added |
| First National Bank Sioux Falls | 3,184 | $362.8K | 0.15% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,186 | $363.0K | 0.03% | +100+3.2% | Added |
| Plancorp, LLC | 3,192 | $363.6K | 0.01% | +329+11.5% | Added |
| Whittier Trust Co | 3,200 | $364.6K | 0.00% | −16−0.5% | Reduced |
| Univest Financial Corp | 3,201 | $364.7K | 0.02% | +5+0.2% | Added |
| Rossmore Private Capital | 3,204 | $365.0K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3,222 | $367.0K | 0.01% | +248+8.3% | Added |
| Petrus Trust Company, LTA | 3,223 | $367.2K | 0.04% | +669+26.2% | Added |
| Lake Street Advisors Group, LLC | 3,227 | $367.7K | 0.02% | +106+3.4% | Added |
| Athena Investment Management | 3,249 | $370.2K | 0.21% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 3,260 | $371.4K | 0.23% | +37+1.1% | Added |
| Longfellow Investment Management Co LLC | 3,262 | $371.6K | 0.10% | +956+41.5% | Added |
| Clear Harbor Asset Management, LLC | 3,264 | $371.9K | 0.03% | +3,264 | New |
| Runnymede Capital Advisors, Inc. | 3,265 | $372.0K | 0.32% | +3,265 | New |
| LCNB Corp | 3,272 | $372.8K | 0.14% | 00.0% | Unchanged |
| Perpetual Ltd | 3,278 | $373.5K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,278 | $373.5K | 0.04% | +29+0.9% | Added |
| Blue Edge Capital, LLC | 3,286 | $374.4K | 0.06% | +4+0.1% | Added |
| Ambassador Advisors, LLC | 3,287 | $374.5K | 0.06% | −243−6.9% | Reduced |
| Tanager Wealth Management LLP | 3,288 | $374.6K | 0.05% | +8+0.2% | Added |
| Joel Isaacson & Co., LLC | 3,300 | $375.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,300 | $376.0K | 0.03% | −124−3.6% | Reduced |
| Callan Family Office, LLC | 3,305 | $376.5K | 0.02% | +3,305 | New |
| Independence Bank of Kentucky | 3,314 | $377.6K | 0.06% | +1,748+111.6% | Added |
| Good Life Advisors, LLC | 3,318 | $378.0K | 0.03% | −321−8.8% | Reduced |
| Allen Investment Management LLC | 3,318 | $378.0K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 3,325 | $378.8K | 0.42% | +3,325 | New |
| Chesapeake Asset Management LLC | 3,327 | $379.0K | 0.35% | +107+3.3% | Added |
| LexAurum Advisors, LLC | 3,339 | $380.4K | 0.08% | +3,339 | New |
| Rossby Financial, LCC | 3,340 | $380.5K | 0.24% | +3,340 | New |
| Tennessee Valley Asset Management Partners | 3,349 | $381.5K | 0.06% | +24+0.7% | Added |
| Wedgewood Investors Inc | 3,350 | $381.7K | 0.45% | −50−1.5% | Reduced |
| MSH Capital Advisors LLC | 3,355 | $382.3K | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,367 | $383.6K | 0.15% | +18+0.5% | Added |
| Excalibur Management Corp | 3,377 | $384.7K | 0.15% | −13−0.4% | Reduced |
| Courier Capital LLC | 3,381 | $385.2K | 0.03% | −147−4.2% | Reduced |
| Smartleaf Asset Management LLC | 3,444 | $385.8K | 0.04% | +556+19.3% | Added |
| Founders Financial Securities LLC | 3,387 | $385.9K | 0.03% | +175+5.4% | Added |
| Uniting Wealth Partners, LLC | 3,399 | $387.3K | 0.19% | +3,399 | New |