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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 3,420 | $389.6K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 3,423 | $389.9K | 0.03% | +167+5.1% | Added |
| Mayflower Financial Advisors, LLC | 3,432 | $391.0K | 0.06% | +30+0.9% | Added |
| Second Line Capital, LLC | 3,434 | $391.2K | 0.11% | +343+11.1% | Added |
| Welch Group, LLC | 3,494 | $391.3K | 0.02% | −153−4.2% | Reduced |
| Corbyn Investment Management Inc | 3,441 | $392.0K | 0.14% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,456 | $393.8K | 0.04% | +299+9.5% | Added |
| Old North State Trust, LLC | 3,454 | $394.0K | 0.25% | +1,923+125.6% | Added |
| Custom Index Systems, LLC | 3,463 | $394.5K | 0.21% | −281−7.5% | Reduced |
| Woodmont Investment Counsel LLC | 3,465 | $394.8K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,473 | $395.7K | 0.16% | −990−22.2% | Reduced |
| Whalerock Point Partners, LLC | 3,490 | $397.6K | 0.09% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $398.8K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 3,510 | $399.9K | 0.17% | +3,510 | New |
| Zions Bancorporation, N.A. | 3,528 | $401.9K | 0.03% | +1,136+47.5% | Added |
| Harbor Advisors LLC | 3,541 | $403.4K | 0.06% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,547 | $404.1K | 0.25% | +2+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $404.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,553 | $404.7K | 0.01% | −3,415−49.0% | Reduced |
| Perigon Wealth Management, LLC | 3,391 | $405.7K | 0.01% | −443−11.6% | Reduced |
| Hanson & Doremus Investment Management | 3,560 | $406.0K | 0.06% | −16−0.4% | Reduced |
| Empire Financial Management Company, LLC | 3,571 | $406.9K | 0.13% | +125+3.6% | Added |
| BKD Wealth Advisors, LLC | 3,572 | $407.0K | 0.01% | −11−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,585 | $408.4K | 0.03% | −896−20.0% | Reduced |
| Biltmore Wealth Management, LLC | 3,590 | $409.0K | 0.17% | +22+0.6% | Added |
| Uncommon Cents Investing LLC | 3,592 | $409.2K | 0.12% | −105−2.8% | Reduced |
| Graypoint LLC | 3,603 | $410.4K | 0.02% | −955−21.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,611 | $411.3K | 0.04% | −373−9.4% | Reduced |
| Corps Capital Advisors, LLC | 3,612 | $411.5K | 0.42% | +3,612 | New |
| First Citizens Bank & Trust Co | 3,613 | $411.6K | 0.01% | +522+16.9% | Added |
| RDA Financial Network | 3,619 | $412.3K | 0.12% | +174+5.1% | Added |
| Everhart Financial Group, Inc. | 3,623 | $412.8K | 0.08% | +111+3.2% | Added |
| Aaron Wealth Advisors | 3,635 | $414.1K | 0.05% | +420+13.1% | Added |
| Roundview Capital LLC | 3,640 | $414.7K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,643 | $415.0K | 0.03% | +252+7.4% | Added |
| Harbour Investments, Inc. | 3,660 | $417.0K | 0.01% | +385+11.8% | Added |
| Savvy Advisors, Inc. | 3,663 | $417.3K | 0.05% | +649+21.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,665 | $417.6K | 0.01% | +473+14.8% | Added |
| Scotia Capital Inc. | 3,675 | $418.7K | 0.00% | −5,438−59.7% | Reduced |
| Weaver Consulting Group | 3,712 | $422.9K | 0.13% | −10−0.3% | Reduced |
| Schnieders Capital Management LLC | 3,713 | $423.0K | 0.08% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 3,719 | $423.6K | 0.06% | −458−11.0% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $424.4K | 0.20% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,739 | $426.0K | 0.21% | −125−3.2% | Reduced |
| Foster & Motley Inc | 3,743 | $426.0K | 0.03% | −143−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 3,783 | $431.0K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,799 | $432.8K | 0.01% | +140+3.8% | Added |
| SeaCrest Wealth Management, LLC | 3,799 | $432.9K | 0.05% | −1,288−25.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,800 | $432.9K | 0.11% | −600−13.6% | Reduced |
| West Tower Group, LLC | 3,800 | $432.9K | 0.96% | +1,600+72.7% | Added |
| Frank, Rimerman Advisors LLC | 3,802 | $433.2K | 0.03% | −6,064−61.5% | Reduced |
| Harbour Trust & Investment Management Co | 3,811 | $434.2K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,816 | $434.8K | 0.04% | −645−14.5% | Reduced |
| Southland Equity Partners LLC | 3,818 | $435.0K | 0.10% | +573+17.7% | Added |
| Atlas Capital Advisors LLC | 3,820 | $435.2K | 0.06% | −582−13.2% | Reduced |
| Three Seasons Wealth, LLC | 3,826 | $435.9K | 0.21% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 3,830 | $436.0K | 0.42% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,835 | $436.9K | 0.01% | −5,534−59.1% | Reduced |
| Conning Inc. | 3,838 | $437.3K | 0.02% | −55−1.4% | Reduced |
| Spinnaker Trust | 3,838 | $437.3K | 0.03% | +20+0.5% | Added |
| Argyle Capital Partners, LLC | 3,847 | $438.3K | 0.38% | +3,847 | New |
| John G Ullman & Associates Inc | 3,850 | $438.6K | 0.06% | −100−2.5% | Reduced |
| Ballew Advisors, Inc | 3,803 | $441.0K | 0.28% | −36−0.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,872 | $441.1K | 0.05% | +24+0.6% | Added |
| Princeton Global Asset Management LLC | 3,873 | $441.2K | 0.08% | +4+0.1% | Added |
| Nwam LLC | 3,876 | $441.6K | 0.03% | +85+2.2% | Added |
| New Century Financial Group, LLC | 3,813 | $442.7K | 0.19% | −847−18.2% | Reduced |
| Gryphon Financial Partners LLC | 3,886 | $442.7K | 0.06% | −124−3.1% | Reduced |
| Field & Main Bank | 3,888 | $442.9K | 0.16% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,892 | $443.4K | 0.02% | −231−5.6% | Reduced |
| CWA Asset Management Group, LLC | 3,908 | $445.2K | 0.02% | +2,055+110.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,915 | $446.0K | 0.00% | −1,788−31.4% | Reduced |
| Advisor OS, LLC | 3,955 | $450.6K | 0.05% | −140−3.4% | Reduced |
| Kolinsky Wealth Management, LLC | 3,968 | $452.1K | 0.28% | +18+0.5% | Added |
| Kuhn & Co Investment Counsel | 3,968 | $452.1K | 0.38% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 3,972 | $452.5K | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,983 | $453.8K | 0.02% | −745−15.8% | Reduced |
| Vaughan David Investments LLC | 3,981 | $454.0K | 0.01% | −400−9.1% | Reduced |
| Change Path, LLC | 3,997 | $455.4K | 0.01% | +300+8.1% | Added |
| Outfitter Financial LLC | 4,000 | $455.7K | 0.36% | 00.0% | Unchanged |
| Payden & Rygel | 4,000 | $456.0K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,005 | $456.3K | 0.23% | +96+2.5% | Added |
| Bridges Investment Management Inc | 4,017 | $457.7K | 0.01% | +4+0.1% | Added |
| Cadinha & Co LLC | 4,020 | $458.0K | 0.08% | −60−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 4,029 | $459.1K | 0.03% | −323−7.4% | Reduced |
| Clifford Group, LLC | 4,035 | $459.7K | 0.35% | −274−6.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,052 | $461.6K | 0.04% | −699−14.7% | Reduced |
| Nilsine Partners, LLC | 4,059 | $462.5K | 0.05% | +1,464+56.4% | Added |
| Smart Portfolios, LLC | 4,070 | $463.7K | 0.49% | −100−2.4% | Reduced |
| Peoples Financial Services Corp. | 4,075 | $464.3K | 0.22% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,109 | $468.1K | 0.07% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,122 | $469.6K | 0.23% | +20.0% | Added |
| SAM Advisors, LLC | 4,136 | $470.9K | 0.17% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,137 | $471.3K | 0.36% | −205−4.7% | Reduced |
| Roberts Glore & Co Inc | 4,137 | $471.3K | 0.14% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,145 | $472.2K | 0.01% | +1,211+41.3% | Added |
| Mill Capital Management, LLC | 4,145 | $472.2K | 0.04% | 00.0% | Unchanged |
| 111 Capital | 4,159 | $473.8K | 0.10% | +4,159 | New |
| OmniStar Financial Group, Inc. | 4,170 | $475.0K | 0.38% | −1,368−24.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,171 | $475.2K | 0.04% | +8+0.2% | Added |