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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 4,180 | $476.2K | 0.02% | +4,180 | New |
| WESPAC Advisors, LLC | 4,185 | $476.8K | 0.35% | +235+5.9% | Added |
| Vanguard Capital Wealth Advisors | 4,190 | $477.3K | 0.52% | −1,898−31.2% | Reduced |
| Johnson & White Wealth Management, LLC | 4,180 | $478.0K | 0.29% | +4,180 | New |
| J2 Capital Management Inc | 4,199 | $478.4K | 0.45% | +4,199 | New |
| Quest Partners LLC | 4,208 | $479.4K | 0.06% | +959+29.5% | Added |
| SignalPoint Asset Management, LLC | 4,228 | $481.7K | 0.12% | −21−0.5% | Reduced |
| Pitcairn Co | 4,229 | $481.8K | 0.03% | +12+0.3% | Added |
| Evergreen Capital Management LLC | 4,231 | $482.0K | 0.02% | −152−3.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,233 | $482.3K | 0.04% | −27,351−86.6% | Reduced |
| Angeles Wealth Management, LLC | 4,235 | $482.5K | 0.04% | −10.0% | Reduced |
| West Paces Advisors Inc. | 4,241 | $483.2K | 0.12% | −438−9.4% | Reduced |
| Citizens Financial Group Inc | 4,247 | $483.8K | 0.01% | −1,651−28.0% | Reduced |
| 49 Wealth Management, LLC | 4,260 | $485.3K | 0.07% | +46+1.1% | Added |
| WP Advisors, LLC | 4,282 | $487.8K | 0.16% | +537+14.3% | Added |
| Bennett Associates Wealth Management | 4,300 | $489.9K | 0.41% | +421+10.9% | Added |
| Old Point Trust & Financial Services N A | 4,309 | $490.9K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,314 | $491.0K | 0.09% | −80−1.8% | Reduced |
| NVWM, LLC | 4,370 | $497.9K | 0.13% | −3,885−47.1% | Reduced |
| Geneos Wealth Management Inc. | 4,375 | $498.5K | 0.02% | +9+0.2% | Added |
| Modera Wealth Management, LLC | 4,384 | $499.5K | 0.01% | −229−5.0% | Reduced |
| Patron Partners Advisors, LLC | 4,411 | $502.5K | 0.27% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,425 | $504.1K | 0.42% | −155−3.4% | Reduced |
| Net Worth Advisory Group | 4,427 | $504.4K | 0.15% | −1,242−21.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $504.7K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,510 | $505.0K | 0.04% | +483+12.0% | Added |
| Boston Private Wealth LLC | 4,453 | $507.3K | 0.01% | +4,453 | New |
| Generali Investments, Management Co LLC | 4,462 | $508.4K | 0.13% | +4,462 | New |
| Quadrant Capital Group LLC | 4,481 | $510.5K | 0.04% | −605−11.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 4,490 | $511.5K | 0.01% | −661−12.8% | Reduced |
| Strategic Wealth Designers | 6,465 | $516.4K | 0.03% | +6,465 | New |
| Invst, LLC | 4,554 | $518.9K | 0.06% | −1,647−26.6% | Reduced |
| Dogwood Wealth Management LLC | 4,559 | $519.4K | 0.27% | +693+17.9% | Added |
| Connecticut Wealth Management, LLC | 4,561 | $519.6K | 0.03% | −2,400−34.5% | Reduced |
| Focus Financial Network, Inc. | 4,574 | $521.1K | 0.02% | −287−5.9% | Reduced |
| S.A. Mason LLC | 4,579 | $521.7K | 0.27% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 4,616 | $525.9K | 0.03% | +4,616 | New |
| Dynasty Wealth Management, LLC | 4,636 | $528.2K | 0.01% | −1,854−28.6% | Reduced |
| LVM Capital Management Ltd | 4,645 | $529.0K | 0.06% | −77−1.6% | Reduced |
| Means Investment Co., Inc. | 4,651 | $529.8K | 0.06% | −18−0.4% | Reduced |
| Inceptionr LLC | 4,653 | $530.1K | 0.12% | +1,828+64.7% | Added |
| Atlas Legacy Advisors, LLC | 4,657 | $530.6K | 0.13% | +4,657 | New |
| North Star Investment Management Corp. | 4,678 | $533.0K | 0.04% | +4+0.1% | Added |
| Autumn Glory Partners, LLC | 4,690 | $534.3K | 0.26% | −1,050−18.3% | Reduced |
| Foundations Investment Advisors, LLC | 4,700 | $535.5K | 0.01% | +721+18.1% | Added |
| Banco Santander, S.A. | 4,707 | $536.3K | 0.01% | +4,707 | New |
| KCM Investment Advisors LLC | 4,727 | $538.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,735 | $539.0K | 0.00% | +2,742+137.6% | Added |
| Waldron Private Wealth LLC | 4,732 | $539.1K | 0.02% | −347−6.8% | Reduced |
| Trustmark National Bank Trust Department | 4,749 | $541.1K | 0.04% | −2,755−36.7% | Reduced |
| Investors Research Corp | 4,776 | $544.1K | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,780 | $544.6K | 0.03% | +157+3.4% | Added |
| Fulton Bank, N.A. | 4,792 | $546.0K | 0.02% | +404+9.2% | Added |
| Financial Advisory Service, Inc. | 4,825 | $549.7K | 0.05% | −121−2.4% | Reduced |
| Lincoln Capital LLC | 4,841 | $551.5K | 0.12% | +19+0.4% | Added |
| Moment Partners, LLC | 4,841 | $551.5K | 0.11% | +4,841 | New |
| Flputnam Investment Management Co | 4,863 | $554.0K | 0.01% | −47−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 4,872 | $555.1K | 0.05% | +120+2.5% | Added |
| Jackson Hole Capital Partners, LLC | 4,877 | $555.6K | 0.11% | +3+0.1% | Added |
| Elm3 Financial Group, LLC | 4,881 | $556.1K | 0.47% | +4,881 | New |
| Centiva Capital, LP | 4,884 | $556.4K | 0.02% | −7,072−59.2% | Reduced |
| CFS Investment Advisory Services, LLC | 4,885 | $557.0K | 0.05% | −10−0.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,831 | $560.3K | 0.26% | +4+0.1% | Added |
| Probity Advisors, Inc. | 4,928 | $561.4K | 0.11% | +142+3.0% | Added |
| EverSource Wealth Advisors, LLC | 4,934 | $562.2K | 0.03% | +239+5.1% | Added |
| Islay Capital Management, LLC | 4,935 | $562.2K | 0.39% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,955 | $564.5K | 0.27% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,983 | $567.7K | 0.02% | −1,652−24.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,994 | $569.0K | 0.01% | −489−8.9% | Reduced |
| Bryce Point Capital, LLC | 4,996 | $569.2K | 0.16% | +4,996 | New |
| Merrion Investment Management Co, LLC | 5,000 | $569.6K | 0.40% | −350−6.5% | Reduced |
| Augustine Asset Management Inc | 5,022 | $572.2K | 0.15% | +5,022 | New |
| Charter Trust Co | 5,038 | $574.0K | 0.04% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 5,043 | $575.0K | 0.13% | −81−1.6% | Reduced |
| Farringdon Capital, Ltd. | 5,053 | $575.7K | 0.24% | +5,053 | New |
| Harbor Investment Advisory, LLC | 5,072 | $577.9K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 5,074 | $578.1K | 0.15% | +3,501+222.6% | Added |
| EPG Wealth Management LLC | 5,086 | $579.4K | 0.15% | +191+3.9% | Added |
| Premier Path Wealth Partners, LLC | 5,103 | $581.4K | 0.09% | −554−9.8% | Reduced |
| Atomi Financial Group, Inc. | 5,122 | $583.6K | 0.03% | −678−11.7% | Reduced |
| Larson Financial Group LLC | 5,133 | $584.8K | 0.03% | +600+13.2% | Added |
| Weatherly Asset Management L. P. | 5,137 | $585.3K | 0.05% | −5−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,157 | $587.5K | 0.09% | −613−10.6% | Reduced |
| Trust Co of Toledo NA | 5,169 | $588.9K | 0.08% | −422−7.5% | Reduced |
| Readystate Asset Management LP | 5,173 | $589.4K | 0.02% | +5,173 | New |
| Armor Investment Advisors, LLC | 5,186 | $590.8K | 0.24% | −278−5.1% | Reduced |
| Montecito Bank & Trust | 5,204 | $592.9K | 0.10% | +765+17.2% | Added |
| Symphony Financial, Ltd. Co. | 4,936 | $594.7K | 0.09% | −167−3.3% | Reduced |
| AA Financial Advisors, LLC | 5,256 | $598.8K | 0.16% | +415+8.6% | Added |
| Saturna Capital CORP | 5,268 | $600.2K | 0.01% | +3,539+204.7% | Added |
| First American Trust, FSB | 5,321 | $606.2K | 0.06% | −908−14.6% | Reduced |
| Whitener Capital Management, Inc. | 5,348 | $609.3K | 0.17% | −71−1.3% | Reduced |
| Aull & Monroe Investment Management Corp | 5,352 | $609.8K | 0.31% | −725−11.9% | Reduced |
| Worth Financial Advisory Group, LLC | 5,359 | $610.6K | 0.38% | −75−1.4% | Reduced |
| Strategy Asset Managers LLC | 5,375 | $612.4K | 0.12% | −1,084−16.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,388 | $613.8K | 0.02% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 5,392 | $614.3K | 0.03% | −940−14.8% | Reduced |
| Petros Family Wealth, LLC | 5,398 | $615.0K | 0.66% | +5,398 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,414 | $616.8K | 0.10% | +5+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 5,490 | $625.5K | 0.03% | +241+4.6% | Added |