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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 5,137 | $585.3K | 0.05% | −5−0.1% | Reduced |
| Larson Financial Group LLC | 5,133 | $584.8K | 0.03% | +600+13.2% | Added |
| Atomi Financial Group, Inc. | 5,122 | $583.6K | 0.03% | −678−11.7% | Reduced |
| Premier Path Wealth Partners, LLC | 5,103 | $581.4K | 0.09% | −554−9.8% | Reduced |
| EPG Wealth Management LLC | 5,086 | $579.4K | 0.15% | +191+3.9% | Added |
| Archer Investment Corp | 5,074 | $578.1K | 0.15% | +3,501+222.6% | Added |
| Harbor Investment Advisory, LLC | 5,072 | $577.9K | 0.05% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 5,053 | $575.7K | 0.24% | +5,053 | New |
| Abundance Wealth Counselors | 5,043 | $575.0K | 0.13% | −81−1.6% | Reduced |
| Charter Trust Co | 5,038 | $574.0K | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,022 | $572.2K | 0.15% | +5,022 | New |
| Merrion Investment Management Co, LLC | 5,000 | $569.6K | 0.40% | −350−6.5% | Reduced |
| Bryce Point Capital, LLC | 4,996 | $569.2K | 0.16% | +4,996 | New |
| Exchange Traded Concepts, LLC | 4,994 | $569.0K | 0.01% | −489−8.9% | Reduced |
| Ameritas Advisory Services, LLC | 4,983 | $567.7K | 0.02% | −1,652−24.9% | Reduced |
| Garrison Point Advisors, LLC | 4,955 | $564.5K | 0.27% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 4,935 | $562.2K | 0.39% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,934 | $562.2K | 0.03% | +239+5.1% | Added |
| Probity Advisors, Inc. | 4,928 | $561.4K | 0.11% | +142+3.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,831 | $560.3K | 0.26% | +4+0.1% | Added |
| CFS Investment Advisory Services, LLC | 4,885 | $557.0K | 0.05% | −10−0.2% | Reduced |
| Centiva Capital, LP | 4,884 | $556.4K | 0.02% | −7,072−59.2% | Reduced |
| Elm3 Financial Group, LLC | 4,881 | $556.1K | 0.47% | +4,881 | New |
| Jackson Hole Capital Partners, LLC | 4,877 | $555.6K | 0.11% | +3+0.1% | Added |
| Cornerstone Wealth Group, LLC | 4,872 | $555.1K | 0.05% | +120+2.5% | Added |
| Flputnam Investment Management Co | 4,863 | $554.0K | 0.01% | −47−1.0% | Reduced |
| Moment Partners, LLC | 4,841 | $551.5K | 0.11% | +4,841 | New |
| Lincoln Capital LLC | 4,841 | $551.5K | 0.12% | +19+0.4% | Added |
| Financial Advisory Service, Inc. | 4,825 | $549.7K | 0.05% | −121−2.4% | Reduced |
| Fulton Bank, N.A. | 4,792 | $546.0K | 0.02% | +404+9.2% | Added |
| Trust Co of Vermont | 4,780 | $544.6K | 0.03% | +157+3.4% | Added |
| Investors Research Corp | 4,776 | $544.1K | 0.12% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,749 | $541.1K | 0.04% | −2,755−36.7% | Reduced |
| Waldron Private Wealth LLC | 4,732 | $539.1K | 0.02% | −347−6.8% | Reduced |
| Ci Investments Inc. | 4,735 | $539.0K | 0.00% | +2,742+137.6% | Added |
| KCM Investment Advisors LLC | 4,727 | $538.5K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,707 | $536.3K | 0.01% | +4,707 | New |
| Foundations Investment Advisors, LLC | 4,700 | $535.5K | 0.01% | +721+18.1% | Added |
| Autumn Glory Partners, LLC | 4,690 | $534.3K | 0.26% | −1,050−18.3% | Reduced |
| North Star Investment Management Corp. | 4,678 | $533.0K | 0.04% | +4+0.1% | Added |
| Atlas Legacy Advisors, LLC | 4,657 | $530.6K | 0.13% | +4,657 | New |
| Inceptionr LLC | 4,653 | $530.1K | 0.12% | +1,828+64.7% | Added |
| Means Investment Co., Inc. | 4,651 | $529.8K | 0.06% | −18−0.4% | Reduced |
| LVM Capital Management Ltd | 4,645 | $529.0K | 0.06% | −77−1.6% | Reduced |
| Dynasty Wealth Management, LLC | 4,636 | $528.2K | 0.01% | −1,854−28.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,616 | $525.9K | 0.03% | +4,616 | New |
| S.A. Mason LLC | 4,579 | $521.7K | 0.27% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,574 | $521.1K | 0.02% | −287−5.9% | Reduced |
| Connecticut Wealth Management, LLC | 4,561 | $519.6K | 0.03% | −2,400−34.5% | Reduced |
| Dogwood Wealth Management LLC | 4,559 | $519.4K | 0.27% | +693+17.9% | Added |
| Invst, LLC | 4,554 | $518.9K | 0.06% | −1,647−26.6% | Reduced |
| Strategic Wealth Designers | 6,465 | $516.4K | 0.03% | +6,465 | New |
| Nikko Asset Management Americas, Inc. | 4,490 | $511.5K | 0.01% | −661−12.8% | Reduced |
| Quadrant Capital Group LLC | 4,481 | $510.5K | 0.04% | −605−11.9% | Reduced |
| Generali Investments, Management Co LLC | 4,462 | $508.4K | 0.13% | +4,462 | New |
| Boston Private Wealth LLC | 4,453 | $507.3K | 0.01% | +4,453 | New |
| Sunbelt Securities, Inc. | 4,510 | $505.0K | 0.04% | +483+12.0% | Added |
| Peregrine Asset Advisers, Inc. | 4,430 | $504.7K | 0.19% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,427 | $504.4K | 0.15% | −1,242−21.9% | Reduced |
| Richwood Investment Advisors, LLC | 4,425 | $504.1K | 0.42% | −155−3.4% | Reduced |
| Patron Partners Advisors, LLC | 4,411 | $502.5K | 0.27% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,384 | $499.5K | 0.01% | −229−5.0% | Reduced |
| Geneos Wealth Management Inc. | 4,375 | $498.5K | 0.02% | +9+0.2% | Added |
| NVWM, LLC | 4,370 | $497.9K | 0.13% | −3,885−47.1% | Reduced |
| Cigna Investments Inc | 4,314 | $491.0K | 0.09% | −80−1.8% | Reduced |
| Old Point Trust & Financial Services N A | 4,309 | $490.9K | 0.17% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 4,300 | $489.9K | 0.41% | +421+10.9% | Added |
| WP Advisors, LLC | 4,282 | $487.8K | 0.16% | +537+14.3% | Added |
| 49 Wealth Management, LLC | 4,260 | $485.3K | 0.07% | +46+1.1% | Added |
| Citizens Financial Group Inc | 4,247 | $483.8K | 0.01% | −1,651−28.0% | Reduced |
| West Paces Advisors Inc. | 4,241 | $483.2K | 0.12% | −438−9.4% | Reduced |
| Angeles Wealth Management, LLC | 4,235 | $482.5K | 0.04% | −10.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,233 | $482.3K | 0.04% | −27,351−86.6% | Reduced |
| Evergreen Capital Management LLC | 4,231 | $482.0K | 0.02% | −152−3.5% | Reduced |
| Pitcairn Co | 4,229 | $481.8K | 0.03% | +12+0.3% | Added |
| SignalPoint Asset Management, LLC | 4,228 | $481.7K | 0.12% | −21−0.5% | Reduced |
| Quest Partners LLC | 4,208 | $479.4K | 0.06% | +959+29.5% | Added |
| J2 Capital Management Inc | 4,199 | $478.4K | 0.45% | +4,199 | New |
| Johnson & White Wealth Management, LLC | 4,180 | $478.0K | 0.29% | +4,180 | New |
| Vanguard Capital Wealth Advisors | 4,190 | $477.3K | 0.52% | −1,898−31.2% | Reduced |
| WESPAC Advisors, LLC | 4,185 | $476.8K | 0.35% | +235+5.9% | Added |
| Lighthouse Investment Partners, LLC | 4,180 | $476.2K | 0.02% | +4,180 | New |
| Sheaff Brock Investment Advisors, LLC | 4,171 | $475.2K | 0.04% | +8+0.2% | Added |
| OmniStar Financial Group, Inc. | 4,170 | $475.0K | 0.38% | −1,368−24.7% | Reduced |
| 111 Capital | 4,159 | $473.8K | 0.10% | +4,159 | New |
| Mill Capital Management, LLC | 4,145 | $472.2K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,145 | $472.2K | 0.01% | +1,211+41.3% | Added |
| 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 |
| SAM Advisors, LLC | 4,136 | $470.9K | 0.17% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,122 | $469.6K | 0.23% | +20.0% | Added |
| Estabrook Capital Management | 4,109 | $468.1K | 0.07% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,075 | $464.3K | 0.22% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 4,070 | $463.7K | 0.49% | −100−2.4% | Reduced |
| Nilsine Partners, LLC | 4,059 | $462.5K | 0.05% | +1,464+56.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,052 | $461.6K | 0.04% | −699−14.7% | Reduced |
| Clifford Group, LLC | 4,035 | $459.7K | 0.35% | −274−6.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,029 | $459.1K | 0.03% | −323−7.4% | Reduced |
| Cadinha & Co LLC | 4,020 | $458.0K | 0.08% | −60−1.5% | Reduced |
| Bridges Investment Management Inc | 4,017 | $457.7K | 0.01% | +4+0.1% | Added |