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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 4,005 | $456.3K | 0.23% | +96+2.5% | Added |
| Payden & Rygel | 4,000 | $456.0K | 0.04% | 00.0% | Unchanged |
| Outfitter Financial LLC | 4,000 | $455.7K | 0.36% | 00.0% | Unchanged |
| Change Path, LLC | 3,997 | $455.4K | 0.01% | +300+8.1% | Added |
| Vaughan David Investments LLC | 3,981 | $454.0K | 0.01% | −400−9.1% | Reduced |
| Venturi Wealth Management, LLC | 3,983 | $453.8K | 0.02% | −745−15.8% | Reduced |
| Roof Eidam & Maycock | 3,972 | $452.5K | 0.12% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,968 | $452.1K | 0.38% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,968 | $452.1K | 0.28% | +18+0.5% | Added |
| Advisor OS, LLC | 3,955 | $450.6K | 0.05% | −140−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,915 | $446.0K | 0.00% | −1,788−31.4% | Reduced |
| CWA Asset Management Group, LLC | 3,908 | $445.2K | 0.02% | +2,055+110.9% | Added |
| Robertson Stephens Wealth Management, LLC | 3,892 | $443.4K | 0.02% | −231−5.6% | Reduced |
| Field & Main Bank | 3,888 | $442.9K | 0.16% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,886 | $442.7K | 0.06% | −124−3.1% | Reduced |
| New Century Financial Group, LLC | 3,813 | $442.7K | 0.19% | −847−18.2% | Reduced |
| Nwam LLC | 3,876 | $441.6K | 0.03% | +85+2.2% | Added |
| Princeton Global Asset Management LLC | 3,873 | $441.2K | 0.08% | +4+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 3,872 | $441.1K | 0.05% | +24+0.6% | Added |
| Ballew Advisors, Inc | 3,803 | $441.0K | 0.28% | −36−0.9% | Reduced |
| John G Ullman & Associates Inc | 3,850 | $438.6K | 0.06% | −100−2.5% | Reduced |
| Argyle Capital Partners, LLC | 3,847 | $438.3K | 0.38% | +3,847 | New |
| Conning Inc. | 3,838 | $437.3K | 0.02% | −55−1.4% | Reduced |
| Spinnaker Trust | 3,838 | $437.3K | 0.03% | +20+0.5% | Added |
| Walleye Trading LLC | 3,835 | $436.9K | 0.01% | −5,534−59.1% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $436.0K | 0.42% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,826 | $435.9K | 0.21% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,820 | $435.2K | 0.06% | −582−13.2% | Reduced |
| Southland Equity Partners LLC | 3,818 | $435.0K | 0.10% | +573+17.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,816 | $434.8K | 0.04% | −645−14.5% | Reduced |
| Harbour Trust & Investment Management Co | 3,811 | $434.2K | 0.05% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,802 | $433.2K | 0.03% | −6,064−61.5% | 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 |
| SeaCrest Wealth Management, LLC | 3,799 | $432.9K | 0.05% | −1,288−25.3% | Reduced |
| Freestone Capital Holdings, LLC | 3,799 | $432.8K | 0.01% | +140+3.8% | Added |
| Gamco Investors, Inc. Et Al | 3,783 | $431.0K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,743 | $426.0K | 0.03% | −143−3.7% | Reduced |
| Riverwater Partners LLC | 3,739 | $426.0K | 0.21% | −125−3.2% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $424.4K | 0.20% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 3,719 | $423.6K | 0.06% | −458−11.0% | Reduced |
| Schnieders Capital Management LLC | 3,713 | $423.0K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,712 | $422.9K | 0.13% | −10−0.3% | Reduced |
| Scotia Capital Inc. | 3,675 | $418.7K | 0.00% | −5,438−59.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,665 | $417.6K | 0.01% | +473+14.8% | Added |
| Savvy Advisors, Inc. | 3,663 | $417.3K | 0.05% | +649+21.5% | Added |
| Harbour Investments, Inc. | 3,660 | $417.0K | 0.01% | +385+11.8% | Added |
| Hills Bank & Trust Co | 3,643 | $415.0K | 0.03% | +252+7.4% | Added |
| Roundview Capital LLC | 3,640 | $414.7K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,635 | $414.1K | 0.05% | +420+13.1% | Added |
| Everhart Financial Group, Inc. | 3,623 | $412.8K | 0.08% | +111+3.2% | Added |
| RDA Financial Network | 3,619 | $412.3K | 0.12% | +174+5.1% | Added |
| First Citizens Bank & Trust Co | 3,613 | $411.6K | 0.01% | +522+16.9% | Added |
| Corps Capital Advisors, LLC | 3,612 | $411.5K | 0.42% | +3,612 | New |
| Brandywine Oak Private Wealth LLC | 3,611 | $411.3K | 0.04% | −373−9.4% | Reduced |
| Graypoint LLC | 3,603 | $410.4K | 0.02% | −955−21.0% | Reduced |
| Uncommon Cents Investing LLC | 3,592 | $409.2K | 0.12% | −105−2.8% | Reduced |
| Biltmore Wealth Management, LLC | 3,590 | $409.0K | 0.17% | +22+0.6% | Added |
| Schechter Investment Advisors, LLC | 3,585 | $408.4K | 0.03% | −896−20.0% | Reduced |
| BKD Wealth Advisors, LLC | 3,572 | $407.0K | 0.01% | −11−0.3% | Reduced |
| Empire Financial Management Company, LLC | 3,571 | $406.9K | 0.13% | +125+3.6% | Added |
| Hanson & Doremus Investment Management | 3,560 | $406.0K | 0.06% | −16−0.4% | Reduced |
| Perigon Wealth Management, LLC | 3,391 | $405.7K | 0.01% | −443−11.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,553 | $404.7K | 0.01% | −3,415−49.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $404.6K | 0.00% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,547 | $404.1K | 0.25% | +2+0.1% | Added |
| Harbor Advisors LLC | 3,541 | $403.4K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,528 | $401.9K | 0.03% | +1,136+47.5% | Added |
| 1248 Management, LLC | 3,510 | $399.9K | 0.17% | +3,510 | New |
| Hennessy Advisors Inc | 3,500 | $398.8K | 0.01% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,490 | $397.6K | 0.09% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,473 | $395.7K | 0.16% | −990−22.2% | Reduced |
| Woodmont Investment Counsel LLC | 3,465 | $394.8K | 0.03% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,463 | $394.5K | 0.21% | −281−7.5% | Reduced |
| Old North State Trust, LLC | 3,454 | $394.0K | 0.25% | +1,923+125.6% | Added |
| Soltis Investment Advisors LLC | 3,456 | $393.8K | 0.04% | +299+9.5% | Added |
| Corbyn Investment Management Inc | 3,441 | $392.0K | 0.14% | 00.0% | Unchanged |
| Welch Group, LLC | 3,494 | $391.3K | 0.02% | −153−4.2% | Reduced |
| Second Line Capital, LLC | 3,434 | $391.2K | 0.11% | +343+11.1% | Added |
| Mayflower Financial Advisors, LLC | 3,432 | $391.0K | 0.06% | +30+0.9% | Added |
| Keel Point, LLC | 3,423 | $389.9K | 0.03% | +167+5.1% | Added |
| Castleark Management LLC | 3,420 | $389.6K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 3,399 | $387.3K | 0.19% | +3,399 | New |
| Founders Financial Securities LLC | 3,387 | $385.9K | 0.03% | +175+5.4% | Added |
| Smartleaf Asset Management LLC | 3,444 | $385.8K | 0.04% | +556+19.3% | Added |
| Courier Capital LLC | 3,381 | $385.2K | 0.03% | −147−4.2% | Reduced |
| Excalibur Management Corp | 3,377 | $384.7K | 0.15% | −13−0.4% | Reduced |
| MTM Investment Management, LLC | 3,367 | $383.6K | 0.15% | +18+0.5% | Added |
| MSH Capital Advisors LLC | 3,355 | $382.3K | 0.12% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,350 | $381.7K | 0.45% | −50−1.5% | Reduced |
| Tennessee Valley Asset Management Partners | 3,349 | $381.5K | 0.06% | +24+0.7% | Added |
| Rossby Financial, LCC | 3,340 | $380.5K | 0.24% | +3,340 | New |
| LexAurum Advisors, LLC | 3,339 | $380.4K | 0.08% | +3,339 | New |
| Chesapeake Asset Management LLC | 3,327 | $379.0K | 0.35% | +107+3.3% | Added |
| Measured Risk Portfolios, Inc. | 3,325 | $378.8K | 0.42% | +3,325 | New |
| Allen Investment Management LLC | 3,318 | $378.0K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,318 | $378.0K | 0.03% | −321−8.8% | Reduced |
| Independence Bank of Kentucky | 3,314 | $377.6K | 0.06% | +1,748+111.6% | Added |
| Callan Family Office, LLC | 3,305 | $376.5K | 0.02% | +3,305 | New |
| Lindbrook Capital, LLC | 3,300 | $376.0K | 0.03% | −124−3.6% | Reduced |