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
- 1,781
- +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
- 643 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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 3,300 | $375.9K | 0.02% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,288 | $374.6K | 0.05% | +8+0.2% | Added |
| Ambassador Advisors, LLC | 3,287 | $374.5K | 0.06% | −243−6.9% | Reduced |
| Blue Edge Capital, LLC | 3,286 | $374.4K | 0.06% | +4+0.1% | Added |
| Capital Investment Advisory Services, LLC | 3,278 | $373.5K | 0.04% | +29+0.9% | Added |
| Perpetual Ltd | 3,278 | $373.5K | 0.00% | 00.0% | Unchanged |
| LCNB Corp | 3,272 | $372.8K | 0.14% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,265 | $372.0K | 0.32% | +3,265 | New |
| Clear Harbor Asset Management, LLC | 3,264 | $371.9K | 0.03% | +3,264 | New |
| Longfellow Investment Management Co LLC | 3,262 | $371.6K | 0.10% | +956+41.5% | Added |
| Passumpsic Savings Bank | 3,260 | $371.4K | 0.23% | +37+1.1% | Added |
| Athena Investment Management | 3,249 | $370.2K | 0.21% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,227 | $367.7K | 0.02% | +106+3.4% | Added |
| Petrus Trust Company, LTA | 3,223 | $367.2K | 0.04% | +669+26.2% | Added |
| Thompson Siegel & Walmsley LLC | 3,222 | $367.0K | 0.01% | +248+8.3% | Added |
| Rossmore Private Capital | 3,204 | $365.0K | 0.05% | 00.0% | Unchanged |
| Univest Financial Corp | 3,201 | $364.7K | 0.02% | +5+0.2% | Added |
| Whittier Trust Co | 3,200 | $364.6K | 0.00% | −16−0.5% | Reduced |
| Plancorp, LLC | 3,192 | $363.6K | 0.01% | +329+11.5% | Added |
| ARS Investment Partners, LLC | 3,186 | $363.0K | 0.03% | +100+3.2% | Added |
| First National Bank Sioux Falls | 3,184 | $362.8K | 0.15% | 00.0% | Unchanged |
| CX Institutional | 3,173 | $361.5K | 0.01% | +233+7.9% | Added |
| Fidelis Capital Partners, LLC | 3,067 | $361.5K | 0.04% | +172+5.9% | Added |
| Riverbend Wealth Management, LLC | 3,138 | $360.3K | 0.32% | +3,138 | New |
| Vista Investment Partners LLC | 3,158 | $359.8K | 0.11% | +248+8.5% | Added |
| Reuter James Wealth Management, LLC | 3,149 | $358.8K | 0.07% | −200−6.0% | Reduced |
| CoreFirst Bank & Trust | 3,148 | $358.7K | 0.21% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 3,121 | $355.5K | 0.27% | −1,650−34.6% | Reduced |
| Alpha DNA Investment Management LLC | 3,089 | $351.9K | 0.19% | +200+6.9% | Added |
| Granite Group Advisors, LLC | 3,087 | $351.7K | 0.22% | −120−3.7% | Reduced |
| Johnson Financial Group, Inc. | 2,980 | $351.3K | 0.02% | −2,859−49.0% | Reduced |
| PDS Planning, Inc | 3,083 | $351.2K | 0.03% | −86−2.7% | Reduced |
| Vectors Research Management, LLC | 3,081 | $351.0K | 0.12% | −147−4.6% | Reduced |
| GHP Investment Advisors, Inc. | 3,073 | $350.1K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,065 | $349.2K | 0.04% | −10.0% | Reduced |
| Arete Wealth Advisors, LLC | 3,051 | $348.0K | 0.03% | +310+11.3% | Added |
| Wealth Alliance | 3,053 | $347.8K | 0.04% | −439−12.6% | Reduced |
| Callan Capital, LLC | 3,047 | $347.1K | 0.03% | −100−3.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,046 | $347.1K | 0.09% | +8+0.3% | Added |
| Ballentine Partners, LLC | 3,040 | $346.3K | 0.01% | +312+11.4% | Added |
| Davidson Trust Co | 3,036 | $345.9K | 0.18% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,031 | $345.3K | 0.12% | −350−10.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 3,024 | $344.6K | 0.00% | +332+12.3% | Added |
| Townsend Asset Management Corp | 3,021 | $344.2K | 0.13% | +9+0.3% | Added |
| E&G Advisors, LP | 3,017 | $343.7K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,786 | $343.0K | 0.11% | +107+4.0% | Added |
| Raiffeisen Bank International AG | 3,058 | $342.5K | 0.01% | +3,058 | New |
| Persium Advisors, LLC | 3,002 | $342.0K | 0.34% | +3,002 | New |
| Cito Capital Group, LLC | 3,000 | $342.0K | 0.13% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,983 | $339.8K | 0.05% | +107+3.7% | Added |
| Modern Wealth Management, LLC | 2,981 | $339.6K | 0.01% | +1,456+95.5% | Added |
| Callahan Advisors, LLC | 2,975 | $338.9K | 0.03% | +75+2.6% | Added |
| First Horizon Advisors, Inc. | 2,974 | $338.9K | 0.01% | +148+5.2% | Added |
| Aries Wealth Management | 2,973 | $338.7K | 0.09% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,972 | $338.6K | 0.19% | +76+2.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $337.0K | 0.25% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 2,939 | $336.3K | 0.32% | +2,939 | New |
| Austin Private Wealth, LLC | 2,949 | $336.0K | 0.03% | +57+2.0% | Added |
| Intrinsic Value Partners, LLC | 2,949 | $336.0K | 0.34% | −140−4.5% | Reduced |
| JT Stratford LLC | 2,940 | $335.0K | 0.06% | −1,016−25.7% | Reduced |
| Stratos Wealth Advisors, LLC | 2,937 | $334.7K | 0.02% | −708−19.4% | Reduced |
| Close Asset Management Ltd | 2,935 | $334.0K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,929 | $333.7K | 0.03% | −4−0.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,908 | $331.3K | 0.13% | −950−24.6% | Reduced |
| Advisory Alpha, LLC | 2,894 | $329.8K | 0.01% | +979+51.1% | Added |
| Clarius Group, LLC | 2,881 | $328.2K | 0.02% | −363−11.2% | Reduced |
| Diversify Advisory Services, LLC | 2,881 | $328.2K | 0.02% | +3+0.1% | Added |
| Wintrust Investments LLC | 2,882 | $328.0K | 0.29% | −992−25.6% | Reduced |
| Compass Capital Corp | 2,727 | $327.2K | 0.13% | +2,727 | New |
| Paragon Capital Management Ltd | 2,871 | $327.1K | 0.07% | −28−1.0% | Reduced |
| Spire Wealth Management | 2,862 | $326.1K | 0.01% | −473−14.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,856 | $325.4K | 0.02% | +5+0.2% | Added |
| Stiles Financial Services Inc | 2,854 | $324.9K | 0.12% | +15+0.5% | Added |
| Howard Capital Management Inc. | 2,843 | $323.9K | 0.01% | +144+5.3% | Added |
| IFG Advisory, LLC | 2,842 | $323.8K | 0.02% | +2,842 | New |
| Saxon Interests, Inc. | 2,820 | $321.3K | 0.14% | +361+14.7% | Added |
| Legacy Private Trust Co. | 2,812 | $320.4K | 0.02% | +678+31.8% | Added |
| Catalina Capital Group, LLC | 2,805 | $319.6K | 0.11% | +33+1.2% | Added |
| Summit Global Investments | 2,787 | $318.0K | 0.02% | −34−1.2% | Reduced |
| Capital Advantage, Inc. | 2,783 | $317.1K | 0.06% | +2,783 | New |
| AGH Wealth Advisors, LLC | 2,782 | $317.0K | 0.29% | +2,782 | New |
| Gratus Wealth Advisors, LLC | 2,777 | $316.4K | 0.05% | +14+0.5% | Added |
| Jump Financial, LLC | 2,770 | $315.6K | 0.01% | +2,770 | New |
| Kanawha Capital Management LLC | 2,767 | $315.2K | 0.02% | +22+0.8% | Added |
| Empower Advisory Group, LLC | 2,742 | $312.4K | 0.00% | +279+11.3% | Added |
| OneAscent Financial Services LLC | 2,736 | $312.0K | 0.03% | +9+0.3% | Added |
| Stockman Wealth Management, Inc. | 2,738 | $311.9K | 0.05% | −280−9.3% | Reduced |
| Panagora Asset Management Inc | 2,736 | $311.7K | 0.00% | −7,598−73.5% | Reduced |
| McDaniel Terry & Co | 2,730 | $311.0K | 0.03% | −438−13.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,719 | $309.0K | 0.14% | +108+4.1% | Added |
| Dividend Assets Capital, LLC | 2,704 | $308.1K | 0.06% | −100−3.6% | Reduced |
| Investors Asset Management of Georgia Inc | 2,702 | $307.8K | 0.15% | −100−3.6% | Reduced |
| Brown Brothers Harriman & Co | 2,697 | $307.3K | 0.00% | −5−0.2% | Reduced |
| Proequities, Inc. | 2,585 | $306.5K | 0.02% | +105+4.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,684 | $305.8K | 0.02% | −113−4.0% | Reduced |
| Powers Advisory Group, LLC | 2,679 | $305.2K | 0.15% | −349−11.5% | Reduced |
| Ruggaard & Associates LLC | 2,672 | $304.4K | 0.13% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,667 | $303.9K | 0.14% | +2,667 | New |
| Plan A Wealth LLC | 2,665 | $303.6K | 0.28% | +2,665 | New |