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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 2,663 | $303.4K | 0.04% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,659 | $303.0K | 0.19% | +117+4.6% | Added |
| Pflug Koory, LLC | 2,656 | $302.6K | 0.15% | −5−0.2% | Reduced |
| Eastern Bank | 2,647 | $301.6K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,647 | $301.6K | 0.20% | −55−2.0% | Reduced |
| Bell Bank | 2,644 | $301.2K | 0.02% | +272+11.5% | Added |
| Western Pacific Wealth Management, LP | 2,635 | $300.2K | 0.24% | +1,790+211.8% | Added |
| BancorpSouth Bank | 2,634 | $300.1K | 0.02% | −106−3.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,627 | $299.3K | 0.21% | +2,627 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $298.8K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,618 | $298.3K | 0.05% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,618 | $298.3K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,605 | $296.8K | 0.04% | −702−21.2% | Reduced |
| HCR Wealth Advisors | 2,604 | $296.7K | 0.04% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $296.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $296.2K | 0.04% | +2,600 | New |
| Crawford Investment Counsel Inc | 2,599 | $296.1K | 0.01% | −9−0.3% | Reduced |
| Canal Capital Management, LLC | 2,592 | $295.3K | 0.05% | +21+0.8% | Added |
| Chicago Trust Co NA | 2,583 | $294.3K | 0.05% | −641−19.9% | Reduced |
| Sagespring Wealth Partners, LLC | 2,560 | $291.6K | 0.01% | +2,560 | New |
| CSS LLC | 2,550 | $290.5K | 0.02% | −1,150−31.1% | Reduced |
| B&L Asset Management LLC | 2,546 | $290.1K | 0.18% | −148−5.5% | Reduced |
| Bray Capital Advisors | 2,543 | $289.7K | 0.08% | +17+0.7% | Added |
| Capital Market Strategies LLC | 2,539 | $289.3K | 0.17% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,535 | $288.8K | 0.09% | +95+3.9% | Added |
| Goodman Financial Corp | 2,533 | $288.6K | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,531 | $288.4K | 0.06% | −5,013−66.5% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $287.8K | 0.07% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,525 | $287.7K | 0.06% | +7+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $287.7K | 0.03% | +200+8.6% | Added |
| Gables Capital Management Inc. | 2,502 | $285.1K | 0.14% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,500 | $284.8K | 0.03% | −210−7.7% | Reduced |
| Quilter Plc | 2,493 | $284.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,448 | $283.9K | 0.27% | +2,448 | New |
| Port Capital LLC | 2,481 | $283.0K | 0.01% | +122+5.2% | Added |
| Sage Mountain Advisors LLC | 2,480 | $282.6K | 0.02% | −173−6.5% | Reduced |
| Warwick Investment Management, Inc. | 2,461 | $280.4K | 0.06% | −200−7.5% | Reduced |
| Washington Trust Co | 2,461 | $280.4K | 0.01% | −30−1.2% | Reduced |
| Northcape Wealth Management, LLC | 2,460 | $280.3K | 0.09% | −229−8.5% | Reduced |
| Ethos Financial Group, LLC | 2,454 | $279.6K | 0.04% | −35−1.4% | Reduced |
| Moloney Securities Asset Management, LLC | 2,451 | $279.3K | 0.04% | −130−5.0% | Reduced |
| CFO4Life Group, LLC | 2,437 | $277.6K | 0.05% | −53−2.1% | Reduced |
| Private Portfolio Partners LLC | 2,433 | $277.2K | 0.05% | −725−23.0% | Reduced |
| Greenfield Savings Bank | 2,433 | $277.2K | 0.13% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,429 | $276.7K | 0.11% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,429 | $276.7K | 0.10% | +12+0.5% | Added |
| Manske Wealth Management | 2,420 | $275.7K | 0.11% | +2,420 | New |
| Montag A & Associates Inc | 2,409 | $274.5K | 0.01% | 00.0% | Unchanged |
| Moller Financial Services | 2,408 | $274.3K | 0.07% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,407 | $274.3K | 0.07% | +39+1.6% | Added |
| Orleans Capital Management Corp | 2,117 | $274.3K | 0.15% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $273.4K | 0.07% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $273.1K | 0.11% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $273.0K | 0.03% | −10−0.4% | Reduced |
| Two Sigma Securities, LLC | 2,392 | $272.5K | 0.05% | −6,241−72.3% | Reduced |
| Master's Wealth Management Inc. | 2,388 | $272.0K | 0.15% | +2,388 | New |
| LBMC Investment Advisors, LLC | 2,385 | $271.7K | 0.02% | +10.0% | Added |
| Parkside Financial Bank & Trust | 2,384 | $271.6K | 0.04% | +103+4.5% | Added |
| Denver Wealth Management, Inc. | 2,384 | $271.6K | 0.12% | +15+0.6% | Added |
| Stokes Family Office, LLC | 2,379 | $271.1K | 0.03% | −7−0.3% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $270.9K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 2,376 | $270.7K | 0.02% | −423−15.1% | Reduced |
| Cadent Capital Advisors, LLC | 2,372 | $270.3K | 0.09% | −489−17.1% | Reduced |
| Hamilton Capital, LLC | 2,371 | $270.1K | 0.02% | +29+1.2% | Added |
| Apriem Advisors | 2,368 | $269.7K | 0.03% | +210+9.7% | Added |
| Sterling Investment Advisors, Ltd. | 2,364 | $269.3K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,363 | $269.2K | 0.20% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $268.9K | 0.06% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 2,352 | $268.0K | 0.19% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,351 | $267.9K | 0.09% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,347 | $267.5K | 0.02% | −4,936−67.8% | Reduced |
| Jacobs & Co | 2,346 | $267.0K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,326 | $265.0K | 0.08% | +75+3.3% | Added |
| M3 Advisory Group, LLC | 2,323 | $264.7K | 0.19% | −67−2.8% | Reduced |
| Duncan Williams Asset Management, LLC | 2,322 | $264.5K | 0.10% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,322 | $264.5K | 0.03% | +636+37.7% | Added |
| Goelzer Investment Management, Inc. | 2,320 | $264.3K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,318 | $264.1K | 0.09% | −335−12.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,313 | $263.5K | 0.02% | +20+0.9% | Added |
| Principal Street Partners, LLC | 2,304 | $262.5K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,295 | $261.5K | 0.01% | +2,295 | New |
| Kovack Advisors, Inc. | 2,290 | $260.9K | 0.03% | −427−15.7% | Reduced |
| Fulcrum Equity Management | 2,290 | $260.9K | 0.26% | −1,680−42.3% | Reduced |
| First Interstate Bank | 2,288 | $260.7K | 0.02% | +188+9.0% | Added |
| Monetary Management Group Inc | 2,280 | $259.8K | 0.07% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,279 | $259.6K | 0.04% | +316+16.1% | Added |
| Flywheel Private Wealth LLC | 2,273 | $259.0K | 0.24% | +2,273 | New |
| Hexagon Capital Partners LLC | 2,270 | $258.7K | 0.05% | +629+38.3% | Added |
| Weik Capital Management | 2,270 | $258.6K | 0.11% | 00.0% | Unchanged |
| Trust Point Inc. | 2,265 | $258.1K | 0.02% | +289+14.6% | Added |
| Lazard Asset Management LLC | 2,276 | $258.0K | 0.00% | −86−3.6% | Reduced |
| Pallas Capital Advisors LLC | 2,247 | $256.0K | 0.01% | −37−1.6% | Reduced |
| Lantern Wealth Advisors, LLC | 2,224 | $253.4K | 0.16% | +99+4.7% | Added |
| Baldwin Brothers Inc | 2,223 | $253.3K | 0.02% | −2,983−57.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $253.2K | 0.09% | 00.0% | Unchanged |
| DnB Asset Management AS | 2,222 | $253.2K | 0.00% | +458+26.0% | Added |
| Dark Forest Capital Management LP | 2,217 | $252.6K | 0.04% | −105−4.5% | Reduced |
| Vestor Capital, LLC | 2,216 | $252.0K | 0.02% | +331+17.6% | Added |
| First Financial Bank - Trust Division | 2,200 | $250.6K | 0.02% | +25+1.1% | Added |
| Leisure Capital Management | 2,198 | $250.4K | 0.10% | 00.0% | Unchanged |