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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 1,902 | $250.0K | 0.11% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,194 | $250.0K | 0.02% | +100+4.8% | Added |
| Richards, Merrill & Peterson, Inc. | 2,193 | $249.8K | 0.13% | +2,193 | New |
| Hirtle Callaghan & Co LLC | 2,188 | $249.3K | 0.01% | +568+35.1% | Added |
| Forza Wealth Management, LLC | 2,185 | $248.9K | 0.11% | +221+11.3% | Added |
| HBW Advisory Services LLC | 2,173 | $247.6K | 0.04% | +15+0.7% | Added |
| Acropolis Investment Management, LLC | 2,150 | $244.9K | 0.01% | −128−5.6% | Reduced |
| Skopos Labs, Inc. | 2,146 | $244.5K | 0.07% | +621+40.7% | Added |
| Los Angeles Capital Management LLC | 2,145 | $244.4K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,137 | $243.5K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,095 | $243.2K | 0.10% | −1,915−47.8% | Reduced |
| Delta Investment Management, LLC | 2,134 | $243.1K | 0.05% | +17+0.8% | Added |
| Douglas Lane & Associates, LLC | 2,131 | $242.7K | 0.00% | −5−0.2% | Reduced |
| Naples Global Advisors, LLC | 2,113 | $240.7K | 0.02% | +3+0.1% | Added |
| GeoWealth Management, LLC | 2,105 | $239.8K | 0.01% | −159−7.0% | Reduced |
| Thomasville National Bank | 2,104 | $239.7K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,104 | $239.7K | 0.03% | +483+29.8% | Added |
| Silver Oak Securities, Inc | 2,135 | $239.1K | 0.02% | +678+46.5% | Added |
| ProVise Management Group, LLC | 2,098 | $239.0K | 0.02% | +2,098 | New |
| Anchor Investment Management, LLC | 2,094 | $238.6K | 0.02% | −8−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,089 | $238.0K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,087 | $237.8K | 0.01% | +200+10.6% | Added |
| Brooks, Moore & Associates, Inc. | 2,085 | $237.5K | 0.14% | −100−4.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,082 | $237.2K | 0.24% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,082 | $237.2K | 0.04% | +10+0.5% | Added |
| Defender Capital, LLC. | 2,076 | $236.5K | 0.09% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,060 | $234.7K | 0.21% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,055 | $234.1K | 0.01% | −40−1.9% | Reduced |
| Capital Analysts, LLC | 2,050 | $234.0K | 0.01% | −815−28.4% | Reduced |
| Shufro Rose & Co LLC | 2,049 | $233.4K | 0.02% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,045 | $233.0K | 0.11% | −420−17.0% | Reduced |
| Purkiss Capital Advisors LLC | 2,040 | $232.5K | 0.20% | +2,040 | New |
| Fortem Financial Group, LLC | 2,040 | $232.4K | 0.09% | −353−14.8% | Reduced |
| Cabot Wealth Management Inc | 2,035 | $231.8K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,032 | $231.5K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,030 | $231.2K | 0.01% | +72+3.7% | Added |
| Opus Capital Group, LLC | 2,028 | $231.0K | 0.03% | −467−18.7% | Reduced |
| KLCM Advisors, Inc. | 2,025 | $230.7K | 0.03% | −47−2.3% | Reduced |
| Blue Capital, Inc. | 2,024 | $230.6K | 0.16% | +2,024 | New |
| Greenland Capital Management LP | 2,020 | $230.1K | 0.05% | −110−5.2% | Reduced |
| HHM Wealth Advisors, LLC | 2,015 | $229.6K | 0.03% | +9+0.4% | Added |
| K.J. Harrison & Partners Inc | 2,000 | $228.8K | 0.04% | +2,000 | New |
| Signature Estate & Investment Advisors LLC | 2,008 | $228.8K | 0.01% | +116+6.1% | Added |
| Krane Funds Advisors LLC | 2,008 | $228.8K | 0.01% | −342−14.6% | Reduced |
| Chiron Capital Management, LLC | 2,005 | $228.4K | 0.22% | −338−14.4% | Reduced |
| Avestar Capital, LLC | 2,004 | $228.3K | 0.02% | +119+6.3% | Added |
| LeClair Wealth Partners LLC | 2,003 | $228.2K | 0.15% | +2,003 | New |
| LM Advisors LLC | 2,000 | $228.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,001 | $227.9K | 0.03% | +76+3.9% | Added |
| TD Capital Management LLC | 2,000 | $227.9K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $227.9K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,997 | $227.5K | 0.01% | −10−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,992 | $226.9K | 0.02% | −53−2.6% | Reduced |
| Tarbox Family Office, Inc. | 1,991 | $226.8K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $226.7K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,987 | $226.4K | 0.06% | +105+5.6% | Added |
| Sutton Place Investors LLC | 1,982 | $225.8K | 0.13% | −11−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $225.1K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,979 | $225.0K | 0.05% | +1,979 | New |
| Blackston Financial Advisory Group, LLC | 1,973 | $224.8K | 0.11% | −39−1.9% | Reduced |
| Nicolet Bankshares Inc | 1,971 | $224.6K | 0.05% | +198+11.2% | Added |
| Argus Investors' Counsel, Inc. | 1,957 | $223.0K | 0.15% | +1,957 | New |
| X-Square Capital, LLC | 1,946 | $222.0K | 0.09% | −3−0.2% | Reduced |
| Bath Savings Trust Co | 1,948 | $221.9K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,946 | $221.7K | 0.02% | −297−13.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $221.6K | 0.08% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,937 | $220.7K | 0.09% | +280+16.9% | Added |
| Azimuth Capital Investment Management LLC | 1,937 | $220.7K | 0.01% | −198−9.3% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $220.0K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,927 | $219.5K | 0.01% | +237+14.0% | Added |
| Quent Capital, LLC | 1,927 | $219.5K | 0.02% | −324−14.4% | Reduced |
| South Dakota Investment Council | 1,920 | $219.0K | 0.00% | +1,920 | New |
| Patrick M Sweeney & Associates, Inc | 1,918 | $218.5K | 0.16% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,915 | $218.3K | 0.01% | −110−5.4% | Reduced |
| Diversified Enterprises, LLC | 1,913 | $218.0K | 0.02% | +1+0.1% | Added |
| Enterprise Financial Services Corp | 1,908 | $217.4K | 0.12% | +1,908 | New |
| Next Capital Management LLC | 1,904 | $216.9K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,900 | $216.5K | 0.01% | +68+3.7% | Added |
| McGowan Group Asset Management, Inc. | 1,893 | $215.7K | 0.03% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,857 | $215.6K | 0.04% | +2+0.1% | Added |
| MidWestOne Financial Group, Inc. | 1,892 | $215.6K | 0.03% | +154+8.9% | Added |
| Optima Capital LLC | 1,892 | $215.5K | 0.15% | +1,892 | New |
| Tranquility Partners, LLC | 1,891 | $215.4K | 0.08% | 00.0% | Unchanged |
| Columbia Asset Management | 1,878 | $214.0K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,873 | $213.4K | 0.04% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,873 | $213.4K | 0.05% | +1+0.1% | Added |
| Keating Investment Counselors Inc | 1,870 | $213.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,867 | $212.7K | 0.04% | +1,867 | New |
| State of Wyoming | 1,857 | $211.6K | 0.03% | +957+106.3% | Added |
| Old Port Advisors | 1,853 | $211.1K | 0.06% | +239+14.8% | Added |
| Argentarii, LLC | 1,843 | $210.0K | 0.11% | +1,843 | New |
| Radnor Capital Management, LLC | 1,842 | $210.0K | 0.04% | −300−14.0% | Reduced |
| Chicago Capital, LLC | 1,842 | $209.9K | 0.01% | +200+12.2% | Added |
| Green Harvest Asset Management LLC | 1,841 | $209.7K | 0.00% | +89+5.1% | Added |
| United Community Bank | 1,836 | $209.2K | 0.08% | −24−1.3% | Reduced |
| Sandy Cove Advisors, LLC | 1,833 | $208.8K | 0.08% | −50−2.7% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $208.7K | 0.06% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,823 | $207.7K | 0.03% | −677−27.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,822 | $207.6K | 0.00% | +17+0.9% | Added |
| Gallagher Capital Advisors, LLC | 1,817 | $207.0K | 0.15% | +1,817 | New |