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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 1,817 | $207.0K | 0.01% | +212+13.2% | Added |
| Wolff Financial Management LLC | 1,815 | $207.0K | 0.06% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,816 | $206.9K | 0.10% | +6+0.3% | Added |
| CTC Alternative Strategies, Ltd. | 1,812 | $206.4K | 0.27% | +1,812 | New |
| VeraBank, N.A. | 1,802 | $205.3K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,799 | $205.0K | 0.03% | +1,799 | New |
| Northwest Quadrant Wealth Management, LLC | 1,799 | $205.0K | 0.05% | −12−0.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 1,798 | $204.9K | 0.09% | +1,798 | New |
| Viawealth, LLC | 1,791 | $204.0K | 0.12% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,781 | $203.0K | 0.01% | +131+7.9% | Added |
| Portside Wealth Group, LLC | 1,777 | $202.5K | 0.03% | +44+2.5% | Added |
| Central Bank & Trust Co | 1,776 | $202.3K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,774 | $202.2K | 0.08% | +5+0.3% | Added |
| Hourglass Capital, LLC | 1,770 | $201.7K | 0.06% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,767 | $201.3K | 0.12% | +1,767 | New |
| Signature Wealth Management Partners, LLC | 1,765 | $201.1K | 0.14% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,760 | $201.0K | 0.10% | −287−14.0% | Reduced |
| Great Diamond Partners, LLC | 1,764 | $201.0K | 0.05% | −3,578−67.0% | Reduced |
| Simon Quick Advisors, LLC | 1,762 | $200.8K | 0.01% | +12+0.7% | Added |
| Kelly Lawrence W & Associates Inc | 1,758 | $200.3K | 0.05% | −1,005−36.4% | Reduced |
| Meridian Wealth Advisors, LLC | 1,757 | $200.2K | 0.03% | −32−1.8% | Reduced |
| Evelyn Partners Investment Management LLP | 1,751 | $199.5K | 0.01% | +1,751 | New |
| St Germain D J Co Inc | 1,705 | $194.3K | 0.01% | +350+25.8% | Added |
| SRS Capital Advisors, Inc. | 1,699 | $193.5K | 0.01% | +1,079+174.0% | Added |
| Cherry Tree Wealth Management, LLC | 1,695 | $193.1K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,683 | $192.0K | 0.02% | +9+0.5% | Added |
| Oakworth Capital, Inc. | 1,654 | $188.4K | 0.01% | −6−0.4% | Reduced |
| Bullock Wealth Management Group | 1,642 | $187.1K | 0.11% | +10+0.6% | Added |
| Peterson Wealth Services | 1,634 | $186.1K | 0.06% | +16+1.0% | Added |
| New Wave Wealth Advisors LLC | 1,626 | $185.3K | 0.08% | −123−7.0% | Reduced |
| Perkins Coie Trust Co | 1,623 | $184.9K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,585 | $180.6K | 0.01% | −75−4.5% | Reduced |
| New Millennium Group LLC | 1,572 | $179.1K | 0.10% | +1+0.1% | Added |
| NBT Bank N A | 1,563 | $178.1K | 0.01% | −1,581−50.3% | Reduced |
| Headlands Technologies LLC | 1,563 | $178.1K | 0.02% | +1,563 | New |
| Compass Wealth Management LLC | 1,561 | $177.8K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 1,559 | $177.6K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,522 | $173.0K | 0.01% | −99−6.1% | Reduced |
| Financial Management Professionals, Inc. | 1,502 | $171.1K | 0.02% | +13+0.9% | Added |
| Armstrong Advisory Group, Inc | 1,483 | $169.0K | 0.01% | +180+13.8% | Added |
| Chilton Capital Management LLC | 1,477 | $168.3K | 0.01% | −1,143−43.6% | Reduced |
| Westside Investment Management, Inc. | 1,471 | $167.6K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,406 | $160.2K | 0.08% | −22−1.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,404 | $160.0K | 0.07% | −20−1.4% | Reduced |
| Cromwell Holdings LLC | 1,396 | $159.0K | 0.09% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $157.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,368 | $155.9K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,360 | $155.0K | 0.01% | −5,615−80.5% | Reduced |
| 10Elms LLP | 1,354 | $154.3K | 0.16% | +1,354 | New |
| Hager Investment Management Services, LLC | 1,342 | $152.9K | 0.10% | +1,342 | New |
| Versant Capital Management, Inc | 1,336 | $152.2K | 0.03% | −709−34.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $152.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,333 | $151.9K | 0.00% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,334 | $149.4K | 0.00% | −14,350−91.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,310 | $149.2K | 0.03% | +5+0.4% | Added |
| General Partner, Inc. | 1,303 | $148.5K | 0.09% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,303 | $148.0K | 0.01% | +447+52.2% | Added |
| Wellington Shields Capital Management, LLC | 1,292 | $147.2K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,282 | $146.1K | 0.08% | +5+0.4% | Added |
| Smithfield Trust Co | 1,272 | $145.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,267 | $144.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,263 | $144.0K | 0.02% | +10+0.8% | Added |
| Fca Corp | 1,000 | $141.2K | 0.04% | +1,000 | New |
| PFG Private Wealth Management, LLC | 1,233 | $140.5K | 0.08% | +88+7.7% | Added |
| Sittner & Nelson, LLC | 1,219 | $138.9K | 0.06% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $136.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,194 | $136.0K | 0.02% | +28+2.4% | Added |
| Peoples Bank | 1,182 | $134.7K | 0.09% | −5−0.4% | Reduced |
| Hantz Financial Services, Inc. | 1,153 | $131.0K | 0.00% | −6−0.5% | Reduced |
| Park Place Capital Corp | 1,149 | $130.9K | 0.04% | −603−34.4% | Reduced |
| Centennial Bank | 1,125 | $128.2K | 0.06% | −62−5.2% | Reduced |
| Riverview Trust Co | 1,119 | $127.5K | 0.12% | −7−0.6% | Reduced |
| AdvisorNet Financial, Inc | 1,100 | $125.3K | 0.01% | −137−11.1% | Reduced |
| FNY Investment Advisers, LLC | 1,100 | $125.0K | 0.06% | +1,100 | New |
| Grove Bank & Trust | 1,088 | $124.0K | 0.02% | +123+12.7% | Added |
| Penserra Capital Management LLC | 1,082 | $123.0K | 0.00% | +1,046+2,905.6% | Added |
| Global Financial Private Client, LLC | 1,078 | $122.8K | 0.05% | −15−1.4% | Reduced |
| Continuum Advisory, LLC | 1,067 | $121.6K | 0.02% | −7−0.7% | Reduced |
| Security National Bank | 1,054 | $120.1K | 0.02% | −224−17.5% | Reduced |
| American Capital Advisory, LLC | 1,053 | $120.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,034 | $117.8K | 0.03% | −291−22.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,007 | $114.8K | 0.00% | +224+28.6% | Added |
| Global Trust Asset Management, LLC | 1,005 | $114.5K | 0.04% | +41+4.3% | Added |
| Mechanics Financial Corp | 1,000 | $113.9K | 0.05% | 00.0% | Unchanged |
| City State Bank | 987 | $112.4K | 0.04% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 987 | $112.4K | 0.11% | +987 | New |
| CVA Family Office, LLC | 966 | $110.1K | 0.02% | +102+11.8% | Added |
| American National Bank | 961 | $109.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $109.4K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 956 | $108.9K | 0.01% | +181+23.4% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $108.2K | 0.05% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 735 | $103.8K | 0.07% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 900 | $102.5K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 35,148 | $102.4K | 0.03% | +11,346+47.7% | Added |
| ORG Partners LLC | 888 | $101.2K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 880 | $100.6K | 0.01% | −1,447−62.2% | Reduced |
| Valley National Advisers Inc | 879 | $100.0K | 0.02% | +5+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 870 | $99.1K | 0.10% | +870 | New |
| Optimum Investment Advisors | 838 | $95.5K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 831 | $94.6K | 0.01% | +100+13.7% | Added |