Skip to main content

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.

Institutional holdersQ4 2024: 1,781 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ4 2024: $34.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2024.

Institutions holding PSX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CoreCap Advisors, LLC793$90.3K0.00%−300−27.4%Reduced
Avion Wealth793$90.0K0.02%−17−2.1%Reduced
Asset Planning,Inc787$89.6K0.07%+787New
TFC Financial Management787$89.6K0.01%+572+266.0%Added
Gleason Group, Inc.753$85.8K0.02%+7+0.9%Added
Missouri Trust & Investment Co749$85.3K0.03%−96−11.4%Reduced
Rialto Wealth Management, LLC744$84.8K0.03%+744New
Beaird Harris Wealth Management, LLC743$84.7K0.01%+9+1.2%Added
First Financial Corp743$84.7K0.04%+648+682.1%Added
Motco726$82.7K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.720$82.0K0.02%+445+161.8%Added
Eagle Bay Advisors LLC714$81.3K0.05%00.0%Unchanged
WR Wealth Planners, LLC708$80.6K0.03%−250−26.1%Reduced
Kentucky Trust Co700$79.8K0.05%+700New
Miller Wealth Advisors, LLC692$78.9K0.04%+4+0.6%Added
Glen Eagle Advisors, LLC692$78.8K0.01%−65−8.6%Reduced
Toth Financial Advisory Corp682$77.7K0.01%00.0%Unchanged
Piscataqua Savings Bank681$77.6K0.07%00.0%Unchanged
Putney Financial Group LLC679$77.4K0.07%+679New
Golden State Wealth Management, LLC675$77.0K0.01%+675New
Clark Wealth Partners673$76.7K0.06%+673New
Strategic Investment Solutions, Inc.605$75.6K0.03%−7−1.1%Reduced
JNBA Financial Advisors655$74.6K0.01%00.0%Unchanged
Godsey & Gibb Associates650$74.1K0.01%−548−45.7%Reduced
Plante Moran Financial Advisors, LLC644$73.4K0.01%00.0%Unchanged
Bayforest Capital Ltd644$73.4K0.09%+644New
Tortoise Investment Management, LLC633$72.1K0.01%+88+16.1%Added
Kimelman & Baird, LLC625$71.2K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC624$71.1K0.03%+3+0.5%Added
Sound Income Strategies, LLC620$70.7K0.00%+160+34.8%Added
PFS Partners, LLC617$70.3K0.04%+4+0.7%Added
Main Street Group, LTD615$70.1K0.03%−1−0.2%Reduced
Basso Capital Management, L.P.612$69.7K0.06%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA610$69.5K0.02%+250+69.4%Added
Bank of Jackson Hole Trust604$68.8K0.05%+604New
Murphy & Mullick Capital Management Corp603$68.7K0.06%+603New
Intact Investment Management Inc.600$68.4K0.00%+600New
Stonebridge Financial Group, LLC575$65.5K0.01%+575New
Koesten, Hirschmann & Crabtree, INC.574$65.4K0.04%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC573$65.3K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc485$64.0K0.06%00.0%Unchanged
Duncker Streett & Co Inc556$63.3K0.01%−100−15.2%Reduced
Transce3nd, LLC556$63.3K0.02%+556New
Tower View Investment Management & Research LLC544$62.0K0.03%+5+0.9%Added
Pittenger & Anderson Inc543$61.9K0.00%+20+3.8%Added
Advantage Trust Co537$61.2K0.04%−54−9.1%Reduced
Front Row Advisors LLC535$61.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC526$59.9K0.00%−21−3.8%Reduced
Raleigh Capital Management Inc.523$59.6K0.02%+361+222.8%Added
Key Financial Inc514$58.6K0.01%+19+3.8%Added
Loomis Sayles & Co L P511$58.0K0.00%−61−10.7%Reduced
Painted Porch Advisors LLC503$57.3K0.03%+192+61.7%Added
Evermay Wealth Management LLC500$57.0K0.01%−350−41.2%Reduced
Acima Private Wealth, LLC500$57.0K0.02%00.0%Unchanged
Investment Research & Advisory Group, Inc.500$57.0K0.02%00.0%Unchanged
DecisionPoint Financial, LLC500$57.0K0.02%00.0%Unchanged
Flagship Wealth Advisors, LLC500$57.0K0.03%+500New
Aventura Private Wealth, LLC498$56.7K0.03%+498New
Concord Wealth Partners491$55.9K0.01%−45−8.4%Reduced
First Command Advisory Services, Inc.483$55.0K0.00%−342−41.5%Reduced
Millstone Evans Group, LLC481$54.8K0.04%+481New
Covestor Ltd464$53.0K0.03%−50−9.7%Reduced
Oarsman Capital, Inc.459$52.3K0.01%−258−36.0%Reduced
Crowley Wealth Management, Inc.455$51.8K0.05%+455New
Medallion Wealth Advisors, LLC429$48.9K0.02%+429New
SBI Securities Co., Ltd.428$48.8K0.00%+428New
Reyes Financial Architecture, Inc.418$47.6K0.04%+418New
Financially Speaking Inc416$47.4K0.03%+416New
Morgan Dempsey Capital Management LLC415$47.3K0.02%−44,894−99.1%Reduced
Sugar Maple Asset Management, LLC410$46.7K0.04%+410New
Whipplewood Advisors, LLC401$45.7K0.03%+401New
Financial Gravity Companies, Inc.397$45.2K0.01%00.0%Unchanged
Evolution Advisers, Inc.403$45.0K0.02%+20+5.2%Added
PrairieView Partners, LLC383$43.0K0.00%00.0%Unchanged
Manchester Capital Management LLC372$42.4K0.00%+17+4.8%Added
Hemington Wealth Management372$42.0K0.01%+8+2.2%Added
Catalyst Capital Advisors LLC363$41.4K0.00%−3−0.8%Reduced
EnRich Financial Partners LLC360$41.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC358$40.8K0.01%−200−35.8%Reduced
Battery Global Advisors, LLC358$40.8K0.02%00.0%Unchanged
Legend Financial Advisors, Inc.350$39.9K0.03%00.0%Unchanged
Rogco, LP350$39.9K0.02%00.0%Unchanged
Arlington Trust Co LLC348$39.6K0.01%−20−5.4%Reduced
Mattson Financial Services, LLC300$39.4K0.01%+300New
CBIZ Investment Advisory Services, LLC335$38.2K0.00%+15+4.7%Added
Bellwether Advisors, LLC329$37.5K0.01%+329New
Menard Financial Group LLC327$37.3K0.02%+327New
Truvestments Capital LLC325$37.1K0.01%+207+175.4%Added
Private Wealth Management Group, LLC321$36.6K0.01%−40−11.1%Reduced
New England Capital Financial Advisors LLC321$36.5K0.02%+2+0.6%Added
Copia Wealth Management317$36.1K0.03%+317New
Hoese & Co LLP302$34.4K0.03%−100−24.9%Reduced
Future Financial Wealth Managment LLC300$34.2K0.02%−150−33.3%Reduced
Rocky Mountain Advisers, LLC299$34.1K0.01%00.0%Unchanged
Centerpoint Advisors, LLC300$34.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc296$33.7K0.01%−33−10.0%Reduced
Longview Financial Advisors LLC286$32.6K0.02%+286New
Crews Bank & Trust285$32.5K0.01%+285New
Stephenson National Bank & Trust276$31.4K0.01%00.0%Unchanged
Trust Co276$31.4K0.00%00.0%Unchanged