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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
West Branch Capital LLC275$31.3K0.01%00.0%Unchanged
Compass Financial Services Inc275$31.3K0.02%+275New
Olistico Wealth, LLC274$31.3K0.02%00.0%Unchanged
YANKCOM Partnership274$31.2K0.02%+274New
Newbridge Financial Services Group, Inc.274$31.2K0.01%+274New
TSFG, LLC271$31.0K0.01%00.0%Unchanged
Coston, McIsaac & Partners276$31.0K0.01%00.0%Unchanged
Kings Path Partners LLC272$31.0K0.01%00.0%Unchanged
Webster Bank, N. A.270$30.8K0.00%+88+48.4%Added
UMA Financial Services, Inc.269$30.6K0.01%+269New
Fortitude Family Office, LLC266$30.3K0.01%+38+16.7%Added
Human Investing LLC264$30.1K0.01%+264New
CNB Bank257$29.3K0.01%00.0%Unchanged
Heritage Wealth Advisors256$29.2K0.00%−168−39.6%Reduced
Winnow Wealth LLC255$29.0K0.03%+255New
Wood Tarver Financial Group, LLC262$29.0K0.01%+262New
Rise Advisors, LLC254$29.0K0.01%+2+0.8%Added
Pacifica Partners Inc.251$28.7K0.01%−4−1.6%Reduced
Atlantic Trust, LLC250$28.5K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co250$28.5K0.01%00.0%Unchanged
FLP Wealth Management, LLC250$28.5K0.07%+250New
Signature Resources Capital Management, LLC250$28.5K0.03%00.0%Unchanged
SJS Investment Consulting Inc.249$28.4K0.00%−7−2.7%Reduced
Gen-Wealth Partners Inc247$28.1K0.01%00.0%Unchanged
Tacita Capital Inc245$27.9K0.02%−146−37.3%Reduced
Graney & King, LLC245$27.9K0.02%+245New
Stephens Consulting, LLC244$27.8K0.01%+111+83.5%Added
Cary Street Partner Investment Advisory LLC241$27.5K0.02%−40,006−99.4%Reduced
Core Alternative Capital236$26.9K0.01%00.0%Unchanged
Pacific Center for Financial Services233$26.5K0.01%+233New
Values First Advisors, Inc.231$26.3K0.01%+2+0.9%Added
ORG Wealth Partners, LLC230$26.2K0.01%−339−59.6%Reduced
Cornerstone Planning Group LLC212$26.1K0.01%−13−5.8%Reduced
J.Safra Asset Management Corp224$25.1K0.00%+224New
Bogart Wealth, LLC220$25.1K0.00%+120+120.0%Added
Atlantic Edge Private Wealth Management, LLC219$25.0K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC219$25.0K0.02%+20+10.1%Added
Bank & Trust Co217$24.7K0.02%00.0%Unchanged
Founders Capital Management215$24.5K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc213$24.3K0.01%+1+0.5%Added
Morton Brown Family Wealth, LLC207$23.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC202$23.0K0.00%+13+6.9%Added
Hoey Investments, Inc200$22.8K0.00%00.0%Unchanged
First United Bank Trust200$22.8K0.01%00.0%Unchanged
FWL Investment Management, LLC200$22.8K0.01%00.0%Unchanged
GoalVest Advisory LLC200$22.8K0.01%00.0%Unchanged
Robinswood Financial LLC200$22.8K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC200$22.8K0.01%+200New
FSC Wealth Advisors, LLC199$22.7K0.01%00.0%Unchanged
Navigoe, LLC200$22.0K0.02%+200New
Ruedi Wealth Management, Inc.190$21.6K0.01%00.0%Unchanged
Salomon & Ludwin, LLC189$21.5K0.00%00.0%Unchanged
TruNorth Capital Management, LLC189$21.5K0.01%+39+26.0%Added
Silvant Capital Management LLC186$21.2K0.00%00.0%Unchanged
Fedenia Advisers LLC186$21.2K0.01%+186New
Coppell Advisory Solutions LLC188$21.1K0.00%−459−70.9%Reduced
First PREMIER Bank184$21.0K0.01%00.0%Unchanged
Lavaca Capital LLC184$20.9K0.01%+184New
Hallmark Capital Management Inc175$19.9K0.00%00.0%Unchanged
Byrne Asset Management LLC173$19.7K0.01%00.0%Unchanged
Parvin Asset Management, LLC173$19.7K0.02%+173New
Lagoda Investment Management, L.P.170$19.4K0.01%00.0%Unchanged
Mainstream Capital Management LLC168$19.1K0.01%+168New
SOA Wealth Advisors, LLC.167$19.0K0.00%+1+0.6%Added
Northwest Bank & Trust Co138$18.5K0.01%00.0%Unchanged
Legacy Bridge, LLC161$18.3K0.01%00.0%Unchanged
Atticus Wealth Management, LLC160$18.2K0.01%00.0%Unchanged
Parkworth Wealth Management, Inc.157$17.9K0.01%+157New
GKV Capital Management Co., Inc.156$17.8K0.01%+156New
Cape Investment Advisory, Inc.151$17.2K0.01%+151New
Lummis Asset Management, LP150$17.1K0.02%00.0%Unchanged
Burkett Financial Services, LLC147$16.7K0.01%+1+0.7%Added
Blue Bell Private Wealth Management, LLC145$16.5K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.144$16.4K0.00%−49−25.4%Reduced
Wolff Wiese Magana LLC144$16.4K0.01%−15−9.4%Reduced
Fairscale Capital, LLC144$16.4K0.01%+1+0.7%Added
Clear Investment Research, LLC139$15.9K0.02%00.0%Unchanged
MeadowBrook Investment Advisors LLC137$15.6K0.01%00.0%Unchanged
Albion Financial Group127$14.5K0.00%+127New
Householder Group Estate & Retirement Specialist, LLC125$14.0K0.01%−661−84.1%Reduced
Roxbury Financial LLC103$13.9K0.01%+103New
Promus Capital, LLC121$13.8K0.01%+121New
Fairway Wealth LLC118$13.4K0.01%+118New
Creative Capital Management Investments LLC117$13.3K0.01%+17+17.0%Added
Richardson Capital Management LLC115$13.1K0.01%00.0%Unchanged
Roble, Belko & Company, Inc110$13.0K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC114$13.0K0.01%+114New
First Community Trust NA111$12.6K0.01%00.0%Unchanged
Sierra Ocean, LLC106$12.2K0.01%+106New
LGT Financial Advisors LLC107$12.1K0.03%+1+0.9%Added
Westend Capital Management, LLC106$12.1K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd109$12.0K0.00%−24−18.0%Reduced
Ameriflex Group, Inc.100$11.8K0.01%+100New
BFSG, LLC103$11.7K0.00%00.0%Unchanged
Valued Wealth Advisors LLC102$11.6K0.01%+17+20.0%Added
Clear Street Markets LLC100$11.4K0.00%+100New
Wingate Wealth Advisors, Inc.100$11.4K0.01%+100New
Barrett & Company, Inc.100$11.4K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC96$10.9K0.02%+96New
Operose Advisors LLC96$10.9K0.00%−80−45.5%Reduced