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
- 1,782
- +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
- 644 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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 103,472 | $11.8M | 0.33% | −721−0.7% | Reduced |
| TCG Advisory Services, LLC | 103,407 | $11.8M | 0.50% | −7,283−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 98,351 | $11.2M | 0.04% | +1,993+2.1% | Added |
| Kestra Private Wealth Services, LLC | 96,050 | $10.9M | 0.19% | +6,707+7.5% | Added |
| Corebridge Financial, Inc. | 94,917 | $10.8M | 0.06% | −5,893−5.8% | Reduced |
| Mattern Capital Management, LLC | 94,376 | $10.8M | 1.40% | +5,510+6.2% | Added |
| Oppenheimer Asset Management Inc. | 94,211 | $10.7M | 0.13% | −206−0.2% | Reduced |
| State of Tennessee, Treasury Department | 93,846 | $10.7M | 0.04% | −48,193−33.9% | Reduced |
| CCM Investment Advisers LLC | 93,781 | $10.7M | 1.18% | −11,369−10.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,435 | $10.6M | 0.09% | +27,891+42.6% | Added |
| STRS Ohio | 93,419 | $10.6M | 0.04% | −18,408−16.5% | Reduced |
| Cohen & Steers, Inc. | 91,663 | $10.4M | 0.02% | +26,318+40.3% | Added |
| Verity & Verity, LLC | 90,260 | $10.3M | 0.94% | +22,719+33.6% | Added |
| Czech National Bank | 89,493 | $10.2M | 0.09% | +4,227+5.0% | Added |
| Retirement Systems of Alabama | 89,415 | $10.2M | 0.04% | −2,719−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 89,283 | $10.2M | 0.06% | −2,543−2.8% | Reduced |
| Mercer Global Advisors Inc | 88,491 | $10.1M | 0.02% | −25,863−22.6% | Reduced |
| Macquarie Group Ltd | 104,436 | $10.1M | 0.01% | −218,387−67.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,085 | $10.0M | 0.03% | +2,477+2.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,814 | $10.0M | 0.06% | −3,304−3.6% | Reduced |
| Adell Harriman & Carpenter Inc | 86,146 | $9.81M | 0.68% | −9,810−10.2% | Reduced |
| Eldred Rock Partners, LLC | 86,011 | $9.73M | 3.34% | +293+0.3% | Added |
| Skba Capital Management LLC | 84,735 | $9.65M | 1.53% | −3,650−4.1% | Reduced |
| ProShare Advisors LLC | 84,732 | $9.65M | 0.02% | +2,664+3.2% | Added |
| Aquatic Capital Management LLC | 84,393 | $9.61M | 0.26% | +15,693+22.8% | Added |
| Cambria Investment Management, L.P. | 83,715 | $9.54M | 0.58% | +6,840+8.9% | Added |
| Daymark Wealth Partners, LLC | 82,830 | $9.44M | 0.40% | +7,535+10.0% | Added |
| Heritage Investors Management Corp | 82,381 | $9.39M | 0.30% | +682+0.8% | Added |
| Advisory Services Network, LLC | 82,245 | $9.37M | 0.17% | +5,883+7.7% | Added |
| Varma Mutual Pension Insurance Co | 80,400 | $9.16M | 0.07% | −27,700−25.6% | Reduced |
| British Columbia Investment Management Corp | 80,151 | $9.13M | 0.05% | +9,393+13.3% | Added |
| Kestra Advisory Services, LLC | 79,987 | $9.11M | 0.05% | −6,128−7.1% | Reduced |
| Amalgamated Bank | 79,201 | $9.02M | 0.07% | −3,222−3.9% | Reduced |
| Marco Investment Management LLC | 78,982 | $9.00M | 0.78% | +1,060+1.4% | Added |
| GWM Advisors LLC | 78,864 | $8.98M | 0.05% | −5,333−6.3% | Reduced |
| HITE Hedge Asset Management LLC | 78,194 | $8.91M | 0.65% | +78,194 | New |
| AXA S.A. | 78,146 | $8.90M | 0.03% | +24,983+47.0% | Added |
| WSFS Capital Management, LLC | 77,714 | $8.85M | 0.48% | −1,280−1.6% | Reduced |
| Simmons Bank | 75,808 | $8.64M | 0.63% | +2,426+3.3% | Added |
| Spirit of America Management Corp | 74,936 | $8.54M | 1.73% | −7,850−9.5% | Reduced |
| CIBC Asset Management Inc | 72,684 | $8.28M | 0.03% | +851+1.2% | Added |
| Verition Fund Management LLC | 72,014 | $8.20M | 0.04% | +27,534+61.9% | Added |
| Fort Point Capital Partners LLC | 71,640 | $8.16M | 0.91% | −53−0.1% | Reduced |
| Brown Advisory Inc | 71,437 | $8.14M | 0.01% | −10,562−12.9% | Reduced |
| Calamos Advisors LLC | 71,143 | $8.11M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 68,582 | $8.08M | 0.02% | +2,752+4.2% | Added |
| Venture Visionary Partners LLC | 70,196 | $8.00M | 0.34% | +2,314+3.4% | Added |
| La Banque Postale Asset Management SA | 68,923 | $7.85M | 0.11% | +47,242+217.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 68,910 | $7.85M | 0.03% | −257−0.4% | Reduced |
| Daiwa Securities Group Inc. | 68,752 | $7.83M | 0.03% | +6,492+10.4% | Added |
| Utah Retirement Systems | 68,367 | $7.79M | 0.09% | −800−1.2% | Reduced |
| Visionary Wealth Advisors | 68,322 | $7.78M | 0.46% | +806+1.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 67,253 | $7.66M | 0.10% | −4,030−5.7% | Reduced |
| Viking Fund Management LLC | 67,000 | $7.63M | 1.19% | +32,000+91.4% | Added |
| Osborne Partners Capital Management, LLC | 66,518 | $7.58M | 0.44% | +1,026+1.6% | Added |
| Guggenheim Capital LLC | 66,323 | $7.56M | 0.06% | −1,158−1.7% | Reduced |
| Alaska Permanent Fund Corp | 65,636 | $7.48M | 0.11% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 65,443 | $7.46M | 0.10% | +3,092+5.0% | Added |
| CIBC World Markets Corp | 65,428 | $7.45M | 0.04% | +8,271+14.5% | Added |
| Foundation Resource Management Inc | 64,915 | $7.40M | 1.24% | −567−0.9% | Reduced |
| AlTi Global, Inc. | 62,826 | $7.36M | 0.18% | +59,971+2,100.6% | Added |
| Cypress Capital Group | 64,535 | $7.35M | 0.90% | −765−1.2% | Reduced |
| Advisors Asset Management, Inc. | 63,346 | $7.22M | 0.13% | −9,633−13.2% | Reduced |
| RPG Investment Advisory, LLC | 63,202 | $7.20M | 0.97% | −3,960−5.9% | Reduced |
| D.A. Davidson & Co. | 63,198 | $7.20M | 0.06% | +1,255+2.0% | Added |
| IFM Investors Pty Ltd | 62,855 | $7.16M | 0.07% | −9,006−12.5% | Reduced |
| Yousif Capital Management, LLC | 60,946 | $6.94M | 0.08% | −883−1.4% | Reduced |
| Federated Hermes, Inc. | 60,283 | $6.87M | 0.02% | −8,226−12.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 59,922 | $6.83M | 0.07% | +59,922 | New |
| Advisors Capital Management, LLC | 59,431 | $6.77M | 0.11% | +2,019+3.5% | Added |
| Xponance, Inc. | 58,630 | $6.68M | 0.06% | −415−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 56,856 | $6.48M | 0.03% | −917,707−94.2% | Reduced |
| Alley Investment Management Company, LLC | 55,976 | $6.38M | 0.81% | +3,083+5.8% | Added |
| Pathstone Holdings, LLC | 55,655 | $6.35M | 0.03% | +1,793+3.3% | Added |
| New York Life Investment Management LLC | 55,480 | $6.32M | 0.06% | −296−0.5% | Reduced |
| Hamilton Capital Partners Inc. | 55,468 | $6.32M | 0.47% | +11,167+25.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,458 | $6.32M | 0.02% | −8,347−13.1% | Reduced |
| Commerce Bank | 55,342 | $6.31M | 0.04% | −211−0.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 54,520 | $6.21M | 1.26% | −184−0.3% | Reduced |
| Leavell Investment Management, Inc. | 54,226 | $6.18M | 0.30% | −6,214−10.3% | Reduced |
| Schroder Investment Management Group | 54,505 | $6.10M | 0.01% | −139,861−72.0% | Reduced |
| Navellier & Associates Inc | 52,830 | $6.02M | 0.72% | +5,071+10.6% | Added |
| Brick & Kyle, Associates | 52,683 | $6.00M | 2.55% | −289−0.5% | Reduced |
| Kornitzer Capital Management Inc | 51,676 | $5.89M | 0.12% | −540−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 51,617 | $5.88M | 0.08% | −35,072−40.5% | Reduced |
| Disciplined Investments, LLC | 51,474 | $5.86M | 2.89% | −297−0.6% | Reduced |
| Telos Capital Management, Inc. | 51,111 | $5.82M | 0.62% | +855+1.7% | Added |
| Texas Yale Capital Corp. | 51,023 | $5.81M | 0.23% | +210+0.4% | Added |
| Royal Fund Management, LLC | 50,381 | $5.79M | 0.63% | −57,139−53.1% | Reduced |
| Nissay Asset Management Corp | 51,320 | $5.78M | 0.04% | −1,283−2.4% | Reduced |
| Two Sigma Advisers, LP | 50,700 | $5.78M | 0.01% | +50,700 | New |
| Dakota Wealth Management | 50,486 | $5.75M | 0.13% | −2,302−4.4% | Reduced |
| RBF Capital, LLC | 50,000 | $5.70M | 0.30% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 49,469 | $5.64M | 0.06% | −2,067−4.0% | Reduced |
| Rodgers Brothers Inc. | 49,413 | $5.63M | 0.73% | +1,400+2.9% | Added |
| NewSquare Capital LLC | 50,037 | $5.63M | 0.45% | +214+0.4% | Added |
| Arkadios Wealth Advisors | 48,900 | $5.57M | 0.30% | +6,071+14.2% | Added |
| Wesbanco Bank Inc | 48,849 | $5.57M | 0.19% | +190.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,297 | $5.50M | 0.06% | +3,915+8.8% | Added |
| Scissortail Wealth Management, LLC | 48,289 | $5.50M | 1.41% | +48,269+241,345.0% | Added |