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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 47,774 | $5.44M | 0.06% | +3,905+8.9% | Added |
| Thrivent Financial for Lutherans | 46,899 | $5.42M | 0.01% | −17,537−27.2% | Reduced |
| Mirador Capital Partners LP | 47,215 | $5.38M | 0.98% | −334−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 47,201 | $5.38M | 0.06% | −796−1.7% | Reduced |
| State of Alaska, Department of Revenue | 47,086 | $5.36M | 0.06% | −14,997−24.2% | Reduced |
| Oppenheimer & Co Inc | 46,953 | $5.35M | 0.08% | +4,515+10.6% | Added |
| Lido Advisors, LLC | 46,741 | $5.33M | 0.03% | +1,507+3.3% | Added |
| Stolper Co | 46,284 | $5.27M | 1.76% | +695+1.5% | Added |
| MAI Capital Management | 46,125 | $5.25M | 0.04% | +25,641+125.2% | Added |
| Buckingham Capital Management, Inc. | 45,684 | $5.20M | 0.60% | −926−2.0% | Reduced |
| Wealthfront Advisers LLC | 45,369 | $5.17M | 0.02% | −6,588−12.7% | Reduced |
| Sienna Gestion | 43,869 | $5.00M | 0.34% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 43,739 | $4.98M | 0.91% | +720+1.7% | Added |
| Mountain Hill Investment Partners Corp. | 43,315 | $4.93M | 5.03% | +43,315 | New |
| Squarepoint Ops LLC | 43,178 | $4.92M | 0.01% | −180,473−80.7% | Reduced |
| Colonial Trust Advisors | 42,482 | $4.84M | 0.43% | −1,309−3.0% | Reduced |
| Mackenzie Financial Corp | 42,439 | $4.84M | 0.01% | +5,233+14.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,705 | $4.80M | 0.02% | +8,517+24.9% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $4.80M | 1.43% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 42,095 | $4.80M | 0.02% | +755+1.8% | Added |
| Atlantic Union Bankshares Corp | 42,013 | $4.79M | 0.28% | −1,231−2.8% | Reduced |
| CCM Investment Group, LLC | 42,430 | $4.75M | 0.52% | +42,430 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 41,684 | $4.75M | 0.01% | −3,147−7.0% | Reduced |
| QRG Capital Management, Inc. | 41,657 | $4.75M | 0.05% | −22,453−35.0% | Reduced |
| Kesler, Norman & Wride, LLC | 41,468 | $4.72M | 1.02% | −1,139−2.7% | Reduced |
| Salem Investment Counselors Inc | 41,264 | $4.70M | 0.15% | −8,648−17.3% | Reduced |
| Kingsview Wealth Management, LLC | 40,795 | $4.65M | 0.09% | +281+0.7% | Added |
| Nations Financial Group Inc, | 40,727 | $4.64M | 0.34% | −3,585−8.1% | Reduced |
| Nkcfo LLC | 40,500 | $4.61M | 2.03% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 40,485 | $4.61M | 1.82% | −50−0.1% | Reduced |
| Coldstream Capital Management Inc | 40,235 | $4.58M | 0.10% | +1,349+3.5% | Added |
| Berger Financial Group, Inc | 39,916 | $4.55M | 0.31% | +893+2.3% | Added |
| Intech Investment Management LLC | 39,322 | $4.48M | 0.04% | −137,938−77.8% | Reduced |
| Mizuho Securities USA LLC | 39,142 | $4.46M | 0.08% | +12,000+44.2% | Added |
| Trajan Wealth LLC | 39,120 | $4.46M | 0.25% | +3,903+11.1% | Added |
| JustInvest LLC | 39,032 | $4.45M | 0.07% | +1,552+4.1% | Added |
| Cercano Management LLC | 38,959 | $4.44M | 0.11% | +38,959 | New |
| Huntington National Bank | 38,687 | $4.41M | 0.03% | −243−0.6% | Reduced |
| Quantinno Capital Management LP | 38,665 | $4.41M | 0.04% | +12,567+48.2% | Added |
| Meyer Handelman Co | 38,609 | $4.40M | 0.15% | −863−2.2% | Reduced |
| Eisler Capital Management Ltd. | 38,169 | $4.37M | 0.15% | +38,169 | New |
| Cozad Asset Management Inc | 38,320 | $4.37M | 0.41% | +1,037+2.8% | Added |
| Elo Mutual Pension Insurance Co | 38,199 | $4.35M | 0.09% | −2,098−5.2% | Reduced |
| Rothschild Investment LLC | 38,152 | $4.35M | 0.28% | +34+0.1% | Added |
| Virtu Financial LLC | 38,140 | $4.34M | 0.23% | +38,140 | New |
| Cary Street Partners Financial LLC | 38,034 | $4.33M | 0.14% | +38,034 | New |
| Farmers & Merchants Investments Inc | 37,994 | $4.33M | 0.14% | −1,171−3.0% | Reduced |
| Colonial Trust Co | 37,932 | $4.32M | 0.64% | +345+0.9% | Added |
| Heritage Trust Co | 37,700 | $4.30M | 0.51% | +37,700 | New |
| Shorepoint Capital Partners LLC | 37,657 | $4.29M | 0.98% | +627+1.7% | Added |
| Parsons Capital Management Inc | 37,511 | $4.27M | 0.23% | +9,412+33.5% | Added |
| Level Four Advisory Services, LLC | 37,458 | $4.27M | 0.17% | +827+2.3% | Added |
| HM Payson & Co | 37,326 | $4.25M | 0.07% | −228−0.6% | Reduced |
| First Manhattan Co | 26,459 | $4.25M | 0.01% | +10,926+70.3% | Added |
| Bremer Bank National Association | 36,965 | $4.21M | 0.83% | +12,326+50.0% | Added |
| Umb Bank N A | 36,935 | $4.21M | 0.07% | −2,496−6.3% | Reduced |
| Private Advisor Group, LLC | 36,890 | $4.20M | 0.02% | +1,975+5.7% | Added |
| Brady Family Wealth, LLC | 36,628 | $4.17M | 1.28% | −419−1.1% | Reduced |
| Bokf, NA | 36,565 | $4.17M | 0.07% | +63+0.2% | Added |
| Ancora Advisors, LLC | 36,388 | $4.15M | 0.09% | −1,137−3.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,269 | $4.12M | 0.04% | −541−1.5% | Reduced |
| Invesco, LLC | 35,906 | $4.09M | 1.63% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 35,674 | $4.06M | 0.13% | −1,690−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 35,656 | $4.06M | 0.03% | +18,853+112.2% | Added |
| Oregon Public Employees Retirement Fund | 35,429 | $4.04M | 0.07% | −350−1.0% | Reduced |
| Vontobel Holding Ltd. | 35,377 | $4.03M | 0.01% | +3,953+12.6% | Added |
| Northwestern Mutual Wealth Management Co | 35,248 | $4.02M | 0.00% | −6,058−14.7% | Reduced |
| KBC Group NV | 35,202 | $4.01M | 0.01% | −16,298−31.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 34,956 | $3.98M | 0.58% | +2,601+8.0% | Added |
| Bryn Mawr Trust Co | 34,915 | $3.98M | 0.07% | +1,057+3.1% | Added |
| Beacon Financial Group | 34,779 | $3.96M | 0.43% | −2,758−7.3% | Reduced |
| United Capital Financial Advisers, LLC | 34,770 | $3.96M | 0.03% | −1,313−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 34,540 | $3.94M | 0.02% | −2,660−7.2% | Reduced |
| Quadrature Capital Ltd | 34,486 | $3.93M | 0.08% | −50,831−59.6% | Reduced |
| Altrius Capital Management Inc | 34,446 | $3.92M | 1.05% | +1,881+5.8% | Added |
| Weiss Asset Management LP | 34,364 | $3.92M | 0.09% | −224,610−86.7% | Reduced |
| Jones Financial Companies LLLP | 34,303 | $3.91M | 0.00% | +9,959+40.9% | Added |
| Unigestion Holding SA | 34,231 | $3.90M | 0.22% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 33,802 | $3.85M | 0.08% | +12,147+56.1% | Added |
| Opus Investment Management Inc | 33,800 | $3.85M | 2.84% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 33,523 | $3.82M | 0.88% | +395+1.2% | Added |
| Clearbridge Investments, LLC | 33,517 | $3.82M | 0.00% | +534+1.6% | Added |
| Chatham Capital Group, Inc. | 33,480 | $3.81M | 0.63% | −500−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 33,192 | $3.78M | 0.10% | −387−1.2% | Reduced |
| Pinnacle Associates Ltd | 33,143 | $3.78M | 0.05% | −1,818−5.2% | Reduced |
| TD Waterhouse Canada Inc. | 33,022 | $3.76M | 0.03% | +275+0.8% | Added |
| Alpha Omega Wealth Management LLC | 32,938 | $3.75M | 0.71% | +664+2.1% | Added |
| Benjamin Edwards Inc | 32,839 | $3.74M | 0.05% | +2,767+9.2% | Added |
| UniSuper Management Pty Ltd | 32,747 | $3.73M | 0.03% | +6,662+25.5% | Added |
| Northeast Financial Consultants Inc | 32,720 | $3.73M | 0.16% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 32,535 | $3.71M | 0.17% | +3,341+11.4% | Added |
| Canal Insurance CO | 32,500 | $3.70M | 0.96% | 00.0% | Unchanged |
| McDonald Partners LLC | 32,486 | $3.70M | 0.95% | +866+2.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 32,177 | $3.67M | 0.53% | +32,177 | New |
| Ashton Thomas Private Wealth, LLC | 31,890 | $3.63M | 0.14% | +945+3.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,308 | $3.57M | 0.97% | −349−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 31,240 | $3.56M | 0.10% | −1,401−4.3% | Reduced |
| SevenBridge Financial Group, LLC | 27,208 | $3.52M | 0.67% | +2,851+11.7% | Added |
| CWM, LLC | 30,849 | $3.52M | 0.01% | +2,231+7.8% | Added |
| DT Investment Partners, LLC | 30,774 | $3.51M | 0.30% | −30,130−49.5% | Reduced |