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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 30,454 | $3.47M | 0.61% | −9,269−23.3% | Reduced |
| First American Bank | 30,354 | $3.46M | 0.24% | −2,667−8.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 30,313 | $3.45M | 2.14% | +246+0.8% | Added |
| Mader & Shannon Wealth Management, Inc. | 30,229 | $3.44M | 2.13% | +30,229 | New |
| Glass Wealth Management Co LLC | 30,109 | $3.43M | 1.86% | −630−2.0% | Reduced |
| Candriam Luxembourg S.C.A. | 30,062 | $3.42M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 30,044 | $3.42M | 0.01% | +30,044 | New |
| Johnson Investment Counsel Inc | 29,985 | $3.42M | 0.03% | −74−0.2% | Reduced |
| Prospera Financial Services Inc | 29,959 | $3.42M | 0.08% | +919+3.2% | Added |
| Bessemer Group Inc | 29,603 | $3.37M | 0.01% | −957−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 29,532 | $3.36M | 0.03% | +1,236+4.4% | Added |
| Ellerson Group Inc | 29,421 | $3.35M | 2.45% | +922+3.2% | Added |
| Baxter Bros Inc | 29,150 | $3.32M | 0.43% | −637−2.1% | Reduced |
| Kentucky Retirement Systems | 28,764 | $3.28M | 0.10% | −396−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 28,752 | $3.28M | 0.04% | −2,074−6.7% | Reduced |
| Strategic Planning Group, LLC | 28,574 | $3.26M | 0.60% | +1,857+7.0% | Added |
| German American Bancorp, Inc. | 28,254 | $3.22M | 0.34% | −30.0% | Reduced |
| Acadian Asset Management LLC | 28,239 | $3.22M | 0.01% | +18,873+201.5% | Added |
| Central Trust Co | 28,084 | $3.20M | 0.08% | −10.0% | Reduced |
| Riverview Capital Advisers, LLC | 27,875 | $3.18M | 0.96% | −100−0.4% | Reduced |
| Independent Advisor Alliance | 27,740 | $3.16M | 0.04% | +2,755+11.0% | Added |
| Generali Asset Management SPA SGR | 27,610 | $3.15M | 0.08% | +27,610 | New |
| Citizens National Bank Trust Department | 27,234 | $3.10M | 0.66% | −350−1.3% | Reduced |
| Sciencast Management LP | 26,721 | $3.04M | 0.83% | +26,721 | New |
| Hilltop Holdings Inc. | 26,655 | $3.04M | 0.19% | +374+1.4% | Added |
| Everence Capital Management Inc | 26,620 | $3.03M | 0.20% | +26,620 | New |
| Tocqueville Asset Management L.P. | 26,617 | $3.03M | 0.05% | −111−0.4% | Reduced |
| Voleon Capital Management LP | 26,475 | $3.02M | 0.22% | +26,475 | New |
| TownSquare Capital, LLC | 26,474 | $3.02M | 0.03% | +2,349+9.7% | Added |
| Natixis | 26,417 | $3.01M | 0.02% | −179,761−87.2% | Reduced |
| Capstone Investment Advisors, LLC | 26,385 | $3.01M | 0.03% | +14,061+114.1% | Added |
| TD Private Client Wealth LLC | 26,211 | $2.99M | 0.08% | −1,196−4.4% | Reduced |
| Principle Wealth Partners LLC | 26,204 | $2.99M | 0.21% | +57+0.2% | Added |
| Sonora Investment Management Group, LLC | 26,196 | $2.98M | 0.23% | +4,844+22.7% | Added |
| NEOS Investment Management LLC | 26,087 | $2.97M | 0.07% | +6,221+31.3% | Added |
| Atria Wealth Solutions, Inc. | 25,849 | $2.95M | 0.03% | −950−3.5% | Reduced |
| Cardinal Capital Management | 25,810 | $2.94M | 0.46% | +372+1.5% | Added |
| Aptus Capital Advisors, LLC | 25,729 | $2.93M | 0.03% | +18,142+239.1% | Added |
| Hartford Investment Management Co | 25,476 | $2.90M | 0.10% | −855−3.2% | Reduced |
| Equitable Trust Co | 25,329 | $2.89M | 0.16% | +492+2.0% | Added |
| Fifth Third Bancorp | 25,239 | $2.88M | 0.01% | −7,331−22.5% | Reduced |
| Metis Global Partners, LLC | 25,151 | $2.87M | 0.09% | +1,848+7.9% | Added |
| Woodline Partners LP | 24,802 | $2.83M | 0.02% | +24,802 | New |
| Cyndeo Wealth Partners, LLC | 24,791 | $2.82M | 0.19% | +3,533+16.6% | Added |
| Exencial Wealth Advisors, LLC | 24,655 | $2.81M | 0.10% | −41−0.2% | Reduced |
| Herold Advisors, Inc. | 24,521 | $2.79M | 0.61% | −1,014−4.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,231 | $2.76M | 0.56% | +6,442+36.2% | Added |
| Ieq Capital, LLC | 23,999 | $2.73M | 0.03% | +9,124+61.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 23,971 | $2.73M | 0.84% | +120+0.5% | Added |
| Fundamentun, LLC | 23,921 | $2.73M | 0.16% | −1,604−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 23,899 | $2.72M | 0.09% | −322−1.3% | Reduced |
| WCM Investment Management, LLC | 24,233 | $2.71M | 0.01% | +14,343+145.0% | Added |
| Davenport & Co LLC | 23,793 | $2.71M | 0.02% | +249+1.1% | Added |
| RSM US Wealth Management LLC | 24,075 | $2.71M | 0.04% | +6,497+37.0% | Added |
| Prime Capital Investment Advisors, LLC | 23,700 | $2.70M | 0.04% | +302+1.3% | Added |
| M&G Plc | 23,616 | $2.69M | 0.02% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 23,493 | $2.68M | 0.06% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 22,977 | $2.62M | 0.05% | −313−1.3% | Reduced |
| Toroso Investments, LLC | 22,916 | $2.61M | 0.02% | +1,393+6.5% | Added |
| Norinchukin Bank, The | 22,812 | $2.60M | 0.05% | +3,428+17.7% | Added |
| Sendero Wealth Management, LLC | 22,746 | $2.59M | 0.39% | −17,755−43.8% | Reduced |
| CIBC World Markets Inc. | 22,686 | $2.58M | 0.01% | −9,953−30.5% | Reduced |
| HB Wealth Management, LLC | 22,539 | $2.57M | 0.03% | +2,768+14.0% | Added |
| Rockline Wealth Management, LLC | 22,464 | $2.56M | 0.68% | +1,234+5.8% | Added |
| Commerzbank Aktiengesellschaft | 22,744 | $2.55M | 0.06% | −1,556−6.4% | Reduced |
| Louisiana State Employees Retirement System | 22,200 | $2.53M | 0.05% | −1,400−5.9% | Reduced |
| Securian Asset Management, Inc | 22,195 | $2.53M | 0.07% | −954−4.1% | Reduced |
| River Wealth Advisors LLC | 22,157 | $2.52M | 0.33% | −1,791−7.5% | Reduced |
| Maryland State Retirement & Pension System | 22,043 | $2.51M | 0.05% | −2,221−9.2% | Reduced |
| Financial Counselors Inc | 22,029 | $2.51M | 0.04% | −51−0.2% | Reduced |
| Trexquant Investment LP | 21,858 | $2.49M | 0.03% | −58,928−72.9% | Reduced |
| Mediolanum International Funds Ltd | 22,191 | $2.48M | 0.03% | +7,041+46.5% | Added |
| Americana Partners, LLC | 21,662 | $2.47M | 0.10% | −760−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,537 | $2.45M | 0.09% | +411+1.9% | Added |
| Wolverine Trading, LLC | 21,818 | $2.44M | 0.05% | −18,656−46.1% | Reduced |
| Groupama Asset Managment | 21,800 | $2.44M | 0.05% | +11,360+108.8% | Added |
| FourThought Financial Partners, LLC | 21,382 | $2.44M | 0.25% | −27,365−56.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 21,374 | $2.44M | 0.07% | −1,414−6.2% | Reduced |
| SWS Partners | 21,347 | $2.43M | 0.74% | +2,685+14.4% | Added |
| J. Safra Sarasin Holding AG | 21,279 | $2.42M | 0.04% | +21,279 | New |
| Icon Wealth Advisors, LLC | 21,241 | $2.42M | 0.20% | +1,557+7.9% | Added |
| Procyon Private Wealth Partners, LLC | 21,057 | $2.40M | 0.15% | +4,419+26.6% | Added |
| Northwest & Ethical Investments L.P. | 20,952 | $2.39M | 0.06% | +6,167+41.7% | Added |
| First Nebraska Trust Co | 20,748 | $2.36M | 0.23% | +356+1.7% | Added |
| DCM Advisors, LLC | 20,724 | $2.36M | 1.11% | +979+5.0% | Added |
| Concurrent Investment Advisors, LLC | 20,679 | $2.36M | 0.06% | +105+0.5% | Added |
| Silvercrest Asset Management Group LLC | 20,668 | $2.35M | 0.02% | +50+0.2% | Added |
| Becker Capital Management Inc | 20,610 | $2.35M | 0.08% | −73−0.4% | Reduced |
| Brookstone Capital Management | 20,564 | $2.34M | 0.03% | −1,563−7.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,554 | $2.34M | 0.16% | +1,645+8.7% | Added |
| Cheviot Value Management, LLC | 20,551 | $2.34M | 0.45% | +387+1.9% | Added |
| GTS Securities LLC | 20,434 | $2.33M | 0.11% | +14,856+266.3% | Added |
| Community Bank, N.A. | 20,157 | $2.30M | 0.29% | +3,180+18.7% | Added |
| International Assets Investment Management, LLC | 20,017 | $2.29M | 0.19% | +20,017 | New |
| Cresset Asset Management, LLC | 20,022 | $2.28M | 0.01% | −28,260−58.5% | Reduced |
| Tower Research Capital LLC (TRC) | 20,018 | $2.28M | 0.05% | +11,855+145.2% | Added |
| Mattern Wealth Management LLC | 19,988 | $2.28M | 0.50% | −919−4.4% | Reduced |
| Argyle Capital Management Inc. | 19,937 | $2.27M | 0.89% | +1,151+6.1% | Added |
| New Mexico Educational Retirement Board | 19,928 | $2.27M | 0.08% | −800−3.9% | Reduced |
| Patten & Patten Inc | 19,923 | $2.27M | 0.15% | −218−1.1% | Reduced |