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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 19,883 | $2.27M | 0.73% | −86−0.4% | Reduced |
| Intrust Bank NA | 19,860 | $2.26M | 0.23% | 00.0% | Unchanged |
| Somerset Trust Co | 19,802 | $2.26M | 0.85% | +612+3.2% | Added |
| Hartford Financial Management Inc. | 19,796 | $2.26M | 0.46% | −107−0.5% | Reduced |
| Summit Financial, LLC | 19,741 | $2.25M | 0.08% | −122−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,553 | $2.23M | 0.03% | −816−4.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,436 | $2.21M | 1.03% | +1,029+5.6% | Added |
| Stock Yards Bank & Trust Co | 19,410 | $2.21M | 0.08% | −3,358−14.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,288 | $2.20M | 0.03% | +457+2.4% | Added |
| Atria Investments LLC | 19,253 | $2.19M | 0.03% | −6,232−24.5% | Reduced |
| Brinker Capital Investments, LLC | 19,117 | $2.18M | 0.02% | +575+3.1% | Added |
| Orion Portfolio Solutions, LLC | 19,117 | $2.18M | 0.02% | +575+3.1% | Added |
| Crossmark Global Holdings, Inc. | 19,075 | $2.17M | 0.04% | −1,796−8.6% | Reduced |
| City Holding Co | 19,065 | $2.17M | 0.31% | +60.0% | Added |
| PFW Advisors LLC | 18,895 | $2.15M | 0.66% | +18,895 | New |
| Synovus Financial Corp | 18,712 | $2.13M | 0.03% | −7,842−29.5% | Reduced |
| Regions Financial Corp | 18,540 | $2.11M | 0.02% | −1,621−8.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,414 | $2.10M | 0.06% | −95−0.5% | Reduced |
| Wisconsin Capital Management LLC | 18,330 | $2.09M | 1.15% | −2,545−12.2% | Reduced |
| Omers Administration Corp | 18,282 | $2.08M | 0.02% | +2,993+19.6% | Added |
| Cherokee Insurance Co | 18,150 | $2.07M | 0.94% | +18,150 | New |
| Avantax Planning Partners, Inc. | 18,149 | $2.07M | 0.07% | −191−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 18,017 | $2.05M | 0.17% | +2,960+19.7% | Added |
| Burney Co | 18,009 | $2.05M | 0.07% | −13,003−41.9% | Reduced |
| Snowden Capital Advisors LLC | 17,980 | $2.05M | 0.06% | −661−3.5% | Reduced |
| National Asset Management, Inc. | 17,968 | $2.05M | 0.07% | −2,337−11.5% | Reduced |
| F/M Investments LLC | 17,788 | $2.03M | 0.07% | +3,646+25.8% | Added |
| Bartlett & Co. Wealth Management LLC | 17,767 | $2.02M | 0.03% | −555−3.0% | Reduced |
| Convergence Investment Partners, LLC | 17,756 | $2.02M | 0.45% | −55−0.3% | Reduced |
| Mutual Advisors, LLC | 16,852 | $2.02M | 0.06% | +2,301+15.8% | Added |
| Vestcor Inc | 17,690 | $2.02M | 0.07% | +1,273+7.8% | Added |
| Tiaa Trust, National Association | 17,605 | $2.01M | 0.01% | −22−0.1% | Reduced |
| HBK Sorce Advisory LLC | 17,574 | $2.00M | 0.06% | +143+0.8% | Added |
| XML Financial, LLC | 17,503 | $1.99M | 0.18% | −336−1.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,452 | $1.99M | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,347 | $1.98M | 0.07% | −4,038−18.9% | Reduced |
| Cobblestone Capital Advisors LLC | 17,325 | $1.97M | 0.11% | −223−1.3% | Reduced |
| Hancock Whitney Corp | 17,271 | $1.97M | 0.06% | +600+3.6% | Added |
| Moser Wealth Advisors, LLC | 17,220 | $1.96M | 1.02% | −192−1.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $1.95M | 0.20% | +17,120 | New |
| Auxier Asset Management | 17,017 | $1.94M | 0.30% | −453−2.6% | Reduced |
| Vinva Investment Management Ltd | 17,242 | $1.93M | 0.08% | +11,897+222.6% | Added |
| Carret Asset Management, LLC | 16,836 | $1.92M | 0.21% | −20.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,827 | $1.92M | 0.11% | +5,752+51.9% | Added |
| Principal Securities, Inc. | 16,739 | $1.91M | 0.04% | +484+3.0% | Added |
| Northside Capital Management, LLC | 16,725 | $1.91M | 0.51% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 16,708 | $1.90M | 0.41% | +16,708 | New |
| Keystone Wealth Services, LLC | 16,683 | $1.90M | 0.50% | −600−3.5% | Reduced |
| Everett Harris & Co | 16,642 | $1.90M | 0.02% | +464+2.9% | Added |
| Terry L. Blaker | 16,580 | $1.89M | 0.07% | +784+5.0% | Added |
| Wilkins Investment Counsel Inc | 16,549 | $1.89M | 0.27% | +371+2.3% | Added |
| Wedbush Securities Inc | 16,549 | $1.89M | 0.07% | −2,367−12.5% | Reduced |
| Neville Rodie & Shaw Inc | 16,528 | $1.88M | 0.14% | −24−0.1% | Reduced |
| Fernwood Investment Management, LLC | 16,487 | $1.88M | 0.65% | −400−2.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,256 | $1.85M | 0.04% | −52−0.3% | Reduced |
| TBH Global Asset Management, LLC | 16,184 | $1.84M | 0.44% | −80.0% | Reduced |
| Allworth Financial LP | 15,262 | $1.81M | 0.01% | +2,484+19.4% | Added |
| Quantessence Capital LLC | 15,843 | $1.80M | 0.74% | +15,843 | New |
| Great Valley Advisor Group, Inc. | 15,695 | $1.79M | 0.04% | +196+1.3% | Added |
| Promethium Advisors,llc | 15,611 | $1.78M | 1.22% | +66+0.4% | Added |
| PFG Investments, LLC | 15,304 | $1.74M | 0.11% | +763+5.2% | Added |
| Hendley & Co Inc | 15,270 | $1.74M | 0.61% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 15,200 | $1.73M | 0.38% | −162−1.1% | Reduced |
| NewEdge Wealth, LLC | 15,199 | $1.73M | 0.03% | +81+0.5% | Added |
| Koshinski Asset Management, Inc. | 15,197 | $1.73M | 0.15% | +19+0.1% | Added |
| Empirical Finance, LLC | 15,125 | $1.72M | 0.10% | −4,111−21.4% | Reduced |
| William B. Walkup & Associates, Inc. | 15,034 | $1.71M | 1.08% | 00.0% | Unchanged |
| Haverford Trust Co | 15,014 | $1.71M | 0.02% | −144−0.9% | Reduced |
| Stephens Inc | 14,987 | $1.71M | 0.02% | −234−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,964 | $1.70M | 0.06% | −109−0.7% | Reduced |
| Capital Advisors Inc | 14,878 | $1.70M | 0.03% | +645+4.5% | Added |
| Crescent Sterling, Ltd. | 14,772 | $1.68M | 1.73% | −162−1.1% | Reduced |
| Western Wealth Management, LLC | 14,692 | $1.67M | 0.09% | +312+2.2% | Added |
| Harbour Investment Management LLC | 14,671 | $1.67M | 0.73% | +79+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 14,651 | $1.67M | 0.64% | +14,651 | New |
| U.S. Capital Wealth Advisors, LLC | 14,634 | $1.67M | 0.05% | +855+6.2% | Added |
| NFJ Investment Group, LLC | 14,557 | $1.66M | 0.05% | −145−1.0% | Reduced |
| Curbstone Financial Management Corp | 14,504 | $1.65M | 0.35% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 14,485 | $1.65M | 0.16% | +4,251+41.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,231 | $1.64M | 0.28% | +8,838+71.3% | Added |
| Caldwell Trust Co | 14,233 | $1.62M | 0.17% | +3,087+27.7% | Added |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.62M | 0.20% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,183 | $1.62M | 0.05% | −344−2.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 14,158 | $1.61M | 0.03% | +14,158 | New |
| Savant Capital, LLC | 14,152 | $1.61M | 0.01% | +980+7.4% | Added |
| IHT Wealth Management, LLC | 13,935 | $1.59M | 0.05% | −1,842−11.7% | Reduced |
| Apollon Wealth Management, LLC | 13,866 | $1.58M | 0.04% | +2,697+24.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,847 | $1.58M | 1.51% | −343−2.4% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.58M | 0.07% | 00.0% | Unchanged |
| First National Bank of Omaha | 13,560 | $1.54M | 0.10% | −1,206−8.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,543 | $1.54M | 0.01% | −2,232−14.1% | Reduced |
| Shelton Capital Management | 13,508 | $1.54M | 0.04% | +700+5.5% | Added |
| Tweedy, Browne Co LLC | 13,471 | $1.53M | 0.10% | −16,757−55.4% | Reduced |
| Harvest Portfolios Group Inc. | 13,460 | $1.53M | 0.05% | +1,313+10.8% | Added |
| Consolidated Planning Corp | 13,342 | $1.52M | 0.21% | +7,716+137.1% | Added |
| Paragon Capital Management LLC | 13,267 | $1.51M | 0.81% | +359+2.8% | Added |
| Marion Wealth Management | 13,255 | $1.51M | 0.40% | +353+2.7% | Added |
| HRT Financial LP | 13,207 | $1.50M | 0.01% | −12,185−48.0% | Reduced |
| Private Capital Management, LLC | 13,146 | $1.50M | 0.16% | +4,352+49.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,113 | $1.49M | 0.03% | −154−1.2% | Reduced |