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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 13,008 | $1.48M | 0.02% | −806−5.8% | Reduced |
| YHB Investment Advisors, Inc. | 12,892 | $1.47M | 0.12% | −272−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,836 | $1.46M | 0.02% | −14,447−53.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,783 | $1.46M | 0.07% | +530+4.3% | Added |
| Exeter Financial, LLC | 12,730 | $1.45M | 0.66% | +1,675+15.2% | Added |
| D. E. Shaw & Co., Inc. | 12,700 | $1.45M | 0.00% | −97,929−88.5% | Reduced |
| Sigma Planning Corp | 12,649 | $1.44M | 0.05% | −577−4.4% | Reduced |
| Donoghue Forlines LLC | 12,625 | $1.44M | 0.48% | +12,625 | New |
| Evercore Wealth Management, LLC | 12,624 | $1.44M | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 12,600 | $1.44M | 0.33% | 00.0% | Unchanged |
| Fruth Investment Management | 12,473 | $1.42M | 0.39% | −322−2.5% | Reduced |
| Allstate Corp | 12,429 | $1.42M | 0.04% | +12,429 | New |
| Diversified Trust Co | 12,396 | $1.41M | 0.03% | +2,646+27.1% | Added |
| Ostrum Asset Management | 12,250 | $1.40M | 0.12% | −504−4.0% | Reduced |
| GW Henssler & Associates Ltd | 10,549 | $1.39M | 0.08% | −1,837−14.8% | Reduced |
| Dynamic Advisor Solutions LLC | 12,158 | $1.39M | 0.06% | −277−2.2% | Reduced |
| Orca Wealth Management, LLC | 12,137 | $1.38M | 1.24% | +12,137 | New |
| Williams Jones Wealth Management, LLC. | 12,112 | $1.38M | 0.02% | +250+2.1% | Added |
| Vident Advisory, LLC | 12,062 | $1.37M | 0.02% | +167+1.4% | Added |
| Rowland & Co Investment Counsel | 12,021 | $1.37M | 0.29% | +1,560+14.9% | Added |
| Fiduciary Trust Co | 12,014 | $1.37M | 0.02% | +561+4.9% | Added |
| Bangor Savings Bank | 11,959 | $1.36M | 0.13% | −414−3.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 11,912 | $1.36M | 0.91% | +6,802+133.1% | Added |
| 1832 Asset Management L.P. | 11,894 | $1.36M | 0.00% | −12,514−51.3% | Reduced |
| Sowell Financial Services LLC | 11,773 | $1.34M | 0.07% | −51,821−81.5% | Reduced |
| First National Advisers, LLC | 11,745 | $1.34M | 0.22% | −35−0.3% | Reduced |
| Pathway Financial Advisers, LLC | 11,711 | $1.33M | 0.45% | +222+1.9% | Added |
| Spears Abacus Advisors LLC | 11,691 | $1.33M | 0.03% | −112−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 11,690 | $1.33M | 0.02% | +309+2.7% | Added |
| Moors & Cabot, Inc. | 11,680 | $1.33M | 0.06% | −332−2.8% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.32M | 0.17% | 00.0% | Unchanged |
| Quarry LP | 11,578 | $1.32M | 0.26% | −14,020−54.8% | Reduced |
| Counterweight Ventures, LLC | 11,550 | $1.32M | 0.93% | +183+1.6% | Added |
| Wetherby Asset Management Inc | 11,428 | $1.30M | 0.06% | −1,156−9.2% | Reduced |
| Simplex Trading, LLC | 11,399 | $1.30M | 0.04% | +11,399 | New |
| Greenleaf Trust | 11,383 | $1.30M | 0.01% | +30+0.3% | Added |
| Boyd Watterson Asset Management LLC | 11,359 | $1.29M | 0.36% | +250+2.3% | Added |
| Bragg Financial Advisors, Inc | 11,289 | $1.29M | 0.05% | +10.0% | Added |
| Resources Management Corp | 11,177 | $1.27M | 0.17% | +19+0.2% | Added |
| CAPROCK Group, Inc. | 11,172 | $1.27M | 0.04% | +1,478+15.2% | Added |
| Jacobi Capital Management LLC | 11,076 | $1.26M | 0.09% | +736+7.1% | Added |
| Thoroughbred Financial Services, LLC | 11,029 | $1.26M | 0.08% | +655+6.3% | Added |
| Equitable Holdings, Inc. | 11,017 | $1.26M | 0.01% | +1,386+14.4% | Added |
| Umpqua Bank | 10,609 | $1.24M | 0.43% | +613+6.1% | Added |
| Great Lakes Retirement, Inc. | 10,904 | $1.24M | 0.16% | +491+4.7% | Added |
| Bank Ozk | 10,855 | $1.24M | 0.51% | +2,521+30.2% | Added |
| Csenge Advisory Group | 10,820 | $1.23M | 0.07% | +1,874+20.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,758 | $1.23M | 0.46% | +1,546+16.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,757 | $1.23M | 0.29% | −249−2.3% | Reduced |
| Smith, Moore & Co. | 10,732 | $1.22M | 0.11% | +91+0.9% | Added |
| Gateway Investment Advisers LLC | 10,636 | $1.21M | 0.01% | −3,135−22.8% | Reduced |
| CFM Wealth Partners LLC | 10,626 | $1.21M | 0.20% | −54−0.5% | Reduced |
| Tower Bridge Advisors | 10,599 | $1.21M | 0.13% | −13−0.1% | Reduced |
| Segment Wealth Management, LLC | 10,467 | $1.19M | 0.08% | +262+2.6% | Added |
| Martingale Asset Management L P | 10,460 | $1.19M | 0.03% | −66,094−86.3% | Reduced |
| Flavin Financial Services, Inc. | 10,445 | $1.19M | 1.13% | +10,445 | New |
| Wealthspire Advisors, LLC | 10,440 | $1.19M | 0.01% | −678−6.1% | Reduced |
| First National Trust Co | 10,375 | $1.18M | 0.04% | −249−2.3% | Reduced |
| Parallel Advisors, LLC | 10,281 | $1.17M | 0.03% | −301−2.8% | Reduced |
| Jeppson Wealth Management, LLC | 10,279 | $1.17M | 0.42% | −50−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,264 | $1.17M | 0.00% | +7,036+218.0% | Added |
| Brighton Jones LLC | 10,239 | $1.17M | 0.03% | +7,214+238.5% | Added |
| Wahed Invest LLC | 10,224 | $1.16M | 0.19% | +65+0.6% | Added |
| Westwood Holdings Group Inc. | 10,186 | $1.16M | 0.01% | +2,872+39.3% | Added |
| Financial Advocates Investment Management | 10,180 | $1.16M | 0.07% | −626−5.8% | Reduced |
| Keeley-Teton Advisors, LLC | 10,109 | $1.15M | 0.13% | +527+5.5% | Added |
| Smith Group Asset Management, LLC | 10,084 | $1.15M | 0.08% | +10,084 | New |
| Pavion Blue Capital, LLC | 10,071 | $1.15M | 0.54% | −17−0.2% | Reduced |
| Meeder Advisory Services, Inc. | 9,932 | $1.13M | 0.07% | −81−0.8% | Reduced |
| Adirondack Trust Co | 9,923 | $1.13M | 0.43% | −102−1.0% | Reduced |
| Accordant Advisory Group Inc | 9,857 | $1.12M | 1.08% | +9+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 8,539 | $1.12M | 0.37% | +225+2.7% | Added |
| Martin Capital Partners, LLC | 9,833 | $1.12M | 1.33% | −14,393−59.4% | Reduced |
| Wealthcare Advisory Partners LLC | 9,791 | $1.12M | 0.03% | −228−2.3% | Reduced |
| Oddo BHF Asset Management SAS | 9,752 | $1.11M | 0.06% | −3,870−28.4% | Reduced |
| CWC Advisors, LLC. | 9,743 | $1.11M | 1.11% | +92+1.0% | Added |
| Cullinan Associates Inc | 9,739 | $1.11M | 0.07% | −500−4.9% | Reduced |
| Country Club Bank | 9,897 | $1.11M | 0.07% | −121−1.2% | Reduced |
| Horizon Investments, LLC | 9,726 | $1.11M | 0.03% | +174+1.8% | Added |
| South State Corp. | 9,710 | $1.11M | 0.07% | −738−7.1% | Reduced |
| EP Wealth Advisors, LLC | 9,701 | $1.11M | 0.01% | −1,744−15.2% | Reduced |
| Integrated Wealth Concepts LLC | 9,697 | $1.10M | 0.01% | −72−0.7% | Reduced |
| Alta Capital Management LLC | 9,682 | $1.10M | 0.07% | +26+0.3% | Added |
| Independent Financial Group, LLC | 9,667 | $1.10M | 0.04% | −3,281−25.3% | Reduced |
| J. W. Coons Advisors, LLC | 9,658 | $1.10M | 0.28% | +60+0.6% | Added |
| Wimmer Associates 1, LLC | 9,605 | $1.09M | 0.54% | −60−0.6% | Reduced |
| Signaturefd, LLC | 9,589 | $1.09M | 0.02% | −66−0.7% | Reduced |
| Ramirez Asset Management, Inc. | 9,562 | $1.09M | 0.22% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,552 | $1.09M | 0.01% | −4,853−33.7% | Reduced |
| Sterling Capital Management LLC | 9,537 | $1.09M | 0.01% | −905−8.7% | Reduced |
| JBR Co Financial Management Inc | 9,520 | $1.08M | 0.66% | +85+0.9% | Added |
| Vise Technologies, Inc. | 9,449 | $1.08M | 0.09% | +3,674+63.6% | Added |
| Buckingham Strategic Partners | 9,441 | $1.08M | 0.02% | +467+5.2% | Added |
| Applied Finance Capital Management, LLC | 9,439 | $1.08M | 0.05% | +1,287+15.8% | Added |
| Beacon Investment Advisors LLC | 9,416 | $1.07M | 0.50% | +17+0.2% | Added |
| Fairfield, Bush & Co. | 9,334 | $1.06M | 0.63% | +370+4.1% | Added |
| Lokken Investment Group LLC | 9,272 | $1.06M | 0.46% | +219+2.4% | Added |
| Naviter Wealth, LLC | 9,253 | $1.05M | 0.13% | +5,022+118.7% | Added |
| Vestmark Advisory Solutions, Inc. | 9,249 | $1.05M | 0.04% | −50−0.5% | Reduced |
| Parcion Private Wealth LLC | 9,236 | $1.05M | 0.08% | −45−0.5% | Reduced |