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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 9,200 | $1.05M | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 9,168 | $1.04M | 0.02% | +538+6.2% | Added |
| Global Retirement Partners, LLC | 9,140 | $1.04M | 0.03% | +48+0.5% | Added |
| Energy Income Partners, LLC | 9,103 | $1.04M | 0.02% | −4,334−32.3% | Reduced |
| Ethic Inc. | 9,095 | $1.04M | 0.02% | +6,398+237.2% | Added |
| Graham Capital Management, L.P. | 9,086 | $1.04M | 0.03% | +9,086 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,074 | $1.03M | 0.04% | −142−1.5% | Reduced |
| Lee Danner & Bass Inc | 9,038 | $1.03M | 0.08% | −58−0.6% | Reduced |
| Ingalls & Snyder LLC | 9,032 | $1.03M | 0.04% | −95−1.0% | Reduced |
| Hilltop National Bank | 9,006 | $1.03M | 0.31% | +1,968+28.0% | Added |
| Delta Financial Advisors LLC | 8,974 | $1.02M | 0.38% | −248−2.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,935 | $1.02M | 0.18% | +589+7.1% | Added |
| Lowe Brockenbrough & Co Inc | 8,905 | $1.01M | 0.07% | −31−0.3% | Reduced |
| Mather Group, LLC. | 8,773 | $999.5K | 0.01% | −41−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,736 | $995.3K | 0.21% | −401−4.4% | Reduced |
| Guyasuta Investment Advisors Inc | 8,716 | $993.0K | 0.06% | +33+0.4% | Added |
| Bleakley Financial Group, LLC | 8,673 | $988.1K | 0.03% | +78+0.9% | Added |
| Flagship Harbor Advisors, LLC | 8,631 | $983.3K | 0.05% | −51−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 8,631 | $983.3K | 0.04% | +592+7.4% | Added |
| Argent Trust Co | 8,627 | $982.9K | 0.04% | −53−0.6% | Reduced |
| New Age Alpha Advisors, LLC | 8,620 | $982.1K | 0.04% | +8,620 | New |
| HighPoint Advisor Group LLC | 7,645 | $977.4K | 0.05% | +76+1.0% | Added |
| Arvest Investments, Inc. | 8,475 | $965.6K | 0.15% | +143+1.7% | Added |
| Barry Investment Advisors, LLC | 8,474 | $965.5K | 0.31% | −473−5.3% | Reduced |
| Verdence Capital Advisors LLC | 8,446 | $962.2K | 0.08% | −781−8.5% | Reduced |
| Merit Financial Group, LLC | 8,372 | $953.8K | 0.02% | +4,204+100.9% | Added |
| AE Wealth Management LLC | 8,369 | $953.5K | 0.01% | −9,708−53.7% | Reduced |
| GAMMA Investing LLC | 8,366 | $953.1K | 0.08% | +23+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,315 | $947.3K | 0.20% | +14+0.2% | Added |
| MONECO Advisors, LLC | 8,265 | $941.7K | 0.10% | +985+13.5% | Added |
| BWM Planning, LLC | 8,240 | $938.8K | 0.41% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 8,236 | $938.3K | 0.25% | +1,247+17.8% | Added |
| Patten Group, Inc. | 8,220 | $936.5K | 0.21% | −450−5.2% | Reduced |
| Farther Finance Advisors, LLC | 8,186 | $932.6K | 0.03% | +229+2.9% | Added |
| LMR Partners LLP | 8,172 | $931.0K | 0.02% | +8,167+163,340.0% | Added |
| Intrua Financial, LLC | 8,172 | $931.0K | 0.15% | −158−1.9% | Reduced |
| Mairs & Power Inc | 8,116 | $924.7K | 0.01% | +1,566+23.9% | Added |
| Cowa, LLC | 8,099 | $922.8K | 0.43% | +10.0% | Added |
| Strategic Advisors LLC | 8,072 | $919.6K | 0.17% | +223+2.8% | Added |
| Searle & Co. | 8,025 | $914.3K | 0.26% | −259−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 8,026 | $913.0K | 0.01% | −370−4.4% | Reduced |
| Institute for Wealth Management, LLC. | 7,983 | $909.5K | 0.11% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,973 | $908.4K | 0.17% | +4,160+109.1% | Added |
| Westmount Partners, LLC | 7,933 | $903.8K | 0.27% | −9−0.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,912 | $901.4K | 0.21% | +7,912 | New |
| LRT Capital Management, LLC | 7,832 | $892.3K | 0.70% | +7,832 | New |
| Stevens Capital Management LP | 7,774 | $886.0K | 0.36% | +7,774 | New |
| Eagle Global Advisors LLC | 7,754 | $883.4K | 0.04% | +6,000+342.1% | Added |
| Pine Valley Investments Ltd Liability Co | 7,752 | $883.2K | 0.06% | −87−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,713 | $878.8K | 0.06% | +7+0.1% | Added |
| Pensionmark Financial Group, LLC | 7,694 | $876.5K | 0.02% | +1,640+27.1% | Added |
| First Hawaiian Bank | 7,692 | $876.3K | 0.03% | −5,356−41.0% | Reduced |
| Arvest Bank Trust Division | 7,646 | $871.1K | 0.05% | −20−0.3% | Reduced |
| Twinbeech Capital LP | 7,612 | $867.2K | 0.01% | +7,612 | New |
| Bull Street Advisors, LLC | 7,606 | $867.0K | 0.42% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,559 | $861.2K | 0.09% | +7,559 | New |
| Edge Capital Group, LLC | 7,548 | $859.9K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 7,517 | $856.4K | 0.00% | −86,154−92.0% | Reduced |
| David Loasby | 7,507 | $855.3K | 0.08% | +218+3.0% | Added |
| Infrastructure Capital Advisors, LLC | 7,490 | $853.3K | 0.11% | −15,000−66.7% | Reduced |
| Forum Financial Management, LP | 7,486 | $852.8K | 0.01% | +77+1.0% | Added |
| Bradley Foster & Sargent Inc | 7,476 | $851.7K | 0.01% | −75−1.0% | Reduced |
| Fiduciary Group LLC | 7,454 | $849.2K | 0.09% | −328−4.2% | Reduced |
| Heritage Wealth Management, Inc. | 7,453 | $849.1K | 0.28% | −30−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 7,443 | $848.0K | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,362 | $838.7K | 0.02% | +623+9.2% | Added |
| Jupiter Wealth Management LLC | 7,359 | $838.4K | 0.42% | −795−9.7% | Reduced |
| Warren Averett Asset Management, LLC | 7,338 | $836.0K | 0.01% | +2,156+41.6% | Added |
| Bridge Creek Capital Management LLC | 7,326 | $834.7K | 0.26% | −8−0.1% | Reduced |
| Tyche Wealth Partners LLC | 7,317 | $833.6K | 0.18% | +825+12.7% | Added |
| Boston Trust Walden Corp | 7,293 | $830.9K | 0.01% | −17−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,741 | $826.6K | 0.05% | +114+1.7% | Added |
| J.W. Cole Advisors, Inc. | 7,241 | $824.9K | 0.03% | −142−1.9% | Reduced |
| IFP Advisors, Inc | 7,218 | $822.5K | 0.03% | +38+0.5% | Added |
| Occudo Quantitative Strategies LP | 7,190 | $819.2K | 0.15% | −36,867−83.7% | Reduced |
| Old National Bancorp | 7,163 | $816.1K | 0.02% | −25−0.3% | Reduced |
| WealthTrust Axiom LLC | 7,160 | $815.8K | 0.24% | +206+3.0% | Added |
| Cushing Capital Partners, LLC | 7,157 | $815.4K | 0.78% | +7,157 | New |
| Drive Wealth Management, LLC | 7,157 | $815.4K | 0.20% | +181+2.6% | Added |
| GWN Securities Inc. | 6,691 | $815.4K | 0.22% | +6,691 | New |
| America First Investment Advisors, LLC | 7,080 | $806.6K | 0.18% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 7,075 | $806.1K | 0.52% | −50−0.7% | Reduced |
| StoneX Group Inc. | 7,048 | $802.9K | 0.04% | +3,873+122.0% | Added |
| Oak Thistle LLC | 7,036 | $801.6K | 0.24% | +7,036 | New |
| Navalign, LLC | 7,025 | $800.3K | 0.24% | +277+4.1% | Added |
| Cornerstone Wealth Management, LLC | 7,000 | $797.5K | 0.05% | +686+10.9% | Added |
| Hunter Associates Investment Management LLC | 7,009 | $794.0K | 0.12% | +98+1.4% | Added |
| Peoples Bank | 6,944 | $791.1K | 0.47% | −380−5.2% | Reduced |
| Private Trust Co NA | 6,896 | $785.6K | 0.08% | +213+3.2% | Added |
| Axxcess Wealth Management, LLC | 6,871 | $782.8K | 0.02% | −44−0.6% | Reduced |
| Wedmont Private Capital | 6,856 | $781.1K | 0.04% | +847+14.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,839 | $779.2K | 0.02% | −30−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 6,837 | $778.9K | 0.55% | +10.0% | Added |
| Penobscot Investment Management Company, Inc. | 6,804 | $775.2K | 0.07% | −275−3.9% | Reduced |
| Welch & Forbes LLC | 6,786 | $773.1K | 0.01% | +75+1.1% | Added |
| Grimes & Company, Inc. | 6,781 | $772.6K | 0.02% | −5−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 6,773 | $771.6K | 0.29% | +120+1.8% | Added |
| Rathbone Brothers plc | 6,750 | $769.0K | 0.00% | +1,782+35.9% | Added |
| Valley Brook Capital Group | 6,743 | $768.2K | 0.57% | −654−8.8% | Reduced |
| Chicago Partners Investment Group LLC | 6,604 | $767.7K | 0.03% | +168+2.6% | Added |