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
- 1,781
- +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
- 643 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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 6,722 | $765.8K | 0.01% | +101+1.5% | Added |
| Adviser Investments LLC | 6,709 | $764.4K | 0.01% | +263+4.1% | Added |
| Aristotle Capital Management, LLC | 6,705 | $764.0K | 0.00% | −354−5.0% | Reduced |
| Retirement Investment Advisors, Inc. | 6,694 | $762.6K | 0.08% | +7+0.1% | Added |
| Entropy Technologies, LP | 6,682 | $761.3K | 0.08% | +6,682 | New |
| MCF Advisors LLC | 6,681 | $761.2K | 0.05% | −26−0.4% | Reduced |
| AMG National Trust Bank | 6,759 | $760.8K | 0.02% | −155−2.2% | Reduced |
| Dearborn Partners LLC | 6,669 | $759.8K | 0.03% | +502+8.1% | Added |
| Worldquant Millennium Advisors LLC | 6,659 | $758.7K | 0.00% | −182,376−96.5% | Reduced |
| Creekmur Asset Management LLC | 6,659 | $758.6K | 0.17% | −2,039−23.4% | Reduced |
| Bridgefront Capital, LLC | 6,631 | $755.5K | 0.25% | −8,068−54.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,629 | $755.3K | 0.10% | −6,124−48.0% | Reduced |
| Busey Wealth Management | 6,623 | $754.6K | 0.02% | −219−3.2% | Reduced |
| Chelsea Counsel Co | 6,585 | $750.2K | 0.39% | −2,000−23.3% | Reduced |
| Pinnacle Financial Partners Inc | 6,413 | $748.7K | 0.02% | +637+11.0% | Added |
| Cidel Asset Management Inc | 6,571 | $748.6K | 0.05% | +338+5.4% | Added |
| V-Square Quantitative Management LLC | 6,543 | $745.4K | 0.11% | +264+4.2% | Added |
| Impact Capital Partners LLC | 6,531 | $744.1K | 0.26% | +6,531 | New |
| Miller Investment Management, LP | 6,500 | $740.5K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,467 | $736.8K | 0.12% | −439−6.4% | Reduced |
| We Are One Seven, LLC | 6,452 | $735.2K | 0.03% | +677+11.7% | Added |
| Garrett Wealth Advisory Group, LLC | 6,415 | $730.9K | 0.17% | +150+2.4% | Added |
| FineMark National Bank & Trust | 6,414 | $730.7K | 0.03% | −505−7.3% | Reduced |
| Aviance Capital Partners, LLC | 6,406 | $729.8K | 0.10% | +150+2.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,374 | $726.2K | 0.20% | +3,119+95.8% | Added |
| Schear Investment Advisers, LLC | 6,368 | $725.5K | 0.39% | −554−8.0% | Reduced |
| Belpointe Asset Management LLC | 5,157 | $723.6K | 0.04% | −2,709−34.4% | Reduced |
| Poehling Capital Management, LLC | 6,351 | $723.6K | 0.18% | −12−0.2% | Reduced |
| Syon Capital LLC | 6,334 | $721.6K | 0.06% | +2,216+53.8% | Added |
| Tradewinds, LLC. | 5,557 | $720.5K | 0.20% | −454−7.6% | Reduced |
| Philip James Wealth Mangement, LLC | 6,322 | $720.3K | 0.09% | −573−8.3% | Reduced |
| Guardian Wealth Management, Inc. | 6,300 | $717.8K | 0.49% | −3,898−38.2% | Reduced |
| American Financial Group Inc | 6,250 | $712.1K | 0.32% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,235 | $710.4K | 0.26% | +490+8.5% | Added |
| Prudential PLC | 6,219 | $708.5K | 0.00% | −2,270−26.7% | Reduced |
| Sandy Spring Bank | 6,209 | $707.4K | 0.03% | −183−2.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,206 | $707.1K | 0.34% | +322+5.5% | Added |
| Fisher Asset Management, LLC | 6,157 | $701.6K | 0.00% | +920+17.6% | Added |
| Western Financial Corp | 6,143 | $699.9K | 0.38% | +261+4.4% | Added |
| Westhampton Capital, LLC | 6,140 | $699.5K | 0.36% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 6,030 | $699.4K | 0.38% | +1,227+25.5% | Added |
| 1st Source Bank | 6,123 | $697.6K | 0.04% | +20+0.3% | Added |
| MUFG Securities Americas Inc. | 6,097 | $694.6K | 0.09% | +6,097 | New |
| Wealth Advisory Solutions, LLC | 6,081 | $692.8K | 0.19% | −836−12.1% | Reduced |
| Danske Bank A/S | 6,043 | $688.5K | 0.00% | +2,304+61.6% | Added |
| Heck Capital Advisors, LLC | 6,021 | $686.0K | 0.08% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 6,019 | $685.8K | 0.55% | +570+10.5% | Added |
| Bank of Hawaii | 6,005 | $684.1K | 0.04% | −150−2.4% | Reduced |
| South Street Advisors LLC | 6,000 | $683.6K | 0.10% | −1,520−20.2% | Reduced |
| Oakland Financial Corp | 6,000 | $683.6K | 7.82% | +6,000 | New |
| Strategic Financial Services, Inc, | 5,995 | $683.0K | 0.04% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,977 | $681.0K | 0.08% | −74,442−92.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $676.5K | 0.13% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,368 | $673.8K | 0.06% | −1,971−26.9% | Reduced |
| Checchi Capital Advisers, LLC | 5,897 | $671.8K | 0.05% | +47+0.8% | Added |
| Keynote Financial Services LLC | 5,860 | $667.6K | 0.51% | −44−0.7% | Reduced |
| Palisade Asset Management, LLC | 5,854 | $666.9K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,852 | $666.7K | 0.05% | +2,677+84.3% | Added |
| Westbourne Investment Advisors, Inc. | 5,841 | $665.0K | 0.23% | −15−0.3% | Reduced |
| Massmutual Trust Co FSB | 5,835 | $664.8K | 0.02% | +65+1.1% | Added |
| First National Bank & Trust Co of Newtown | 5,822 | $663.3K | 0.14% | −34−0.6% | Reduced |
| Camden Capital, LLC | 5,812 | $662.1K | 0.07% | −242−4.0% | Reduced |
| Regal Investment Advisors LLC | 5,809 | $661.8K | 0.05% | +1,331+29.7% | Added |
| FCG Investment Co | 5,803 | $661.1K | 0.40% | −812−12.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $649.7K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,698 | $649.1K | 0.06% | +980+20.8% | Added |
| Doheny Asset Management | 5,689 | $648.0K | 0.48% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,683 | $647.5K | 0.03% | +32+0.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,682 | $647.4K | 0.36% | +5,682 | New |
| 5T Wealth, LLC | 5,655 | $644.3K | 0.35% | +5,655 | New |
| LVZ Advisors, Inc. | 5,643 | $642.9K | 0.08% | +5,643 | New |
| Allen Capital Group, LLC | 5,636 | $642.1K | 0.08% | +265+4.9% | Added |
| Leonteq Securities AG | 5,633 | $641.8K | 0.06% | +2,797+98.6% | Added |
| Stegent Equity Advisors, Inc. | 5,632 | $641.7K | 0.65% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,612 | $639.4K | 0.02% | −250−4.3% | Reduced |
| Linscomb & Williams, Inc. | 5,583 | $636.1K | 0.03% | +365+7.0% | Added |
| Baring Financial LLC | 5,568 | $634.4K | 0.57% | +5,568 | New |
| NorthRock Partners, LLC | 5,554 | $632.8K | 0.02% | +872+18.6% | Added |
| Essex Savings Bank | 5,553 | $632.6K | 0.16% | +21+0.4% | Added |
| TrinityPoint Wealth, LLC | 5,520 | $628.9K | 0.09% | +208+3.9% | Added |
| Norden Group LLC | 5,508 | $627.6K | 0.07% | +2,039+58.8% | Added |
| Rosenberg Matthew Hamilton | 5,503 | $627.0K | 0.16% | −490−8.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,490 | $625.5K | 0.03% | +241+4.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,414 | $616.8K | 0.10% | +5+0.1% | Added |
| Petros Family Wealth, LLC | 5,398 | $615.0K | 0.66% | +5,398 | New |
| Cookson Peirce & Co Inc | 5,392 | $614.3K | 0.03% | −940−14.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,388 | $613.8K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 5,375 | $612.4K | 0.12% | −1,084−16.8% | Reduced |
| Worth Financial Advisory Group, LLC | 5,359 | $610.6K | 0.38% | −75−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 5,352 | $609.8K | 0.31% | −725−11.9% | Reduced |
| Whitener Capital Management, Inc. | 5,348 | $609.3K | 0.17% | −71−1.3% | Reduced |
| First American Trust, FSB | 5,321 | $606.2K | 0.06% | −908−14.6% | Reduced |
| Saturna Capital CORP | 5,268 | $600.2K | 0.01% | +3,539+204.7% | Added |
| AA Financial Advisors, LLC | 5,256 | $598.8K | 0.16% | +415+8.6% | Added |
| Symphony Financial, Ltd. Co. | 4,936 | $594.7K | 0.09% | −167−3.3% | Reduced |
| Montecito Bank & Trust | 5,204 | $592.9K | 0.10% | +765+17.2% | Added |
| Armor Investment Advisors, LLC | 5,186 | $590.8K | 0.24% | −278−5.1% | Reduced |
| Readystate Asset Management LP | 5,173 | $589.4K | 0.02% | +5,173 | New |
| Trust Co of Toledo NA | 5,169 | $588.9K | 0.08% | −422−7.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,157 | $587.5K | 0.09% | −613−10.6% | Reduced |