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Livermore
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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).

Q1 2025 vs. Q4 2024

How the institutions holding Phillips 66 changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PSX: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1,781311,795+45
Shares306.9M1.11M308.2M+2.40M (+0.8%)
Value$34.9B$127.0M$37.9B+$3.10B (+8.9%)

31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (178)

Institutions that held Phillips 66 at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 178 by value.

Institutions new to PSX in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC1,267,262$156.5M0.05%
Nearwater Capital Markets, Ltd100,000$12.3M0.35%
Magnetar Financial LLC85,895$10.6M0.14%
FIL Ltd68,664$8.48M0.01%
AG2R la Mondiale Gestion D'Actifs52,804$5.99M0.33%
OP Asset Management Ltd42,097$5.20M0.09%
Rakuten Investment Management, Inc.37,747$4.60M0.02%
River Road Asset Management, LLC36,647$4.53M0.06%
Steel Peak Wealth Management LLC33,357$4.12M0.18%
Ossiam33,061$4.08M0.06%
Westchester Capital Management, LLC27,500$3.40M0.20%
Kintayl Capital LP23,114$2.85M2.05%
Clearwater Capital Advisors, LLC22,097$2.73M0.26%
Qsemble Capital Management, LP21,788$2.69M0.29%
Azzad Asset Management Inc20,430$2.52M0.30%
GeoSphere Capital Management, LLC20,356$2.51M2.93%
Engine Capital Management, LP20,000$2.47M0.47%
Delta Global Management LP19,778$2.44M0.18%
Brevan Howard Capital Management LP19,529$2.41M0.07%
Banque Cantonale Vaudoise18,367$2.27M0.10%
Inscription Capital, LLC13,153$2.15M0.36%
Highland Capital Management Fund Advisors, L.P.14,962$1.85M0.18%
Bayesian Capital Management, LP14,800$1.83M0.30%
Dynamic Technology Lab Private Ltd12,201$1.51M0.22%
Sustainable Insight Capital Management, LLC11,800$1.46M0.73%
Investment Management Corp of Ontario11,701$1.44M0.03%
BBR Partners, LLC10,780$1.33M0.09%
Crossingbridge Advisors, LLC10,000$1.23M0.66%
United Services Automobile Association9,709$1.18M0.04%
Maven Securities LTD9,124$1.13M0.25%
SummitTX Capital, L.P.9,022$1.11M0.05%
Jain Global LLC8,191$1.01M0.02%
Siemens Fonds Invest GmbH8,161$1.01M0.07%
SCS Capital Management LLC7,789$961.8K0.01%
ArrowMark Colorado Holdings LLC7,700$950.8K0.02%
ISAM Funds (UK) Ltd7,012$865.8K0.43%
Erste Asset Management GmbH6,400$779.3K0.01%
Mangrove Partners5,887$726.9K0.08%
Phoenix Holdings Ltd.5,595$694.3K0.01%
Harfst & Associates, Inc.5,449$672.8K0.16%
Schonfeld Strategic Advisors LLC5,210$643.3K0.00%
San Luis Wealth Advisors LLC4,906$606.0K0.14%
Parallax Volatility Advisers, L.P.4,717$582.5K0.02%
Davis Investment Partners, LLC5,914$578.5K0.26%
Gsa Capital Partners LLP4,295$530.0K0.05%
Advisor Resource Council4,121$508.9K0.04%
Zions Bancorporation, National Association4,120$508.7K0.03%
Plan Group Financial, LLC4,022$496.6K0.18%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.3,840$474.2K0.22%
Strategies Wealth Advisors, LLC3,792$468.2K0.06%
Portman Square Capital LLP3,638$449.2K0.06%
Winton Group Ltd3,599$444.4K0.03%
Beaton Management Co. Inc.3,131$387.0K0.20%
Oversea-Chinese Banking CORP Ltd3,100$382.8K0.01%
Simplicity Wealth,LLC3,013$372.1K0.03%
Brookwood Investment Group LLC2,909$359.2K0.06%
RMB Capital Management, LLC2,717$335.5K0.01%
Covenant Partners, LLC2,602$321.3K0.10%
Wakefield Asset Management LLLP2,568$317.1K0.10%
QTR Family Wealth, LLC2,516$310.7K0.23%
Alpine Woods Capital Investors, LLC2,497$308.3K0.08%
MBB Public Markets I LLC2,471$305.1K0.04%
Evergreen Wealth Solutions, LLC2,362$291.7K0.20%
Ritholtz Wealth Management2,348$289.9K0.01%
Uhlmann Price Securities, LLC2,302$284.2K0.21%
Polymer Capital Management (US) LLC2,301$284.1K0.09%
VestGen Advisors, LLC2,298$283.8K0.01%
BXM Wealth LLC2,280$281.5K0.34%
Integrity Alliance, LLC.2,178$268.9K0.01%
Union Bancaire Privee, UBP SA2,284$261.8K0.01%
Alta Advisers Ltd2,045$252.5K0.11%
Tritonpoint Wealth, LLC2,038$251.7K0.02%
ICONIQ Capital, LLC2,023$249.8K0.00%
Abacus Planning Group, Inc.1,956$241.5K0.04%
AlphaCore Capital LLC1,916$236.6K0.02%
Little House Capital LLC1,904$235.1K0.06%
Forte Capital LLC1,891$233.5K0.03%
Waterloo Capital, L.P.1,857$229.2K0.02%
Asset Advisors Investment Management, LLC1,848$228.2K0.02%
Howland Capital Management LLC1,841$227.3K0.01%
Robeco Institutional Asset Management B.V.1,837$226.8K0.00%
Financial Advisors Network, Inc.1,831$226.2K0.04%
Arbor Investment Advisors, LLC1,831$226.1K0.03%
Lifeworks Advisors, LLC1,812$223.8K0.04%
Accelerate Investment Advisors LLC1,809$223.4K0.19%
PUREfi Wealth, LLC1,803$222.6K0.22%
Wealthcare Capital Partners, LLC1,784$220.3K0.11%
Beese Fulmer Investment Management, Inc.1,783$220.2K0.02%
Ashton Thomas Securities, LLC1,751$219.4K0.06%
NovaPoint Capital, LLC1,767$218.2K0.07%
L2 Asset Management, LLC1,753$216.5K0.04%
Perennial Investment Advisors, LLC1,749$216.0K0.02%
Wealthspan Partners, LLC1,743$215.2K0.10%
IVC Wealth Advisors LLC1,730$213.6K0.11%
Ami Investment Management Inc1,729$213.5K0.07%
Prosperity Consulting Group, LLC1,728$213.4K0.02%
Pinnacle Family Advisors, LLC1,726$213.1K0.12%
WealthShield Partners, LLC1,725$213.0K0.03%
McAdam, LLC1,720$212.4K0.01%
Sovereign Financial Group, Inc.1,719$212.3K0.05%

Sold out (133)

Institutions that held Phillips 66 at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 133 by value.

Institutions that sold out of PSX in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Mizuho Markets Americas LLC540,000$61.5M
Voloridge Investment Management, LLC459,938$52.4M
Merewether Investment Management, LP388,740$44.3M
SIR Capital Management, L.P.300,119$34.2M
ExodusPoint Capital Management, LP211,037$24.0M
Aventail Capital Group, LP200,000$22.8M
Polar Asset Management Partners Inc.197,000$22.4M
Tudor Investment Corp Et Al165,439$18.8M
Thomist Capital Management, LP148,500$16.6M
Brandywine Global Investment Management, LLC125,732$14.3M
Qube Research & Technologies Ltd118,070$13.5M
HITE Hedge Asset Management LLC78,194$8.91M
RPG Investment Advisory, LLC63,202$7.20M
Mountain Hill Investment Partners Corp.43,315$4.93M
Nkcfo LLC40,500$4.61M
Virtu Financial LLC38,140$4.34M
Quadrature Capital Ltd34,486$3.93M
Weiss Asset Management LP34,364$3.92M
Unigestion Holding SA34,231$3.90M
Aigen Investment Management, LP30,454$3.47M
Sciencast Management LP26,721$3.04M
Richard Bernstein Advisors LLC23,493$2.68M
Trexquant Investment LP21,858$2.49M
Y-Intercept (Hong Kong) Ltd20,554$2.34M
Quantessence Capital LLC15,843$1.80M
Promethium Advisors,llc15,611$1.78M
Redwood Investment Management, LLC14,485$1.65M
HRT Financial LP13,207$1.50M
1832 Asset Management L.P.11,894$1.36M
Accordant Advisory Group Inc9,857$1.12M
Graham Capital Management, L.P.9,086$1.04M
Bleakley Financial Group, LLC8,673$988.1K
Arvest Investments, Inc.8,475$965.6K
First Hawaiian Bank7,692$876.3K
Twinbeech Capital LP7,612$867.2K
Man Group plc7,517$856.4K
Jupiter Wealth Management LLC7,359$838.4K
Occudo Quantitative Strategies LP7,190$819.2K
Cushing Capital Partners, LLC7,157$815.4K
Entropy Technologies, LP6,682$761.3K
Worldquant Millennium Advisors LLC6,659$758.7K
Western Financial Corp6,143$699.9K
FORA Capital, LLC5,977$681.0K
FCG Investment Co5,803$661.1K
Symphony Financial, Ltd. Co.4,936$594.7K
Readystate Asset Management LP5,173$589.4K
Farringdon Capital, Ltd.5,053$575.7K
Bryce Point Capital, LLC4,996$569.2K
Centiva Capital, LP4,884$556.4K
Banco Santander, S.A.4,707$536.3K
Inceptionr LLC4,653$530.1K
Dynasty Wealth Management, LLC4,636$528.2K
Canada Post Corp Registered Pension Plan4,616$525.9K
Invst, LLC4,554$518.9K
Strategic Wealth Designers6,465$516.4K
Boston Private Wealth LLC4,453$507.3K
J2 Capital Management Inc4,199$478.4K
OmniStar Financial Group, Inc.4,170$475.0K
111 Capital4,159$473.8K
Outfitter Financial LLC4,000$455.7K
New Century Financial Group, LLC3,813$442.7K
Catalyst Funds Management Pty Ltd3,800$432.9K
Custom Index Systems, LLC3,463$394.5K
Castleark Management LLC3,420$389.6K
Petrus Trust Company, LTA3,223$367.2K
Alpha DNA Investment Management LLC3,089$351.9K
JT Stratford LLC2,940$335.0K
Proequities, Inc.2,585$306.5K
Oxford Asset Management LLP2,667$303.9K
Apriem Advisors2,368$269.7K
Baldwin Brothers Inc2,223$253.3K
Dark Forest Capital Management LP2,217$252.6K
Secure Asset Management, LLC2,082$237.2K
Fortem Financial Group, LLC2,040$232.4K
Opus Capital Group, LLC2,028$231.0K
Greenland Capital Management LP2,020$230.1K
K.J. Harrison & Partners Inc2,000$228.8K
Krane Funds Advisors LLC2,008$228.8K
Private Wealth Partners, LLC2,000$227.9K
Sutton Place Investors LLC1,982$225.8K
Bath Savings Trust Co1,948$221.9K
Enterprise Financial Services Corp1,908$217.4K
Next Capital Management LLC1,904$216.9K
Financial Management Network Inc1,857$215.6K
Fractal Investments LLC1,823$207.7K
BSW Wealth Partners1,799$205.0K
Wealthedge Investment Advisors, LLC1,798$204.9K
Tributary Capital Management, LLC1,585$180.6K
Headlands Technologies LLC1,563$178.1K
Fca Corp1,000$141.2K
Financiere des Professionnels - Fonds d,investissement inc.1,200$136.7K
FNY Investment Advisers, LLC1,100$125.0K
Empirical Asset Management, LLC35,148$102.4K
Caitong International Asset Management Co., Ltd870$99.1K
Eagle Bay Advisors LLC714$81.3K
Intact Investment Management Inc.600$68.4K
Raleigh Capital Management Inc.523$59.6K
Investment Research & Advisory Group, Inc.500$57.0K
Oarsman Capital, Inc.459$52.3K
Reyes Financial Architecture, Inc.418$47.6K

Not filed for Q1 2025 yet (31)

Institutions that held Phillips 66 at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC955,230$108.8M
Buckingham Capital Management, Inc.45,684$5.20M
Fernwood Investment Management, LLC16,487$1.88M
Wetherby Asset Management Inc11,428$1.30M
Vise Technologies, Inc.9,449$1.08M
Global Retirement Partners, LLC9,140$1.04M
Hilltop National Bank9,006$1.03M
Edge Capital Group, LLC7,548$859.9K
Strategic Wealth Partners, Ltd.5,368$673.8K
TrinityPoint Wealth, LLC5,520$628.9K
SignalPoint Asset Management, LLC4,228$481.7K
Kolinsky Wealth Management, LLC3,968$452.1K
Montchanin Asset Management, LLC3,830$436.0K
Zions Bancorporation, N.A.3,528$401.9K
Passumpsic Savings Bank3,260$371.4K
Lake Street Advisors Group, LLC3,227$367.7K
Wintrust Investments LLC2,882$328.0K
Bray Capital Advisors2,543$289.7K
Lakeview Capital Partners, LLC2,531$288.4K
Private Portfolio Partners LLC2,433$277.2K
Lantern Wealth Advisors, LLC2,224$253.4K
Blue Capital, Inc.2,024$230.6K
Criterion Capital Advisors, LLC735$103.8K
WR Wealth Planners, LLC708$80.6K
Cassady Schiller Wealth Management, LLC624$71.1K
Financial Gravity Companies, Inc.397$45.2K
Northwest Bank & Trust Co138$18.5K
Householder Group Estate & Retirement Specialist, LLC125$14.0K
RE Dickinson Investment Advisors, LLC43$4.90K
Oliver Lagore Vanvalin Investment Group26$2.96K
Sugarloaf Wealth Management, LLC8$911