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, Q1 2025
Institutional positions in Phillips 66 as of Mar 31, 2025. 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
- 1,796
- +45 vs. Q4 2024
- Shares held
- 308.2M
- +2.40M (+0.8%) vs. Q4 2024
- Total value
- $37.9B
- +$3.10B (+8.9%) vs. Q4 2024
- New holders
- 178
- 643 more added
- Sold out
- 133
- 665 more reduced
31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,868 | $601.1K | 0.01% | −7,528−60.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,878 | $602.4K | 0.12% | +10.0% | Added |
| San Luis Wealth Advisors LLC | 4,906 | $606.0K | 0.14% | +4,906 | New |
| Capstone Investment Advisors, LLC | 4,942 | $610.2K | 0.01% | −21,443−81.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,956 | $612.0K | 0.05% | +84+1.7% | Added |
| First American Trust, FSB | 4,962 | $612.7K | 0.06% | −359−6.7% | Reduced |
| Garrison Point Advisors, LLC | 4,980 | $614.9K | 0.30% | +25+0.5% | Added |
| Merrion Investment Management Co, LLC | 5,000 | $617.4K | 0.44% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 5,000 | $617.4K | 0.02% | +1,500+42.9% | Added |
| Bridges Investment Management Inc | 5,007 | $618.3K | 0.01% | +990+24.6% | Added |
| Augustine Asset Management Inc | 5,022 | $620.1K | 0.18% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,072 | $626.3K | 0.06% | 00.0% | Unchanged |
| Archer Investment Corp | 5,075 | $626.7K | 0.16% | +10.0% | Added |
| Aull & Monroe Investment Management Corp | 5,077 | $626.9K | 0.31% | −275−5.1% | Reduced |
| Armor Investment Advisors, LLC | 5,098 | $629.4K | 0.26% | −88−1.7% | Reduced |
| Petros Family Wealth, LLC | 5,109 | $630.9K | 0.70% | −289−5.4% | Reduced |
| Sunbelt Securities, Inc. | 5,154 | $636.4K | 0.06% | +644+14.3% | Added |
| Adviser Investments LLC | 5,167 | $638.0K | 0.01% | −1,542−23.0% | Reduced |
| Montecito Bank & Trust | 5,168 | $638.1K | 0.11% | −36−0.7% | Reduced |
| Linscomb & Williams, Inc. | 5,178 | $639.4K | 0.03% | −405−7.3% | Reduced |
| Wedmont Private Capital | 6,581 | $640.9K | 0.03% | −275−4.0% | Reduced |
| Cozad Asset Management Inc | 5,199 | $642.0K | 0.06% | −33,121−86.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,201 | $642.2K | 0.10% | +44+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,210 | $643.3K | 0.00% | +5,210 | New |
| Premier Path Wealth Partners, LLC | 5,214 | $643.8K | 0.10% | +111+2.2% | Added |
| Foundations Investment Advisors, LLC | 5,216 | $644.1K | 0.01% | +516+11.0% | Added |
| Worth Financial Advisory Group, LLC | 5,253 | $648.7K | 0.41% | −106−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 5,265 | $650.1K | 0.05% | −433−7.6% | Reduced |
| Saturna Capital CORP | 5,268 | $650.5K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,320 | $656.9K | 0.13% | +392+8.0% | Added |
| Baring Financial LLC | 5,334 | $658.6K | 0.55% | −234−4.2% | Reduced |
| Westhampton Capital, LLC | 5,340 | $659.4K | 0.36% | −800−13.0% | Reduced |
| EPG Wealth Management LLC | 5,347 | $660.3K | 0.18% | +261+5.1% | Added |
| Whitener Capital Management, Inc. | 5,348 | $660.4K | 0.19% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 5,354 | $661.1K | 0.07% | −500−8.5% | Reduced |
| AA Financial Advisors, LLC | 5,356 | $661.3K | 0.16% | +100+1.9% | Added |
| Weatherly Asset Management L. P. | 5,365 | $662.5K | 0.06% | +228+4.4% | Added |
| Abundance Wealth Counselors | 5,379 | $664.0K | 0.14% | +336+6.7% | Added |
| Tradewinds, LLC. | 5,404 | $667.3K | 0.19% | −153−2.8% | Reduced |
| Basepoint Wealth LLC | 5,439 | $671.6K | 0.53% | −580−9.6% | Reduced |
| Harfst & Associates, Inc. | 5,449 | $672.8K | 0.16% | +5,449 | New |
| EverSource Wealth Advisors, LLC | 5,460 | $674.3K | 0.04% | +526+10.7% | Added |
| 5T Wealth, LLC | 5,462 | $674.5K | 0.38% | −193−3.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,466 | $674.9K | 0.11% | +52+1.0% | Added |
| Rosenberg Matthew Hamilton | 5,475 | $676.1K | 0.17% | −28−0.5% | Reduced |
| Atomi Financial Group, Inc. | 5,481 | $676.8K | 0.03% | +359+7.0% | Added |
| Confluence Wealth Services, Inc. | 6,586 | $676.9K | 0.04% | −155−2.3% | Reduced |
| Guardian Wealth Management, Inc. | 5,513 | $680.8K | 0.45% | −787−12.5% | Reduced |
| Integrated Advisors Network LLC | 5,542 | $684.4K | 0.03% | −141−2.5% | Reduced |
| Essex Savings Bank | 5,549 | $685.2K | 0.17% | −4−0.1% | Reduced |
| Trust Co of Toledo NA | 5,579 | $688.9K | 0.09% | +410+7.9% | Added |
| Phoenix Holdings Ltd. | 5,595 | $694.3K | 0.01% | +5,595 | New |
| LVZ Advisors, Inc. | 5,643 | $696.8K | 0.09% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,647 | $697.3K | 0.08% | +11+0.2% | Added |
| Doheny Asset Management | 5,689 | $702.0K | 0.55% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,703 | $704.2K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,728 | $707.3K | 0.02% | +340+6.3% | Added |
| David Loasby | 7,300 | $708.0K | 0.07% | −207−2.8% | Reduced |
| Danske Bank A/S | 5,739 | $708.7K | 0.00% | −304−5.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,741 | $708.9K | 0.25% | −100−1.7% | Reduced |
| Boothbay Fund Management, LLC | 5,758 | $711.0K | 0.03% | +3,463+150.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,761 | $711.4K | 0.05% | −1,991−25.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,763 | $711.6K | 0.39% | +81+1.4% | Added |
| First National Bank & Trust Co of Newtown | 5,768 | $712.2K | 0.15% | −54−0.9% | Reduced |
| Endeavor Private Wealth, Inc. | 5,791 | $715.0K | 0.39% | +4,804+486.7% | Added |
| Camden Capital, LLC | 5,804 | $716.7K | 0.08% | −8−0.1% | Reduced |
| Quarry LP | 5,830 | $719.9K | 0.19% | −5,748−49.6% | Reduced |
| Citizens Financial Group Inc | 5,834 | $720.3K | 0.01% | +1,587+37.4% | Added |
| Hendley & Co Inc | 5,835 | $721.0K | 0.25% | −9,435−61.8% | Reduced |
| Keynote Financial Services LLC | 5,860 | $723.6K | 0.52% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,834 | $726.0K | 0.05% | +3,098+113.2% | Added |
| Mangrove Partners | 5,887 | $726.9K | 0.08% | +5,887 | New |
| Sanibel Captiva Trust Company, Inc. | 5,889 | $727.2K | 0.02% | −950−13.9% | Reduced |
| Walleye Capital LLC | 5,894 | $727.8K | 0.01% | −110,037−94.9% | Reduced |
| Veracity Capital LLC | 5,937 | $733.1K | 0.29% | −298−4.8% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $733.2K | 0.14% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,939 | $733.3K | 0.10% | −467−7.3% | Reduced |
| Valley Brook Capital Group | 5,949 | $734.6K | 0.58% | −794−11.8% | Reduced |
| Coppell Advisory Solutions LLC | 21,031 | $735.0K | 0.11% | +20,843+11,086.7% | Added |
| Quest Partners LLC | 5,984 | $738.9K | 0.08% | +1,776+42.2% | Added |
| Strategic Financial Services, Inc, | 5,995 | $740.3K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,000 | $740.9K | 0.12% | 00.0% | Unchanged |
| Bank of Hawaii | 6,005 | $741.5K | 0.04% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,021 | $743.5K | 0.08% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,035 | $745.2K | 0.16% | −1,282−17.5% | Reduced |
| Massmutual Trust Co FSB | 6,064 | $748.8K | 0.02% | +229+3.9% | Added |
| Wealth Advisory Solutions, LLC | 6,079 | $750.6K | 0.20% | −20.0% | Reduced |
| Norden Group LLC | 6,117 | $755.4K | 0.09% | +609+11.1% | Added |
| Walleye Trading LLC | 6,140 | $758.2K | 0.02% | +2,305+60.1% | Added |
| 1st Source Bank | 6,162 | $760.9K | 0.04% | +39+0.6% | Added |
| Sandy Spring Bank | 6,202 | $765.8K | 0.03% | −7−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,204 | $766.1K | 0.05% | +307+5.2% | Added |
| Fisher Asset Management, LLC | 6,204 | $766.1K | 0.00% | +47+0.8% | Added |
| Prudential PLC | 6,219 | $767.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 6,305 | $768.7K | 0.02% | −108−1.7% | Reduced |
| Mather Group, LLC. | 6,242 | $770.8K | 0.01% | −2,531−28.8% | Reduced |
| NorthRock Partners, LLC | 6,243 | $770.9K | 0.03% | +689+12.4% | Added |
| American Financial Group Inc | 6,250 | $771.8K | 0.33% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 6,283 | $775.8K | 0.00% | −422−6.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,309 | $779.1K | 0.40% | +103+1.7% | Added |