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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 6,400 | $779.3K | 0.01% | +6,400 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,313 | $779.5K | 0.00% | −3,951−38.5% | Reduced |
| Poehling Capital Management, LLC | 6,317 | $780.0K | 0.20% | −34−0.5% | Reduced |
| Philip James Wealth Mangement, LLC | 6,323 | $780.7K | 0.09% | +10.0% | Added |
| HighPoint Advisor Group LLC | 7,372 | $781.5K | 0.05% | −273−3.6% | Reduced |
| Mission Wealth Management, LP | 6,355 | $784.7K | 0.02% | +743+13.2% | Added |
| Cookson Peirce & Co Inc | 6,366 | $786.1K | 0.04% | +974+18.1% | Added |
| Penobscot Investment Management Company, Inc. | 6,374 | $787.1K | 0.07% | −430−6.3% | Reduced |
| Chicago Partners Investment Group LLC | 7,460 | $787.4K | 0.03% | +856+13.0% | Added |
| Busey Wealth Management | 6,390 | $789.0K | 0.03% | −233−3.5% | Reduced |
| Legacy Financial Advisors, Inc. | 6,409 | $791.4K | 0.13% | −58−0.9% | Reduced |
| Valmark Advisers, Inc. | 6,411 | $791.6K | 0.01% | −311−4.6% | Reduced |
| Peoples Bank | 6,439 | $795.1K | 0.52% | −505−7.3% | Reduced |
| Larson Financial Group LLC | 6,446 | $795.9K | 0.04% | +1,313+25.6% | Added |
| Miller Investment Management, LP | 6,500 | $802.6K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 6,550 | $808.7K | 0.07% | +741+12.8% | Added |
| Garrett Wealth Advisory Group, LLC | 6,658 | $822.1K | 0.18% | +243+3.8% | Added |
| Syon Capital LLC | 6,667 | $823.2K | 0.07% | +333+5.3% | Added |
| MCF Advisors LLC | 6,668 | $823.4K | 0.06% | −13−0.2% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $825.7K | 0.08% | −7−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 6,723 | $830.2K | 0.31% | −50−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 6,723 | $830.2K | 0.01% | +2,940+77.7% | Added |
| Rathbone Brothers plc | 6,750 | $833.5K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 6,786 | $838.0K | 0.03% | +5+0.1% | Added |
| Welch & Forbes LLC | 6,797 | $839.3K | 0.01% | +11+0.2% | Added |
| AMG National Trust Bank | 6,825 | $842.8K | 0.02% | +66+1.0% | Added |
| Cladis Investment Advisory, LLC | 6,877 | $849.2K | 0.61% | +40+0.6% | Added |
| Private Trust Co NA | 6,903 | $852.4K | 0.09% | +7+0.1% | Added |
| Axxcess Wealth Management, LLC | 6,904 | $852.5K | 0.02% | +33+0.5% | Added |
| V-Square Quantitative Management LLC | 6,931 | $855.8K | 0.12% | +388+5.9% | Added |
| Boston Trust Walden Corp | 6,993 | $863.5K | 0.01% | −300−4.1% | Reduced |
| RFG Advisory, LLC | 7,003 | $864.8K | 0.02% | −359−4.9% | Reduced |
| ISAM Funds (UK) Ltd | 7,012 | $865.8K | 0.43% | +7,012 | New |
| Hunter Associates Investment Management LLC | 7,009 | $866.0K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 7,016 | $866.3K | 0.06% | +16+0.2% | Added |
| Bridge Creek Capital Management LLC | 7,026 | $867.6K | 0.27% | −300−4.1% | Reduced |
| America First Investment Advisors, LLC | 7,067 | $872.6K | 0.18% | −13−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 7,078 | $874.0K | 0.01% | −948−11.8% | Reduced |
| Cidel Asset Management Inc | 7,084 | $874.7K | 0.06% | +513+7.8% | Added |
| Old National Bancorp | 7,101 | $876.8K | 0.02% | −62−0.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $879.8K | 0.58% | +50+0.7% | Added |
| StoneX Group Inc. | 7,159 | $884.0K | 0.05% | +111+1.6% | Added |
| Country Club Bank | 7,267 | $884.8K | 0.06% | −2,630−26.6% | Reduced |
| WealthTrust Axiom LLC | 7,241 | $894.1K | 0.27% | +81+1.1% | Added |
| Bradley Foster & Sargent Inc | 7,291 | $900.3K | 0.02% | −185−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,308 | $902.3K | 0.05% | +1,818+33.1% | Added |
| MUFG Securities Americas Inc. | 7,310 | $902.6K | 0.10% | +1,213+19.9% | Added |
| Oddo BHF Asset Management SAS | 7,317 | $903.5K | 0.04% | −2,435−25.0% | Reduced |
| Baker Ellis Asset Management LLC | 7,343 | $906.7K | 0.13% | −100−1.3% | Reduced |
| Heritage Wealth Management, Inc. | 7,360 | $908.8K | 0.31% | −93−1.2% | Reduced |
| Vestcor Inc | 7,397 | $913.0K | 0.03% | −10,293−58.2% | Reduced |
| Impact Capital Partners LLC | 7,400 | $913.8K | 0.33% | +869+13.3% | Added |
| Navalign, LLC | 7,414 | $915.5K | 0.26% | +389+5.5% | Added |
| Institute for Wealth Management, LLC. | 7,444 | $919.2K | 0.12% | −539−6.8% | Reduced |
| Fiduciary Group LLC | 7,454 | $920.4K | 0.09% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,606 | $939.0K | 0.45% | 00.0% | Unchanged |
| First National Trust Co | 7,607 | $939.3K | 0.04% | −2,768−26.7% | Reduced |
| Forum Financial Management, LP | 7,618 | $940.7K | 0.02% | +132+1.8% | Added |
| Jefferies Financial Group Inc. | 7,624 | $941.4K | 0.02% | −194,465−96.2% | Reduced |
| Eagle Global Advisors LLC | 7,629 | $942.0K | 0.04% | −125−1.6% | Reduced |
| Arvest Bank Trust Division | 7,678 | $948.1K | 0.06% | +32+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 7,700 | $950.8K | 0.02% | +7,700 | New |
| Van Hulzen Asset Management, LLC | 7,720 | $953.3K | 0.09% | +7+0.1% | Added |
| SCS Capital Management LLC | 7,789 | $961.8K | 0.01% | +7,789 | New |
| Oak Hill Wealth Advisors, LLC | 7,912 | $976.9K | 0.23% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,929 | $979.1K | 0.19% | −143−1.8% | Reduced |
| Westmount Partners, LLC | 7,935 | $979.9K | 0.30% | +20.0% | Added |
| Patten Group, Inc. | 7,963 | $983.3K | 0.23% | −257−3.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,647 | $985.1K | 0.32% | +108+1.3% | Added |
| Cowa, LLC | 8,000 | $987.8K | 0.42% | −99−1.2% | Reduced |
| Searle & Co. | 8,025 | $990.9K | 0.28% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 8,062 | $995.4K | 0.63% | −1,272−13.6% | Reduced |
| Westwood Holdings Group Inc. | 8,073 | $996.9K | 0.01% | −2,113−20.7% | Reduced |
| Pensionmark Financial Group, LLC | 8,079 | $997.5K | 0.03% | +385+5.0% | Added |
| Lebenthal Global Advisors, LLC | 8,094 | $999.4K | 0.19% | +121+1.5% | Added |
| Siemens Fonds Invest GmbH | 8,161 | $1.01M | 0.07% | +8,161 | New |
| BWM Planning, LLC | 8,162 | $1.01M | 0.43% | −78−0.9% | Reduced |
| Barry Investment Advisors, LLC | 8,182 | $1.01M | 0.27% | −292−3.4% | Reduced |
| Stegent Equity Advisors, Inc. | 8,185 | $1.01M | 1.03% | +2,553+45.3% | Added |
| Jain Global LLC | 8,191 | $1.01M | 0.02% | +8,191 | New |
| MONECO Advisors, LLC | 8,237 | $1.02M | 0.11% | −28−0.3% | Reduced |
| Verdence Capital Advisors LLC | 8,245 | $1.02M | 0.08% | −201−2.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,262 | $1.02M | 0.21% | −53−0.6% | Reduced |
| Mystic Asset Management, Inc. | 8,287 | $1.02M | 0.27% | +51+0.6% | Added |
| Fiduciary Alliance LLC | 8,313 | $1.03M | 0.10% | +754+10.0% | Added |
| D. E. Shaw & Co., Inc. | 8,349 | $1.03M | 0.00% | −4,351−34.3% | Reduced |
| Argent Trust Co | 8,414 | $1.04M | 0.04% | −213−2.5% | Reduced |
| Natixis | 8,500 | $1.05M | 0.01% | −17,917−67.8% | Reduced |
| AE Wealth Management LLC | 8,503 | $1.05M | 0.01% | +134+1.6% | Added |
| Aquatic Capital Management LLC | 8,523 | $1.05M | 0.03% | −75,870−89.9% | Reduced |
| Flagship Harbor Advisors, LLC | 8,559 | $1.06M | 0.06% | −72−0.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 8,617 | $1.06M | 0.26% | −2,140−19.9% | Reduced |
| Avidian Wealth Solutions, LLC | 8,635 | $1.07M | 0.05% | +40.0% | Added |
| Glenview Trust Co | 8,720 | $1.08M | 0.02% | −448−4.9% | Reduced |
| DRW Securities, LLC | 8,748 | $1.08M | 0.09% | +6,821+354.0% | Added |
| Guyasuta Investment Advisors Inc | 8,754 | $1.08M | 0.07% | +38+0.4% | Added |
| Two Sigma Securities, LLC | 8,833 | $1.09M | 0.17% | +6,441+269.3% | Added |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.10M | 0.07% | −31−0.3% | Reduced |
| Intrua Financial, LLC | 8,890 | $1.10M | 0.17% | +718+8.8% | Added |
| Sterling Capital Management LLC | 8,898 | $1.10M | 0.02% | −639−6.7% | Reduced |