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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 8,975 | $1.11M | 0.42% | +10.0% | Added |
| Ingalls & Snyder LLC | 9,022 | $1.11M | 0.04% | −10−0.1% | Reduced |
| SummitTX Capital, L.P. | 9,022 | $1.11M | 0.05% | +9,022 | New |
| Naviter Wealth, LLC | 9,157 | $1.11M | 0.14% | −96−1.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,030 | $1.12M | 0.23% | +294+3.4% | Added |
| Lee Danner & Bass Inc | 9,038 | $1.12M | 0.09% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 9,070 | $1.12M | 0.66% | −450−4.7% | Reduced |
| Maven Securities LTD | 9,124 | $1.13M | 0.25% | +9,124 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,167 | $1.13M | 0.04% | +93+1.0% | Added |
| Cornerstone Advisors, LLC | 9,200 | $1.14M | 0.05% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 9,330 | $1.15M | 0.20% | +395+4.4% | Added |
| Wimmer Associates 1, LLC | 9,205 | $1.16M | 0.61% | −400−4.2% | Reduced |
| Beacon Investment Advisors LLC | 9,435 | $1.17M | 0.55% | +19+0.2% | Added |
| Parcion Private Wealth LLC | 9,503 | $1.17M | 0.10% | +267+2.9% | Added |
| Lokken Investment Group LLC | 9,528 | $1.18M | 0.50% | +256+2.8% | Added |
| Ramirez Asset Management, Inc. | 9,562 | $1.18M | 0.25% | 00.0% | Unchanged |
| United Services Automobile Association | 9,709 | $1.18M | 0.04% | +9,709 | New |
| GAMMA Investing LLC | 9,634 | $1.19M | 0.09% | +1,268+15.2% | Added |
| Cullinan Associates Inc | 9,639 | $1.19M | 0.08% | −100−1.0% | Reduced |
| Annex Advisory Services, LLC | 9,676 | $1.19M | 0.03% | −153,246−94.1% | Reduced |
| Alta Capital Management LLC | 9,712 | $1.20M | 0.08% | +30+0.3% | Added |
| Wealthcare Advisory Partners LLC | 9,726 | $1.20M | 0.03% | −65−0.7% | Reduced |
| Martin Capital Partners, LLC | 9,804 | $1.21M | 1.45% | −29−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 9,818 | $1.21M | 0.32% | +160+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,839 | $1.21M | 0.01% | +287+3.0% | Added |
| Smith, Moore & Co. | 9,844 | $1.22M | 0.11% | −888−8.3% | Reduced |
| Horizon Investments, LLC | 9,863 | $1.22M | 0.04% | +137+1.4% | Added |
| Adirondack Trust Co | 9,872 | $1.22M | 0.48% | −51−0.5% | Reduced |
| Keeley-Teton Advisors, LLC | 9,876 | $1.22M | 0.15% | −233−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 9,963 | $1.23M | 0.01% | +266+2.7% | Added |
| Crossingbridge Advisors, LLC | 10,000 | $1.23M | 0.66% | +10,000 | New |
| ING Groep NV | 10,034 | $1.24M | 0.01% | −1,062,713−99.1% | Reduced |
| We Are One Seven, LLC | 10,038 | $1.24M | 0.05% | +3,586+55.6% | Added |
| Bridgefront Capital, LLC | 10,061 | $1.24M | 0.36% | +3,430+51.7% | Added |
| Pavion Blue Capital, LLC | 10,072 | $1.24M | 0.59% | +10.0% | Added |
| Smith Group Asset Management, LLC | 10,084 | $1.25M | 0.09% | 00.0% | Unchanged |
| Martingale Asset Management L P | 10,110 | $1.25M | 0.03% | −350−3.3% | Reduced |
| Signaturefd, LLC | 10,114 | $1.25M | 0.02% | +525+5.5% | Added |
| Financial Advocates Investment Management | 10,192 | $1.26M | 0.09% | +12+0.1% | Added |
| Applied Finance Capital Management, LLC | 10,278 | $1.27M | 0.09% | +839+8.9% | Added |
| Quadrant Capital Group LLC | 10,285 | $1.27M | 0.05% | +5,804+129.5% | Added |
| Mairs & Power Inc | 10,287 | $1.27M | 0.01% | +2,171+26.7% | Added |
| Jeppson Wealth Management, LLC | 10,294 | $1.27M | 0.47% | +15+0.1% | Added |
| Merit Financial Group, LLC | 10,331 | $1.28M | 0.02% | +1,959+23.4% | Added |
| EP Wealth Advisors, LLC | 10,372 | $1.28M | 0.01% | +671+6.9% | Added |
| Allworth Financial LP | 12,240 | $1.28M | 0.01% | −3,022−19.8% | Reduced |
| Resources Management Corp | 10,436 | $1.29M | 0.18% | −741−6.6% | Reduced |
| Wahed Invest LLC | 10,539 | $1.30M | 0.23% | +315+3.1% | Added |
| Tower Bridge Advisors | 10,549 | $1.30M | 0.15% | −50−0.5% | Reduced |
| Independent Financial Group, LLC | 10,564 | $1.30M | 0.04% | +897+9.3% | Added |
| CFM Wealth Partners LLC | 10,603 | $1.31M | 0.23% | −23−0.2% | Reduced |
| BBR Partners, LLC | 10,780 | $1.33M | 0.09% | +10,780 | New |
| Ethos Financial Group, LLC | 11,334 | $1.35M | 0.13% | +8,880+361.9% | Added |
| Parallel Advisors, LLC | 10,959 | $1.35M | 0.03% | +678+6.6% | Added |
| Umpqua Bank | 10,975 | $1.36M | 0.47% | +366+3.4% | Added |
| Jacobi Capital Management LLC | 11,155 | $1.38M | 0.10% | +79+0.7% | Added |
| Moors & Cabot, Inc. | 11,270 | $1.39M | 0.07% | −410−3.5% | Reduced |
| Flavin Financial Services, Inc. | 11,277 | $1.39M | 1.28% | +832+8.0% | Added |
| Bragg Financial Advisors, Inc | 11,279 | $1.39M | 0.06% | −10−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,307 | $1.40M | 0.45% | −52−0.5% | Reduced |
| Brighton Jones LLC | 11,408 | $1.41M | 0.05% | +1,169+11.4% | Added |
| Meeder Advisory Services, Inc. | 11,449 | $1.41M | 0.08% | +1,517+15.3% | Added |
| Greenleaf Trust | 11,477 | $1.42M | 0.01% | +94+0.8% | Added |
| First National Advisers, LLC | 11,481 | $1.42M | 0.23% | −264−2.2% | Reduced |
| Bangor Savings Bank | 11,559 | $1.43M | 0.13% | −400−3.3% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.43M | 0.20% | 00.0% | Unchanged |
| Consolidated Planning Corp | 11,621 | $1.43M | 0.20% | −1,721−12.9% | Reduced |
| Shelton Capital Management | 11,634 | $1.44M | 0.03% | −1,874−13.9% | Reduced |
| Moneta Group Investment Advisors LLC | 11,641 | $1.44M | 0.02% | −49−0.4% | Reduced |
| Jump Financial, LLC | 11,700 | $1.44M | 0.02% | +8,930+322.4% | Added |
| Investment Management Corp of Ontario | 11,701 | $1.44M | 0.03% | +11,701 | New |
| Donoghue Forlines LLC | 11,736 | $1.45M | 0.46% | −889−7.0% | Reduced |
| Thoroughbred Financial Services, LLC | 11,773 | $1.45M | 0.09% | +744+6.7% | Added |
| Sustainable Insight Capital Management, LLC | 11,800 | $1.46M | 0.73% | +11,800 | New |
| Ethic Inc. | 11,744 | $1.46M | 0.03% | +2,649+29.1% | Added |
| Gateway Investment Advisers LLC | 11,836 | $1.46M | 0.02% | +1,200+11.3% | Added |
| Great Lakes Retirement, Inc. | 11,839 | $1.46M | 0.19% | +935+8.6% | Added |
| Williams Jones Wealth Management, LLC. | 11,862 | $1.46M | 0.02% | −250−2.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 11,913 | $1.47M | 0.97% | +10.0% | Added |
| Ostrum Asset Management | 11,934 | $1.47M | 0.08% | −316−2.6% | Reduced |
| Pathway Financial Advisers, LLC | 11,988 | $1.48M | 0.51% | +277+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,005 | $1.48M | 0.11% | −9,226−43.5% | Reduced |
| Equitable Holdings, Inc. | 12,050 | $1.49M | 0.01% | +1,033+9.4% | Added |
| Buckingham Strategic Partners | 12,151 | $1.50M | 0.02% | +2,710+28.7% | Added |
| Dynamic Advisor Solutions LLC | 12,159 | $1.50M | 0.05% | +10.0% | Added |
| Orca Wealth Management, LLC | 12,165 | $1.50M | 1.34% | +28+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 12,201 | $1.51M | 0.22% | +12,201 | New |
| Counterweight Ventures, LLC | 12,237 | $1.51M | 1.08% | +687+5.9% | Added |
| Sigma Planning Corp | 12,274 | $1.52M | 0.05% | −375−3.0% | Reduced |
| Rowland & Co Investment Counsel | 12,283 | $1.52M | 0.32% | +262+2.2% | Added |
| Sowell Financial Services LLC | 12,392 | $1.53M | 0.07% | +619+5.3% | Added |
| Convergence Investment Partners, LLC | 12,465 | $1.54M | 0.43% | −5,291−29.8% | Reduced |
| Fruth Investment Management | 12,473 | $1.54M | 0.43% | 00.0% | Unchanged |
| Ar Asset Management Inc | 12,600 | $1.56M | 0.35% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 12,624 | $1.56M | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,730 | $1.57M | 0.02% | +716+6.0% | Added |
| Exeter Financial, LLC | 12,940 | $1.60M | 0.72% | +210+1.6% | Added |
| Spears Abacus Advisors LLC | 12,947 | $1.60M | 0.03% | +1,256+10.7% | Added |
| Paragon Capital Management LLC | 12,989 | $1.60M | 0.92% | −278−2.1% | Reduced |
| Tweedy, Browne Co LLC | 13,101 | $1.62M | 0.14% | −370−2.7% | Reduced |