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
- 1,795
- +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
- 664 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 13,135 | $1.62M | 0.03% | +22+0.2% | Added |
| YHB Investment Advisors, Inc. | 13,165 | $1.63M | 0.14% | +273+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,182 | $1.63M | 0.07% | +399+3.1% | Added |
| Private Capital Management, LLC | 13,197 | $1.63M | 0.18% | +51+0.4% | Added |
| CWC Advisors, LLC. | 13,439 | $1.66M | 0.94% | +3,696+37.9% | Added |
| Clearstead Advisors, LLC | 13,452 | $1.66M | 0.03% | +444+3.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,527 | $1.67M | 1.60% | −320−2.3% | Reduced |
| Marion Wealth Management | 13,634 | $1.68M | 0.45% | +379+2.9% | Added |
| Farther Finance Advisors, LLC | 13,558 | $1.69M | 0.04% | +5,372+65.6% | Added |
| Segment Wealth Management, LLC | 13,700 | $1.69M | 0.11% | +3,233+30.9% | Added |
| Bank Ozk | 13,780 | $1.70M | 0.71% | +2,925+26.9% | Added |
| IHT Wealth Management, LLC | 13,825 | $1.71M | 0.05% | −110−0.8% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.71M | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 16,464 | $1.71M | 0.05% | −388−2.3% | Reduced |
| NFJ Investment Group, LLC | 13,903 | $1.72M | 0.06% | −654−4.5% | Reduced |
| Savant Capital, LLC | 14,015 | $1.73M | 0.01% | −137−1.0% | Reduced |
| Energy Income Partners, LLC | 14,035 | $1.73M | 0.03% | +4,932+54.2% | Added |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.75M | 0.23% | 00.0% | Unchanged |
| Terry L. Blaker | 14,201 | $1.75M | 0.07% | −2,379−14.3% | Reduced |
| Kovack Advisors, Inc. | 14,324 | $1.77M | 0.19% | +12,034+525.5% | Added |
| Carret Asset Management, LLC | 14,338 | $1.77M | 0.20% | −2,498−14.8% | Reduced |
| CAPROCK Group, Inc. | 14,375 | $1.78M | 0.05% | +3,203+28.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,403 | $1.78M | 0.02% | +1,567+12.2% | Added |
| Apollon Wealth Management, LLC | 14,474 | $1.79M | 0.04% | +608+4.4% | Added |
| NewEdge Wealth, LLC | 14,484 | $1.79M | 0.03% | −715−4.7% | Reduced |
| Curbstone Financial Management Corp | 14,504 | $1.79M | 0.38% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 14,521 | $1.79M | 0.81% | −150−1.0% | Reduced |
| Everett Harris & Co | 14,592 | $1.80M | 0.02% | −2,050−12.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,672 | $1.81M | 0.07% | −292−2.0% | Reduced |
| Capital Advisors Inc | 14,707 | $1.82M | 0.04% | −171−1.1% | Reduced |
| Haverford Trust Co | 14,745 | $1.82M | 0.02% | −269−1.8% | Reduced |
| Crescent Sterling, Ltd. | 14,747 | $1.82M | 1.87% | −25−0.2% | Reduced |
| Bayesian Capital Management, LP | 14,800 | $1.83M | 0.30% | +14,800 | New |
| Assenagon Asset Management S.A. | 14,893 | $1.84M | 0.00% | −558,599−97.4% | Reduced |
| Caldwell Trust Co | 14,924 | $1.84M | 0.20% | +691+4.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 14,962 | $1.85M | 0.18% | +14,962 | New |
| Stephens Inc | 14,984 | $1.85M | 0.03% | −30.0% | Reduced |
| Valeo Financial Advisors, LLC | 15,019 | $1.85M | 0.05% | +836+5.9% | Added |
| Koshinski Asset Management, Inc. | 15,066 | $1.86M | 0.16% | −131−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 15,216 | $1.88M | 0.05% | +5,967+64.5% | Added |
| LRT Capital Management, LLC | 15,237 | $1.88M | 1.29% | +7,405+94.5% | Added |
| Harvest Portfolios Group Inc. | 15,315 | $1.89M | 0.06% | +1,855+13.8% | Added |
| Independent Solutions Wealth Management, LLC | 15,323 | $1.89M | 0.42% | +123+0.8% | Added |
| Empirical Finance, LLC | 15,426 | $1.90M | 0.12% | +301+2.0% | Added |
| Wedbush Securities Inc | 15,439 | $1.91M | 0.07% | −1,110−6.7% | Reduced |
| Principal Securities, Inc. | 16,739 | $1.91M | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,474 | $1.91M | 0.01% | +1,931+14.3% | Added |
| Great Valley Advisor Group, Inc. | 15,581 | $1.92M | 0.04% | −114−0.7% | Reduced |
| South State Corp. | 15,628 | $1.93M | 0.09% | +5,918+60.9% | Added |
| PFG Investments, LLC | 15,647 | $1.93M | 0.12% | +343+2.2% | Added |
| William B. Walkup & Associates, Inc. | 15,662 | $1.93M | 1.18% | +628+4.2% | Added |
| FourThought Financial Partners, LLC | 15,682 | $1.94M | 0.20% | −5,700−26.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,754 | $1.95M | 0.11% | −1,073−6.4% | Reduced |
| Vident Advisory, LLC | 15,912 | $1.97M | 0.03% | +3,850+31.9% | Added |
| GTS Securities LLC | 16,210 | $2.00M | 0.09% | −4,224−20.7% | Reduced |
| Wilkins Investment Counsel Inc | 16,262 | $2.01M | 0.29% | −287−1.7% | Reduced |
| Cercano Management LLC | 16,290 | $2.01M | 0.06% | −22,669−58.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,306 | $2.01M | 0.04% | +50+0.3% | Added |
| Allstate Corp | 16,355 | $2.02M | 0.06% | +3,926+31.6% | Added |
| Neville Rodie & Shaw Inc | 16,403 | $2.02M | 0.16% | −125−0.8% | Reduced |
| Keystone Wealth Services, LLC | 16,418 | $2.03M | 0.55% | −265−1.6% | Reduced |
| TBH Global Asset Management, LLC | 16,452 | $2.03M | 0.39% | +268+1.7% | Added |
| Northside Capital Management, LLC | 16,725 | $2.07M | 0.34% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 16,765 | $2.07M | 0.11% | −560−3.2% | Reduced |
| Moser Wealth Advisors, LLC | 16,880 | $2.08M | 1.09% | −340−2.0% | Reduced |
| Auxier Asset Management | 17,017 | $2.10M | 0.31% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 17,030 | $2.10M | 1.34% | −1,300−7.1% | Reduced |
| Avantax Planning Partners, Inc. | 17,067 | $2.11M | 0.07% | −1,082−6.0% | Reduced |
| F/M Investments LLC | 17,092 | $2.11M | 0.08% | −696−3.9% | Reduced |
| Vinva Investment Management Ltd | 17,349 | $2.11M | 0.09% | +107+0.6% | Added |
| Simplex Trading, LLC | 17,120 | $2.11M | 0.07% | +5,721+50.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.11M | 0.20% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 17,208 | $2.12M | 0.35% | +500+3.0% | Added |
| Profund Advisors LLC | 17,345 | $2.14M | 0.09% | −20.0% | Reduced |
| Burney Co | 17,364 | $2.14M | 0.08% | −645−3.6% | Reduced |
| Inscription Capital, LLC | 13,153 | $2.15M | 0.36% | +13,153 | New |
| Clifford Swan Investment Counsel LLC | 17,452 | $2.15M | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 17,456 | $2.16M | 0.20% | −47−0.3% | Reduced |
| Snowden Capital Advisors LLC | 17,504 | $2.16M | 0.07% | −476−2.6% | Reduced |
| Hancock Whitney Corp | 17,575 | $2.17M | 0.07% | +304+1.8% | Added |
| National Asset Management, Inc. | 17,628 | $2.18M | 0.07% | −340−1.9% | Reduced |
| HBK Sorce Advisory LLC | 17,638 | $2.18M | 0.06% | +64+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 17,671 | $2.18M | 0.03% | −96−0.5% | Reduced |
| Synovus Financial Corp | 17,743 | $2.19M | 0.03% | −969−5.2% | Reduced |
| Bessemer Group Inc | 17,756 | $2.19M | 0.00% | −11,847−40.0% | Reduced |
| Catherine Avery Investment Management LLC | 17,869 | $2.21M | 1.98% | +17,848+84,990.5% | Added |
| Cherokee Insurance Co | 18,150 | $2.24M | 0.99% | 00.0% | Unchanged |
| Regions Financial Corp | 18,226 | $2.25M | 0.02% | −314−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 18,344 | $2.27M | 0.03% | −1,209−6.2% | Reduced |
| Banque Cantonale Vaudoise | 18,367 | $2.27M | 0.10% | +18,367 | New |
| Mattern Wealth Management LLC | 18,411 | $2.27M | 0.50% | −1,577−7.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,578 | $2.29M | 0.03% | −710−3.7% | Reduced |
| Toroso Investments, LLC | 18,581 | $2.29M | 0.02% | −4,335−18.9% | Reduced |
| Patten & Patten Inc | 18,648 | $2.30M | 0.15% | −1,275−6.4% | Reduced |
| Stock Yards Bank & Trust Co | 18,656 | $2.30M | 0.08% | −754−3.9% | Reduced |
| Tiaa Trust, National Association | 18,777 | $2.32M | 0.01% | +1,172+6.7% | Added |
| NorthCrest Asset Manangement, LLC | 18,877 | $2.33M | 0.07% | +463+2.5% | Added |
| PFW Advisors LLC | 18,982 | $2.34M | 0.73% | +87+0.5% | Added |
| City Holding Co | 19,015 | $2.35M | 0.33% | −50−0.3% | Reduced |
| Cresset Asset Management, LLC | 19,075 | $2.36M | 0.01% | −947−4.7% | Reduced |