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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 19,128 | $2.36M | 0.07% | +11,910+165.0% | Added |
| International Assets Investment Management, LLC | 19,260 | $2.38M | 0.21% | −757−3.8% | Reduced |
| Maryland State Retirement & Pension System | 19,298 | $2.38M | 0.06% | −2,745−12.5% | Reduced |
| River Wealth Advisors LLC | 19,325 | $2.39M | 0.33% | −2,832−12.8% | Reduced |
| New Mexico Educational Retirement Board | 19,328 | $2.39M | 0.09% | −600−3.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,392 | $2.39M | 1.12% | −44−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 19,416 | $2.40M | 0.20% | +1,399+7.8% | Added |
| Hartford Financial Management Inc. | 19,456 | $2.40M | 0.50% | −340−1.7% | Reduced |
| Summit Financial, LLC | 19,461 | $2.40M | 0.07% | −280−1.4% | Reduced |
| Commerzbank Aktiengesellschaft | 19,479 | $2.41M | 0.06% | −3,265−14.4% | Reduced |
| Brookstone Capital Management | 19,516 | $2.41M | 0.03% | −1,048−5.1% | Reduced |
| Brevan Howard Capital Management LP | 19,529 | $2.41M | 0.07% | +19,529 | New |
| Cheviot Value Management, LLC | 22,592 | $2.42M | 0.30% | +2,041+9.9% | Added |
| QRG Capital Management, Inc. | 19,603 | $2.42M | 0.03% | −22,054−52.9% | Reduced |
| DCM Advisors, LLC | 19,745 | $2.42M | 1.29% | −979−4.7% | Reduced |
| Acadian Asset Management LLC | 19,674 | $2.43M | 0.01% | −8,565−30.3% | Reduced |
| Delta Global Management LP | 19,778 | $2.44M | 0.18% | +19,778 | New |
| Icon Wealth Advisors, LLC | 19,826 | $2.45M | 0.20% | −1,415−6.7% | Reduced |
| Intrust Bank NA | 19,860 | $2.45M | 0.24% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 19,923 | $2.46M | 0.54% | −4,598−18.8% | Reduced |
| Lighthouse Investment Partners, LLC | 20,000 | $2.47M | 0.11% | +15,820+378.5% | Added |
| Engine Capital Management, LP | 20,000 | $2.47M | 0.47% | +20,000 | New |
| U.S. Capital Wealth Advisors, LLC | 20,079 | $2.48M | 0.08% | +5,445+37.2% | Added |
| Argonautica Private Wealth Management, Inc | 20,115 | $2.48M | 0.85% | +232+1.2% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,219 | $2.50M | 1.42% | −10,010−33.1% | Reduced |
| Crossmark Global Holdings, Inc. | 20,325 | $2.51M | 0.04% | +1,250+6.6% | Added |
| GeoSphere Capital Management, LLC | 20,356 | $2.51M | 2.93% | +20,356 | New |
| Becker Capital Management Inc | 20,371 | $2.52M | 0.08% | −239−1.2% | Reduced |
| Argyle Capital Management Inc. | 20,417 | $2.52M | 0.94% | +480+2.4% | Added |
| Azzad Asset Management Inc | 20,430 | $2.52M | 0.30% | +20,430 | New |
| Carnegie Capital Asset Management, LLC | 26,060 | $2.53M | 0.06% | +4,686+21.9% | Added |
| Wealthspire Advisors, LLC | 20,526 | $2.53M | 0.02% | +10,086+96.6% | Added |
| Somerset Trust Co | 20,550 | $2.54M | 0.90% | +748+3.8% | Added |
| SWS Partners | 20,572 | $2.54M | 0.83% | −775−3.6% | Reduced |
| First Nebraska Trust Co | 20,593 | $2.54M | 0.25% | −155−0.7% | Reduced |
| Compass Wealth Management LLC | 20,629 | $2.55M | 0.65% | +19,068+1,221.5% | Added |
| Financial Counselors Inc | 20,919 | $2.58M | 0.04% | −1,110−5.0% | Reduced |
| Groupama Asset Managment | 21,257 | $2.59M | 0.05% | −543−2.5% | Reduced |
| Community Bank, N.A. | 21,084 | $2.60M | 0.35% | +927+4.6% | Added |
| Brinker Capital Investments, LLC | 21,129 | $2.61M | 0.03% | +2,012+10.5% | Added |
| Orion Portfolio Solutions, LLC | 21,129 | $2.61M | 0.03% | +2,012+10.5% | Added |
| Mediolanum International Funds Ltd | 21,495 | $2.62M | 0.04% | −696−3.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,537 | $2.66M | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 21,576 | $2.66M | 0.16% | +519+2.5% | Added |
| Engineers Gate Manager LP | 21,740 | $2.68M | 0.05% | −127,988−85.5% | Reduced |
| Qsemble Capital Management, LP | 21,788 | $2.69M | 0.29% | +21,788 | New |
| Ferguson Wellman Capital Management, Inc | 21,804 | $2.69M | 0.05% | −1,173−5.1% | Reduced |
| Securian Asset Management, Inc | 21,886 | $2.70M | 0.08% | −309−1.4% | Reduced |
| M&G Plc | 22,152 | $2.72M | 0.01% | −1,464−6.2% | Reduced |
| Clearwater Capital Advisors, LLC | 22,097 | $2.73M | 0.26% | +22,097 | New |
| Exencial Wealth Advisors, LLC | 22,122 | $2.73M | 0.10% | −2,533−10.3% | Reduced |
| Louisiana State Employees Retirement System | 22,200 | $2.74M | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 22,337 | $2.76M | 0.02% | +1,669+8.1% | Added |
| Oak Thistle LLC | 22,532 | $2.78M | 0.56% | +15,496+220.2% | Added |
| WCM Investment Management, LLC | 23,395 | $2.85M | 0.01% | −838−3.5% | Reduced |
| Kintayl Capital LP | 23,114 | $2.85M | 2.05% | +23,114 | New |
| Rockline Wealth Management, LLC | 23,466 | $2.90M | 0.81% | +1,002+4.5% | Added |
| Americana Partners, LLC | 23,475 | $2.90M | 0.11% | +1,813+8.4% | Added |
| Thrivent Financial for Lutherans | 23,310 | $2.90M | 0.01% | −23,589−50.3% | Reduced |
| RSM US Wealth Management LLC | 23,532 | $2.91M | 0.05% | −543−2.3% | Reduced |
| Atria Investments LLC | 23,601 | $2.91M | 0.04% | +4,348+22.6% | Added |
| DT Investment Partners, LLC | 23,670 | $2.92M | 0.28% | −7,104−23.1% | Reduced |
| Ameritas Investment Partners, Inc. | 23,916 | $2.95M | 0.10% | +17+0.1% | Added |
| Davenport & Co LLC | 24,039 | $2.97M | 0.02% | +246+1.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,159 | $2.98M | 0.98% | +188+0.8% | Added |
| Gulf International Bank (UK) Ltd | 24,211 | $2.99M | 0.10% | −8,981−27.1% | Reduced |
| Johnson Investment Counsel Inc | 24,284 | $3.00M | 0.03% | −5,701−19.0% | Reduced |
| TD Private Client Wealth LLC | 24,664 | $3.05M | 0.08% | −1,547−5.9% | Reduced |
| Tocqueville Asset Management L.P. | 24,957 | $3.08M | 0.05% | −1,660−6.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,957 | $3.08M | 0.04% | +1,257+5.3% | Added |
| Equitable Trust Co | 25,008 | $3.09M | 0.17% | −321−1.3% | Reduced |
| Hartford Investment Management Co | 25,216 | $3.11M | 0.11% | −260−1.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 25,240 | $3.12M | 0.09% | −6,000−19.2% | Reduced |
| Intech Investment Management LLC | 25,336 | $3.13M | 0.03% | −13,986−35.6% | Reduced |
| Fifth Third Bancorp | 25,567 | $3.16M | 0.01% | +328+1.3% | Added |
| Sonora Investment Management Group, LLC | 25,896 | $3.20M | 0.25% | −300−1.1% | Reduced |
| Voleon Capital Management LP | 25,961 | $3.21M | 0.25% | −514−1.9% | Reduced |
| First Manhattan Co | 26,079 | $3.22M | 0.01% | −380−1.4% | Reduced |
| Principle Wealth Partners LLC | 26,204 | $3.24M | 0.23% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 26,272 | $3.24M | 0.02% | −3,790−12.6% | Reduced |
| Citizens National Bank Trust Department | 26,487 | $3.27M | 0.70% | −747−2.7% | Reduced |
| Cardinal Capital Management | 26,690 | $3.30M | 0.51% | +880+3.4% | Added |
| Norinchukin Bank, The | 27,039 | $3.34M | 0.06% | +4,227+18.5% | Added |
| Central Trust Co | 27,071 | $3.34M | 0.08% | −1,013−3.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,238 | $3.36M | 0.03% | −9,031−24.9% | Reduced |
| Hilltop Holdings Inc. | 27,462 | $3.39M | 0.21% | +807+3.0% | Added |
| Westchester Capital Management, LLC | 27,500 | $3.40M | 0.20% | +27,500 | New |
| Riverview Capital Advisers, LLC | 27,530 | $3.40M | 1.07% | −345−1.2% | Reduced |
| Federated Hermes, Inc. | 27,541 | $3.40M | 0.01% | −32,742−54.3% | Reduced |
| Atria Wealth Solutions, Inc. | 27,834 | $3.44M | 0.04% | +1,985+7.7% | Added |
| Holocene Advisors, LP | 28,092 | $3.47M | 0.01% | −506,201−94.7% | Reduced |
| Metis Global Partners, LLC | 28,155 | $3.48M | 0.10% | +3,004+11.9% | Added |
| Kentucky Retirement Systems | 28,185 | $3.48M | 0.11% | −579−2.0% | Reduced |
| Glass Wealth Management Co LLC | 28,229 | $3.49M | 2.09% | −1,880−6.2% | Reduced |
| TownSquare Capital, LLC | 28,481 | $3.52M | 0.04% | +2,007+7.6% | Added |
| Beacon Pointe Advisors, LLC | 28,575 | $3.53M | 0.04% | −18,626−39.5% | Reduced |
| Resources Investment Advisors, LLC. | 28,635 | $3.54M | 0.04% | −117−0.4% | Reduced |
| German American Bancorp, Inc. | 28,701 | $3.54M | 0.38% | +447+1.6% | Added |
| SevenBridge Financial Group, LLC | 30,224 | $3.59M | 0.71% | +3,016+11.1% | Added |
| Virginia Wealth Management Group, Inc. | 29,137 | $3.60M | 2.22% | −1,176−3.9% | Reduced |