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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 29,276 | $3.62M | 0.03% | +6,737+29.9% | Added |
| Baxter Bros Inc | 29,437 | $3.63M | 0.48% | +287+1.0% | Added |
| Benjamin Edwards Inc | 29,447 | $3.64M | 0.05% | −3,392−10.3% | Reduced |
| Fundamentun, LLC | 29,683 | $3.67M | 0.20% | +5,762+24.1% | Added |
| Ellerson Group Inc | 29,747 | $3.67M | 2.92% | +326+1.1% | Added |
| Northwest & Ethical Investments L.P. | 29,748 | $3.67M | 0.10% | +8,796+42.0% | Added |
| Everence Capital Management Inc | 30,050 | $3.71M | 0.25% | +3,430+12.9% | Added |
| Concurrent Investment Advisors, LLC | 30,055 | $3.71M | 0.09% | +9,376+45.3% | Added |
| Arkadios Wealth Advisors | 30,188 | $3.73M | 0.14% | −18,712−38.3% | Reduced |
| Two Sigma Investments, LP | 30,200 | $3.73M | 0.01% | +156+0.5% | Added |
| First American Bank | 30,261 | $3.74M | 0.28% | −93−0.3% | Reduced |
| Independent Advisor Alliance | 30,820 | $3.81M | 0.13% | +3,080+11.1% | Added |
| Sequoia Financial Advisors, LLC | 30,883 | $3.81M | 0.03% | +1,351+4.6% | Added |
| KBC Group NV | 31,433 | $3.88M | 0.01% | −3,769−10.7% | Reduced |
| Beacon Financial Group | 31,459 | $3.88M | 0.42% | −3,320−9.5% | Reduced |
| Elo Mutual Pension Insurance Co | 31,826 | $3.93M | 0.09% | −6,373−16.7% | Reduced |
| Tower Research Capital LLC (TRC) | 31,951 | $3.95M | 0.12% | +11,933+59.6% | Added |
| NEOS Investment Management LLC | 32,348 | $3.99M | 0.08% | +6,261+24.0% | Added |
| McDonald Partners LLC | 32,312 | $4.00M | 1.04% | −174−0.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $4.02M | 1.08% | +1,209+3.9% | Added |
| Northeast Financial Consultants Inc | 32,720 | $4.04M | 0.18% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 32,823 | $4.05M | 0.01% | −2,554−7.2% | Reduced |
| Clearbridge Investments, LLC | 32,933 | $4.07M | 0.00% | −584−1.7% | Reduced |
| Pinnacle Associates Ltd | 32,948 | $4.07M | 0.06% | −195−0.6% | Reduced |
| Ossiam | 33,061 | $4.08M | 0.06% | +33,061 | New |
| Miracle Mile Advisors, LLC | 33,066 | $4.08M | 0.08% | −736−2.2% | Reduced |
| Mizuho Securities USA LLC | 33,068 | $4.08M | 0.09% | −6,074−15.5% | Reduced |
| Chatham Capital Group, Inc. | 33,155 | $4.09M | 0.68% | −325−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,251 | $4.11M | 0.69% | +9,020+37.2% | Added |
| Steel Peak Wealth Management LLC | 33,357 | $4.12M | 0.18% | +33,357 | New |
| Alpha Omega Wealth Management LLC | 33,495 | $4.14M | 0.79% | +557+1.7% | Added |
| Community Bank & Trust, Waco, Texas | 33,563 | $4.14M | 0.98% | +40+0.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,632 | $4.15M | 0.60% | +1,455+4.5% | Added |
| UniSuper Management Pty Ltd | 33,778 | $4.17M | 0.03% | +1,031+3.1% | Added |
| Opus Investment Management Inc | 33,800 | $4.17M | 2.98% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 33,804 | $4.17M | 0.01% | −416,363−92.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 33,927 | $4.19M | 0.02% | −613−1.8% | Reduced |
| Nations Financial Group Inc, | 34,279 | $4.23M | 0.32% | −6,448−15.8% | Reduced |
| Squarepoint Ops LLC | 34,651 | $4.28M | 0.01% | −8,527−19.7% | Reduced |
| Woodline Partners LP | 34,891 | $4.31M | 0.03% | +10,089+40.7% | Added |
| Bryn Mawr Trust Co | 35,046 | $4.33M | 0.08% | +131+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 35,186 | $4.34M | 0.17% | +3,296+10.3% | Added |
| Strategic Planning Group, LLC | 35,348 | $4.36M | 0.85% | +6,774+23.7% | Added |
| Northwestern Mutual Wealth Management Co | 35,467 | $4.38M | 0.00% | +219+0.6% | Added |
| Capital Fund Management S.A. | 35,517 | $4.39M | 0.06% | −123,619−77.7% | Reduced |
| Private Advisor Group, LLC | 35,579 | $4.39M | 0.03% | −1,311−3.6% | Reduced |
| Oppenheimer & Co Inc | 35,676 | $4.41M | 0.07% | −11,277−24.0% | Reduced |
| Invesco, LLC | 35,791 | $4.42M | 1.82% | −115−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 35,849 | $4.43M | 0.09% | +420+1.2% | Added |
| Altrius Capital Management Inc | 35,855 | $4.43M | 1.08% | +1,409+4.1% | Added |
| Gladstone Institutional Advisory LLC | 35,866 | $4.43M | 0.21% | +3,331+10.2% | Added |
| New Age Alpha Advisors, LLC | 36,020 | $4.45M | 0.20% | +27,400+317.9% | Added |
| Ancora Advisors, LLC | 36,509 | $4.51M | 0.10% | +121+0.3% | Added |
| River Road Asset Management, LLC | 36,647 | $4.53M | 0.06% | +36,647 | New |
| HM Payson & Co | 36,692 | $4.53M | 0.08% | −634−1.7% | Reduced |
| Parsons Capital Management Inc | 36,718 | $4.53M | 0.25% | −793−2.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 36,943 | $4.56M | 0.59% | +1,987+5.7% | Added |
| Cary Street Partners Financial LLC | 37,149 | $4.59M | 0.15% | −885−2.3% | Reduced |
| Rakuten Investment Management, Inc. | 37,747 | $4.60M | 0.02% | +37,747 | New |
| Farmers & Merchants Investments Inc | 37,469 | $4.63M | 0.15% | −525−1.4% | Reduced |
| Umb Bank N A | 37,506 | $4.63M | 0.08% | +571+1.5% | Added |
| United Capital Financial Advisers, LLC | 37,772 | $4.66M | 0.04% | +3,002+8.6% | Added |
| CWM, LLC | 37,800 | $4.67M | 0.02% | +6,951+22.5% | Added |
| Rothschild Investment LLC | 37,936 | $4.68M | 0.31% | −216−0.6% | Reduced |
| Colonial Trust Co | 38,100 | $4.70M | 0.73% | +168+0.4% | Added |
| Meyer Handelman Co | 38,472 | $4.75M | 0.17% | −137−0.4% | Reduced |
| Huntington National Bank | 38,486 | $4.75M | 0.03% | −201−0.5% | Reduced |
| Shorepoint Capital Partners LLC | 38,814 | $4.79M | 1.08% | +1,157+3.1% | Added |
| Omers Administration Corp | 38,952 | $4.81M | 0.04% | +20,670+113.1% | Added |
| Brady Family Wealth, LLC | 38,990 | $4.81M | 1.54% | +2,362+6.4% | Added |
| Navellier & Associates Inc | 45,278 | $4.84M | 0.67% | −7,552−14.3% | Reduced |
| Aptus Capital Advisors, LLC | 39,321 | $4.86M | 0.06% | +13,592+52.8% | Added |
| Quotient Wealth Partners, LLC | 39,410 | $4.87M | 0.16% | +3,736+10.5% | Added |
| Heritage Trust Co | 39,907 | $4.93M | 0.60% | +2,207+5.9% | Added |
| Sienna Gestion | 41,182 | $4.94M | 0.41% | −2,687−6.1% | Reduced |
| Montgomery Investment Management Inc | 40,495 | $5.00M | 1.99% | +100.0% | Added |
| Bremer Bank National Association | 40,553 | $5.01M | 0.89% | +3,588+9.7% | Added |
| Atlantic Union Bankshares Corp | 40,561 | $5.01M | 0.30% | −1,452−3.5% | Reduced |
| Trajan Wealth LLC | 40,641 | $5.02M | 0.27% | +1,521+3.9% | Added |
| Cyndeo Wealth Partners, LLC | 40,647 | $5.02M | 0.33% | +15,856+64.0% | Added |
| Texas Yale Capital Corp. | 40,698 | $5.03M | 0.21% | −10,325−20.2% | Reduced |
| Kesler, Norman & Wride, LLC | 40,865 | $5.05M | 0.96% | −603−1.5% | Reduced |
| CCM Investment Group, LLC | 41,683 | $5.08M | 0.54% | −747−1.8% | Reduced |
| Coldstream Capital Management Inc | 41,283 | $5.10M | 0.11% | +1,048+2.6% | Added |
| Bokf, NA | 41,439 | $5.12M | 0.09% | +4,874+13.3% | Added |
| OP Asset Management Ltd | 42,097 | $5.20M | 0.09% | +42,097 | New |
| AlTi Global, Inc. | 42,232 | $5.21M | 0.14% | −20,594−32.8% | Reduced |
| King Luther Capital Management Corp | 42,383 | $5.23M | 0.02% | +288+0.7% | Added |
| Canal Insurance CO | 42,500 | $5.25M | 1.24% | +10,000+30.8% | Added |
| Colonial Trust Advisors | 42,795 | $5.28M | 0.47% | +313+0.7% | Added |
| Ieq Capital, LLC | 42,938 | $5.30M | 0.04% | +18,939+78.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 43,127 | $5.33M | 0.02% | −25,783−37.4% | Reduced |
| Level Four Advisory Services, LLC | 43,307 | $5.35M | 0.22% | +5,849+15.6% | Added |
| Generali Asset Management SPA SGR | 43,484 | $5.37M | 0.13% | +15,874+57.5% | Added |
| Jones Financial Companies LLLP | 44,360 | $5.41M | 0.00% | +10,057+29.3% | Added |
| Mackenzie Financial Corp | 43,884 | $5.42M | 0.01% | +1,445+3.4% | Added |
| JustInvest LLC | 44,486 | $5.49M | 0.08% | +5,454+14.0% | Added |
| MAI Capital Management | 44,664 | $5.52M | 0.04% | −1,461−3.2% | Reduced |
| Cohen & Steers, Inc. | 45,431 | $5.61M | 0.01% | −46,232−50.4% | Reduced |
| Kingsview Wealth Management, LLC | 45,870 | $5.66M | 0.11% | +5,075+12.4% | Added |