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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 45,884 | $5.67M | 0.20% | +4,620+11.2% | Added |
| Prospera Financial Services Inc | 45,932 | $5.67M | 0.13% | +15,973+53.3% | Added |
| Stolper Co | 46,147 | $5.70M | 1.87% | −137−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,130 | $5.74M | 0.02% | +4,425+10.4% | Added |
| Swiss Life Asset Management Ltd | 46,976 | $5.80M | 0.04% | +11,320+31.7% | Added |
| Stablepoint Partners, LLC | 47,328 | $5.84M | 1.06% | +3,589+8.2% | Added |
| Royal Fund Management, LLC | 46,986 | $5.85M | 0.70% | −3,395−6.7% | Reduced |
| Bank of Nova Scotia | 47,545 | $5.87M | 0.01% | −193,306−80.3% | Reduced |
| Wesbanco Bank Inc | 47,740 | $5.89M | 0.20% | −1,109−2.3% | Reduced |
| Dakota Wealth Management | 47,906 | $5.92M | 0.14% | −2,580−5.1% | Reduced |
| Lido Advisors, LLC | 48,015 | $5.93M | 0.03% | +1,274+2.7% | Added |
| Mutual of America Capital Management LLC | 48,020 | $5.93M | 0.07% | −1,449−2.9% | Reduced |
| Scissortail Wealth Management, LLC | 48,146 | $5.95M | 1.53% | −143−0.3% | Reduced |
| Park Avenue Securities LLC | 48,156 | $5.95M | 0.07% | +382+0.8% | Added |
| TD Waterhouse Canada Inc. | 47,878 | $5.95M | 0.05% | +14,856+45.0% | Added |
| State of Alaska, Department of Revenue | 48,396 | $5.97M | 0.07% | +1,310+2.8% | Added |
| Wolverine Trading, LLC | 49,087 | $5.98M | 0.19% | +27,269+125.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $5.99M | 0.33% | +52,804 | New |
| Mirador Capital Partners LP | 49,073 | $6.06M | 1.06% | +1,858+3.9% | Added |
| NewSquare Capital LLC | 49,747 | $6.06M | 0.49% | −290−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 49,225 | $6.08M | 0.09% | −2,392−4.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,226 | $6.08M | 0.06% | +929+1.9% | Added |
| Wealthfront Advisers LLC | 49,492 | $6.11M | 0.02% | +4,123+9.1% | Added |
| CIBC World Markets Corp | 49,814 | $6.15M | 0.05% | −15,614−23.9% | Reduced |
| RBF Capital, LLC | 50,000 | $6.17M | 0.39% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 50,438 | $6.23M | 0.08% | +43,100+587.4% | Added |
| Brick & Kyle, Associates | 51,808 | $6.26M | 2.87% | −875−1.7% | Reduced |
| Nissay Asset Management Corp | 51,293 | $6.33M | 0.04% | −27−0.1% | Reduced |
| Gotham Asset Management, LLC | 51,313 | $6.34M | 0.05% | −100,217−66.1% | Reduced |
| Kornitzer Capital Management Inc | 51,402 | $6.35M | 0.13% | −274−0.5% | Reduced |
| Schroder Investment Management Group | 52,268 | $6.36M | 0.01% | −2,237−4.1% | Reduced |
| Disciplined Investments, LLC | 51,748 | $6.39M | 2.93% | +274+0.5% | Added |
| Telos Capital Management, Inc. | 52,415 | $6.47M | 0.71% | +1,304+2.6% | Added |
| Leavell Investment Management, Inc. | 52,459 | $6.48M | 0.32% | −1,767−3.3% | Reduced |
| J.W. Cole Advisors, Inc. | 52,768 | $6.52M | 0.20% | +45,527+628.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 52,869 | $6.53M | 1.40% | −1,651−3.0% | Reduced |
| Commerce Bank | 53,588 | $6.62M | 0.04% | −1,754−3.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,366 | $6.71M | 0.02% | −1,092−2.0% | Reduced |
| New York Life Investment Management LLC | 55,265 | $6.82M | 0.07% | −215−0.4% | Reduced |
| Alaska Permanent Fund Corp | 65,636 | $6.83M | 0.10% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 42,129 | $6.88M | 2.39% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 56,531 | $6.98M | 0.88% | +555+1.0% | Added |
| Public Employees Retirement Association of Colorado | 56,568 | $6.99M | 0.03% | −288−0.5% | Reduced |
| Advisors Asset Management, Inc. | 56,870 | $7.02M | 0.13% | −6,476−10.2% | Reduced |
| Brown Advisory Inc | 57,294 | $7.07M | 0.01% | −14,143−19.8% | Reduced |
| Xponance, Inc. | 59,193 | $7.31M | 0.07% | +563+1.0% | Added |
| Mercer Global Advisors Inc | 59,314 | $7.32M | 0.02% | −29,177−33.0% | Reduced |
| Hamilton Capital Partners Inc. | 59,514 | $7.35M | 0.47% | +4,046+7.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,922 | $7.40M | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 60,743 | $7.49M | 0.02% | +19,059+45.7% | Added |
| Yousif Capital Management, LLC | 61,411 | $7.58M | 0.09% | +465+0.8% | Added |
| Foundation Resource Management Inc | 63,346 | $7.82M | 1.23% | −1,569−2.4% | Reduced |
| Cypress Capital Group | 63,410 | $7.83M | 1.03% | −1,125−1.7% | Reduced |
| Advisors Capital Management, LLC | 63,433 | $7.83M | 0.12% | +4,002+6.7% | Added |
| Rodgers Brothers Inc. | 66,513 | $8.21M | 1.09% | +17,100+34.6% | Added |
| Osborne Partners Capital Management, LLC | 66,778 | $8.25M | 0.48% | +260+0.4% | Added |
| IFM Investors Pty Ltd | 67,621 | $8.35M | 0.09% | +4,766+7.6% | Added |
| Susquehanna International Group, LLP | 67,976 | $8.39M | 0.01% | −296,086−81.3% | Reduced |
| Utah Retirement Systems | 68,367 | $8.44M | 0.10% | 00.0% | Unchanged |
| FIL Ltd | 68,664 | $8.48M | 0.01% | +68,664 | New |
| CIBC World Markets Inc. | 69,512 | $8.58M | 0.02% | +46,826+206.4% | Added |
| Venture Visionary Partners LLC | 70,592 | $8.72M | 0.37% | +396+0.6% | Added |
| Fort Point Capital Partners LLC | 71,633 | $8.85M | 0.99% | −70.0% | Reduced |
| Calamos Advisors LLC | 71,944 | $8.88M | 0.04% | +801+1.1% | Added |
| CIBC Asset Management Inc | 71,976 | $8.89M | 0.03% | −708−1.0% | Reduced |
| Visionary Wealth Advisors | 72,092 | $8.90M | 0.53% | +3,770+5.5% | Added |
| Sendero Wealth Management, LLC | 72,651 | $8.97M | 1.25% | +49,905+219.4% | Added |
| AXA S.A. | 73,104 | $9.03M | 0.03% | −5,042−6.5% | Reduced |
| Quantinno Capital Management LP | 73,174 | $9.04M | 0.06% | +34,509+89.3% | Added |
| Spirit of America Management Corp | 73,536 | $9.08M | 1.84% | −1,400−1.9% | Reduced |
| Varma Mutual Pension Insurance Co | 73,800 | $9.11M | 0.08% | −6,600−8.2% | Reduced |
| WSFS Capital Management, LLC | 73,987 | $9.14M | 0.55% | −3,727−4.8% | Reduced |
| Simmons Bank | 74,319 | $9.18M | 0.69% | −1,489−2.0% | Reduced |
| Pacific Heights Asset Management LLC | 75,000 | $9.26M | 0.63% | −75,000−50.0% | Reduced |
| Cambria Investment Management, L.P. | 76,158 | $9.40M | 0.66% | −7,557−9.0% | Reduced |
| Advisory Services Network, LLC | 76,385 | $9.43M | 0.18% | −5,860−7.1% | Reduced |
| Daiwa Securities Group Inc. | 76,503 | $9.45M | 0.04% | +7,751+11.3% | Added |
| Two Sigma Advisers, LP | 76,500 | $9.45M | 0.02% | +25,800+50.9% | Added |
| Kestra Advisory Services, LLC | 76,624 | $9.46M | 0.05% | −3,363−4.2% | Reduced |
| Marco Investment Management LLC | 77,147 | $9.53M | 0.88% | −1,835−2.3% | Reduced |
| DnB Asset Management AS | 77,390 | $9.56M | 0.04% | +75,168+3,382.9% | Added |
| Adell Harriman & Carpenter Inc | 78,125 | $9.65M | 0.73% | −8,021−9.3% | Reduced |
| American Century Companies Inc | 78,643 | $9.71M | 0.01% | −180,796−69.7% | Reduced |
| British Columbia Investment Management Corp | 78,984 | $9.75M | 0.06% | −1,167−1.5% | Reduced |
| Teacher Retirement System of Texas | 79,556 | $9.82M | 0.04% | −50,791−39.0% | Reduced |
| Amalgamated Bank | 80,038 | $9.88M | 0.08% | +837+1.1% | Added |
| GWM Advisors LLC | 81,525 | $10.1M | 0.06% | +2,661+3.4% | Added |
| Heritage Investors Management Corp | 82,539 | $10.2M | 0.35% | +158+0.2% | Added |
| Daymark Wealth Partners, LLC | 82,943 | $10.2M | 0.44% | +113+0.1% | Added |
| ProShare Advisors LLC | 83,078 | $10.3M | 0.02% | −1,654−2.0% | Reduced |
| Guggenheim Capital LLC | 83,108 | $10.3M | 0.10% | +16,785+25.3% | Added |
| La Banque Postale Asset Management SA | 83,256 | $10.3M | 0.16% | +14,333+20.8% | Added |
| Pathstone Holdings, LLC | 83,664 | $10.3M | 0.04% | +28,009+50.3% | Added |
| Skba Capital Management LLC | 84,435 | $10.4M | 1.55% | −300−0.4% | Reduced |
| Congress Wealth Management LLC | 84,805 | $10.5M | 0.13% | +19,362+29.6% | Added |
| Magnetar Financial LLC | 85,895 | $10.6M | 0.14% | +85,895 | New |
| Viking Fund Management LLC | 87,000 | $10.7M | 1.55% | +20,000+29.9% | Added |
| O'Shaughnessy Asset Management, LLC | 87,522 | $10.8M | 0.09% | −5,913−6.3% | Reduced |
| CCM Investment Advisers LLC | 88,233 | $10.9M | 1.34% | −5,548−5.9% | Reduced |
| Retirement Systems of Alabama | 88,746 | $11.0M | 0.04% | −669−0.7% | Reduced |