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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 132 | $16.3K | 0.01% | −12−8.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 137 | $16.9K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 136 | $17.0K | 0.00% | +27+24.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $17.2K | 0.01% | −6,235−97.8% | Reduced |
| Clear Investment Research, LLC | 139 | $17.2K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 145 | $17.9K | 0.02% | +1+0.7% | Added |
| Burkett Financial Services, LLC | 148 | $18.3K | 0.01% | +1+0.7% | Added |
| Cape Investment Advisory, Inc. | 150 | $18.5K | 0.01% | −1−0.7% | Reduced |
| Lummis Asset Management, LP | 150 | $18.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 153 | $18.9K | 0.00% | +153 | New |
| Friedenthal Financial | 155 | $19.2K | 0.01% | +155 | New |
| Stone House Investment Management, LLC | 157 | $19.3K | 0.00% | +157 | New |
| Blue Bell Private Wealth Management, LLC | 158 | $19.5K | 0.00% | +13+9.0% | Added |
| Tortoise Investment Management, LLC | 160 | $19.8K | 0.00% | −473−74.7% | Reduced |
| Atticus Wealth Management, LLC | 160 | $19.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 160 | $19.8K | 0.01% | +160 | New |
| Saudi Central Bank | 163 | $20.1K | 0.11% | +163 | New |
| Bell Investment Advisors, Inc | 164 | $20.3K | 0.00% | −132−44.6% | Reduced |
| First United Bank Trust | 165 | $20.4K | 0.01% | −35−17.5% | Reduced |
| SOA Wealth Advisors, LLC. | 167 | $20.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 170 | $21.0K | 0.00% | −100−37.0% | Reduced |
| Lagoda Investment Management, L.P. | 170 | $21.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $21.0K | 0.01% | −8−4.3% | Reduced |
| Byrne Asset Management LLC | 173 | $21.4K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 173 | $21.4K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 174 | $21.5K | 0.01% | −100−36.5% | Reduced |
| Hallmark Capital Management Inc | 175 | $21.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 175 | $21.6K | 0.00% | +175 | New |
| ORG Wealth Partners, LLC | 176 | $21.9K | 0.01% | −54−23.5% | Reduced |
| Heritage Wealth Advisors | 182 | $22.5K | 0.00% | −74−28.9% | Reduced |
| Silvant Capital Management LLC | 186 | $23.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 189 | $23.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 189 | $23.3K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 190 | $23.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 191 | $23.6K | 0.00% | −300−61.1% | Reduced |
| Coston, McIsaac & Partners | 200 | $24.0K | 0.01% | −76−27.5% | Reduced |
| Navigoe, LLC | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 213 | $24.3K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 199 | $24.6K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $24.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 207 | $25.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $26.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 259 | $26.6K | 0.01% | +47+22.2% | Added |
| Core Alternative Capital | 216 | $26.7K | 0.01% | −20−8.5% | Reduced |
| Bank & Trust Co | 217 | $26.8K | 0.02% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 221 | $27.0K | 0.01% | +221 | New |
| Atlantic Edge Private Wealth Management, LLC | 219 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 230 | $28.0K | 0.01% | +230 | New |
| Opal Wealth Advisors, LLC | 231 | $28.5K | 0.01% | +231 | New |
| Pacific Center for Financial Services | 233 | $28.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 271 | $29.0K | 0.01% | +20+8.0% | Added |
| Stephens Consulting, LLC | 237 | $29.3K | 0.01% | −7−2.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 237 | $29.3K | 0.02% | +237 | New |
| Pinpoint Asset Management Ltd | 238 | $29.4K | 0.01% | +238 | New |
| Bruce G. Allen Investments, LLC | 240 | $29.6K | 0.02% | +21+9.6% | Added |
| GW&K Investment Management, LLC | 239 | $30.0K | 0.00% | +37+18.3% | Added |
| Tacita Capital Inc | 245 | $30.3K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 246 | $30.4K | 0.01% | +146+146.0% | Added |
| Gen-Wealth Partners Inc | 247 | $30.5K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 247 | $30.5K | 0.02% | +2+0.8% | Added |
| Rise Advisors, LLC | 249 | $30.7K | 0.01% | −5−2.0% | Reduced |
| SJS Investment Consulting Inc. | 249 | $30.7K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 249 | $30.8K | 0.02% | −25−9.1% | Reduced |
| Cornerstone National Bank & Trust Co | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $30.9K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 252 | $31.1K | 0.00% | +32+14.5% | Added |
| CNB Bank | 257 | $31.7K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 260 | $32.1K | 0.01% | −2−0.8% | Reduced |
| Winnow Wealth LLC | 262 | $32.3K | 0.03% | +7+2.7% | Added |
| Fortitude Family Office, LLC | 266 | $32.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 270 | $33.3K | 0.01% | +1+0.4% | Added |
| Kings Path Partners LLC | 272 | $33.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $34.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 275 | $34.0K | 0.01% | +275 | New |
| TSFG, LLC | 272 | $34.0K | 0.01% | +1+0.4% | Added |
| Stephenson National Bank & Trust | 276 | $34.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 276 | $34.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 277 | $34.2K | 0.00% | +133+92.4% | Added |
| First Command Advisory Services, Inc. | 283 | $34.9K | 0.00% | −200−41.4% | Reduced |
| Rogco, LP | 283 | $34.9K | 0.01% | −67−19.1% | Reduced |
| Crews Bank & Trust | 285 | $35.2K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 286 | $35.3K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 295 | $36.4K | 0.01% | −30−9.2% | Reduced |
| Rocky Mountain Advisers, LLC | 299 | $36.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $37.0K | 0.03% | 00.0% | Unchanged |
| Compass Financial Services Inc | 300 | $37.0K | 0.02% | +25+9.1% | Added |
| Morgan Dempsey Capital Management LLC | 301 | $37.2K | 0.02% | −114−27.5% | Reduced |
| Nova Wealth Management, Inc. | 301 | $37.2K | 0.03% | +301 | New |
| Hoese & Co LLP | 302 | $37.3K | 0.03% | 00.0% | Unchanged |
| Copia Wealth Management | 311 | $38.4K | 0.04% | −6−1.9% | Reduced |
| Transce3nd, LLC | 321 | $39.6K | 0.02% | −235−42.3% | Reduced |
| Private Wealth Management Group, LLC | 321 | $39.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 322 | $39.8K | 0.02% | +1+0.3% | Added |
| Bellwether Advisors, LLC | 329 | $40.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 330 | $40.7K | 0.03% | +330 | New |