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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 335 | $41.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 336 | $41.5K | 0.01% | +86+34.4% | Added |
| Arlington Trust Co LLC | 348 | $43.0K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $44.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $44.2K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 383 | $47.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 385 | $47.5K | 0.01% | +385 | New |
| Ogorek Anthony Joseph | 393 | $48.0K | 0.02% | +374+1,968.4% | Added |
| Evolution Advisers, Inc. | 400 | $49.0K | 0.03% | −3−0.7% | Reduced |
| Sofos Investments, Inc. | 397 | $49.0K | 0.01% | +397 | New |
| Costello Asset Management, INC | 400 | $49.4K | 0.02% | +400 | New |
| Whipplewood Advisors, LLC | 324 | $49.5K | 0.03% | −77−19.2% | Reduced |
| eCIO, Inc. | 50,000 | $50.4K | 0.02% | +50,000 | New |
| Cary Street Partner Investment Advisory LLC | 421 | $52.0K | 0.03% | +180+74.7% | Added |
| SBI Securities Co., Ltd. | 426 | $52.6K | 0.00% | −2−0.5% | Reduced |
| Medallion Wealth Advisors, LLC | 432 | $53.7K | 0.02% | +3+0.7% | Added |
| Pin Oak Investment Advisors Inc | 485 | $55.0K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 450 | $55.6K | 0.03% | +250+125.0% | Added |
| Crowley Wealth Management, Inc. | 455 | $56.2K | 0.05% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 474 | $58.5K | 0.03% | +474 | New |
| Millstone Evans Group, LLC | 481 | $59.4K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 488 | $60.3K | 0.01% | −87−15.1% | Reduced |
| Hemington Wealth Management | 496 | $61.0K | 0.01% | +124+33.3% | Added |
| Aventura Private Wealth, LLC | 498 | $61.5K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $61.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $61.7K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $61.7K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $61.7K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 503 | $62.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 503 | $62.1K | 0.01% | +131+35.2% | Added |
| Key Financial Inc | 514 | $63.5K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 517 | $63.8K | 0.05% | +517 | New |
| Catalyst Capital Advisors LLC | 527 | $65.1K | 0.00% | +164+45.2% | Added |
| JFS Wealth Advisors, LLC | 529 | $65.3K | 0.00% | +3+0.6% | Added |
| Front Row Advisors LLC | 535 | $66.1K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 543 | $67.0K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 546 | $67.4K | 0.02% | +546 | New |
| Sarver Vrooman Wealth Advisors | 547 | $67.5K | 0.04% | +547 | New |
| Tower View Investment Management & Research LLC | 549 | $67.8K | 0.04% | +5+0.9% | Added |
| Duncker Streett & Co Inc | 556 | $68.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 562 | $69.4K | 0.04% | +25+4.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 573 | $70.8K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $70.9K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 584 | $72.1K | 0.00% | +537+1,142.6% | Added |
| Murphy & Mullick Capital Management Corp | 603 | $74.5K | 0.07% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 605 | $74.7K | 0.05% | +605 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $75.3K | 0.03% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 612 | $75.6K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 616 | $76.1K | 0.03% | +1+0.2% | Added |
| PFS Partners, LLC | 621 | $76.7K | 0.04% | +4+0.6% | Added |
| Strategic Investment Solutions, Inc. | 623 | $76.9K | 0.02% | +18+3.0% | Added |
| Kimelman & Baird, LLC | 625 | $77.2K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 604 | $78.3K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 644 | $79.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 648 | $80.0K | 0.04% | −95−12.8% | Reduced |
| Godsey & Gibb Associates | 650 | $80.3K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 679 | $83.8K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 682 | $84.2K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 697 | $86.1K | 0.05% | +5+0.7% | Added |
| Kentucky Trust Co | 700 | $86.4K | 0.05% | 00.0% | Unchanged |
| Clark Wealth Partners | 700 | $86.5K | 0.06% | +27+4.0% | Added |
| Glen Eagle Advisors, LLC | 710 | $87.7K | 0.01% | +18+2.6% | Added |
| New Millennium Group LLC | 712 | $87.9K | 0.06% | −860−54.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 724 | $89.4K | 0.03% | +4+0.6% | Added |
| Avion Wealth | 793 | $90.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 734 | $90.6K | 0.01% | −9−1.2% | Reduced |
| Sound Income Strategies, LLC | 743 | $91.8K | 0.01% | +123+19.8% | Added |
| Motco | 749 | $92.5K | 0.01% | +23+3.2% | Added |
| Rialto Wealth Management, LLC | 753 | $93.0K | 0.03% | +9+1.2% | Added |
| Gleason Group, Inc. | 760 | $93.8K | 0.02% | +7+0.9% | Added |
| Cloud Capital Management, LLC | 772 | $95.0K | 0.07% | +772 | New |
| Park Place Capital Corp | 772 | $95.3K | 0.03% | −377−32.8% | Reduced |
| Golden State Wealth Management, LLC | 772 | $95.4K | 0.01% | +97+14.4% | Added |
| TFC Financial Management | 787 | $97.1K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 790 | $97.6K | 0.08% | +3+0.4% | Added |
| True Wealth Design, LLC | 809 | $99.8K | 0.04% | +785+3,270.8% | Added |
| Piscataqua Savings Bank | 816 | $100.8K | 0.09% | +135+19.8% | Added |
| VSM Wealth Advisory, LLC | 829 | $102.4K | 0.04% | +829 | New |
| McClarren Financial Advisors, Inc. | 647 | $103.0K | 0.07% | +647 | New |
| Private Wealth Asset Management, LLC | 835 | $103.2K | 0.01% | +835 | New |
| Optimum Investment Advisors | 838 | $103.5K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 838 | $103.5K | 0.01% | +7+0.8% | Added |
| CVA Family Office, LLC | 856 | $105.7K | 0.02% | −110−11.4% | Reduced |
| Garde Capital, Inc. | 867 | $107.0K | 0.01% | −436−33.5% | Reduced |
| Y.D. More Investments Ltd | 876 | $108.2K | 0.01% | +876 | New |
| Missouri Trust & Investment Co | 880 | $108.7K | 0.04% | +131+17.5% | Added |
| American National Bank | 882 | $108.9K | 0.01% | −79−8.2% | Reduced |
| Covestor Ltd | 884 | $109.0K | 0.07% | +420+90.5% | Added |
| Plato Investment Management Ltd | 880 | $109.8K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 900 | $111.1K | 0.09% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 905 | $112.0K | 0.00% | +394+77.1% | Added |
| Compagnie Lombard Odier SCmA | 923 | $114.0K | 0.00% | −410−30.8% | Reduced |
| City State Bank | 942 | $116.3K | 0.04% | −45−4.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 950 | $117.3K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $118.5K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 983 | $121.4K | 0.01% | −211−17.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 995 | $122.9K | 0.00% | −12−1.2% | Reduced |
| Mechanics Financial Corp | 1,000 | $123.5K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,005 | $124.1K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,034 | $127.7K | 0.03% | 00.0% | Unchanged |