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 |
|---|---|---|---|---|---|
| Security National Bank | 1,054 | $130.1K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,050 | $130.5K | 0.03% | +162+18.2% | Added |
| American Capital Advisory, LLC | 1,057 | $130.5K | 0.07% | +4+0.4% | Added |
| Sentry Investment Management LLC | 1,355 | $131.0K | 0.09% | −405−23.0% | Reduced |
| CoreCap Advisors, LLC | 1,074 | $132.6K | 0.01% | +281+35.4% | Added |
| Continuum Advisory, LLC | 1,099 | $135.7K | 0.02% | +32+3.0% | Added |
| Global Financial Private Client, LLC | 1,102 | $136.1K | 0.05% | +24+2.2% | Added |
| Riverview Trust Co | 1,119 | $138.2K | 0.14% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,148 | $141.8K | 0.01% | +48+4.4% | Added |
| Lazard Asset Management LLC | 1,173 | $144.0K | 0.00% | −1,103−48.5% | Reduced |
| Valley National Advisers Inc | 1,184 | $146.0K | 0.03% | +305+34.7% | Added |
| Creative Financial Designs Inc | 1,190 | $147.0K | 0.01% | −77−6.1% | Reduced |
| Sittner & Nelson, LLC | 1,219 | $150.6K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,264 | $156.0K | 0.02% | +1+0.1% | Added |
| Smithfield Trust Co | 1,272 | $159.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,292 | $159.5K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 1,303 | $160.9K | 0.10% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,311 | $161.9K | 0.03% | +1+0.1% | Added |
| Centennial Bank | 1,325 | $163.6K | 0.08% | +200+17.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,334 | $164.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,348 | $166.5K | 0.02% | +260+23.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $167.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $167.2K | 0.05% | −14−1.0% | Reduced |
| 10Elms LLP | 1,354 | $167.2K | 0.17% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,360 | $168.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,364 | $168.4K | 0.11% | +182+15.4% | Added |
| Armstrong Advisory Group, Inc | 1,483 | $169.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $171.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,396 | $172.4K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,397 | $172.6K | 0.08% | −7−0.5% | Reduced |
| Evelyn Partners Investment Management LLP | 1,411 | $174.2K | 0.01% | −340−19.4% | Reduced |
| Chilton Capital Management LLC | 1,414 | $174.6K | 0.01% | −63−4.3% | Reduced |
| Hager Investment Management Services, LLC | 1,438 | $177.6K | 0.12% | +96+7.2% | Added |
| GeoWealth Management, LLC | 1,455 | $179.7K | 0.01% | −650−30.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,466 | $181.0K | 0.01% | −233−13.7% | Reduced |
| NBT Bank N A | 1,471 | $181.6K | 0.01% | −92−5.9% | Reduced |
| Westside Investment Management, Inc. | 1,471 | $181.7K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,482 | $183.0K | 0.01% | −223−13.1% | Reduced |
| State of Wyoming | 1,486 | $183.5K | 0.02% | −371−20.0% | Reduced |
| Financial Management Professionals, Inc. | 1,500 | $185.2K | 0.02% | −2−0.1% | Reduced |
| Caas Capital Management LP | 1,500 | $185.2K | 0.09% | +1,500 | New |
| Bullock Wealth Management Group | 1,517 | $188.7K | 0.11% | −125−7.6% | Reduced |
| Brown Brothers Harriman & Co | 1,532 | $189.2K | 0.00% | −1,165−43.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,538 | $189.9K | 0.09% | +132+9.4% | Added |
| Johnson Financial Group, Inc. | 1,541 | $190.3K | 0.01% | −1,439−48.3% | Reduced |
| Hantz Financial Services, Inc. | 1,550 | $191.0K | 0.00% | +397+34.4% | Added |
| Coastline Trust Co | 1,549 | $191.3K | 0.02% | −10−0.6% | Reduced |
| NBC Securities, Inc. | 1,558 | $192.0K | 0.02% | +1,557+155,700.0% | Added |
| Peterson Wealth Services | 1,600 | $197.6K | 0.06% | −34−2.1% | Reduced |
| New Wave Wealth Advisors LLC | 1,627 | $200.8K | 0.09% | +1+0.1% | Added |
| Harrell Investment Partners, LLC | 1,628 | $201.0K | 0.06% | +1,628 | New |
| Perkins Coie Trust Co | 1,629 | $201.1K | 0.05% | +6+0.4% | Added |
| Trust Co of Virginia | 1,632 | $201.5K | 0.02% | +1,632 | New |
| West Family Investments, Inc. | 1,632 | $201.5K | 0.08% | +1,632 | New |
| Journey Strategic Wealth LLC | 1,639 | $202.4K | 0.01% | +1,639 | New |
| Ground Swell Capital, LLC | 1,640 | $202.5K | 0.46% | +1,640 | New |
| Schear Investment Advisers, LLC | 1,645 | $203.1K | 0.12% | −4,723−74.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,646 | $203.3K | 0.01% | +1,646 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,647 | $203.4K | 0.14% | −980−37.3% | Reduced |
| BLB&B Advisors, LLC | 1,648 | $203.5K | 0.01% | +1,648 | New |
| BNC Wealth Management, LLC | 1,649 | $203.6K | 0.07% | +1,649 | New |
| Murphy Pohlad Asset Management LLC | 1,650 | $203.7K | 0.09% | +1,650 | New |
| Hirtle Callaghan & Co LLC | 1,652 | $204.0K | 0.01% | −536−24.5% | Reduced |
| Aspire Private Capital, LLC | 1,656 | $204.5K | 0.05% | +1,656 | New |
| Apella Capital, LLC | 1,984 | $204.6K | 0.01% | +1,984 | New |
| Biltmore Family Office, LLC | 1,659 | $204.9K | 0.03% | +1,659 | New |
| Key Client Fiduciary Advisors, LLC | 1,660 | $204.9K | 0.09% | +1,660 | New |
| Cullen Investment Group, Ltd. | 1,664 | $205.5K | 0.03% | +1,664 | New |
| JNBA Financial Advisors | 1,674 | $206.7K | 0.02% | +1,019+155.6% | Added |
| Blue Rock Wealth Management LLC | 1,674 | $206.7K | 0.18% | +1,674 | New |
| PFG Private Wealth Management, LLC | 1,675 | $206.8K | 0.11% | +442+35.8% | Added |
| Transamerica Financial Advisors, Inc. | 1,671 | $207.0K | 0.02% | −12−0.7% | Reduced |
| Cooper Financial Group | 1,679 | $207.3K | 0.03% | +1,679 | New |
| Catalina Capital Group, LLC | 1,681 | $207.6K | 0.14% | −1,124−40.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,687 | $208.4K | 0.07% | +1,687 | New |
| Harbour Trust & Investment Management Co | 1,689 | $208.6K | 0.03% | −2,122−55.7% | Reduced |
| Farmers Trust Co | 1,693 | $209.1K | 0.04% | +1,693 | New |
| Cherry Tree Wealth Management, LLC | 1,695 | $209.3K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,697 | $209.5K | 0.04% | +1,697 | New |
| Crestmont Private Wealth LLC | 1,698 | $209.7K | 0.09% | +1,698 | New |
| Patton Albertson Miller Group, LLC | 1,698 | $209.7K | 0.03% | +1,698 | New |
| Beirne Wealth Consulting Services, LLC | 1,700 | $209.9K | 0.07% | +1,700 | New |
| BIP Wealth, LLC | 1,707 | $210.8K | 0.01% | +1,707 | New |
| Proficio Capital Partners LLC | 1,708 | $210.9K | 0.02% | +1,708 | New |
| Sentry LLC | 1,710 | $211.2K | 0.04% | +1,710 | New |
| Endowment Wealth Management, Inc. | 1,711 | $211.2K | 0.14% | +1,711 | New |
| Per Stirling Capital Management, LLC. | 1,711 | $211.3K | 0.03% | +1,711 | New |
| Bayforest Capital Ltd | 1,718 | $212.1K | 0.09% | +1,074+166.8% | Added |
| Sovereign Financial Group, Inc. | 1,719 | $212.3K | 0.05% | +1,719 | New |
| Roman Butler Fullerton & Co | 2,207 | $212.4K | 0.08% | −579−20.8% | Reduced |
| McAdam, LLC | 1,720 | $212.4K | 0.01% | +1,720 | New |
| WealthShield Partners, LLC | 1,725 | $213.0K | 0.03% | +1,725 | New |
| Pinnacle Family Advisors, LLC | 1,726 | $213.1K | 0.12% | +1,726 | New |
| Prosperity Consulting Group, LLC | 1,728 | $213.4K | 0.02% | +1,728 | New |
| Ami Investment Management Inc | 1,729 | $213.5K | 0.07% | +1,729 | New |
| IVC Wealth Advisors LLC | 1,730 | $213.6K | 0.11% | +1,730 | New |
| Coastal Investment Advisors, Inc. | 1,742 | $215.1K | 0.10% | −353−16.8% | Reduced |
| Wealthspan Partners, LLC | 1,743 | $215.2K | 0.10% | +1,743 | New |
| Strait & Sound Wealth Management LLC | 1,745 | $215.5K | 0.10% | −300−14.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,742 | $215.5K | 0.02% | −605−25.8% | Reduced |