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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 1,749 | $216.0K | 0.04% | −251−12.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,749 | $216.0K | 0.02% | +1,749 | New |
| Bank of New Hampshire | 1,752 | $216.3K | 0.06% | −235−11.8% | Reduced |
| L2 Asset Management, LLC | 1,753 | $216.5K | 0.04% | +1,753 | New |
| Kelly Lawrence W & Associates Inc | 1,758 | $217.1K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,764 | $217.8K | 0.06% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $217.9K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,765 | $218.0K | 0.04% | +8+0.5% | Added |
| Spring Capital Management, LLC | 1,767 | $218.2K | 0.12% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,767 | $218.2K | 0.07% | +1,767 | New |
| Signature Estate & Investment Advisors LLC | 1,768 | $218.3K | 0.01% | −240−12.0% | Reduced |
| CSS LLC | 1,770 | $218.6K | 0.02% | −780−30.6% | Reduced |
| Hourglass Capital, LLC | 1,770 | $218.6K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,751 | $219.4K | 0.06% | +1,751 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,781 | $220.0K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,783 | $220.2K | 0.02% | +1,783 | New |
| Zullo Investment Group, Inc. | 1,784 | $220.2K | 0.09% | +10+0.6% | Added |
| Wealthcare Capital Partners, LLC | 1,784 | $220.3K | 0.11% | +1,784 | New |
| Viawealth, LLC | 1,791 | $221.2K | 0.14% | 00.0% | Unchanged |
| Old Port Advisors | 1,798 | $222.0K | 0.07% | −55−3.0% | Reduced |
| PUREfi Wealth, LLC | 1,803 | $222.6K | 0.22% | +1,803 | New |
| Accelerate Investment Advisors LLC | 1,809 | $223.4K | 0.19% | +1,809 | New |
| Lifeworks Advisors, LLC | 1,812 | $223.8K | 0.04% | +1,812 | New |
| Azimuth Capital Investment Management LLC | 1,813 | $223.9K | 0.01% | −124−6.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,814 | $224.0K | 0.05% | +15+0.8% | Added |
| Wolff Financial Management LLC | 1,815 | $224.0K | 0.06% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,817 | $224.4K | 0.06% | +15+0.8% | Added |
| Trueblood Wealth Management, LLC | 1,822 | $225.0K | 0.10% | +6+0.3% | Added |
| Werba Rubin Papier Wealth Management | 1,827 | $225.6K | 0.05% | −46−2.5% | Reduced |
| Independent Wealth Network Inc. | 1,829 | $225.8K | 0.09% | −108−5.6% | Reduced |
| Arbor Investment Advisors, LLC | 1,831 | $226.1K | 0.03% | +1,831 | New |
| Financial Advisors Network, Inc. | 1,831 | $226.2K | 0.04% | +1,831 | New |
| Wellington Shields & Co., LLC | 1,832 | $226.2K | 0.07% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 1,835 | $226.6K | 0.17% | +18+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,837 | $226.8K | 0.00% | +1,837 | New |
| Radnor Capital Management, LLC | 1,842 | $227.0K | 0.04% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,841 | $227.3K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,841 | $227.3K | 0.01% | +1,841 | New |
| Chicago Capital, LLC | 1,842 | $227.4K | 0.01% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,848 | $228.2K | 0.02% | +1,848 | New |
| CTC Alternative Strategies, Ltd. | 1,850 | $228.4K | 0.28% | +38+2.1% | Added |
| Quent Capital, LLC | 1,855 | $229.0K | 0.02% | −72−3.7% | Reduced |
| Evoke Wealth, LLC | 1,855 | $229.1K | 0.01% | +38+2.1% | Added |
| Waterloo Capital, L.P. | 1,857 | $229.2K | 0.02% | +1,857 | New |
| Pettyjohn, Wood & White, Inc | 1,863 | $230.0K | 0.04% | −226−10.8% | Reduced |
| Keating Investment Counselors Inc | 1,870 | $230.9K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,874 | $231.4K | 0.04% | +1+0.1% | Added |
| Columbia Asset Management | 1,878 | $231.9K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,881 | $232.3K | 0.02% | +227+13.7% | Added |
| Avestar Capital, LLC | 1,885 | $232.8K | 0.02% | −119−5.9% | Reduced |
| Vestor Capital, LLC | 1,885 | $233.0K | 0.02% | −331−14.9% | Reduced |
| Eastern Bank | 1,887 | $233.0K | 0.00% | −760−28.7% | Reduced |
| Argentarii, LLC | 1,887 | $233.0K | 0.12% | +44+2.4% | Added |
| Tranquility Partners, LLC | 1,891 | $233.5K | 0.09% | 00.0% | Unchanged |
| Forte Capital LLC | 1,891 | $233.5K | 0.03% | +1,891 | New |
| MidWestOne Financial Group, Inc. | 1,892 | $233.6K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,893 | $233.8K | 0.03% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,897 | $234.2K | 0.16% | −76−3.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,902 | $234.9K | 0.09% | 00.0% | Unchanged |
| Little House Capital LLC | 1,904 | $235.1K | 0.06% | +1,904 | New |
| Portside Wealth Group, LLC | 1,910 | $235.8K | 0.04% | +133+7.5% | Added |
| Optima Capital LLC | 1,910 | $235.9K | 0.15% | +18+1.0% | Added |
| Rehmann Capital Advisory Group | 1,910 | $236.0K | 0.01% | −5−0.3% | Reduced |
| AlphaCore Capital LLC | 1,916 | $236.6K | 0.02% | +1,916 | New |
| South Dakota Investment Council | 1,920 | $237.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1,926 | $237.8K | 0.09% | +90+4.9% | Added |
| Trillium Asset Management, LLC | 1,930 | $238.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,936 | $239.1K | 0.01% | −525−21.3% | Reduced |
| First Interstate Bank | 1,938 | $239.3K | 0.01% | −350−15.3% | Reduced |
| Argus Investors' Counsel, Inc. | 1,939 | $239.4K | 0.18% | −18−0.9% | Reduced |
| X-Square Capital, LLC | 1,945 | $240.0K | 0.10% | −1−0.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $240.2K | 0.09% | 00.0% | Unchanged |
| RDA Financial Network | 1,952 | $241.0K | 0.07% | −1,667−46.1% | Reduced |
| Abacus Planning Group, Inc. | 1,956 | $241.5K | 0.04% | +1,956 | New |
| Empower Advisory Group, LLC | 1,960 | $242.0K | 0.00% | −782−28.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,964 | $242.5K | 0.18% | +46+2.4% | Added |
| Sandy Cove Advisors, LLC | 1,964 | $242.5K | 0.10% | +131+7.1% | Added |
| Nicolet Bankshares Inc | 1,971 | $243.4K | 0.05% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $244.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,979 | $244.4K | 0.05% | +112+6.0% | Added |
| Delta Financial Group, Inc. | 1,938 | $245.0K | 0.06% | −41−2.1% | Reduced |
| Broderick Brian C | 1,990 | $245.7K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,990 | $245.7K | 0.04% | +214+12.0% | Added |
| Tarbox Family Office, Inc. | 1,991 | $245.8K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,992 | $246.0K | 0.05% | −142−6.7% | Reduced |
| Sharp Financial Services, LLC | 1,993 | $246.1K | 0.19% | −1,128−36.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,995 | $246.3K | 0.01% | +173+9.5% | Added |
| MV Capital Management, Inc. | 1,999 | $246.8K | 0.03% | +1,043+109.1% | Added |
| LeClair Wealth Partners LLC | 2,003 | $247.3K | 0.18% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,004 | $247.5K | 0.02% | +12+0.6% | Added |
| HHM Wealth Advisors, LLC | 2,006 | $247.7K | 0.03% | −9−0.4% | Reduced |
| Versant Capital Management, Inc | 2,008 | $247.9K | 0.04% | +672+50.3% | Added |
| ICONIQ Capital, LLC | 2,023 | $249.8K | 0.00% | +2,023 | New |
| KLCM Advisors, Inc. | 2,025 | $250.0K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,032 | $250.9K | 0.02% | +132+6.9% | Added |
| Cabot Wealth Management Inc | 2,035 | $251.3K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,038 | $251.7K | 0.02% | +2,038 | New |
| Acropolis Investment Management, LLC | 2,038 | $251.7K | 0.01% | −112−5.2% | Reduced |
| Defender Capital, LLC. | 2,036 | $251.8K | 0.10% | −40−1.9% | Reduced |
| Alta Advisers Ltd | 2,045 | $252.5K | 0.11% | +2,045 | New |