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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 2,047 | $252.7K | 0.07% | −9−0.4% | Reduced |
| Los Angeles Capital Management LLC | 2,050 | $253.1K | 0.00% | −95−4.4% | Reduced |
| First Financial Bankshares Inc | 2,055 | $253.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,056 | $253.8K | 0.02% | −266−11.5% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $254.4K | 0.22% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,074 | $256.1K | 0.03% | +74+3.7% | Added |
| Alan B. Lancz & Associates, Inc. | 2,082 | $257.1K | 0.27% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,085 | $257.5K | 0.15% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,087 | $257.7K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,091 | $258.1K | 0.03% | +90+4.5% | Added |
| Anchor Investment Management, LLC | 2,094 | $258.6K | 0.02% | 00.0% | Unchanged |
| Moller Financial Services | 2,096 | $258.8K | 0.06% | −312−13.0% | Reduced |
| HBW Advisory Services LLC | 2,100 | $259.3K | 0.04% | −73−3.4% | Reduced |
| Chiron Capital Management, LLC | 2,105 | $259.9K | 0.24% | +100+5.0% | Added |
| Douglas Lane & Associates, LLC | 2,106 | $260.0K | 0.00% | −25−1.2% | Reduced |
| Close Asset Management Ltd | 2,110 | $261.0K | 0.01% | −825−28.1% | Reduced |
| Schechter Investment Advisors, LLC | 2,114 | $261.0K | 0.02% | −1,471−41.0% | Reduced |
| Nemes Rush Group LLC | 2,114 | $261.1K | 0.03% | +10+0.5% | Added |
| Naples Global Advisors, LLC | 2,115 | $261.2K | 0.02% | +2+0.1% | Added |
| Orleans Capital Management Corp | 2,117 | $261.4K | 0.15% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,284 | $261.8K | 0.01% | +2,284 | New |
| Weik Capital Management | 2,120 | $261.8K | 0.11% | −150−6.6% | Reduced |
| CWA Asset Management Group, LLC | 2,124 | $262.3K | 0.01% | −1,784−45.6% | Reduced |
| Asset Dedication, LLC | 2,126 | $262.5K | 0.02% | +94+4.6% | Added |
| SPC Financial, Inc. | 2,135 | $263.6K | 0.02% | −59−2.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,137 | $263.9K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 2,141 | $264.4K | 0.02% | −124−5.5% | Reduced |
| Integrity Alliance, LLC. | 2,178 | $268.9K | 0.01% | +2,178 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $270.7K | 0.11% | −205−8.6% | Reduced |
| Eisler Capital Management Ltd. | 2,196 | $271.1K | 0.01% | −35,973−94.2% | Reduced |
| Red Door Wealth Management, LLC | 2,196 | $271.2K | 0.04% | −83−3.6% | Reduced |
| Leisure Capital Management | 2,198 | $271.4K | 0.11% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,216 | $273.6K | 0.33% | −1,974−47.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $274.4K | 0.10% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,225 | $274.7K | 0.03% | −275−11.0% | Reduced |
| Moloney Securities Asset Management, LLC | 2,225 | $274.8K | 0.04% | −226−9.2% | Reduced |
| North Star Asset Management Inc | 2,233 | $275.7K | 0.01% | +236+11.8% | Added |
| Forza Wealth Management, LLC | 2,235 | $276.0K | 0.12% | +50+2.3% | Added |
| Capital Analysts, LLC | 2,236 | $276.0K | 0.01% | +186+9.1% | Added |
| Diversified Enterprises, LLC | 2,246 | $277.3K | 0.02% | +333+17.4% | Added |
| Measured Wealth Private Client Group, LLC | 2,248 | $277.5K | 0.09% | −103−4.4% | Reduced |
| BKM Wealth Management, LLC | 2,252 | $278.1K | 0.11% | −1,221−35.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,256 | $278.5K | 0.01% | +226+11.1% | Added |
| Purkiss Capital Advisors LLC | 2,258 | $278.8K | 0.21% | +218+10.7% | Added |
| First Financial Bank - Trust Division | 2,268 | $280.1K | 0.03% | +68+3.1% | Added |
| Flywheel Private Wealth LLC | 2,273 | $280.7K | 0.26% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,273 | $280.7K | 0.05% | +3+0.1% | Added |
| Monetary Management Group Inc | 2,280 | $281.5K | 0.08% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $281.5K | 0.34% | +2,280 | New |
| Chelsea Counsel Co | 2,285 | $282.2K | 0.15% | −4,300−65.3% | Reduced |
| Duncan Williams Asset Management, LLC | 2,287 | $282.4K | 0.10% | −35−1.5% | Reduced |
| Soltis Investment Advisors LLC | 2,290 | $282.7K | 0.03% | −1,166−33.7% | Reduced |
| VestGen Advisors, LLC | 2,298 | $283.8K | 0.01% | +2,298 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,300 | $284.1K | 0.16% | +1,018+79.4% | Added |
| Polymer Capital Management (US) LLC | 2,301 | $284.1K | 0.09% | +2,301 | New |
| Uhlmann Price Securities, LLC | 2,302 | $284.2K | 0.21% | +2,302 | New |
| Cadent Capital Advisors, LLC | 2,303 | $284.4K | 0.11% | −69−2.9% | Reduced |
| Principal Street Partners, LLC | 2,304 | $284.5K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,309 | $285.1K | 0.02% | +547+31.0% | Added |
| TFG Advisers LLC | 2,309 | $285.1K | 0.10% | −120−4.9% | Reduced |
| Ocean Capital Management, LLC | 2,311 | $285.3K | 0.07% | −214−8.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,314 | $285.7K | 0.02% | −1,738−42.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,318 | $286.2K | 0.10% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,320 | $286.5K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,326 | $287.2K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,330 | $287.7K | 0.03% | −49−2.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,333 | $288.0K | 0.15% | +140+6.4% | Added |
| ProVise Management Group, LLC | 2,333 | $288.0K | 0.02% | +235+11.2% | Added |
| Jacobs & Co | 2,346 | $289.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,337 | $289.0K | 0.02% | +815+53.5% | Added |
| Disciplined Investors, L.L.C. | 2,345 | $289.5K | 0.26% | −103−4.2% | Reduced |
| Ritholtz Wealth Management | 2,348 | $289.9K | 0.01% | +2,348 | New |
| Beaumont Financial Advisors, LLC | 2,351 | $290.3K | 0.02% | +38+1.6% | Added |
| Denver Wealth Management, Inc. | 2,351 | $290.4K | 0.13% | −33−1.4% | Reduced |
| Marietta Investment Partners LLC | 2,360 | $291.4K | 0.07% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,394 | $291.5K | 0.03% | +259+12.1% | Added |
| Evergreen Wealth Solutions, LLC | 2,362 | $291.7K | 0.20% | +2,362 | New |
| Cross Staff Investments Inc | 2,363 | $291.8K | 0.22% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,365 | $292.0K | 0.03% | +419+21.5% | Added |
| Thomasville National Bank | 2,369 | $292.5K | 0.02% | +265+12.6% | Added |
| Callahan Advisors, LLC | 2,371 | $292.8K | 0.03% | −604−20.3% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $293.6K | 0.06% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,384 | $294.4K | 0.23% | +61+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $295.9K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $296.4K | 0.07% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,407 | $297.3K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,409 | $297.5K | 0.01% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 2,410 | $297.6K | 0.16% | +22+0.9% | Added |
| Good Life Advisors, LLC | 2,422 | $299.0K | 0.02% | −896−27.0% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $299.9K | 0.12% | 00.0% | Unchanged |
| Quilter Plc | 2,430 | $300.1K | 0.01% | −63−2.5% | Reduced |
| Greenfield Savings Bank | 2,433 | $300.4K | 0.15% | 00.0% | Unchanged |
| Manske Wealth Management | 2,434 | $300.6K | 0.11% | +14+0.6% | Added |
| Fulcrum Equity Management | 2,439 | $301.2K | 0.33% | +149+6.5% | Added |
| Pinnacle Bancorp, Inc. | 2,444 | $301.8K | 0.10% | −91−3.6% | Reduced |
| Teamwork Financial Advisors, LLC | 2,457 | $303.4K | 0.04% | −1,262−33.9% | Reduced |
| Northcape Wealth Management, LLC | 2,460 | $303.8K | 0.10% | 00.0% | Unchanged |
| Port Capital LLC | 2,464 | $304.0K | 0.01% | −17−0.7% | Reduced |
| Howard Capital Management Inc. | 2,462 | $304.0K | 0.01% | −381−13.4% | Reduced |
| CFO4Life Group, LLC | 2,462 | $304.1K | 0.05% | +25+1.0% | Added |