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 |
|---|---|---|---|---|---|
| Goodman Financial Corp | 2,466 | $304.5K | 0.07% | −67−2.6% | Reduced |
| BancorpSouth Bank | 2,470 | $305.0K | 0.02% | −164−6.2% | Reduced |
| Saxon Interests, Inc. | 2,471 | $305.1K | 0.14% | −349−12.4% | Reduced |
| MBB Public Markets I LLC | 2,471 | $305.1K | 0.04% | +2,471 | New |
| Powers Advisory Group, LLC | 2,480 | $306.2K | 0.15% | −199−7.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,486 | $307.0K | 0.03% | −198−7.4% | Reduced |
| LBMC Investment Advisors, LLC | 2,488 | $307.2K | 0.02% | +103+4.3% | Added |
| Pflug Koory, LLC | 2,496 | $308.3K | 0.17% | −160−6.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,497 | $308.3K | 0.08% | +2,497 | New |
| Gables Capital Management Inc. | 2,502 | $308.9K | 0.15% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,516 | $310.7K | 0.23% | +2,516 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $311.8K | 0.04% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,539 | $313.5K | 0.21% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,568 | $317.1K | 0.10% | +2,568 | New |
| Capital Advantage, Inc. | 2,783 | $317.1K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,570 | $317.3K | 0.02% | +199+8.4% | Added |
| Sage Mountain Advisors LLC | 2,570 | $317.4K | 0.02% | +90+3.6% | Added |
| Mosaic Family Wealth Partners, LLC | 2,596 | $320.6K | 0.05% | −9−0.3% | Reduced |
| Flputnam Investment Management Co | 2,600 | $321.0K | 0.01% | −2,263−46.5% | Reduced |
| Dodge & Cox | 2,600 | $321.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $321.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,600 | $321.0K | 0.08% | +236+10.0% | Added |
| Investors Asset Management of Georgia Inc | 2,602 | $321.3K | 0.16% | −100−3.7% | Reduced |
| Seamount Financial Group Inc | 2,602 | $321.3K | 0.22% | +250+10.6% | Added |
| Covenant Partners, LLC | 2,602 | $321.3K | 0.10% | +2,602 | New |
| Hazlett, Burt & Watson, Inc. | 2,611 | $322.0K | 0.14% | −108−4.0% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,608 | $322.0K | 0.12% | −300−10.3% | Reduced |
| Canal Capital Management, LLC | 2,616 | $323.1K | 0.05% | +24+0.9% | Added |
| Laurel Wealth Advisors LLC | 2,618 | $323.3K | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,051 | $323.4K | 0.02% | +170+5.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $323.9K | 0.08% | 00.0% | Unchanged |
| Compass Capital Corp | 2,635 | $325.8K | 0.17% | −92−3.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,643 | $326.4K | 0.04% | −20−0.8% | Reduced |
| Bell Bank | 2,644 | $326.5K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,648 | $327.0K | 0.22% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 3,155 | $328.0K | 0.03% | +88+2.9% | Added |
| Clarius Group, LLC | 2,663 | $328.8K | 0.02% | −218−7.6% | Reduced |
| Plan A Wealth LLC | 2,665 | $329.1K | 0.26% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,672 | $329.9K | 0.14% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,679 | $330.8K | 0.20% | +20+0.8% | Added |
| Dividend Assets Capital, LLC | 2,704 | $333.9K | 0.06% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,706 | $334.1K | 0.07% | +245+10.0% | Added |
| Atlas Legacy Advisors, LLC | 2,707 | $334.3K | 0.08% | −1,950−41.9% | Reduced |
| HCR Wealth Advisors | 2,708 | $334.4K | 0.04% | +104+4.0% | Added |
| GWN Securities Inc. | 2,692 | $335.2K | 0.02% | −3,999−59.8% | Reduced |
| RMB Capital Management, LLC | 2,717 | $335.5K | 0.01% | +2,717 | New |
| McDaniel Terry & Co | 2,730 | $337.0K | 0.03% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,731 | $337.2K | 0.13% | −290−9.6% | Reduced |
| Summit Global Investments | 2,755 | $340.0K | 0.02% | −32−1.1% | Reduced |
| Liberty Capital Management, Inc. | 2,772 | $342.3K | 0.08% | +154+5.9% | Added |
| Shufro Rose & Co LLC | 2,775 | $342.7K | 0.03% | +726+35.4% | Added |
| AGH Wealth Advisors, LLC | 2,781 | $343.4K | 0.33% | −10.0% | Reduced |
| Stockman Wealth Management, Inc. | 2,788 | $344.3K | 0.05% | +50+1.8% | Added |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,800 | $345.7K | 0.02% | −42−1.5% | Reduced |
| B&L Asset Management LLC | 2,826 | $349.0K | 0.23% | +280+11.0% | Added |
| Stiles Financial Services Inc | 2,867 | $354.0K | 0.14% | +13+0.5% | Added |
| Rossby Financial, LCC | 3,407 | $354.2K | 0.15% | +67+2.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,876 | $355.1K | 0.02% | +20+0.7% | Added |
| Intrinsic Value Partners, LLC | 2,886 | $356.4K | 0.35% | −63−2.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,891 | $357.0K | 0.13% | −7,867−73.1% | Reduced |
| Persium Advisors, LLC | 2,902 | $358.3K | 0.34% | −100−3.3% | Reduced |
| Advisory Alpha, LLC | 2,907 | $358.9K | 0.01% | +13+0.4% | Added |
| Brookwood Investment Group LLC | 2,909 | $359.2K | 0.06% | +2,909 | New |
| Legacy Private Trust Co. | 2,912 | $359.6K | 0.02% | +100+3.6% | Added |
| Post Resch Tallon Group Inc. | 2,939 | $361.0K | 0.37% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,186 | $363.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,950 | $364.0K | 0.03% | −101−3.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,956 | $365.0K | 0.06% | −27−0.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $365.3K | 0.27% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,961 | $365.6K | 0.03% | +12+0.4% | Added |
| PFG Advisors | 2,962 | $365.8K | 0.02% | +586+24.7% | Added |
| Stratos Wealth Advisors, LLC | 2,963 | $365.9K | 0.02% | +26+0.9% | Added |
| Verity Asset Management, Inc. | 2,972 | $367.0K | 0.15% | 00.0% | Unchanged |
| Aries Wealth Management | 2,973 | $367.1K | 0.10% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,975 | $367.4K | 0.10% | −42−1.4% | Reduced |
| Plimoth Trust Co LLC | 2,976 | $367.5K | 0.10% | +450+17.8% | Added |
| Ballew Advisors, Inc | 3,775 | $367.6K | 0.25% | −28−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $368.7K | 0.00% | +300+9.1% | Added |
| Kanawha Capital Management LLC | 2,995 | $369.8K | 0.03% | +228+8.2% | Added |
| Cito Capital Group, LLC | 3,000 | $370.0K | 0.14% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,999 | $370.4K | 0.04% | +70+2.4% | Added |
| Simplicity Wealth,LLC | 3,013 | $372.1K | 0.03% | +3,013 | New |
| Van Strum & Towne Inc. | 3,031 | $374.3K | 0.13% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,046 | $376.1K | 0.03% | −259−7.8% | Reduced |
| Davidson Trust Co | 3,063 | $378.2K | 0.18% | +27+0.9% | Added |
| GHP Investment Advisors, Inc. | 3,073 | $379.5K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 3,073 | $379.5K | 0.00% | +49+1.6% | Added |
| Vectors Research Management, LLC | 3,081 | $380.4K | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,601 | $380.9K | 0.03% | +214+6.3% | Added |
| Callan Capital, LLC | 3,085 | $380.9K | 0.03% | +38+1.2% | Added |
| Granite Group Advisors, LLC | 3,087 | $381.2K | 0.26% | 00.0% | Unchanged |
| Plancorp, LLC | 3,093 | $382.0K | 0.02% | −99−3.1% | Reduced |
| West Tower Group, LLC | 3,100 | $382.8K | 1.01% | −700−18.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $382.8K | 0.01% | +3,100 | New |
| Whittier Trust Co | 3,107 | $383.6K | 0.01% | −93−2.9% | Reduced |
| Waldron Private Wealth LLC | 3,108 | $383.8K | 0.02% | −1,624−34.3% | Reduced |
| Berger Financial Group, Inc | 3,122 | $385.5K | 0.03% | −36,794−92.2% | Reduced |
| Western Pacific Wealth Management, LP | 3,125 | $385.9K | 0.35% | +490+18.6% | Added |
| Reuter James Wealth Management, LLC | 3,131 | $386.7K | 0.07% | −18−0.6% | Reduced |