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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 3,134 | $387.0K | 0.10% | −300−8.7% | Reduced |
| Beaton Management Co. Inc. | 3,131 | $387.0K | 0.20% | +3,131 | New |
| CoreFirst Bank & Trust | 3,148 | $388.7K | 0.25% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,158 | $389.9K | 0.12% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,184 | $393.2K | 0.16% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,186 | $393.4K | 0.03% | −1,492−31.9% | Reduced |
| Old North State Trust, LLC | 3,454 | $394.0K | 0.25% | 00.0% | Unchanged |
| LCNB Corp | 3,194 | $394.4K | 0.15% | −78−2.4% | Reduced |
| Rossmore Private Capital | 3,194 | $394.4K | 0.05% | −10−0.3% | Reduced |
| Elm3 Financial Group, LLC | 3,196 | $394.7K | 0.35% | −1,685−34.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,202 | $395.0K | 0.01% | −20−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,202 | $395.4K | 0.10% | +156+5.1% | Added |
| Univest Financial Corp | 3,205 | $395.8K | 0.03% | +4+0.1% | Added |
| Measured Risk Portfolios, Inc. | 3,215 | $396.9K | 0.43% | −110−3.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,217 | $397.2K | 0.02% | −83−2.5% | Reduced |
| Scotia Capital Inc. | 3,245 | $400.7K | 0.00% | −430−11.7% | Reduced |
| Riverbend Wealth Management, LLC | 3,246 | $400.8K | 0.36% | +108+3.4% | Added |
| Strategy Asset Managers LLC | 3,246 | $400.8K | 0.08% | −2,129−39.6% | Reduced |
| Athena Investment Management | 3,249 | $401.2K | 0.24% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,250 | $401.3K | 0.38% | −15−0.5% | Reduced |
| Perigon Wealth Management, LLC | 3,252 | $401.5K | 0.01% | −139−4.1% | Reduced |
| Longfellow Investment Management Co LLC | 3,262 | $402.8K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,269 | $403.7K | 0.09% | +1,123+52.3% | Added |
| Ambassador Advisors, LLC | 3,288 | $406.1K | 0.07% | +10.0% | Added |
| Blue Edge Capital, LLC | 3,290 | $406.2K | 0.07% | +4+0.1% | Added |
| Roundview Capital LLC | 3,300 | $407.5K | 0.03% | −340−9.3% | Reduced |
| Smartleaf Asset Management LLC | 3,346 | $407.5K | 0.04% | −98−2.8% | Reduced |
| Allen Investment Management LLC | 3,318 | $409.7K | 0.00% | 00.0% | Unchanged |
| Perpetual Ltd | 3,330 | $411.2K | 0.00% | +52+1.6% | Added |
| LexAurum Advisors, LLC | 3,338 | $412.2K | 0.08% | −10.0% | Reduced |
| Wedgewood Investors Inc | 3,350 | $413.7K | 0.49% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,356 | $414.4K | 0.07% | +7+0.2% | Added |
| Excalibur Management Corp | 3,357 | $414.5K | 0.16% | −20−0.6% | Reduced |
| MTM Investment Management, LLC | 3,337 | $415.0K | 0.16% | −30−0.9% | Reduced |
| Spire Wealth Management | 3,367 | $415.8K | 0.01% | +505+17.6% | Added |
| Robertson Stephens Wealth Management, LLC | 3,376 | $416.9K | 0.02% | −516−13.3% | Reduced |
| Courier Capital LLC | 3,381 | $417.5K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,386 | $418.1K | 0.01% | +787+30.3% | Added |
| Tanager Wealth Management LLP | 3,388 | $418.4K | 0.05% | +100+3.0% | Added |
| Dearborn Partners LLC | 3,392 | $418.8K | 0.02% | −3,277−49.1% | Reduced |
| Clifford Group, LLC | 3,395 | $419.2K | 0.39% | −640−15.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,400 | $419.9K | 0.06% | −32−0.9% | Reduced |
| Uniting Wealth Partners, LLC | 3,404 | $420.3K | 0.21% | +5+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,413 | $421.5K | 0.04% | −198−5.5% | Reduced |
| Hanson & Doremus Investment Management | 3,420 | $422.0K | 0.06% | −140−3.9% | Reduced |
| PDS Planning, Inc | 3,421 | $422.5K | 0.04% | +338+11.0% | Added |
| Corbyn Investment Management Inc | 3,441 | $424.9K | 0.16% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,450 | $426.0K | 0.03% | −15−0.4% | Reduced |
| Uncommon Cents Investing LLC | 3,451 | $426.1K | 0.12% | −141−3.9% | Reduced |
| Independence Bank of Kentucky | 3,451 | $426.1K | 0.07% | +137+4.1% | Added |
| MSH Capital Advisors LLC | 3,456 | $426.7K | 0.13% | +101+3.0% | Added |
| Welch Group, LLC | 3,506 | $426.9K | 0.02% | +12+0.3% | Added |
| Chesapeake Asset Management LLC | 3,466 | $428.0K | 0.41% | +139+4.2% | Added |
| Lindbrook Capital, LLC | 3,478 | $429.5K | 0.04% | +178+5.4% | Added |
| Wealth Alliance | 3,506 | $433.0K | 0.05% | +453+14.8% | Added |
| Parkside Financial Bank & Trust | 3,519 | $434.5K | 0.06% | +1,135+47.6% | Added |
| Biltmore Wealth Management, LLC | 3,528 | $435.7K | 0.18% | −62−1.7% | Reduced |
| First Horizon Advisors, Inc. | 3,535 | $436.6K | 0.01% | +561+18.9% | Added |
| Harbor Advisors LLC | 3,541 | $437.2K | 0.08% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,548 | $438.1K | 0.26% | +10.0% | Added |
| Fulton Bank, N.A. | 3,566 | $440.3K | 0.02% | −1,226−25.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,571 | $440.9K | 0.01% | +18+0.5% | Added |
| Nwam LLC | 3,588 | $443.1K | 0.04% | −288−7.4% | Reduced |
| Ballentine Partners, LLC | 3,592 | $443.5K | 0.01% | +552+18.2% | Added |
| Winton Group Ltd | 3,599 | $444.4K | 0.03% | +3,599 | New |
| BKD Wealth Advisors, LLC | 3,609 | $445.6K | 0.01% | +37+1.0% | Added |
| Corps Capital Advisors, LLC | 3,612 | $446.0K | 0.47% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,614 | $446.2K | 0.03% | −415−10.3% | Reduced |
| Portman Square Capital LLP | 3,638 | $449.2K | 0.06% | +3,638 | New |
| Hills Bank & Trust Co | 3,643 | $449.8K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,644 | $450.0K | 0.01% | +31+0.9% | Added |
| CX Institutional | 3,642 | $450.0K | 0.02% | +469+14.8% | Added |
| Pallas Capital Advisors LLC | 3,666 | $452.6K | 0.02% | +1,419+63.2% | Added |
| Paragon Capital Management Ltd | 3,666 | $452.7K | 0.09% | +795+27.7% | Added |
| Savvy Advisors, Inc. | 3,673 | $453.5K | 0.05% | +10+0.3% | Added |
| Weaver Consulting Group | 3,677 | $454.0K | 0.14% | −35−0.9% | Reduced |
| Generali Investments, Management Co LLC | 3,678 | $454.2K | 0.13% | −784−17.6% | Reduced |
| Drive Wealth Management, LLC | 3,686 | $455.1K | 0.11% | −3,471−48.5% | Reduced |
| Schnieders Capital Management LLC | 3,713 | $458.5K | 0.10% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,720 | $459.3K | 0.10% | −300−7.5% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $460.0K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,735 | $461.2K | 0.04% | +457+13.9% | Added |
| Whalerock Point Partners, LLC | 3,740 | $461.8K | 0.11% | +250+7.2% | Added |
| Graypoint LLC | 3,742 | $462.1K | 0.03% | +139+3.9% | Added |
| Conning Inc. | 3,745 | $462.4K | 0.02% | −93−2.4% | Reduced |
| Lincoln Capital LLC | 4,608 | $464.9K | 0.10% | −233−4.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,767 | $465.2K | 0.04% | −404−9.7% | Reduced |
| Creekmur Asset Management LLC | 3,773 | $465.9K | 0.10% | −2,886−43.3% | Reduced |
| Moody National Bank Trust Division | 3,775 | $466.1K | 0.05% | +710+23.2% | Added |
| Everpar Advisors LLC | 3,786 | $467.5K | 0.25% | −219−5.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,788 | $467.7K | 0.02% | −11−0.3% | Reduced |
| Aaron Wealth Advisors | 3,788 | $467.7K | 0.05% | +153+4.2% | Added |
| Foster & Motley Inc | 3,792 | $468.0K | 0.03% | +49+1.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,539 | $468.1K | 0.20% | −292−6.0% | Reduced |
| Strategies Wealth Advisors, LLC | 3,792 | $468.2K | 0.06% | +3,792 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,793 | $468.4K | 0.04% | −23−0.6% | Reduced |
| Chicago Trust Co NA | 3,808 | $470.2K | 0.08% | +1,225+47.4% | Added |
| Atlas Capital Advisors LLC | 3,820 | $471.7K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,822 | $471.9K | 0.03% | −2,030−34.7% | Reduced |
| Three Seasons Wealth, LLC | 3,826 | $472.4K | 0.23% | 00.0% | Unchanged |