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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 3,831 | $473.0K | 0.05% | +32+0.8% | Added |
| Riverwater Partners LLC | 3,831 | $473.0K | 0.24% | +92+2.5% | Added |
| Spinnaker Trust | 3,838 | $473.9K | 0.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,837 | $474.0K | 0.01% | −144−3.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,840 | $474.2K | 0.22% | +3,840 | New |
| Roof Eidam & Maycock | 3,843 | $474.5K | 0.13% | −129−3.2% | Reduced |
| Argyle Capital Partners, LLC | 3,847 | $475.0K | 0.41% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,850 | $475.4K | 0.07% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,863 | $477.0K | 0.39% | −437−10.2% | Reduced |
| Gratus Wealth Advisors, LLC | 3,868 | $477.6K | 0.08% | +1,091+39.3% | Added |
| Southland Equity Partners LLC | 3,869 | $477.8K | 0.11% | +51+1.3% | Added |
| Advisor OS, LLC | 3,869 | $477.8K | 0.05% | −86−2.2% | Reduced |
| Princeton Global Asset Management LLC | 3,877 | $478.7K | 0.10% | +4+0.1% | Added |
| Field & Main Bank | 3,878 | $478.8K | 0.17% | −10−0.3% | Reduced |
| Harbour Investments, Inc. | 3,889 | $480.3K | 0.01% | +229+6.3% | Added |
| Keel Point, LLC | 3,899 | $481.4K | 0.04% | +476+13.9% | Added |
| Syntegra Private Wealth Group, LLC | 3,938 | $486.3K | 0.06% | +66+1.7% | Added |
| Gryphon Financial Partners LLC | 3,940 | $486.5K | 0.07% | +54+1.4% | Added |
| Leonteq Securities AG | 3,949 | $489.8K | 0.04% | −1,684−29.9% | Reduced |
| Kuhn & Co Investment Counsel | 3,968 | $490.0K | 0.41% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $493.9K | 7.30% | −2,000−33.3% | Reduced |
| Payden & Rygel | 4,000 | $494.0K | 0.04% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 4,022 | $496.6K | 0.18% | +4,022 | New |
| WESPAC Advisors, LLC | 4,027 | $497.3K | 0.41% | −158−3.8% | Reduced |
| 1248 Management, LLC | 4,046 | $499.6K | 0.21% | +536+15.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,051 | $500.2K | 0.01% | +386+10.5% | Added |
| Modern Wealth Management, LLC | 4,052 | $500.4K | 0.02% | +1,071+35.9% | Added |
| Venturi Wealth Management, LLC | 4,058 | $501.1K | 0.03% | +75+1.9% | Added |
| Roberts Glore & Co Inc | 4,062 | $501.6K | 0.15% | −75−1.8% | Reduced |
| Nilsine Partners, LLC | 4,064 | $501.9K | 0.06% | +5+0.1% | Added |
| Smart Portfolios, LLC | 4,065 | $501.9K | 0.55% | −5−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 4,069 | $502.4K | 0.04% | +805+24.7% | Added |
| Campion Asset Management LLC | 4,072 | $502.8K | 0.39% | −65−1.6% | Reduced |
| Peoples Financial Services Corp. | 4,075 | $503.2K | 0.24% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 4,077 | $503.4K | 0.52% | −1,953−32.4% | Reduced |
| Burford Brothers, Inc. | 4,103 | $506.6K | 0.25% | −19−0.5% | Reduced |
| Estabrook Capital Management | 4,109 | $507.4K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4,120 | $508.7K | 0.03% | +4,120 | New |
| Advisor Resource Council | 4,121 | $508.9K | 0.04% | +4,121 | New |
| Cigna Investments Inc | 4,129 | $510.0K | 0.10% | −185−4.3% | Reduced |
| Sagespring Wealth Partners, LLC | 4,132 | $510.2K | 0.01% | +1,572+61.4% | Added |
| SAM Advisors, LLC | 4,136 | $510.7K | 0.19% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,144 | $511.7K | 0.04% | −10.0% | Reduced |
| West Paces Advisors Inc. | 4,160 | $513.7K | 0.12% | −81−1.9% | Reduced |
| Johnson & White Wealth Management, LLC | 4,234 | $523.0K | 0.29% | +54+1.3% | Added |
| Stevens Capital Management LP | 4,241 | $524.0K | 0.13% | −3,533−45.4% | Reduced |
| Everhart Financial Group, Inc. | 4,251 | $524.9K | 0.07% | +628+17.3% | Added |
| J. Safra Sarasin Holding AG | 4,259 | $525.9K | 0.01% | −17,020−80.0% | Reduced |
| Western Wealth Management, LLC | 4,259 | $525.9K | 0.03% | −10,433−71.0% | Reduced |
| Trustmark National Bank Trust Department | 4,264 | $526.5K | 0.04% | −485−10.2% | Reduced |
| 49 Wealth Management, LLC | 4,271 | $527.3K | 0.06% | +11+0.3% | Added |
| Gsa Capital Partners LLP | 4,295 | $530.0K | 0.05% | +4,295 | New |
| Belpointe Asset Management LLC | 4,292 | $530.1K | 0.03% | −865−16.8% | Reduced |
| Angeles Wealth Management, LLC | 4,294 | $530.2K | 0.04% | +59+1.4% | Added |
| Modera Wealth Management, LLC | 4,307 | $531.9K | 0.01% | −77−1.8% | Reduced |
| Old Point Trust & Financial Services N A | 4,309 | $532.1K | 0.19% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 4,372 | $532.3K | 0.01% | +1,314+43.0% | Added |
| Capital Investment Advisors, LLC | 4,314 | $532.7K | 0.01% | +169+4.1% | Added |
| WP Advisors, LLC | 4,323 | $533.8K | 0.18% | +41+1.0% | Added |
| Change Path, LLC | 4,325 | $534.1K | 0.02% | +328+8.2% | Added |
| Means Investment Co., Inc. | 4,333 | $535.0K | 0.06% | −318−6.8% | Reduced |
| Trust Co of Vermont | 4,360 | $538.4K | 0.03% | −420−8.8% | Reduced |
| Empire Financial Management Company, LLC | 4,366 | $539.2K | 0.17% | +795+22.3% | Added |
| Csenge Advisory Group | 5,457 | $540.7K | 0.03% | −5,363−49.6% | Reduced |
| FineMark National Bank & Trust | 4,381 | $541.0K | 0.02% | −2,033−31.7% | Reduced |
| Patron Partners Advisors, LLC | 4,392 | $542.3K | 0.29% | −19−0.4% | Reduced |
| GW Henssler & Associates Ltd | 4,406 | $544.1K | 0.03% | −6,143−58.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 4,412 | $544.8K | 0.01% | −9,746−68.8% | Reduced |
| Focus Financial Network, Inc. | 4,417 | $545.4K | 0.02% | −157−3.4% | Reduced |
| Richwood Investment Advisors, LLC | 4,425 | $546.4K | 0.46% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 4,427 | $546.6K | 0.01% | −63−1.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $547.0K | 0.21% | 00.0% | Unchanged |
| NVWM, LLC | 4,445 | $548.9K | 0.15% | +75+1.7% | Added |
| Net Worth Advisory Group | 4,454 | $550.0K | 0.17% | +27+0.6% | Added |
| Autumn Glory Partners, LLC | 4,491 | $554.5K | 0.28% | −199−4.2% | Reduced |
| Frank, Rimerman Advisors LLC | 4,501 | $555.8K | 0.04% | +699+18.4% | Added |
| Connecticut Wealth Management, LLC | 4,535 | $560.0K | 0.03% | −26−0.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,337 | $562.5K | 0.10% | −10,314−70.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,560 | $563.1K | 0.00% | +645+16.5% | Added |
| Panagora Asset Management Inc | 4,591 | $566.9K | 0.00% | +1,855+67.8% | Added |
| KCM Investment Advisors LLC | 4,602 | $568.2K | 0.02% | −125−2.6% | Reduced |
| Geneos Wealth Management Inc. | 4,609 | $569.2K | 0.02% | +234+5.3% | Added |
| Islay Capital Management, LLC | 4,635 | $572.3K | 0.39% | −300−6.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 22,427 | $572.3K | 0.07% | +14,937+199.4% | Added |
| LVM Capital Management Ltd | 4,645 | $574.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,653 | $574.6K | 0.08% | −1,976−29.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,635 | $576.4K | 0.05% | +402+9.5% | Added |
| Evergreen Capital Management LLC | 4,674 | $577.1K | 0.02% | +443+10.5% | Added |
| Davis Investment Partners, LLC | 5,914 | $578.5K | 0.26% | +5,914 | New |
| Parallax Volatility Advisers, L.P. | 4,717 | $582.5K | 0.02% | +4,717 | New |
| Ameritas Advisory Services, LLC | 4,987 | $583.8K | 0.02% | +4+0.1% | Added |
| CFS Investment Advisory Services, LLC | 4,740 | $585.0K | 0.05% | −145−3.0% | Reduced |
| Charter Trust Co | 4,774 | $589.5K | 0.04% | −264−5.2% | Reduced |
| Investors Research Corp | 4,776 | $589.7K | 0.13% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,811 | $594.1K | 0.01% | −183−3.7% | Reduced |
| Moment Partners, LLC | 4,812 | $594.2K | 0.12% | −29−0.6% | Reduced |
| Ci Investments Inc. | 4,834 | $597.0K | 0.00% | +99+2.1% | Added |
| S.A. Mason LLC | 4,839 | $597.5K | 0.32% | +260+5.7% | Added |
| Pitcairn Co | 4,854 | $599.4K | 0.04% | +625+14.8% | Added |
| Financial Advisory Service, Inc. | 4,857 | $599.7K | 0.05% | +32+0.7% | Added |