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 |
|---|---|---|---|---|---|
| Moment Partners, LLC | 4,812 | $594.2K | 0.12% | −29−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 4,811 | $594.1K | 0.01% | −183−3.7% | Reduced |
| Investors Research Corp | 4,776 | $589.7K | 0.13% | 00.0% | Unchanged |
| Charter Trust Co | 4,774 | $589.5K | 0.04% | −264−5.2% | Reduced |
| CFS Investment Advisory Services, LLC | 4,740 | $585.0K | 0.05% | −145−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 4,987 | $583.8K | 0.02% | +4+0.1% | Added |
| Parallax Volatility Advisers, L.P. | 4,717 | $582.5K | 0.02% | +4,717 | New |
| Davis Investment Partners, LLC | 5,914 | $578.5K | 0.26% | +5,914 | New |
| Evergreen Capital Management LLC | 4,674 | $577.1K | 0.02% | +443+10.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,635 | $576.4K | 0.05% | +402+9.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,653 | $574.6K | 0.08% | −1,976−29.8% | Reduced |
| LVM Capital Management Ltd | 4,645 | $574.0K | 0.06% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 22,427 | $572.3K | 0.07% | +14,937+199.4% | Added |
| Islay Capital Management, LLC | 4,635 | $572.3K | 0.39% | −300−6.1% | Reduced |
| Geneos Wealth Management Inc. | 4,609 | $569.2K | 0.02% | +234+5.3% | Added |
| KCM Investment Advisors LLC | 4,602 | $568.2K | 0.02% | −125−2.6% | Reduced |
| Panagora Asset Management Inc | 4,591 | $566.9K | 0.00% | +1,855+67.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,560 | $563.1K | 0.00% | +645+16.5% | Added |
| Aster Capital Management (DIFC) Ltd | 4,337 | $562.5K | 0.10% | −10,314−70.4% | Reduced |
| Connecticut Wealth Management, LLC | 4,535 | $560.0K | 0.03% | −26−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 4,501 | $555.8K | 0.04% | +699+18.4% | Added |
| Autumn Glory Partners, LLC | 4,491 | $554.5K | 0.28% | −199−4.2% | Reduced |
| Net Worth Advisory Group | 4,454 | $550.0K | 0.17% | +27+0.6% | Added |
| NVWM, LLC | 4,445 | $548.9K | 0.15% | +75+1.7% | Added |
| Peregrine Asset Advisers, Inc. | 4,430 | $547.0K | 0.21% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 4,427 | $546.6K | 0.01% | −63−1.4% | Reduced |
| Richwood Investment Advisors, LLC | 4,425 | $546.4K | 0.46% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,417 | $545.4K | 0.02% | −157−3.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 4,412 | $544.8K | 0.01% | −9,746−68.8% | Reduced |
| GW Henssler & Associates Ltd | 4,406 | $544.1K | 0.03% | −6,143−58.2% | Reduced |
| Patron Partners Advisors, LLC | 4,392 | $542.3K | 0.29% | −19−0.4% | Reduced |
| FineMark National Bank & Trust | 4,381 | $541.0K | 0.02% | −2,033−31.7% | Reduced |
| Csenge Advisory Group | 5,457 | $540.7K | 0.03% | −5,363−49.6% | Reduced |
| Empire Financial Management Company, LLC | 4,366 | $539.2K | 0.17% | +795+22.3% | Added |
| Trust Co of Vermont | 4,360 | $538.4K | 0.03% | −420−8.8% | Reduced |
| Means Investment Co., Inc. | 4,333 | $535.0K | 0.06% | −318−6.8% | Reduced |
| Change Path, LLC | 4,325 | $534.1K | 0.02% | +328+8.2% | Added |
| WP Advisors, LLC | 4,323 | $533.8K | 0.18% | +41+1.0% | Added |
| Capital Investment Advisors, LLC | 4,314 | $532.7K | 0.01% | +169+4.1% | Added |
| Raiffeisen Bank International AG | 4,372 | $532.3K | 0.01% | +1,314+43.0% | Added |
| Old Point Trust & Financial Services N A | 4,309 | $532.1K | 0.19% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,307 | $531.9K | 0.01% | −77−1.8% | Reduced |
| Angeles Wealth Management, LLC | 4,294 | $530.2K | 0.04% | +59+1.4% | Added |
| Belpointe Asset Management LLC | 4,292 | $530.1K | 0.03% | −865−16.8% | Reduced |
| Gsa Capital Partners LLP | 4,295 | $530.0K | 0.05% | +4,295 | New |
| 49 Wealth Management, LLC | 4,271 | $527.3K | 0.06% | +11+0.3% | Added |
| Trustmark National Bank Trust Department | 4,264 | $526.5K | 0.04% | −485−10.2% | Reduced |
| Western Wealth Management, LLC | 4,259 | $525.9K | 0.03% | −10,433−71.0% | Reduced |
| J. Safra Sarasin Holding AG | 4,259 | $525.9K | 0.01% | −17,020−80.0% | Reduced |
| Everhart Financial Group, Inc. | 4,251 | $524.9K | 0.07% | +628+17.3% | Added |
| Stevens Capital Management LP | 4,241 | $524.0K | 0.13% | −3,533−45.4% | Reduced |
| Johnson & White Wealth Management, LLC | 4,234 | $523.0K | 0.29% | +54+1.3% | Added |
| West Paces Advisors Inc. | 4,160 | $513.7K | 0.12% | −81−1.9% | Reduced |
| Mill Capital Management, LLC | 4,144 | $511.7K | 0.04% | −10.0% | Reduced |
| SAM Advisors, LLC | 4,136 | $510.7K | 0.19% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,132 | $510.2K | 0.01% | +1,572+61.4% | Added |
| Cigna Investments Inc | 4,129 | $510.0K | 0.10% | −185−4.3% | Reduced |
| Advisor Resource Council | 4,121 | $508.9K | 0.04% | +4,121 | New |
| Zions Bancorporation, National Association | 4,120 | $508.7K | 0.03% | +4,120 | New |
| Estabrook Capital Management | 4,109 | $507.4K | 0.08% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,103 | $506.6K | 0.25% | −19−0.5% | Reduced |
| BluePath Capital Management, LLC | 4,077 | $503.4K | 0.52% | −1,953−32.4% | Reduced |
| Peoples Financial Services Corp. | 4,075 | $503.2K | 0.24% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,072 | $502.8K | 0.39% | −65−1.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,069 | $502.4K | 0.04% | +805+24.7% | Added |
| Smart Portfolios, LLC | 4,065 | $501.9K | 0.55% | −5−0.1% | Reduced |
| Nilsine Partners, LLC | 4,064 | $501.9K | 0.06% | +5+0.1% | Added |
| Roberts Glore & Co Inc | 4,062 | $501.6K | 0.15% | −75−1.8% | Reduced |
| Venturi Wealth Management, LLC | 4,058 | $501.1K | 0.03% | +75+1.9% | Added |
| Modern Wealth Management, LLC | 4,052 | $500.4K | 0.02% | +1,071+35.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,051 | $500.2K | 0.01% | +386+10.5% | Added |
| 1248 Management, LLC | 4,046 | $499.6K | 0.21% | +536+15.3% | Added |
| WESPAC Advisors, LLC | 4,027 | $497.3K | 0.41% | −158−3.8% | Reduced |
| Plan Group Financial, LLC | 4,022 | $496.6K | 0.18% | +4,022 | New |
| Payden & Rygel | 4,000 | $494.0K | 0.04% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $493.9K | 7.30% | −2,000−33.3% | Reduced |
| Kuhn & Co Investment Counsel | 3,968 | $490.0K | 0.41% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,949 | $489.8K | 0.04% | −1,684−29.9% | Reduced |
| Gryphon Financial Partners LLC | 3,940 | $486.5K | 0.07% | +54+1.4% | Added |
| Syntegra Private Wealth Group, LLC | 3,938 | $486.3K | 0.06% | +66+1.7% | Added |
| Keel Point, LLC | 3,899 | $481.4K | 0.04% | +476+13.9% | Added |
| Harbour Investments, Inc. | 3,889 | $480.3K | 0.01% | +229+6.3% | Added |
| Field & Main Bank | 3,878 | $478.8K | 0.17% | −10−0.3% | Reduced |
| Princeton Global Asset Management LLC | 3,877 | $478.7K | 0.10% | +4+0.1% | Added |
| Advisor OS, LLC | 3,869 | $477.8K | 0.05% | −86−2.2% | Reduced |
| Southland Equity Partners LLC | 3,869 | $477.8K | 0.11% | +51+1.3% | Added |
| Gratus Wealth Advisors, LLC | 3,868 | $477.6K | 0.08% | +1,091+39.3% | Added |
| Bennett Associates Wealth Management | 3,863 | $477.0K | 0.39% | −437−10.2% | Reduced |
| John G Ullman & Associates Inc | 3,850 | $475.4K | 0.07% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 3,847 | $475.0K | 0.41% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 3,843 | $474.5K | 0.13% | −129−3.2% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,840 | $474.2K | 0.22% | +3,840 | New |
| Vaughan David Investments LLC | 3,837 | $474.0K | 0.01% | −144−3.6% | Reduced |
| Spinnaker Trust | 3,838 | $473.9K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,831 | $473.0K | 0.24% | +92+2.5% | Added |
| SeaCrest Wealth Management, LLC | 3,831 | $473.0K | 0.05% | +32+0.8% | Added |
| Three Seasons Wealth, LLC | 3,826 | $472.4K | 0.23% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,822 | $471.9K | 0.03% | −2,030−34.7% | Reduced |
| Atlas Capital Advisors LLC | 3,820 | $471.7K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,808 | $470.2K | 0.08% | +1,225+47.4% | Added |