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
- 1,795
- +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
- 664 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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 3,793 | $468.4K | 0.04% | −23−0.6% | Reduced |
| Strategies Wealth Advisors, LLC | 3,792 | $468.2K | 0.06% | +3,792 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,539 | $468.1K | 0.20% | −292−6.0% | Reduced |
| Foster & Motley Inc | 3,792 | $468.0K | 0.03% | +49+1.3% | Added |
| 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 |
| Everpar Advisors LLC | 3,786 | $467.5K | 0.25% | −219−5.5% | Reduced |
| Moody National Bank Trust Division | 3,775 | $466.1K | 0.05% | +710+23.2% | Added |
| Creekmur Asset Management LLC | 3,773 | $465.9K | 0.10% | −2,886−43.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,767 | $465.2K | 0.04% | −404−9.7% | Reduced |
| Lincoln Capital LLC | 4,608 | $464.9K | 0.10% | −233−4.8% | Reduced |
| Conning Inc. | 3,745 | $462.4K | 0.02% | −93−2.4% | Reduced |
| Graypoint LLC | 3,742 | $462.1K | 0.03% | +139+3.9% | Added |
| Whalerock Point Partners, LLC | 3,740 | $461.8K | 0.11% | +250+7.2% | Added |
| Capital Investment Advisory Services, LLC | 3,735 | $461.2K | 0.04% | +457+13.9% | Added |
| Ransom Advisory, Ltd | 3,725 | $460.0K | 0.23% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,720 | $459.3K | 0.10% | −300−7.5% | Reduced |
| Schnieders Capital Management LLC | 3,713 | $458.5K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,686 | $455.1K | 0.11% | −3,471−48.5% | Reduced |
| Generali Investments, Management Co LLC | 3,678 | $454.2K | 0.13% | −784−17.6% | Reduced |
| Weaver Consulting Group | 3,677 | $454.0K | 0.14% | −35−0.9% | Reduced |
| Savvy Advisors, Inc. | 3,673 | $453.5K | 0.05% | +10+0.3% | Added |
| Paragon Capital Management Ltd | 3,666 | $452.7K | 0.09% | +795+27.7% | Added |
| Pallas Capital Advisors LLC | 3,666 | $452.6K | 0.02% | +1,419+63.2% | Added |
| CX Institutional | 3,642 | $450.0K | 0.02% | +469+14.8% | Added |
| First Citizens Bank & Trust Co | 3,644 | $450.0K | 0.01% | +31+0.9% | Added |
| Hills Bank & Trust Co | 3,643 | $449.8K | 0.03% | 00.0% | Unchanged |
| Portman Square Capital LLP | 3,638 | $449.2K | 0.06% | +3,638 | New |
| Transcend Wealth Collective, LLC | 3,614 | $446.2K | 0.03% | −415−10.3% | Reduced |
| Corps Capital Advisors, LLC | 3,612 | $446.0K | 0.47% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,609 | $445.6K | 0.01% | +37+1.0% | Added |
| Winton Group Ltd | 3,599 | $444.4K | 0.03% | +3,599 | New |
| Ballentine Partners, LLC | 3,592 | $443.5K | 0.01% | +552+18.2% | Added |
| Nwam LLC | 3,588 | $443.1K | 0.04% | −288−7.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,571 | $440.9K | 0.01% | +18+0.5% | Added |
| Fulton Bank, N.A. | 3,566 | $440.3K | 0.02% | −1,226−25.6% | Reduced |
| Prairie Sky Financial Group LLC | 3,548 | $438.1K | 0.26% | +10.0% | Added |
| Harbor Advisors LLC | 3,541 | $437.2K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,535 | $436.6K | 0.01% | +561+18.9% | Added |
| Biltmore Wealth Management, LLC | 3,528 | $435.7K | 0.18% | −62−1.7% | Reduced |
| Parkside Financial Bank & Trust | 3,519 | $434.5K | 0.06% | +1,135+47.6% | Added |
| Wealth Alliance | 3,506 | $433.0K | 0.05% | +453+14.8% | Added |
| Lindbrook Capital, LLC | 3,478 | $429.5K | 0.04% | +178+5.4% | Added |
| Chesapeake Asset Management LLC | 3,466 | $428.0K | 0.41% | +139+4.2% | Added |
| Welch Group, LLC | 3,506 | $426.9K | 0.02% | +12+0.3% | Added |
| MSH Capital Advisors LLC | 3,456 | $426.7K | 0.13% | +101+3.0% | Added |
| 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 |
| Woodmont Investment Counsel LLC | 3,450 | $426.0K | 0.03% | −15−0.4% | Reduced |
| Corbyn Investment Management Inc | 3,441 | $424.9K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,421 | $422.5K | 0.04% | +338+11.0% | Added |
| Hanson & Doremus Investment Management | 3,420 | $422.0K | 0.06% | −140−3.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,413 | $421.5K | 0.04% | −198−5.5% | Reduced |
| Uniting Wealth Partners, LLC | 3,404 | $420.3K | 0.21% | +5+0.1% | Added |
| Mayflower Financial Advisors, LLC | 3,400 | $419.9K | 0.06% | −32−0.9% | Reduced |
| Clifford Group, LLC | 3,395 | $419.2K | 0.39% | −640−15.9% | Reduced |
| Dearborn Partners LLC | 3,392 | $418.8K | 0.02% | −3,277−49.1% | Reduced |
| Tanager Wealth Management LLP | 3,388 | $418.4K | 0.05% | +100+3.0% | Added |
| Crawford Investment Counsel Inc | 3,386 | $418.1K | 0.01% | +787+30.3% | Added |
| Courier Capital LLC | 3,381 | $417.5K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,376 | $416.9K | 0.02% | −516−13.3% | Reduced |
| Spire Wealth Management | 3,367 | $415.8K | 0.01% | +505+17.6% | Added |
| MTM Investment Management, LLC | 3,337 | $415.0K | 0.16% | −30−0.9% | Reduced |
| Excalibur Management Corp | 3,357 | $414.5K | 0.16% | −20−0.6% | Reduced |
| Tennessee Valley Asset Management Partners | 3,356 | $414.4K | 0.07% | +7+0.2% | Added |
| Wedgewood Investors Inc | 3,350 | $413.7K | 0.49% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,338 | $412.2K | 0.08% | −10.0% | Reduced |
| Perpetual Ltd | 3,330 | $411.2K | 0.00% | +52+1.6% | Added |
| Allen Investment Management LLC | 3,318 | $409.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,346 | $407.5K | 0.04% | −98−2.8% | Reduced |
| Roundview Capital LLC | 3,300 | $407.5K | 0.03% | −340−9.3% | Reduced |
| Blue Edge Capital, LLC | 3,290 | $406.2K | 0.07% | +4+0.1% | Added |
| Ambassador Advisors, LLC | 3,288 | $406.1K | 0.07% | +10.0% | Added |
| Skopos Labs, Inc. | 3,269 | $403.7K | 0.09% | +1,123+52.3% | Added |
| Longfellow Investment Management Co LLC | 3,262 | $402.8K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,252 | $401.5K | 0.01% | −139−4.1% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,250 | $401.3K | 0.38% | −15−0.5% | Reduced |
| Athena Investment Management | 3,249 | $401.2K | 0.24% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,246 | $400.8K | 0.08% | −2,129−39.6% | Reduced |
| Riverbend Wealth Management, LLC | 3,246 | $400.8K | 0.36% | +108+3.4% | Added |
| Scotia Capital Inc. | 3,245 | $400.7K | 0.00% | −430−11.7% | Reduced |
| Joel Isaacson & Co., LLC | 3,217 | $397.2K | 0.02% | −83−2.5% | Reduced |
| Measured Risk Portfolios, Inc. | 3,215 | $396.9K | 0.43% | −110−3.3% | Reduced |
| Univest Financial Corp | 3,205 | $395.8K | 0.03% | +4+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 3,202 | $395.4K | 0.10% | +156+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 3,202 | $395.0K | 0.01% | −20−0.6% | Reduced |
| Elm3 Financial Group, LLC | 3,196 | $394.7K | 0.35% | −1,685−34.5% | Reduced |
| Rossmore Private Capital | 3,194 | $394.4K | 0.05% | −10−0.3% | Reduced |
| LCNB Corp | 3,194 | $394.4K | 0.15% | −78−2.4% | Reduced |
| Old North State Trust, LLC | 3,454 | $394.0K | 0.25% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,186 | $393.4K | 0.03% | −1,492−31.9% | Reduced |
| First National Bank Sioux Falls | 3,184 | $393.2K | 0.16% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,158 | $389.9K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,148 | $388.7K | 0.25% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $387.0K | 0.20% | +3,131 | New |
| Second Line Capital, LLC | 3,134 | $387.0K | 0.10% | −300−8.7% | Reduced |
| Reuter James Wealth Management, LLC | 3,131 | $386.7K | 0.07% | −18−0.6% | Reduced |
| Western Pacific Wealth Management, LP | 3,125 | $385.9K | 0.35% | +490+18.6% | Added |
| Berger Financial Group, Inc | 3,122 | $385.5K | 0.03% | −36,794−92.2% | Reduced |
| Waldron Private Wealth LLC | 3,108 | $383.8K | 0.02% | −1,624−34.3% | Reduced |