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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 3,107 | $383.6K | 0.01% | −93−2.9% | 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 |
| Plancorp, LLC | 3,093 | $382.0K | 0.02% | −99−3.1% | Reduced |
| Granite Group Advisors, LLC | 3,087 | $381.2K | 0.26% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,085 | $380.9K | 0.03% | +38+1.2% | Added |
| Founders Financial Securities LLC | 3,601 | $380.9K | 0.03% | +214+6.3% | Added |
| Vectors Research Management, LLC | 3,081 | $380.4K | 0.13% | 00.0% | Unchanged |
| Assetmark, Inc | 3,073 | $379.5K | 0.00% | +49+1.6% | Added |
| GHP Investment Advisors, Inc. | 3,073 | $379.5K | 0.02% | 00.0% | Unchanged |
| Davidson Trust Co | 3,063 | $378.2K | 0.18% | +27+0.9% | Added |
| Callan Family Office, LLC | 3,046 | $376.1K | 0.03% | −259−7.8% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $374.3K | 0.13% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,013 | $372.1K | 0.03% | +3,013 | New |
| Magnus Financial Group LLC | 2,999 | $370.4K | 0.04% | +70+2.4% | Added |
| Cito Capital Group, LLC | 3,000 | $370.0K | 0.14% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 2,995 | $369.8K | 0.03% | +228+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $368.7K | 0.00% | +300+9.1% | Added |
| Ballew Advisors, Inc | 3,775 | $367.6K | 0.25% | −28−0.7% | Reduced |
| Plimoth Trust Co LLC | 2,976 | $367.5K | 0.10% | +450+17.8% | Added |
| E&G Advisors, LP | 2,975 | $367.4K | 0.10% | −42−1.4% | Reduced |
| Aries Wealth Management | 2,973 | $367.1K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,972 | $367.0K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,963 | $365.9K | 0.02% | +26+0.9% | Added |
| PFG Advisors | 2,962 | $365.8K | 0.02% | +586+24.7% | Added |
| Austin Private Wealth, LLC | 2,961 | $365.6K | 0.03% | +12+0.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $365.3K | 0.27% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,956 | $365.0K | 0.06% | −27−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 2,950 | $364.0K | 0.03% | −101−3.3% | Reduced |
| ARS Investment Partners, LLC | 3,186 | $363.0K | 0.03% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 2,939 | $361.0K | 0.37% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,912 | $359.6K | 0.02% | +100+3.6% | Added |
| Brookwood Investment Group LLC | 2,909 | $359.2K | 0.06% | +2,909 | New |
| Advisory Alpha, LLC | 2,907 | $358.9K | 0.01% | +13+0.4% | Added |
| Persium Advisors, LLC | 2,902 | $358.3K | 0.34% | −100−3.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,891 | $357.0K | 0.13% | −7,867−73.1% | Reduced |
| Intrinsic Value Partners, LLC | 2,886 | $356.4K | 0.35% | −63−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,876 | $355.1K | 0.02% | +20+0.7% | Added |
| Rossby Financial, LCC | 3,407 | $354.2K | 0.15% | +67+2.0% | Added |
| Stiles Financial Services Inc | 2,867 | $354.0K | 0.14% | +13+0.5% | Added |
| B&L Asset Management LLC | 2,826 | $349.0K | 0.23% | +280+11.0% | Added |
| IFG Advisory, LLC | 2,800 | $345.7K | 0.02% | −42−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,788 | $344.3K | 0.05% | +50+1.8% | Added |
| AGH Wealth Advisors, LLC | 2,781 | $343.4K | 0.33% | −10.0% | Reduced |
| Shufro Rose & Co LLC | 2,775 | $342.7K | 0.03% | +726+35.4% | Added |
| Liberty Capital Management, Inc. | 2,772 | $342.3K | 0.08% | +154+5.9% | Added |
| Summit Global Investments | 2,755 | $340.0K | 0.02% | −32−1.1% | Reduced |
| Townsend Asset Management Corp | 2,731 | $337.2K | 0.13% | −290−9.6% | Reduced |
| McDaniel Terry & Co | 2,730 | $337.0K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,717 | $335.5K | 0.01% | +2,717 | New |
| GWN Securities Inc. | 2,692 | $335.2K | 0.02% | −3,999−59.8% | Reduced |
| HCR Wealth Advisors | 2,708 | $334.4K | 0.04% | +104+4.0% | Added |
| Atlas Legacy Advisors, LLC | 2,707 | $334.3K | 0.08% | −1,950−41.9% | Reduced |
| Warwick Investment Management, Inc. | 2,706 | $334.1K | 0.07% | +245+10.0% | Added |
| Dividend Assets Capital, LLC | 2,704 | $333.9K | 0.06% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,679 | $330.8K | 0.20% | +20+0.8% | Added |
| Ruggaard & Associates LLC | 2,672 | $329.9K | 0.14% | 00.0% | Unchanged |
| Plan A Wealth LLC | 2,665 | $329.1K | 0.26% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,663 | $328.8K | 0.02% | −218−7.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,155 | $328.0K | 0.03% | +88+2.9% | Added |
| Successful Portfolios LLC | 2,648 | $327.0K | 0.22% | +10.0% | Added |
| Bell Bank | 2,644 | $326.5K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,643 | $326.4K | 0.04% | −20−0.8% | Reduced |
| Compass Capital Corp | 2,635 | $325.8K | 0.17% | −92−3.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $323.9K | 0.08% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,051 | $323.4K | 0.02% | +170+5.9% | Added |
| Laurel Wealth Advisors LLC | 2,618 | $323.3K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,616 | $323.1K | 0.05% | +24+0.9% | Added |
| Greenfield Seitz Capital Management, LLC | 2,608 | $322.0K | 0.12% | −300−10.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,611 | $322.0K | 0.14% | −108−4.0% | Reduced |
| 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 |
| 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 |
| Mosaic Family Wealth Partners, LLC | 2,596 | $320.6K | 0.05% | −9−0.3% | Reduced |
| Sage Mountain Advisors LLC | 2,570 | $317.4K | 0.02% | +90+3.6% | Added |
| Hamilton Capital, LLC | 2,570 | $317.3K | 0.02% | +199+8.4% | Added |
| Capital Advantage, Inc. | 2,783 | $317.1K | 0.06% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,568 | $317.1K | 0.10% | +2,568 | New |
| Capital Market Strategies LLC | 2,539 | $313.5K | 0.21% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $311.8K | 0.04% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,516 | $310.7K | 0.23% | +2,516 | New |
| Gables Capital Management Inc. | 2,502 | $308.9K | 0.15% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,497 | $308.3K | 0.08% | +2,497 | New |
| Pflug Koory, LLC | 2,496 | $308.3K | 0.17% | −160−6.0% | Reduced |
| LBMC Investment Advisors, LLC | 2,488 | $307.2K | 0.02% | +103+4.3% | Added |
| Sound View Wealth Advisors Group, LLC | 2,486 | $307.0K | 0.03% | −198−7.4% | Reduced |
| Powers Advisory Group, LLC | 2,480 | $306.2K | 0.15% | −199−7.4% | 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 |
| BancorpSouth Bank | 2,470 | $305.0K | 0.02% | −164−6.2% | Reduced |
| Goodman Financial Corp | 2,466 | $304.5K | 0.07% | −67−2.6% | Reduced |
| CFO4Life Group, LLC | 2,462 | $304.1K | 0.05% | +25+1.0% | Added |
| Howard Capital Management Inc. | 2,462 | $304.0K | 0.01% | −381−13.4% | Reduced |
| Port Capital LLC | 2,464 | $304.0K | 0.01% | −17−0.7% | Reduced |
| Northcape Wealth Management, LLC | 2,460 | $303.8K | 0.10% | 00.0% | Unchanged |