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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 2,457 | $303.4K | 0.04% | −1,262−33.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,444 | $301.8K | 0.10% | −91−3.6% | Reduced |
| Fulcrum Equity Management | 2,439 | $301.2K | 0.33% | +149+6.5% | Added |
| Manske Wealth Management | 2,434 | $300.6K | 0.11% | +14+0.6% | Added |
| Greenfield Savings Bank | 2,433 | $300.4K | 0.15% | 00.0% | Unchanged |
| Quilter Plc | 2,430 | $300.1K | 0.01% | −63−2.5% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $299.9K | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,422 | $299.0K | 0.02% | −896−27.0% | Reduced |
| Master's Wealth Management Inc. | 2,410 | $297.6K | 0.16% | +22+0.9% | Added |
| Montag A & Associates Inc | 2,409 | $297.5K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,407 | $297.3K | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $296.4K | 0.07% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $295.9K | 0.03% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,384 | $294.4K | 0.23% | +61+2.6% | Added |
| SkyOak Wealth, LLC | 2,378 | $293.6K | 0.06% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,371 | $292.8K | 0.03% | −604−20.3% | Reduced |
| Thomasville National Bank | 2,369 | $292.5K | 0.02% | +265+12.6% | Added |
| Moss Adams Wealth Advisors LLC | 2,365 | $292.0K | 0.03% | +419+21.5% | Added |
| Cross Staff Investments Inc | 2,363 | $291.8K | 0.22% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,362 | $291.7K | 0.20% | +2,362 | New |
| Silver Oak Securities, Inc | 2,394 | $291.5K | 0.03% | +259+12.1% | Added |
| Marietta Investment Partners LLC | 2,360 | $291.4K | 0.07% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,351 | $290.4K | 0.13% | −33−1.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,351 | $290.3K | 0.02% | +38+1.6% | Added |
| Ritholtz Wealth Management | 2,348 | $289.9K | 0.01% | +2,348 | New |
| Disciplined Investors, L.L.C. | 2,345 | $289.5K | 0.26% | −103−4.2% | Reduced |
| Jacobs & Co | 2,346 | $289.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,337 | $289.0K | 0.02% | +815+53.5% | Added |
| ProVise Management Group, LLC | 2,333 | $288.0K | 0.02% | +235+11.2% | Added |
| Richards, Merrill & Peterson, Inc. | 2,333 | $288.0K | 0.15% | +140+6.4% | Added |
| Stokes Family Office, LLC | 2,330 | $287.7K | 0.03% | −49−2.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,326 | $287.2K | 0.09% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,320 | $286.5K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,318 | $286.2K | 0.10% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,314 | $285.7K | 0.02% | −1,738−42.9% | Reduced |
| Ocean Capital Management, LLC | 2,311 | $285.3K | 0.07% | −214−8.5% | Reduced |
| TFG Advisers LLC | 2,309 | $285.1K | 0.10% | −120−4.9% | Reduced |
| Simon Quick Advisors, LLC | 2,309 | $285.1K | 0.02% | +547+31.0% | Added |
| Principal Street Partners, LLC | 2,304 | $284.5K | 0.05% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,303 | $284.4K | 0.11% | −69−2.9% | Reduced |
| Uhlmann Price Securities, LLC | 2,302 | $284.2K | 0.21% | +2,302 | New |
| Polymer Capital Management (US) LLC | 2,301 | $284.1K | 0.09% | +2,301 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,300 | $284.1K | 0.16% | +1,018+79.4% | Added |
| VestGen Advisors, LLC | 2,298 | $283.8K | 0.01% | +2,298 | New |
| Soltis Investment Advisors LLC | 2,290 | $282.7K | 0.03% | −1,166−33.7% | Reduced |
| Duncan Williams Asset Management, LLC | 2,287 | $282.4K | 0.10% | −35−1.5% | Reduced |
| Chelsea Counsel Co | 2,285 | $282.2K | 0.15% | −4,300−65.3% | Reduced |
| Monetary Management Group Inc | 2,280 | $281.5K | 0.08% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $281.5K | 0.34% | +2,280 | New |
| Hexagon Capital Partners LLC | 2,273 | $280.7K | 0.05% | +3+0.1% | Added |
| Flywheel Private Wealth LLC | 2,273 | $280.7K | 0.26% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,268 | $280.1K | 0.03% | +68+3.1% | Added |
| Purkiss Capital Advisors LLC | 2,258 | $278.8K | 0.21% | +218+10.7% | Added |
| Cassaday & Co Wealth Management LLC | 2,256 | $278.5K | 0.01% | +226+11.1% | Added |
| BKM Wealth Management, LLC | 2,252 | $278.1K | 0.11% | −1,221−35.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,248 | $277.5K | 0.09% | −103−4.4% | Reduced |
| Diversified Enterprises, LLC | 2,246 | $277.3K | 0.02% | +333+17.4% | Added |
| Capital Analysts, LLC | 2,236 | $276.0K | 0.01% | +186+9.1% | Added |
| Forza Wealth Management, LLC | 2,235 | $276.0K | 0.12% | +50+2.3% | Added |
| North Star Asset Management Inc | 2,233 | $275.7K | 0.01% | +236+11.8% | Added |
| Moloney Securities Asset Management, LLC | 2,225 | $274.8K | 0.04% | −226−9.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,225 | $274.7K | 0.03% | −275−11.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $274.4K | 0.10% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,216 | $273.6K | 0.33% | −1,974−47.1% | Reduced |
| Leisure Capital Management | 2,198 | $271.4K | 0.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,196 | $271.2K | 0.04% | −83−3.6% | Reduced |
| Eisler Capital Management Ltd. | 2,196 | $271.1K | 0.01% | −35,973−94.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $270.7K | 0.11% | −205−8.6% | Reduced |
| Integrity Alliance, LLC. | 2,178 | $268.9K | 0.01% | +2,178 | New |
| Trust Point Inc. | 2,141 | $264.4K | 0.02% | −124−5.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,137 | $263.9K | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,135 | $263.6K | 0.02% | −59−2.7% | Reduced |
| Asset Dedication, LLC | 2,126 | $262.5K | 0.02% | +94+4.6% | Added |
| CWA Asset Management Group, LLC | 2,124 | $262.3K | 0.01% | −1,784−45.6% | Reduced |
| Weik Capital Management | 2,120 | $261.8K | 0.11% | −150−6.6% | Reduced |
| Union Bancaire Privee, UBP SA | 2,284 | $261.8K | 0.01% | +2,284 | New |
| Orleans Capital Management Corp | 2,117 | $261.4K | 0.15% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,115 | $261.2K | 0.02% | +2+0.1% | Added |
| Nemes Rush Group LLC | 2,114 | $261.1K | 0.03% | +10+0.5% | Added |
| Schechter Investment Advisors, LLC | 2,114 | $261.0K | 0.02% | −1,471−41.0% | Reduced |
| Close Asset Management Ltd | 2,110 | $261.0K | 0.01% | −825−28.1% | Reduced |
| Douglas Lane & Associates, LLC | 2,106 | $260.0K | 0.00% | −25−1.2% | Reduced |
| Chiron Capital Management, LLC | 2,105 | $259.9K | 0.24% | +100+5.0% | Added |
| HBW Advisory Services LLC | 2,100 | $259.3K | 0.04% | −73−3.4% | Reduced |
| Moller Financial Services | 2,096 | $258.8K | 0.06% | −312−13.0% | Reduced |
| Anchor Investment Management, LLC | 2,094 | $258.6K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,091 | $258.1K | 0.03% | +90+4.5% | Added |
| Waters Parkerson & Co., LLC | 2,087 | $257.7K | 0.01% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,085 | $257.5K | 0.15% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,082 | $257.1K | 0.27% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,074 | $256.1K | 0.03% | +74+3.7% | Added |
| Fortune Financial Advisors, LLC | 2,060 | $254.4K | 0.22% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,056 | $253.8K | 0.02% | −266−11.5% | Reduced |
| First Financial Bankshares Inc | 2,055 | $253.8K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,050 | $253.1K | 0.00% | −95−4.4% | Reduced |
| Alta Advisers Ltd | 2,045 | $252.5K | 0.11% | +2,045 | New |
| Defender Capital, LLC. | 2,036 | $251.8K | 0.10% | −40−1.9% | Reduced |
| Acropolis Investment Management, LLC | 2,038 | $251.7K | 0.01% | −112−5.2% | Reduced |
| Tritonpoint Wealth, LLC | 2,038 | $251.7K | 0.02% | +2,038 | New |
| Cabot Wealth Management Inc | 2,035 | $251.3K | 0.03% | 00.0% | Unchanged |