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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 2,032 | $250.9K | 0.02% | +132+6.9% | Added |
| KLCM Advisors, Inc. | 2,025 | $250.0K | 0.03% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,023 | $249.8K | 0.00% | +2,023 | New |
| Versant Capital Management, Inc | 2,008 | $247.9K | 0.04% | +672+50.3% | Added |
| HHM Wealth Advisors, LLC | 2,006 | $247.7K | 0.03% | −9−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,004 | $247.5K | 0.02% | +12+0.6% | Added |
| LeClair Wealth Partners LLC | 2,003 | $247.3K | 0.18% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,999 | $246.8K | 0.03% | +1,043+109.1% | Added |
| Pure Financial Advisors, Inc. | 1,995 | $246.3K | 0.01% | +173+9.5% | Added |
| Sharp Financial Services, LLC | 1,993 | $246.1K | 0.19% | −1,128−36.1% | Reduced |
| Delta Investment Management, LLC | 1,992 | $246.0K | 0.05% | −142−6.7% | Reduced |
| Tarbox Family Office, Inc. | 1,991 | $245.8K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $245.7K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,990 | $245.7K | 0.04% | +214+12.0% | Added |
| Delta Financial Group, Inc. | 1,938 | $245.0K | 0.06% | −41−2.1% | Reduced |
| Commonwealth Financial Services, LLC | 1,979 | $244.4K | 0.05% | +112+6.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $244.0K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,971 | $243.4K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,964 | $242.5K | 0.10% | +131+7.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,964 | $242.5K | 0.18% | +46+2.4% | Added |
| Empower Advisory Group, LLC | 1,960 | $242.0K | 0.00% | −782−28.5% | Reduced |
| Abacus Planning Group, Inc. | 1,956 | $241.5K | 0.04% | +1,956 | New |
| RDA Financial Network | 1,952 | $241.0K | 0.07% | −1,667−46.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $240.2K | 0.09% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,945 | $240.0K | 0.10% | −1−0.1% | Reduced |
| Argus Investors' Counsel, Inc. | 1,939 | $239.4K | 0.18% | −18−0.9% | Reduced |
| First Interstate Bank | 1,938 | $239.3K | 0.01% | −350−15.3% | Reduced |
| Washington Trust Co | 1,936 | $239.1K | 0.01% | −525−21.3% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $238.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,926 | $237.8K | 0.09% | +90+4.9% | Added |
| South Dakota Investment Council | 1,920 | $237.0K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,916 | $236.6K | 0.02% | +1,916 | New |
| Rehmann Capital Advisory Group | 1,910 | $236.0K | 0.01% | −5−0.3% | Reduced |
| Optima Capital LLC | 1,910 | $235.9K | 0.15% | +18+1.0% | Added |
| Portside Wealth Group, LLC | 1,910 | $235.8K | 0.04% | +133+7.5% | Added |
| Little House Capital LLC | 1,904 | $235.1K | 0.06% | +1,904 | New |
| Bond & Devick Financial Network, Inc. | 1,902 | $234.9K | 0.09% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,897 | $234.2K | 0.16% | −76−3.9% | Reduced |
| McGowan Group Asset Management, Inc. | 1,893 | $233.8K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 1,892 | $233.6K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,891 | $233.5K | 0.09% | 00.0% | Unchanged |
| Forte Capital LLC | 1,891 | $233.5K | 0.03% | +1,891 | New |
| Argentarii, LLC | 1,887 | $233.0K | 0.12% | +44+2.4% | Added |
| Eastern Bank | 1,887 | $233.0K | 0.00% | −760−28.7% | Reduced |
| Vestor Capital, LLC | 1,885 | $233.0K | 0.02% | −331−14.9% | Reduced |
| Avestar Capital, LLC | 1,885 | $232.8K | 0.02% | −119−5.9% | Reduced |
| Oakworth Capital, Inc. | 1,881 | $232.3K | 0.02% | +227+13.7% | Added |
| Columbia Asset Management | 1,878 | $231.9K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,874 | $231.4K | 0.04% | +1+0.1% | Added |
| Keating Investment Counselors Inc | 1,870 | $230.9K | 0.07% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,863 | $230.0K | 0.04% | −226−10.8% | Reduced |
| Waterloo Capital, L.P. | 1,857 | $229.2K | 0.02% | +1,857 | New |
| Evoke Wealth, LLC | 1,855 | $229.1K | 0.01% | +38+2.1% | Added |
| Quent Capital, LLC | 1,855 | $229.0K | 0.02% | −72−3.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,850 | $228.4K | 0.28% | +38+2.1% | Added |
| Asset Advisors Investment Management, LLC | 1,848 | $228.2K | 0.02% | +1,848 | New |
| Chicago Capital, LLC | 1,842 | $227.4K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,841 | $227.3K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,841 | $227.3K | 0.01% | +1,841 | New |
| Radnor Capital Management, LLC | 1,842 | $227.0K | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,837 | $226.8K | 0.00% | +1,837 | New |
| Gallagher Capital Advisors, LLC | 1,835 | $226.6K | 0.17% | +18+1.0% | Added |
| Wellington Shields & Co., LLC | 1,832 | $226.2K | 0.07% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,831 | $226.2K | 0.04% | +1,831 | New |
| Arbor Investment Advisors, LLC | 1,831 | $226.1K | 0.03% | +1,831 | New |
| Independent Wealth Network Inc. | 1,829 | $225.8K | 0.09% | −108−5.6% | Reduced |
| Werba Rubin Papier Wealth Management | 1,827 | $225.6K | 0.05% | −46−2.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,822 | $225.0K | 0.10% | +6+0.3% | Added |
| VeraBank, N.A. | 1,817 | $224.4K | 0.06% | +15+0.8% | Added |
| Wolff Financial Management LLC | 1,815 | $224.0K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,814 | $224.0K | 0.05% | +15+0.8% | Added |
| Azimuth Capital Investment Management LLC | 1,813 | $223.9K | 0.01% | −124−6.4% | Reduced |
| Lifeworks Advisors, LLC | 1,812 | $223.8K | 0.04% | +1,812 | New |
| Accelerate Investment Advisors LLC | 1,809 | $223.4K | 0.19% | +1,809 | New |
| PUREfi Wealth, LLC | 1,803 | $222.6K | 0.22% | +1,803 | New |
| Old Port Advisors | 1,798 | $222.0K | 0.07% | −55−3.0% | Reduced |
| Viawealth, LLC | 1,791 | $221.2K | 0.14% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 1,784 | $220.3K | 0.11% | +1,784 | New |
| Zullo Investment Group, Inc. | 1,784 | $220.2K | 0.09% | +10+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,783 | $220.2K | 0.02% | +1,783 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,781 | $220.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,751 | $219.4K | 0.06% | +1,751 | New |
| CSS LLC | 1,770 | $218.6K | 0.02% | −780−30.6% | Reduced |
| Hourglass Capital, LLC | 1,770 | $218.6K | 0.06% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,768 | $218.3K | 0.01% | −240−12.0% | Reduced |
| Spring Capital Management, LLC | 1,767 | $218.2K | 0.12% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,767 | $218.2K | 0.07% | +1,767 | New |
| Meridian Wealth Advisors, LLC | 1,765 | $218.0K | 0.04% | +8+0.5% | Added |
| Signature Wealth Management Partners, LLC | 1,765 | $217.9K | 0.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,764 | $217.8K | 0.06% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,758 | $217.1K | 0.05% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,753 | $216.5K | 0.04% | +1,753 | New |
| Bank of New Hampshire | 1,752 | $216.3K | 0.06% | −235−11.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,749 | $216.0K | 0.02% | +1,749 | New |
| LM Advisors LLC | 1,749 | $216.0K | 0.04% | −251−12.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,742 | $215.5K | 0.02% | −605−25.8% | Reduced |
| Strait & Sound Wealth Management LLC | 1,745 | $215.5K | 0.10% | −300−14.7% | Reduced |
| Wealthspan Partners, LLC | 1,743 | $215.2K | 0.10% | +1,743 | New |
| Coastal Investment Advisors, Inc. | 1,742 | $215.1K | 0.10% | −353−16.8% | Reduced |
| IVC Wealth Advisors LLC | 1,730 | $213.6K | 0.11% | +1,730 | New |