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 |
|---|---|---|---|---|---|
| Ami Investment Management Inc | 1,729 | $213.5K | 0.07% | +1,729 | New |
| Prosperity Consulting Group, LLC | 1,728 | $213.4K | 0.02% | +1,728 | New |
| Pinnacle Family Advisors, LLC | 1,726 | $213.1K | 0.12% | +1,726 | New |
| WealthShield Partners, LLC | 1,725 | $213.0K | 0.03% | +1,725 | New |
| McAdam, LLC | 1,720 | $212.4K | 0.01% | +1,720 | New |
| Roman Butler Fullerton & Co | 2,207 | $212.4K | 0.08% | −579−20.8% | Reduced |
| Sovereign Financial Group, Inc. | 1,719 | $212.3K | 0.05% | +1,719 | New |
| Bayforest Capital Ltd | 1,718 | $212.1K | 0.09% | +1,074+166.8% | Added |
| Per Stirling Capital Management, LLC. | 1,711 | $211.3K | 0.03% | +1,711 | New |
| Endowment Wealth Management, Inc. | 1,711 | $211.2K | 0.14% | +1,711 | New |
| Sentry LLC | 1,710 | $211.2K | 0.04% | +1,710 | New |
| Proficio Capital Partners LLC | 1,708 | $210.9K | 0.02% | +1,708 | New |
| BIP Wealth, LLC | 1,707 | $210.8K | 0.01% | +1,707 | New |
| Beirne Wealth Consulting Services, LLC | 1,700 | $209.9K | 0.07% | +1,700 | New |
| Patton Albertson Miller Group, LLC | 1,698 | $209.7K | 0.03% | +1,698 | New |
| Crestmont Private Wealth LLC | 1,698 | $209.7K | 0.09% | +1,698 | New |
| Catalyst Financial Partners LLC | 1,697 | $209.5K | 0.04% | +1,697 | New |
| Cherry Tree Wealth Management, LLC | 1,695 | $209.3K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 1,693 | $209.1K | 0.04% | +1,693 | New |
| Harbour Trust & Investment Management Co | 1,689 | $208.6K | 0.03% | −2,122−55.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,687 | $208.4K | 0.07% | +1,687 | New |
| Catalina Capital Group, LLC | 1,681 | $207.6K | 0.14% | −1,124−40.1% | Reduced |
| Cooper Financial Group | 1,679 | $207.3K | 0.03% | +1,679 | New |
| Transamerica Financial Advisors, Inc. | 1,671 | $207.0K | 0.02% | −12−0.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,675 | $206.8K | 0.11% | +442+35.8% | Added |
| JNBA Financial Advisors | 1,674 | $206.7K | 0.02% | +1,019+155.6% | Added |
| Blue Rock Wealth Management LLC | 1,674 | $206.7K | 0.18% | +1,674 | New |
| Cullen Investment Group, Ltd. | 1,664 | $205.5K | 0.03% | +1,664 | New |
| Key Client Fiduciary Advisors, LLC | 1,660 | $204.9K | 0.09% | +1,660 | New |
| Biltmore Family Office, LLC | 1,659 | $204.9K | 0.03% | +1,659 | New |
| Apella Capital, LLC | 1,984 | $204.6K | 0.01% | +1,984 | New |
| Aspire Private Capital, LLC | 1,656 | $204.5K | 0.05% | +1,656 | New |
| Hirtle Callaghan & Co LLC | 1,652 | $204.0K | 0.01% | −536−24.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,650 | $203.7K | 0.09% | +1,650 | New |
| BNC Wealth Management, LLC | 1,649 | $203.6K | 0.07% | +1,649 | New |
| BLB&B Advisors, LLC | 1,648 | $203.5K | 0.01% | +1,648 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,647 | $203.4K | 0.14% | −980−37.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,646 | $203.3K | 0.01% | +1,646 | New |
| Schear Investment Advisers, LLC | 1,645 | $203.1K | 0.12% | −4,723−74.2% | Reduced |
| Ground Swell Capital, LLC | 1,640 | $202.5K | 0.46% | +1,640 | New |
| Journey Strategic Wealth LLC | 1,639 | $202.4K | 0.01% | +1,639 | New |
| West Family Investments, Inc. | 1,632 | $201.5K | 0.08% | +1,632 | New |
| Trust Co of Virginia | 1,632 | $201.5K | 0.02% | +1,632 | New |
| Perkins Coie Trust Co | 1,629 | $201.1K | 0.05% | +6+0.4% | Added |
| Harrell Investment Partners, LLC | 1,628 | $201.0K | 0.06% | +1,628 | New |
| New Wave Wealth Advisors LLC | 1,627 | $200.8K | 0.09% | +1+0.1% | Added |
| Peterson Wealth Services | 1,600 | $197.6K | 0.06% | −34−2.1% | Reduced |
| NBC Securities, Inc. | 1,558 | $192.0K | 0.02% | +1,557+155,700.0% | Added |
| Coastline Trust Co | 1,549 | $191.3K | 0.02% | −10−0.6% | Reduced |
| Hantz Financial Services, Inc. | 1,550 | $191.0K | 0.00% | +397+34.4% | Added |
| Johnson Financial Group, Inc. | 1,541 | $190.3K | 0.01% | −1,439−48.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,538 | $189.9K | 0.09% | +132+9.4% | Added |
| Brown Brothers Harriman & Co | 1,532 | $189.2K | 0.00% | −1,165−43.2% | Reduced |
| Bullock Wealth Management Group | 1,517 | $188.7K | 0.11% | −125−7.6% | Reduced |
| Caas Capital Management LP | 1,500 | $185.2K | 0.09% | +1,500 | New |
| Financial Management Professionals, Inc. | 1,500 | $185.2K | 0.02% | −2−0.1% | Reduced |
| State of Wyoming | 1,486 | $183.5K | 0.02% | −371−20.0% | Reduced |
| St Germain D J Co Inc | 1,482 | $183.0K | 0.01% | −223−13.1% | Reduced |
| Westside Investment Management, Inc. | 1,471 | $181.7K | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 1,471 | $181.6K | 0.01% | −92−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,466 | $181.0K | 0.01% | −233−13.7% | Reduced |
| GeoWealth Management, LLC | 1,455 | $179.7K | 0.01% | −650−30.9% | Reduced |
| Hager Investment Management Services, LLC | 1,438 | $177.6K | 0.12% | +96+7.2% | Added |
| Chilton Capital Management LLC | 1,414 | $174.6K | 0.01% | −63−4.3% | Reduced |
| Evelyn Partners Investment Management LLP | 1,411 | $174.2K | 0.01% | −340−19.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,397 | $172.6K | 0.08% | −7−0.5% | Reduced |
| Cromwell Holdings LLC | 1,396 | $172.4K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,385 | $171.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,483 | $169.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,364 | $168.4K | 0.11% | +182+15.4% | Added |
| Shell Asset Management Co | 1,360 | $168.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $167.2K | 0.05% | −14−1.0% | Reduced |
| 10Elms LLP | 1,354 | $167.2K | 0.17% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $167.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,348 | $166.5K | 0.02% | +260+23.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,334 | $164.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 1,325 | $163.6K | 0.08% | +200+17.8% | Added |
| Carolinas Wealth Consulting LLC | 1,311 | $161.9K | 0.03% | +1+0.1% | Added |
| General Partner, Inc. | 1,303 | $160.9K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,292 | $159.5K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $159.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,264 | $156.0K | 0.02% | +1+0.1% | Added |
| Sittner & Nelson, LLC | 1,219 | $150.6K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,190 | $147.0K | 0.01% | −77−6.1% | Reduced |
| Valley National Advisers Inc | 1,184 | $146.0K | 0.03% | +305+34.7% | Added |
| Lazard Asset Management LLC | 1,173 | $144.0K | 0.00% | −1,103−48.5% | Reduced |
| AdvisorNet Financial, Inc | 1,148 | $141.8K | 0.01% | +48+4.4% | Added |
| Riverview Trust Co | 1,119 | $138.2K | 0.14% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,102 | $136.1K | 0.05% | +24+2.2% | Added |
| Continuum Advisory, LLC | 1,099 | $135.7K | 0.02% | +32+3.0% | Added |
| CoreCap Advisors, LLC | 1,074 | $132.6K | 0.01% | +281+35.4% | Added |
| Sentry Investment Management LLC | 1,355 | $131.0K | 0.09% | −405−23.0% | Reduced |
| American Capital Advisory, LLC | 1,057 | $130.5K | 0.07% | +4+0.4% | Added |
| ORG Partners LLC | 1,050 | $130.5K | 0.03% | +162+18.2% | Added |
| Security National Bank | 1,054 | $130.1K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,034 | $127.7K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,005 | $124.1K | 0.08% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $123.5K | 0.06% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 995 | $122.9K | 0.00% | −12−1.2% | Reduced |
| McIlrath & Eck, LLC | 983 | $121.4K | 0.01% | −211−17.7% | Reduced |