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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 960 | $118.5K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 950 | $117.3K | 0.05% | 00.0% | Unchanged |
| City State Bank | 942 | $116.3K | 0.04% | −45−4.6% | Reduced |
| Compagnie Lombard Odier SCmA | 923 | $114.0K | 0.00% | −410−30.8% | Reduced |
| Loomis Sayles & Co L P | 905 | $112.0K | 0.00% | +394+77.1% | Added |
| Broadwater Capital Management LLC | 900 | $111.1K | 0.09% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 880 | $109.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 884 | $109.0K | 0.07% | +420+90.5% | Added |
| American National Bank | 882 | $108.9K | 0.01% | −79−8.2% | Reduced |
| Missouri Trust & Investment Co | 880 | $108.7K | 0.04% | +131+17.5% | Added |
| Y.D. More Investments Ltd | 876 | $108.2K | 0.01% | +876 | New |
| Garde Capital, Inc. | 867 | $107.0K | 0.01% | −436−33.5% | Reduced |
| CVA Family Office, LLC | 856 | $105.7K | 0.02% | −110−11.4% | Reduced |
| Beacon Capital Management, LLC | 838 | $103.5K | 0.01% | +7+0.8% | Added |
| Optimum Investment Advisors | 838 | $103.5K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 835 | $103.2K | 0.01% | +835 | New |
| McClarren Financial Advisors, Inc. | 647 | $103.0K | 0.07% | +647 | New |
| VSM Wealth Advisory, LLC | 829 | $102.4K | 0.04% | +829 | New |
| Piscataqua Savings Bank | 816 | $100.8K | 0.09% | +135+19.8% | Added |
| True Wealth Design, LLC | 809 | $99.8K | 0.04% | +785+3,270.8% | Added |
| Asset Planning,Inc | 790 | $97.6K | 0.08% | +3+0.4% | Added |
| TFC Financial Management | 787 | $97.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 772 | $95.4K | 0.01% | +97+14.4% | Added |
| Park Place Capital Corp | 772 | $95.3K | 0.03% | −377−32.8% | Reduced |
| Cloud Capital Management, LLC | 772 | $95.0K | 0.07% | +772 | New |
| Gleason Group, Inc. | 760 | $93.8K | 0.02% | +7+0.9% | Added |
| Rialto Wealth Management, LLC | 753 | $93.0K | 0.03% | +9+1.2% | Added |
| Motco | 749 | $92.5K | 0.01% | +23+3.2% | Added |
| Sound Income Strategies, LLC | 743 | $91.8K | 0.01% | +123+19.8% | Added |
| Beaird Harris Wealth Management, LLC | 734 | $90.6K | 0.01% | −9−1.2% | Reduced |
| Avion Wealth | 793 | $90.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 724 | $89.4K | 0.03% | +4+0.6% | Added |
| New Millennium Group LLC | 712 | $87.9K | 0.06% | −860−54.7% | Reduced |
| Glen Eagle Advisors, LLC | 710 | $87.7K | 0.01% | +18+2.6% | Added |
| Clark Wealth Partners | 700 | $86.5K | 0.06% | +27+4.0% | Added |
| Kentucky Trust Co | 700 | $86.4K | 0.05% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 697 | $86.1K | 0.05% | +5+0.7% | Added |
| Toth Financial Advisory Corp | 682 | $84.2K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 679 | $83.8K | 0.09% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 650 | $80.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 648 | $80.0K | 0.04% | −95−12.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 644 | $79.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 604 | $78.3K | 0.05% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $77.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 623 | $76.9K | 0.02% | +18+3.0% | Added |
| PFS Partners, LLC | 621 | $76.7K | 0.04% | +4+0.6% | Added |
| Main Street Group, LTD | 616 | $76.1K | 0.03% | +1+0.2% | Added |
| Basso Capital Management, L.P. | 612 | $75.6K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $75.3K | 0.03% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 605 | $74.7K | 0.05% | +605 | New |
| Murphy & Mullick Capital Management Corp | 603 | $74.5K | 0.07% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 584 | $72.1K | 0.00% | +537+1,142.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $70.9K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 573 | $70.8K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 562 | $69.4K | 0.04% | +25+4.7% | Added |
| Duncker Streett & Co Inc | 556 | $68.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 549 | $67.8K | 0.04% | +5+0.9% | Added |
| Sarver Vrooman Wealth Advisors | 547 | $67.5K | 0.04% | +547 | New |
| MorganRosel Wealth Management, LLC | 546 | $67.4K | 0.02% | +546 | New |
| Pittenger & Anderson Inc | 543 | $67.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $66.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 529 | $65.3K | 0.00% | +3+0.6% | Added |
| Catalyst Capital Advisors LLC | 527 | $65.1K | 0.00% | +164+45.2% | Added |
| Wealth Preservation Advisors, LLC | 517 | $63.8K | 0.05% | +517 | New |
| Key Financial Inc | 514 | $63.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 503 | $62.1K | 0.01% | +131+35.2% | Added |
| Painted Porch Advisors LLC | 503 | $62.1K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $61.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $61.7K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $61.7K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $61.7K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 498 | $61.5K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 496 | $61.0K | 0.01% | +124+33.3% | Added |
| Stonebridge Financial Group, LLC | 488 | $60.3K | 0.01% | −87−15.1% | Reduced |
| Millstone Evans Group, LLC | 481 | $59.4K | 0.04% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 474 | $58.5K | 0.03% | +474 | New |
| Crowley Wealth Management, Inc. | 455 | $56.2K | 0.05% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 450 | $55.6K | 0.03% | +250+125.0% | Added |
| Pin Oak Investment Advisors Inc | 485 | $55.0K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 432 | $53.7K | 0.02% | +3+0.7% | Added |
| SBI Securities Co., Ltd. | 426 | $52.6K | 0.00% | −2−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 421 | $52.0K | 0.03% | +180+74.7% | Added |
| eCIO, Inc. | 50,000 | $50.4K | 0.02% | +50,000 | New |
| Whipplewood Advisors, LLC | 324 | $49.5K | 0.03% | −77−19.2% | Reduced |
| Costello Asset Management, INC | 400 | $49.4K | 0.02% | +400 | New |
| Sofos Investments, Inc. | 397 | $49.0K | 0.01% | +397 | New |
| Evolution Advisers, Inc. | 400 | $49.0K | 0.03% | −3−0.7% | Reduced |
| Ogorek Anthony Joseph | 393 | $48.0K | 0.02% | +374+1,968.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 385 | $47.5K | 0.01% | +385 | New |
| PrairieView Partners, LLC | 383 | $47.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $44.2K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $44.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $43.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 336 | $41.5K | 0.01% | +86+34.4% | Added |
| CBIZ Investment Advisory Services, LLC | 335 | $41.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 330 | $40.7K | 0.03% | +330 | New |
| Bellwether Advisors, LLC | 329 | $40.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 322 | $39.8K | 0.02% | +1+0.3% | Added |
| Private Wealth Management Group, LLC | 321 | $39.6K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 321 | $39.6K | 0.02% | −235−42.3% | Reduced |