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 |
|---|---|---|---|---|---|
| Copia Wealth Management | 311 | $38.4K | 0.04% | −6−1.9% | Reduced |
| Hoese & Co LLP | 302 | $37.3K | 0.03% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 301 | $37.2K | 0.02% | −114−27.5% | Reduced |
| Nova Wealth Management, Inc. | 301 | $37.2K | 0.03% | +301 | New |
| Mattson Financial Services, LLC | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $37.0K | 0.03% | 00.0% | Unchanged |
| Compass Financial Services Inc | 300 | $37.0K | 0.02% | +25+9.1% | Added |
| Centerpoint Advisors, LLC | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $36.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 295 | $36.4K | 0.01% | −30−9.2% | Reduced |
| Longview Financial Advisors LLC | 286 | $35.3K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $35.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 283 | $34.9K | 0.00% | −200−41.4% | Reduced |
| Rogco, LP | 283 | $34.9K | 0.01% | −67−19.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 277 | $34.2K | 0.00% | +133+92.4% | Added |
| Trust Co | 276 | $34.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 276 | $34.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 272 | $34.0K | 0.01% | +1+0.4% | Added |
| West Branch Capital LLC | 275 | $34.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 275 | $34.0K | 0.01% | +275 | New |
| Kings Path Partners LLC | 272 | $33.6K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 270 | $33.3K | 0.01% | +1+0.4% | Added |
| Fortitude Family Office, LLC | 266 | $32.8K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 262 | $32.3K | 0.03% | +7+2.7% | Added |
| Wood Tarver Financial Group, LLC | 260 | $32.1K | 0.01% | −2−0.8% | Reduced |
| CNB Bank | 257 | $31.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 252 | $31.1K | 0.00% | +32+14.5% | Added |
| Cornerstone National Bank & Trust Co | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $30.9K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 249 | $30.8K | 0.02% | −25−9.1% | Reduced |
| SJS Investment Consulting Inc. | 249 | $30.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 249 | $30.7K | 0.01% | −5−2.0% | Reduced |
| Graney & King, LLC | 247 | $30.5K | 0.02% | +2+0.8% | Added |
| Gen-Wealth Partners Inc | 247 | $30.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 246 | $30.4K | 0.01% | +146+146.0% | Added |
| Tacita Capital Inc | 245 | $30.3K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 239 | $30.0K | 0.00% | +37+18.3% | Added |
| Bruce G. Allen Investments, LLC | 240 | $29.6K | 0.02% | +21+9.6% | Added |
| Pinpoint Asset Management Ltd | 238 | $29.4K | 0.01% | +238 | New |
| Smallwood Wealth Investment Management, LLC | 237 | $29.3K | 0.02% | +237 | New |
| Stephens Consulting, LLC | 237 | $29.3K | 0.01% | −7−2.9% | Reduced |
| Pacifica Partners Inc. | 271 | $29.0K | 0.01% | +20+8.0% | Added |
| Pacific Center for Financial Services | 233 | $28.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 231 | $28.5K | 0.01% | +231 | New |
| Financial Network Wealth Management LLC | 230 | $28.0K | 0.01% | +230 | New |
| Atlantic Edge Private Wealth Management, LLC | 219 | $27.0K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 221 | $27.0K | 0.01% | +221 | New |
| Bank & Trust Co | 217 | $26.8K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 216 | $26.7K | 0.01% | −20−8.5% | Reduced |
| Cornerstone Planning Group LLC | 259 | $26.6K | 0.01% | +47+22.2% | Added |
| Founders Capital Management | 215 | $26.5K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 207 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $24.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $24.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 199 | $24.6K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 213 | $24.3K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 200 | $24.0K | 0.01% | −76−27.5% | Reduced |
| Navigoe, LLC | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 191 | $23.6K | 0.00% | −300−61.1% | Reduced |
| Ruedi Wealth Management, Inc. | 190 | $23.5K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 189 | $23.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 189 | $23.3K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 182 | $22.5K | 0.00% | −74−28.9% | Reduced |
| ORG Wealth Partners, LLC | 176 | $21.9K | 0.01% | −54−23.5% | Reduced |
| Hallmark Capital Management Inc | 175 | $21.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 175 | $21.6K | 0.00% | +175 | New |
| YANKCOM Partnership | 174 | $21.5K | 0.01% | −100−36.5% | Reduced |
| Byrne Asset Management LLC | 173 | $21.4K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 173 | $21.4K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $21.0K | 0.01% | −8−4.3% | Reduced |
| Webster Bank, N. A. | 170 | $21.0K | 0.00% | −100−37.0% | Reduced |
| Lagoda Investment Management, L.P. | 170 | $21.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 167 | $20.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 165 | $20.4K | 0.01% | −35−17.5% | Reduced |
| Bell Investment Advisors, Inc | 164 | $20.3K | 0.00% | −132−44.6% | Reduced |
| Saudi Central Bank | 163 | $20.1K | 0.11% | +163 | New |
| Tortoise Investment Management, LLC | 160 | $19.8K | 0.00% | −473−74.7% | Reduced |
| Atticus Wealth Management, LLC | 160 | $19.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 160 | $19.8K | 0.01% | +160 | New |
| Blue Bell Private Wealth Management, LLC | 158 | $19.5K | 0.00% | +13+9.0% | Added |
| Stone House Investment Management, LLC | 157 | $19.3K | 0.00% | +157 | New |
| Friedenthal Financial | 155 | $19.2K | 0.01% | +155 | New |
| Meeder Asset Management Inc | 153 | $18.9K | 0.00% | +153 | New |
| Cape Investment Advisory, Inc. | 150 | $18.5K | 0.01% | −1−0.7% | Reduced |
| Lummis Asset Management, LP | 150 | $18.5K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 148 | $18.3K | 0.01% | +1+0.7% | Added |
| Fairscale Capital, LLC | 145 | $17.9K | 0.02% | +1+0.7% | Added |
| Clear Investment Research, LLC | 139 | $17.2K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $17.2K | 0.01% | −6,235−97.8% | Reduced |
| Harvest Fund Management Co., Ltd | 136 | $17.0K | 0.00% | +27+24.8% | Added |
| MeadowBrook Investment Advisors LLC | 137 | $16.9K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 132 | $16.3K | 0.01% | −12−8.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $16.1K | 0.07% | +50+62.5% | Added |
| Albion Financial Group | 127 | $15.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 125 | $15.0K | 0.00% | +15+13.6% | Added |
| Promus Capital, LLC | 121 | $14.9K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 120 | $14.8K | 0.00% | −8,052−98.5% | Reduced |