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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; 2,108 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.

Institutional holdersQ1 2025: 1,795 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ1 2025: $37.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2024.

Institutions holding PSX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Human Investing LLC0$00.00%−264−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−250−100.0%Sold out
Values First Advisors, Inc.0$00.00%−231−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−224−100.0%Sold out
Fedenia Advisers LLC0$00.00%−186−100.0%Sold out
Mainstream Capital Management LLC0$00.00%−168−100.0%Sold out
Legacy Bridge, LLC0$00.00%−161−100.0%Sold out
GKV Capital Management Co., Inc.0$00.00%−156−100.0%Sold out
Clear Street Markets LLC0$00.00%−100−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−100−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−96−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−89−100.0%Sold out
Optiver Holding B.V.0$00.00%−83−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−81−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−62−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−49−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−38−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−30−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−26−100.0%Sold out
BankPlus Trust Department0$00.00%−26−100.0%Sold out
Country Trust Bank0$00.00%−19−100.0%Sold out
Caitlin John, LLC0$00.00%−14−100.0%Sold out
Anderson Financial Strategies, LLC0$00.00%−14−100.0%Sold out
Stance Capital LLC0$00.00%−7−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−5−100.0%Sold out
Tucker Asset Management LLC0$00.00%−5−100.0%Sold out
Fairman Group, LLC0$00.00%−4−100.0%Sold out
Pillar Financial Advisors, LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Buckingham Capital Management, Inc.––––Not filed
Fernwood Investment Management, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Hilltop National Bank––––Not filed
Edge Capital Group, LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
TrinityPoint Wealth, LLC––––Not filed
SignalPoint Asset Management, LLC––––Not filed
Kolinsky Wealth Management, LLC––––Not filed
Montchanin Asset Management, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Passumpsic Savings Bank––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Wintrust Investments LLC––––Not filed
Bray Capital Advisors––––Not filed
Lakeview Capital Partners, LLC––––Not filed
Private Portfolio Partners LLC––––Not filed
Lantern Wealth Advisors, LLC––––Not filed
Blue Capital, Inc.––––Not filed
Criterion Capital Advisors, LLC––––Not filed
WR Wealth Planners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Northwest Bank & Trust Co––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
RE Dickinson Investment Advisors, LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed