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
- 1,796
- +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
- 665 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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 84,805 | $10.5M | 0.13% | +19,362+29.6% | Added |
| Skba Capital Management LLC | 84,435 | $10.4M | 1.55% | −300−0.4% | Reduced |
| Pathstone Holdings, LLC | 83,664 | $10.3M | 0.04% | +28,009+50.3% | Added |
| La Banque Postale Asset Management SA | 83,256 | $10.3M | 0.16% | +14,333+20.8% | Added |
| Guggenheim Capital LLC | 83,108 | $10.3M | 0.10% | +16,785+25.3% | Added |
| ProShare Advisors LLC | 83,078 | $10.3M | 0.02% | −1,654−2.0% | Reduced |
| Daymark Wealth Partners, LLC | 82,943 | $10.2M | 0.44% | +113+0.1% | Added |
| Heritage Investors Management Corp | 82,539 | $10.2M | 0.35% | +158+0.2% | Added |
| GWM Advisors LLC | 81,525 | $10.1M | 0.06% | +2,661+3.4% | Added |
| Amalgamated Bank | 80,038 | $9.88M | 0.08% | +837+1.1% | Added |
| Teacher Retirement System of Texas | 79,556 | $9.82M | 0.04% | −50,791−39.0% | Reduced |
| British Columbia Investment Management Corp | 78,984 | $9.75M | 0.06% | −1,167−1.5% | Reduced |
| American Century Companies Inc | 78,643 | $9.71M | 0.01% | −180,796−69.7% | Reduced |
| Adell Harriman & Carpenter Inc | 78,125 | $9.65M | 0.73% | −8,021−9.3% | Reduced |
| DnB Asset Management AS | 77,390 | $9.56M | 0.04% | +75,168+3,382.9% | Added |
| Marco Investment Management LLC | 77,147 | $9.53M | 0.88% | −1,835−2.3% | Reduced |
| Kestra Advisory Services, LLC | 76,624 | $9.46M | 0.05% | −3,363−4.2% | Reduced |
| Two Sigma Advisers, LP | 76,500 | $9.45M | 0.02% | +25,800+50.9% | Added |
| Daiwa Securities Group Inc. | 76,503 | $9.45M | 0.04% | +7,751+11.3% | Added |
| Advisory Services Network, LLC | 76,385 | $9.43M | 0.18% | −5,860−7.1% | Reduced |
| Cambria Investment Management, L.P. | 76,158 | $9.40M | 0.66% | −7,557−9.0% | Reduced |
| Pacific Heights Asset Management LLC | 75,000 | $9.26M | 0.63% | −75,000−50.0% | Reduced |
| Simmons Bank | 74,319 | $9.18M | 0.69% | −1,489−2.0% | Reduced |
| WSFS Capital Management, LLC | 73,987 | $9.14M | 0.55% | −3,727−4.8% | Reduced |
| Varma Mutual Pension Insurance Co | 73,800 | $9.11M | 0.08% | −6,600−8.2% | Reduced |
| Spirit of America Management Corp | 73,536 | $9.08M | 1.84% | −1,400−1.9% | Reduced |
| Quantinno Capital Management LP | 73,174 | $9.04M | 0.06% | +34,509+89.3% | Added |
| AXA S.A. | 73,104 | $9.03M | 0.03% | −5,042−6.5% | Reduced |
| Sendero Wealth Management, LLC | 72,651 | $8.97M | 1.25% | +49,905+219.4% | Added |
| Visionary Wealth Advisors | 72,092 | $8.90M | 0.53% | +3,770+5.5% | Added |
| CIBC Asset Management Inc | 71,976 | $8.89M | 0.03% | −708−1.0% | Reduced |
| Calamos Advisors LLC | 71,944 | $8.88M | 0.04% | +801+1.1% | Added |
| Fort Point Capital Partners LLC | 71,633 | $8.85M | 0.99% | −70.0% | Reduced |
| Venture Visionary Partners LLC | 70,592 | $8.72M | 0.37% | +396+0.6% | Added |
| CIBC World Markets Inc. | 69,512 | $8.58M | 0.02% | +46,826+206.4% | Added |
| FIL Ltd | 68,664 | $8.48M | 0.01% | +68,664 | New |
| Utah Retirement Systems | 68,367 | $8.44M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 67,976 | $8.39M | 0.01% | −296,086−81.3% | Reduced |
| IFM Investors Pty Ltd | 67,621 | $8.35M | 0.09% | +4,766+7.6% | Added |
| Osborne Partners Capital Management, LLC | 66,778 | $8.25M | 0.48% | +260+0.4% | Added |
| Rodgers Brothers Inc. | 66,513 | $8.21M | 1.09% | +17,100+34.6% | Added |
| Advisors Capital Management, LLC | 63,433 | $7.83M | 0.12% | +4,002+6.7% | Added |
| Cypress Capital Group | 63,410 | $7.83M | 1.03% | −1,125−1.7% | Reduced |
| Foundation Resource Management Inc | 63,346 | $7.82M | 1.23% | −1,569−2.4% | Reduced |
| Yousif Capital Management, LLC | 61,411 | $7.58M | 0.09% | +465+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 60,743 | $7.49M | 0.02% | +19,059+45.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,922 | $7.40M | 0.07% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 59,514 | $7.35M | 0.47% | +4,046+7.3% | Added |
| Mercer Global Advisors Inc | 59,314 | $7.32M | 0.02% | −29,177−33.0% | Reduced |
| Xponance, Inc. | 59,193 | $7.31M | 0.07% | +563+1.0% | Added |
| Brown Advisory Inc | 57,294 | $7.07M | 0.01% | −14,143−19.8% | Reduced |
| Advisors Asset Management, Inc. | 56,870 | $7.02M | 0.13% | −6,476−10.2% | Reduced |
| Public Employees Retirement Association of Colorado | 56,568 | $6.99M | 0.03% | −288−0.5% | Reduced |
| Alley Investment Management Company, LLC | 56,531 | $6.98M | 0.88% | +555+1.0% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $6.88M | 2.39% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 65,636 | $6.83M | 0.10% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 55,265 | $6.82M | 0.07% | −215−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,366 | $6.71M | 0.02% | −1,092−2.0% | Reduced |
| Commerce Bank | 53,588 | $6.62M | 0.04% | −1,754−3.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 52,869 | $6.53M | 1.40% | −1,651−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 52,768 | $6.52M | 0.20% | +45,527+628.7% | Added |
| Leavell Investment Management, Inc. | 52,459 | $6.48M | 0.32% | −1,767−3.3% | Reduced |
| Telos Capital Management, Inc. | 52,415 | $6.47M | 0.71% | +1,304+2.6% | Added |
| Disciplined Investments, LLC | 51,748 | $6.39M | 2.93% | +274+0.5% | Added |
| Schroder Investment Management Group | 52,268 | $6.36M | 0.01% | −2,237−4.1% | Reduced |
| Kornitzer Capital Management Inc | 51,402 | $6.35M | 0.13% | −274−0.5% | Reduced |
| Gotham Asset Management, LLC | 51,313 | $6.34M | 0.05% | −100,217−66.1% | Reduced |
| Nissay Asset Management Corp | 51,293 | $6.33M | 0.04% | −27−0.1% | Reduced |
| Brick & Kyle, Associates | 51,808 | $6.26M | 2.87% | −875−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 50,438 | $6.23M | 0.08% | +43,100+587.4% | Added |
| RBF Capital, LLC | 50,000 | $6.17M | 0.39% | 00.0% | Unchanged |
| CIBC World Markets Corp | 49,814 | $6.15M | 0.05% | −15,614−23.9% | Reduced |
| Wealthfront Advisers LLC | 49,492 | $6.11M | 0.02% | +4,123+9.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,226 | $6.08M | 0.06% | +929+1.9% | Added |
| Illinois Municipal Retirement Fund | 49,225 | $6.08M | 0.09% | −2,392−4.6% | Reduced |
| NewSquare Capital LLC | 49,747 | $6.06M | 0.49% | −290−0.6% | Reduced |
| Mirador Capital Partners LP | 49,073 | $6.06M | 1.06% | +1,858+3.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $5.99M | 0.33% | +52,804 | New |
| Wolverine Trading, LLC | 49,087 | $5.98M | 0.19% | +27,269+125.0% | Added |
| State of Alaska, Department of Revenue | 48,396 | $5.97M | 0.07% | +1,310+2.8% | Added |
| TD Waterhouse Canada Inc. | 47,878 | $5.95M | 0.05% | +14,856+45.0% | Added |
| Park Avenue Securities LLC | 48,156 | $5.95M | 0.07% | +382+0.8% | Added |
| Scissortail Wealth Management, LLC | 48,146 | $5.95M | 1.53% | −143−0.3% | Reduced |
| Mutual of America Capital Management LLC | 48,020 | $5.93M | 0.07% | −1,449−2.9% | Reduced |
| Lido Advisors, LLC | 48,015 | $5.93M | 0.03% | +1,274+2.7% | Added |
| Dakota Wealth Management | 47,906 | $5.92M | 0.14% | −2,580−5.1% | Reduced |
| Wesbanco Bank Inc | 47,740 | $5.89M | 0.20% | −1,109−2.3% | Reduced |
| Bank of Nova Scotia | 47,545 | $5.87M | 0.01% | −193,306−80.3% | Reduced |
| Royal Fund Management, LLC | 46,986 | $5.85M | 0.70% | −3,395−6.7% | Reduced |
| Stablepoint Partners, LLC | 47,328 | $5.84M | 1.06% | +3,589+8.2% | Added |
| Swiss Life Asset Management Ltd | 46,976 | $5.80M | 0.04% | +11,320+31.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,130 | $5.74M | 0.02% | +4,425+10.4% | Added |
| Stolper Co | 46,147 | $5.70M | 1.87% | −137−0.3% | Reduced |
| Prospera Financial Services Inc | 45,932 | $5.67M | 0.13% | +15,973+53.3% | Added |
| Salem Investment Counselors Inc | 45,884 | $5.67M | 0.20% | +4,620+11.2% | Added |
| Kingsview Wealth Management, LLC | 45,870 | $5.66M | 0.11% | +5,075+12.4% | Added |
| Cohen & Steers, Inc. | 45,431 | $5.61M | 0.01% | −46,232−50.4% | Reduced |
| MAI Capital Management | 44,664 | $5.52M | 0.04% | −1,461−3.2% | Reduced |
| JustInvest LLC | 44,486 | $5.49M | 0.08% | +5,454+14.0% | Added |
| Mackenzie Financial Corp | 43,884 | $5.42M | 0.01% | +1,445+3.4% | Added |