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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 44,360 | $5.41M | 0.00% | +10,057+29.3% | Added |
| Generali Asset Management SPA SGR | 43,484 | $5.37M | 0.13% | +15,874+57.5% | Added |
| Level Four Advisory Services, LLC | 43,307 | $5.35M | 0.22% | +5,849+15.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 43,127 | $5.33M | 0.02% | −25,783−37.4% | Reduced |
| Ieq Capital, LLC | 42,938 | $5.30M | 0.04% | +18,939+78.9% | Added |
| Colonial Trust Advisors | 42,795 | $5.28M | 0.47% | +313+0.7% | Added |
| Canal Insurance CO | 42,500 | $5.25M | 1.24% | +10,000+30.8% | Added |
| King Luther Capital Management Corp | 42,383 | $5.23M | 0.02% | +288+0.7% | Added |
| AlTi Global, Inc. | 42,232 | $5.21M | 0.14% | −20,594−32.8% | Reduced |
| OP Asset Management Ltd | 42,097 | $5.20M | 0.09% | +42,097 | New |
| Bokf, NA | 41,439 | $5.12M | 0.09% | +4,874+13.3% | Added |
| Coldstream Capital Management Inc | 41,283 | $5.10M | 0.11% | +1,048+2.6% | Added |
| CCM Investment Group, LLC | 41,683 | $5.08M | 0.54% | −747−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 40,865 | $5.05M | 0.96% | −603−1.5% | Reduced |
| Texas Yale Capital Corp. | 40,698 | $5.03M | 0.21% | −10,325−20.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 40,647 | $5.02M | 0.33% | +15,856+64.0% | Added |
| Trajan Wealth LLC | 40,641 | $5.02M | 0.27% | +1,521+3.9% | Added |
| Atlantic Union Bankshares Corp | 40,561 | $5.01M | 0.30% | −1,452−3.5% | Reduced |
| Bremer Bank National Association | 40,553 | $5.01M | 0.89% | +3,588+9.7% | Added |
| Montgomery Investment Management Inc | 40,495 | $5.00M | 1.99% | +100.0% | Added |
| Sienna Gestion | 41,182 | $4.94M | 0.41% | −2,687−6.1% | Reduced |
| Heritage Trust Co | 39,907 | $4.93M | 0.60% | +2,207+5.9% | Added |
| Quotient Wealth Partners, LLC | 39,410 | $4.87M | 0.16% | +3,736+10.5% | Added |
| Aptus Capital Advisors, LLC | 39,321 | $4.86M | 0.06% | +13,592+52.8% | Added |
| Navellier & Associates Inc | 45,278 | $4.84M | 0.67% | −7,552−14.3% | Reduced |
| Brady Family Wealth, LLC | 38,990 | $4.81M | 1.54% | +2,362+6.4% | Added |
| Omers Administration Corp | 38,952 | $4.81M | 0.04% | +20,670+113.1% | Added |
| Shorepoint Capital Partners LLC | 38,814 | $4.79M | 1.08% | +1,157+3.1% | Added |
| Huntington National Bank | 38,486 | $4.75M | 0.03% | −201−0.5% | Reduced |
| Meyer Handelman Co | 38,472 | $4.75M | 0.17% | −137−0.4% | Reduced |
| Colonial Trust Co | 38,100 | $4.70M | 0.73% | +168+0.4% | Added |
| Rothschild Investment LLC | 37,936 | $4.68M | 0.31% | −216−0.6% | Reduced |
| CWM, LLC | 37,800 | $4.67M | 0.02% | +6,951+22.5% | Added |
| United Capital Financial Advisers, LLC | 37,772 | $4.66M | 0.04% | +3,002+8.6% | Added |
| Umb Bank N A | 37,506 | $4.63M | 0.08% | +571+1.5% | Added |
| Farmers & Merchants Investments Inc | 37,469 | $4.63M | 0.15% | −525−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 37,747 | $4.60M | 0.02% | +37,747 | New |
| Cary Street Partners Financial LLC | 37,149 | $4.59M | 0.15% | −885−2.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 36,943 | $4.56M | 0.59% | +1,987+5.7% | Added |
| Parsons Capital Management Inc | 36,718 | $4.53M | 0.25% | −793−2.1% | Reduced |
| HM Payson & Co | 36,692 | $4.53M | 0.08% | −634−1.7% | Reduced |
| River Road Asset Management, LLC | 36,647 | $4.53M | 0.06% | +36,647 | New |
| Ancora Advisors, LLC | 36,509 | $4.51M | 0.10% | +121+0.3% | Added |
| New Age Alpha Advisors, LLC | 36,020 | $4.45M | 0.20% | +27,400+317.9% | Added |
| Gladstone Institutional Advisory LLC | 35,866 | $4.43M | 0.21% | +3,331+10.2% | Added |
| Altrius Capital Management Inc | 35,855 | $4.43M | 1.08% | +1,409+4.1% | Added |
| Oregon Public Employees Retirement Fund | 35,849 | $4.43M | 0.09% | +420+1.2% | Added |
| Invesco, LLC | 35,791 | $4.42M | 1.82% | −115−0.3% | Reduced |
| Oppenheimer & Co Inc | 35,676 | $4.41M | 0.07% | −11,277−24.0% | Reduced |
| Private Advisor Group, LLC | 35,579 | $4.39M | 0.03% | −1,311−3.6% | Reduced |
| Capital Fund Management S.A. | 35,517 | $4.39M | 0.06% | −123,619−77.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,467 | $4.38M | 0.00% | +219+0.6% | Added |
| Strategic Planning Group, LLC | 35,348 | $4.36M | 0.85% | +6,774+23.7% | Added |
| Ashton Thomas Private Wealth, LLC | 35,186 | $4.34M | 0.17% | +3,296+10.3% | Added |
| Bryn Mawr Trust Co | 35,046 | $4.33M | 0.08% | +131+0.4% | Added |
| Woodline Partners LP | 34,891 | $4.31M | 0.03% | +10,089+40.7% | Added |
| Squarepoint Ops LLC | 34,651 | $4.28M | 0.01% | −8,527−19.7% | Reduced |
| Nations Financial Group Inc, | 34,279 | $4.23M | 0.32% | −6,448−15.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 33,927 | $4.19M | 0.02% | −613−1.8% | Reduced |
| Balyasny Asset Management LLC | 33,804 | $4.17M | 0.01% | −416,363−92.5% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.17M | 2.98% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 33,778 | $4.17M | 0.03% | +1,031+3.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,632 | $4.15M | 0.60% | +1,455+4.5% | Added |
| Community Bank & Trust, Waco, Texas | 33,563 | $4.14M | 0.98% | +40+0.1% | Added |
| Alpha Omega Wealth Management LLC | 33,495 | $4.14M | 0.79% | +557+1.7% | Added |
| Steel Peak Wealth Management LLC | 33,357 | $4.12M | 0.18% | +33,357 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,251 | $4.11M | 0.69% | +9,020+37.2% | Added |
| Chatham Capital Group, Inc. | 33,155 | $4.09M | 0.68% | −325−1.0% | Reduced |
| Mizuho Securities USA LLC | 33,068 | $4.08M | 0.09% | −6,074−15.5% | Reduced |
| Miracle Mile Advisors, LLC | 33,066 | $4.08M | 0.08% | −736−2.2% | Reduced |
| Ossiam | 33,061 | $4.08M | 0.06% | +33,061 | New |
| Pinnacle Associates Ltd | 32,948 | $4.07M | 0.06% | −195−0.6% | Reduced |
| Clearbridge Investments, LLC | 32,933 | $4.07M | 0.00% | −584−1.7% | Reduced |
| Vontobel Holding Ltd. | 32,823 | $4.05M | 0.01% | −2,554−7.2% | Reduced |
| Northeast Financial Consultants Inc | 32,720 | $4.04M | 0.18% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $4.02M | 1.08% | +1,209+3.9% | Added |
| McDonald Partners LLC | 32,312 | $4.00M | 1.04% | −174−0.5% | Reduced |
| NEOS Investment Management LLC | 32,348 | $3.99M | 0.08% | +6,261+24.0% | Added |
| Tower Research Capital LLC (TRC) | 31,951 | $3.95M | 0.12% | +11,933+59.6% | Added |
| Elo Mutual Pension Insurance Co | 31,826 | $3.93M | 0.09% | −6,373−16.7% | Reduced |
| Beacon Financial Group | 31,459 | $3.88M | 0.42% | −3,320−9.5% | Reduced |
| KBC Group NV | 31,433 | $3.88M | 0.01% | −3,769−10.7% | Reduced |
| Sequoia Financial Advisors, LLC | 30,883 | $3.81M | 0.03% | +1,351+4.6% | Added |
| Independent Advisor Alliance | 30,820 | $3.81M | 0.13% | +3,080+11.1% | Added |
| First American Bank | 30,261 | $3.74M | 0.28% | −93−0.3% | Reduced |
| Two Sigma Investments, LP | 30,200 | $3.73M | 0.01% | +156+0.5% | Added |
| Arkadios Wealth Advisors | 30,188 | $3.73M | 0.14% | −18,712−38.3% | Reduced |
| Concurrent Investment Advisors, LLC | 30,055 | $3.71M | 0.09% | +9,376+45.3% | Added |
| Everence Capital Management Inc | 30,050 | $3.71M | 0.25% | +3,430+12.9% | Added |
| Northwest & Ethical Investments L.P. | 29,748 | $3.67M | 0.10% | +8,796+42.0% | Added |
| Ellerson Group Inc | 29,747 | $3.67M | 2.92% | +326+1.1% | Added |
| Fundamentun, LLC | 29,683 | $3.67M | 0.20% | +5,762+24.1% | Added |
| Benjamin Edwards Inc | 29,447 | $3.64M | 0.05% | −3,392−10.3% | Reduced |
| Baxter Bros Inc | 29,437 | $3.63M | 0.48% | +287+1.0% | Added |
| HB Wealth Management, LLC | 29,276 | $3.62M | 0.03% | +6,737+29.9% | Added |
| Virginia Wealth Management Group, Inc. | 29,137 | $3.60M | 2.22% | −1,176−3.9% | Reduced |
| SevenBridge Financial Group, LLC | 30,224 | $3.59M | 0.71% | +3,016+11.1% | Added |
| German American Bancorp, Inc. | 28,701 | $3.54M | 0.38% | +447+1.6% | Added |
| Resources Investment Advisors, LLC. | 28,635 | $3.54M | 0.04% | −117−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 28,575 | $3.53M | 0.04% | −18,626−39.5% | Reduced |