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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 28,481 | $3.52M | 0.04% | +2,007+7.6% | Added |
| Glass Wealth Management Co LLC | 28,229 | $3.49M | 2.09% | −1,880−6.2% | Reduced |
| Kentucky Retirement Systems | 28,185 | $3.48M | 0.11% | −579−2.0% | Reduced |
| Metis Global Partners, LLC | 28,155 | $3.48M | 0.10% | +3,004+11.9% | Added |
| Holocene Advisors, LP | 28,092 | $3.47M | 0.01% | −506,201−94.7% | Reduced |
| Atria Wealth Solutions, Inc. | 27,834 | $3.44M | 0.04% | +1,985+7.7% | Added |
| Federated Hermes, Inc. | 27,541 | $3.40M | 0.01% | −32,742−54.3% | Reduced |
| Riverview Capital Advisers, LLC | 27,530 | $3.40M | 1.07% | −345−1.2% | Reduced |
| Westchester Capital Management, LLC | 27,500 | $3.40M | 0.20% | +27,500 | New |
| Hilltop Holdings Inc. | 27,462 | $3.39M | 0.21% | +807+3.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,238 | $3.36M | 0.03% | −9,031−24.9% | Reduced |
| Central Trust Co | 27,071 | $3.34M | 0.08% | −1,013−3.6% | Reduced |
| Norinchukin Bank, The | 27,039 | $3.34M | 0.06% | +4,227+18.5% | Added |
| Cardinal Capital Management | 26,690 | $3.30M | 0.51% | +880+3.4% | Added |
| Citizens National Bank Trust Department | 26,487 | $3.27M | 0.70% | −747−2.7% | Reduced |
| Candriam Luxembourg S.C.A. | 26,272 | $3.24M | 0.02% | −3,790−12.6% | Reduced |
| Principle Wealth Partners LLC | 26,204 | $3.24M | 0.23% | 00.0% | Unchanged |
| First Manhattan Co | 26,079 | $3.22M | 0.01% | −380−1.4% | Reduced |
| Voleon Capital Management LP | 25,961 | $3.21M | 0.25% | −514−1.9% | Reduced |
| Sonora Investment Management Group, LLC | 25,896 | $3.20M | 0.25% | −300−1.1% | Reduced |
| Fifth Third Bancorp | 25,567 | $3.16M | 0.01% | +328+1.3% | Added |
| Intech Investment Management LLC | 25,336 | $3.13M | 0.03% | −13,986−35.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 25,240 | $3.12M | 0.09% | −6,000−19.2% | Reduced |
| Hartford Investment Management Co | 25,216 | $3.11M | 0.11% | −260−1.0% | Reduced |
| Equitable Trust Co | 25,008 | $3.09M | 0.17% | −321−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,957 | $3.08M | 0.04% | +1,257+5.3% | Added |
| Tocqueville Asset Management L.P. | 24,957 | $3.08M | 0.05% | −1,660−6.2% | Reduced |
| TD Private Client Wealth LLC | 24,664 | $3.05M | 0.08% | −1,547−5.9% | Reduced |
| Johnson Investment Counsel Inc | 24,284 | $3.00M | 0.03% | −5,701−19.0% | Reduced |
| Gulf International Bank (UK) Ltd | 24,211 | $2.99M | 0.10% | −8,981−27.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,159 | $2.98M | 0.98% | +188+0.8% | Added |
| Davenport & Co LLC | 24,039 | $2.97M | 0.02% | +246+1.0% | Added |
| Ameritas Investment Partners, Inc. | 23,916 | $2.95M | 0.10% | +17+0.1% | Added |
| DT Investment Partners, LLC | 23,670 | $2.92M | 0.28% | −7,104−23.1% | Reduced |
| Atria Investments LLC | 23,601 | $2.91M | 0.04% | +4,348+22.6% | Added |
| RSM US Wealth Management LLC | 23,532 | $2.91M | 0.05% | −543−2.3% | Reduced |
| Thrivent Financial for Lutherans | 23,310 | $2.90M | 0.01% | −23,589−50.3% | Reduced |
| Americana Partners, LLC | 23,475 | $2.90M | 0.11% | +1,813+8.4% | Added |
| Rockline Wealth Management, LLC | 23,466 | $2.90M | 0.81% | +1,002+4.5% | Added |
| Kintayl Capital LP | 23,114 | $2.85M | 2.05% | +23,114 | New |
| WCM Investment Management, LLC | 23,395 | $2.85M | 0.01% | −838−3.5% | Reduced |
| Oak Thistle LLC | 22,532 | $2.78M | 0.56% | +15,496+220.2% | Added |
| Silvercrest Asset Management Group LLC | 22,337 | $2.76M | 0.02% | +1,669+8.1% | Added |
| Louisiana State Employees Retirement System | 22,200 | $2.74M | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 22,122 | $2.73M | 0.10% | −2,533−10.3% | Reduced |
| Clearwater Capital Advisors, LLC | 22,097 | $2.73M | 0.26% | +22,097 | New |
| M&G Plc | 22,152 | $2.72M | 0.01% | −1,464−6.2% | Reduced |
| Securian Asset Management, Inc | 21,886 | $2.70M | 0.08% | −309−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,804 | $2.69M | 0.05% | −1,173−5.1% | Reduced |
| Qsemble Capital Management, LP | 21,788 | $2.69M | 0.29% | +21,788 | New |
| Engineers Gate Manager LP | 21,740 | $2.68M | 0.05% | −127,988−85.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 21,576 | $2.66M | 0.16% | +519+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 21,537 | $2.66M | 0.10% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 21,495 | $2.62M | 0.04% | −696−3.1% | Reduced |
| Brinker Capital Investments, LLC | 21,129 | $2.61M | 0.03% | +2,012+10.5% | Added |
| Orion Portfolio Solutions, LLC | 21,129 | $2.61M | 0.03% | +2,012+10.5% | Added |
| Community Bank, N.A. | 21,084 | $2.60M | 0.35% | +927+4.6% | Added |
| Groupama Asset Managment | 21,257 | $2.59M | 0.05% | −543−2.5% | Reduced |
| Financial Counselors Inc | 20,919 | $2.58M | 0.04% | −1,110−5.0% | Reduced |
| Compass Wealth Management LLC | 20,629 | $2.55M | 0.65% | +19,068+1,221.5% | Added |
| First Nebraska Trust Co | 20,593 | $2.54M | 0.25% | −155−0.7% | Reduced |
| SWS Partners | 20,572 | $2.54M | 0.83% | −775−3.6% | Reduced |
| Somerset Trust Co | 20,550 | $2.54M | 0.90% | +748+3.8% | Added |
| Wealthspire Advisors, LLC | 20,526 | $2.53M | 0.02% | +10,086+96.6% | Added |
| Carnegie Capital Asset Management, LLC | 26,060 | $2.53M | 0.06% | +4,686+21.9% | Added |
| Azzad Asset Management Inc | 20,430 | $2.52M | 0.30% | +20,430 | New |
| Argyle Capital Management Inc. | 20,417 | $2.52M | 0.94% | +480+2.4% | Added |
| Becker Capital Management Inc | 20,371 | $2.52M | 0.08% | −239−1.2% | Reduced |
| GeoSphere Capital Management, LLC | 20,356 | $2.51M | 2.93% | +20,356 | New |
| Crossmark Global Holdings, Inc. | 20,325 | $2.51M | 0.04% | +1,250+6.6% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,219 | $2.50M | 1.42% | −10,010−33.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 20,115 | $2.48M | 0.85% | +232+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,079 | $2.48M | 0.08% | +5,445+37.2% | Added |
| Lighthouse Investment Partners, LLC | 20,000 | $2.47M | 0.11% | +15,820+378.5% | Added |
| Engine Capital Management, LP | 20,000 | $2.47M | 0.47% | +20,000 | New |
| Herold Advisors, Inc. | 19,923 | $2.46M | 0.54% | −4,598−18.8% | Reduced |
| Intrust Bank NA | 19,860 | $2.45M | 0.24% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 19,826 | $2.45M | 0.20% | −1,415−6.7% | Reduced |
| Delta Global Management LP | 19,778 | $2.44M | 0.18% | +19,778 | New |
| Acadian Asset Management LLC | 19,674 | $2.43M | 0.01% | −8,565−30.3% | Reduced |
| DCM Advisors, LLC | 19,745 | $2.42M | 1.29% | −979−4.7% | Reduced |
| QRG Capital Management, Inc. | 19,603 | $2.42M | 0.03% | −22,054−52.9% | Reduced |
| Cheviot Value Management, LLC | 22,592 | $2.42M | 0.30% | +2,041+9.9% | Added |
| Brevan Howard Capital Management LP | 19,529 | $2.41M | 0.07% | +19,529 | New |
| Brookstone Capital Management | 19,516 | $2.41M | 0.03% | −1,048−5.1% | Reduced |
| Commerzbank Aktiengesellschaft | 19,479 | $2.41M | 0.06% | −3,265−14.4% | Reduced |
| Summit Financial, LLC | 19,461 | $2.40M | 0.07% | −280−1.4% | Reduced |
| Hartford Financial Management Inc. | 19,456 | $2.40M | 0.50% | −340−1.7% | Reduced |
| KMG Fiduciary Partners, LLC | 19,416 | $2.40M | 0.20% | +1,399+7.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 19,392 | $2.39M | 1.12% | −44−0.2% | Reduced |
| New Mexico Educational Retirement Board | 19,328 | $2.39M | 0.09% | −600−3.0% | Reduced |
| River Wealth Advisors LLC | 19,325 | $2.39M | 0.33% | −2,832−12.8% | Reduced |
| Maryland State Retirement & Pension System | 19,298 | $2.38M | 0.06% | −2,745−12.5% | Reduced |
| International Assets Investment Management, LLC | 19,260 | $2.38M | 0.21% | −757−3.8% | Reduced |
| IFP Advisors, Inc | 19,128 | $2.36M | 0.07% | +11,910+165.0% | Added |
| Cresset Asset Management, LLC | 19,075 | $2.36M | 0.01% | −947−4.7% | Reduced |
| City Holding Co | 19,015 | $2.35M | 0.33% | −50−0.3% | Reduced |
| PFW Advisors LLC | 18,982 | $2.34M | 0.73% | +87+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 18,877 | $2.33M | 0.07% | +463+2.5% | Added |
| Tiaa Trust, National Association | 18,777 | $2.32M | 0.01% | +1,172+6.7% | Added |