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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 18,656 | $2.30M | 0.08% | −754−3.9% | Reduced |
| Patten & Patten Inc | 18,648 | $2.30M | 0.15% | −1,275−6.4% | Reduced |
| Toroso Investments, LLC | 18,581 | $2.29M | 0.02% | −4,335−18.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,578 | $2.29M | 0.03% | −710−3.7% | Reduced |
| Mattern Wealth Management LLC | 18,411 | $2.27M | 0.50% | −1,577−7.9% | Reduced |
| Banque Cantonale Vaudoise | 18,367 | $2.27M | 0.10% | +18,367 | New |
| Stratos Wealth Partners, LTD. | 18,344 | $2.27M | 0.03% | −1,209−6.2% | Reduced |
| Regions Financial Corp | 18,226 | $2.25M | 0.02% | −314−1.7% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.24M | 0.99% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 17,869 | $2.21M | 1.98% | +17,848+84,990.5% | Added |
| Bessemer Group Inc | 17,756 | $2.19M | 0.00% | −11,847−40.0% | Reduced |
| Synovus Financial Corp | 17,743 | $2.19M | 0.03% | −969−5.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,671 | $2.18M | 0.03% | −96−0.5% | Reduced |
| HBK Sorce Advisory LLC | 17,638 | $2.18M | 0.06% | +64+0.4% | Added |
| National Asset Management, Inc. | 17,628 | $2.18M | 0.07% | −340−1.9% | Reduced |
| Hancock Whitney Corp | 17,575 | $2.17M | 0.07% | +304+1.8% | Added |
| Snowden Capital Advisors LLC | 17,504 | $2.16M | 0.07% | −476−2.6% | Reduced |
| XML Financial, LLC | 17,456 | $2.16M | 0.20% | −47−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,452 | $2.15M | 0.08% | 00.0% | Unchanged |
| Inscription Capital, LLC | 13,153 | $2.15M | 0.36% | +13,153 | New |
| Burney Co | 17,364 | $2.14M | 0.08% | −645−3.6% | Reduced |
| Profund Advisors LLC | 17,345 | $2.14M | 0.09% | −20.0% | Reduced |
| Huntleigh Advisors, Inc. | 17,208 | $2.12M | 0.35% | +500+3.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.11M | 0.20% | 00.0% | Unchanged |
| Simplex Trading, LLC | 17,120 | $2.11M | 0.07% | +5,721+50.2% | Added |
| Vinva Investment Management Ltd | 17,349 | $2.11M | 0.09% | +107+0.6% | Added |
| F/M Investments LLC | 17,092 | $2.11M | 0.08% | −696−3.9% | Reduced |
| Avantax Planning Partners, Inc. | 17,067 | $2.11M | 0.07% | −1,082−6.0% | Reduced |
| Wisconsin Capital Management LLC | 17,030 | $2.10M | 1.34% | −1,300−7.1% | Reduced |
| Auxier Asset Management | 17,017 | $2.10M | 0.31% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 16,880 | $2.08M | 1.09% | −340−2.0% | Reduced |
| Cobblestone Capital Advisors LLC | 16,765 | $2.07M | 0.11% | −560−3.2% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.07M | 0.34% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 16,452 | $2.03M | 0.39% | +268+1.7% | Added |
| Keystone Wealth Services, LLC | 16,418 | $2.03M | 0.55% | −265−1.6% | Reduced |
| Neville Rodie & Shaw Inc | 16,403 | $2.02M | 0.16% | −125−0.8% | Reduced |
| Allstate Corp | 16,355 | $2.02M | 0.06% | +3,926+31.6% | Added |
| Mesirow Financial Investment Management, Inc. | 16,306 | $2.01M | 0.04% | +50+0.3% | Added |
| Cercano Management LLC | 16,290 | $2.01M | 0.06% | −22,669−58.2% | Reduced |
| Wilkins Investment Counsel Inc | 16,262 | $2.01M | 0.29% | −287−1.7% | Reduced |
| GTS Securities LLC | 16,210 | $2.00M | 0.09% | −4,224−20.7% | Reduced |
| Vident Advisory, LLC | 15,912 | $1.97M | 0.03% | +3,850+31.9% | Added |
| Dorsey & Whitney Trust CO LLC | 15,754 | $1.95M | 0.11% | −1,073−6.4% | Reduced |
| FourThought Financial Partners, LLC | 15,682 | $1.94M | 0.20% | −5,700−26.7% | Reduced |
| William B. Walkup & Associates, Inc. | 15,662 | $1.93M | 1.18% | +628+4.2% | Added |
| PFG Investments, LLC | 15,647 | $1.93M | 0.12% | +343+2.2% | Added |
| South State Corp. | 15,628 | $1.93M | 0.09% | +5,918+60.9% | Added |
| Great Valley Advisor Group, Inc. | 15,581 | $1.92M | 0.04% | −114−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,474 | $1.91M | 0.01% | +1,931+14.3% | Added |
| Principal Securities, Inc. | 16,739 | $1.91M | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,439 | $1.91M | 0.07% | −1,110−6.7% | Reduced |
| Empirical Finance, LLC | 15,426 | $1.90M | 0.12% | +301+2.0% | Added |
| Independent Solutions Wealth Management, LLC | 15,323 | $1.89M | 0.42% | +123+0.8% | Added |
| Harvest Portfolios Group Inc. | 15,315 | $1.89M | 0.06% | +1,855+13.8% | Added |
| LRT Capital Management, LLC | 15,237 | $1.88M | 1.29% | +7,405+94.5% | Added |
| Vestmark Advisory Solutions, Inc. | 15,216 | $1.88M | 0.05% | +5,967+64.5% | Added |
| Koshinski Asset Management, Inc. | 15,066 | $1.86M | 0.16% | −131−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 15,019 | $1.85M | 0.05% | +836+5.9% | Added |
| Stephens Inc | 14,984 | $1.85M | 0.03% | −30.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 14,962 | $1.85M | 0.18% | +14,962 | New |
| Caldwell Trust Co | 14,924 | $1.84M | 0.20% | +691+4.9% | Added |
| Assenagon Asset Management S.A. | 14,893 | $1.84M | 0.00% | −558,599−97.4% | Reduced |
| Bayesian Capital Management, LP | 14,800 | $1.83M | 0.30% | +14,800 | New |
| Crescent Sterling, Ltd. | 14,747 | $1.82M | 1.87% | −25−0.2% | Reduced |
| Haverford Trust Co | 14,745 | $1.82M | 0.02% | −269−1.8% | Reduced |
| Capital Advisors Inc | 14,707 | $1.82M | 0.04% | −171−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,672 | $1.81M | 0.07% | −292−2.0% | Reduced |
| Everett Harris & Co | 14,592 | $1.80M | 0.02% | −2,050−12.3% | Reduced |
| Harbour Investment Management LLC | 14,521 | $1.79M | 0.81% | −150−1.0% | Reduced |
| Curbstone Financial Management Corp | 14,504 | $1.79M | 0.38% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14,484 | $1.79M | 0.03% | −715−4.7% | Reduced |
| Apollon Wealth Management, LLC | 14,474 | $1.79M | 0.04% | +608+4.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,403 | $1.78M | 0.02% | +1,567+12.2% | Added |
| CAPROCK Group, Inc. | 14,375 | $1.78M | 0.05% | +3,203+28.7% | Added |
| Carret Asset Management, LLC | 14,338 | $1.77M | 0.20% | −2,498−14.8% | Reduced |
| Kovack Advisors, Inc. | 14,324 | $1.77M | 0.19% | +12,034+525.5% | Added |
| Terry L. Blaker | 14,201 | $1.75M | 0.07% | −2,379−14.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.75M | 0.23% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 14,035 | $1.73M | 0.03% | +4,932+54.2% | Added |
| Savant Capital, LLC | 14,015 | $1.73M | 0.01% | −137−1.0% | Reduced |
| NFJ Investment Group, LLC | 13,903 | $1.72M | 0.06% | −654−4.5% | Reduced |
| Mutual Advisors, LLC | 16,464 | $1.71M | 0.05% | −388−2.3% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.71M | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,825 | $1.71M | 0.05% | −110−0.8% | Reduced |
| Bank Ozk | 13,780 | $1.70M | 0.71% | +2,925+26.9% | Added |
| Segment Wealth Management, LLC | 13,700 | $1.69M | 0.11% | +3,233+30.9% | Added |
| Farther Finance Advisors, LLC | 13,558 | $1.69M | 0.04% | +5,372+65.6% | Added |
| Marion Wealth Management | 13,634 | $1.68M | 0.45% | +379+2.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,527 | $1.67M | 1.60% | −320−2.3% | Reduced |
| Clearstead Advisors, LLC | 13,452 | $1.66M | 0.03% | +444+3.4% | Added |
| CWC Advisors, LLC. | 13,439 | $1.66M | 0.94% | +3,696+37.9% | Added |
| Private Capital Management, LLC | 13,197 | $1.63M | 0.18% | +51+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,182 | $1.63M | 0.07% | +399+3.1% | Added |
| YHB Investment Advisors, Inc. | 13,165 | $1.63M | 0.14% | +273+2.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,135 | $1.62M | 0.03% | +22+0.2% | Added |
| First National Bank of Omaha | 13,123 | $1.62M | 0.11% | −437−3.2% | Reduced |
| Tweedy, Browne Co LLC | 13,101 | $1.62M | 0.14% | −370−2.7% | Reduced |
| Paragon Capital Management LLC | 12,989 | $1.60M | 0.92% | −278−2.1% | Reduced |
| Spears Abacus Advisors LLC | 12,947 | $1.60M | 0.03% | +1,256+10.7% | Added |
| Exeter Financial, LLC | 12,940 | $1.60M | 0.72% | +210+1.6% | Added |