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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 12,730 | $1.57M | 0.02% | +716+6.0% | Added |
| Evercore Wealth Management, LLC | 12,624 | $1.56M | 0.03% | 00.0% | Unchanged |
| Ar Asset Management Inc | 12,600 | $1.56M | 0.35% | 00.0% | Unchanged |
| Fruth Investment Management | 12,473 | $1.54M | 0.43% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 12,465 | $1.54M | 0.43% | −5,291−29.8% | Reduced |
| Sowell Financial Services LLC | 12,392 | $1.53M | 0.07% | +619+5.3% | Added |
| Rowland & Co Investment Counsel | 12,283 | $1.52M | 0.32% | +262+2.2% | Added |
| Sigma Planning Corp | 12,274 | $1.52M | 0.05% | −375−3.0% | Reduced |
| Counterweight Ventures, LLC | 12,237 | $1.51M | 1.08% | +687+5.9% | Added |
| Dynamic Technology Lab Private Ltd | 12,201 | $1.51M | 0.22% | +12,201 | New |
| Orca Wealth Management, LLC | 12,165 | $1.50M | 1.34% | +28+0.2% | Added |
| Dynamic Advisor Solutions LLC | 12,159 | $1.50M | 0.05% | +10.0% | Added |
| Buckingham Strategic Partners | 12,151 | $1.50M | 0.02% | +2,710+28.7% | Added |
| Equitable Holdings, Inc. | 12,050 | $1.49M | 0.01% | +1,033+9.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,005 | $1.48M | 0.11% | −9,226−43.5% | Reduced |
| Pathway Financial Advisers, LLC | 11,988 | $1.48M | 0.51% | +277+2.4% | Added |
| Ostrum Asset Management | 11,934 | $1.47M | 0.08% | −316−2.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 11,913 | $1.47M | 0.97% | +10.0% | Added |
| Williams Jones Wealth Management, LLC. | 11,862 | $1.46M | 0.02% | −250−2.1% | Reduced |
| Great Lakes Retirement, Inc. | 11,839 | $1.46M | 0.19% | +935+8.6% | Added |
| Gateway Investment Advisers LLC | 11,836 | $1.46M | 0.02% | +1,200+11.3% | Added |
| Ethic Inc. | 11,744 | $1.46M | 0.03% | +2,649+29.1% | Added |
| Sustainable Insight Capital Management, LLC | 11,800 | $1.46M | 0.73% | +11,800 | New |
| Thoroughbred Financial Services, LLC | 11,773 | $1.45M | 0.09% | +744+6.7% | Added |
| Donoghue Forlines LLC | 11,736 | $1.45M | 0.46% | −889−7.0% | Reduced |
| Investment Management Corp of Ontario | 11,701 | $1.44M | 0.03% | +11,701 | New |
| Jump Financial, LLC | 11,700 | $1.44M | 0.02% | +8,930+322.4% | Added |
| Moneta Group Investment Advisors LLC | 11,641 | $1.44M | 0.02% | −49−0.4% | Reduced |
| Shelton Capital Management | 11,634 | $1.44M | 0.03% | −1,874−13.9% | Reduced |
| Consolidated Planning Corp | 11,621 | $1.43M | 0.20% | −1,721−12.9% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.43M | 0.20% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,559 | $1.43M | 0.13% | −400−3.3% | Reduced |
| First National Advisers, LLC | 11,481 | $1.42M | 0.23% | −264−2.2% | Reduced |
| Greenleaf Trust | 11,477 | $1.42M | 0.01% | +94+0.8% | Added |
| Meeder Advisory Services, Inc. | 11,449 | $1.41M | 0.08% | +1,517+15.3% | Added |
| Brighton Jones LLC | 11,408 | $1.41M | 0.05% | +1,169+11.4% | Added |
| Boyd Watterson Asset Management LLC | 11,307 | $1.40M | 0.45% | −52−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 11,279 | $1.39M | 0.06% | −10−0.1% | Reduced |
| Flavin Financial Services, Inc. | 11,277 | $1.39M | 1.28% | +832+8.0% | Added |
| Moors & Cabot, Inc. | 11,270 | $1.39M | 0.07% | −410−3.5% | Reduced |
| Jacobi Capital Management LLC | 11,155 | $1.38M | 0.10% | +79+0.7% | Added |
| Umpqua Bank | 10,975 | $1.36M | 0.47% | +366+3.4% | Added |
| Parallel Advisors, LLC | 10,959 | $1.35M | 0.03% | +678+6.6% | Added |
| Ethos Financial Group, LLC | 11,334 | $1.35M | 0.13% | +8,880+361.9% | Added |
| BBR Partners, LLC | 10,780 | $1.33M | 0.09% | +10,780 | New |
| CFM Wealth Partners LLC | 10,603 | $1.31M | 0.23% | −23−0.2% | Reduced |
| Independent Financial Group, LLC | 10,564 | $1.30M | 0.04% | +897+9.3% | Added |
| Tower Bridge Advisors | 10,549 | $1.30M | 0.15% | −50−0.5% | Reduced |
| Wahed Invest LLC | 10,539 | $1.30M | 0.23% | +315+3.1% | Added |
| Resources Management Corp | 10,436 | $1.29M | 0.18% | −741−6.6% | Reduced |
| Allworth Financial LP | 12,240 | $1.28M | 0.01% | −3,022−19.8% | Reduced |
| EP Wealth Advisors, LLC | 10,372 | $1.28M | 0.01% | +671+6.9% | Added |
| Merit Financial Group, LLC | 10,331 | $1.28M | 0.02% | +1,959+23.4% | Added |
| Jeppson Wealth Management, LLC | 10,294 | $1.27M | 0.47% | +15+0.1% | Added |
| Mairs & Power Inc | 10,287 | $1.27M | 0.01% | +2,171+26.7% | Added |
| Quadrant Capital Group LLC | 10,285 | $1.27M | 0.05% | +5,804+129.5% | Added |
| Applied Finance Capital Management, LLC | 10,278 | $1.27M | 0.09% | +839+8.9% | Added |
| Financial Advocates Investment Management | 10,192 | $1.26M | 0.09% | +12+0.1% | Added |
| Signaturefd, LLC | 10,114 | $1.25M | 0.02% | +525+5.5% | Added |
| Martingale Asset Management L P | 10,110 | $1.25M | 0.03% | −350−3.3% | Reduced |
| Smith Group Asset Management, LLC | 10,084 | $1.25M | 0.09% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,072 | $1.24M | 0.59% | +10.0% | Added |
| Bridgefront Capital, LLC | 10,061 | $1.24M | 0.36% | +3,430+51.7% | Added |
| We Are One Seven, LLC | 10,038 | $1.24M | 0.05% | +3,586+55.6% | Added |
| ING Groep NV | 10,034 | $1.24M | 0.01% | −1,062,713−99.1% | Reduced |
| Crossingbridge Advisors, LLC | 10,000 | $1.23M | 0.66% | +10,000 | New |
| Integrated Wealth Concepts LLC | 9,963 | $1.23M | 0.01% | +266+2.7% | Added |
| Keeley-Teton Advisors, LLC | 9,876 | $1.22M | 0.15% | −233−2.3% | Reduced |
| Adirondack Trust Co | 9,872 | $1.22M | 0.48% | −51−0.5% | Reduced |
| Horizon Investments, LLC | 9,863 | $1.22M | 0.04% | +137+1.4% | Added |
| Smith, Moore & Co. | 9,844 | $1.22M | 0.11% | −888−8.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,839 | $1.21M | 0.01% | +287+3.0% | Added |
| J. W. Coons Advisors, LLC | 9,818 | $1.21M | 0.32% | +160+1.7% | Added |
| Martin Capital Partners, LLC | 9,804 | $1.21M | 1.45% | −29−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 9,726 | $1.20M | 0.03% | −65−0.7% | Reduced |
| Alta Capital Management LLC | 9,712 | $1.20M | 0.08% | +30+0.3% | Added |
| Annex Advisory Services, LLC | 9,676 | $1.19M | 0.03% | −153,246−94.1% | Reduced |
| Cullinan Associates Inc | 9,639 | $1.19M | 0.08% | −100−1.0% | Reduced |
| GAMMA Investing LLC | 9,634 | $1.19M | 0.09% | +1,268+15.2% | Added |
| United Services Automobile Association | 9,709 | $1.18M | 0.04% | +9,709 | New |
| Ramirez Asset Management, Inc. | 9,562 | $1.18M | 0.25% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,528 | $1.18M | 0.50% | +256+2.8% | Added |
| Parcion Private Wealth LLC | 9,503 | $1.17M | 0.10% | +267+2.9% | Added |
| Beacon Investment Advisors LLC | 9,435 | $1.17M | 0.55% | +19+0.2% | Added |
| Wimmer Associates 1, LLC | 9,205 | $1.16M | 0.61% | −400−4.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,330 | $1.15M | 0.20% | +395+4.4% | Added |
| Cornerstone Advisors, LLC | 9,200 | $1.14M | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,167 | $1.13M | 0.04% | +93+1.0% | Added |
| Maven Securities LTD | 9,124 | $1.13M | 0.25% | +9,124 | New |
| JBR Co Financial Management Inc | 9,070 | $1.12M | 0.66% | −450−4.7% | Reduced |
| Lee Danner & Bass Inc | 9,038 | $1.12M | 0.09% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 9,030 | $1.12M | 0.23% | +294+3.4% | Added |
| Naviter Wealth, LLC | 9,157 | $1.11M | 0.14% | −96−1.0% | Reduced |
| SummitTX Capital, L.P. | 9,022 | $1.11M | 0.05% | +9,022 | New |
| Ingalls & Snyder LLC | 9,022 | $1.11M | 0.04% | −10−0.1% | Reduced |
| Delta Financial Advisors LLC | 8,975 | $1.11M | 0.42% | +10.0% | Added |
| Sterling Capital Management LLC | 8,898 | $1.10M | 0.02% | −639−6.7% | Reduced |
| Intrua Financial, LLC | 8,890 | $1.10M | 0.17% | +718+8.8% | Added |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.10M | 0.07% | −31−0.3% | Reduced |
| Two Sigma Securities, LLC | 8,833 | $1.09M | 0.17% | +6,441+269.3% | Added |