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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 8,754 | $1.08M | 0.07% | +38+0.4% | Added |
| DRW Securities, LLC | 8,748 | $1.08M | 0.09% | +6,821+354.0% | Added |
| Glenview Trust Co | 8,720 | $1.08M | 0.02% | −448−4.9% | Reduced |
| Avidian Wealth Solutions, LLC | 8,635 | $1.07M | 0.05% | +40.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,617 | $1.06M | 0.26% | −2,140−19.9% | Reduced |
| Flagship Harbor Advisors, LLC | 8,559 | $1.06M | 0.06% | −72−0.8% | Reduced |
| Aquatic Capital Management LLC | 8,523 | $1.05M | 0.03% | −75,870−89.9% | Reduced |
| AE Wealth Management LLC | 8,503 | $1.05M | 0.01% | +134+1.6% | Added |
| Natixis | 8,500 | $1.05M | 0.01% | −17,917−67.8% | Reduced |
| Argent Trust Co | 8,414 | $1.04M | 0.04% | −213−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 8,349 | $1.03M | 0.00% | −4,351−34.3% | Reduced |
| Fiduciary Alliance LLC | 8,313 | $1.03M | 0.10% | +754+10.0% | Added |
| Mystic Asset Management, Inc. | 8,287 | $1.02M | 0.27% | +51+0.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,262 | $1.02M | 0.21% | −53−0.6% | Reduced |
| Verdence Capital Advisors LLC | 8,245 | $1.02M | 0.08% | −201−2.4% | Reduced |
| MONECO Advisors, LLC | 8,237 | $1.02M | 0.11% | −28−0.3% | Reduced |
| Jain Global LLC | 8,191 | $1.01M | 0.02% | +8,191 | New |
| Stegent Equity Advisors, Inc. | 8,185 | $1.01M | 1.03% | +2,553+45.3% | Added |
| Barry Investment Advisors, LLC | 8,182 | $1.01M | 0.27% | −292−3.4% | Reduced |
| BWM Planning, LLC | 8,162 | $1.01M | 0.43% | −78−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 8,161 | $1.01M | 0.07% | +8,161 | New |
| Lebenthal Global Advisors, LLC | 8,094 | $999.4K | 0.19% | +121+1.5% | Added |
| Pensionmark Financial Group, LLC | 8,079 | $997.5K | 0.03% | +385+5.0% | Added |
| Westwood Holdings Group Inc. | 8,073 | $996.9K | 0.01% | −2,113−20.7% | Reduced |
| Fairfield, Bush & Co. | 8,062 | $995.4K | 0.63% | −1,272−13.6% | Reduced |
| Searle & Co. | 8,025 | $990.9K | 0.28% | 00.0% | Unchanged |
| Cowa, LLC | 8,000 | $987.8K | 0.42% | −99−1.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,647 | $985.1K | 0.32% | +108+1.3% | Added |
| Patten Group, Inc. | 7,963 | $983.3K | 0.23% | −257−3.1% | Reduced |
| Westmount Partners, LLC | 7,935 | $979.9K | 0.30% | +20.0% | Added |
| Strategic Advisors LLC | 7,929 | $979.1K | 0.19% | −143−1.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,912 | $976.9K | 0.23% | 00.0% | Unchanged |
| SCS Capital Management LLC | 7,789 | $961.8K | 0.01% | +7,789 | New |
| Van Hulzen Asset Management, LLC | 7,720 | $953.3K | 0.09% | +7+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 7,700 | $950.8K | 0.02% | +7,700 | New |
| Arvest Bank Trust Division | 7,678 | $948.1K | 0.06% | +32+0.4% | Added |
| Eagle Global Advisors LLC | 7,629 | $942.0K | 0.04% | −125−1.6% | Reduced |
| Jefferies Financial Group Inc. | 7,624 | $941.4K | 0.02% | −194,465−96.2% | Reduced |
| Forum Financial Management, LP | 7,618 | $940.7K | 0.02% | +132+1.8% | Added |
| First National Trust Co | 7,607 | $939.3K | 0.04% | −2,768−26.7% | Reduced |
| Bull Street Advisors, LLC | 7,606 | $939.0K | 0.45% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,454 | $920.4K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,444 | $919.2K | 0.12% | −539−6.8% | Reduced |
| Navalign, LLC | 7,414 | $915.5K | 0.26% | +389+5.5% | Added |
| Impact Capital Partners LLC | 7,400 | $913.8K | 0.33% | +869+13.3% | Added |
| Vestcor Inc | 7,397 | $913.0K | 0.03% | −10,293−58.2% | Reduced |
| Heritage Wealth Management, Inc. | 7,360 | $908.8K | 0.31% | −93−1.2% | Reduced |
| Baker Ellis Asset Management LLC | 7,343 | $906.7K | 0.13% | −100−1.3% | Reduced |
| Oddo BHF Asset Management SAS | 7,317 | $903.5K | 0.04% | −2,435−25.0% | Reduced |
| MUFG Securities Americas Inc. | 7,310 | $902.6K | 0.10% | +1,213+19.9% | Added |
| Fifth Third Wealth Advisors LLC | 7,308 | $902.3K | 0.05% | +1,818+33.1% | Added |
| Bradley Foster & Sargent Inc | 7,291 | $900.3K | 0.02% | −185−2.5% | Reduced |
| WealthTrust Axiom LLC | 7,241 | $894.1K | 0.27% | +81+1.1% | Added |
| Country Club Bank | 7,267 | $884.8K | 0.06% | −2,630−26.6% | Reduced |
| StoneX Group Inc. | 7,159 | $884.0K | 0.05% | +111+1.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $879.8K | 0.58% | +50+0.7% | Added |
| Old National Bancorp | 7,101 | $876.8K | 0.02% | −62−0.9% | Reduced |
| Cidel Asset Management Inc | 7,084 | $874.7K | 0.06% | +513+7.8% | Added |
| Peapack Gladstone Financial Corp | 7,078 | $874.0K | 0.01% | −948−11.8% | Reduced |
| America First Investment Advisors, LLC | 7,067 | $872.6K | 0.18% | −13−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 7,026 | $867.6K | 0.27% | −300−4.1% | Reduced |
| Cornerstone Wealth Management, LLC | 7,016 | $866.3K | 0.06% | +16+0.2% | Added |
| Hunter Associates Investment Management LLC | 7,009 | $866.0K | 0.13% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 7,012 | $865.8K | 0.43% | +7,012 | New |
| RFG Advisory, LLC | 7,003 | $864.8K | 0.02% | −359−4.9% | Reduced |
| Boston Trust Walden Corp | 6,993 | $863.5K | 0.01% | −300−4.1% | Reduced |
| V-Square Quantitative Management LLC | 6,931 | $855.8K | 0.12% | +388+5.9% | Added |
| Axxcess Wealth Management, LLC | 6,904 | $852.5K | 0.02% | +33+0.5% | Added |
| Private Trust Co NA | 6,903 | $852.4K | 0.09% | +7+0.1% | Added |
| Cladis Investment Advisory, LLC | 6,877 | $849.2K | 0.61% | +40+0.6% | Added |
| AMG National Trust Bank | 6,825 | $842.8K | 0.02% | +66+1.0% | Added |
| Welch & Forbes LLC | 6,797 | $839.3K | 0.01% | +11+0.2% | Added |
| Grimes & Company, Inc. | 6,786 | $838.0K | 0.03% | +5+0.1% | Added |
| Rathbone Brothers plc | 6,750 | $833.5K | 0.00% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 6,723 | $830.2K | 0.31% | −50−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 6,723 | $830.2K | 0.01% | +2,940+77.7% | Added |
| Retirement Investment Advisors, Inc. | 6,687 | $825.7K | 0.08% | −7−0.1% | Reduced |
| MCF Advisors LLC | 6,668 | $823.4K | 0.06% | −13−0.2% | Reduced |
| Syon Capital LLC | 6,667 | $823.2K | 0.07% | +333+5.3% | Added |
| Garrett Wealth Advisory Group, LLC | 6,658 | $822.1K | 0.18% | +243+3.8% | Added |
| Regal Investment Advisors LLC | 6,550 | $808.7K | 0.07% | +741+12.8% | Added |
| Miller Investment Management, LP | 6,500 | $802.6K | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,446 | $795.9K | 0.04% | +1,313+25.6% | Added |
| Peoples Bank | 6,439 | $795.1K | 0.52% | −505−7.3% | Reduced |
| Valmark Advisers, Inc. | 6,411 | $791.6K | 0.01% | −311−4.6% | Reduced |
| Legacy Financial Advisors, Inc. | 6,409 | $791.4K | 0.13% | −58−0.9% | Reduced |
| Busey Wealth Management | 6,390 | $789.0K | 0.03% | −233−3.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,460 | $787.4K | 0.03% | +856+13.0% | Added |
| Penobscot Investment Management Company, Inc. | 6,374 | $787.1K | 0.07% | −430−6.3% | Reduced |
| Cookson Peirce & Co Inc | 6,366 | $786.1K | 0.04% | +974+18.1% | Added |
| Mission Wealth Management, LP | 6,355 | $784.7K | 0.02% | +743+13.2% | Added |
| HighPoint Advisor Group LLC | 7,372 | $781.5K | 0.05% | −273−3.6% | Reduced |
| Philip James Wealth Mangement, LLC | 6,323 | $780.7K | 0.09% | +10.0% | Added |
| Poehling Capital Management, LLC | 6,317 | $780.0K | 0.20% | −34−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,313 | $779.5K | 0.00% | −3,951−38.5% | Reduced |
| Erste Asset Management GmbH | 6,400 | $779.3K | 0.01% | +6,400 | New |
| Retirement Planning Co of New England, Inc. | 6,309 | $779.1K | 0.40% | +103+1.7% | Added |
| Aristotle Capital Management, LLC | 6,283 | $775.8K | 0.00% | −422−6.3% | Reduced |
| American Financial Group Inc | 6,250 | $771.8K | 0.33% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,243 | $770.9K | 0.03% | +689+12.4% | Added |