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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 6,242 | $770.8K | 0.01% | −2,531−28.8% | Reduced |
| Pinnacle Financial Partners Inc | 6,305 | $768.7K | 0.02% | −108−1.7% | Reduced |
| Prudential PLC | 6,219 | $767.9K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,204 | $766.1K | 0.00% | +47+0.8% | Added |
| Checchi Capital Advisers, LLC | 6,204 | $766.1K | 0.05% | +307+5.2% | Added |
| Sandy Spring Bank | 6,202 | $765.8K | 0.03% | −7−0.1% | Reduced |
| 1st Source Bank | 6,162 | $760.9K | 0.04% | +39+0.6% | Added |
| Walleye Trading LLC | 6,140 | $758.2K | 0.02% | +2,305+60.1% | Added |
| Norden Group LLC | 6,117 | $755.4K | 0.09% | +609+11.1% | Added |
| Wealth Advisory Solutions, LLC | 6,079 | $750.6K | 0.20% | −20.0% | Reduced |
| Massmutual Trust Co FSB | 6,064 | $748.8K | 0.02% | +229+3.9% | Added |
| Tyche Wealth Partners LLC | 6,035 | $745.2K | 0.16% | −1,282−17.5% | Reduced |
| Heck Capital Advisors, LLC | 6,021 | $743.5K | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 6,005 | $741.5K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,000 | $740.9K | 0.12% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,995 | $740.3K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 5,984 | $738.9K | 0.08% | +1,776+42.2% | Added |
| Coppell Advisory Solutions LLC | 21,031 | $735.0K | 0.11% | +20,843+11,086.7% | Added |
| Valley Brook Capital Group | 5,949 | $734.6K | 0.58% | −794−11.8% | Reduced |
| Aviance Capital Partners, LLC | 5,939 | $733.3K | 0.10% | −467−7.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $733.2K | 0.14% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,937 | $733.1K | 0.29% | −298−4.8% | Reduced |
| Walleye Capital LLC | 5,894 | $727.8K | 0.01% | −110,037−94.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,889 | $727.2K | 0.02% | −950−13.9% | Reduced |
| Mangrove Partners | 5,887 | $726.9K | 0.08% | +5,887 | New |
| OneAscent Financial Services LLC | 5,834 | $726.0K | 0.05% | +3,098+113.2% | Added |
| Keynote Financial Services LLC | 5,860 | $723.6K | 0.52% | 00.0% | Unchanged |
| Hendley & Co Inc | 5,835 | $721.0K | 0.25% | −9,435−61.8% | Reduced |
| Citizens Financial Group Inc | 5,834 | $720.3K | 0.01% | +1,587+37.4% | Added |
| Quarry LP | 5,830 | $719.9K | 0.19% | −5,748−49.6% | Reduced |
| Camden Capital, LLC | 5,804 | $716.7K | 0.08% | −8−0.1% | Reduced |
| Endeavor Private Wealth, Inc. | 5,791 | $715.0K | 0.39% | +4,804+486.7% | Added |
| First National Bank & Trust Co of Newtown | 5,768 | $712.2K | 0.15% | −54−0.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,763 | $711.6K | 0.39% | +81+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 5,761 | $711.4K | 0.05% | −1,991−25.7% | Reduced |
| Boothbay Fund Management, LLC | 5,758 | $711.0K | 0.03% | +3,463+150.9% | Added |
| Westbourne Investment Advisors, Inc. | 5,741 | $708.9K | 0.25% | −100−1.7% | Reduced |
| Danske Bank A/S | 5,739 | $708.7K | 0.00% | −304−5.0% | Reduced |
| David Loasby | 7,300 | $708.0K | 0.07% | −207−2.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,728 | $707.3K | 0.02% | +340+6.3% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $704.2K | 0.14% | 00.0% | Unchanged |
| Doheny Asset Management | 5,689 | $702.0K | 0.55% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,647 | $697.3K | 0.08% | +11+0.2% | Added |
| LVZ Advisors, Inc. | 5,643 | $696.8K | 0.09% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 5,595 | $694.3K | 0.01% | +5,595 | New |
| Trust Co of Toledo NA | 5,579 | $688.9K | 0.09% | +410+7.9% | Added |
| Essex Savings Bank | 5,549 | $685.2K | 0.17% | −4−0.1% | Reduced |
| Integrated Advisors Network LLC | 5,542 | $684.4K | 0.03% | −141−2.5% | Reduced |
| Guardian Wealth Management, Inc. | 5,513 | $680.8K | 0.45% | −787−12.5% | Reduced |
| Confluence Wealth Services, Inc. | 6,586 | $676.9K | 0.04% | −155−2.3% | Reduced |
| Atomi Financial Group, Inc. | 5,481 | $676.8K | 0.03% | +359+7.0% | Added |
| Rosenberg Matthew Hamilton | 5,475 | $676.1K | 0.17% | −28−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,466 | $674.9K | 0.11% | +52+1.0% | Added |
| 5T Wealth, LLC | 5,462 | $674.5K | 0.38% | −193−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,460 | $674.3K | 0.04% | +526+10.7% | Added |
| Harfst & Associates, Inc. | 5,449 | $672.8K | 0.16% | +5,449 | New |
| Basepoint Wealth LLC | 5,439 | $671.6K | 0.53% | −580−9.6% | Reduced |
| Tradewinds, LLC. | 5,404 | $667.3K | 0.19% | −153−2.8% | Reduced |
| Abundance Wealth Counselors | 5,379 | $664.0K | 0.14% | +336+6.7% | Added |
| Weatherly Asset Management L. P. | 5,365 | $662.5K | 0.06% | +228+4.4% | Added |
| AA Financial Advisors, LLC | 5,356 | $661.3K | 0.16% | +100+1.9% | Added |
| Palisade Asset Management, LLC | 5,354 | $661.1K | 0.07% | −500−8.5% | Reduced |
| Whitener Capital Management, Inc. | 5,348 | $660.4K | 0.19% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,347 | $660.3K | 0.18% | +261+5.1% | Added |
| Westhampton Capital, LLC | 5,340 | $659.4K | 0.36% | −800−13.0% | Reduced |
| Baring Financial LLC | 5,334 | $658.6K | 0.55% | −234−4.2% | Reduced |
| Probity Advisors, Inc. | 5,320 | $656.9K | 0.13% | +392+8.0% | Added |
| Saturna Capital CORP | 5,268 | $650.5K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,265 | $650.1K | 0.05% | −433−7.6% | Reduced |
| Worth Financial Advisory Group, LLC | 5,253 | $648.7K | 0.41% | −106−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,216 | $644.1K | 0.01% | +516+11.0% | Added |
| Premier Path Wealth Partners, LLC | 5,214 | $643.8K | 0.10% | +111+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 5,210 | $643.3K | 0.00% | +5,210 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,201 | $642.2K | 0.10% | +44+0.9% | Added |
| Cozad Asset Management Inc | 5,199 | $642.0K | 0.06% | −33,121−86.4% | Reduced |
| Wedmont Private Capital | 6,581 | $640.9K | 0.03% | −275−4.0% | Reduced |
| Linscomb & Williams, Inc. | 5,178 | $639.4K | 0.03% | −405−7.3% | Reduced |
| Montecito Bank & Trust | 5,168 | $638.1K | 0.11% | −36−0.7% | Reduced |
| Adviser Investments LLC | 5,167 | $638.0K | 0.01% | −1,542−23.0% | Reduced |
| Sunbelt Securities, Inc. | 5,154 | $636.4K | 0.06% | +644+14.3% | Added |
| Petros Family Wealth, LLC | 5,109 | $630.9K | 0.70% | −289−5.4% | Reduced |
| Armor Investment Advisors, LLC | 5,098 | $629.4K | 0.26% | −88−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 5,077 | $626.9K | 0.31% | −275−5.1% | Reduced |
| Archer Investment Corp | 5,075 | $626.7K | 0.16% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 5,072 | $626.3K | 0.06% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,022 | $620.1K | 0.18% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,007 | $618.3K | 0.01% | +990+24.6% | Added |
| Merrion Investment Management Co, LLC | 5,000 | $617.4K | 0.44% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 5,000 | $617.4K | 0.02% | +1,500+42.9% | Added |
| Garrison Point Advisors, LLC | 4,980 | $614.9K | 0.30% | +25+0.5% | Added |
| First American Trust, FSB | 4,962 | $612.7K | 0.06% | −359−6.7% | Reduced |
| Cornerstone Wealth Group, LLC | 4,956 | $612.0K | 0.05% | +84+1.7% | Added |
| Capstone Investment Advisors, LLC | 4,942 | $610.2K | 0.01% | −21,443−81.3% | Reduced |
| San Luis Wealth Advisors LLC | 4,906 | $606.0K | 0.14% | +4,906 | New |
| Jackson Hole Capital Partners, LLC | 4,878 | $602.4K | 0.12% | +10.0% | Added |
| Diversified Trust Co | 4,868 | $601.1K | 0.01% | −7,528−60.7% | Reduced |
| Financial Advisory Service, Inc. | 4,857 | $599.7K | 0.05% | +32+0.7% | Added |
| Pitcairn Co | 4,854 | $599.4K | 0.04% | +625+14.8% | Added |
| S.A. Mason LLC | 4,839 | $597.5K | 0.32% | +260+5.7% | Added |
| Ci Investments Inc. | 4,834 | $597.0K | 0.00% | +99+2.1% | Added |