PHILLIPS 66 PSX
COM · Common Stock · CUSIP 718546104 · ISIN US7185461040
American energy and logistics company
- SectorEnergy
- IndustryPetroleum Refining
- HeadquartersHouston, TX
- Founded1927
- Websitephillips66.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($74.7m this quarter). Holder counts are more reliable. Shares outstanding: 407.7m as of 2025-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $113.76. Options: 37 managers hold calls ($308.7m notional), 35 hold puts ($299.1m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,419 |
| Q4 2022 | 1,574 |
| Q1 2023 | 1,572 |
| Q2 2023 | 1,543 |
| Q3 2023 | 1,665 |
| Q4 2023 | 1,793 |
| Q1 2024 | 1,878 |
| Q2 2024 | 1,788 |
| Q3 2024 | 1,776 |
| Q4 2024 | 1,784 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 666 | 690 |
| Q2 2023 | 630 | 740 |
| Q3 2023 | 757 | 670 |
| Q4 2023 | 716 | 780 |
| Q1 2024 | 795 | 857 |
| Q2 2024 | 732 | 871 |
| Q3 2024 | 722 | 806 |
| Q4 2024 | 704 | 829 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $643.9m | $584.0m | 0.91 |
| Q2 2024 | $498.9m | $415.7m | 0.83 |
| Q3 2024 | $385.5m | $352.3m | 0.91 |
| Q4 2024 | $308.7m | $299.1m | 0.97 |
Biggest buyers
| UBS Group AG | Added | +5.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +4.5m |
| HARRIS ASSOCIATES L P | Added | +1.9m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| Capitolis Liquid Global Markets LLC | New | +1.2m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +942.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +849.0k |
| Amundi | Added | +753.7k |
| NATIONAL BANK OF CANADA /FI/ | Added | +709.2k |
| Bank of New York Mellon Corp | Added | +639.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.6m |
| STATE STREET CORP | Reduced | -1.3m |
| Balyasny Asset Management L.P. | Reduced | -1.1m |
| NOMURA HOLDINGS INC | Reduced | -1.0m |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | Reduced | -917.7k |
| BANK OF MONTREAL /CAN/ | Reduced | -857.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -768.2k |
| CITADEL ADVISORS LLC | Reduced | -690.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -688.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $86.9m762.6k shares |
| CITADEL ADVISORS LLC | Reduced | $48.9m428.8k shares |
| BARCLAYS PLC | New | $21.0m184.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $16.9m148.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $14.8m132.5k shares |
| SIMPLEX TRADING, LLC | Added | $14.7m140.8k shares |
| IMC-Chicago, LLC | Reduced | $11.2m98.5k shares |
| CITIGROUP INC | Added | $10.3m90.0k shares |
| JANE STREET GROUP, LLC | Reduced | $10.1m89.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $8.4m73.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $78.9m692.1k shares |
| Yaupon Capital Management LP | New | $26.8m234.8k shares |
| JANE STREET GROUP, LLC | Added | $23.2m203.6k shares |
| CITADEL ADVISORS LLC | Reduced | $20.4m179.4k shares |
| CITIGROUP INC | Added | $16.9m148.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $13.8m1.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $13.8m121.0k shares |
| SIMPLEX TRADING, LLC | Added | $11.6m102.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $10.0m89.2k shares |
| BARCLAYS PLC | New | $8.9m78.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Link Co
13D · may seek influence
new · filed 2026-04-03
Stated purposeThis filing is made to formally record the Reporting Owners 10 percent interest and to facilitate the Institutional Repatriation and asset reconciliation of equity entitlements. The Reporting Owner intends to maintain this position for long-term administrative and investment purposes. The Reporting Owner has no current plans for an extraordinary corporate transaction, such as a merger or liquidation, but reserves the right to engage in future discussions with management. Full filing |
10.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 1 | $1.0m | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 5 | $41.4m | $4.9m |
| Q4 2023 | 0 | — | 3 | $5.0m | $4.1m |
| Q1 2024 | 1 | $100.0k | 3 | $9.3m | $4.0m |
| Q2 2024 | 0 | — | 1 | $5.5m | — |
| Q3 2024 | 0 | — | 1 | $4.2m | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 40.5m $4.6bn | Reduced -228.2k |
| BlackRock, Inc. 0.07% of their portfolio | 30.5m $3.5bn | Reduced -562.3k |
| STATE STREET CORP 0.12% of their portfolio | 26.5m $3.0bn | Reduced -1.3m |
| WELLS FARGO & COMPANY/MN 0.44% of their portfolio | 16.0m $1.8bn | Reduced -123.2k |
| HARRIS ASSOCIATES L P 1.75% of their portfolio | 11.7m $1.3bn | Added +1.9m |
| Bank of New York Mellon Corp 0.20% of their portfolio | 9.3m $1.1bn | Added +639.3k |
| UBS Group AG 0.23% of their portfolio | 9.1m $1.0bn | Added +5.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 8.5m $968.8m | Added +82.8k |
| BARCLAYS PLC 0.42% of their portfolio | 7.4m $840.9m | Added +387.3k |
| MORGAN STANLEY 0.05% of their portfolio | 6.7m $760.6m | Reduced -114.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 6.0m $686.6m | Added +4.5m |
| NORTHERN TRUST CORP 0.07% of their portfolio | 4.6m $522.8m | Added +440.1k |
| NORGES BANK 0.07% of their portfolio | 4.4m $497.6m | Added +235.6k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 4.3m $491.7m | Reduced -768.2k |
| Invesco Ltd. 0.09% of their portfolio | 4.1m $468.6m | Added +347.9k |
| DIMENSIONAL FUND ADVISORS LP 0.11% of their portfolio | 4.0m $457.3m | Added +357.7k |
| Amundi 0.15% of their portfolio | 3.7m $428.1m | Added +753.7k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 3.4m $387.8m | Added +1.3m |
| FMR LLC 0.02% of their portfolio | 3.1m $352.8m | Reduced -110.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 3.0m $342.1m | Added +101.1k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 2.6m $293.9m | Added +227.1k |
| Boston Partners 0.35% of their portfolio | 2.6m $291.1m | Reduced -441.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 2.5m $288.9m | Added +14.6k |
| Legal & General Group Plc 0.07% of their portfolio | 2.3m $261.6m | Reduced -59.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.79% of their portfolio | 2.0m $231.2m | Reduced -43.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 1.7m $197.0m | Reduced -136.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.7m $196.9m | Reduced -4.9m |
| LSV ASSET MANAGEMENT 0.45% of their portfolio | 1.7m $195.8m | Reduced -138.0k |
| HSBC HOLDINGS PLC 0.12% of their portfolio | 1.6m $185.5m | Added +97.2k |
| Bahl & Gaynor LLC 0.96% of their portfolio | 1.6m $181.6m | Reduced -45.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.62% of their portfolio | 1.5m $175.6m | Added +942.9k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 1.5m $170.6m | Added +446.4k |
| RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio | 1.5m $168.8m | First filing |
| Capitolis Liquid Global Markets LLC 1.38% of their portfolio | 1.2m $142.2m | New |
| Allianz Asset Management GmbH 0.20% of their portfolio | 1.2m $135.8m | Reduced -153.9k |
| Swiss National Bank 0.09% of their portfolio | 1.2m $134.7m | Reduced -76.1k |
| NATIONAL BANK OF CANADA /FI/ 0.17% of their portfolio | 1.1m $129.3m | Added +709.2k |
| National Pension Service 0.12% of their portfolio | 1.1m $127.7m | Added +118.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 1.1m $126.2m | Added +43.2k |
| ING GROEP NV 0.82% of their portfolio | 1.1m $122.2m | Reduced -110.2k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.1m $121.0m | Added +12.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.24% of their portfolio | 994.0k $113.2m | Added +849.0k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 955.2k $108.8m | Reduced -366.7k |
| Mariner, LLC 0.18% of their portfolio | 949.6k $108.2m | Added +47.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 944.4k $107.6m | Reduced -1.7k |
| Corient Private Wealth LP 0.18% of their portfolio | 935.4k $106.6m | Reduced -50.9k |
| Focus Partners Wealth 0.12% of their portfolio | 802.9k $91.7m | Added +471.3k |
| PNC Financial Services Group, Inc. 0.06% of their portfolio | 800.9k $91.2m | Reduced -9.5k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 776.8k $88.5m | Reduced -857.1k |
| Elliott Investment Management L.P. 0.95% of their portfolio | 775.0k $88.3m | Unchanged |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 765.6k $87.2m | Reduced -16.6k |
| LPL Financial LLC 0.03% of their portfolio | 734.5k $83.7m | Added +68.0k |
| Fayez Sarofim & Co 0.20% of their portfolio | 706.7k $80.5m | Added +16.8k |
| California Public Employees Retirement System 0.05% of their portfolio | 697.8k $79.5m | Reduced -72.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.07% of their portfolio | 651.7k $75.7m | Added +29.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 595.7k $67.9m | Reduced -549.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 589.4k $67.2m | Reduced -3.6m |
| Assenagon Asset Management S.A. 0.12% of their portfolio | 573.5k $65.3m | Reduced -159.1k |
| TRUIST FINANCIAL CORP 0.10% of their portfolio | 573.3k $65.3m | Added +4.3k |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 562.0k $64.0m | Added +65.4k |
| MIZUHO MARKETS AMERICAS LLC 1.18% of their portfolio | 540.0k $61.5m | Unchanged |
| Holocene Advisors, LP 0.20% of their portfolio | 534.3k $60.9m | Added +485.7k |
| M&T Bank Corp 0.20% of their portfolio | 521.4k $59.4m | Reduced -3.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 517.9k $59.0m | Reduced -12.9k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 513.8k $58.5m | Reduced -67.3k |
| Stonegate Investment Group, LLC 1.55% of their portfolio | 511.2k $58.2m | Reduced -2.1k |
| NOMURA HOLDINGS INC 0.31% of their portfolio | 510.2k $58.1m | Reduced -1.0m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 497.5k $56.7m | Reduced -271.0k |
| PRUDENTIAL FINANCIAL INC 0.08% of their portfolio | 494.3k $56.3m | Reduced -515.5k |
| Alyeska Investment Group, L.P. 0.21% of their portfolio | 488.5k $55.7m | Added +123.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 463.9k $52.8m | Reduced -154.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 459.9k $52.4m | Reduced -24.5k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 450.2k $51.3m | Reduced -1.1m |
| Demars Financial Group, LLC 0.04% of their portfolio | 446.0k $3.9k | Added +441.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 444.3k $50.6m | Reduced -7.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 395.9k $45.1m | Added +1.4k |
| Recurrent Investment Advisors LLC 4.11% of their portfolio | 393.3k $44.8m | Added +17.3k |
| Merewether Investment Management, LP 1.77% of their portfolio | 388.7k $44.3m | New |
| Aberdeen Group plc 0.08% of their portfolio | 387.2k $43.9m | Reduced -19.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 386.6k $44.0m | Reduced -38.3k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 377.4k $43.0m | Added +31.4k |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 371.1k $42.3m | Reduced -21.5k |
| HighTower Advisors, LLC 0.06% of their portfolio | 368.6k $42.0m | Added +142.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 364.1k $41.5m | Added +162.0k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 360.7k $41.1m | Added +88.5k |
| DAVIS R M INC 0.78% of their portfolio | 349.4k $39.8m | Added +956 |
| CITIGROUP INC 0.04% of their portfolio | 343.3k $39.1m | Added +51.2k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 337.2k $38.4m | Reduced -33.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 336.7k $38.4m | Reduced -24.2k |
| RNC CAPITAL MANAGEMENT LLC 2.03% of their portfolio | 333.0k $37.9m | Reduced -17.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 322.4k $36.7m | Reduced -302.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 315.8k $36.0m | Added +4.6k |
| GREAT LAKES ADVISORS, LLC 0.30% of their portfolio | 311.1k $35.4m | Reduced -2.9k |
| SIR Capital Management, L.P. 3.53% of their portfolio | 300.1k $34.2m | Reduced -64.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio | 292.2k $33.3m | Reduced -9.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% of their portfolio | 287.8k $32.8m | First filing |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 286.7k $32.7m | Reduced -2.6k |
| &PARTNERS 0.40% of their portfolio | 285.5k $33.0m | Added +97.5k |
| MILLER HOWARD INVESTMENTS INC /NY 1.07% of their portfolio | 285.2k $32.5m | Reduced -6.4k |
| OLD REPUBLIC INTERNATIONAL CORP 1.26% of their portfolio | 280.6k $32.0m | Unchanged |