13F

Stock

Phillips 66

PSX · held by 26 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$829.5M

Holders

26

+0 new · −0 exited

Holders’ est. mark

$20.8M

Price effect on 16 books still in the name

Largest holder

$532.7M

NORGES BANK

Holder count by quarter

Q2 2012Q3 2012Q4 2012Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
NORGES BANK4.31M$532.7M—Held
BARCLAYS PLC2.11M$260.6M$20.2MCut−$580.3M
Sanctuary Advisors, LLC100K$12.3M—Held
Swiss Life Asset Management Ltd47K$5.8M$347.2KAdded$1.75M
OP Asset Management Ltd42.1K$5.2M—Held
Catherine Avery Investment Management LLC17.9K$2.21M$200Added$2.2M
Savant Capital, LLC14K$1.73M—Held
FIRST NATIONAL BANK OF OMAHA13.1K$1.62M—Held
Flavin Financial Services, Inc.11.3K$1.39M$99.7KAdded$202.5K
INDEPENDENT FINANCIAL GROUP, LLC10.6K$1.3M—Held
Roehl & Yi Investment Advisors, LLC5.76K$711.6K$54.3KAdded$64.3K
Pine Valley Investments Ltd Liability Co5.76K$711.4K—Held
DANSKE BANK A/S5.74K$708.7K$54.8KAdded$20.2K
Nicholas Wealth, LLC.4.08K$503.4K—Held
Leonteq Securities AG3.95K$489.8K$39.9KCut−$152K
CHESAPEAKE ASSET MANAGEMENT LLC3.47K$428K$31.8KAdded$48.9K
ELEVATION POINT WEALTH PARTNERS, LLC2.31K$285.7K$22.1KCut−$175.9K
Blackston Financial Advisory Group, LLC1.9K$234.2K—Held
Evelyn Partners Investment Management LLP1.41K$174.2K$13.5KCut−$25.3K
BROADWATER CAPITAL MANAGEMENT LLC900$111.1K$8.59KAdded$8.6K
Clark Wealth Partners700$86.5K$6.49KAdded$9.82K
Aventura Private Wealth, LLC498$61.5K$4.76KAdded$4.76K
Medallion Wealth Advisors, LLC432$53.7K$4.48KAdded$4.86K
Prestige Wealth Management Group LLC358$44.2K$3.42KAdded$3.42K
Cornerstone National Bank & Trust Co250$30.9K$2.39KAdded$2.39K
Nalls Sherbakoff Group, LLC17$2.1K—Held

Positions as of Q1 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.