13F

Stock

Phillips 66

PSX · held by 26 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$183.6M

Holders

26

+1 new · −1 exited

Holders’ est. mark

−$6.35M

Price effect on 22 books still in the name

Largest holder

$144.7M

BARCLAYS PLC

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
BARCLAYS PLC1.21M$144.7M−$5.07MCut−$115.9M
Sanctuary Advisors, LLC98.7K$11.8M−$412.7KCut−$566.1K
Swiss Life Asset Management Ltd49.3K$5.89M−$196.4KAdded$85.9K
OP Asset Management Ltd42.4K$5.06M−$176KCut−$138.6K
Catherine Avery Investment Management LLC22.2K$2.65M−$74.7KAdded$438.5K
Cresset Asset Management, LLC18.3K$2.18M—Held
Savant Capital, LLC17.6K$2.1M−$58.6KAdded$371K
FIRST NATIONAL BANK OF OMAHA12.4K$1.48M−$51.8KCut−$142.8K
INDEPENDENT FINANCIAL GROUP, LLC12.3K$1.46M−$44.2KAdded$159.4K
Flavin Financial Services, Inc.10.4K$1.25M−$43.6KCut−$146.4K
ONTARIO TEACHERS PENSION PLAN BOARD9.66K$1.15M—New
Roehl & Yi Investment Advisors, LLC5.78K$689.3K−$24.1KCut−$22.3K
DANSKE BANK A/S5.74K$684.7K−$24KCut−$24K
Pine Valley Investments Ltd Liability Co5.35K$638K−$22.4KCut−$73.4K
Leonteq Securities AG5.02K$599K−$18.7KAdded$109.2K
NWAM LLC3.18K$392.5K—Held
ELEVATION POINT WEALTH PARTNERS, LLC2.25K$269K−$9.43KCut−$16.7K
Blackston Financial Advisory Group, LLC1.83K$218K−$7.59KCut−$16.2K
BROADWATER CAPITAL MANAGEMENT LLC107.4K$107.4K−$110.2KCut−$3.76K
Clark Wealth Partners708$84.4K−$3.02KCut−$2.07K
Essential Partners LLC623$74.3K—Held
Aventura Private Wealth, LLC491$58.6K−$2.05KCut−$2.92K
Medallion Wealth Advisors, LLC435$53.6K−$467Cut−$97
Prestige Wealth Management Group LLC358$42.7K−$1.5KCut−$1.5K
Cornerstone National Bank & Trust Co250$29.8K−$1.05KCut−$1.04K
Nalls Sherbakoff Group, LLC17$2.03K−$71Cut−$71

Who left

Positions as of Q2 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.