LSV Asset Management Has $169.96 Million Stock Position in Phillips 66 $PSX

17 Nov 2025, 11:27 by Doug Wharley · The Cerbat Gem

LSV Asset Management lessened its holdings in Phillips 66 (NYSE:PSX – Free Report) by 5.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,424,626 shares of the oil and gas company’s stock after selling 89,900 shares during the period. LSV Asset Management’s holdings in Phillips 66 were worth $169,958,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in PSX. Brighton Jones LLC lifted its holdings in shares of Phillips 66 by 238.5% in the fourth quarter. Brighton Jones LLC now owns 10,239 shares of the oil and gas company’s stock valued at $1,166,000 after purchasing an additional 7,214 shares in the last quarter. Diversify Advisory Services LLC grew its holdings in Phillips 66 by 5.9% during the first quarter. Diversify Advisory Services LLC now owns 3,051 shares of the oil and gas company’s stock worth $377,000 after buying an additional 170 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its position in Phillips 66 by 11.1% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 2,256 shares of the oil and gas company’s stock valued at $279,000 after buying an additional 226 shares during the last quarter. Counterweight Ventures LLC lifted its stake in Phillips 66 by 5.9% during the 1st quarter. Counterweight Ventures LLC now owns 12,237 shares of the oil and gas company’s stock valued at $1,511,000 after acquiring an additional 687 shares in the last quarter. Finally, OneAscent Financial Services LLC boosted its holdings in Phillips 66 by 113.2% during the 1st quarter. OneAscent Financial Services LLC now owns 5,834 shares of the oil and gas company’s stock worth $726,000 after acquiring an additional 3,098 shares during the last quarter. Institutional investors own 76.93% of the company’s stock.

Phillips 66 Trading Up 2.0%

NYSE:PSX opened at $142.27 on Monday. Phillips 66 has a 12 month low of $91.01 and a 12 month high of $143.25. The company has a current ratio of 1.07, a quick ratio of 0.79 and a debt-to-equity ratio of 0.60. The firm’s 50 day moving average is $133.96 and its 200 day moving average is $126.19. The stock has a market capitalization of $57.33 billion, a PE ratio of 38.87, a price-to-earnings-growth ratio of 1.81 and a beta of 1.08.

Phillips 66 (NYSE:PSX – Get Free Report) last announced its quarterly earnings data on Wednesday, October 29th. The oil and gas company reported $2.52 earnings per share for the quarter, beating the consensus estimate of $2.14 by $0.38. Phillips 66 had a return on equity of 5.51% and a net margin of 1.12%.The business had revenue of $33.69 billion during the quarter, compared to analyst estimates of $32.29 billion. During the same period in the prior year, the company earned $2.04 earnings per share. Sell-side analysts expect that Phillips 66 will post 6.8 earnings per share for the current year.

Phillips 66 Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 1st. Investors of record on Monday, November 17th will be issued a $1.20 dividend. The ex-dividend date of this dividend is Monday, November 17th. This represents a $4.80 annualized dividend and a yield of 3.4%. Phillips 66’s dividend payout ratio (DPR) is 131.15%.

Insider Transactions at Phillips 66

In other news, EVP Vanessa Allen Sutherland sold 4,393 shares of the business’s stock in a transaction that occurred on Friday, September 26th. The shares were sold at an average price of $140.00, for a total value of $615,020.00. Following the sale, the executive vice president owned 34,587 shares of the company’s stock, valued at $4,842,180. The trade was a 11.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Kevin J. Mitchell sold 30,000 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $138.00, for a total transaction of $4,140,000.00. Following the sale, the chief financial officer owned 89,771 shares in the company, valued at $12,388,398. The trade was a 25.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 38,786 shares of company stock worth $5,348,075 over the last 90 days. 0.22% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have recently commented on PSX shares. Morgan Stanley increased their target price on shares of Phillips 66 from $128.00 to $140.00 and gave the company an “equal weight” rating in a report on Friday, October 3rd. Evercore ISI increased their price objective on shares of Phillips 66 from $130.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, September 19th. Weiss Ratings reissued a “hold (c)” rating on shares of Phillips 66 in a research report on Wednesday, October 8th. Cowen reaffirmed a “buy” rating on shares of Phillips 66 in a report on Thursday, October 30th. Finally, Jefferies Financial Group increased their price target on Phillips 66 from $133.00 to $137.00 and gave the company a “hold” rating in a research report on Friday, October 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $145.18.

View Our Latest Stock Analysis on PSX

About Phillips 66

(Free Report)

Phillips 66 operates as an energy manufacturing and logistics company in the United States, the United Kingdom, Germany, and internationally. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil and refined petroleum products; transports, stores, fractionates, exports, and markets natural gas liquids; provides other fee-based processing services; and gathers, processes, transports, and markets natural gas.