Phillips 66 $PSX Stock Holdings Lifted by Savvy Advisors Inc.

01 Nov 2025, 09:34 by Amy Steele · The Cerbat Gem

Savvy Advisors Inc. raised its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 25.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 4,598 shares of the oil and gas company’s stock after acquiring an additional 925 shares during the period. Savvy Advisors Inc.’s holdings in Phillips 66 were worth $549,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in PSX. Brighton Jones LLC raised its stake in Phillips 66 by 238.5% during the 4th 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 during the period. Golden State Wealth Management LLC raised its stake in Phillips 66 by 14.4% during the 1st quarter. Golden State Wealth Management LLC now owns 772 shares of the oil and gas company’s stock valued at $95,000 after purchasing an additional 97 shares during the period. DAVENPORT & Co LLC raised its stake in Phillips 66 by 1.0% during the 1st quarter. DAVENPORT & Co LLC now owns 24,039 shares of the oil and gas company’s stock valued at $2,968,000 after purchasing an additional 246 shares during the period. First Horizon Advisors Inc. raised its stake in Phillips 66 by 18.9% during the 1st quarter. First Horizon Advisors Inc. now owns 3,535 shares of the oil and gas company’s stock valued at $437,000 after purchasing an additional 561 shares during the period. Finally, Oregon Public Employees Retirement Fund raised its stake in Phillips 66 by 1.2% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 35,849 shares of the oil and gas company’s stock valued at $4,427,000 after purchasing an additional 420 shares during the period. 76.93% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Vanessa Allen Sutherland sold 4,393 shares of the stock in a transaction dated Friday, September 26th. The shares were sold at an average price of $140.00, for a total value of $615,020.00. Following the completion of the transaction, the executive vice president owned 34,587 shares of the company’s stock, valued at $4,842,180. This represents 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 this hyperlink. Also, Director Gregory Hayes purchased 8,350 shares of the company’s stock in a transaction that occurred on Thursday, August 14th. The stock was acquired at an average cost of $119.90 per share, with a total value of $1,001,165.00. Following the transaction, the director directly owned 29,423 shares of the company’s stock, valued at approximately $3,527,817.70. This represents a 39.62% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.22% of the company’s stock.

Phillips 66 Stock Down 0.6%

Shares of PSX opened at $136.23 on Friday. The company has a 50-day simple moving average of $132.67 and a 200-day simple moving average of $123.27. The firm has a market capitalization of $55.05 billion, a P/E ratio of 37.22, a P/E/G ratio of 1.81 and a beta of 1.11. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.79 and a current ratio of 1.07. Phillips 66 has a 52 week low of $91.01 and a 52 week high of $142.35.

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 EPS for the quarter, beating analysts’ consensus estimates of $2.14 by $0.38. The business had revenue of $33.69 billion during the quarter, compared to analyst estimates of $32.29 billion. Phillips 66 had a net margin of 1.12% and a return on equity of 5.51%. During the same quarter in the prior year, the business earned $2.04 earnings per share. On average, equities research analysts expect that Phillips 66 will post 6.8 earnings per share for the current year.

Phillips 66 Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 1st. Investors of record on Monday, November 17th will be given a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend is Monday, November 17th. Phillips 66’s dividend payout ratio is 115.38%.

Wall Street Analyst Weigh In

Several research firms have recently commented on PSX. UBS Group boosted their price target on shares of Phillips 66 from $143.00 to $150.00 and gave the company a “buy” rating in a report on Monday, September 22nd. Raymond James Financial reiterated an “outperform” rating and issued a $150.00 price objective (up from $145.00) on shares of Phillips 66 in a report on Friday, October 17th. Morgan Stanley upped their price objective on shares of Phillips 66 from $128.00 to $140.00 and gave the stock an “equal weight” rating in a report on Friday, October 3rd. Zacks Research upgraded shares of Phillips 66 from a “hold” rating to a “strong-buy” rating in a report on Friday, September 26th. Finally, TD Cowen upped their price objective on shares of Phillips 66 from $140.00 to $145.00 and gave the stock a “buy” rating in a report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $142.94.

Get Our Latest Analysis on PSX

Phillips 66 Company Profile

(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.