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Livermore
Livermore
ZHEN

Phillips 66

PSX
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001534701

In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).

Q2 2025 vs. Q1 2025

How the institutions holding Phillips 66 changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of PSX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,796241,765−7
Shares308.2M577.4K314.9M+7.24M (+2.4%)
Value$37.9B$71.2M$37.4B−$429.2M (−1.1%)

24 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (141)

Institutions that held Phillips 66 at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 141 by value.

Institutions new to PSX in Q2 2025
InstitutionSharesValue% of portfolio
Worldquant Millennium Advisors LLC905,005$108.0M0.54%
Aventail Capital Group, LP271,503$32.4M1.44%
Brandywine Global Investment Management, LLC266,183$31.8M0.22%
Empyrean Capital Partners, LP178,000$21.2M0.98%
Glenmede Investment Management, LP145,953$17.4M0.09%
SIR Capital Management, L.P.120,803$14.4M1.29%
Trexquant Investment LP118,095$14.1M0.16%
Steamboat Capital Partners, LLC97,743$11.7M3.32%
Dark Forest Capital Management LP78,033$9.31M0.37%
Voloridge Investment Management, LLC69,219$8.26M0.03%
Entropy Technologies, LP60,756$7.25M0.58%
Nordwand Advisors, LLC53,681$6.40M1.02%
Edgestream Partners, L.P.41,511$4.95M0.14%
Quadrature Capital Ltd40,272$4.80M0.08%
HITE Hedge Asset Management LLC39,372$4.70M0.27%
Mizuho Securities USA LLC28,156$3.36M0.07%
Quantitative Investment Management, LLC26,158$3.12M0.42%
Neo Ivy Capital Management22,494$2.68M0.86%
Campbell & CO Investment Adviser LLC21,893$2.61M0.16%
RMR Wealth Builders21,576$2.57M0.23%
Midwest Trust Co20,891$2.49M0.03%
Machina Capital S.A.S.20,234$2.41M0.50%
Summit Trail Advisors, LLC19,365$2.31M0.04%
Vise Technologies, Inc.17,531$2.09M0.09%
Private Management Group Inc16,109$1.92M0.06%
Quantbot Technologies LP15,920$1.90M0.05%
Canada Post Corp Registered Pension Plan15,111$1.80M0.11%
Redwood Investment Management, LLC14,675$1.75M0.19%
Bleakley Financial Group, LLC13,202$1.57M0.04%
Centiva Capital, LP12,570$1.50M0.10%
Soundwatch Capital LLC1,430,039$1.42M0.30%
Catalytic Wealth RIA, LLC11,688$1.39M0.11%
Wetherby Asset Management Inc11,513$1.37M0.06%
Global Retirement Partners, LLC10,310$1.23M0.03%
Mariner Investment Group LLC10,000$1.19M0.43%
Hilltop National Bank9,904$1.18M0.31%
Ontario Teachers Pension Plan Board9,657$1.15M0.02%
Mirae Asset Securities (USA) Inc.8,923$1.06M0.05%
Greenland Capital Management LP7,325$873.9K0.11%
AlphaStar Capital Management, LLC7,067$843.0K0.06%
Carlson Capital L P7,000$835.1K0.47%
Coastal Bridge Advisors, LLC6,766$807.2K0.07%
Sherbrooke Park Advisers LLC6,231$743.4K0.32%
Nippon Life Global Investors Americas, Inc.6,090$726.5K0.03%
Symphony Financial, Ltd. Co.5,243$617.5K0.08%
Rexford Capital Inc5,151$614.5K0.51%
Quinn Opportunity Partners LLC5,000$596.5K0.05%
Strategic Wealth Partners, Ltd.4,363$520.5K0.04%
MQS Management LLC4,198$500.8K0.28%
Cobler Capital Management, LLC4,011$484.6K0.57%
Tripletail Wealth Management, LLC3,662$433.9K0.62%
Drucker Wealth 3.0, LLC3,274$427.3K0.08%
Nicholas Hoffman & Company, LLC.3,319$396.0K0.01%
Scientech Research LLC3,059$364.9K0.09%
Waycross Partners, LLC2,965$353.7K0.03%
Boston Private Wealth LLC2,761$329.4K0.02%
Sovran Advisors, LLC2,491$323.8K0.03%
GM Advisory Group, Inc.2,705$322.7K0.02%
Aigen Investment Management, LP2,628$313.5K0.04%
Blackhawk Capital Partners LLC.2,582$308.0K0.14%
111 Capital2,536$302.5K0.05%
Trust Co of Oklahoma2,497$297.9K0.09%
B&D White Capital Company, LLC2,400$286.3K0.04%
Chronos Wealth Management, LLC2,359$281.4K0.15%
Fieldview Capital Management, LLC2,354$280.8K0.04%
Breakwater Capital Group2,282$272.2K0.04%
Foronjy Financial LLC2,280$272.0K0.13%
Lantern Wealth Advisors, LLC2,247$268.0K0.16%
Meixler Investment Management, Ltd.2,194$261.7K0.18%
Full Sail Capital, LLC2,170$258.8K0.01%
Signal Advisors Wealth, LLC2,120$252.9K0.02%
Patton Fund Management, Inc.2,117$252.6K0.06%
Financial Engines Advisors L.L.C.2,051$245.0K0.00%
JT Stratford LLC2,006$239.3K0.04%
Fiducient Advisors LLC2,000$238.6K0.03%
Highlander Partners, L.P.2,000$238.6K0.09%
Ignite Planners, LLC1,895$238.5K0.04%
Silver Coast Investments LLC1,994$237.9K0.09%
Accurate Wealth Management, LLC1,769$237.7K0.04%
Frisch Financial Group, Inc.1,989$237.0K0.06%
City Center Advisors, LLC1,961$233.9K0.25%
ASB Consultores, LLC1,951$232.8K0.16%
American Alpha Advisors, LLC1,942$231.7K0.19%
apricus wealth, LLC1,900$226.7K0.13%
Summit Financial Wealth Advisors, LLC1,891$225.6K0.04%
Optas, LLC1,888$225.2K0.04%
Clear Street Markets LLC1,874$223.6K0.08%
MASTERINVEST Kapitalanlage GmbH1,839$219.4K0.02%
Berkshire Asset Management LLC1,826$217.8K0.01%
Next Capital Management LLC1,800$214.7K0.08%
KPP Advisory Services LLC1,793$213.9K0.04%
Golden State Equity Partners1,761$210.1K0.04%
Archford Capital Strategies, LLC1,750$208.8K0.03%
Sym Financial Corp1,739$207.4K0.02%
RiverFront Investment Group, LLC1,721$205.3K0.00%
True North Advisors, LLC1,715$204.6K0.04%
Group One Trading, L.P.1,267$151.2K0.00%
MUFG Securities EMEA plc1,204$143.6K0.01%
Onefund, LLC1,123$134.0K0.10%
Birchbrook, Inc.936$111.7K0.06%

Sold out (148)

Institutions that held Phillips 66 at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 148 by value.

Institutions that sold out of PSX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Jane Street Group, LLC479,716$59.2M
Capitolis Liquid Global Markets LLC410,000$50.6M
Border to Coast Pensions Partnership Ltd149,162$18.4M
AMF Pensionsforsakring AB136,865$16.9M
Nearwater Capital Markets, Ltd100,000$12.3M
Corebridge Financial, Inc.92,111$11.4M
Two Sigma Advisers, LP76,500$9.45M
Varma Mutual Pension Insurance Co73,800$9.11M
Alaska Permanent Fund Corp65,636$6.83M
Brick & Kyle, Associates51,808$6.26M
Ossiam33,061$4.08M
Two Sigma Investments, LP30,200$3.73M
Northwest & Ethical Investments L.P.29,748$3.67M
WCM Investment Management, LLC23,395$2.85M
Clearwater Capital Advisors, LLC22,097$2.73M
Qsemble Capital Management, LP21,788$2.69M
Financial Counselors Inc20,919$2.58M
Lighthouse Investment Partners, LLC20,000$2.47M
Delta Global Management LP19,778$2.44M
Acadian Asset Management LLC19,674$2.43M
Simplex Trading, LLC17,120$2.11M
Allstate Corp16,355$2.02M
Cercano Management LLC16,290$2.01M
Bayesian Capital Management, LP14,800$1.83M
Orca Wealth Management, LLC12,165$1.50M
Sustainable Insight Capital Management, LLC11,800$1.46M
Jump Financial, LLC11,700$1.44M
Ethos Financial Group, LLC11,334$1.35M
BBR Partners, LLC10,780$1.33M
Applied Finance Capital Management, LLC10,278$1.27M
Bridgefront Capital, LLC10,061$1.24M
ING Groep NV10,034$1.24M
United Services Automobile Association9,709$1.18M
Maven Securities LTD9,124$1.13M
Aquatic Capital Management LLC8,523$1.05M
D. E. Shaw & Co., Inc.8,349$1.03M
Jain Global LLC8,191$1.01M
ISAM Funds (UK) Ltd7,012$865.8K
Cookson Peirce & Co Inc6,366$786.1K
Coppell Advisory Solutions LLC21,031$735.0K
Mangrove Partners5,887$726.9K
Tradewinds, LLC.5,404$667.3K
First American Trust, FSB4,962$612.7K
Parallax Volatility Advisers, L.P.4,717$582.5K
Aster Capital Management (DIFC) Ltd4,337$562.5K
Aware Super Pty Ltd as trustee of Aware Super4,412$544.8K
Gsa Capital Partners LLP4,295$530.0K
Stevens Capital Management LP4,241$524.0K
Advisor Resource Council4,121$508.9K
BluePath Capital Management, LLC4,077$503.4K
WESPAC Advisors, LLC4,027$497.3K
Plan Group Financial, LLC4,022$496.6K
Payden & Rygel4,000$494.0K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.3,840$474.2K
Winton Group Ltd3,599$444.4K
Wealth Alliance3,506$433.0K
Tennessee Valley Asset Management Partners3,356$414.4K
Longfellow Investment Management Co LLC3,262$402.8K
West Tower Group, LLC3,100$382.8K
Bell Bank2,644$326.5K
Covenant Partners, LLC2,602$321.3K
Moss Adams Wealth Advisors LLC2,365$292.0K
Evergreen Wealth Solutions, LLC2,362$291.7K
Ritholtz Wealth Management2,348$289.9K
ProVise Management Group, LLC2,333$288.0K
Simon Quick Advisors, LLC2,309$285.1K
Hexagon Capital Partners LLC2,273$280.7K
Integrity Alliance, LLC.2,178$268.9K
Union Bancaire Privee, UBP SA2,284$261.8K
Advus Financial Partners, LLC2,047$252.7K
ICONIQ Capital, LLC2,023$249.8K
Empower Advisory Group, LLC1,960$242.0K
RDA Financial Network1,952$241.0K
Argus Investors' Counsel, Inc.1,939$239.4K
Little House Capital LLC1,904$235.1K
Keating Investment Counselors Inc1,870$230.9K
CTC Alternative Strategies, Ltd.1,850$228.4K
Green Harvest Asset Management LLC1,841$227.3K
Azimuth Capital Investment Management LLC1,813$223.9K
Accelerate Investment Advisors LLC1,809$223.4K
PUREfi Wealth, LLC1,803$222.6K
Wealthcare Capital Partners, LLC1,784$220.3K
Deroy & Devereaux Private Investment Counsel Inc1,781$220.0K
CSS LLC1,770$218.6K
NovaPoint Capital, LLC1,767$218.2K
Coastal Investment Advisors, Inc.1,742$215.1K
Prosperity Consulting Group, LLC1,728$213.4K
Sovereign Financial Group, Inc.1,719$212.3K
Endowment Wealth Management, Inc.1,711$211.2K
Proficio Capital Partners LLC1,708$210.9K
BIP Wealth, LLC1,707$210.8K
Patton Albertson Miller Group, LLC1,698$209.7K
Farmers Trust Co1,693$209.1K
PFG Private Wealth Management, LLC1,675$206.8K
Blue Rock Wealth Management LLC1,674$206.7K
Cullen Investment Group, Ltd.1,664$205.5K
Biltmore Family Office, LLC1,659$204.9K
Aspire Private Capital, LLC1,656$204.5K
Hirtle Callaghan & Co LLC1,652$204.0K
Murphy Pohlad Asset Management LLC1,650$203.7K

Not filed for Q2 2025 yet (24)

Institutions that held Phillips 66 at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A159,929$19.7M
Glenmede Trust Co NA149,700$18.5M
CCM Investment Group, LLC41,683$5.08M
Bremer Bank National Association40,553$5.01M
Shorepoint Capital Partners LLC38,814$4.79M
Rakuten Investment Management, Inc.37,747$4.60M
Mizuho Securities USA LLC33,068$4.08M
Orion Portfolio Solutions, LLC21,129$2.61M
CAPROCK Group, Inc.14,375$1.78M
Keeley-Teton Advisors, LLC9,876$1.22M
Sandy Spring Bank6,202$765.8K
Montecito Bank & Trust5,168$638.1K
Sheaff Brock Investment Advisors, LLC3,767$465.2K
Lindbrook Capital, LLC3,478$429.5K
Callan Capital, LLC3,085$380.9K
Schechter Investment Advisors, LLC2,114$261.0K
Vista Wealth Management Group, LLC2,032$250.9K
Delta Financial Group, Inc.1,938$245.0K
Caas Capital Management LP1,500$185.2K
Sofos Investments, Inc.397$49.0K
Nova Wealth Management, Inc.301$37.2K
Pinpoint Asset Management Ltd238$29.4K
Financial Network Wealth Management LLC230$28.0K
Noble Wealth Management PBC51$6.30K