Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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).

13F holders, Q2 2025

Institutional positions in Phillips 66 as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,765; −7 vs. Q1 2025
Shares held: 314.9M; +7.24M (+2.4%) vs. Q1 2025
Total value: $37.4B; −$429.2M (−1.1%) vs. Q1 2025
New holders: 141; 622 more added
Sold out: 148; 689 more reduced

24 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 1,765 institutions

Value heldQ2 2025: $37.4B

Institutions holding PSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,109	$53.5B
Q1 2026	2,132	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,796	$37.9B
Q4 2024	1,782	$34.9B
Q3 2024	1,775	$39.8B
Q2 2024	1,787	$44.2B
Q1 2024	1,879	$52.2B
Q4 2023	1,793	$43.7B
Q3 2023	1,664	$38.5B
Q2 2023	1,542	$30.9B
Q1 2023	1,573	$33.4B
Q4 2022	1,575	$35.1B
Q3 2022	1,419	$27.4B
Q2 2022	1,445	$28.3B
Q1 2022	1,451	$29.1B
Q4 2021	1,358	$22.2B
Q3 2021	1,239	$21.2B
Q2 2021	1,327	$26.3B
Q1 2021	1,272	$25.0B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2025.

Institutions holding PSX in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
FNY Investment Advisers, LLC	5	$0	0.00%	+5	New
St. Johns Investment Management Company, LLC	1	$119	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	1	$120	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	5	$597	0.00%	+5	New
Rakuten Securities, Inc.	10	$1.19K	0.00%	−1−9.1%	Reduced
Aspect Partners, LLC	10	$1.19K	0.00%	00.0%	Unchanged
Total Investment Management Inc	10	$1.19K	0.00%	+10	New
Vermillion & White Wealth Management Group, LLC	10	$1.19K	0.00%	+10	New
PayPay Securities Corp	11	$1.31K	0.06%	−10−47.6%	Reduced
Parkworth Wealth Management, Inc.	12	$1.43K	0.00%	+5+71.4%	Added
HFM Investment Advisors, LLC	13	$1.55K	0.00%	+7+116.7%	Added
Ridgewood Investments LLC	14	$1.67K	0.00%	00.0%	Unchanged
Optiver Holding B.V.	14	$1.67K	0.00%	+14	New
Disciplined Equity Management, Inc.	15	$1.79K	0.00%	+15	New
GFG Capital, LLC	16	$1.91K	0.00%	+16	New
PMV Capital Advisers, LLC	16	$1.91K	0.00%	+16	New
Kilter Group LLC	16	$1.91K	0.00%	+16	New
Dunhill Financial, LLC	16	$1.97K	0.00%	−69−81.2%	Reduced
Harvest Fund Management Co., Ltd	14	$2.00K	0.00%	−122−89.7%	Reduced
Delta Asset Management LLC	17	$2.03K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	17	$2.03K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	20	$2.39K	0.00%	−23−53.5%	Reduced
Bay Harbor Wealth Management, LLC	20	$2.39K	0.00%	+10+100.0%	Added
Binnacle Investments Inc	23	$2.74K	0.00%	+23	New
Valued Wealth Advisors LLC	24	$2.86K	0.00%	−77−76.2%	Reduced
Evergreen Private Wealth LLC	24	$2.86K	0.00%	+24	New
WealthCollab, LLC	24	$2.86K	0.00%	00.0%	Unchanged
Spurstone Advisory Services, LLC	25	$2.98K	0.05%	00.0%	Unchanged
FSA Wealth Management LLC	25	$3.01K	0.00%	00.0%	Unchanged
Semmax Financial Advisors Inc.	27	$3.25K	0.00%	−10−27.0%	Reduced
CGC Financial Services, LLC	28	$3.34K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	30	$3.58K	0.00%	00.0%	Unchanged
Tidemark, LLC	31	$3.70K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	36	$4.00K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$4.06K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	34	$4.06K	0.00%	−1,000−96.7%	Reduced
Pineridge Advisors LLC	35	$4.14K	0.00%	+10+40.0%	Added
Fiduciary Advisors, Inc.	35	$4.18K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	33	$4.29K	0.00%	+6+22.2%	Added
DiNuzzo Private Wealth, Inc.	36	$4.29K	0.00%	−2−5.3%	Reduced
SWAN Capital LLC	37	$4.41K	0.00%	+37	New
S&T Bank	39	$4.65K	0.00%	+29+290.0%	Added
Maryland Capital Advisors Inc.	42	$5.01K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	42	$5.01K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	42	$5.01K	0.01%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	44	$5.25K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	45	$5.37K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	45	$5.37K	0.00%	+32+246.2%	Added
Prudent Man Investment Management, Inc.	50	$5.70K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	50	$5.96K	0.00%	−7−12.3%	Reduced
Financial Freedom, LLC	50	$5.96K	0.00%	00.0%	Unchanged
Accredited Wealth Management, LLC	50	$5.96K	0.00%	00.0%	Unchanged
Marshall & Sullivan Inc	50	$5.96K	0.00%	+50	New
Anfield Capital Management, LLC	53	$6.32K	0.00%	00.0%	Unchanged
RMG Wealth Management LLC	51	$6.42K	0.00%	+51	New
Holos Integrated Wealth LLC	54	$6.43K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	57	$6.80K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	62	$7.00K	0.00%	+32+106.7%	Added
MJT & Associates Financial Advisory Group, Inc.	62	$7.40K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	63	$7.52K	0.00%	00.0%	Unchanged
Activest Wealth Management	65	$7.75K	0.00%	−33−33.7%	Reduced
Abound Wealth Management	65	$7.78K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	66	$7.84K	0.00%	−41−38.3%	Reduced
Core Alternative Capital	66	$7.87K	0.00%	−150−69.4%	Reduced
Lavaca Capital LLC	66	$7.87K	0.00%	00.0%	Unchanged
Albion Financial Group	67	$7.99K	0.00%	−60−47.2%	Reduced
N.E.W. Advisory Services LLC	68	$8.07K	0.00%	+1+1.5%	Added
North Capital, Inc.	68	$8.11K	0.01%	−10−12.8%	Reduced
Park Square Financial Group, LLC	68	$8.11K	0.01%	00.0%	Unchanged
First Financial Corp	69	$8.23K	0.00%	−579−89.4%	Reduced
Mid-American Wealth Advisory Group, Inc.	72	$8.59K	0.00%	+72	New
Raffa Wealth Management, LLC	74	$8.83K	0.00%	00.0%	Unchanged
Hopwood Financial Services, Inc.	75	$8.95K	0.01%	00.0%	Unchanged
Principia Wealth Advisory, LLC	75	$8.95K	0.01%	+7+10.3%	Added
Keener Financial Planning LLC	82	$9.00K	0.00%	00.0%	Unchanged
Sachetta, LLC	80	$9.54K	0.00%	+1+1.3%	Added
MPWM Advisory Solutions, LLC	81	$9.68K	0.01%	−6−6.9%	Reduced
Iron Horse Wealth Management, LLC	82	$9.78K	0.00%	00.0%	Unchanged
Alpine Bank Wealth Management	83	$9.90K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	85	$10.1K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	86	$10.3K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	87	$10.4K	0.01%	+1+1.2%	Added
SOA Wealth Advisors, LLC.	87	$10.4K	0.00%	−80−47.9%	Reduced
Howard Hughes Medical Institute	89	$10.6K	0.00%	+89	New
Blume Capital Management, Inc.	91	$10.9K	0.00%	−8−8.1%	Reduced
Morse Asset Management, Inc	92	$11.0K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	95	$11.3K	0.01%	−3,030−97.0%	Reduced
High Note Wealth, LLC	96	$11.5K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	100	$11.9K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	100	$11.9K	0.00%	−75−42.9%	Reduced
Creative Capital Management Investments LLC	100	$11.9K	0.00%	00.0%	Unchanged
Chung Wu Investment Group, LLC	100	$11.9K	0.01%	+100	New
Family Legacy Financial Solutions, LLC	100	$11.9K	0.01%	+100	New
Roxbury Financial LLC	107	$12.7K	0.01%	+2+1.9%	Added
Roble, Belko & Company, Inc	111	$13.0K	0.00%	−14−11.2%	Reduced
Country Trust Bank	110	$13.1K	0.00%	+110	New
First Community Trust NA	111	$13.2K	0.01%	00.0%	Unchanged
LGT Financial Advisors LLC	112	$13.3K	0.03%	+4+3.7%	Added
WPG Advisers, LLC	112	$13.4K	0.01%	+5+4.7%	Added
Midwest Capital Advisors, LLC	114	$13.6K	0.01%	00.0%	Unchanged