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).
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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 5,243 | $617.5K | 0.08% | +5,243 | New |
| Net Worth Advisory Group | 5,184 | $618.4K | 0.14% | +730+16.4% | Added |
| Walleye Capital LLC | 5,195 | $619.8K | 0.01% | −699−11.9% | Reduced |
| Endeavor Private Wealth, Inc. | 5,237 | $624.8K | 0.30% | −554−9.6% | Reduced |
| Callan Family Office, LLC | 5,274 | $629.2K | 0.02% | +2,228+73.1% | Added |
| Baring Financial LLC | 5,284 | $630.4K | 0.47% | −50−0.9% | Reduced |
| Norden Group LLC | 5,304 | $632.7K | 0.07% | −813−13.3% | Reduced |
| Basepoint Wealth LLC | 5,328 | $635.7K | 0.49% | −111−2.0% | Reduced |
| Westhampton Capital, LLC | 5,340 | $637.1K | 0.33% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,346 | $637.8K | 0.29% | +1,560+41.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,348 | $638.0K | 0.04% | −413−7.2% | Reduced |
| Trust Co of Toledo NA | 5,363 | $639.8K | 0.07% | −216−3.9% | Reduced |
| Weatherly Asset Management L. P. | 5,365 | $640.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,375 | $641.2K | 0.01% | +564+11.7% | Added |
| Doheny Asset Management | 5,379 | $642.0K | 0.45% | −310−5.4% | Reduced |
| Essex Savings Bank | 5,390 | $643.0K | 0.15% | −159−2.9% | Reduced |
| Csenge Advisory Group | 5,695 | $646.3K | 0.03% | +238+4.4% | Added |
| EPG Wealth Management LLC | 5,452 | $650.4K | 0.20% | +105+2.0% | Added |
| Essex Financial Services, Inc. | 5,464 | $651.8K | 0.04% | +1,642+43.0% | Added |
| Abundance Wealth Counselors | 5,467 | $652.0K | 0.12% | +88+1.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,471 | $652.7K | 0.11% | +5+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,497 | $655.8K | 0.00% | +937+20.5% | Added |
| Atomi Financial Group, Inc. | 5,504 | $656.7K | 0.02% | +23+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,533 | $660.1K | 0.01% | −195−3.4% | Reduced |
| Whitener Capital Management, Inc. | 5,534 | $660.2K | 0.17% | +186+3.5% | Added |
| Checchi Capital Advisers, LLC | 5,621 | $670.6K | 0.05% | −583−9.4% | Reduced |
| LVZ Advisors, Inc. | 5,643 | $673.2K | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,656 | $674.8K | 0.01% | +714+14.4% | Added |
| First National Bank & Trust Co of Newtown | 5,678 | $677.4K | 0.14% | −90−1.6% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $680.4K | 0.12% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,733 | $683.9K | 0.01% | +1,601+38.7% | Added |
| Danske Bank A/S | 5,739 | $684.7K | 0.00% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,741 | $684.9K | 0.21% | 00.0% | Unchanged |
| Valley Brook Capital Group | 5,750 | $686.0K | 0.51% | −199−3.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,778 | $689.3K | 0.35% | +15+0.3% | Added |
| Rathbone Brothers plc | 5,785 | $690.1K | 0.00% | −965−14.3% | Reduced |
| Camden Capital, LLC | 5,808 | $692.9K | 0.07% | +4+0.1% | Added |
| Keynote Financial Services LLC | 5,825 | $694.9K | 0.47% | −35−0.6% | Reduced |
| Brighton Jones LLC | 5,841 | $696.8K | 0.02% | −5,567−48.8% | Reduced |
| Ausdal Financial Partners, Inc. | 5,844 | $697.2K | 0.05% | +579+11.0% | Added |
| Massmutual Trust Co FSB | 5,898 | $703.6K | 0.02% | −166−2.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $708.4K | 0.13% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,982 | $713.7K | 0.03% | +440+7.9% | Added |
| Strategic Financial Services, Inc, | 5,995 | $715.2K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,000 | $715.8K | 0.11% | 00.0% | Unchanged |
| Bank of Hawaii | 6,005 | $716.4K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,022 | $718.5K | 0.02% | −333−5.2% | Reduced |
| Annex Advisory Services, LLC | 6,027 | $719.0K | 0.02% | −3,649−37.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 6,049 | $721.5K | 0.01% | +1,622+36.6% | Added |
| Heck Capital Advisors, LLC | 6,049 | $721.6K | 0.06% | +28+0.5% | Added |
| Tyche Wealth Partners LLC | 6,086 | $726.0K | 0.15% | +51+0.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 6,090 | $726.5K | 0.03% | +6,090 | New |
| Wealth Advisory Solutions, LLC | 6,109 | $728.8K | 0.18% | +30+0.5% | Added |
| Busey Wealth Management | 6,111 | $729.0K | 0.02% | −279−4.4% | Reduced |
| Davis Investment Partners, LLC | 5,930 | $730.3K | 0.26% | +16+0.3% | Added |
| Probity Advisors, Inc. | 6,194 | $738.9K | 0.13% | +874+16.4% | Added |
| Allen Capital Group, LLC | 6,203 | $740.0K | 0.08% | +556+9.8% | Added |
| Sherbrooke Park Advisers LLC | 6,231 | $743.4K | 0.32% | +6,231 | New |
| RMB Capital Management, LLC | 6,245 | $745.0K | 0.01% | +3,528+129.8% | Added |
| American Financial Group Inc | 6,250 | $745.6K | 0.28% | 00.0% | Unchanged |
| GWN Securities Inc. | 6,224 | $746.1K | 0.14% | +3,532+131.2% | Added |
| 1st Source Bank | 6,255 | $746.2K | 0.04% | +93+1.5% | Added |
| Peoples Bank | 6,289 | $750.3K | 0.46% | −150−2.3% | Reduced |
| Philip James Wealth Mangement, LLC | 6,324 | $754.4K | 0.10% | +10.0% | Added |
| LexAurum Advisors, LLC | 6,338 | $756.1K | 0.12% | +3,000+89.9% | Added |
| Valmark Advisers, Inc. | 6,357 | $758.3K | 0.01% | −54−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,374 | $760.4K | 0.07% | 00.0% | Unchanged |
| Martingale Asset Management L P | 6,400 | $763.5K | 0.02% | −3,710−36.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,454 | $770.0K | 0.06% | +4,671+262.0% | Added |
| Miller Investment Management, LP | 6,500 | $775.5K | 0.08% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 6,549 | $781.3K | 0.13% | +4,248+184.6% | Added |
| Aviance Capital Partners, LLC | 6,569 | $783.7K | 0.10% | +630+10.6% | Added |
| America First Investment Advisors, LLC | 6,580 | $785.0K | 0.16% | −487−6.9% | Reduced |
| Portman Square Capital LLP | 6,584 | $785.5K | 0.08% | +2,946+81.0% | Added |
| Private Trust Co NA | 6,588 | $785.9K | 0.07% | −315−4.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,590 | $786.2K | 0.35% | +281+4.5% | Added |
| Confluence Wealth Services, Inc. | 6,609 | $788.5K | 0.04% | +23+0.3% | Added |
| Fiduciary Alliance LLC | 6,634 | $791.4K | 0.06% | −1,679−20.2% | Reduced |
| Mairs & Power Inc | 6,656 | $794.1K | 0.01% | −3,631−35.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,658 | $794.3K | 0.17% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 6,687 | $797.8K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,711 | $800.6K | 0.26% | −649−8.8% | Reduced |
| NorthRock Partners, LLC | 6,754 | $805.7K | 0.02% | +511+8.2% | Added |
| Coastal Bridge Advisors, LLC | 6,766 | $807.2K | 0.07% | +6,766 | New |
| MCF Advisors LLC | 6,806 | $811.9K | 0.05% | +138+2.1% | Added |
| Pinnacle Financial Partners Inc | 6,823 | $814.0K | 0.02% | +518+8.2% | Added |
| StoneX Group Inc. | 6,830 | $814.8K | 0.04% | −329−4.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,843 | $816.3K | 0.03% | −465−6.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,858 | $818.2K | 0.04% | +1,398+25.6% | Added |
| Boston Trust Walden Corp | 6,860 | $818.4K | 0.01% | −133−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 6,876 | $820.4K | 0.02% | −28−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 6,877 | $820.5K | 0.51% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,925 | $826.2K | 0.03% | −3,113−31.0% | Reduced |
| AA Financial Advisors, LLC | 6,932 | $827.0K | 0.18% | +1,576+29.4% | Added |
| Hunter Associates Investment Management LLC | 6,927 | $830.0K | 0.12% | −82−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 6,972 | $831.8K | 0.05% | −44−0.6% | Reduced |
| Mather Group, LLC. | 6,976 | $832.4K | 0.01% | +734+11.8% | Added |
| Peapack Gladstone Financial Corp | 6,993 | $834.0K | 0.01% | −85−1.2% | Reduced |
| Carlson Capital L P | 7,000 | $835.1K | 0.47% | +7,000 | New |
| Strategic Advisors LLC | 7,005 | $835.6K | 0.16% | −924−11.7% | Reduced |