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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 7,026 | $838.2K | 0.25% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,030 | $838.7K | 0.02% | +27+0.4% | Added |
| Welch & Forbes LLC | 7,047 | $840.7K | 0.01% | +250+3.7% | Added |
| Oddo BHF Asset Management SAS | 7,062 | $842.5K | 0.03% | −255−3.5% | Reduced |
| Bradley Foster & Sargent Inc | 7,064 | $842.7K | 0.01% | −227−3.1% | Reduced |
| AlphaStar Capital Management, LLC | 7,067 | $843.0K | 0.06% | +7,067 | New |
| Baker Ellis Asset Management LLC | 7,084 | $845.1K | 0.12% | −259−3.5% | Reduced |
| First National Trust Co | 7,103 | $847.4K | 0.03% | −504−6.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $850.0K | 0.52% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 7,190 | $857.8K | 0.37% | +5,472+318.5% | Added |
| David Loasby | 7,192 | $860.2K | 0.07% | −108−1.5% | Reduced |
| WealthTrust Axiom LLC | 7,222 | $861.6K | 0.25% | −19−0.3% | Reduced |
| Lebenthal Global Advisors, LLC | 7,275 | $867.9K | 0.16% | −819−10.1% | Reduced |
| Greenland Capital Management LP | 7,325 | $873.9K | 0.11% | +7,325 | New |
| Country Club Bank | 7,362 | $877.9K | 0.06% | +95+1.3% | Added |
| Institute for Wealth Management, LLC. | 7,369 | $879.1K | 0.10% | −75−1.0% | Reduced |
| Fiduciary Group LLC | 7,454 | $889.3K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,493 | $893.9K | 0.07% | +943+14.4% | Added |
| V-Square Quantitative Management LLC | 7,513 | $896.3K | 0.12% | +582+8.4% | Added |
| Navalign, LLC | 7,522 | $897.4K | 0.25% | +108+1.5% | Added |
| Impact Capital Partners LLC | 7,553 | $901.1K | 0.30% | +153+2.1% | Added |
| Fairfield, Bush & Co. | 7,564 | $902.4K | 0.51% | −498−6.2% | Reduced |
| Creekmur Asset Management LLC | 7,569 | $903.0K | 0.16% | +3,796+100.6% | Added |
| Bull Street Advisors, LLC | 7,606 | $907.0K | 0.44% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,607 | $907.6K | 0.05% | +235+3.2% | Added |
| Eagle Global Advisors LLC | 7,629 | $910.1K | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,636 | $911.0K | 0.19% | −327−4.1% | Reduced |
| GTS Securities LLC | 7,655 | $913.2K | 0.04% | −8,555−52.8% | Reduced |
| Diversify Advisory Services, LLC | 7,611 | $913.6K | 0.03% | +4,560+149.5% | Added |
| ArrowMark Colorado Holdings LLC | 7,700 | $918.6K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,712 | $920.0K | 0.06% | +628+8.9% | Added |
| Fisher Asset Management, LLC | 7,720 | $921.1K | 0.00% | +1,516+24.4% | Added |
| Van Hulzen Asset Management, LLC | 7,746 | $924.1K | 0.08% | +26+0.3% | Added |
| Cowa, LLC | 7,835 | $936.4K | 0.36% | −165−2.1% | Reduced |
| Arvest Bank Trust Division | 7,897 | $942.1K | 0.05% | +219+2.9% | Added |
| BWM Planning, LLC | 7,929 | $945.9K | 0.33% | −233−2.9% | Reduced |
| Foundations Investment Advisors, LLC | 7,929 | $945.9K | 0.01% | +2,713+52.0% | Added |
| Westmount Partners, LLC | 7,938 | $947.1K | 0.26% | +30.0% | Added |
| Searle & Co. | 8,017 | $956.4K | 0.27% | −8−0.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,025 | $957.4K | 0.27% | −622−7.2% | Reduced |
| Flagship Harbor Advisors, LLC | 8,026 | $957.4K | 0.05% | −533−6.2% | Reduced |
| Verdence Capital Advisors LLC | 8,093 | $965.5K | 0.07% | −152−1.8% | Reduced |
| J. W. Coons Advisors, LLC | 8,108 | $967.3K | 0.22% | −1,710−17.4% | Reduced |
| Westwood Holdings Group Inc. | 8,140 | $971.1K | 0.01% | +67+0.8% | Added |
| Barry Investment Advisors, LLC | 8,174 | $975.1K | 0.24% | −8−0.1% | Reduced |
| Stegent Equity Advisors, Inc. | 8,185 | $976.5K | 0.86% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 8,223 | $981.0K | 0.48% | −847−9.3% | Reduced |
| Naviter Wealth, LLC | 8,255 | $984.8K | 0.12% | −902−9.9% | Reduced |
| IFP Advisors, Inc | 7,749 | $986.5K | 0.03% | −11,379−59.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,320 | $992.6K | 0.16% | −1,010−10.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,324 | $993.1K | 0.19% | +62+0.8% | Added |
| Grimes & Company, Inc. | 8,340 | $994.9K | 0.03% | +1,554+22.9% | Added |
| Forum Financial Management, LP | 8,343 | $995.4K | 0.02% | +725+9.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,380 | $999.7K | 0.23% | −237−2.8% | Reduced |
| Mystic Asset Management, Inc. | 8,383 | $1.00M | 0.24% | +96+1.2% | Added |
| Wealthspire Advisors, LLC | 8,400 | $1.00M | 0.01% | −12,126−59.1% | Reduced |
| MONECO Advisors, LLC | 8,437 | $1.01M | 0.09% | +200+2.4% | Added |
| Thoroughbred Financial Services, LLC | 8,478 | $1.01M | 0.07% | −3,295−28.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,497 | $1.01M | 0.03% | +2,608+44.3% | Added |
| Inscription Capital, LLC | 8,498 | $1.01M | 0.15% | −4,655−35.4% | Reduced |
| Argent Trust Co | 8,499 | $1.01M | 0.04% | +85+1.0% | Added |
| Delta Financial Advisors LLC | 8,552 | $1.02M | 0.36% | −423−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,569 | $1.02M | 0.14% | −3,632−29.8% | Reduced |
| Chicago Partners Investment Group LLC | 8,004 | $1.02M | 0.03% | +544+7.3% | Added |
| Fiduciary Trust Co | 8,599 | $1.03M | 0.01% | −4,131−32.5% | Reduced |
| Signaturefd, LLC | 8,627 | $1.03M | 0.02% | −1,487−14.7% | Reduced |
| 49 Wealth Management, LLC | 8,639 | $1.03M | 0.11% | +4,368+102.3% | Added |
| Horizon Investments, LLC | 8,789 | $1.05M | 0.02% | −1,074−10.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,792 | $1.05M | 0.01% | −1,047−10.6% | Reduced |
| Cornerstone Advisors, LLC | 8,800 | $1.05M | 0.04% | −400−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,810 | $1.05M | 0.04% | −357−3.9% | Reduced |
| Guyasuta Investment Advisors Inc | 8,820 | $1.05M | 0.06% | +66+0.8% | Added |
| Vestcor Inc | 8,860 | $1.06M | 0.03% | +1,463+19.8% | Added |
| Lowe Brockenbrough & Co Inc | 8,897 | $1.06M | 0.06% | +23+0.3% | Added |
| Alpine Woods Capital Investors, LLC | 8,908 | $1.06M | 0.25% | +6,411+256.7% | Added |
| Mirae Asset Securities (USA) Inc. | 8,923 | $1.06M | 0.05% | +8,923 | New |
| Wealth Alliance Advisory Group, LLC | 8,940 | $1.07M | 0.20% | −90−1.0% | Reduced |
| Glenview Trust Co | 8,949 | $1.07M | 0.02% | +229+2.6% | Added |
| Legacy Financial Advisors, Inc. | 8,999 | $1.07M | 0.17% | +2,590+40.4% | Added |
| Ingalls & Snyder LLC | 9,012 | $1.07M | 0.04% | −10−0.1% | Reduced |
| MUFG Securities Americas Inc. | 9,029 | $1.08M | 0.09% | +1,719+23.5% | Added |
| Lee Danner & Bass Inc | 9,038 | $1.08M | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 9,060 | $1.08M | 0.02% | +3,226+55.3% | Added |
| Oak Hill Wealth Advisors, LLC | 8,405 | $1.09M | 0.23% | +493+6.2% | Added |
| Wimmer Associates 1, LLC | 9,180 | $1.10M | 0.56% | −25−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 9,181 | $1.10M | 0.06% | +1,020+12.5% | Added |
| Quadrant Capital Group LLC | 9,273 | $1.11M | 0.04% | −1,012−9.8% | Reduced |
| Pavion Blue Capital, LLC | 9,306 | $1.11M | 0.49% | −766−7.6% | Reduced |
| Intrua Financial, LLC | 9,309 | $1.11M | 0.16% | +419+4.7% | Added |
| Beacon Investment Advisors LLC | 9,322 | $1.11M | 0.48% | −113−1.2% | Reduced |
| Ostrum Asset Management | 9,369 | $1.12M | 0.05% | −2,565−21.5% | Reduced |
| Poehling Capital Management, LLC | 9,411 | $1.12M | 0.26% | +3,094+49.0% | Added |
| Adirondack Trust Co | 9,433 | $1.13M | 0.41% | −439−4.4% | Reduced |
| Quarry LP | 9,482 | $1.13M | 0.26% | +3,652+62.6% | Added |
| Cullinan Associates Inc | 9,639 | $1.15M | 0.08% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,657 | $1.15M | 0.02% | +9,657 | New |
| Avidian Wealth Solutions, LLC | 9,669 | $1.15M | 0.05% | +1,034+12.0% | Added |
| Harfst & Associates, Inc. | 9,670 | $1.15M | 0.24% | +4,221+77.5% | Added |
| Tower Research Capital LLC (TRC) | 9,691 | $1.16M | 0.03% | −22,260−69.7% | Reduced |
| Balyasny Asset Management LLC | 9,765 | $1.16M | 0.00% | −24,039−71.1% | Reduced |