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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 9,768 | $1.17M | 0.02% | −1,191−10.9% | Reduced |
| Wealthcare Advisory Partners LLC | 9,886 | $1.18M | 0.03% | +160+1.6% | Added |
| Hilltop National Bank | 9,904 | $1.18M | 0.31% | +9,904 | New |
| Greenleaf Trust | 9,935 | $1.19M | 0.01% | −1,542−13.4% | Reduced |
| Parcion Private Wealth LLC | 9,994 | $1.19M | 0.09% | +491+5.2% | Added |
| Mariner Investment Group LLC | 10,000 | $1.19M | 0.43% | +10,000 | New |
| Investment Management Corp of Ontario | 10,001 | $1.19M | 0.02% | −1,700−14.5% | Reduced |
| Smith, Moore & Co. | 10,008 | $1.19M | 0.10% | +164+1.7% | Added |
| Smith Group Asset Management, LLC | 10,084 | $1.20M | 0.08% | 00.0% | Unchanged |
| SCS Capital Management LLC | 10,109 | $1.21M | 0.01% | +2,320+29.8% | Added |
| Lokken Investment Group LLC | 10,235 | $1.22M | 0.47% | +707+7.4% | Added |
| Tower Bridge Advisors | 10,249 | $1.22M | 0.13% | −300−2.8% | Reduced |
| Jeppson Wealth Management, LLC | 10,269 | $1.23M | 0.42% | −25−0.2% | Reduced |
| Resources Management Corp | 10,273 | $1.23M | 0.17% | −163−1.6% | Reduced |
| NewEdge Wealth, LLC | 10,302 | $1.23M | 0.02% | −4,182−28.9% | Reduced |
| Global Retirement Partners, LLC | 10,310 | $1.23M | 0.03% | +10,310 | New |
| Moors & Cabot, Inc. | 10,342 | $1.23M | 0.06% | −928−8.2% | Reduced |
| Flavin Financial Services, Inc. | 10,445 | $1.25M | 1.21% | −832−7.4% | Reduced |
| National Asset Management, Inc. | 10,474 | $1.25M | 0.06% | −7,154−40.6% | Reduced |
| Consolidated Planning Corp | 10,529 | $1.26M | 0.16% | −1,092−9.4% | Reduced |
| Alta Capital Management LLC | 10,564 | $1.26M | 0.07% | +852+8.8% | Added |
| Prudential PLC | 10,599 | $1.26M | 0.01% | +4,380+70.4% | Added |
| CFM Wealth Partners LLC | 10,611 | $1.27M | 0.20% | +8+0.1% | Added |
| AE Wealth Management LLC | 10,633 | $1.27M | 0.01% | +2,130+25.0% | Added |
| Erste Asset Management GmbH | 10,620 | $1.27M | 0.01% | +4,220+65.9% | Added |
| Sigma Planning Corp | 10,679 | $1.27M | 0.04% | −1,595−13.0% | Reduced |
| Meeder Advisory Services, Inc. | 10,681 | $1.27M | 0.07% | −768−6.7% | Reduced |
| SummitTX Capital, L.P. | 10,928 | $1.30M | 0.06% | +1,906+21.1% | Added |
| Wahed Invest LLC | 11,082 | $1.32M | 0.20% | +543+5.2% | Added |
| Bragg Financial Advisors, Inc | 11,109 | $1.33M | 0.05% | −170−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,212 | $1.34M | 0.05% | −23,974−68.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,226 | $1.34M | 0.09% | −779−6.5% | Reduced |
| Pensionmark Financial Group, LLC | 11,271 | $1.34M | 0.03% | +3,192+39.5% | Added |
| FourThought Financial Partners, LLC | 11,275 | $1.35M | 0.13% | −4,407−28.1% | Reduced |
| Bangor Savings Bank | 11,280 | $1.35M | 0.12% | −279−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 11,307 | $1.35M | 0.42% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,393 | $1.36M | 0.01% | +6,183+118.7% | Added |
| First National Advisers, LLC | 11,407 | $1.36M | 0.20% | −74−0.6% | Reduced |
| Nomura Holdings Inc | 11,446 | $1.37M | 0.01% | −4,196,715−99.7% | Reduced |
| Wetherby Asset Management Inc | 11,513 | $1.37M | 0.06% | +11,513 | New |
| Shelton Capital Management | 11,585 | $1.38M | 0.03% | −49−0.4% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.38M | 0.17% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,612 | $1.39M | 0.09% | +457+4.1% | Added |
| Williams Jones Wealth Management, LLC. | 11,612 | $1.39M | 0.02% | −250−2.1% | Reduced |
| Catalytic Wealth RIA, LLC | 11,688 | $1.39M | 0.11% | +11,688 | New |
| EP Wealth Advisors, LLC | 11,721 | $1.40M | 0.01% | +1,349+13.0% | Added |
| Buckingham Strategic Partners | 11,721 | $1.40M | 0.02% | −430−3.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,746 | $1.40M | 0.07% | −4,008−25.4% | Reduced |
| Principal Securities, Inc. | 11,782 | $1.41M | 0.03% | −4,957−29.6% | Reduced |
| TownSquare Capital, LLC | 11,815 | $1.41M | 0.14% | −16,666−58.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,854 | $1.41M | 0.01% | +1,891+19.0% | Added |
| Soundwatch Capital LLC | 1,430,039 | $1.42M | 0.30% | +1,430,039 | New |
| Dynamic Advisor Solutions LLC | 11,913 | $1.42M | 0.04% | −246−2.0% | Reduced |
| Snowden Capital Advisors LLC | 11,923 | $1.42M | 0.04% | −5,581−31.9% | Reduced |
| Pathway Financial Advisers, LLC | 11,933 | $1.42M | 0.46% | −55−0.5% | Reduced |
| IHT Wealth Management, LLC | 11,956 | $1.43M | 0.04% | −1,869−13.5% | Reduced |
| Terry L. Blaker | 12,017 | $1.43M | 0.06% | −2,184−15.4% | Reduced |
| Fruth Investment Management | 12,173 | $1.45M | 0.39% | −300−2.4% | Reduced |
| Sowell Financial Services LLC | 12,174 | $1.45M | 0.06% | −218−1.8% | Reduced |
| Donoghue Forlines LLC | 12,179 | $1.45M | 0.41% | +443+3.8% | Added |
| Umpqua Bank | 11,177 | $1.45M | 0.44% | +202+1.8% | Added |
| Vinva Investment Management Ltd | 12,256 | $1.46M | 0.04% | −5,093−29.4% | Reduced |
| Moneta Group Investment Advisors LLC | 12,267 | $1.46M | 0.02% | +626+5.4% | Added |
| Independent Financial Group, LLC | 12,270 | $1.46M | 0.04% | +1,706+16.1% | Added |
| Convergence Investment Partners, LLC | 12,290 | $1.47M | 0.37% | −175−1.4% | Reduced |
| First National Bank of Omaha | 12,386 | $1.48M | 0.10% | −737−5.6% | Reduced |
| Hancock Whitney Corp | 12,402 | $1.48M | 0.03% | −5,173−29.4% | Reduced |
| Icon Wealth Advisors, LLC | 12,459 | $1.49M | 0.11% | −7,367−37.2% | Reduced |
| Wedmont Private Capital | 11,434 | $1.49M | 0.06% | +4,853+73.7% | Added |
| GAMMA Investing LLC | 12,531 | $1.49M | 0.09% | +2,897+30.1% | Added |
| Counterweight Ventures, LLC | 12,545 | $1.50M | 0.98% | +308+2.5% | Added |
| Centiva Capital, LP | 12,570 | $1.50M | 0.10% | +12,570 | New |
| Ar Asset Management Inc | 12,600 | $1.50M | 0.33% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,698 | $1.51M | 0.31% | +415+3.4% | Added |
| Spears Abacus Advisors LLC | 12,765 | $1.52M | 0.03% | −182−1.4% | Reduced |
| Tweedy, Browne Co LLC | 12,874 | $1.54M | 0.14% | −227−1.7% | Reduced |
| Crescent Sterling, Ltd. | 12,941 | $1.54M | 1.73% | −1,806−12.2% | Reduced |
| Bessemer Group Inc | 12,989 | $1.55M | 0.00% | −4,767−26.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,998 | $1.55M | 0.02% | −137−1.0% | Reduced |
| M&G Plc | 13,103 | $1.56M | 0.01% | −9,049−40.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 13,087 | $1.56M | 0.96% | +1,174+9.9% | Added |
| Evercore Wealth Management, LLC | 13,116 | $1.56M | 0.02% | +492+3.9% | Added |
| Carret Asset Management, LLC | 13,124 | $1.57M | 0.17% | −1,214−8.5% | Reduced |
| Paragon Capital Management LLC | 13,124 | $1.57M | 0.80% | +135+1.0% | Added |
| Bleakley Financial Group, LLC | 13,202 | $1.57M | 0.04% | +13,202 | New |
| Great Lakes Retirement, Inc. | 13,265 | $1.58M | 0.19% | +1,426+12.0% | Added |
| CWC Advisors, LLC. | 13,271 | $1.58M | 0.82% | −168−1.3% | Reduced |
| Ethic Inc. | 13,347 | $1.59M | 0.03% | +1,603+13.6% | Added |
| Private Capital Management, LLC | 13,399 | $1.60M | 0.16% | +202+1.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,413 | $1.60M | 1.54% | −114−0.8% | Reduced |
| Equitable Holdings, Inc. | 13,428 | $1.60M | 0.01% | +1,378+11.4% | Added |
| YHB Investment Advisors, Inc. | 13,472 | $1.61M | 0.12% | +307+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,506 | $1.61M | 0.07% | +324+2.5% | Added |
| Logan Capital Management Inc | 13,715 | $1.64M | 0.08% | −124−0.9% | Reduced |
| NFJ Investment Group, LLC | 13,763 | $1.64M | 0.06% | −140−1.0% | Reduced |
| Energy Income Partners, LLC | 13,792 | $1.65M | 0.03% | −243−1.7% | Reduced |
| Segment Wealth Management, LLC | 13,922 | $1.66M | 0.11% | +222+1.6% | Added |
| QRG Capital Management, Inc. | 14,040 | $1.67M | 0.01% | −5,563−28.4% | Reduced |
| Squarepoint Ops LLC | 14,091 | $1.68M | 0.00% | −20,560−59.3% | Reduced |
| Marion Wealth Management | 14,141 | $1.69M | 0.42% | +507+3.7% | Added |