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
- −6 vs. Q1 2025
- Shares held
- 314.9M
- +7.25M (+2.4%) vs. Q1 2025
- Total value
- $37.4B
- −$428.9M (−1.1%) vs. Q1 2025
- New holders
- 141
- 622 more added
- Sold out
- 147
- 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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 14,166 | $1.69M | 0.02% | −579−3.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.69M | 0.20% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 14,288 | $1.70M | 0.74% | −233−1.6% | Reduced |
| Stephens Inc | 14,449 | $1.72M | 0.02% | −535−3.6% | Reduced |
| Everett Harris & Co | 14,492 | $1.73M | 0.02% | −100−0.7% | Reduced |
| Farther Finance Advisors, LLC | 14,546 | $1.74M | 0.03% | +988+7.3% | Added |
| Curbstone Financial Management Corp | 14,554 | $1.74M | 0.36% | +50+0.3% | Added |
| Caldwell Trust Co | 14,584 | $1.74M | 0.17% | −340−2.3% | Reduced |
| Harvest Portfolios Group Inc. | 14,589 | $1.74M | 0.04% | −726−4.7% | Reduced |
| Capital Advisors Inc | 14,640 | $1.75M | 0.03% | −67−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 14,640 | $1.75M | 0.04% | −941−6.0% | Reduced |
| Redwood Investment Management, LLC | 14,675 | $1.75M | 0.19% | +14,675 | New |
| Burney Co | 14,703 | $1.75M | 0.06% | −2,661−15.3% | Reduced |
| Exeter Financial, LLC | 14,725 | $1.76M | 0.78% | +1,785+13.8% | Added |
| Kovack Advisors, Inc. | 14,750 | $1.76M | 0.17% | +426+3.0% | Added |
| Oak Thistle LLC | 14,756 | $1.76M | 0.26% | −7,776−34.5% | Reduced |
| Koshinski Asset Management, Inc. | 14,781 | $1.76M | 0.13% | −285−1.9% | Reduced |
| Bank Ozk | 14,788 | $1.76M | 0.68% | +1,008+7.3% | Added |
| Clearstead Advisors, LLC | 14,882 | $1.78M | 0.02% | +1,430+10.6% | Added |
| Canada Post Corp Registered Pension Plan | 15,111 | $1.80M | 0.11% | +15,111 | New |
| Apollon Wealth Management, LLC | 15,126 | $1.80M | 0.04% | +652+4.5% | Added |
| Valeo Financial Advisors, LLC | 15,159 | $1.81M | 0.04% | +140+0.9% | Added |
| South State Corp. | 15,164 | $1.81M | 0.08% | −464−3.0% | Reduced |
| Gateway Investment Advisers LLC | 15,440 | $1.84M | 0.02% | +3,604+30.4% | Added |
| Herold Advisors, Inc. | 15,472 | $1.85M | 0.39% | −4,451−22.3% | Reduced |
| Empirical Finance, LLC | 15,526 | $1.85M | 0.10% | +100+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 15,585 | $1.86M | 0.04% | −721−4.4% | Reduced |
| TBH Global Asset Management, LLC | 15,633 | $1.87M | 0.40% | −819−5.0% | Reduced |
| Omers Administration Corp | 15,652 | $1.87M | 0.01% | −23,300−59.8% | Reduced |
| William B. Walkup & Associates, Inc. | 15,662 | $1.87M | 1.10% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 15,718 | $1.88M | 0.27% | −544−3.3% | Reduced |
| Mattern Wealth Management LLC | 15,781 | $1.88M | 0.39% | −2,630−14.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,799 | $1.88M | 0.37% | +476+3.1% | Added |
| Wedbush Securities Inc | 15,849 | $1.89M | 0.07% | +410+2.7% | Added |
| River Wealth Advisors LLC | 15,853 | $1.89M | 0.24% | −3,472−18.0% | Reduced |
| Quantbot Technologies LP | 15,920 | $1.90M | 0.05% | +15,920 | New |
| PFG Investments, LLC | 15,948 | $1.90M | 0.11% | +301+1.9% | Added |
| Atria Wealth Solutions, Inc. | 15,868 | $1.91M | 0.04% | −11,966−43.0% | Reduced |
| Vident Advisory, LLC | 16,064 | $1.92M | 0.02% | +152+1.0% | Added |
| Mediolanum International Funds Ltd | 16,092 | $1.92M | 0.02% | −5,403−25.1% | Reduced |
| Private Management Group Inc | 16,109 | $1.92M | 0.06% | +16,109 | New |
| Keystone Wealth Services, LLC | 16,118 | $1.92M | 0.46% | −300−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,143 | $1.93M | 0.01% | +669+4.3% | Added |
| Neville Rodie & Shaw Inc | 16,203 | $1.93M | 0.14% | −200−1.2% | Reduced |
| Profund Advisors LLC | 16,308 | $1.95M | 0.07% | −1,037−6.0% | Reduced |
| Avantax Planning Partners, Inc. | 16,456 | $1.96M | 0.06% | −611−3.6% | Reduced |
| Merit Financial Group, LLC | 16,485 | $1.97M | 0.02% | +6,154+59.6% | Added |
| Allworth Financial LP | 16,559 | $1.98M | 0.01% | +4,319+35.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,619 | $1.98M | 0.02% | +2,216+15.4% | Added |
| Northside Capital Management, LLC | 16,725 | $2.00M | 0.15% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 16,851 | $2.01M | 0.10% | +86+0.5% | Added |
| Gamco Investors, Inc. Et Al | 16,910 | $2.02M | 0.02% | +10,187+151.5% | Added |
| La Banque Postale Asset Management SA | 16,971 | $2.02M | 0.03% | −66,285−79.6% | Reduced |
| Voleon Capital Management LP | 16,982 | $2.03M | 0.11% | −8,979−34.6% | Reduced |
| Auxier Asset Management | 17,003 | $2.03M | 0.30% | −14−0.1% | Reduced |
| Wisconsin Capital Management LLC | 17,030 | $2.03M | 1.12% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.04M | 0.17% | 00.0% | Unchanged |
| DRW Securities, LLC | 17,299 | $2.05M | 0.14% | +8,551+97.7% | Added |
| Clifford Swan Investment Counsel LLC | 17,254 | $2.06M | 0.07% | −198−1.1% | Reduced |
| Huntleigh Advisors, Inc. | 17,324 | $2.07M | 0.40% | +116+0.7% | Added |
| HBK Sorce Advisory LLC | 17,370 | $2.07M | 0.06% | −268−1.5% | Reduced |
| Tiaa Trust, National Association | 17,414 | $2.08M | 0.01% | −1,363−7.3% | Reduced |
| Vise Technologies, Inc. | 17,531 | $2.09M | 0.09% | +17,531 | New |
| XML Financial, LLC | 17,541 | $2.09M | 0.18% | +85+0.5% | Added |
| Moser Wealth Advisors, LLC | 17,541 | $2.09M | 1.00% | +661+3.9% | Added |
| Savant Capital, LLC | 17,616 | $2.10M | 0.02% | +3,601+25.7% | Added |
| Bartlett & Co. Wealth Management LLC | 17,675 | $2.11M | 0.03% | +40.0% | Added |
| Stratos Wealth Partners, LTD. | 17,807 | $2.12M | 0.03% | −537−2.9% | Reduced |
| Synovus Financial Corp | 17,834 | $2.13M | 0.03% | +91+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,053 | $2.15M | 0.06% | −7,187−28.5% | Reduced |
| F/M Investments LLC | 18,066 | $2.16M | 0.08% | +974+5.7% | Added |
| Mutual Advisors, LLC | 17,258 | $2.16M | 0.05% | +794+4.8% | Added |
| Cherokee Insurance Co | 18,150 | $2.17M | 0.94% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 18,304 | $2.18M | 0.01% | −771−4.0% | Reduced |
| Patten & Patten Inc | 18,554 | $2.21M | 0.14% | −94−0.5% | Reduced |
| PFW Advisors LLC | 18,557 | $2.21M | 0.68% | −425−2.2% | Reduced |
| Summit Financial, LLC | 18,575 | $2.22M | 0.05% | −886−4.6% | Reduced |
| SWS Partners | 18,598 | $2.22M | 0.60% | −1,974−9.6% | Reduced |
| Stock Yards Bank & Trust Co | 18,880 | $2.25M | 0.08% | +224+1.2% | Added |
| City Holding Co | 18,942 | $2.26M | 0.30% | −73−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,966 | $2.26M | 0.07% | −1,113−5.5% | Reduced |
| Toroso Investments, LLC | 19,143 | $2.28M | 0.01% | +562+3.0% | Added |
| International Assets Investment Management, LLC | 19,194 | $2.29M | 0.18% | −66−0.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,219 | $2.29M | 0.73% | −896−4.5% | Reduced |
| Sonora Investment Management Group, LLC | 19,285 | $2.30M | 0.17% | −6,611−25.5% | Reduced |
| New Mexico Educational Retirement Board | 19,328 | $2.31M | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 19,365 | $2.31M | 0.04% | +19,365 | New |
| Prime Capital Investment Advisors, LLC | 19,406 | $2.32M | 0.03% | −5,551−22.2% | Reduced |
| Regions Financial Corp | 19,441 | $2.32M | 0.02% | +1,215+6.7% | Added |
| Becker Capital Management Inc | 19,758 | $2.36M | 0.07% | −613−3.0% | Reduced |
| Maryland State Retirement & Pension System | 19,814 | $2.36M | 0.05% | +516+2.7% | Added |
| Intrust Bank NA | 19,842 | $2.37M | 0.21% | −18−0.1% | Reduced |
| Banque Cantonale Vaudoise | 19,851 | $2.37M | 0.10% | +1,484+8.1% | Added |
| Engine Capital Management, LP | 20,000 | $2.39M | 0.50% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 20,047 | $2.39M | 0.23% | −1,529−7.1% | Reduced |
| Brookstone Capital Management | 20,130 | $2.40M | 0.03% | +614+3.1% | Added |
| Machina Capital S.A.S. | 20,234 | $2.41M | 0.50% | +20,234 | New |
| Mader & Shannon Wealth Management, Inc. | 20,313 | $2.42M | 1.32% | +94+0.5% | Added |
| KMG Fiduciary Partners, LLC | 20,369 | $2.43M | 0.18% | +953+4.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,377 | $2.43M | 1.07% | +985+5.1% | Added |