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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 20,426 | $2.44M | 0.01% | +15,592+322.5% | Added |
| Somerset Trust Co | 20,485 | $2.44M | 0.80% | −65−0.3% | Reduced |
| First Nebraska Trust Co | 20,493 | $2.44M | 0.23% | −100−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 20,646 | $2.46M | 0.04% | +321+1.6% | Added |
| NorthCrest Asset Manangement, LLC | 19,377 | $2.47M | 0.07% | +500+2.6% | Added |
| Intech Investment Management LLC | 20,863 | $2.49M | 0.02% | −4,473−17.7% | Reduced |
| Argyle Capital Management Inc. | 20,867 | $2.49M | 0.90% | +450+2.2% | Added |
| Midwest Trust Co | 20,891 | $2.49M | 0.03% | +20,891 | New |
| Gulf International Bank (UK) Ltd | 20,912 | $2.49M | 0.09% | −3,299−13.6% | Reduced |
| Groupama Asset Managment | 20,951 | $2.50M | 0.04% | −306−1.4% | Reduced |
| Cohen & Steers, Inc. | 20,983 | $2.50M | 0.00% | −24,448−53.8% | Reduced |
| Atria Investments LLC | 21,156 | $2.52M | 0.03% | −2,445−10.4% | Reduced |
| Equitable Trust Co | 21,221 | $2.53M | 0.13% | −3,787−15.1% | Reduced |
| Riverview Capital Advisers, LLC | 21,248 | $2.53M | 0.73% | −6,282−22.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,262 | $2.54M | 0.02% | −5,976−21.9% | Reduced |
| Securian Asset Management, Inc | 21,301 | $2.54M | 0.07% | −585−2.7% | Reduced |
| Magnetar Financial LLC | 21,358 | $2.55M | 0.01% | −64,537−75.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,437 | $2.56M | 0.10% | −100−0.5% | Reduced |
| Azzad Asset Management Inc | 21,442 | $2.56M | 0.27% | +1,012+5.0% | Added |
| Ferguson Wellman Capital Management, Inc | 21,492 | $2.56M | 0.05% | −312−1.4% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $2.56M | 0.05% | −700−3.2% | Reduced |
| RMR Wealth Builders | 21,576 | $2.57M | 0.23% | +21,576 | New |
| Exencial Wealth Advisors, LLC | 21,586 | $2.58M | 0.09% | −536−2.4% | Reduced |
| New Age Alpha Advisors, LLC | 21,694 | $2.59M | 0.11% | −14,326−39.8% | Reduced |
| Fifth Third Bancorp | 21,823 | $2.60M | 0.01% | −3,744−14.6% | Reduced |
| DCM Advisors, LLC | 21,854 | $2.61M | 1.12% | +2,109+10.7% | Added |
| Campbell & CO Investment Adviser LLC | 21,893 | $2.61M | 0.16% | +21,893 | New |
| Americana Partners, LLC | 21,953 | $2.62M | 0.09% | −1,522−6.5% | Reduced |
| LRT Capital Management, LLC | 22,029 | $2.63M | 1.56% | +6,792+44.6% | Added |
| Geneos Wealth Management Inc. | 22,054 | $2.63M | 0.06% | +17,445+378.5% | Added |
| Catherine Avery Investment Management LLC | 22,171 | $2.65M | 2.01% | +4,302+24.1% | Added |
| TD Private Client Wealth LLC | 22,389 | $2.67M | 0.07% | −2,275−9.2% | Reduced |
| Cheviot Value Management, LLC | 22,485 | $2.68M | 0.31% | −107−0.5% | Reduced |
| Neo Ivy Capital Management | 22,494 | $2.68M | 0.86% | +22,494 | New |
| Ramirez Asset Management, Inc. | 22,562 | $2.69M | 0.41% | +13,000+136.0% | Added |
| DT Investment Partners, LLC | 22,610 | $2.70M | 0.24% | −1,060−4.5% | Reduced |
| Community Bank, N.A. | 22,627 | $2.70M | 0.35% | +1,543+7.3% | Added |
| Silvercrest Asset Management Group LLC | 22,917 | $2.73M | 0.02% | +580+2.6% | Added |
| Rockline Wealth Management, LLC | 23,070 | $2.75M | 0.65% | −396−1.7% | Reduced |
| Federated Hermes, Inc. | 23,193 | $2.77M | 0.01% | −4,348−15.8% | Reduced |
| Tocqueville Asset Management L.P. | 23,374 | $2.79M | 0.04% | −1,583−6.3% | Reduced |
| RSM US Wealth Management LLC | 23,417 | $2.79M | 0.04% | −115−0.5% | Reduced |
| First Manhattan Co | 23,847 | $2.84M | 0.01% | −2,232−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 24,048 | $2.87M | 0.09% | +132+0.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,144 | $2.88M | 0.81% | −15−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 24,522 | $2.93M | 0.02% | −1,750−6.7% | Reduced |
| Hartford Investment Management Co | 24,556 | $2.93M | 0.09% | −660−2.6% | Reduced |
| Johnson Investment Counsel Inc | 24,933 | $2.97M | 0.03% | +649+2.7% | Added |
| Everence Capital Management Inc | 25,460 | $3.04M | 0.20% | −4,590−15.3% | Reduced |
| Davenport & Co LLC | 25,678 | $3.06M | 0.02% | +1,639+6.8% | Added |
| Cullen/Frost Bankers, Inc. | 26,012 | $3.10M | 0.04% | +7,434+40.0% | Added |
| Baxter Bros Inc | 26,067 | $3.11M | 0.38% | −3,370−11.4% | Reduced |
| Janus Henderson Group PLC | 26,154 | $3.12M | 0.00% | −102,719−79.7% | Reduced |
| Quantitative Investment Management, LLC | 26,158 | $3.12M | 0.42% | +26,158 | New |
| Principle Wealth Partners LLC | 26,204 | $3.13M | 0.20% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 26,267 | $3.13M | 0.62% | −220−0.8% | Reduced |
| Norinchukin Bank, The | 26,362 | $3.14M | 0.05% | −677−2.5% | Reduced |
| Parsons Capital Management Inc | 26,368 | $3.15M | 0.19% | −10,350−28.2% | Reduced |
| Kentucky Retirement Systems | 26,451 | $3.16M | 0.09% | −1,734−6.2% | Reduced |
| Hilltop Holdings Inc. | 26,678 | $3.18M | 0.20% | −784−2.9% | Reduced |
| Sendero Wealth Management, LLC | 26,790 | $3.20M | 0.40% | −45,861−63.1% | Reduced |
| Central Trust Co | 26,831 | $3.20M | 0.07% | −240−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,178 | $3.24M | 0.07% | +1,118+4.3% | Added |
| Metis Global Partners, LLC | 27,336 | $3.26M | 0.08% | −819−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 27,407 | $3.27M | 0.03% | −1,168−4.1% | Reduced |
| Glass Wealth Management Co LLC | 27,734 | $3.31M | 1.76% | −495−1.8% | Reduced |
| German American Bancorp, Inc. | 27,852 | $3.32M | 0.32% | −849−3.0% | Reduced |
| Brinker Capital Investments, LLC | 27,886 | $3.33M | 0.03% | +6,757+32.0% | Added |
| Cardinal Capital Management | 27,932 | $3.33M | 0.49% | +1,242+4.7% | Added |
| Mizuho Securities USA LLC | 28,156 | $3.36M | 0.07% | +28,156 | New |
| Resources Investment Advisors, LLC. | 28,293 | $3.38M | 0.04% | −342−1.2% | Reduced |
| Ellerson Group Inc | 29,422 | $3.51M | 2.47% | −325−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 29,529 | $3.52M | 0.08% | +10,050+51.6% | Added |
| Beacon Financial Group | 29,547 | $3.52M | 0.37% | −1,912−6.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 29,846 | $3.56M | 2.16% | +709+2.4% | Added |
| First American Bank | 29,952 | $3.57M | 0.24% | −309−1.0% | Reduced |
| GeoSphere Capital Management, LLC | 30,000 | $3.58M | 3.64% | +9,644+47.4% | Added |
| Sequoia Financial Advisors, LLC | 30,105 | $3.59M | 0.02% | −778−2.5% | Reduced |
| Independent Advisor Alliance | 30,591 | $3.65M | 0.11% | −229−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 30,713 | $3.66M | 0.07% | +658+2.2% | Added |
| HB Wealth Management, LLC | 30,739 | $3.67M | 0.03% | +1,463+5.0% | Added |
| Benjamin Edwards Inc | 30,878 | $3.68M | 0.05% | +1,431+4.9% | Added |
| Elo Mutual Pension Insurance Co | 31,235 | $3.73M | 0.08% | −591−1.9% | Reduced |
| Natixis | 31,422 | $3.75M | 0.02% | +22,922+269.7% | Added |
| Fundamentun, LLC | 31,657 | $3.78M | 0.17% | +1,974+6.7% | Added |
| Miracle Mile Advisors, LLC | 31,678 | $3.78M | 0.06% | −1,388−4.2% | Reduced |
| McDonald Partners LLC | 32,073 | $3.83M | 0.92% | −239−0.7% | Reduced |
| Fort Point Capital Partners LLC | 32,199 | $3.84M | 0.39% | −39,434−55.1% | Reduced |
| Northeast Financial Consultants Inc | 32,220 | $3.84M | 0.16% | −500−1.5% | Reduced |
| Pinnacle Associates Ltd | 32,356 | $3.86M | 0.06% | −592−1.8% | Reduced |
| Wolverine Trading, LLC | 32,383 | $3.86M | 0.10% | −16,704−34.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $3.88M | 1.01% | 00.0% | Unchanged |
| Colonial Trust Co | 32,560 | $3.88M | 0.57% | −5,540−14.5% | Reduced |
| Clearbridge Investments, LLC | 32,858 | $3.92M | 0.00% | −75−0.2% | Reduced |
| UniSuper Management Pty Ltd | 33,638 | $4.01M | 0.03% | −140−0.4% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.03M | 2.68% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 33,719 | $4.05M | 0.71% | +3,495+11.6% | Added |
| Community Bank & Trust, Waco, Texas | 33,957 | $4.05M | 0.92% | +394+1.2% | Added |
| Chatham Capital Group, Inc. | 34,055 | $4.06M | 0.62% | +900+2.7% | Added |
| Nations Financial Group Inc, | 34,139 | $4.07M | 0.28% | −140−0.4% | Reduced |