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 |
|---|---|---|---|---|---|
| Martin Capital Partners, LLC | 34,158 | $4.08M | 1.60% | +24,354+248.4% | Added |
| Vontobel Holding Ltd. | 34,404 | $4.10M | 0.01% | +1,581+4.8% | Added |
| Invesco, LLC | 34,861 | $4.16M | 1.55% | −930−2.6% | Reduced |
| Steel Peak Wealth Management LLC | 35,077 | $4.18M | 0.16% | +1,720+5.2% | Added |
| Kintayl Capital LP | 35,091 | $4.19M | 2.62% | +11,977+51.8% | Added |
| Oregon Public Employees Retirement Fund | 35,149 | $4.19M | 0.07% | −700−2.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 35,321 | $4.21M | 0.51% | +12,894+57.5% | Added |
| KBC Group NV | 35,343 | $4.22M | 0.01% | +3,910+12.4% | Added |
| Private Advisor Group, LLC | 35,459 | $4.23M | 0.02% | −120−0.3% | Reduced |
| Cary Street Partners Financial LLC | 35,609 | $4.25M | 0.12% | −1,540−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,003 | $4.30M | 0.00% | +536+1.5% | Added |
| Gladstone Institutional Advisory LLC | 36,062 | $4.30M | 0.18% | +196+0.5% | Added |
| Umb Bank N A | 36,088 | $4.31M | 0.07% | −1,418−3.8% | Reduced |
| Oppenheimer & Co Inc | 36,116 | $4.31M | 0.06% | +440+1.2% | Added |
| United Capital Financial Advisers, LLC | 36,165 | $4.31M | 0.03% | −1,607−4.3% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $4.35M | 0.41% | +21,513+143.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 36,478 | $4.35M | 0.60% | +2,846+8.5% | Added |
| Generali Asset Management SPA SGR | 36,574 | $4.36M | 0.10% | −6,910−15.9% | Reduced |
| Sterling Capital Management LLC | 36,665 | $4.37M | 0.06% | +27,767+312.1% | Added |
| Ancora Advisors, LLC | 36,887 | $4.40M | 0.09% | +378+1.0% | Added |
| Bryn Mawr Trust Co | 36,902 | $4.40M | 0.08% | +1,856+5.3% | Added |
| Farmers & Merchants Investments Inc | 37,465 | $4.47M | 0.13% | −40.0% | Reduced |
| Brady Family Wealth, LLC | 37,480 | $4.47M | 1.38% | −1,510−3.9% | Reduced |
| Sienna Gestion | 41,182 | $4.49M | 0.31% | 00.0% | Unchanged |
| Meyer Handelman Co | 37,722 | $4.50M | 0.15% | −750−1.9% | Reduced |
| Brevan Howard Capital Management LP | 37,992 | $4.53M | 0.05% | +18,463+94.5% | Added |
| Huntington National Bank | 38,268 | $4.57M | 0.03% | −218−0.6% | Reduced |
| HM Payson & Co | 38,291 | $4.57M | 0.07% | +1,599+4.4% | Added |
| Rothschild Investment LLC | 38,943 | $4.65M | 0.29% | +1,007+2.7% | Added |
| Montgomery Investment Management Inc | 38,996 | $4.65M | 1.80% | −1,499−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 39,048 | $4.66M | 0.83% | +5,553+16.6% | Added |
| Strategic Planning Group, LLC | 39,102 | $4.66M | 0.76% | +3,754+10.6% | Added |
| Compass Wealth Management LLC | 39,192 | $4.68M | 1.11% | +18,563+90.0% | Added |
| HITE Hedge Asset Management LLC | 39,372 | $4.70M | 0.27% | +39,372 | New |
| Envestnet Portfolio Solutions, Inc. | 39,501 | $4.71M | 0.02% | −3,626−8.4% | Reduced |
| Altrius Capital Management Inc | 39,569 | $4.72M | 1.10% | +3,714+10.4% | Added |
| Quotient Wealth Partners, LLC | 39,642 | $4.73M | 0.14% | +232+0.6% | Added |
| NEOS Investment Management LLC | 39,698 | $4.74M | 0.06% | +7,350+22.7% | Added |
| Texas Yale Capital Corp. | 39,948 | $4.77M | 0.16% | −750−1.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 39,980 | $4.77M | 0.57% | +3,037+8.2% | Added |
| Colonial Trust Advisors | 40,063 | $4.78M | 0.39% | −2,732−6.4% | Reduced |
| Quadrature Capital Ltd | 40,272 | $4.80M | 0.08% | +40,272 | New |
| Prospera Financial Services Inc | 40,336 | $4.81M | 0.09% | −5,596−12.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40,743 | $4.86M | 0.63% | +7,492+22.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,159 | $4.91M | 0.01% | −13,207−24.3% | Reduced |
| Heritage Trust Co | 41,416 | $4.94M | 0.57% | +1,509+3.8% | Added |
| Edgestream Partners, L.P. | 41,511 | $4.95M | 0.14% | +41,511 | New |
| Kesler, Norman & Wride, LLC | 41,575 | $4.96M | 0.88% | +710+1.7% | Added |
| Trajan Wealth LLC | 41,657 | $4.97M | 0.24% | +1,016+2.5% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.03M | 1.38% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 42,167 | $5.03M | 0.30% | +1,520+3.7% | Added |
| CWM, LLC | 42,204 | $5.04M | 0.02% | +4,404+11.7% | Added |
| Thrivent Financial for Lutherans | 42,205 | $5.04M | 0.01% | +18,895+81.1% | Added |
| Aptus Capital Advisors, LLC | 42,260 | $5.04M | 0.05% | +2,939+7.5% | Added |
| Coldstream Capital Management Inc | 42,303 | $5.05M | 0.08% | +1,020+2.5% | Added |
| OP Asset Management Ltd | 42,410 | $5.06M | 0.07% | +313+0.7% | Added |
| King Luther Capital Management Corp | 42,478 | $5.07M | 0.02% | +95+0.2% | Added |
| Canal Insurance CO | 42,500 | $5.07M | 1.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 42,584 | $5.08M | 0.09% | −3,286−7.2% | Reduced |
| San Luis Wealth Advisors LLC | 42,649 | $5.09M | 1.09% | +37,743+769.3% | Added |
| Arkadios Wealth Advisors | 42,855 | $5.11M | 0.15% | +12,667+42.0% | Added |
| Dakota Wealth Management | 43,927 | $5.24M | 0.11% | −3,979−8.3% | Reduced |
| Woodline Partners LP | 44,072 | $5.26M | 0.03% | +9,181+26.3% | Added |
| Lido Advisors, LLC | 44,610 | $5.32M | 0.03% | −3,405−7.1% | Reduced |
| Old National Bancorp | 45,001 | $5.37M | 0.10% | +37,900+533.7% | Added |
| Navellier & Associates Inc | 45,313 | $5.41M | 0.67% | +35+0.1% | Added |
| Manning & Napier Advisors LLC | 45,428 | $5.42M | 0.06% | −62,728−58.0% | Reduced |
| Disciplined Investments, LLC | 45,594 | $5.44M | 2.30% | −6,154−11.9% | Reduced |
| Stolper Co | 45,635 | $5.44M | 1.79% | −512−1.1% | Reduced |
| Salem Investment Counselors Inc | 45,681 | $5.45M | 0.17% | −203−0.4% | Reduced |
| State of Alaska, Department of Revenue | 45,876 | $5.47M | 0.06% | −2,520−5.2% | Reduced |
| Atlantic Union Bankshares Corp | 46,159 | $5.51M | 0.13% | +5,598+13.8% | Added |
| AlTi Global, Inc. | 44,629 | $5.56M | 0.14% | +2,397+5.7% | Added |
| Mutual of America Capital Management LLC | 46,718 | $5.57M | 0.06% | −1,302−2.7% | Reduced |
| Park Avenue Securities LLC | 46,794 | $5.58M | 0.05% | −1,362−2.8% | Reduced |
| Level Four Advisory Services, LLC | 47,588 | $5.68M | 0.21% | +4,281+9.9% | Added |
| Stablepoint Partners, LLC | 47,648 | $5.68M | 0.97% | +320+0.7% | Added |
| Scissortail Wealth Management, LLC | 47,746 | $5.70M | 1.37% | −400−0.8% | Reduced |
| MAI Capital Management | 47,861 | $5.71M | 0.04% | +3,197+7.2% | Added |
| Wesbanco Bank Inc | 47,888 | $5.71M | 0.17% | +148+0.3% | Added |
| Warren Averett Asset Management, LLC | 48,014 | $5.73M | 0.06% | −2,424−4.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 48,077 | $5.74M | 0.02% | +14,150+41.7% | Added |
| Swiss Life Asset Management Ltd | 49,342 | $5.89M | 0.03% | +2,366+5.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,390 | $5.89M | 0.02% | +2,260+4.8% | Added |
| Bank of Nova Scotia | 49,491 | $5.90M | 0.01% | +1,946+4.1% | Added |
| Royal Fund Management, LLC | 49,517 | $5.91M | 0.63% | +2,531+5.4% | Added |
| Mackenzie Financial Corp | 49,615 | $5.92M | 0.01% | +5,731+13.1% | Added |
| Commerce Bank | 49,632 | $5.92M | 0.03% | −3,956−7.4% | Reduced |
| Leavell Investment Management, Inc. | 49,959 | $5.96M | 0.27% | −2,500−4.8% | Reduced |
| RBF Capital, LLC | 50,000 | $5.96M | 0.30% | 00.0% | Unchanged |
| Schroder Investment Management Group | 50,260 | $6.00M | 0.01% | −2,008−3.8% | Reduced |
| Mirador Capital Partners LP | 50,364 | $6.01M | 0.98% | +1,291+2.6% | Added |
| Nissay Asset Management Corp | 50,471 | $6.02M | 0.04% | −822−1.6% | Reduced |
| Kornitzer Capital Management Inc | 50,802 | $6.06M | 0.12% | −600−1.2% | Reduced |
| Advisors Asset Management, Inc. | 51,119 | $6.10M | 0.11% | −5,751−10.1% | Reduced |
| CIBC World Markets Corp | 51,272 | $6.12M | 0.04% | +1,458+2.9% | Added |
| NewSquare Capital LLC | 52,111 | $6.14M | 0.46% | +2,364+4.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 51,676 | $6.16M | 0.01% | −9,067−14.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $6.30M | 0.32% | 00.0% | Unchanged |
| JustInvest LLC | 52,947 | $6.32M | 0.07% | +8,461+19.0% | Added |