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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 53,182 | $6.34M | 0.13% | +414+0.8% | Added |
| Telos Capital Management, Inc. | 53,565 | $6.39M | 0.65% | +1,150+2.2% | Added |
| Nordwand Advisors, LLC | 53,681 | $6.40M | 1.02% | +53,681 | New |
| Walleye Trading LLC | 54,246 | $6.47M | 0.16% | +48,106+783.5% | Added |
| Public Employees Retirement Association of Colorado | 54,505 | $6.50M | 0.03% | −2,063−3.6% | Reduced |
| USS Investment Management Ltd | 55,077 | $6.57M | 0.04% | −60,717−52.4% | Reduced |
| New York Life Investment Management LLC | 55,453 | $6.62M | 0.06% | +188+0.3% | Added |
| Ieq Capital, LLC | 56,249 | $6.71M | 0.04% | +13,311+31.0% | Added |
| TD Waterhouse Canada Inc. | 54,534 | $6.71M | 0.05% | +6,656+13.9% | Added |
| Jones Financial Companies LLLP | 56,438 | $6.73M | 0.01% | +12,078+27.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 56,810 | $6.78M | 1.34% | +3,941+7.5% | Added |
| Mercer Global Advisors Inc | 57,035 | $6.80M | 0.02% | −2,279−3.8% | Reduced |
| Alley Investment Management Company, LLC | 57,318 | $6.84M | 0.83% | +787+1.4% | Added |
| Brown Advisory Inc | 57,439 | $6.85M | 0.01% | +145+0.3% | Added |
| River Road Asset Management, LLC | 55,604 | $6.87M | 0.09% | +18,957+51.7% | Added |
| CIBC Asset Management Inc | 57,637 | $6.88M | 0.02% | −14,339−19.9% | Reduced |
| Cypress Capital Group | 58,816 | $7.02M | 0.87% | −4,594−7.2% | Reduced |
| Spirit of America Management Corp | 59,186 | $7.06M | 1.47% | −14,350−19.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,286 | $7.19M | 0.06% | +11,060+22.5% | Added |
| Entropy Technologies, LP | 60,756 | $7.25M | 0.58% | +60,756 | New |
| Xponance, Inc. | 61,226 | $7.30M | 0.06% | +2,033+3.4% | Added |
| Yousif Capital Management, LLC | 61,401 | $7.33M | 0.08% | −100.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 61,821 | $7.38M | 0.07% | +1,899+3.2% | Added |
| Foundation Resource Management Inc | 62,933 | $7.51M | 1.16% | −413−0.7% | Reduced |
| British Columbia Investment Management Corp | 64,114 | $7.65M | 0.04% | −14,870−18.8% | Reduced |
| Pathstone Holdings, LLC | 64,314 | $7.67M | 0.03% | −19,350−23.1% | Reduced |
| Rodgers Brothers Inc. | 65,913 | $7.86M | 0.99% | −600−0.9% | Reduced |
| IFM Investors Pty Ltd | 66,119 | $7.89M | 0.08% | −1,502−2.2% | Reduced |
| Advisors Capital Management, LLC | 66,199 | $7.90M | 0.11% | +2,766+4.4% | Added |
| Verition Fund Management LLC | 66,583 | $7.94M | 0.05% | −30,183−31.2% | Reduced |
| Osborne Partners Capital Management, LLC | 66,763 | $7.96M | 0.42% | −150.0% | Reduced |
| Utah Retirement Systems | 67,716 | $8.08M | 0.08% | −651−1.0% | Reduced |
| Cambria Investment Management, L.P. | 68,954 | $8.23M | 0.55% | −7,204−9.5% | Reduced |
| Voloridge Investment Management, LLC | 69,219 | $8.26M | 0.03% | +69,219 | New |
| Venture Visionary Partners LLC | 69,551 | $8.30M | 0.31% | −1,041−1.5% | Reduced |
| AXA S.A. | 69,696 | $8.31M | 0.02% | −3,408−4.7% | Reduced |
| Teacher Retirement System of Texas | 71,397 | $8.52M | 0.04% | −8,159−10.3% | Reduced |
| Illinois Municipal Retirement Fund | 71,576 | $8.54M | 0.12% | +22,351+45.4% | Added |
| Calamos Advisors LLC | 71,944 | $8.58M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 73,068 | $8.72M | 0.14% | +31,629+76.3% | Added |
| Adell Harriman & Carpenter Inc | 73,175 | $8.73M | 0.58% | −4,950−6.3% | Reduced |
| Wealthfront Advisers LLC | 73,273 | $8.74M | 0.02% | +23,781+48.1% | Added |
| Simmons Bank | 73,598 | $8.78M | 0.63% | −721−1.0% | Reduced |
| WSFS Capital Management, LLC | 74,126 | $8.84M | 0.48% | +139+0.2% | Added |
| Ensign Peak Advisors, Inc | 74,366 | $8.87M | 0.02% | −19,246−20.6% | Reduced |
| State of Tennessee, Treasury Department | 74,388 | $8.87M | 0.03% | −34,077−31.4% | Reduced |
| Kestra Advisory Services, LLC | 74,533 | $8.89M | 0.04% | −2,091−2.7% | Reduced |
| Cerity Partners LLC | 75,062 | $8.96M | 0.02% | −64,279−46.1% | Reduced |
| Visionary Wealth Advisors | 76,497 | $9.13M | 0.47% | +4,405+6.1% | Added |
| Marco Investment Management LLC | 77,722 | $9.27M | 0.77% | +575+0.7% | Added |
| Dark Forest Capital Management LP | 78,033 | $9.31M | 0.37% | +78,033 | New |
| Daiwa Securities Group Inc. | 78,377 | $9.35M | 0.03% | +1,874+2.4% | Added |
| DnB Asset Management AS | 79,027 | $9.43M | 0.04% | +1,637+2.1% | Added |
| Amalgamated Bank | 79,505 | $9.48M | 0.07% | −533−0.7% | Reduced |
| Advisory Services Network, LLC | 76,795 | $9.49M | 0.15% | +410+0.5% | Added |
| Hamilton Capital Partners Inc. | 80,394 | $9.59M | 0.49% | +20,880+35.1% | Added |
| American Century Companies Inc | 80,942 | $9.66M | 0.01% | +2,299+2.9% | Added |
| Heritage Investors Management Corp | 82,411 | $9.83M | 0.31% | −128−0.2% | Reduced |
| Congress Wealth Management LLC | 82,691 | $9.87M | 0.10% | −2,114−2.5% | Reduced |
| Skba Capital Management LLC | 84,435 | $10.1M | 1.45% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 84,583 | $10.1M | 0.38% | +1,640+2.0% | Added |
| Retirement Systems of Alabama | 87,425 | $10.4M | 0.04% | −1,321−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,471 | $10.6M | 0.03% | −451−0.5% | Reduced |
| Guggenheim Capital LLC | 88,489 | $10.6M | 0.09% | +5,381+6.5% | Added |
| Macquarie Group Ltd | 88,580 | $10.6M | 0.01% | −9,496−9.7% | Reduced |
| ProShare Advisors LLC | 89,066 | $10.6M | 0.02% | +5,988+7.2% | Added |
| Pacific Heights Asset Management LLC | 90,000 | $10.7M | 0.57% | +15,000+20.0% | Added |
| CCM Investment Advisers LLC | 90,094 | $10.7M | 1.16% | +1,861+2.1% | Added |
| Eldred Rock Partners, LLC | 90,184 | $10.8M | 3.27% | −4,731−5.0% | Reduced |
| Viking Fund Management LLC | 92,000 | $11.0M | 1.51% | +5,000+5.7% | Added |
| Oppenheimer Asset Management Inc. | 94,046 | $11.2M | 0.13% | −1,599−1.7% | Reduced |
| Mattern Capital Management, LLC | 94,198 | $11.2M | 1.35% | +2,012+2.2% | Added |
| Avantax Advisory Services, Inc. | 95,431 | $11.4M | 0.06% | +1,346+1.4% | Added |
| D.A. Davidson & Co. | 96,974 | $11.6M | 0.08% | +917+1.0% | Added |
| Schwerin Boyle Capital Management Inc | 97,322 | $11.6M | 1.29% | −7,914−7.5% | Reduced |
| Steamboat Capital Partners, LLC | 97,743 | $11.7M | 3.32% | +97,743 | New |
| Cambridge Investment Research Advisors, Inc. | 97,877 | $11.7M | 0.04% | +353+0.4% | Added |
| Associated Banc-Corp | 98,193 | $11.7M | 0.33% | −4,150−4.1% | Reduced |
| Richard C. Young & CO., LTD. | 98,248 | $11.7M | 1.16% | +170+0.2% | Added |
| Los Angeles Capital Management LLC | 98,609 | $11.8M | 0.04% | +96,559+4,710.2% | Added |
| Sanctuary Advisors, LLC | 98,730 | $11.8M | 0.07% | −1,242−1.2% | Reduced |
| Czech National Bank | 99,592 | $11.9M | 0.09% | +4,735+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 99,926 | $11.9M | 0.06% | +5,481+5.8% | Added |
| TCG Advisory Services, LLC | 103,570 | $12.4M | 0.43% | +392+0.4% | Added |
| MetLife Investment Management | 105,144 | $12.5M | 0.07% | −2,117−2.0% | Reduced |
| GF Fund Management Co. Ltd. | 105,750 | $12.6M | 0.25% | −3,638−3.3% | Reduced |
| Verity & Verity, LLC | 106,103 | $12.7M | 1.09% | +1,481+1.4% | Added |
| Kestra Private Wealth Services, LLC | 106,708 | $12.7M | 0.18% | +7,092+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 108,175 | $12.9M | 0.10% | +699+0.7% | Added |
| Public Sector Pension Investment Board | 108,669 | $13.0M | 0.06% | −1,762−1.6% | Reduced |
| State of Michigan Retirement System | 110,812 | $13.2M | 0.07% | −1,200−1.1% | Reduced |
| Bollard Group LLC | 111,818 | $13.3M | 0.31% | +7,482+7.2% | Added |
| Advisor Group Holdings, Inc. | 113,076 | $13.5M | 0.02% | +8,195+7.8% | Added |
| Gabelli Funds LLC | 114,850 | $13.7M | 0.10% | +625+0.5% | Added |
| Susquehanna International Group, LLP | 115,642 | $13.8M | 0.02% | +47,666+70.1% | Added |
| Kempen Capital Management N.V. | 115,977 | $13.8M | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 116,121 | $13.9M | 0.07% | +34,596+42.4% | Added |
| O'Shaughnessy Asset Management, LLC | 116,675 | $13.9M | 0.09% | +29,153+33.3% | Added |
| Trexquant Investment LP | 118,095 | $14.1M | 0.16% | +118,095 | New |
| Arizona State Retirement System | 119,112 | $14.2M | 0.08% | −2,089−1.7% | Reduced |