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 |
|---|---|---|---|---|---|
| Richardson Capital Management LLC | 115 | $13.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 118 | $14.1K | 0.00% | −177−60.0% | Reduced |
| First Pacific Financial | 125 | $14.9K | 0.00% | −50−28.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $15.5K | 0.07% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 139 | $16.6K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 149 | $17.9K | 0.01% | +43+40.6% | Added |
| Burkett Financial Services, LLC | 150 | $17.9K | 0.01% | +2+1.4% | Added |
| TruNorth Capital Management, LLC | 150 | $17.9K | 0.00% | −39−20.6% | Reduced |
| Cape Investment Advisory, Inc. | 150 | $17.9K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 146 | $18.0K | 0.01% | +1+0.7% | Added |
| Strategic Investment Solutions, Inc. | 154 | $18.3K | 0.01% | −469−75.3% | Reduced |
| Friedenthal Financial | 155 | $18.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 158 | $18.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 163 | $19.4K | 0.01% | −158−49.2% | Reduced |
| Bell Investment Advisors, Inc | 163 | $19.4K | 0.00% | −1−0.6% | Reduced |
| First United Bank Trust | 165 | $19.7K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 169 | $20.2K | 0.01% | −62−26.8% | Reduced |
| Byrne Asset Management LLC | 173 | $20.6K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 173 | $20.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 173 | $20.6K | 0.00% | +13+8.1% | Added |
| Redmont Wealth Advisors LLC | 174 | $20.8K | 0.03% | +174 | New |
| First PREMIER Bank | 176 | $21.0K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 180 | $21.5K | 0.01% | +6+3.4% | Added |
| Meeder Asset Management Inc | 181 | $21.6K | 0.00% | +28+18.3% | Added |
| ORG Wealth Partners, LLC | 176 | $21.7K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 184 | $22.0K | 0.00% | −16−8.0% | Reduced |
| Silvant Capital Management LLC | 186 | $22.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $22.4K | 0.00% | −3−1.6% | Reduced |
| Coston, McIsaac & Partners | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $23.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 193 | $23.0K | 0.01% | +163+543.3% | Added |
| Fourth Dimension Wealth, LLC | 200 | $23.9K | 0.01% | −250−55.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 200 | $23.9K | 0.00% | −77−27.8% | Reduced |
| GoalVest Advisory LLC | 200 | $23.9K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $23.9K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $23.9K | 0.02% | +200 | New |
| Salomon & Ludwin, LLC | 189 | $23.9K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 207 | $24.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 209 | $24.9K | 0.00% | +52+33.1% | Added |
| Evolution Wealth Management Inc. | 210 | $25.1K | 0.03% | +210 | New |
| Alerus Financial NA | 212 | $25.3K | 0.00% | +212 | New |
| Bruce G. Allen Investments, LLC | 213 | $25.4K | 0.02% | −27−11.3% | Reduced |
| Cornerstone Planning Group LLC | 209 | $25.5K | 0.01% | −50−19.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 214 | $25.5K | 0.01% | −87−28.9% | Reduced |
| Wolff Wiese Magana LLC | 214 | $25.5K | 0.02% | +82+62.1% | Added |
| Founders Capital Management | 215 | $25.6K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 217 | $25.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 218 | $26.0K | 0.00% | −3,902−94.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 219 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 219 | $26.2K | 0.00% | −33−13.1% | Reduced |
| Stephens Consulting, LLC | 230 | $27.4K | 0.01% | −7−3.0% | Reduced |
| SJS Investment Consulting Inc. | 231 | $27.6K | 0.00% | −18−7.2% | Reduced |
| Pacific Center for Financial Services | 233 | $27.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 235 | $28.0K | 0.01% | −31−11.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 240 | $28.7K | 0.02% | +3+1.3% | Added |
| Tacita Capital Inc | 245 | $29.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 247 | $29.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 246 | $29.6K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 250 | $29.8K | 0.02% | +3+1.2% | Added |
| Rogco, LP | 250 | $29.8K | 0.01% | −33−11.7% | Reduced |
| Cornerstone National Bank & Trust Co | 250 | $29.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 251 | $29.9K | 0.01% | +2+0.8% | Added |
| CNB Bank | 257 | $30.7K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 260 | $31.0K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 266 | $31.7K | 0.01% | +266 | New |
| TSFG, LLC | 272 | $32.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 270 | $32.2K | 0.00% | +100+58.8% | Added |
| Pacifica Partners Inc. | 271 | $32.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $32.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 275 | $32.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 276 | $32.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 283 | $33.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $34.0K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 286 | $34.1K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 288 | $34.4K | 0.00% | −255−47.0% | Reduced |
| Rocky Mountain Advisers, LLC | 299 | $35.7K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $35.8K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $35.8K | 0.03% | +300 | New |
| Compass Financial Services Inc | 300 | $35.8K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $36.0K | 0.03% | 00.0% | Unchanged |
| Copia Wealth Management | 311 | $37.1K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 316 | $37.7K | 0.01% | −32−9.2% | Reduced |
| Centerpoint Advisors, LLC | 322 | $38.0K | 0.01% | +22+7.3% | Added |
| GW&K Investment Management, LLC | 319 | $38.0K | 0.00% | +80+33.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 317 | $38.1K | 0.01% | +317 | New |
| Transce3nd, LLC | 321 | $38.3K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 323 | $38.6K | 0.01% | +53+19.6% | Added |
| New England Capital Financial Advisors LLC | 324 | $38.7K | 0.02% | +2+0.6% | Added |
| CBIZ Investment Advisory Services, LLC | 325 | $38.8K | 0.00% | −10−3.0% | Reduced |
| Bellwether Advisors, LLC | 329 | $39.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 329 | $39.3K | 0.00% | +53+19.2% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $39.4K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 346 | $41.3K | 0.01% | +250+260.4% | Added |
| Team Financial Group, LLC | 347 | $41.3K | 0.02% | +347 | New |
| Legend Financial Advisors, Inc. | 350 | $41.8K | 0.03% | +350 | New |
| Lynch Asset Management, Inc. | 350 | $41.8K | 0.01% | +350 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 354 | $42.2K | 0.01% | +215+154.7% | Added |
| Battery Global Advisors, LLC | 358 | $42.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $42.7K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 362 | $43.2K | 0.04% | +362 | New |