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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 373 | $44.0K | 0.02% | −27−6.8% | Reduced |
| PrairieView Partners, LLC | 383 | $45.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 385 | $45.9K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 397 | $47.4K | 0.01% | +397 | New |
| Costello Asset Management, INC | 400 | $47.7K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 401 | $47.8K | 0.03% | +77+23.8% | Added |
| Signature Resources Capital Management, LLC | 416 | $49.6K | 0.03% | +166+66.4% | Added |
| Covestor Ltd | 423 | $50.0K | 0.03% | −461−52.1% | Reduced |
| Financially Speaking Inc | 425 | $50.6K | 0.03% | +425 | New |
| Putney Financial Group LLC | 427 | $50.9K | 0.05% | −252−37.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 429 | $51.2K | 0.02% | +8+1.9% | Added |
| WFA of San Diego, LLC | 438 | $52.3K | 0.04% | +438 | New |
| Atlantic Trust, LLC | 438 | $52.3K | 0.01% | +102+30.4% | Added |
| Livelsberger Financial Advisory | 449 | $53.6K | 1.04% | +449 | New |
| Medallion Wealth Advisors, LLC | 435 | $53.6K | 0.02% | +3+0.7% | Added |
| Crowley Wealth Management, Inc. | 455 | $54.3K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $55.0K | 0.05% | −35−7.2% | Reduced |
| Manchester Capital Management LLC | 468 | $55.9K | 0.01% | −35−7.0% | Reduced |
| 1 North Wealth Services LLC | 474 | $56.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 478 | $57.0K | 0.00% | −445−48.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $57.3K | 0.02% | −130−21.3% | Reduced |
| Millstone Evans Group, LLC | 481 | $57.4K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 491 | $58.6K | 0.03% | −7−1.4% | Reduced |
| Hemington Wealth Management | 498 | $59.0K | 0.01% | +2+0.4% | Added |
| JFS Wealth Advisors, LLC | 496 | $59.2K | 0.00% | −33−6.2% | Reduced |
| Evermay Wealth Management LLC | 500 | $59.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $59.6K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $59.6K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 502 | $59.9K | 0.00% | +502 | New |
| Painted Porch Advisors LLC | 503 | $60.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 512 | $61.0K | 0.02% | +119+30.3% | Added |
| Key Financial Inc | 514 | $61.3K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 504 | $62.1K | 0.02% | +4+0.8% | Added |
| Wealth Preservation Advisors, LLC | 523 | $62.4K | 0.04% | +6+1.2% | Added |
| Quaker Wealth Management, LLC | 532 | $63.5K | 0.02% | +532 | New |
| Harbor Asset Planning, Inc. | 533 | $63.6K | 0.06% | +533 | New |
| Front Row Advisors LLC | 535 | $63.8K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 546 | $65.1K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 547 | $65.3K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 555 | $66.2K | 0.03% | +6+1.1% | Added |
| Duncker Streett & Co Inc | 556 | $66.3K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 557 | $66.5K | 0.04% | +557 | New |
| Advantage Trust Co | 562 | $67.0K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 584 | $72.1K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 605 | $72.2K | 0.04% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 612 | $73.0K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 616 | $73.4K | 0.03% | −193−23.9% | Reduced |
| Main Street Group, LTD | 616 | $73.5K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 623 | $74.3K | 0.03% | +623 | New |
| Murphy & Mullick Capital Management Corp | 603 | $74.5K | 0.06% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $74.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 626 | $74.7K | 0.04% | +5+0.8% | Added |
| New Millennium Group LLC | 633 | $75.5K | 0.04% | −79−11.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 636 | $75.9K | 0.01% | −8−1.2% | Reduced |
| Godsey & Gibb Associates | 650 | $77.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 660 | $78.7K | 0.04% | +56+9.3% | Added |
| Maseco LLP | 676 | $80.6K | 0.00% | +676 | New |
| Toth Financial Advisory Corp | 682 | $81.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 673 | $82.9K | 0.02% | −99−12.8% | Reduced |
| Kentucky Trust Co | 700 | $83.5K | 0.05% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 702 | $83.8K | 0.04% | +5+0.7% | Added |
| Clark Wealth Partners | 708 | $84.4K | 0.06% | +8+1.1% | Added |
| Glen Eagle Advisors, LLC | 710 | $84.7K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 714 | $85.2K | 0.06% | +576+417.4% | Added |
| Brown, Lisle/Cummings, Inc. | 725 | $86.5K | 0.02% | +1+0.1% | Added |
| Olistico Wealth, LLC | 729 | $87.0K | 0.05% | +480+192.8% | Added |
| Beaird Harris Wealth Management, LLC | 734 | $87.6K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 750 | $89.0K | 0.04% | +750 | New |
| Hager Investment Management Services, LLC | 749 | $89.4K | 0.05% | −689−47.9% | Reduced |
| Missouri Trust & Investment Co | 749 | $89.4K | 0.03% | −131−14.9% | Reduced |
| Piscataqua Savings Bank | 756 | $90.2K | 0.08% | −60−7.4% | Reduced |
| Financial Management Professionals, Inc. | 757 | $90.3K | 0.01% | −743−49.5% | Reduced |
| Rialto Wealth Management, LLC | 757 | $90.3K | 0.03% | +4+0.5% | Added |
| Riverview Trust Co | 761 | $90.8K | 0.11% | −358−32.0% | Reduced |
| Gleason Group, Inc. | 768 | $91.6K | 0.01% | +8+1.1% | Added |
| TFC Financial Management | 793 | $94.6K | 0.01% | +6+0.8% | Added |
| Avion Wealth | 806 | $96.0K | 0.02% | +13+1.6% | Added |
| CoreCap Advisors, LLC | 813 | $97.0K | 0.00% | −261−24.3% | Reduced |
| VSM Wealth Advisory, LLC | 829 | $98.9K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 850 | $101.4K | 0.04% | +637+299.1% | Added |
| Johnson Financial Group, Inc. | 860 | $102.6K | 0.00% | −681−44.2% | Reduced |
| Garde Capital, Inc. | 872 | $104.0K | 0.01% | +5+0.6% | Added |
| Beacon Capital Management, LLC | 874 | $104.2K | 0.01% | +36+4.3% | Added |
| Plato Investment Management Ltd | 880 | $104.6K | 0.01% | 00.0% | Unchanged |
| American National Bank | 894 | $106.7K | 0.01% | +12+1.4% | Added |
| Broadwater Capital Management LLC | 107,370 | $107.4K | 0.08% | +106,470+11,830.0% | Added |
| Catalyst Capital Advisors LLC | 907 | $108.2K | 0.00% | +380+72.1% | Added |
| Private Wealth Asset Management, LLC | 912 | $108.8K | 0.01% | +77+9.2% | Added |
| Vestor Capital, LLC | 10,018 | $109.0K | 0.01% | +8,133+431.5% | Added |
| Birchbrook, Inc. | 936 | $111.7K | 0.06% | +936 | New |
| City State Bank | 942 | $112.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 942 | $112.4K | 0.02% | +86+10.0% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $113.3K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $114.5K | 0.06% | 00.0% | Unchanged |
| Motco | 938 | $115.9K | 0.01% | +189+25.2% | Added |
| McIlrath & Eck, LLC | 984 | $117.4K | 0.01% | +1+0.1% | Added |
| ORG Partners LLC | 958 | $118.0K | 0.03% | −92−8.8% | Reduced |
| NBC Securities, Inc. | 998 | $119.0K | 0.01% | −560−35.9% | Reduced |
| Crossingbridge Advisors, LLC | 1,000 | $119.3K | 0.10% | −9,000−90.0% | Reduced |
| Mechanics Financial Corp | 1,000 | $119.3K | 0.05% | 00.0% | Unchanged |