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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 1,005 | $119.9K | 0.06% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $120.9K | 0.00% | +18+1.8% | Added |
| Optimum Investment Advisors | 1,038 | $123.8K | 0.05% | +200+23.9% | Added |
| Chesapeake Asset Management LLC | 1,049 | $125.1K | 0.11% | −2,417−69.7% | Reduced |
| Security National Bank | 1,054 | $125.7K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,057 | $126.1K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,062 | $126.8K | 0.00% | −2,473−70.0% | Reduced |
| Smithfield Trust Co | 1,068 | $128.0K | 0.01% | −204−16.0% | Reduced |
| Asset Planning,Inc | 1,075 | $128.3K | 0.10% | +285+36.1% | Added |
| United Community Bank | 1,093 | $130.4K | 0.04% | −833−43.3% | Reduced |
| Westchester Capital Management, LLC | 1,100 | $131.2K | 0.01% | −26,400−96.0% | Reduced |
| Golden State Wealth Management, LLC | 1,102 | $131.5K | 0.02% | +330+42.7% | Added |
| Onefund, LLC | 1,123 | $134.0K | 0.10% | +1,123 | New |
| Centennial Bank | 1,130 | $134.8K | 0.06% | −195−14.7% | Reduced |
| AdvisorNet Financial, Inc | 1,132 | $135.1K | 0.01% | −16−1.4% | Reduced |
| Y.D. More Investments Ltd | 1,147 | $136.8K | 0.01% | +271+30.9% | Added |
| Sittner & Nelson, LLC | 1,150 | $137.2K | 0.06% | −69−5.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $139.7K | 0.01% | +598+104.4% | Added |
| MUFG Securities EMEA plc | 1,204 | $143.6K | 0.01% | +1,204 | New |
| Valley National Advisers Inc | 1,245 | $148.0K | 0.02% | +61+5.2% | Added |
| Tompkins Financial Corp | 1,244 | $148.4K | 0.01% | −141−10.2% | Reduced |
| Lazard Asset Management LLC | 1,253 | $149.0K | 0.00% | +80+6.8% | Added |
| Group One Trading, L.P. | 1,267 | $151.2K | 0.00% | +1,267 | New |
| Wellington Shields Capital Management, LLC | 1,292 | $154.1K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 1,303 | $155.4K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,306 | $155.8K | 0.02% | −42−3.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,332 | $159.0K | 0.02% | +68+5.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $161.0K | 0.02% | 00.0% | Unchanged |
| 10Elms LLP | 1,354 | $161.5K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $161.5K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,358 | $162.0K | 0.07% | −39−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,361 | $162.4K | 0.01% | −122−8.2% | Reduced |
| Evelyn Partners Investment Management LLP | 1,411 | $168.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,414 | $168.7K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,436 | $171.3K | 0.01% | −35−2.4% | Reduced |
| Bullock Wealth Management Group | 1,401 | $172.5K | 0.09% | −116−7.6% | Reduced |
| Peterson Wealth Services | 1,447 | $172.7K | 0.05% | −153−9.6% | Reduced |
| Cromwell Holdings LLC | 1,464 | $174.7K | 0.11% | +68+4.9% | Added |
| Sentry Investment Management LLC | 1,355 | $176.0K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,515 | $180.7K | 0.01% | +60+4.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,521 | $181.4K | 0.02% | −150−9.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,538 | $183.5K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 1,540 | $183.7K | 0.01% | −1,827−54.3% | Reduced |
| SBI Securities Co., Ltd. | 1,547 | $184.6K | 0.01% | +1,121+263.1% | Added |
| Coastline Trust Co | 1,549 | $184.8K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,580 | $188.5K | 0.01% | +98+6.6% | Added |
| Sound Income Strategies, LLC | 1,595 | $190.3K | 0.01% | +852+114.7% | Added |
| Archer Investment Corp | 1,606 | $191.6K | 0.05% | −3,469−68.4% | Reduced |
| Perkins Coie Trust Co | 1,623 | $193.6K | 0.03% | −6−0.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,629 | $194.3K | 0.05% | −66−3.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $195.5K | 0.13% | −8−0.5% | Reduced |
| Centaurus Financial, Inc. | 1,656 | $198.0K | 0.01% | −681−29.1% | Reduced |
| Westside Investment Management, Inc. | 1,658 | $198.7K | 0.04% | +187+12.7% | Added |
| Bank of New Hampshire | 1,672 | $199.5K | 0.05% | −80−4.6% | Reduced |
| JNBA Financial Advisors | 1,674 | $199.7K | 0.02% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,682 | $200.7K | 0.08% | +22+1.3% | Added |
| Websterrogers Financial Advisors, LLC | 1,687 | $201.3K | 0.06% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,692 | $201.8K | 0.10% | −34−2.0% | Reduced |
| Crestmont Private Wealth LLC | 1,698 | $202.6K | 0.07% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,700 | $202.8K | 0.07% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,705 | $203.4K | 0.09% | −40−2.3% | Reduced |
| Sentry LLC | 1,710 | $204.0K | 0.04% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,715 | $204.6K | 0.04% | +1,715 | New |
| Per Stirling Capital Management, LLC. | 1,717 | $204.8K | 0.03% | +6+0.4% | Added |
| Silver Oak Securities, Inc | 1,720 | $205.2K | 0.02% | −674−28.2% | Reduced |
| RiverFront Investment Group, LLC | 1,721 | $205.3K | 0.00% | +1,721 | New |
| Ami Investment Management Inc | 1,729 | $206.3K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,735 | $207.0K | 0.02% | +38+2.2% | Added |
| LM Advisors LLC | 1,737 | $207.0K | 0.03% | −12−0.7% | Reduced |
| IVC Wealth Advisors LLC | 1,735 | $207.0K | 0.10% | +5+0.3% | Added |
| Sym Financial Corp | 1,739 | $207.4K | 0.02% | +1,739 | New |
| Harbour Trust & Investment Management Co | 1,741 | $207.7K | 0.02% | +52+3.1% | Added |
| Wealthspan Partners, LLC | 1,743 | $207.9K | 0.09% | 00.0% | Unchanged |
| Moller Financial Services | 1,748 | $208.5K | 0.05% | −348−16.6% | Reduced |
| Archford Capital Strategies, LLC | 1,750 | $208.8K | 0.03% | +1,750 | New |
| Perennial Investment Advisors, LLC | 1,751 | $208.8K | 0.02% | +2+0.1% | Added |
| MidWestOne Financial Group, Inc. | 1,751 | $208.9K | 0.03% | −141−7.5% | Reduced |
| Abacus Planning Group, Inc. | 1,755 | $209.3K | 0.03% | −201−10.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,756 | $209.5K | 0.02% | +14+0.8% | Added |
| Kelly Lawrence W & Associates Inc | 1,758 | $209.7K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,761 | $210.1K | 0.04% | +1,761 | New |
| Eastern Bank | 1,763 | $210.3K | 0.00% | −124−6.6% | Reduced |
| Great Diamond Partners, LLC | 1,764 | $210.4K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $210.6K | 0.12% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,767 | $210.8K | 0.11% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,770 | $211.2K | 0.05% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,772 | $211.4K | 0.08% | −57−3.1% | Reduced |
| Paragon Capital Management Ltd | 1,777 | $212.0K | 0.04% | −1,889−51.5% | Reduced |
| Financial Advisors Network, Inc. | 1,783 | $212.7K | 0.03% | −48−2.6% | Reduced |
| Werba Rubin Papier Wealth Management | 1,786 | $213.1K | 0.04% | −41−2.2% | Reduced |
| Fulcrum Equity Management | 1,787 | $213.2K | 0.22% | −652−26.7% | Reduced |
| Zullo Investment Group, Inc. | 1,789 | $213.5K | 0.09% | +5+0.3% | Added |
| Viawealth, LLC | 1,791 | $213.7K | 0.13% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,793 | $213.9K | 0.01% | +147+8.9% | Added |
| KPP Advisory Services LLC | 1,793 | $213.9K | 0.04% | +1,793 | New |
| Next Capital Management LLC | 1,800 | $214.7K | 0.08% | +1,800 | New |
| Northwest Quadrant Wealth Management, LLC | 1,800 | $214.8K | 0.05% | −14−0.8% | Reduced |
| VeraBank, N.A. | 1,802 | $215.0K | 0.04% | −15−0.8% | Reduced |
| Hendley & Co Inc | 1,805 | $215.0K | 0.08% | −4,030−69.1% | Reduced |
| WealthShield Partners, LLC | 1,808 | $215.7K | 0.03% | +83+4.8% | Added |