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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,812 | $216.2K | 0.03% | +326+21.9% | Added |
| Delta Investment Management, LLC | 1,813 | $216.2K | 0.04% | −179−9.0% | Reduced |
| Quent Capital, LLC | 1,815 | $216.6K | 0.02% | −40−2.2% | Reduced |
| McAdam, LLC | 1,816 | $216.6K | 0.01% | +96+5.6% | Added |
| Wolff Financial Management LLC | 1,815 | $217.0K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,821 | $217.2K | 0.04% | +68+3.9% | Added |
| Sandy Cove Advisors, LLC | 1,825 | $217.7K | 0.08% | −139−7.1% | Reduced |
| Berkshire Asset Management LLC | 1,826 | $217.8K | 0.01% | +1,826 | New |
| Blackston Financial Advisory Group, LLC | 1,827 | $218.0K | 0.14% | −70−3.7% | Reduced |
| Trueblood Wealth Management, LLC | 1,829 | $218.2K | 0.09% | +7+0.4% | Added |
| Wellington Shields & Co., LLC | 1,832 | $218.6K | 0.06% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 1,839 | $219.4K | 0.02% | +1,839 | New |
| Arbor Investment Advisors, LLC | 1,841 | $219.6K | 0.03% | +10+0.5% | Added |
| Chicago Capital, LLC | 1,842 | $219.8K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,842 | $220.0K | 0.04% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,848 | $220.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,855 | $221.3K | 0.01% | −81−4.2% | Reduced |
| Argentarii, LLC | 1,855 | $221.3K | 0.10% | −32−1.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,857 | $221.5K | 0.05% | +106+6.1% | Added |
| Catalina Capital Group, LLC | 1,858 | $221.7K | 0.15% | +177+10.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,861 | $222.0K | 0.01% | −276−12.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,863 | $222.3K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,866 | $222.6K | 0.08% | −25−1.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,867 | $222.8K | 0.01% | +99+5.6% | Added |
| Howland Capital Management LLC | 1,868 | $222.9K | 0.01% | +27+1.5% | Added |
| Clear Street Markets LLC | 1,874 | $223.6K | 0.08% | +1,874 | New |
| Summit Asset Management, LLC | 1,875 | $223.7K | 0.04% | +1+0.1% | Added |
| Columbia Asset Management | 1,878 | $224.0K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 1,878 | $224.0K | 0.06% | +80+4.4% | Added |
| Meridian Wealth Advisors, LLC | 1,878 | $224.1K | 0.04% | +113+6.4% | Added |
| Oakworth Capital, Inc. | 1,881 | $224.4K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,883 | $224.6K | 0.02% | −2−0.1% | Reduced |
| Optas, LLC | 1,888 | $225.2K | 0.04% | +1,888 | New |
| Summit Financial Wealth Advisors, LLC | 1,891 | $225.6K | 0.04% | +1,891 | New |
| McGowan Group Asset Management, Inc. | 1,893 | $225.9K | 0.03% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,900 | $226.7K | 0.13% | +1,900 | New |
| Bond & Devick Financial Network, Inc. | 1,902 | $226.9K | 0.08% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,905 | $227.0K | 0.08% | −40−2.1% | Reduced |
| Cooper Financial Group | 1,904 | $227.2K | 0.03% | +225+13.4% | Added |
| Rehmann Capital Advisory Group | 1,917 | $228.8K | 0.01% | +7+0.4% | Added |
| South Dakota Investment Council | 1,920 | $229.0K | 0.00% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,930 | $230.0K | 0.01% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,935 | $230.9K | 0.03% | −1,857−49.0% | Reduced |
| First Interstate Bank | 1,938 | $231.2K | 0.01% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 1,942 | $231.7K | 0.19% | +1,942 | New |
| Indiana Trust & Investment Management CO | 1,945 | $232.0K | 0.08% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,951 | $232.8K | 0.16% | +1,951 | New |
| LeClair Wealth Partners LLC | 1,956 | $233.4K | 0.16% | −47−2.3% | Reduced |
| Portside Wealth Group, LLC | 1,958 | $233.6K | 0.03% | +48+2.5% | Added |
| City Center Advisors, LLC | 1,961 | $233.9K | 0.25% | +1,961 | New |
| Gallagher Capital Advisors, LLC | 1,854 | $235.1K | 0.19% | +19+1.0% | Added |
| Nicolet Bankshares Inc | 1,971 | $235.1K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,972 | $235.4K | 0.13% | −328−14.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $235.7K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,986 | $236.9K | 0.01% | −52−2.6% | Reduced |
| Frisch Financial Group, Inc. | 1,989 | $237.0K | 0.06% | +1,989 | New |
| MBB Public Markets I LLC | 1,988 | $237.2K | 0.03% | −483−19.5% | Reduced |
| Central Bank & Trust Co | 1,990 | $237.4K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $237.4K | 0.05% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,990 | $237.5K | 0.03% | −235−10.6% | Reduced |
| Accurate Wealth Management, LLC | 1,769 | $237.7K | 0.04% | +1,769 | New |
| Nemes Rush Group LLC | 1,993 | $237.7K | 0.03% | −121−5.7% | Reduced |
| Silver Coast Investments LLC | 1,994 | $237.9K | 0.09% | +1,994 | New |
| Ignite Planners, LLC | 1,895 | $238.5K | 0.04% | +1,895 | New |
| Fiducient Advisors LLC | 2,000 | $238.6K | 0.03% | +2,000 | New |
| Highlander Partners, L.P. | 2,000 | $238.6K | 0.09% | +2,000 | New |
| HHM Wealth Advisors, LLC | 2,006 | $239.3K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 2,006 | $239.3K | 0.04% | +2,006 | New |
| Douglas Lane & Associates, LLC | 2,008 | $239.6K | 0.00% | −98−4.7% | Reduced |
| Weik Capital Management | 2,010 | $239.8K | 0.09% | −110−5.2% | Reduced |
| MV Capital Management, Inc. | 2,012 | $240.0K | 0.02% | +13+0.7% | Added |
| Tarbox Family Office, Inc. | 2,012 | $240.0K | 0.04% | +21+1.1% | Added |
| Creative Financial Designs Inc | 2,022 | $241.2K | 0.02% | +832+69.9% | Added |
| KLCM Advisors, Inc. | 2,025 | $241.6K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,029 | $242.0K | 0.00% | +479+30.9% | Added |
| First Financial Bankshares Inc | 2,030 | $242.2K | 0.01% | −25−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2,031 | $242.3K | 0.02% | +27+1.3% | Added |
| Cabot Wealth Management Inc | 2,035 | $242.8K | 0.03% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,036 | $242.9K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,045 | $244.0K | 0.09% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,051 | $245.0K | 0.00% | +2,051 | New |
| Optima Capital LLC | 2,057 | $245.4K | 0.13% | +147+7.7% | Added |
| Fortune Financial Advisors, LLC | 2,060 | $245.8K | 0.20% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,001 | $247.3K | 0.13% | −84−4.0% | Reduced |
| Lifeworks Advisors, LLC | 2,079 | $248.0K | 0.04% | +267+14.7% | Added |
| Versant Capital Management, Inc | 2,080 | $248.1K | 0.04% | +72+3.6% | Added |
| Founders Financial Securities LLC | 2,081 | $248.2K | 0.02% | −1,520−42.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,082 | $248.4K | 0.25% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,083 | $248.5K | 0.01% | +444+27.1% | Added |
| Waters Parkerson & Co., LLC | 2,087 | $249.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 2,090 | $249.3K | 0.05% | +111+5.6% | Added |
| Tritonpoint Wealth, LLC | 2,092 | $249.6K | 0.02% | +54+2.6% | Added |
| Anchor Investment Management, LLC | 2,094 | $249.8K | 0.02% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 2,096 | $250.1K | 0.11% | −384−15.5% | Reduced |
| Chiron Capital Management, LLC | 2,105 | $251.1K | 0.22% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,110 | $252.0K | 0.01% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 2,117 | $252.6K | 0.13% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,117 | $252.6K | 0.06% | +2,117 | New |
| Naples Global Advisors, LLC | 2,119 | $252.7K | 0.02% | +4+0.2% | Added |
| Signal Advisors Wealth, LLC | 2,120 | $252.9K | 0.02% | +2,120 | New |