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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 2,121 | $253.0K | 0.10% | −77−3.5% | Reduced |
| Asset Dedication, LLC | 2,121 | $253.1K | 0.02% | −5−0.2% | Reduced |
| TD Capital Management LLC | 2,125 | $253.5K | 0.02% | +51+2.5% | Added |
| Cadent Capital Advisors, LLC | 2,133 | $254.4K | 0.08% | −170−7.4% | Reduced |
| Apella Capital, LLC | 2,015 | $254.7K | 0.01% | +31+1.6% | Added |
| HBW Advisory Services LLC | 2,137 | $255.0K | 0.03% | +37+1.8% | Added |
| VestGen Advisors, LLC | 2,141 | $255.4K | 0.01% | −157−6.8% | Reduced |
| Two Sigma Securities, LLC | 2,143 | $255.7K | 0.03% | −6,690−75.7% | Reduced |
| Sage Mountain Advisors LLC | 2,146 | $256.0K | 0.02% | −424−16.5% | Reduced |
| Capital Analysts, LLC | 2,152 | $257.0K | 0.01% | −84−3.8% | Reduced |
| Trust Point Inc. | 2,159 | $257.6K | 0.02% | +18+0.8% | Added |
| Diversified Enterprises, LLC | 2,161 | $257.9K | 0.02% | −85−3.8% | Reduced |
| Full Sail Capital, LLC | 2,170 | $258.8K | 0.01% | +2,170 | New |
| Waterloo Capital, L.P. | 2,175 | $259.5K | 0.02% | +318+17.1% | Added |
| Forte Capital LLC | 2,175 | $259.5K | 0.03% | +284+15.0% | Added |
| Sterling Investment Advisors, Ltd. | 2,189 | $261.1K | 0.06% | −411−15.8% | Reduced |
| TFG Advisers LLC | 2,189 | $261.2K | 0.09% | −120−5.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $261.5K | 0.10% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,194 | $261.7K | 0.18% | +2,194 | New |
| SRS Capital Advisors, Inc. | 1,716 | $261.9K | 0.01% | +250+17.1% | Added |
| Beaumont Financial Advisors, LLC | 2,199 | $262.3K | 0.02% | −152−6.5% | Reduced |
| Smartleaf Asset Management LLC | 2,200 | $262.4K | 0.02% | −1,146−34.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,201 | $262.6K | 0.09% | −21−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,206 | $263.2K | 0.03% | +115+5.5% | Added |
| Vestmark Advisory Solutions, Inc. | 2,210 | $263.7K | 0.00% | −13,006−85.5% | Reduced |
| Teamwork Financial Advisors, LLC | 2,219 | $264.8K | 0.03% | −238−9.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,225 | $265.4K | 0.03% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,233 | $266.4K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,235 | $266.6K | 0.02% | −33−1.5% | Reduced |
| SPC Financial, Inc. | 2,235 | $266.6K | 0.02% | +100+4.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,241 | $267.3K | 0.08% | −7−0.3% | Reduced |
| Lantern Wealth Advisors, LLC | 2,247 | $268.0K | 0.16% | +2,247 | New |
| Red Door Wealth Management, LLC | 2,252 | $268.7K | 0.03% | +56+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,255 | $269.0K | 0.02% | −59−2.5% | Reduced |
| BKM Wealth Management, LLC | 2,259 | $269.5K | 0.11% | +7+0.3% | Added |
| Ocean Capital Management, LLC | 2,265 | $270.2K | 0.06% | −46−2.0% | Reduced |
| Pure Financial Advisors, Inc. | 2,268 | $270.6K | 0.00% | +273+13.7% | Added |
| Goelzer Investment Management, Inc. | 2,270 | $270.8K | 0.01% | −50−2.2% | Reduced |
| Flywheel Private Wealth LLC | 2,273 | $271.2K | 0.22% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,280 | $272.0K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $272.0K | 0.32% | 00.0% | Unchanged |
| Foronjy Financial LLC | 2,280 | $272.0K | 0.13% | +2,280 | New |
| Breakwater Capital Group | 2,282 | $272.2K | 0.04% | +2,282 | New |
| Chelsea Counsel Co | 2,285 | $272.6K | 0.14% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,287 | $272.8K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,296 | $273.9K | 0.06% | −327−12.5% | Reduced |
| Callahan Advisors, LLC | 2,296 | $273.9K | 0.02% | −75−3.2% | Reduced |
| Elm3 Financial Group, LLC | 2,315 | $276.1K | 0.23% | −881−27.6% | Reduced |
| Roman Butler Fullerton & Co | 2,211 | $276.3K | 0.08% | +4+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 2,318 | $276.5K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,323 | $277.1K | 0.08% | −3−0.1% | Reduced |
| Stokes Family Office, LLC | 2,330 | $278.0K | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 2,346 | $279.0K | 0.03% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,339 | $279.0K | 0.19% | −200−7.9% | Reduced |
| FIL Ltd | 2,351 | $280.5K | 0.00% | −66,313−96.6% | Reduced |
| Fieldview Capital Management, LLC | 2,354 | $280.8K | 0.04% | +2,354 | New |
| Richards, Merrill & Peterson, Inc. | 2,359 | $281.4K | 0.13% | +26+1.1% | Added |
| Chronos Wealth Management, LLC | 2,359 | $281.4K | 0.15% | +2,359 | New |
| Marietta Investment Partners LLC | 2,360 | $281.5K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,363 | $281.9K | 0.21% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,370 | $282.7K | 0.12% | +19+0.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,371 | $282.8K | 0.01% | +115+5.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,371 | $282.9K | 0.01% | −12,301−83.8% | Reduced |
| CFO4Life Group, LLC | 2,375 | $283.3K | 0.04% | −87−3.5% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $283.7K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 2,385 | $284.6K | 0.00% | −688−22.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,391 | $285.2K | 0.04% | −227−8.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $285.8K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $286.3K | 0.07% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 2,400 | $286.3K | 0.04% | +2,400 | New |
| M3 Advisory Group, LLC | 2,404 | $286.8K | 0.20% | +20+0.8% | Added |
| BancorpSouth Bank | 2,406 | $287.0K | 0.02% | −64−2.6% | Reduced |
| Allegheny Financial Group LTD | 2,410 | $287.6K | 0.06% | +3+0.1% | Added |
| Letson Investment Management, Inc. | 2,429 | $289.8K | 0.11% | 00.0% | Unchanged |
| Quilter Plc | 2,430 | $289.9K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,433 | $290.3K | 0.13% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,452 | $292.5K | 0.23% | +107+4.6% | Added |
| Fort Sheridan Advisors LLC | 2,457 | $293.1K | 0.04% | −499−16.9% | Reduced |
| Townsend Asset Management Corp | 2,463 | $293.8K | 0.11% | −268−9.8% | Reduced |
| Goodman Financial Corp | 2,466 | $294.2K | 0.06% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,483 | $296.2K | 0.12% | +248+11.1% | Added |
| LBMC Investment Advisors, LLC | 2,489 | $296.9K | 0.02% | +10.0% | Added |
| Atticus Wealth Management, LLC | 2,490 | $297.1K | 0.08% | +2,330+1,456.3% | Added |
| Pflug Koory, LLC | 2,496 | $297.8K | 0.15% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,497 | $297.9K | 0.09% | +2,497 | New |
| Soltis Investment Advisors LLC | 2,500 | $298.2K | 0.02% | +210+9.2% | Added |
| Jefferies Financial Group Inc. | 2,500 | $298.3K | 0.00% | −5,124−67.2% | Reduced |
| Gables Capital Management Inc. | 2,502 | $298.5K | 0.14% | 00.0% | Unchanged |
| Graypoint LLC | 2,512 | $299.7K | 0.02% | −1,230−32.9% | Reduced |
| Port Capital LLC | 2,518 | $300.0K | 0.01% | +54+2.2% | Added |
| Patrick M Sweeney & Associates, Inc | 2,361 | $300.5K | 0.21% | +397+20.2% | Added |
| Brookwood Investment Group LLC | 2,525 | $301.2K | 0.05% | −384−13.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $301.2K | 0.03% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,532 | $302.1K | 0.12% | −140−5.2% | Reduced |
| 111 Capital | 2,536 | $302.5K | 0.05% | +2,536 | New |
| Montag A & Associates Inc | 2,550 | $304.2K | 0.01% | +141+5.9% | Added |
| Warwick Investment Management, Inc. | 2,551 | $304.3K | 0.06% | −155−5.7% | Reduced |
| Flputnam Investment Management Co | 2,551 | $304.3K | 0.01% | −49−1.9% | Reduced |
| Parkside Financial Bank & Trust | 2,554 | $304.7K | 0.03% | −965−27.4% | Reduced |
| Saxon Interests, Inc. | 2,471 | $305.1K | 0.14% | 00.0% | Unchanged |