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 |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 2,568 | $306.4K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,569 | $306.5K | 0.01% | −3,189−55.4% | Reduced |
| Investors Asset Management of Georgia Inc | 2,576 | $307.3K | 0.14% | −26−1.0% | Reduced |
| Blackhawk Capital Partners LLC. | 2,582 | $308.0K | 0.14% | +2,582 | New |
| Clarius Group, LLC | 2,587 | $308.6K | 0.02% | −76−2.9% | Reduced |
| Compass Capital Corp | 2,389 | $309.0K | 0.15% | −246−9.3% | Reduced |
| Berger Financial Group, Inc | 2,592 | $309.2K | 0.02% | −530−17.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,594 | $309.5K | 0.10% | +150+6.1% | Added |
| Dodge & Cox | 2,600 | $310.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $310.2K | 0.04% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 2,602 | $310.4K | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,608 | $311.1K | 0.04% | −100−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 2,610 | $311.3K | 0.02% | −1,004−27.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,613 | $311.7K | 0.04% | +17+0.7% | Added |
| Good Life Advisors, LLC | 2,617 | $312.2K | 0.02% | +195+8.1% | Added |
| Thomasville National Bank | 2,617 | $312.2K | 0.02% | +248+10.5% | Added |
| Aigen Investment Management, LP | 2,628 | $313.5K | 0.04% | +2,628 | New |
| Manske Wealth Management | 2,634 | $314.2K | 0.10% | +200+8.2% | Added |
| Canal Capital Management, LLC | 2,643 | $315.3K | 0.05% | +27+1.0% | Added |
| Sharp Financial Services, LLC | 2,643 | $315.3K | 0.20% | +650+32.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,643 | $315.3K | 0.04% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,646 | $315.7K | 0.20% | +130+5.2% | Added |
| Successful Portfolios LLC | 2,650 | $316.2K | 0.19% | +2+0.1% | Added |
| North Star Investment Management Corp. | 2,653 | $316.5K | 0.02% | −533−16.7% | Reduced |
| Harrell Investment Partners, LLC | 2,658 | $317.1K | 0.08% | +1,030+63.3% | Added |
| Walker Asset Management, LLC | 2,662 | $317.6K | 0.18% | −17−0.6% | Reduced |
| Brown Brothers Harriman & Co | 2,662 | $317.6K | 0.00% | +1,130+73.8% | Added |
| Plan A Wealth LLC | 2,665 | $317.9K | 0.18% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,668 | $318.3K | 0.03% | +612+29.8% | Added |
| West Paces Advisors Inc. | 2,670 | $318.5K | 0.07% | −1,490−35.8% | Reduced |
| Dividend Assets Capital, LLC | 2,704 | $322.6K | 0.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,705 | $322.7K | 0.02% | +2,705 | New |
| Sovran Advisors, LLC | 2,491 | $323.8K | 0.03% | +2,491 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,714 | $324.0K | 0.10% | −177−6.1% | Reduced |
| CoreFirst Bank & Trust | 2,718 | $324.3K | 0.18% | −430−13.7% | Reduced |
| Panagora Asset Management Inc | 2,719 | $324.4K | 0.00% | −1,872−40.8% | Reduced |
| E&G Advisors, LP | 2,720 | $324.5K | 0.08% | −255−8.6% | Reduced |
| McDaniel Terry & Co | 2,730 | $325.7K | 0.03% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,738 | $326.6K | 0.04% | −50−1.8% | Reduced |
| Shell Asset Management Co | 2,747 | $328.0K | 0.01% | +1,387+102.0% | Added |
| IFG Advisory, LLC | 2,754 | $328.5K | 0.02% | −46−1.6% | Reduced |
| Howard Capital Management Inc. | 2,761 | $329.4K | 0.00% | +299+12.1% | Added |
| Boston Private Wealth LLC | 2,761 | $329.4K | 0.02% | +2,761 | New |
| Atlas Capital Advisors LLC | 2,771 | $330.6K | 0.04% | −1,049−27.5% | Reduced |
| Liberty Capital Management, Inc. | 2,772 | $330.7K | 0.07% | 00.0% | Unchanged |
| Davidson Trust Co | 2,781 | $331.8K | 0.15% | −282−9.2% | Reduced |
| Capital Advantage, Inc. | 2,788 | $332.6K | 0.05% | +5+0.2% | Added |
| Northcape Wealth Management, LLC | 2,790 | $332.8K | 0.10% | +330+13.4% | Added |
| Greenfield Seitz Capital Management, LLC | 2,794 | $333.3K | 0.12% | +186+7.1% | Added |
| PFG Advisors | 2,802 | $334.3K | 0.02% | −160−5.4% | Reduced |
| Intrinsic Value Partners, LLC | 2,812 | $335.5K | 0.30% | −74−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,818 | $336.0K | 0.01% | −384−12.0% | Reduced |
| Strategy Asset Managers LLC | 2,837 | $338.4K | 0.06% | −409−12.6% | Reduced |
| Arete Wealth Advisors, LLC | 2,847 | $340.0K | 0.02% | −103−3.5% | Reduced |
| AGH Wealth Advisors, LLC | 2,860 | $341.2K | 0.28% | +79+2.8% | Added |
| Beaton Management Co. Inc. | 2,863 | $342.0K | 0.17% | −268−8.6% | Reduced |
| Shufro Rose & Co LLC | 2,775 | $342.7K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,887 | $344.4K | 0.02% | +11+0.4% | Added |
| Summit Global Investments | 2,889 | $345.0K | 0.02% | +134+4.9% | Added |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Persium Advisors, LLC | 2,902 | $346.2K | 0.29% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,925 | $349.0K | 0.25% | −33−1.1% | Reduced |
| Phoenix Holdings Ltd. | 2,932 | $349.4K | 0.00% | −2,663−47.6% | Reduced |
| Stiles Financial Services Inc | 2,935 | $349.9K | 0.12% | +68+2.4% | Added |
| Austin Private Wealth, LLC | 2,937 | $350.4K | 0.03% | −24−0.8% | Reduced |
| Post Resch Tallon Group Inc. | 2,939 | $350.6K | 0.34% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,946 | $351.5K | 0.13% | −238−7.5% | Reduced |
| Stratos Wealth Advisors, LLC | 2,954 | $352.5K | 0.02% | −9−0.3% | Reduced |
| Waycross Partners, LLC | 2,965 | $353.7K | 0.03% | +2,965 | New |
| Aries Wealth Management | 2,973 | $354.7K | 0.09% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,979 | $355.4K | 0.00% | −3,334−52.8% | Reduced |
| Plimoth Trust Co LLC | 2,984 | $356.0K | 0.09% | +8+0.3% | Added |
| Kanawha Capital Management LLC | 2,995 | $357.3K | 0.03% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3,011 | $358.7K | 0.23% | +2,861+1,907.3% | Added |
| Legacy Private Trust Co. | 3,007 | $358.7K | 0.02% | +95+3.3% | Added |
| Van Strum & Towne Inc. | 3,031 | $361.6K | 0.11% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,032 | $361.7K | 0.30% | −363−10.7% | Reduced |
| Hamilton Capital, LLC | 3,041 | $362.8K | 0.02% | +471+18.3% | Added |
| CX Institutional | 3,047 | $363.0K | 0.01% | −595−16.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,046 | $363.4K | 0.03% | +560+22.5% | Added |
| Verity Asset Management, Inc. | 3,054 | $364.3K | 0.17% | +82+2.8% | Added |
| Scientech Research LLC | 3,059 | $364.9K | 0.09% | +3,059 | New |
| Vectors Research Management, LLC | 3,081 | $367.6K | 0.13% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,083 | $367.8K | 0.03% | +84+2.8% | Added |
| Advisory Alpha, LLC | 3,083 | $368.0K | 0.01% | +176+6.1% | Added |
| Generali Investments, Management Co LLC | 3,089 | $368.0K | 0.08% | −589−16.0% | Reduced |
| Granite Group Advisors, LLC | 3,087 | $368.3K | 0.22% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $369.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,094 | $370.0K | 0.15% | +483+18.5% | Added |
| Waldron Private Wealth LLC | 3,108 | $370.8K | 0.02% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,126 | $373.0K | 0.06% | −5−0.2% | Reduced |
| OneAscent Financial Services LLC | 3,042 | $373.0K | 0.03% | −2,792−47.9% | Reduced |
| Second Line Capital, LLC | 3,134 | $373.9K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,143 | $375.0K | 0.05% | −277−8.1% | Reduced |
| GHP Investment Advisors, Inc. | 3,152 | $376.0K | 0.02% | +79+2.6% | Added |
| Pitcairn Co | 3,155 | $376.4K | 0.02% | −1,699−35.0% | Reduced |
| Vista Investment Partners LLC | 3,158 | $376.7K | 0.11% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,159 | $376.9K | 0.05% | −241−7.1% | Reduced |
| Birmingham Capital Management Co Inc | 3,173 | $378.5K | 0.17% | −3,550−52.8% | Reduced |
| Ballentine Partners, LLC | 3,178 | $379.1K | 0.01% | −414−11.5% | Reduced |