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 |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 3,186 | $380.1K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,192 | $380.8K | 0.04% | −2−0.1% | Reduced |
| LCNB Corp | 3,194 | $381.0K | 0.13% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,185 | $381.7K | 0.03% | +30+1.0% | Added |
| B&L Asset Management LLC | 3,210 | $383.0K | 0.22% | +384+13.6% | Added |
| Univest Financial Corp | 3,210 | $383.0K | 0.02% | +5+0.2% | Added |
| Measured Risk Portfolios, Inc. | 3,215 | $383.5K | 0.43% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,217 | $383.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,238 | $386.3K | 0.03% | −1,834−36.2% | Reduced |
| Scotia Capital Inc. | 3,245 | $387.1K | 0.00% | 00.0% | Unchanged |
| Athena Investment Management | 3,249 | $387.6K | 0.22% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,250 | $387.7K | 0.36% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,253 | $388.1K | 0.04% | −160−4.7% | Reduced |
| Ambassador Advisors, LLC | 3,254 | $388.1K | 0.06% | −34−1.0% | Reduced |
| Hartford Financial Management Inc. | 3,264 | $389.4K | 0.11% | −16,192−83.2% | Reduced |
| Uhlmann Price Securities, LLC | 3,268 | $389.7K | 0.28% | +966+42.0% | Added |
| Nwam LLC | 3,182 | $392.5K | 0.02% | −406−11.3% | Reduced |
| Blue Edge Capital, LLC | 3,294 | $393.0K | 0.06% | +4+0.1% | Added |
| Roundview Capital LLC | 3,300 | $393.7K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,303 | $394.0K | 0.02% | +1,179+55.5% | Added |
| Welch Group, LLC | 3,311 | $395.0K | 0.02% | −195−5.6% | Reduced |
| Allen Investment Management LLC | 3,318 | $395.8K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,319 | $396.0K | 0.01% | +3,319 | New |
| Perpetual Ltd | 3,330 | $397.3K | 0.00% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,350 | $399.7K | 0.46% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,359 | $400.7K | 0.11% | −318−8.6% | Reduced |
| Courier Capital LLC | 3,381 | $403.4K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,382 | $403.5K | 0.11% | −69−2.0% | Reduced |
| Master's Wealth Management Inc. | 3,391 | $404.6K | 0.19% | +981+40.7% | Added |
| Riverbend Wealth Management, LLC | 3,395 | $405.0K | 0.31% | +149+4.6% | Added |
| Everhart Financial Group, Inc. | 3,395 | $405.0K | 0.05% | −856−20.1% | Reduced |
| Uniting Wealth Partners, LLC | 3,409 | $406.7K | 0.16% | +5+0.1% | Added |
| BKD Wealth Advisors, LLC | 3,410 | $406.8K | 0.01% | −199−5.5% | Reduced |
| Tanager Wealth Management LLP | 3,413 | $407.2K | 0.05% | +25+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 3,416 | $407.5K | 0.01% | +40+1.2% | Added |
| MSH Capital Advisors LLC | 3,418 | $407.7K | 0.12% | −38−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 3,430 | $409.2K | 0.03% | −20−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,434 | $409.7K | 0.09% | +232+7.2% | Added |
| Foster & Motley Inc | 3,436 | $410.0K | 0.02% | −356−9.4% | Reduced |
| Independence Bank of Kentucky | 3,441 | $410.5K | 0.06% | −10−0.3% | Reduced |
| Corbyn Investment Management Inc | 3,441 | $410.5K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,446 | $411.1K | 0.01% | −1,721−33.3% | Reduced |
| Moody National Bank Trust Division | 3,451 | $411.7K | 0.04% | −324−8.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,464 | $413.3K | 0.03% | −329−8.7% | Reduced |
| MTM Investment Management, LLC | 3,478 | $414.9K | 0.14% | +141+4.2% | Added |
| Prairie Sky Financial Group LLC | 3,480 | $415.1K | 0.23% | −68−1.9% | Reduced |
| Plancorp, LLC | 3,506 | $418.3K | 0.01% | +413+13.4% | Added |
| Estabrook Capital Management | 3,507 | $418.4K | 0.06% | −602−14.7% | Reduced |
| Schnieders Capital Management LLC | 3,508 | $418.5K | 0.07% | −205−5.5% | Reduced |
| Keel Point, LLC | 3,517 | $419.6K | 0.03% | −382−9.8% | Reduced |
| Harbor Advisors LLC | 3,541 | $422.4K | 0.07% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,551 | $423.6K | 0.00% | +1,714+93.3% | Added |
| Ameritas Advisory Services, LLC | 3,569 | $425.7K | 0.02% | −1,418−28.4% | Reduced |
| Eisler Capital Management Ltd. | 3,567 | $425.8K | 0.01% | +1,371+62.4% | Added |
| Crawford Investment Counsel Inc | 3,577 | $426.8K | 0.01% | +191+5.6% | Added |
| Drucker Wealth 3.0, LLC | 3,274 | $427.3K | 0.08% | +3,274 | New |
| SeaCrest Wealth Management, LLC | 3,583 | $427.5K | 0.05% | −248−6.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $427.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3,600 | $429.5K | 0.16% | +193+5.7% | Added |
| First Citizens Bank & Trust Co | 3,602 | $429.7K | 0.01% | −42−1.2% | Reduced |
| Belpointe Asset Management LLC | 3,609 | $430.6K | 0.02% | −683−15.9% | Reduced |
| Corps Capital Advisors, LLC | 3,612 | $430.9K | 0.69% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,613 | $431.0K | 0.17% | +85+2.4% | Added |
| S.A. Mason LLC | 3,629 | $432.9K | 0.21% | −1,210−25.0% | Reduced |
| Conning Inc. | 3,635 | $433.7K | 0.01% | −110−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,636 | $433.7K | 0.01% | +65+1.8% | Added |
| Tripletail Wealth Management, LLC | 3,662 | $433.9K | 0.62% | +3,662 | New |
| Capital Investment Advisory Services, LLC | 3,658 | $436.4K | 0.04% | −77−2.1% | Reduced |
| Evoke Wealth, LLC | 3,659 | $436.6K | 0.01% | +1,804+97.3% | Added |
| Hills Bank & Trust Co | 3,667 | $437.5K | 0.03% | +24+0.7% | Added |
| Field & Main Bank | 3,708 | $442.4K | 0.14% | −170−4.4% | Reduced |
| Nilsine Partners, LLC | 3,711 | $442.7K | 0.04% | −353−8.7% | Reduced |
| Harbour Investments, Inc. | 3,714 | $443.0K | 0.01% | −175−4.5% | Reduced |
| Perigon Wealth Management, LLC | 3,723 | $444.2K | 0.01% | +471+14.5% | Added |
| Ransom Advisory, Ltd | 3,725 | $444.4K | 0.21% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,732 | $445.2K | 0.07% | +12+0.3% | Added |
| Whalerock Point Partners, LLC | 3,740 | $446.2K | 0.10% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,755 | $448.0K | 0.05% | −33−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,770 | $449.8K | 0.02% | −18−0.5% | Reduced |
| Aristotle Capital Management, LLC | 3,789 | $452.0K | 0.00% | −2,494−39.7% | Reduced |
| Riverwater Partners LLC | 3,797 | $453.0K | 0.21% | −34−0.9% | Reduced |
| Southland Equity Partners LLC | 3,821 | $455.8K | 0.10% | −48−1.2% | Reduced |
| Three Seasons Wealth, LLC | 3,826 | $456.4K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 3,838 | $457.9K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 3,841 | $458.2K | 0.03% | −2,826−42.4% | Reduced |
| Roof Eidam & Maycock | 3,843 | $458.5K | 0.11% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,850 | $459.3K | 0.16% | −459−10.7% | Reduced |
| John G Ullman & Associates Inc | 3,850 | $459.3K | 0.07% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,875 | $462.3K | 0.03% | −626−13.9% | Reduced |
| Saturna Capital CORP | 3,888 | $463.8K | 0.01% | −1,380−26.2% | Reduced |
| Gratus Wealth Advisors, LLC | 3,892 | $464.3K | 0.07% | +24+0.6% | Added |
| Trustmark National Bank Trust Department | 3,914 | $466.9K | 0.03% | −350−8.2% | Reduced |
| Patron Partners Advisors, LLC | 3,917 | $467.3K | 0.23% | −475−10.8% | Reduced |
| PDS Planning, Inc | 3,924 | $468.1K | 0.03% | +503+14.7% | Added |
| Princeton Global Asset Management LLC | 3,931 | $469.0K | 0.09% | +54+1.4% | Added |
| Syntegra Private Wealth Group, LLC | 3,947 | $470.9K | 0.05% | +9+0.2% | Added |
| Excalibur Management Corp | 3,964 | $472.9K | 0.18% | +607+18.1% | Added |
| GW Henssler & Associates Ltd | 3,970 | $473.6K | 0.03% | −436−9.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,980 | $474.8K | 0.05% | −673−14.5% | Reduced |
| Cigna Investments Inc | 4,001 | $477.0K | 0.08% | −128−3.1% | Reduced |