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 |
|---|---|---|---|---|---|
| Oakland Financial Corp | 4,000 | $477.2K | 8.98% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,011 | $478.5K | 0.03% | −283−6.6% | Reduced |
| Campion Asset Management LLC | 4,016 | $479.1K | 0.36% | −56−1.4% | Reduced |
| Ballew Advisors, Inc | 3,776 | $480.6K | 0.29% | +10.0% | Added |
| Clear Harbor Asset Management, LLC | 4,040 | $482.0K | 0.04% | −29−0.7% | Reduced |
| 1248 Management, LLC | 4,046 | $482.7K | 0.18% | 00.0% | Unchanged |
| Cobler Capital Management, LLC | 4,011 | $484.6K | 0.57% | +4,011 | New |
| Roberts Glore & Co Inc | 4,062 | $484.6K | 0.14% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 4,065 | $485.0K | 0.49% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,075 | $486.1K | 0.24% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,080 | $486.7K | 0.22% | −23−0.6% | Reduced |
| Western Wealth Management, LLC | 4,093 | $488.2K | 0.03% | −166−3.9% | Reduced |
| Vaughan David Investments LLC | 4,099 | $489.0K | 0.01% | +262+6.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,101 | $489.3K | 0.01% | +50+1.2% | Added |
| SAM Advisors, LLC | 4,136 | $493.4K | 0.17% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,144 | $494.4K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 4,160 | $496.3K | 0.01% | −165−3.8% | Reduced |
| Drive Wealth Management, LLC | 4,179 | $498.5K | 0.11% | +493+13.4% | Added |
| Cozad Asset Management Inc | 4,194 | $500.4K | 0.04% | −1,005−19.3% | Reduced |
| MQS Management LLC | 4,198 | $500.8K | 0.28% | +4,198 | New |
| Empire Financial Management Company, LLC | 4,216 | $503.0K | 0.15% | −150−3.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,218 | $503.2K | 0.03% | −417−9.0% | Reduced |
| Chicago Trust Co NA | 4,220 | $503.4K | 0.07% | +412+10.8% | Added |
| Fulton Bank, N.A. | 4,231 | $504.8K | 0.02% | +665+18.6% | Added |
| Johnson & White Wealth Management, LLC | 4,234 | $505.0K | 0.25% | 00.0% | Unchanged |
| Diversified Trust Co | 4,238 | $505.6K | 0.01% | −630−12.9% | Reduced |
| Modera Wealth Management, LLC | 4,245 | $506.5K | 0.01% | −62−1.4% | Reduced |
| Purkiss Capital Advisors LLC | 4,248 | $506.8K | 0.28% | +1,990+88.1% | Added |
| Aull & Monroe Investment Management Corp | 4,287 | $511.4K | 0.27% | −790−15.6% | Reduced |
| Gryphon Financial Partners LLC | 4,291 | $511.9K | 0.07% | +351+8.9% | Added |
| Argyle Capital Partners, LLC | 4,297 | $512.6K | 0.42% | +450+11.7% | Added |
| Sunbelt Securities, Inc. | 4,510 | $513.8K | 0.05% | −644−12.5% | Reduced |
| J. Safra Sarasin Holding AG | 4,309 | $514.1K | 0.01% | +50+1.2% | Added |
| Richwood Investment Advisors, LLC | 4,310 | $514.2K | 0.42% | −115−2.6% | Reduced |
| Whittier Trust Co | 4,323 | $515.7K | 0.01% | +1,216+39.1% | Added |
| FineMark National Bank & Trust | 4,327 | $516.2K | 0.02% | −54−1.2% | Reduced |
| Means Investment Co., Inc. | 4,336 | $517.3K | 0.05% | +3+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,363 | $520.5K | 0.04% | +4,363 | New |
| Raiffeisen Bank International AG | 4,372 | $523.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,386 | $523.2K | 0.02% | −31−0.7% | Reduced |
| Palisade Asset Management, LLC | 4,403 | $525.3K | 0.05% | −951−17.8% | Reduced |
| Demars Financial Group, LLC | 4,429 | $528.4K | 0.20% | −537,278−99.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $528.5K | 0.16% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,457 | $531.7K | 0.01% | −550−11.0% | Reduced |
| Modern Wealth Management, LLC | 4,468 | $532.9K | 0.01% | +416+10.3% | Added |
| WP Advisors, LLC | 4,470 | $533.3K | 0.15% | +147+3.4% | Added |
| Evergreen Capital Management LLC | 4,483 | $534.8K | 0.02% | −191−4.1% | Reduced |
| Lincoln Capital LLC | 4,483 | $534.8K | 0.10% | −125−2.7% | Reduced |
| Dearborn Partners LLC | 4,483 | $534.9K | 0.03% | +1,091+32.2% | Added |
| Simplicity Wealth,LLC | 4,484 | $534.9K | 0.02% | +1,471+48.8% | Added |
| Quest Partners LLC | 4,500 | $536.9K | 0.05% | −1,484−24.8% | Reduced |
| Merrion Investment Management Co, LLC | 4,500 | $536.9K | 0.35% | −500−10.0% | Reduced |
| Capital Investment Advisors, LLC | 4,528 | $540.1K | 0.01% | +214+5.0% | Added |
| Connecticut Wealth Management, LLC | 4,530 | $540.4K | 0.03% | −5−0.1% | Reduced |
| Guardian Wealth Management, Inc. | 4,546 | $542.4K | 0.36% | −967−17.5% | Reduced |
| NVWM, LLC | 4,549 | $542.7K | 0.13% | +104+2.3% | Added |
| Bennett Associates Wealth Management | 4,560 | $544.0K | 0.42% | +697+18.0% | Added |
| KCM Investment Advisors LLC | 4,562 | $544.2K | 0.02% | −40−0.9% | Reduced |
| Trust Co of Vermont | 4,562 | $544.2K | 0.03% | +202+4.6% | Added |
| Principal Street Partners, LLC | 4,572 | $545.4K | 0.05% | +2,268+98.4% | Added |
| Savvy Advisors, Inc. | 4,598 | $548.5K | 0.04% | +925+25.2% | Added |
| Islay Capital Management, LLC | 4,635 | $553.0K | 0.36% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,645 | $554.0K | 0.06% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 4,654 | $555.2K | 0.12% | +1,947+71.9% | Added |
| Veracity Capital LLC | 4,677 | $558.0K | 0.19% | −1,260−21.2% | Reduced |
| Larson Financial Group LLC | 4,678 | $558.1K | 0.02% | −1,768−27.4% | Reduced |
| AMG National Trust Bank | 4,682 | $558.6K | 0.01% | −2,143−31.4% | Reduced |
| Autumn Glory Partners, LLC | 4,690 | $559.5K | 0.26% | +199+4.4% | Added |
| Advisor OS, LLC | 4,723 | $563.4K | 0.06% | +854+22.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,729 | $564.2K | 0.07% | −472−9.1% | Reduced |
| Charter Trust Co | 4,738 | $565.2K | 0.04% | −36−0.8% | Reduced |
| Old North State Trust, LLC | 4,760 | $568.0K | 0.39% | +1,306+37.8% | Added |
| Investors Research Corp | 4,776 | $569.8K | 0.11% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 4,781 | $570.3K | 0.22% | −317−6.2% | Reduced |
| AlphaCore Capital LLC | 4,782 | $570.4K | 0.02% | +2,866+149.6% | Added |
| Skopos Labs, Inc. | 4,805 | $573.2K | 0.08% | +1,536+47.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,550 | $575.2K | 0.23% | +11+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 4,880 | $582.1K | 0.11% | +20.0% | Added |
| Financial Advisory Service, Inc. | 4,882 | $582.4K | 0.04% | +25+0.5% | Added |
| Kuhn & Co Investment Counsel | 4,903 | $585.0K | 0.44% | +935+23.6% | Added |
| CFS Investment Advisory Services, LLC | 4,913 | $586.0K | 0.05% | +173+3.6% | Added |
| Venturi Wealth Management, LLC | 4,949 | $590.4K | 0.03% | +891+22.0% | Added |
| Moment Partners, LLC | 4,958 | $591.4K | 0.11% | +146+3.0% | Added |
| Garrison Point Advisors, LLC | 4,980 | $594.1K | 0.27% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 5,000 | $596.5K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $596.5K | 0.05% | +5,000 | New |
| Cito Capital Group, LLC | 5,000 | $597.0K | 0.21% | +2,000+66.7% | Added |
| Augustine Asset Management Inc | 5,013 | $598.1K | 0.16% | −9−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 5,021 | $599.0K | 0.08% | −193−3.7% | Reduced |
| Leonteq Securities AG | 5,021 | $599.0K | 0.04% | +1,072+27.1% | Added |
| Petros Family Wealth, LLC | 5,040 | $601.3K | 0.55% | −69−1.4% | Reduced |
| Vanguard Capital Wealth Advisors | 5,045 | $601.8K | 0.60% | +2,829+127.7% | Added |
| Rosenberg Matthew Hamilton | 5,047 | $602.1K | 0.14% | −428−7.8% | Reduced |
| Cornerstone Wealth Group, LLC | 5,082 | $606.3K | 0.05% | +126+2.5% | Added |
| Linscomb & Williams, Inc. | 5,090 | $607.2K | 0.03% | −88−1.7% | Reduced |
| Worth Financial Advisory Group, LLC | 5,103 | $608.8K | 0.37% | −150−2.9% | Reduced |
| Financial Advocates Investment Management | 5,140 | $613.2K | 0.05% | −5,052−49.6% | Reduced |
| 5T Wealth, LLC | 5,144 | $613.7K | 0.31% | −318−5.8% | Reduced |
| Rexford Capital Inc | 5,151 | $614.5K | 0.51% | +5,151 | New |
| Pallas Capital Advisors LLC | 5,168 | $616.5K | 0.02% | +1,502+41.0% | Added |