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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 4,677 | $558.0K | 0.19% | −1,260−21.2% | Reduced |
| Atlas Legacy Advisors, LLC | 4,654 | $555.2K | 0.12% | +1,947+71.9% | Added |
| LVM Capital Management Ltd | 4,645 | $554.0K | 0.06% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 4,635 | $553.0K | 0.36% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,598 | $548.5K | 0.04% | +925+25.2% | Added |
| Principal Street Partners, LLC | 4,572 | $545.4K | 0.05% | +2,268+98.4% | Added |
| Trust Co of Vermont | 4,562 | $544.2K | 0.03% | +202+4.6% | Added |
| KCM Investment Advisors LLC | 4,562 | $544.2K | 0.02% | −40−0.9% | Reduced |
| Bennett Associates Wealth Management | 4,560 | $544.0K | 0.42% | +697+18.0% | Added |
| NVWM, LLC | 4,549 | $542.7K | 0.13% | +104+2.3% | Added |
| Guardian Wealth Management, Inc. | 4,546 | $542.4K | 0.36% | −967−17.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,530 | $540.4K | 0.03% | −5−0.1% | Reduced |
| Capital Investment Advisors, LLC | 4,528 | $540.1K | 0.01% | +214+5.0% | 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 |
| Simplicity Wealth,LLC | 4,484 | $534.9K | 0.02% | +1,471+48.8% | Added |
| Dearborn Partners LLC | 4,483 | $534.9K | 0.03% | +1,091+32.2% | Added |
| Lincoln Capital LLC | 4,483 | $534.8K | 0.10% | −125−2.7% | Reduced |
| Evergreen Capital Management LLC | 4,483 | $534.8K | 0.02% | −191−4.1% | Reduced |
| WP Advisors, LLC | 4,470 | $533.3K | 0.15% | +147+3.4% | Added |
| Modern Wealth Management, LLC | 4,468 | $532.9K | 0.01% | +416+10.3% | Added |
| Bridges Investment Management Inc | 4,457 | $531.7K | 0.01% | −550−11.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $528.5K | 0.16% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 4,429 | $528.4K | 0.20% | −537,278−99.2% | Reduced |
| Palisade Asset Management, LLC | 4,403 | $525.3K | 0.05% | −951−17.8% | Reduced |
| Focus Financial Network, Inc. | 4,386 | $523.2K | 0.02% | −31−0.7% | Reduced |
| Raiffeisen Bank International AG | 4,372 | $523.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,363 | $520.5K | 0.04% | +4,363 | New |
| Means Investment Co., Inc. | 4,336 | $517.3K | 0.05% | +3+0.1% | Added |
| FineMark National Bank & Trust | 4,327 | $516.2K | 0.02% | −54−1.2% | Reduced |
| Whittier Trust Co | 4,323 | $515.7K | 0.01% | +1,216+39.1% | Added |
| Richwood Investment Advisors, LLC | 4,310 | $514.2K | 0.42% | −115−2.6% | Reduced |
| J. Safra Sarasin Holding AG | 4,309 | $514.1K | 0.01% | +50+1.2% | Added |
| Sunbelt Securities, Inc. | 4,510 | $513.8K | 0.05% | −644−12.5% | Reduced |
| Argyle Capital Partners, LLC | 4,297 | $512.6K | 0.42% | +450+11.7% | Added |
| Gryphon Financial Partners LLC | 4,291 | $511.9K | 0.07% | +351+8.9% | Added |
| Aull & Monroe Investment Management Corp | 4,287 | $511.4K | 0.27% | −790−15.6% | Reduced |
| Purkiss Capital Advisors LLC | 4,248 | $506.8K | 0.28% | +1,990+88.1% | Added |
| Modera Wealth Management, LLC | 4,245 | $506.5K | 0.01% | −62−1.4% | Reduced |
| Diversified Trust Co | 4,238 | $505.6K | 0.01% | −630−12.9% | Reduced |
| Johnson & White Wealth Management, LLC | 4,234 | $505.0K | 0.25% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,231 | $504.8K | 0.02% | +665+18.6% | Added |
| Chicago Trust Co NA | 4,220 | $503.4K | 0.07% | +412+10.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,218 | $503.2K | 0.03% | −417−9.0% | Reduced |
| Empire Financial Management Company, LLC | 4,216 | $503.0K | 0.15% | −150−3.4% | Reduced |
| MQS Management LLC | 4,198 | $500.8K | 0.28% | +4,198 | New |
| Cozad Asset Management Inc | 4,194 | $500.4K | 0.04% | −1,005−19.3% | Reduced |
| Drive Wealth Management, LLC | 4,179 | $498.5K | 0.11% | +493+13.4% | Added |
| Change Path, LLC | 4,160 | $496.3K | 0.01% | −165−3.8% | Reduced |
| Mill Capital Management, LLC | 4,144 | $494.4K | 0.04% | 00.0% | Unchanged |
| SAM Advisors, LLC | 4,136 | $493.4K | 0.17% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,101 | $489.3K | 0.01% | +50+1.2% | Added |
| Vaughan David Investments LLC | 4,099 | $489.0K | 0.01% | +262+6.8% | Added |
| Western Wealth Management, LLC | 4,093 | $488.2K | 0.03% | −166−3.9% | Reduced |
| Burford Brothers, Inc. | 4,080 | $486.7K | 0.22% | −23−0.6% | Reduced |
| Peoples Financial Services Corp. | 4,075 | $486.1K | 0.24% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 4,065 | $485.0K | 0.49% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,062 | $484.6K | 0.14% | 00.0% | Unchanged |
| Cobler Capital Management, LLC | 4,011 | $484.6K | 0.57% | +4,011 | New |
| 1248 Management, LLC | 4,046 | $482.7K | 0.18% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,040 | $482.0K | 0.04% | −29−0.7% | Reduced |
| Ballew Advisors, Inc | 3,776 | $480.6K | 0.29% | +10.0% | Added |
| Campion Asset Management LLC | 4,016 | $479.1K | 0.36% | −56−1.4% | Reduced |
| Angeles Wealth Management, LLC | 4,011 | $478.5K | 0.03% | −283−6.6% | Reduced |
| Oakland Financial Corp | 4,000 | $477.2K | 8.98% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,001 | $477.0K | 0.08% | −128−3.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,980 | $474.8K | 0.05% | −673−14.5% | Reduced |
| GW Henssler & Associates Ltd | 3,970 | $473.6K | 0.03% | −436−9.9% | Reduced |
| Excalibur Management Corp | 3,964 | $472.9K | 0.18% | +607+18.1% | Added |
| Syntegra Private Wealth Group, LLC | 3,947 | $470.9K | 0.05% | +9+0.2% | Added |
| Princeton Global Asset Management LLC | 3,931 | $469.0K | 0.09% | +54+1.4% | Added |
| PDS Planning, Inc | 3,924 | $468.1K | 0.03% | +503+14.7% | Added |
| Patron Partners Advisors, LLC | 3,917 | $467.3K | 0.23% | −475−10.8% | Reduced |
| Trustmark National Bank Trust Department | 3,914 | $466.9K | 0.03% | −350−8.2% | Reduced |
| Gratus Wealth Advisors, LLC | 3,892 | $464.3K | 0.07% | +24+0.6% | Added |
| Saturna Capital CORP | 3,888 | $463.8K | 0.01% | −1,380−26.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,875 | $462.3K | 0.03% | −626−13.9% | Reduced |
| 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 |
| Roof Eidam & Maycock | 3,843 | $458.5K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 3,841 | $458.2K | 0.03% | −2,826−42.4% | Reduced |
| Spinnaker Trust | 3,838 | $457.9K | 0.03% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,826 | $456.4K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,821 | $455.8K | 0.10% | −48−1.2% | Reduced |
| Riverwater Partners LLC | 3,797 | $453.0K | 0.21% | −34−0.9% | Reduced |
| Aristotle Capital Management, LLC | 3,789 | $452.0K | 0.00% | −2,494−39.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,770 | $449.8K | 0.02% | −18−0.5% | Reduced |
| Aaron Wealth Advisors | 3,755 | $448.0K | 0.05% | −33−0.9% | Reduced |
| Whalerock Point Partners, LLC | 3,740 | $446.2K | 0.10% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,732 | $445.2K | 0.07% | +12+0.3% | Added |
| Ransom Advisory, Ltd | 3,725 | $444.4K | 0.21% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,723 | $444.2K | 0.01% | +471+14.5% | Added |
| Harbour Investments, Inc. | 3,714 | $443.0K | 0.01% | −175−4.5% | Reduced |
| Nilsine Partners, LLC | 3,711 | $442.7K | 0.04% | −353−8.7% | Reduced |
| Field & Main Bank | 3,708 | $442.4K | 0.14% | −170−4.4% | Reduced |
| Hills Bank & Trust Co | 3,667 | $437.5K | 0.03% | +24+0.7% | Added |
| Evoke Wealth, LLC | 3,659 | $436.6K | 0.01% | +1,804+97.3% | Added |
| Capital Investment Advisory Services, LLC | 3,658 | $436.4K | 0.04% | −77−2.1% | Reduced |
| Tripletail Wealth Management, LLC | 3,662 | $433.9K | 0.62% | +3,662 | New |
| Ronald Blue Trust, Inc. | 3,636 | $433.7K | 0.01% | +65+1.8% | Added |