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 |
|---|---|---|---|---|---|
| Conning Inc. | 3,635 | $433.7K | 0.01% | −110−2.9% | Reduced |
| S.A. Mason LLC | 3,629 | $432.9K | 0.21% | −1,210−25.0% | Reduced |
| Biltmore Wealth Management, LLC | 3,613 | $431.0K | 0.17% | +85+2.4% | Added |
| Corps Capital Advisors, LLC | 3,612 | $430.9K | 0.69% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,609 | $430.6K | 0.02% | −683−15.9% | Reduced |
| First Citizens Bank & Trust Co | 3,602 | $429.7K | 0.01% | −42−1.2% | Reduced |
| Rossby Financial, LCC | 3,600 | $429.5K | 0.16% | +193+5.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $427.9K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,583 | $427.5K | 0.05% | −248−6.5% | Reduced |
| Drucker Wealth 3.0, LLC | 3,274 | $427.3K | 0.08% | +3,274 | New |
| Crawford Investment Counsel Inc | 3,577 | $426.8K | 0.01% | +191+5.6% | Added |
| Eisler Capital Management Ltd. | 3,567 | $425.8K | 0.01% | +1,371+62.4% | Added |
| Ameritas Advisory Services, LLC | 3,569 | $425.7K | 0.02% | −1,418−28.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,551 | $423.6K | 0.00% | +1,714+93.3% | Added |
| Harbor Advisors LLC | 3,541 | $422.4K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 3,517 | $419.6K | 0.03% | −382−9.8% | Reduced |
| Schnieders Capital Management LLC | 3,508 | $418.5K | 0.07% | −205−5.5% | Reduced |
| Estabrook Capital Management | 3,507 | $418.4K | 0.06% | −602−14.7% | Reduced |
| Plancorp, LLC | 3,506 | $418.3K | 0.01% | +413+13.4% | Added |
| Prairie Sky Financial Group LLC | 3,480 | $415.1K | 0.23% | −68−1.9% | Reduced |
| MTM Investment Management, LLC | 3,478 | $414.9K | 0.14% | +141+4.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,464 | $413.3K | 0.03% | −329−8.7% | Reduced |
| Moody National Bank Trust Division | 3,451 | $411.7K | 0.04% | −324−8.6% | Reduced |
| Adviser Investments LLC | 3,446 | $411.1K | 0.01% | −1,721−33.3% | 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 |
| Foster & Motley Inc | 3,436 | $410.0K | 0.02% | −356−9.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,434 | $409.7K | 0.09% | +232+7.2% | Added |
| Woodmont Investment Counsel LLC | 3,430 | $409.2K | 0.03% | −20−0.6% | Reduced |
| MSH Capital Advisors LLC | 3,418 | $407.7K | 0.12% | −38−1.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,416 | $407.5K | 0.01% | +40+1.2% | Added |
| Tanager Wealth Management LLP | 3,413 | $407.2K | 0.05% | +25+0.7% | Added |
| BKD Wealth Advisors, LLC | 3,410 | $406.8K | 0.01% | −199−5.5% | Reduced |
| Uniting Wealth Partners, LLC | 3,409 | $406.7K | 0.16% | +5+0.1% | Added |
| Everhart Financial Group, Inc. | 3,395 | $405.0K | 0.05% | −856−20.1% | Reduced |
| Riverbend Wealth Management, LLC | 3,395 | $405.0K | 0.31% | +149+4.6% | Added |
| Master's Wealth Management Inc. | 3,391 | $404.6K | 0.19% | +981+40.7% | Added |
| Uncommon Cents Investing LLC | 3,382 | $403.5K | 0.11% | −69−2.0% | Reduced |
| Courier Capital LLC | 3,381 | $403.4K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,359 | $400.7K | 0.11% | −318−8.6% | Reduced |
| Wedgewood Investors Inc | 3,350 | $399.7K | 0.46% | 00.0% | Unchanged |
| Perpetual Ltd | 3,330 | $397.3K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,319 | $396.0K | 0.01% | +3,319 | New |
| Allen Investment Management LLC | 3,318 | $395.8K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 3,311 | $395.0K | 0.02% | −195−5.6% | Reduced |
| CWA Asset Management Group, LLC | 3,303 | $394.0K | 0.02% | +1,179+55.5% | Added |
| Roundview Capital LLC | 3,300 | $393.7K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 3,294 | $393.0K | 0.06% | +4+0.1% | Added |
| Nwam LLC | 3,182 | $392.5K | 0.02% | −406−11.3% | Reduced |
| Uhlmann Price Securities, LLC | 3,268 | $389.7K | 0.28% | +966+42.0% | Added |
| Hartford Financial Management Inc. | 3,264 | $389.4K | 0.11% | −16,192−83.2% | Reduced |
| Ambassador Advisors, LLC | 3,254 | $388.1K | 0.06% | −34−1.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,253 | $388.1K | 0.04% | −160−4.7% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,250 | $387.7K | 0.36% | 00.0% | Unchanged |
| Athena Investment Management | 3,249 | $387.6K | 0.22% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,245 | $387.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,238 | $386.3K | 0.03% | −1,834−36.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,217 | $383.8K | 0.02% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 3,215 | $383.5K | 0.43% | 00.0% | Unchanged |
| Univest Financial Corp | 3,210 | $383.0K | 0.02% | +5+0.2% | Added |
| B&L Asset Management LLC | 3,210 | $383.0K | 0.22% | +384+13.6% | Added |
| Fidelis Capital Partners, LLC | 3,185 | $381.7K | 0.03% | +30+1.0% | Added |
| LCNB Corp | 3,194 | $381.0K | 0.13% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,192 | $380.8K | 0.04% | −2−0.1% | Reduced |
| ARS Investment Partners, LLC | 3,186 | $380.1K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,178 | $379.1K | 0.01% | −414−11.5% | Reduced |
| Birmingham Capital Management Co Inc | 3,173 | $378.5K | 0.17% | −3,550−52.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,159 | $376.9K | 0.05% | −241−7.1% | Reduced |
| Vista Investment Partners LLC | 3,158 | $376.7K | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 3,155 | $376.4K | 0.02% | −1,699−35.0% | Reduced |
| GHP Investment Advisors, Inc. | 3,152 | $376.0K | 0.02% | +79+2.6% | Added |
| Hanson & Doremus Investment Management | 3,143 | $375.0K | 0.05% | −277−8.1% | Reduced |
| Second Line Capital, LLC | 3,134 | $373.9K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,042 | $373.0K | 0.03% | −2,792−47.9% | Reduced |
| Reuter James Wealth Management, LLC | 3,126 | $373.0K | 0.06% | −5−0.2% | Reduced |
| Waldron Private Wealth LLC | 3,108 | $370.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,094 | $370.0K | 0.15% | +483+18.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $369.8K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 3,087 | $368.3K | 0.22% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 3,089 | $368.0K | 0.08% | −589−16.0% | Reduced |
| Advisory Alpha, LLC | 3,083 | $368.0K | 0.01% | +176+6.1% | Added |
| Magnus Financial Group LLC | 3,083 | $367.8K | 0.03% | +84+2.8% | Added |
| Vectors Research Management, LLC | 3,081 | $367.6K | 0.13% | 00.0% | Unchanged |
| Scientech Research LLC | 3,059 | $364.9K | 0.09% | +3,059 | New |
| Verity Asset Management, Inc. | 3,054 | $364.3K | 0.17% | +82+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,046 | $363.4K | 0.03% | +560+22.5% | Added |
| CX Institutional | 3,047 | $363.0K | 0.01% | −595−16.3% | Reduced |
| Hamilton Capital, LLC | 3,041 | $362.8K | 0.02% | +471+18.3% | Added |
| Clifford Group, LLC | 3,032 | $361.7K | 0.30% | −363−10.7% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $361.6K | 0.11% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,007 | $358.7K | 0.02% | +95+3.3% | Added |
| Lummis Asset Management, LP | 3,011 | $358.7K | 0.23% | +2,861+1,907.3% | Added |
| Kanawha Capital Management LLC | 2,995 | $357.3K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,984 | $356.0K | 0.09% | +8+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,979 | $355.4K | 0.00% | −3,334−52.8% | Reduced |
| Aries Wealth Management | 2,973 | $354.7K | 0.09% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,965 | $353.7K | 0.03% | +2,965 | New |
| Stratos Wealth Advisors, LLC | 2,954 | $352.5K | 0.02% | −9−0.3% | Reduced |
| First National Bank Sioux Falls | 2,946 | $351.5K | 0.13% | −238−7.5% | Reduced |
| Post Resch Tallon Group Inc. | 2,939 | $350.6K | 0.34% | 00.0% | Unchanged |