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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 2,937 | $350.4K | 0.03% | −24−0.8% | Reduced |
| Stiles Financial Services Inc | 2,935 | $349.9K | 0.12% | +68+2.4% | Added |
| Phoenix Holdings Ltd. | 2,932 | $349.4K | 0.00% | −2,663−47.6% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,925 | $349.0K | 0.25% | −33−1.1% | Reduced |
| Persium Advisors, LLC | 2,902 | $346.2K | 0.29% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 2,889 | $345.0K | 0.02% | +134+4.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,887 | $344.4K | 0.02% | +11+0.4% | Added |
| Shufro Rose & Co LLC | 2,775 | $342.7K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,863 | $342.0K | 0.17% | −268−8.6% | Reduced |
| AGH Wealth Advisors, LLC | 2,860 | $341.2K | 0.28% | +79+2.8% | Added |
| Arete Wealth Advisors, LLC | 2,847 | $340.0K | 0.02% | −103−3.5% | Reduced |
| Strategy Asset Managers LLC | 2,837 | $338.4K | 0.06% | −409−12.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,818 | $336.0K | 0.01% | −384−12.0% | Reduced |
| Intrinsic Value Partners, LLC | 2,812 | $335.5K | 0.30% | −74−2.6% | Reduced |
| PFG Advisors | 2,802 | $334.3K | 0.02% | −160−5.4% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,794 | $333.3K | 0.12% | +186+7.1% | Added |
| Northcape Wealth Management, LLC | 2,790 | $332.8K | 0.10% | +330+13.4% | Added |
| Capital Advantage, Inc. | 2,788 | $332.6K | 0.05% | +5+0.2% | Added |
| Davidson Trust Co | 2,781 | $331.8K | 0.15% | −282−9.2% | Reduced |
| Liberty Capital Management, Inc. | 2,772 | $330.7K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,771 | $330.6K | 0.04% | −1,049−27.5% | Reduced |
| Boston Private Wealth LLC | 2,761 | $329.4K | 0.02% | +2,761 | New |
| Howard Capital Management Inc. | 2,761 | $329.4K | 0.00% | +299+12.1% | Added |
| IFG Advisory, LLC | 2,754 | $328.5K | 0.02% | −46−1.6% | Reduced |
| Shell Asset Management Co | 2,747 | $328.0K | 0.01% | +1,387+102.0% | Added |
| Stockman Wealth Management, Inc. | 2,738 | $326.6K | 0.04% | −50−1.8% | Reduced |
| McDaniel Terry & Co | 2,730 | $325.7K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,720 | $324.5K | 0.08% | −255−8.6% | Reduced |
| Panagora Asset Management Inc | 2,719 | $324.4K | 0.00% | −1,872−40.8% | Reduced |
| CoreFirst Bank & Trust | 2,718 | $324.3K | 0.18% | −430−13.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,714 | $324.0K | 0.10% | −177−6.1% | Reduced |
| Sovran Advisors, LLC | 2,491 | $323.8K | 0.03% | +2,491 | New |
| GM Advisory Group, Inc. | 2,705 | $322.7K | 0.02% | +2,705 | New |
| Dividend Assets Capital, LLC | 2,704 | $322.6K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,670 | $318.5K | 0.07% | −1,490−35.8% | Reduced |
| LRI Investments, LLC | 2,668 | $318.3K | 0.03% | +612+29.8% | Added |
| Plan A Wealth LLC | 2,665 | $317.9K | 0.18% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,662 | $317.6K | 0.00% | +1,130+73.8% | Added |
| Walker Asset Management, LLC | 2,662 | $317.6K | 0.18% | −17−0.6% | Reduced |
| Harrell Investment Partners, LLC | 2,658 | $317.1K | 0.08% | +1,030+63.3% | Added |
| North Star Investment Management Corp. | 2,653 | $316.5K | 0.02% | −533−16.7% | Reduced |
| Successful Portfolios LLC | 2,650 | $316.2K | 0.19% | +2+0.1% | Added |
| QTR Family Wealth, LLC | 2,646 | $315.7K | 0.20% | +130+5.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,643 | $315.3K | 0.04% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,643 | $315.3K | 0.20% | +650+32.6% | Added |
| Canal Capital Management, LLC | 2,643 | $315.3K | 0.05% | +27+1.0% | Added |
| Manske Wealth Management | 2,634 | $314.2K | 0.10% | +200+8.2% | Added |
| Aigen Investment Management, LP | 2,628 | $313.5K | 0.04% | +2,628 | New |
| Thomasville National Bank | 2,617 | $312.2K | 0.02% | +248+10.5% | Added |
| Good Life Advisors, LLC | 2,617 | $312.2K | 0.02% | +195+8.1% | Added |
| Mosaic Family Wealth Partners, LLC | 2,613 | $311.7K | 0.04% | +17+0.7% | Added |
| Transcend Wealth Collective, LLC | 2,610 | $311.3K | 0.02% | −1,004−27.8% | Reduced |
| HCR Wealth Advisors | 2,608 | $311.1K | 0.04% | −100−3.7% | Reduced |
| Seamount Financial Group Inc | 2,602 | $310.4K | 0.16% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $310.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $310.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,594 | $309.5K | 0.10% | +150+6.1% | Added |
| Berger Financial Group, Inc | 2,592 | $309.2K | 0.02% | −530−17.0% | Reduced |
| Compass Capital Corp | 2,389 | $309.0K | 0.15% | −246−9.3% | Reduced |
| Clarius Group, LLC | 2,587 | $308.6K | 0.02% | −76−2.9% | Reduced |
| Blackhawk Capital Partners LLC. | 2,582 | $308.0K | 0.14% | +2,582 | New |
| Investors Asset Management of Georgia Inc | 2,576 | $307.3K | 0.14% | −26−1.0% | Reduced |
| Boothbay Fund Management, LLC | 2,569 | $306.5K | 0.01% | −3,189−55.4% | Reduced |
| Wakefield Asset Management LLLP | 2,568 | $306.4K | 0.09% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,471 | $305.1K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,554 | $304.7K | 0.03% | −965−27.4% | Reduced |
| Warwick Investment Management, Inc. | 2,551 | $304.3K | 0.06% | −155−5.7% | Reduced |
| Flputnam Investment Management Co | 2,551 | $304.3K | 0.01% | −49−1.9% | Reduced |
| Montag A & Associates Inc | 2,550 | $304.2K | 0.01% | +141+5.9% | Added |
| 111 Capital | 2,536 | $302.5K | 0.05% | +2,536 | New |
| Ruggaard & Associates LLC | 2,532 | $302.1K | 0.12% | −140−5.2% | Reduced |
| Brookwood Investment Group LLC | 2,525 | $301.2K | 0.05% | −384−13.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $301.2K | 0.03% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,361 | $300.5K | 0.21% | +397+20.2% | Added |
| Port Capital LLC | 2,518 | $300.0K | 0.01% | +54+2.2% | Added |
| Graypoint LLC | 2,512 | $299.7K | 0.02% | −1,230−32.9% | Reduced |
| Gables Capital Management Inc. | 2,502 | $298.5K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,500 | $298.3K | 0.00% | −5,124−67.2% | Reduced |
| Soltis Investment Advisors LLC | 2,500 | $298.2K | 0.02% | +210+9.2% | Added |
| Trust Co of Oklahoma | 2,497 | $297.9K | 0.09% | +2,497 | New |
| Pflug Koory, LLC | 2,496 | $297.8K | 0.15% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,490 | $297.1K | 0.08% | +2,330+1,456.3% | Added |
| LBMC Investment Advisors, LLC | 2,489 | $296.9K | 0.02% | +10.0% | Added |
| Forza Wealth Management, LLC | 2,483 | $296.2K | 0.12% | +248+11.1% | Added |
| Goodman Financial Corp | 2,466 | $294.2K | 0.06% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,463 | $293.8K | 0.11% | −268−9.8% | Reduced |
| Fort Sheridan Advisors LLC | 2,457 | $293.1K | 0.04% | −499−16.9% | Reduced |
| Disciplined Investors, L.L.C. | 2,452 | $292.5K | 0.23% | +107+4.6% | Added |
| Greenfield Savings Bank | 2,433 | $290.3K | 0.13% | 00.0% | Unchanged |
| Quilter Plc | 2,430 | $289.9K | 0.01% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,429 | $289.8K | 0.11% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,410 | $287.6K | 0.06% | +3+0.1% | Added |
| BancorpSouth Bank | 2,406 | $287.0K | 0.02% | −64−2.6% | Reduced |
| M3 Advisory Group, LLC | 2,404 | $286.8K | 0.20% | +20+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 2,400 | $286.3K | 0.07% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 2,400 | $286.3K | 0.04% | +2,400 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $285.8K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,391 | $285.2K | 0.04% | −227−8.7% | Reduced |
| Assetmark, Inc | 2,385 | $284.6K | 0.00% | −688−22.4% | Reduced |