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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 2,378 | $283.7K | 0.06% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,375 | $283.3K | 0.04% | −87−3.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,371 | $282.9K | 0.01% | −12,301−83.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,371 | $282.8K | 0.01% | +115+5.1% | Added |
| Denver Wealth Management, Inc. | 2,370 | $282.7K | 0.12% | +19+0.8% | Added |
| Cross Staff Investments Inc | 2,363 | $281.9K | 0.21% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $281.5K | 0.06% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 2,359 | $281.4K | 0.15% | +2,359 | New |
| Richards, Merrill & Peterson, Inc. | 2,359 | $281.4K | 0.13% | +26+1.1% | Added |
| Fieldview Capital Management, LLC | 2,354 | $280.8K | 0.04% | +2,354 | New |
| FIL Ltd | 2,351 | $280.5K | 0.00% | −66,313−96.6% | Reduced |
| Capital Market Strategies LLC | 2,339 | $279.0K | 0.19% | −200−7.9% | Reduced |
| Jacobs & Co | 2,346 | $279.0K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,330 | $278.0K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,323 | $277.1K | 0.08% | −3−0.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,318 | $276.5K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,211 | $276.3K | 0.08% | +4+0.2% | Added |
| Elm3 Financial Group, LLC | 2,315 | $276.1K | 0.23% | −881−27.6% | Reduced |
| Callahan Advisors, LLC | 2,296 | $273.9K | 0.02% | −75−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,296 | $273.9K | 0.06% | −327−12.5% | Reduced |
| Duncan Williams Asset Management, LLC | 2,287 | $272.8K | 0.09% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,285 | $272.6K | 0.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,282 | $272.2K | 0.04% | +2,282 | New |
| Foronjy Financial LLC | 2,280 | $272.0K | 0.13% | +2,280 | New |
| Monetary Management Group Inc | 2,280 | $272.0K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $272.0K | 0.32% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 2,273 | $271.2K | 0.22% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,270 | $270.8K | 0.01% | −50−2.2% | Reduced |
| Pure Financial Advisors, Inc. | 2,268 | $270.6K | 0.00% | +273+13.7% | Added |
| Ocean Capital Management, LLC | 2,265 | $270.2K | 0.06% | −46−2.0% | Reduced |
| BKM Wealth Management, LLC | 2,259 | $269.5K | 0.11% | +7+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 2,255 | $269.0K | 0.02% | −59−2.5% | Reduced |
| Red Door Wealth Management, LLC | 2,252 | $268.7K | 0.03% | +56+2.6% | Added |
| Lantern Wealth Advisors, LLC | 2,247 | $268.0K | 0.16% | +2,247 | New |
| Measured Wealth Private Client Group, LLC | 2,241 | $267.3K | 0.08% | −7−0.3% | Reduced |
| First Financial Bank - Trust Division | 2,235 | $266.6K | 0.02% | −33−1.5% | Reduced |
| SPC Financial, Inc. | 2,235 | $266.6K | 0.02% | +100+4.7% | Added |
| North Star Asset Management Inc | 2,233 | $266.4K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,225 | $265.4K | 0.03% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 2,219 | $264.8K | 0.03% | −238−9.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,210 | $263.7K | 0.00% | −13,006−85.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,206 | $263.2K | 0.03% | +115+5.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,201 | $262.6K | 0.09% | −21−0.9% | Reduced |
| Smartleaf Asset Management LLC | 2,200 | $262.4K | 0.02% | −1,146−34.2% | Reduced |
| Beaumont Financial Advisors, LLC | 2,199 | $262.3K | 0.02% | −152−6.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,716 | $261.9K | 0.01% | +250+17.1% | Added |
| Meixler Investment Management, Ltd. | 2,194 | $261.7K | 0.18% | +2,194 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $261.5K | 0.10% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,189 | $261.2K | 0.09% | −120−5.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,189 | $261.1K | 0.06% | −411−15.8% | Reduced |
| Forte Capital LLC | 2,175 | $259.5K | 0.03% | +284+15.0% | Added |
| Waterloo Capital, L.P. | 2,175 | $259.5K | 0.02% | +318+17.1% | Added |
| Full Sail Capital, LLC | 2,170 | $258.8K | 0.01% | +2,170 | New |
| Diversified Enterprises, LLC | 2,161 | $257.9K | 0.02% | −85−3.8% | Reduced |
| Trust Point Inc. | 2,159 | $257.6K | 0.02% | +18+0.8% | Added |
| Capital Analysts, LLC | 2,152 | $257.0K | 0.01% | −84−3.8% | Reduced |
| Sage Mountain Advisors LLC | 2,146 | $256.0K | 0.02% | −424−16.5% | Reduced |
| Two Sigma Securities, LLC | 2,143 | $255.7K | 0.03% | −6,690−75.7% | Reduced |
| VestGen Advisors, LLC | 2,141 | $255.4K | 0.01% | −157−6.8% | Reduced |
| HBW Advisory Services LLC | 2,137 | $255.0K | 0.03% | +37+1.8% | Added |
| Apella Capital, LLC | 2,015 | $254.7K | 0.01% | +31+1.6% | Added |
| Cadent Capital Advisors, LLC | 2,133 | $254.4K | 0.08% | −170−7.4% | Reduced |
| TD Capital Management LLC | 2,125 | $253.5K | 0.02% | +51+2.5% | Added |
| Asset Dedication, LLC | 2,121 | $253.1K | 0.02% | −5−0.2% | Reduced |
| Leisure Capital Management | 2,121 | $253.0K | 0.10% | −77−3.5% | Reduced |
| Signal Advisors Wealth, LLC | 2,120 | $252.9K | 0.02% | +2,120 | New |
| Naples Global Advisors, LLC | 2,119 | $252.7K | 0.02% | +4+0.2% | Added |
| Orleans Capital Management Corp | 2,117 | $252.6K | 0.13% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,117 | $252.6K | 0.06% | +2,117 | New |
| Close Asset Management Ltd | 2,110 | $252.0K | 0.01% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,105 | $251.1K | 0.22% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 2,096 | $250.1K | 0.11% | −384−15.5% | Reduced |
| Anchor Investment Management, LLC | 2,094 | $249.8K | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,092 | $249.6K | 0.02% | +54+2.6% | Added |
| Commonwealth Financial Services, LLC | 2,090 | $249.3K | 0.05% | +111+5.6% | Added |
| Waters Parkerson & Co., LLC | 2,087 | $249.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,083 | $248.5K | 0.01% | +444+27.1% | Added |
| Alan B. Lancz & Associates, Inc. | 2,082 | $248.4K | 0.25% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,081 | $248.2K | 0.02% | −1,520−42.2% | Reduced |
| Versant Capital Management, Inc | 2,080 | $248.1K | 0.04% | +72+3.6% | Added |
| Lifeworks Advisors, LLC | 2,079 | $248.0K | 0.04% | +267+14.7% | Added |
| Brooks, Moore & Associates, Inc. | 2,001 | $247.3K | 0.13% | −84−4.0% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $245.8K | 0.20% | 00.0% | Unchanged |
| Optima Capital LLC | 2,057 | $245.4K | 0.13% | +147+7.7% | Added |
| Financial Engines Advisors L.L.C. | 2,051 | $245.0K | 0.00% | +2,051 | New |
| Alta Advisers Ltd | 2,045 | $244.0K | 0.09% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,036 | $242.9K | 0.08% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $242.8K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,031 | $242.3K | 0.02% | +27+1.3% | Added |
| First Financial Bankshares Inc | 2,030 | $242.2K | 0.01% | −25−1.2% | Reduced |
| Hantz Financial Services, Inc. | 2,029 | $242.0K | 0.00% | +479+30.9% | Added |
| KLCM Advisors, Inc. | 2,025 | $241.6K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,022 | $241.2K | 0.02% | +832+69.9% | Added |
| MV Capital Management, Inc. | 2,012 | $240.0K | 0.02% | +13+0.7% | Added |
| Tarbox Family Office, Inc. | 2,012 | $240.0K | 0.04% | +21+1.1% | Added |
| Weik Capital Management | 2,010 | $239.8K | 0.09% | −110−5.2% | Reduced |
| Douglas Lane & Associates, LLC | 2,008 | $239.6K | 0.00% | −98−4.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,006 | $239.3K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 2,006 | $239.3K | 0.04% | +2,006 | New |
| Fiducient Advisors LLC | 2,000 | $238.6K | 0.03% | +2,000 | New |