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 |
|---|---|---|---|---|---|
| Highlander Partners, L.P. | 2,000 | $238.6K | 0.09% | +2,000 | New |
| Ignite Planners, LLC | 1,895 | $238.5K | 0.04% | +1,895 | New |
| Silver Coast Investments LLC | 1,994 | $237.9K | 0.09% | +1,994 | New |
| Nemes Rush Group LLC | 1,993 | $237.7K | 0.03% | −121−5.7% | Reduced |
| Accurate Wealth Management, LLC | 1,769 | $237.7K | 0.04% | +1,769 | New |
| Moloney Securities Asset Management, LLC | 1,990 | $237.5K | 0.03% | −235−10.6% | Reduced |
| Central Bank & Trust Co | 1,990 | $237.4K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $237.4K | 0.05% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,988 | $237.2K | 0.03% | −483−19.5% | Reduced |
| Frisch Financial Group, Inc. | 1,989 | $237.0K | 0.06% | +1,989 | New |
| Acropolis Investment Management, LLC | 1,986 | $236.9K | 0.01% | −52−2.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $235.7K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,972 | $235.4K | 0.13% | −328−14.3% | Reduced |
| Nicolet Bankshares Inc | 1,971 | $235.1K | 0.04% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 1,854 | $235.1K | 0.19% | +19+1.0% | Added |
| City Center Advisors, LLC | 1,961 | $233.9K | 0.25% | +1,961 | New |
| Portside Wealth Group, LLC | 1,958 | $233.6K | 0.03% | +48+2.5% | Added |
| LeClair Wealth Partners LLC | 1,956 | $233.4K | 0.16% | −47−2.3% | Reduced |
| ASB Consultores, LLC | 1,951 | $232.8K | 0.16% | +1,951 | New |
| Indiana Trust & Investment Management CO | 1,945 | $232.0K | 0.08% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 1,942 | $231.7K | 0.19% | +1,942 | New |
| First Interstate Bank | 1,938 | $231.2K | 0.01% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,935 | $230.9K | 0.03% | −1,857−49.0% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $230.0K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,920 | $229.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,917 | $228.8K | 0.01% | +7+0.4% | Added |
| Cooper Financial Group | 1,904 | $227.2K | 0.03% | +225+13.4% | Added |
| X-Square Capital, LLC | 1,905 | $227.0K | 0.08% | −40−2.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,902 | $226.9K | 0.08% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,900 | $226.7K | 0.13% | +1,900 | New |
| McGowan Group Asset Management, Inc. | 1,893 | $225.9K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,891 | $225.6K | 0.04% | +1,891 | New |
| Optas, LLC | 1,888 | $225.2K | 0.04% | +1,888 | New |
| Avestar Capital, LLC | 1,883 | $224.6K | 0.02% | −2−0.1% | Reduced |
| Oakworth Capital, Inc. | 1,881 | $224.4K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,878 | $224.1K | 0.04% | +113+6.4% | Added |
| Columbia Asset Management | 1,878 | $224.0K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 1,878 | $224.0K | 0.06% | +80+4.4% | Added |
| Summit Asset Management, LLC | 1,875 | $223.7K | 0.04% | +1+0.1% | Added |
| Clear Street Markets LLC | 1,874 | $223.6K | 0.08% | +1,874 | New |
| Howland Capital Management LLC | 1,868 | $222.9K | 0.01% | +27+1.5% | Added |
| Signature Estate & Investment Advisors LLC | 1,867 | $222.8K | 0.01% | +99+5.6% | Added |
| Tranquility Partners, LLC | 1,866 | $222.6K | 0.08% | −25−1.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,863 | $222.3K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,861 | $222.0K | 0.01% | −276−12.9% | Reduced |
| Catalina Capital Group, LLC | 1,858 | $221.7K | 0.15% | +177+10.5% | Added |
| Ashton Thomas Securities, LLC | 1,857 | $221.5K | 0.05% | +106+6.1% | Added |
| Argentarii, LLC | 1,855 | $221.3K | 0.10% | −32−1.7% | Reduced |
| Washington Trust Co | 1,855 | $221.3K | 0.01% | −81−4.2% | Reduced |
| Asset Advisors Investment Management, LLC | 1,848 | $220.5K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,842 | $220.0K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,842 | $219.8K | 0.01% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,841 | $219.6K | 0.03% | +10+0.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,839 | $219.4K | 0.02% | +1,839 | New |
| Wellington Shields & Co., LLC | 1,832 | $218.6K | 0.06% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,829 | $218.2K | 0.09% | +7+0.4% | Added |
| Blackston Financial Advisory Group, LLC | 1,827 | $218.0K | 0.14% | −70−3.7% | Reduced |
| Berkshire Asset Management LLC | 1,826 | $217.8K | 0.01% | +1,826 | New |
| Sandy Cove Advisors, LLC | 1,825 | $217.7K | 0.08% | −139−7.1% | Reduced |
| L2 Asset Management, LLC | 1,821 | $217.2K | 0.04% | +68+3.9% | Added |
| Wolff Financial Management LLC | 1,815 | $217.0K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 1,816 | $216.6K | 0.01% | +96+5.6% | Added |
| Quent Capital, LLC | 1,815 | $216.6K | 0.02% | −40−2.2% | Reduced |
| Delta Investment Management, LLC | 1,813 | $216.2K | 0.04% | −179−9.0% | Reduced |
| State of Wyoming | 1,812 | $216.2K | 0.03% | +326+21.9% | Added |
| WealthShield Partners, LLC | 1,808 | $215.7K | 0.03% | +83+4.8% | Added |
| Hendley & Co Inc | 1,805 | $215.0K | 0.08% | −4,030−69.1% | Reduced |
| VeraBank, N.A. | 1,802 | $215.0K | 0.04% | −15−0.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,800 | $214.8K | 0.05% | −14−0.8% | Reduced |
| Next Capital Management LLC | 1,800 | $214.7K | 0.08% | +1,800 | New |
| KPP Advisory Services LLC | 1,793 | $213.9K | 0.04% | +1,793 | New |
| Jaffetilchin Investment Partners, LLC | 1,793 | $213.9K | 0.01% | +147+8.9% | Added |
| Viawealth, LLC | 1,791 | $213.7K | 0.13% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,789 | $213.5K | 0.09% | +5+0.3% | Added |
| Fulcrum Equity Management | 1,787 | $213.2K | 0.22% | −652−26.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,786 | $213.1K | 0.04% | −41−2.2% | Reduced |
| Financial Advisors Network, Inc. | 1,783 | $212.7K | 0.03% | −48−2.6% | Reduced |
| Paragon Capital Management Ltd | 1,777 | $212.0K | 0.04% | −1,889−51.5% | Reduced |
| Independent Wealth Network Inc. | 1,772 | $211.4K | 0.08% | −57−3.1% | Reduced |
| Hourglass Capital, LLC | 1,770 | $211.2K | 0.05% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,767 | $210.8K | 0.11% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $210.6K | 0.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,764 | $210.4K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 1,763 | $210.3K | 0.00% | −124−6.6% | Reduced |
| Golden State Equity Partners | 1,761 | $210.1K | 0.04% | +1,761 | New |
| Kelly Lawrence W & Associates Inc | 1,758 | $209.7K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,756 | $209.5K | 0.02% | +14+0.8% | Added |
| Abacus Planning Group, Inc. | 1,755 | $209.3K | 0.03% | −201−10.3% | Reduced |
| MidWestOne Financial Group, Inc. | 1,751 | $208.9K | 0.03% | −141−7.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,751 | $208.8K | 0.02% | +2+0.1% | Added |
| Archford Capital Strategies, LLC | 1,750 | $208.8K | 0.03% | +1,750 | New |
| Moller Financial Services | 1,748 | $208.5K | 0.05% | −348−16.6% | Reduced |
| Wealthspan Partners, LLC | 1,743 | $207.9K | 0.09% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,741 | $207.7K | 0.02% | +52+3.1% | Added |
| Sym Financial Corp | 1,739 | $207.4K | 0.02% | +1,739 | New |
| IVC Wealth Advisors LLC | 1,735 | $207.0K | 0.10% | +5+0.3% | Added |
| LM Advisors LLC | 1,737 | $207.0K | 0.03% | −12−0.7% | Reduced |
| Catalyst Financial Partners LLC | 1,735 | $207.0K | 0.02% | +38+2.2% | Added |
| Ami Investment Management Inc | 1,729 | $206.3K | 0.05% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,721 | $205.3K | 0.00% | +1,721 | New |