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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 1,720 | $205.2K | 0.02% | −674−28.2% | Reduced |
| Per Stirling Capital Management, LLC. | 1,717 | $204.8K | 0.03% | +6+0.4% | Added |
| True North Advisors, LLC | 1,715 | $204.6K | 0.04% | +1,715 | New |
| Sentry LLC | 1,710 | $204.0K | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,705 | $203.4K | 0.09% | −40−2.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,700 | $202.8K | 0.07% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,698 | $202.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,692 | $201.8K | 0.10% | −34−2.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,687 | $201.3K | 0.06% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,682 | $200.7K | 0.08% | +22+1.3% | Added |
| JNBA Financial Advisors | 1,674 | $199.7K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,672 | $199.5K | 0.05% | −80−4.6% | Reduced |
| Westside Investment Management, Inc. | 1,658 | $198.7K | 0.04% | +187+12.7% | Added |
| Centaurus Financial, Inc. | 1,656 | $198.0K | 0.01% | −681−29.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $195.5K | 0.13% | −8−0.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,629 | $194.3K | 0.05% | −66−3.9% | Reduced |
| Perkins Coie Trust Co | 1,623 | $193.6K | 0.03% | −6−0.4% | Reduced |
| Archer Investment Corp | 1,606 | $191.6K | 0.05% | −3,469−68.4% | Reduced |
| Sound Income Strategies, LLC | 1,595 | $190.3K | 0.01% | +852+114.7% | Added |
| St Germain D J Co Inc | 1,580 | $188.5K | 0.01% | +98+6.6% | Added |
| Coastline Trust Co | 1,549 | $184.8K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,547 | $184.6K | 0.01% | +1,121+263.1% | Added |
| Spire Wealth Management | 1,540 | $183.7K | 0.01% | −1,827−54.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,538 | $183.5K | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,521 | $181.4K | 0.02% | −150−9.0% | Reduced |
| GeoWealth Management, LLC | 1,515 | $180.7K | 0.01% | +60+4.1% | Added |
| Sentry Investment Management LLC | 1,355 | $176.0K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,464 | $174.7K | 0.11% | +68+4.9% | Added |
| Peterson Wealth Services | 1,447 | $172.7K | 0.05% | −153−9.6% | Reduced |
| Bullock Wealth Management Group | 1,401 | $172.5K | 0.09% | −116−7.6% | Reduced |
| NBT Bank N A | 1,436 | $171.3K | 0.01% | −35−2.4% | Reduced |
| Chilton Capital Management LLC | 1,414 | $168.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,411 | $168.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,361 | $162.4K | 0.01% | −122−8.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,358 | $162.0K | 0.07% | −39−2.8% | Reduced |
| Addison Advisors LLC | 1,354 | $161.5K | 0.04% | 00.0% | Unchanged |
| 10Elms LLP | 1,354 | $161.5K | 0.15% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $161.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,332 | $159.0K | 0.02% | +68+5.4% | Added |
| Grove Bank & Trust | 1,306 | $155.8K | 0.02% | −42−3.1% | Reduced |
| General Partner, Inc. | 1,303 | $155.4K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,292 | $154.1K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,267 | $151.2K | 0.00% | +1,267 | New |
| Lazard Asset Management LLC | 1,253 | $149.0K | 0.00% | +80+6.8% | Added |
| Tompkins Financial Corp | 1,244 | $148.4K | 0.01% | −141−10.2% | Reduced |
| Valley National Advisers Inc | 1,245 | $148.0K | 0.02% | +61+5.2% | Added |
| MUFG Securities EMEA plc | 1,204 | $143.6K | 0.01% | +1,204 | New |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $139.7K | 0.01% | +598+104.4% | Added |
| Sittner & Nelson, LLC | 1,150 | $137.2K | 0.06% | −69−5.7% | Reduced |
| Y.D. More Investments Ltd | 1,147 | $136.8K | 0.01% | +271+30.9% | Added |
| AdvisorNet Financial, Inc | 1,132 | $135.1K | 0.01% | −16−1.4% | Reduced |
| Centennial Bank | 1,130 | $134.8K | 0.06% | −195−14.7% | Reduced |
| Onefund, LLC | 1,123 | $134.0K | 0.10% | +1,123 | New |
| Golden State Wealth Management, LLC | 1,102 | $131.5K | 0.02% | +330+42.7% | Added |
| Westchester Capital Management, LLC | 1,100 | $131.2K | 0.01% | −26,400−96.0% | Reduced |
| United Community Bank | 1,093 | $130.4K | 0.04% | −833−43.3% | Reduced |
| Asset Planning,Inc | 1,075 | $128.3K | 0.10% | +285+36.1% | Added |
| Smithfield Trust Co | 1,068 | $128.0K | 0.01% | −204−16.0% | Reduced |
| First Horizon Advisors, Inc. | 1,062 | $126.8K | 0.00% | −2,473−70.0% | Reduced |
| American Capital Advisory, LLC | 1,057 | $126.1K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 1,054 | $125.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,049 | $125.1K | 0.11% | −2,417−69.7% | Reduced |
| Optimum Investment Advisors | 1,038 | $123.8K | 0.05% | +200+23.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $120.9K | 0.00% | +18+1.8% | Added |
| Global Trust Asset Management, LLC | 1,005 | $119.9K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $119.3K | 0.05% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 1,000 | $119.3K | 0.10% | −9,000−90.0% | Reduced |
| NBC Securities, Inc. | 998 | $119.0K | 0.01% | −560−35.9% | Reduced |
| ORG Partners LLC | 958 | $118.0K | 0.03% | −92−8.8% | Reduced |
| McIlrath & Eck, LLC | 984 | $117.4K | 0.01% | +1+0.1% | Added |
| Motco | 938 | $115.9K | 0.01% | +189+25.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $114.5K | 0.06% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 950 | $113.3K | 0.05% | 00.0% | Unchanged |
| City State Bank | 942 | $112.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 942 | $112.4K | 0.02% | +86+10.0% | Added |
| Birchbrook, Inc. | 936 | $111.7K | 0.06% | +936 | New |
| Vestor Capital, LLC | 10,018 | $109.0K | 0.01% | +8,133+431.5% | Added |
| Private Wealth Asset Management, LLC | 912 | $108.8K | 0.01% | +77+9.2% | Added |
| Catalyst Capital Advisors LLC | 907 | $108.2K | 0.00% | +380+72.1% | Added |
| Broadwater Capital Management LLC | 107,370 | $107.4K | 0.08% | +106,470+11,830.0% | Added |
| American National Bank | 894 | $106.7K | 0.01% | +12+1.4% | Added |
| Plato Investment Management Ltd | 880 | $104.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 874 | $104.2K | 0.01% | +36+4.3% | Added |
| Garde Capital, Inc. | 872 | $104.0K | 0.01% | +5+0.6% | Added |
| Johnson Financial Group, Inc. | 860 | $102.6K | 0.00% | −681−44.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 850 | $101.4K | 0.04% | +637+299.1% | Added |
| VSM Wealth Advisory, LLC | 829 | $98.9K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 813 | $97.0K | 0.00% | −261−24.3% | Reduced |
| Avion Wealth | 806 | $96.0K | 0.02% | +13+1.6% | Added |
| TFC Financial Management | 793 | $94.6K | 0.01% | +6+0.8% | Added |
| Gleason Group, Inc. | 768 | $91.6K | 0.01% | +8+1.1% | Added |
| Riverview Trust Co | 761 | $90.8K | 0.11% | −358−32.0% | Reduced |
| Rialto Wealth Management, LLC | 757 | $90.3K | 0.03% | +4+0.5% | Added |
| Financial Management Professionals, Inc. | 757 | $90.3K | 0.01% | −743−49.5% | Reduced |
| Piscataqua Savings Bank | 756 | $90.2K | 0.08% | −60−7.4% | Reduced |
| Hager Investment Management Services, LLC | 749 | $89.4K | 0.05% | −689−47.9% | Reduced |
| Missouri Trust & Investment Co | 749 | $89.4K | 0.03% | −131−14.9% | Reduced |
| Horizon Bancorp Inc | 750 | $89.0K | 0.04% | +750 | New |
| Beaird Harris Wealth Management, LLC | 734 | $87.6K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 729 | $87.0K | 0.05% | +480+192.8% | Added |