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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 725 | $86.5K | 0.02% | +1+0.1% | Added |
| Tower Trust & Investment Co | 714 | $85.2K | 0.06% | +576+417.4% | Added |
| Glen Eagle Advisors, LLC | 710 | $84.7K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 708 | $84.4K | 0.06% | +8+1.1% | Added |
| Miller Wealth Advisors, LLC | 702 | $83.8K | 0.04% | +5+0.7% | Added |
| Kentucky Trust Co | 700 | $83.5K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 673 | $82.9K | 0.02% | −99−12.8% | Reduced |
| Toth Financial Advisory Corp | 682 | $81.4K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 676 | $80.6K | 0.00% | +676 | New |
| Bank of Jackson Hole Trust | 660 | $78.7K | 0.04% | +56+9.3% | Added |
| Godsey & Gibb Associates | 650 | $77.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 636 | $75.9K | 0.01% | −8−1.2% | Reduced |
| New Millennium Group LLC | 633 | $75.5K | 0.04% | −79−11.1% | Reduced |
| PFS Partners, LLC | 626 | $74.7K | 0.04% | +5+0.8% | Added |
| Kimelman & Baird, LLC | 625 | $74.6K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 603 | $74.5K | 0.06% | 00.0% | Unchanged |
| Essential Partners LLC | 623 | $74.3K | 0.03% | +623 | New |
| Main Street Group, LTD | 616 | $73.5K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 616 | $73.4K | 0.03% | −193−23.9% | Reduced |
| Basso Capital Management, L.P. | 612 | $73.0K | 0.05% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 605 | $72.2K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 584 | $72.1K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 562 | $67.0K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 557 | $66.5K | 0.04% | +557 | New |
| Duncker Streett & Co Inc | 556 | $66.3K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 555 | $66.2K | 0.03% | +6+1.1% | Added |
| Sarver Vrooman Wealth Advisors | 547 | $65.3K | 0.04% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 546 | $65.1K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $63.8K | 0.02% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 533 | $63.6K | 0.06% | +533 | New |
| Quaker Wealth Management, LLC | 532 | $63.5K | 0.02% | +532 | New |
| Wealth Preservation Advisors, LLC | 523 | $62.4K | 0.04% | +6+1.2% | Added |
| DecisionPoint Financial, LLC | 504 | $62.1K | 0.02% | +4+0.8% | Added |
| Key Financial Inc | 514 | $61.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 512 | $61.0K | 0.02% | +119+30.3% | Added |
| Painted Porch Advisors LLC | 503 | $60.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 502 | $59.9K | 0.00% | +502 | New |
| Evermay Wealth Management LLC | 500 | $59.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $59.6K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $59.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 496 | $59.2K | 0.00% | −33−6.2% | Reduced |
| Hemington Wealth Management | 498 | $59.0K | 0.01% | +2+0.4% | Added |
| Aventura Private Wealth, LLC | 491 | $58.6K | 0.03% | −7−1.4% | Reduced |
| Millstone Evans Group, LLC | 481 | $57.4K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $57.3K | 0.02% | −130−21.3% | Reduced |
| Compagnie Lombard Odier SCmA | 478 | $57.0K | 0.00% | −445−48.2% | Reduced |
| 1 North Wealth Services LLC | 474 | $56.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 468 | $55.9K | 0.01% | −35−7.0% | Reduced |
| Pin Oak Investment Advisors Inc | 450 | $55.0K | 0.05% | −35−7.2% | Reduced |
| Crowley Wealth Management, Inc. | 455 | $54.3K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 435 | $53.6K | 0.02% | +3+0.7% | Added |
| Livelsberger Financial Advisory | 449 | $53.6K | 1.04% | +449 | New |
| Atlantic Trust, LLC | 438 | $52.3K | 0.01% | +102+30.4% | Added |
| WFA of San Diego, LLC | 438 | $52.3K | 0.04% | +438 | New |
| Cary Street Partner Investment Advisory LLC | 429 | $51.2K | 0.02% | +8+1.9% | Added |
| Putney Financial Group LLC | 427 | $50.9K | 0.05% | −252−37.1% | Reduced |
| Financially Speaking Inc | 425 | $50.6K | 0.03% | +425 | New |
| Covestor Ltd | 423 | $50.0K | 0.03% | −461−52.1% | Reduced |
| Signature Resources Capital Management, LLC | 416 | $49.6K | 0.03% | +166+66.4% | Added |
| Whipplewood Advisors, LLC | 401 | $47.8K | 0.03% | +77+23.8% | Added |
| Costello Asset Management, INC | 400 | $47.7K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 397 | $47.4K | 0.01% | +397 | New |
| Moisand Fitzgerald Tamayo, LLC | 385 | $45.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 383 | $45.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 373 | $44.0K | 0.02% | −27−6.8% | Reduced |
| Traub Capital Management LLC | 362 | $43.2K | 0.04% | +362 | New |
| Prestige Wealth Management Group LLC | 358 | $42.7K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $42.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 354 | $42.2K | 0.01% | +215+154.7% | Added |
| Legend Financial Advisors, Inc. | 350 | $41.8K | 0.03% | +350 | New |
| Lynch Asset Management, Inc. | 350 | $41.8K | 0.01% | +350 | New |
| Team Financial Group, LLC | 347 | $41.3K | 0.02% | +347 | New |
| Operose Advisors LLC | 346 | $41.3K | 0.01% | +250+260.4% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $39.4K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 329 | $39.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 329 | $39.3K | 0.00% | +53+19.2% | Added |
| CBIZ Investment Advisory Services, LLC | 325 | $38.8K | 0.00% | −10−3.0% | Reduced |
| New England Capital Financial Advisors LLC | 324 | $38.7K | 0.02% | +2+0.6% | Added |
| UMA Financial Services, Inc. | 323 | $38.6K | 0.01% | +53+19.6% | Added |
| Transce3nd, LLC | 321 | $38.3K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 317 | $38.1K | 0.01% | +317 | New |
| Centerpoint Advisors, LLC | 322 | $38.0K | 0.01% | +22+7.3% | Added |
| GW&K Investment Management, LLC | 319 | $38.0K | 0.00% | +80+33.5% | Added |
| Arlington Trust Co LLC | 316 | $37.7K | 0.01% | −32−9.2% | Reduced |
| Copia Wealth Management | 311 | $37.1K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $36.0K | 0.03% | 00.0% | Unchanged |
| Compass Financial Services Inc | 300 | $35.8K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 300 | $35.8K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $35.8K | 0.03% | +300 | New |
| Rocky Mountain Advisers, LLC | 299 | $35.7K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 288 | $34.4K | 0.00% | −255−47.0% | Reduced |
| Longview Financial Advisors LLC | 286 | $34.1K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 283 | $33.8K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 276 | $32.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $32.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 275 | $32.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 271 | $32.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 270 | $32.2K | 0.00% | +100+58.8% | Added |
| TSFG, LLC | 272 | $32.0K | 0.01% | 00.0% | Unchanged |