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 |
|---|---|---|---|---|---|
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 266 | $31.7K | 0.01% | +266 | New |
| Wood Tarver Financial Group, LLC | 260 | $31.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 257 | $30.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 251 | $29.9K | 0.01% | +2+0.8% | Added |
| Rogco, LP | 250 | $29.8K | 0.01% | −33−11.7% | Reduced |
| Cornerstone National Bank & Trust Co | 250 | $29.8K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 250 | $29.8K | 0.02% | +3+1.2% | Added |
| Ameriflex Group, Inc. | 246 | $29.6K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 247 | $29.5K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 245 | $29.2K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 240 | $28.7K | 0.02% | +3+1.3% | Added |
| Fortitude Family Office, LLC | 235 | $28.0K | 0.01% | −31−11.7% | Reduced |
| Pacific Center for Financial Services | 233 | $27.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 231 | $27.6K | 0.00% | −18−7.2% | Reduced |
| Stephens Consulting, LLC | 230 | $27.4K | 0.01% | −7−3.0% | Reduced |
| Bogart Wealth, LLC | 219 | $26.2K | 0.00% | −33−13.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 219 | $26.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 218 | $26.0K | 0.00% | −3,902−94.7% | Reduced |
| Bank & Trust Co | 217 | $25.9K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $25.6K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 214 | $25.5K | 0.02% | +82+62.1% | Added |
| Morgan Dempsey Capital Management LLC | 214 | $25.5K | 0.01% | −87−28.9% | Reduced |
| Cornerstone Planning Group LLC | 209 | $25.5K | 0.01% | −50−19.3% | Reduced |
| Bruce G. Allen Investments, LLC | 213 | $25.4K | 0.02% | −27−11.3% | Reduced |
| Alerus Financial NA | 212 | $25.3K | 0.00% | +212 | New |
| Evolution Wealth Management Inc. | 210 | $25.1K | 0.03% | +210 | New |
| Stone House Investment Management, LLC | 209 | $24.9K | 0.00% | +52+33.1% | Added |
| Morton Brown Family Wealth, LLC | 207 | $24.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 189 | $23.9K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $23.9K | 0.01% | −250−55.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 200 | $23.9K | 0.00% | −77−27.8% | Reduced |
| GoalVest Advisory LLC | 200 | $23.9K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $23.9K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $23.9K | 0.02% | +200 | New |
| Cetera Trust Company, N.A | 193 | $23.0K | 0.01% | +163+543.3% | Added |
| Coston, McIsaac & Partners | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $23.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $22.4K | 0.00% | −3−1.6% | Reduced |
| Silvant Capital Management LLC | 186 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 184 | $22.0K | 0.00% | −16−8.0% | Reduced |
| ORG Wealth Partners, LLC | 176 | $21.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 181 | $21.6K | 0.00% | +28+18.3% | Added |
| YANKCOM Partnership | 180 | $21.5K | 0.01% | +6+3.4% | Added |
| First PREMIER Bank | 176 | $21.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 174 | $20.8K | 0.03% | +174 | New |
| Byrne Asset Management LLC | 173 | $20.6K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 173 | $20.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 173 | $20.6K | 0.00% | +13+8.1% | Added |
| Opal Wealth Advisors, LLC | 169 | $20.2K | 0.01% | −62−26.8% | Reduced |
| First United Bank Trust | 165 | $19.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 163 | $19.4K | 0.01% | −158−49.2% | Reduced |
| Bell Investment Advisors, Inc | 163 | $19.4K | 0.00% | −1−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 158 | $18.8K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 155 | $18.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 154 | $18.3K | 0.01% | −469−75.3% | Reduced |
| Fairscale Capital, LLC | 146 | $18.0K | 0.01% | +1+0.7% | Added |
| TruNorth Capital Management, LLC | 150 | $17.9K | 0.00% | −39−20.6% | Reduced |
| Cape Investment Advisory, Inc. | 150 | $17.9K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 150 | $17.9K | 0.01% | +2+1.4% | Added |
| Sierra Ocean, LLC | 149 | $17.9K | 0.01% | +43+40.6% | Added |
| Clear Investment Research, LLC | 139 | $16.6K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $15.5K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 125 | $14.9K | 0.00% | −50−28.6% | Reduced |
| Truvestments Capital LLC | 118 | $14.1K | 0.00% | −177−60.0% | Reduced |
| Richardson Capital Management LLC | 115 | $13.7K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 114 | $13.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 112 | $13.4K | 0.01% | +5+4.7% | Added |
| LGT Financial Advisors LLC | 112 | $13.3K | 0.03% | +4+3.7% | Added |
| First Community Trust NA | 111 | $13.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 110 | $13.1K | 0.00% | +110 | New |
| Roble, Belko & Company, Inc | 111 | $13.0K | 0.00% | −14−11.2% | Reduced |
| Roxbury Financial LLC | 107 | $12.7K | 0.01% | +2+1.9% | Added |
| Hallmark Capital Management Inc | 100 | $11.9K | 0.00% | −75−42.9% | Reduced |
| Creative Capital Management Investments LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $11.9K | 0.01% | +100 | New |
| Family Legacy Financial Solutions, LLC | 100 | $11.9K | 0.01% | +100 | New |
| Barrett & Company, Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 96 | $11.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 95 | $11.3K | 0.01% | −3,030−97.0% | Reduced |
| Morse Asset Management, Inc | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 91 | $10.9K | 0.00% | −8−8.1% | Reduced |
| Howard Hughes Medical Institute | 89 | $10.6K | 0.00% | +89 | New |
| SOA Wealth Advisors, LLC. | 87 | $10.4K | 0.00% | −80−47.9% | Reduced |
| HighMark Wealth Management LLC | 87 | $10.4K | 0.01% | +1+1.2% | Added |
| Westend Capital Management, LLC | 86 | $10.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 85 | $10.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 83 | $9.90K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 82 | $9.78K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 81 | $9.68K | 0.01% | −6−6.9% | Reduced |
| Sachetta, LLC | 80 | $9.54K | 0.00% | +1+1.3% | Added |
| Keener Financial Planning LLC | 82 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 75 | $8.95K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 75 | $8.95K | 0.01% | +7+10.3% | Added |
| Raffa Wealth Management, LLC | 74 | $8.83K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 72 | $8.59K | 0.00% | +72 | New |
| First Financial Corp | 69 | $8.23K | 0.00% | −579−89.4% | Reduced |
| North Capital, Inc. | 68 | $8.11K | 0.01% | −10−12.8% | Reduced |
| Park Square Financial Group, LLC | 68 | $8.11K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 68 | $8.07K | 0.00% | +1+1.5% | Added |
| Albion Financial Group | 67 | $7.99K | 0.00% | −60−47.2% | Reduced |