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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 66 | $7.87K | 0.00% | −150−69.4% | Reduced |
| Lavaca Capital LLC | 66 | $7.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 66 | $7.84K | 0.00% | −41−38.3% | Reduced |
| Abound Wealth Management | 65 | $7.78K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 65 | $7.75K | 0.00% | −33−33.7% | Reduced |
| Financial Perspectives, Inc | 63 | $7.52K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 62 | $7.40K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 62 | $7.00K | 0.00% | +32+106.7% | Added |
| Center for Financial Planning, Inc. | 57 | $6.80K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 54 | $6.43K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 51 | $6.42K | 0.00% | +51 | New |
| Anfield Capital Management, LLC | 53 | $6.32K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 50 | $5.96K | 0.00% | −7−12.3% | Reduced |
| Financial Freedom, LLC | 50 | $5.96K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $5.96K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 50 | $5.96K | 0.00% | +50 | New |
| Prudent Man Investment Management, Inc. | 50 | $5.70K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $5.37K | 0.00% | +32+246.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $5.25K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 42 | $5.01K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $5.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 42 | $5.01K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 39 | $4.65K | 0.00% | +29+290.0% | Added |
| SWAN Capital LLC | 37 | $4.41K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $4.29K | 0.00% | −2−5.3% | Reduced |
| Dogwood Wealth Management LLC | 33 | $4.29K | 0.00% | +6+22.2% | Added |
| Fiduciary Advisors, Inc. | 35 | $4.18K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 35 | $4.14K | 0.00% | +10+40.0% | Added |
| Tradewinds Capital Management, LLC | 34 | $4.06K | 0.00% | −1,000−96.7% | Reduced |
| Horrell Capital Management, Inc. | 34 | $4.06K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $3.70K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $3.58K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 28 | $3.34K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 27 | $3.25K | 0.00% | −10−27.0% | Reduced |
| FSA Wealth Management LLC | 25 | $3.01K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 25 | $2.98K | 0.05% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 24 | $2.86K | 0.00% | +24 | New |
| Valued Wealth Advisors LLC | 24 | $2.86K | 0.00% | −77−76.2% | Reduced |
| Binnacle Investments Inc | 23 | $2.74K | 0.00% | +23 | New |
| WealthTrak Capital Management LLC | 20 | $2.39K | 0.00% | −23−53.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $2.39K | 0.00% | +10+100.0% | Added |
| Delta Asset Management LLC | 17 | $2.03K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 17 | $2.03K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 14 | $2.00K | 0.00% | −122−89.7% | Reduced |
| Dunhill Financial, LLC | 16 | $1.97K | 0.00% | −69−81.2% | Reduced |
| GFG Capital, LLC | 16 | $1.91K | 0.00% | +16 | New |
| PMV Capital Advisers, LLC | 16 | $1.91K | 0.00% | +16 | New |
| Kilter Group LLC | 16 | $1.91K | 0.00% | +16 | New |
| Disciplined Equity Management, Inc. | 15 | $1.79K | 0.00% | +15 | New |
| Ridgewood Investments LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 14 | $1.67K | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 13 | $1.55K | 0.00% | +7+116.7% | Added |
| Parkworth Wealth Management, Inc. | 12 | $1.43K | 0.00% | +5+71.4% | Added |
| PayPay Securities Corp | 11 | $1.31K | 0.06% | −10−47.6% | Reduced |
| Rakuten Securities, Inc. | 10 | $1.19K | 0.00% | −1−9.1% | Reduced |
| Aspect Partners, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 10 | $1.19K | 0.00% | +10 | New |
| Vermillion & White Wealth Management Group, LLC | 10 | $1.19K | 0.00% | +10 | New |
| IMA Wealth, Inc. | 5 | $597 | 0.00% | +5 | New |
| Atwood & Palmer Inc | 1 | $120 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5 | $0 | 0.00% | +5 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −479,716−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −410,000−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −149,162−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −136,865−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −92,111−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −76,500−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −73,800−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −65,636−100.0% | Sold out |
| Brick & Kyle, Associates | 0 | $0 | 0.00% | −51,808−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −33,061−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −29,748−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −23,395−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −22,097−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −21,788−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −20,919−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −19,778−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −19,674−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,120−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −16,355−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Orca Wealth Management, LLC | 0 | $0 | 0.00% | −12,165−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −11,334−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −10,780−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −10,278−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −9,709−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −9,124−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,523−100.0% | Sold out |