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
- −6 vs. Q1 2025
- Shares held
- 314.9M
- +7.25M (+2.4%) vs. Q1 2025
- Total value
- $37.4B
- −$428.9M (−1.1%) vs. Q1 2025
- New holders
- 141
- 622 more added
- Sold out
- 147
- 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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,349−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −8,191−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −6,366−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −21,031−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −5,887−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −4,962−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,121−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,356−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −2,644−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −2,602−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Argus Investors' Counsel, Inc. | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Accelerate Investment Advisors LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Wealthcare Capital Partners, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,742−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Blue Rock Wealth Management LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Cullen Investment Group, Ltd. | 0 | $0 | 0.00% | −1,664−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Murphy Pohlad Asset Management LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Schear Investment Advisers, LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,099−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Lagoda Investment Management, L.P. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Promus Capital, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |