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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 88,580 | $10.6M | 0.01% | −9,496−9.7% | Reduced |
| Guggenheim Capital LLC | 88,489 | $10.6M | 0.09% | +5,381+6.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,471 | $10.6M | 0.03% | −451−0.5% | Reduced |
| Retirement Systems of Alabama | 87,425 | $10.4M | 0.04% | −1,321−1.5% | Reduced |
| Daymark Wealth Partners, LLC | 84,583 | $10.1M | 0.38% | +1,640+2.0% | Added |
| Skba Capital Management LLC | 84,435 | $10.1M | 1.45% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 82,691 | $9.87M | 0.10% | −2,114−2.5% | Reduced |
| Heritage Investors Management Corp | 82,411 | $9.83M | 0.31% | −128−0.2% | Reduced |
| American Century Companies Inc | 80,942 | $9.66M | 0.01% | +2,299+2.9% | Added |
| Hamilton Capital Partners Inc. | 80,394 | $9.59M | 0.49% | +20,880+35.1% | Added |
| Advisory Services Network, LLC | 76,795 | $9.49M | 0.15% | +410+0.5% | Added |
| Amalgamated Bank | 79,505 | $9.48M | 0.07% | −533−0.7% | Reduced |
| DnB Asset Management AS | 79,027 | $9.43M | 0.04% | +1,637+2.1% | Added |
| Daiwa Securities Group Inc. | 78,377 | $9.35M | 0.03% | +1,874+2.4% | Added |
| Dark Forest Capital Management LP | 78,033 | $9.31M | 0.37% | +78,033 | New |
| Marco Investment Management LLC | 77,722 | $9.27M | 0.77% | +575+0.7% | Added |
| Visionary Wealth Advisors | 76,497 | $9.13M | 0.47% | +4,405+6.1% | Added |
| Cerity Partners LLC | 75,062 | $8.96M | 0.02% | −64,279−46.1% | Reduced |
| Kestra Advisory Services, LLC | 74,533 | $8.89M | 0.04% | −2,091−2.7% | Reduced |
| State of Tennessee, Treasury Department | 74,388 | $8.87M | 0.03% | −34,077−31.4% | Reduced |
| Ensign Peak Advisors, Inc | 74,366 | $8.87M | 0.02% | −19,246−20.6% | Reduced |
| WSFS Capital Management, LLC | 74,126 | $8.84M | 0.48% | +139+0.2% | Added |
| Simmons Bank | 73,598 | $8.78M | 0.63% | −721−1.0% | Reduced |
| Wealthfront Advisers LLC | 73,273 | $8.74M | 0.02% | +23,781+48.1% | Added |
| Adell Harriman & Carpenter Inc | 73,175 | $8.73M | 0.58% | −4,950−6.3% | Reduced |
| Bokf, NA | 73,068 | $8.72M | 0.14% | +31,629+76.3% | Added |
| Calamos Advisors LLC | 71,944 | $8.58M | 0.04% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 71,576 | $8.54M | 0.12% | +22,351+45.4% | Added |
| Teacher Retirement System of Texas | 71,397 | $8.52M | 0.04% | −8,159−10.3% | Reduced |
| AXA S.A. | 69,696 | $8.31M | 0.02% | −3,408−4.7% | Reduced |
| Venture Visionary Partners LLC | 69,551 | $8.30M | 0.31% | −1,041−1.5% | Reduced |
| Voloridge Investment Management, LLC | 69,219 | $8.26M | 0.03% | +69,219 | New |
| Cambria Investment Management, L.P. | 68,954 | $8.23M | 0.55% | −7,204−9.5% | Reduced |
| Utah Retirement Systems | 67,716 | $8.08M | 0.08% | −651−1.0% | Reduced |
| Osborne Partners Capital Management, LLC | 66,763 | $7.96M | 0.42% | −150.0% | Reduced |
| Verition Fund Management LLC | 66,583 | $7.94M | 0.05% | −30,183−31.2% | Reduced |
| Advisors Capital Management, LLC | 66,199 | $7.90M | 0.11% | +2,766+4.4% | Added |
| IFM Investors Pty Ltd | 66,119 | $7.89M | 0.08% | −1,502−2.2% | Reduced |
| Rodgers Brothers Inc. | 65,913 | $7.86M | 0.99% | −600−0.9% | Reduced |
| Pathstone Holdings, LLC | 64,314 | $7.67M | 0.03% | −19,350−23.1% | Reduced |
| British Columbia Investment Management Corp | 64,114 | $7.65M | 0.04% | −14,870−18.8% | Reduced |
| Foundation Resource Management Inc | 62,933 | $7.51M | 1.16% | −413−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 61,821 | $7.38M | 0.07% | +1,899+3.2% | Added |
| Yousif Capital Management, LLC | 61,401 | $7.33M | 0.08% | −100.0% | Reduced |
| Xponance, Inc. | 61,226 | $7.30M | 0.06% | +2,033+3.4% | Added |
| Entropy Technologies, LP | 60,756 | $7.25M | 0.58% | +60,756 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,286 | $7.19M | 0.06% | +11,060+22.5% | Added |
| Spirit of America Management Corp | 59,186 | $7.06M | 1.47% | −14,350−19.5% | Reduced |
| Cypress Capital Group | 58,816 | $7.02M | 0.87% | −4,594−7.2% | Reduced |
| CIBC Asset Management Inc | 57,637 | $6.88M | 0.02% | −14,339−19.9% | Reduced |
| River Road Asset Management, LLC | 55,604 | $6.87M | 0.09% | +18,957+51.7% | Added |
| Brown Advisory Inc | 57,439 | $6.85M | 0.01% | +145+0.3% | Added |
| Alley Investment Management Company, LLC | 57,318 | $6.84M | 0.83% | +787+1.4% | Added |
| Mercer Global Advisors Inc | 57,035 | $6.80M | 0.02% | −2,279−3.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 56,810 | $6.78M | 1.34% | +3,941+7.5% | Added |
| Jones Financial Companies LLLP | 56,438 | $6.73M | 0.01% | +12,078+27.2% | Added |
| TD Waterhouse Canada Inc. | 54,534 | $6.71M | 0.05% | +6,656+13.9% | Added |
| Ieq Capital, LLC | 56,249 | $6.71M | 0.04% | +13,311+31.0% | Added |
| New York Life Investment Management LLC | 55,453 | $6.62M | 0.06% | +188+0.3% | Added |
| USS Investment Management Ltd | 55,077 | $6.57M | 0.04% | −60,717−52.4% | Reduced |
| Public Employees Retirement Association of Colorado | 54,505 | $6.50M | 0.03% | −2,063−3.6% | Reduced |
| Walleye Trading LLC | 54,246 | $6.47M | 0.16% | +48,106+783.5% | Added |
| Nordwand Advisors, LLC | 53,681 | $6.40M | 1.02% | +53,681 | New |
| Telos Capital Management, Inc. | 53,565 | $6.39M | 0.65% | +1,150+2.2% | Added |
| J.W. Cole Advisors, Inc. | 53,182 | $6.34M | 0.13% | +414+0.8% | Added |
| JustInvest LLC | 52,947 | $6.32M | 0.07% | +8,461+19.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $6.30M | 0.32% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 51,676 | $6.16M | 0.01% | −9,067−14.9% | Reduced |
| NewSquare Capital LLC | 52,111 | $6.14M | 0.46% | +2,364+4.8% | Added |
| CIBC World Markets Corp | 51,272 | $6.12M | 0.04% | +1,458+2.9% | Added |
| Advisors Asset Management, Inc. | 51,119 | $6.10M | 0.11% | −5,751−10.1% | Reduced |
| Kornitzer Capital Management Inc | 50,802 | $6.06M | 0.12% | −600−1.2% | Reduced |
| Nissay Asset Management Corp | 50,471 | $6.02M | 0.04% | −822−1.6% | Reduced |
| Mirador Capital Partners LP | 50,364 | $6.01M | 0.98% | +1,291+2.6% | Added |
| Schroder Investment Management Group | 50,260 | $6.00M | 0.01% | −2,008−3.8% | Reduced |
| RBF Capital, LLC | 50,000 | $5.96M | 0.30% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 49,959 | $5.96M | 0.27% | −2,500−4.8% | Reduced |
| Commerce Bank | 49,632 | $5.92M | 0.03% | −3,956−7.4% | Reduced |
| Mackenzie Financial Corp | 49,615 | $5.92M | 0.01% | +5,731+13.1% | Added |
| Royal Fund Management, LLC | 49,517 | $5.91M | 0.63% | +2,531+5.4% | Added |
| Bank of Nova Scotia | 49,491 | $5.90M | 0.01% | +1,946+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,390 | $5.89M | 0.02% | +2,260+4.8% | Added |
| Swiss Life Asset Management Ltd | 49,342 | $5.89M | 0.03% | +2,366+5.0% | Added |
| Kovitz Investment Group Partners, LLC | 48,077 | $5.74M | 0.02% | +14,150+41.7% | Added |
| Warren Averett Asset Management, LLC | 48,014 | $5.73M | 0.06% | −2,424−4.8% | Reduced |
| Wesbanco Bank Inc | 47,888 | $5.71M | 0.17% | +148+0.3% | Added |
| MAI Capital Management | 47,861 | $5.71M | 0.04% | +3,197+7.2% | Added |
| Scissortail Wealth Management, LLC | 47,746 | $5.70M | 1.37% | −400−0.8% | Reduced |
| Stablepoint Partners, LLC | 47,648 | $5.68M | 0.97% | +320+0.7% | Added |
| Level Four Advisory Services, LLC | 47,588 | $5.68M | 0.21% | +4,281+9.9% | Added |
| Park Avenue Securities LLC | 46,794 | $5.58M | 0.05% | −1,362−2.8% | Reduced |
| Mutual of America Capital Management LLC | 46,718 | $5.57M | 0.06% | −1,302−2.7% | Reduced |
| AlTi Global, Inc. | 44,629 | $5.56M | 0.14% | +2,397+5.7% | Added |
| Atlantic Union Bankshares Corp | 46,159 | $5.51M | 0.13% | +5,598+13.8% | Added |
| State of Alaska, Department of Revenue | 45,876 | $5.47M | 0.06% | −2,520−5.2% | Reduced |
| Salem Investment Counselors Inc | 45,681 | $5.45M | 0.17% | −203−0.4% | Reduced |
| Stolper Co | 45,635 | $5.44M | 1.79% | −512−1.1% | Reduced |
| Disciplined Investments, LLC | 45,594 | $5.44M | 2.30% | −6,154−11.9% | Reduced |
| Manning & Napier Advisors LLC | 45,428 | $5.42M | 0.06% | −62,728−58.0% | Reduced |
| Navellier & Associates Inc | 45,313 | $5.41M | 0.67% | +35+0.1% | Added |