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 |
|---|---|---|---|---|---|
| Old National Bancorp | 45,001 | $5.37M | 0.10% | +37,900+533.7% | Added |
| Lido Advisors, LLC | 44,610 | $5.32M | 0.03% | −3,405−7.1% | Reduced |
| Woodline Partners LP | 44,072 | $5.26M | 0.03% | +9,181+26.3% | Added |
| Dakota Wealth Management | 43,927 | $5.24M | 0.11% | −3,979−8.3% | Reduced |
| Arkadios Wealth Advisors | 42,855 | $5.11M | 0.15% | +12,667+42.0% | Added |
| San Luis Wealth Advisors LLC | 42,649 | $5.09M | 1.09% | +37,743+769.3% | Added |
| Kingsview Wealth Management, LLC | 42,584 | $5.08M | 0.09% | −3,286−7.2% | Reduced |
| Canal Insurance CO | 42,500 | $5.07M | 1.13% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 42,478 | $5.07M | 0.02% | +95+0.2% | Added |
| OP Asset Management Ltd | 42,410 | $5.06M | 0.07% | +313+0.7% | Added |
| Coldstream Capital Management Inc | 42,303 | $5.05M | 0.08% | +1,020+2.5% | Added |
| Aptus Capital Advisors, LLC | 42,260 | $5.04M | 0.05% | +2,939+7.5% | Added |
| CWM, LLC | 42,204 | $5.04M | 0.02% | +4,404+11.7% | Added |
| Thrivent Financial for Lutherans | 42,205 | $5.04M | 0.01% | +18,895+81.1% | Added |
| Cyndeo Wealth Partners, LLC | 42,167 | $5.03M | 0.30% | +1,520+3.7% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.03M | 1.38% | 00.0% | Unchanged |
| Trajan Wealth LLC | 41,657 | $4.97M | 0.24% | +1,016+2.5% | Added |
| Kesler, Norman & Wride, LLC | 41,575 | $4.96M | 0.88% | +710+1.7% | Added |
| Edgestream Partners, L.P. | 41,511 | $4.95M | 0.14% | +41,511 | New |
| Heritage Trust Co | 41,416 | $4.94M | 0.57% | +1,509+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,159 | $4.91M | 0.01% | −13,207−24.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40,743 | $4.86M | 0.63% | +7,492+22.5% | Added |
| Prospera Financial Services Inc | 40,336 | $4.81M | 0.09% | −5,596−12.2% | Reduced |
| Quadrature Capital Ltd | 40,272 | $4.80M | 0.08% | +40,272 | New |
| Colonial Trust Advisors | 40,063 | $4.78M | 0.39% | −2,732−6.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 39,980 | $4.77M | 0.57% | +3,037+8.2% | Added |
| Texas Yale Capital Corp. | 39,948 | $4.77M | 0.16% | −750−1.8% | Reduced |
| NEOS Investment Management LLC | 39,698 | $4.74M | 0.06% | +7,350+22.7% | Added |
| Quotient Wealth Partners, LLC | 39,642 | $4.73M | 0.14% | +232+0.6% | Added |
| Altrius Capital Management Inc | 39,569 | $4.72M | 1.10% | +3,714+10.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 39,501 | $4.71M | 0.02% | −3,626−8.4% | Reduced |
| HITE Hedge Asset Management LLC | 39,372 | $4.70M | 0.27% | +39,372 | New |
| Compass Wealth Management LLC | 39,192 | $4.68M | 1.11% | +18,563+90.0% | Added |
| Strategic Planning Group, LLC | 39,102 | $4.66M | 0.76% | +3,754+10.6% | Added |
| Alpha Omega Wealth Management LLC | 39,048 | $4.66M | 0.83% | +5,553+16.6% | Added |
| Montgomery Investment Management Inc | 38,996 | $4.65M | 1.80% | −1,499−3.7% | Reduced |
| Rothschild Investment LLC | 38,943 | $4.65M | 0.29% | +1,007+2.7% | Added |
| HM Payson & Co | 38,291 | $4.57M | 0.07% | +1,599+4.4% | Added |
| Huntington National Bank | 38,268 | $4.57M | 0.03% | −218−0.6% | Reduced |
| Brevan Howard Capital Management LP | 37,992 | $4.53M | 0.05% | +18,463+94.5% | Added |
| Meyer Handelman Co | 37,722 | $4.50M | 0.15% | −750−1.9% | Reduced |
| Sienna Gestion | 41,182 | $4.49M | 0.31% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 37,480 | $4.47M | 1.38% | −1,510−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 37,465 | $4.47M | 0.13% | −40.0% | Reduced |
| Bryn Mawr Trust Co | 36,902 | $4.40M | 0.08% | +1,856+5.3% | Added |
| Ancora Advisors, LLC | 36,887 | $4.40M | 0.09% | +378+1.0% | Added |
| Sterling Capital Management LLC | 36,665 | $4.37M | 0.06% | +27,767+312.1% | Added |
| Generali Asset Management SPA SGR | 36,574 | $4.36M | 0.10% | −6,910−15.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 36,478 | $4.35M | 0.60% | +2,846+8.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $4.35M | 0.41% | +21,513+143.8% | Added |
| United Capital Financial Advisers, LLC | 36,165 | $4.31M | 0.03% | −1,607−4.3% | Reduced |
| Oppenheimer & Co Inc | 36,116 | $4.31M | 0.06% | +440+1.2% | Added |
| Umb Bank N A | 36,088 | $4.31M | 0.07% | −1,418−3.8% | Reduced |
| Gladstone Institutional Advisory LLC | 36,062 | $4.30M | 0.18% | +196+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 36,003 | $4.30M | 0.00% | +536+1.5% | Added |
| Cary Street Partners Financial LLC | 35,609 | $4.25M | 0.12% | −1,540−4.1% | Reduced |
| Private Advisor Group, LLC | 35,459 | $4.23M | 0.02% | −120−0.3% | Reduced |
| KBC Group NV | 35,343 | $4.22M | 0.01% | +3,910+12.4% | Added |
| Infrastructure Capital Advisors, LLC | 35,321 | $4.21M | 0.51% | +12,894+57.5% | Added |
| Oregon Public Employees Retirement Fund | 35,149 | $4.19M | 0.07% | −700−2.0% | Reduced |
| Kintayl Capital LP | 35,091 | $4.19M | 2.62% | +11,977+51.8% | Added |
| Steel Peak Wealth Management LLC | 35,077 | $4.18M | 0.16% | +1,720+5.2% | Added |
| Invesco, LLC | 34,861 | $4.16M | 1.55% | −930−2.6% | Reduced |
| Vontobel Holding Ltd. | 34,404 | $4.10M | 0.01% | +1,581+4.8% | Added |
| Martin Capital Partners, LLC | 34,158 | $4.08M | 1.60% | +24,354+248.4% | Added |
| Nations Financial Group Inc, | 34,139 | $4.07M | 0.28% | −140−0.4% | Reduced |
| Chatham Capital Group, Inc. | 34,055 | $4.06M | 0.62% | +900+2.7% | Added |
| Community Bank & Trust, Waco, Texas | 33,957 | $4.05M | 0.92% | +394+1.2% | Added |
| SevenBridge Financial Group, LLC | 33,719 | $4.05M | 0.71% | +3,495+11.6% | Added |
| Opus Investment Management Inc | 33,800 | $4.03M | 2.68% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 33,638 | $4.01M | 0.03% | −140−0.4% | Reduced |
| Clearbridge Investments, LLC | 32,858 | $3.92M | 0.00% | −75−0.2% | Reduced |
| Colonial Trust Co | 32,560 | $3.88M | 0.57% | −5,540−14.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $3.88M | 1.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,383 | $3.86M | 0.10% | −16,704−34.0% | Reduced |
| Pinnacle Associates Ltd | 32,356 | $3.86M | 0.06% | −592−1.8% | Reduced |
| Northeast Financial Consultants Inc | 32,220 | $3.84M | 0.16% | −500−1.5% | Reduced |
| Fort Point Capital Partners LLC | 32,199 | $3.84M | 0.39% | −39,434−55.1% | Reduced |
| McDonald Partners LLC | 32,073 | $3.83M | 0.92% | −239−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 31,678 | $3.78M | 0.06% | −1,388−4.2% | Reduced |
| Fundamentun, LLC | 31,657 | $3.78M | 0.17% | +1,974+6.7% | Added |
| Natixis | 31,422 | $3.75M | 0.02% | +22,922+269.7% | Added |
| Elo Mutual Pension Insurance Co | 31,235 | $3.73M | 0.08% | −591−1.9% | Reduced |
| Benjamin Edwards Inc | 30,878 | $3.68M | 0.05% | +1,431+4.9% | Added |
| HB Wealth Management, LLC | 30,739 | $3.67M | 0.03% | +1,463+5.0% | Added |
| Concurrent Investment Advisors, LLC | 30,713 | $3.66M | 0.07% | +658+2.2% | Added |
| Independent Advisor Alliance | 30,591 | $3.65M | 0.11% | −229−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 30,105 | $3.59M | 0.02% | −778−2.5% | Reduced |
| GeoSphere Capital Management, LLC | 30,000 | $3.58M | 3.64% | +9,644+47.4% | Added |
| First American Bank | 29,952 | $3.57M | 0.24% | −309−1.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 29,846 | $3.56M | 2.16% | +709+2.4% | Added |
| Beacon Financial Group | 29,547 | $3.52M | 0.37% | −1,912−6.1% | Reduced |
| Commerzbank Aktiengesellschaft | 29,529 | $3.52M | 0.08% | +10,050+51.6% | Added |
| Ellerson Group Inc | 29,422 | $3.51M | 2.47% | −325−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 28,293 | $3.38M | 0.04% | −342−1.2% | Reduced |
| Mizuho Securities USA LLC | 28,156 | $3.36M | 0.07% | +28,156 | New |
| Cardinal Capital Management | 27,932 | $3.33M | 0.49% | +1,242+4.7% | Added |
| Brinker Capital Investments, LLC | 27,886 | $3.33M | 0.03% | +6,757+32.0% | Added |
| German American Bancorp, Inc. | 27,852 | $3.32M | 0.32% | −849−3.0% | Reduced |
| Glass Wealth Management Co LLC | 27,734 | $3.31M | 1.76% | −495−1.8% | Reduced |