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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 27,407 | $3.27M | 0.03% | −1,168−4.1% | Reduced |
| Metis Global Partners, LLC | 27,336 | $3.26M | 0.08% | −819−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,178 | $3.24M | 0.07% | +1,118+4.3% | Added |
| Central Trust Co | 26,831 | $3.20M | 0.07% | −240−0.9% | Reduced |
| Sendero Wealth Management, LLC | 26,790 | $3.20M | 0.40% | −45,861−63.1% | Reduced |
| Hilltop Holdings Inc. | 26,678 | $3.18M | 0.20% | −784−2.9% | Reduced |
| Kentucky Retirement Systems | 26,451 | $3.16M | 0.09% | −1,734−6.2% | Reduced |
| Parsons Capital Management Inc | 26,368 | $3.15M | 0.19% | −10,350−28.2% | Reduced |
| Norinchukin Bank, The | 26,362 | $3.14M | 0.05% | −677−2.5% | Reduced |
| Citizens National Bank Trust Department | 26,267 | $3.13M | 0.62% | −220−0.8% | Reduced |
| Principle Wealth Partners LLC | 26,204 | $3.13M | 0.20% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 26,158 | $3.12M | 0.42% | +26,158 | New |
| Janus Henderson Group PLC | 26,154 | $3.12M | 0.00% | −102,719−79.7% | Reduced |
| Baxter Bros Inc | 26,067 | $3.11M | 0.38% | −3,370−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,012 | $3.10M | 0.04% | +7,434+40.0% | Added |
| Davenport & Co LLC | 25,678 | $3.06M | 0.02% | +1,639+6.8% | Added |
| Everence Capital Management Inc | 25,460 | $3.04M | 0.20% | −4,590−15.3% | Reduced |
| Johnson Investment Counsel Inc | 24,933 | $2.97M | 0.03% | +649+2.7% | Added |
| Hartford Investment Management Co | 24,556 | $2.93M | 0.09% | −660−2.6% | Reduced |
| Candriam Luxembourg S.C.A. | 24,522 | $2.93M | 0.02% | −1,750−6.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,144 | $2.88M | 0.81% | −15−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 24,048 | $2.87M | 0.09% | +132+0.6% | Added |
| First Manhattan Co | 23,847 | $2.84M | 0.01% | −2,232−8.6% | Reduced |
| RSM US Wealth Management LLC | 23,417 | $2.79M | 0.04% | −115−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 23,374 | $2.79M | 0.04% | −1,583−6.3% | Reduced |
| Federated Hermes, Inc. | 23,193 | $2.77M | 0.01% | −4,348−15.8% | Reduced |
| Rockline Wealth Management, LLC | 23,070 | $2.75M | 0.65% | −396−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 22,917 | $2.73M | 0.02% | +580+2.6% | Added |
| Community Bank, N.A. | 22,627 | $2.70M | 0.35% | +1,543+7.3% | Added |
| DT Investment Partners, LLC | 22,610 | $2.70M | 0.24% | −1,060−4.5% | Reduced |
| Ramirez Asset Management, Inc. | 22,562 | $2.69M | 0.41% | +13,000+136.0% | Added |
| Neo Ivy Capital Management | 22,494 | $2.68M | 0.86% | +22,494 | New |
| Cheviot Value Management, LLC | 22,485 | $2.68M | 0.31% | −107−0.5% | Reduced |
| TD Private Client Wealth LLC | 22,389 | $2.67M | 0.07% | −2,275−9.2% | Reduced |
| Catherine Avery Investment Management LLC | 22,171 | $2.65M | 2.01% | +4,302+24.1% | Added |
| Geneos Wealth Management Inc. | 22,054 | $2.63M | 0.06% | +17,445+378.5% | Added |
| LRT Capital Management, LLC | 22,029 | $2.63M | 1.56% | +6,792+44.6% | Added |
| Americana Partners, LLC | 21,953 | $2.62M | 0.09% | −1,522−6.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,893 | $2.61M | 0.16% | +21,893 | New |
| DCM Advisors, LLC | 21,854 | $2.61M | 1.12% | +2,109+10.7% | Added |
| Fifth Third Bancorp | 21,823 | $2.60M | 0.01% | −3,744−14.6% | Reduced |
| New Age Alpha Advisors, LLC | 21,694 | $2.59M | 0.11% | −14,326−39.8% | Reduced |
| Exencial Wealth Advisors, LLC | 21,586 | $2.58M | 0.09% | −536−2.4% | Reduced |
| RMR Wealth Builders | 21,576 | $2.57M | 0.23% | +21,576 | New |
| Louisiana State Employees Retirement System | 21,500 | $2.56M | 0.05% | −700−3.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,492 | $2.56M | 0.05% | −312−1.4% | Reduced |
| Azzad Asset Management Inc | 21,442 | $2.56M | 0.27% | +1,012+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 21,437 | $2.56M | 0.10% | −100−0.5% | Reduced |
| Magnetar Financial LLC | 21,358 | $2.55M | 0.01% | −64,537−75.1% | Reduced |
| Securian Asset Management, Inc | 21,301 | $2.54M | 0.07% | −585−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,262 | $2.54M | 0.02% | −5,976−21.9% | Reduced |
| Riverview Capital Advisers, LLC | 21,248 | $2.53M | 0.73% | −6,282−22.8% | Reduced |
| Equitable Trust Co | 21,221 | $2.53M | 0.13% | −3,787−15.1% | Reduced |
| Atria Investments LLC | 21,156 | $2.52M | 0.03% | −2,445−10.4% | Reduced |
| Cohen & Steers, Inc. | 20,983 | $2.50M | 0.00% | −24,448−53.8% | Reduced |
| Groupama Asset Managment | 20,951 | $2.50M | 0.04% | −306−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 20,912 | $2.49M | 0.09% | −3,299−13.6% | Reduced |
| Midwest Trust Co | 20,891 | $2.49M | 0.03% | +20,891 | New |
| Argyle Capital Management Inc. | 20,867 | $2.49M | 0.90% | +450+2.2% | Added |
| Intech Investment Management LLC | 20,863 | $2.49M | 0.02% | −4,473−17.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 19,377 | $2.47M | 0.07% | +500+2.6% | Added |
| Crossmark Global Holdings, Inc. | 20,646 | $2.46M | 0.04% | +321+1.6% | Added |
| First Nebraska Trust Co | 20,493 | $2.44M | 0.23% | −100−0.5% | Reduced |
| Somerset Trust Co | 20,485 | $2.44M | 0.80% | −65−0.3% | Reduced |
| Ci Investments Inc. | 20,426 | $2.44M | 0.01% | +15,592+322.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,377 | $2.43M | 1.07% | +985+5.1% | Added |
| KMG Fiduciary Partners, LLC | 20,369 | $2.43M | 0.18% | +953+4.9% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,313 | $2.42M | 1.32% | +94+0.5% | Added |
| Machina Capital S.A.S. | 20,234 | $2.41M | 0.50% | +20,234 | New |
| Brookstone Capital Management | 20,130 | $2.40M | 0.03% | +614+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 20,047 | $2.39M | 0.23% | −1,529−7.1% | Reduced |
| Engine Capital Management, LP | 20,000 | $2.39M | 0.50% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 19,851 | $2.37M | 0.10% | +1,484+8.1% | Added |
| Intrust Bank NA | 19,842 | $2.37M | 0.21% | −18−0.1% | Reduced |
| Maryland State Retirement & Pension System | 19,814 | $2.36M | 0.05% | +516+2.7% | Added |
| Becker Capital Management Inc | 19,758 | $2.36M | 0.07% | −613−3.0% | Reduced |
| Regions Financial Corp | 19,441 | $2.32M | 0.02% | +1,215+6.7% | Added |
| Prime Capital Investment Advisors, LLC | 19,406 | $2.32M | 0.03% | −5,551−22.2% | Reduced |
| Summit Trail Advisors, LLC | 19,365 | $2.31M | 0.04% | +19,365 | New |
| New Mexico Educational Retirement Board | 19,328 | $2.31M | 0.08% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 19,285 | $2.30M | 0.17% | −6,611−25.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,219 | $2.29M | 0.73% | −896−4.5% | Reduced |
| International Assets Investment Management, LLC | 19,194 | $2.29M | 0.18% | −66−0.3% | Reduced |
| Toroso Investments, LLC | 19,143 | $2.28M | 0.01% | +562+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,966 | $2.26M | 0.07% | −1,113−5.5% | Reduced |
| City Holding Co | 18,942 | $2.26M | 0.30% | −73−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 18,880 | $2.25M | 0.08% | +224+1.2% | Added |
| SWS Partners | 18,598 | $2.22M | 0.60% | −1,974−9.6% | Reduced |
| Summit Financial, LLC | 18,575 | $2.22M | 0.05% | −886−4.6% | Reduced |
| PFW Advisors LLC | 18,557 | $2.21M | 0.68% | −425−2.2% | Reduced |
| Patten & Patten Inc | 18,554 | $2.21M | 0.14% | −94−0.5% | Reduced |
| Cresset Asset Management, LLC | 18,304 | $2.18M | 0.01% | −771−4.0% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.17M | 0.94% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 17,258 | $2.16M | 0.05% | +794+4.8% | Added |
| F/M Investments LLC | 18,066 | $2.16M | 0.08% | +974+5.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,053 | $2.15M | 0.06% | −7,187−28.5% | Reduced |
| Synovus Financial Corp | 17,834 | $2.13M | 0.03% | +91+0.5% | Added |
| Stratos Wealth Partners, LTD. | 17,807 | $2.12M | 0.03% | −537−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,675 | $2.11M | 0.03% | +40.0% | Added |
| Savant Capital, LLC | 17,616 | $2.10M | 0.02% | +3,601+25.7% | Added |