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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 17,541 | $2.09M | 1.00% | +661+3.9% | Added |
| XML Financial, LLC | 17,541 | $2.09M | 0.18% | +85+0.5% | Added |
| Vise Technologies, Inc. | 17,531 | $2.09M | 0.09% | +17,531 | New |
| Tiaa Trust, National Association | 17,414 | $2.08M | 0.01% | −1,363−7.3% | Reduced |
| HBK Sorce Advisory LLC | 17,370 | $2.07M | 0.06% | −268−1.5% | Reduced |
| Huntleigh Advisors, Inc. | 17,324 | $2.07M | 0.40% | +116+0.7% | Added |
| Clifford Swan Investment Counsel LLC | 17,254 | $2.06M | 0.07% | −198−1.1% | Reduced |
| DRW Securities, LLC | 17,299 | $2.05M | 0.14% | +8,551+97.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.04M | 0.17% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 17,030 | $2.03M | 1.12% | 00.0% | Unchanged |
| Auxier Asset Management | 17,003 | $2.03M | 0.30% | −14−0.1% | Reduced |
| Voleon Capital Management LP | 16,982 | $2.03M | 0.11% | −8,979−34.6% | Reduced |
| La Banque Postale Asset Management SA | 16,971 | $2.02M | 0.03% | −66,285−79.6% | Reduced |
| Gamco Investors, Inc. Et Al | 16,910 | $2.02M | 0.02% | +10,187+151.5% | Added |
| Cobblestone Capital Advisors LLC | 16,851 | $2.01M | 0.10% | +86+0.5% | Added |
| Northside Capital Management, LLC | 16,725 | $2.00M | 0.15% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 16,619 | $1.98M | 0.02% | +2,216+15.4% | Added |
| Allworth Financial LP | 16,559 | $1.98M | 0.01% | +4,319+35.3% | Added |
| Merit Financial Group, LLC | 16,485 | $1.97M | 0.02% | +6,154+59.6% | Added |
| Avantax Planning Partners, Inc. | 16,456 | $1.96M | 0.06% | −611−3.6% | Reduced |
| Profund Advisors LLC | 16,308 | $1.95M | 0.07% | −1,037−6.0% | Reduced |
| Neville Rodie & Shaw Inc | 16,203 | $1.93M | 0.14% | −200−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,143 | $1.93M | 0.01% | +669+4.3% | Added |
| Keystone Wealth Services, LLC | 16,118 | $1.92M | 0.46% | −300−1.8% | Reduced |
| Private Management Group Inc | 16,109 | $1.92M | 0.06% | +16,109 | New |
| Mediolanum International Funds Ltd | 16,092 | $1.92M | 0.02% | −5,403−25.1% | Reduced |
| Vident Advisory, LLC | 16,064 | $1.92M | 0.02% | +152+1.0% | Added |
| Atria Wealth Solutions, Inc. | 15,868 | $1.91M | 0.04% | −11,966−43.0% | Reduced |
| PFG Investments, LLC | 15,948 | $1.90M | 0.11% | +301+1.9% | Added |
| Quantbot Technologies LP | 15,920 | $1.90M | 0.05% | +15,920 | New |
| River Wealth Advisors LLC | 15,853 | $1.89M | 0.24% | −3,472−18.0% | Reduced |
| Wedbush Securities Inc | 15,849 | $1.89M | 0.07% | +410+2.7% | Added |
| Independent Solutions Wealth Management, LLC | 15,799 | $1.88M | 0.37% | +476+3.1% | Added |
| Mattern Wealth Management LLC | 15,781 | $1.88M | 0.39% | −2,630−14.3% | Reduced |
| Wilkins Investment Counsel Inc | 15,718 | $1.88M | 0.27% | −544−3.3% | Reduced |
| William B. Walkup & Associates, Inc. | 15,662 | $1.87M | 1.10% | 00.0% | Unchanged |
| Omers Administration Corp | 15,652 | $1.87M | 0.01% | −23,300−59.8% | Reduced |
| TBH Global Asset Management, LLC | 15,633 | $1.87M | 0.40% | −819−5.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,585 | $1.86M | 0.04% | −721−4.4% | Reduced |
| Empirical Finance, LLC | 15,526 | $1.85M | 0.10% | +100+0.6% | Added |
| Herold Advisors, Inc. | 15,472 | $1.85M | 0.39% | −4,451−22.3% | Reduced |
| Gateway Investment Advisers LLC | 15,440 | $1.84M | 0.02% | +3,604+30.4% | Added |
| South State Corp. | 15,164 | $1.81M | 0.08% | −464−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 15,159 | $1.81M | 0.04% | +140+0.9% | Added |
| Apollon Wealth Management, LLC | 15,126 | $1.80M | 0.04% | +652+4.5% | Added |
| Canada Post Corp Registered Pension Plan | 15,111 | $1.80M | 0.11% | +15,111 | New |
| Clearstead Advisors, LLC | 14,882 | $1.78M | 0.02% | +1,430+10.6% | Added |
| Bank Ozk | 14,788 | $1.76M | 0.68% | +1,008+7.3% | Added |
| Koshinski Asset Management, Inc. | 14,781 | $1.76M | 0.13% | −285−1.9% | Reduced |
| Oak Thistle LLC | 14,756 | $1.76M | 0.26% | −7,776−34.5% | Reduced |
| Kovack Advisors, Inc. | 14,750 | $1.76M | 0.17% | +426+3.0% | Added |
| Exeter Financial, LLC | 14,725 | $1.76M | 0.78% | +1,785+13.8% | Added |
| Burney Co | 14,703 | $1.75M | 0.06% | −2,661−15.3% | Reduced |
| Redwood Investment Management, LLC | 14,675 | $1.75M | 0.19% | +14,675 | New |
| Great Valley Advisor Group, Inc. | 14,640 | $1.75M | 0.04% | −941−6.0% | Reduced |
| Capital Advisors Inc | 14,640 | $1.75M | 0.03% | −67−0.5% | Reduced |
| Harvest Portfolios Group Inc. | 14,589 | $1.74M | 0.04% | −726−4.7% | Reduced |
| Caldwell Trust Co | 14,584 | $1.74M | 0.17% | −340−2.3% | Reduced |
| Curbstone Financial Management Corp | 14,554 | $1.74M | 0.36% | +50+0.3% | Added |
| Farther Finance Advisors, LLC | 14,546 | $1.74M | 0.03% | +988+7.3% | Added |
| Everett Harris & Co | 14,492 | $1.73M | 0.02% | −100−0.7% | Reduced |
| Stephens Inc | 14,449 | $1.72M | 0.02% | −535−3.6% | Reduced |
| Harbour Investment Management LLC | 14,288 | $1.70M | 0.74% | −233−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.69M | 0.20% | 00.0% | Unchanged |
| Haverford Trust Co | 14,166 | $1.69M | 0.02% | −579−3.9% | Reduced |
| Marion Wealth Management | 14,141 | $1.69M | 0.42% | +507+3.7% | Added |
| Squarepoint Ops LLC | 14,091 | $1.68M | 0.00% | −20,560−59.3% | Reduced |
| QRG Capital Management, Inc. | 14,040 | $1.67M | 0.01% | −5,563−28.4% | Reduced |
| Segment Wealth Management, LLC | 13,922 | $1.66M | 0.11% | +222+1.6% | Added |
| Energy Income Partners, LLC | 13,792 | $1.65M | 0.03% | −243−1.7% | Reduced |
| NFJ Investment Group, LLC | 13,763 | $1.64M | 0.06% | −140−1.0% | Reduced |
| Logan Capital Management Inc | 13,715 | $1.64M | 0.08% | −124−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,506 | $1.61M | 0.07% | +324+2.5% | Added |
| YHB Investment Advisors, Inc. | 13,472 | $1.61M | 0.12% | +307+2.3% | Added |
| Equitable Holdings, Inc. | 13,428 | $1.60M | 0.01% | +1,378+11.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,413 | $1.60M | 1.54% | −114−0.8% | Reduced |
| Private Capital Management, LLC | 13,399 | $1.60M | 0.16% | +202+1.5% | Added |
| Ethic Inc. | 13,347 | $1.59M | 0.03% | +1,603+13.6% | Added |
| CWC Advisors, LLC. | 13,271 | $1.58M | 0.82% | −168−1.3% | Reduced |
| Great Lakes Retirement, Inc. | 13,265 | $1.58M | 0.19% | +1,426+12.0% | Added |
| Bleakley Financial Group, LLC | 13,202 | $1.57M | 0.04% | +13,202 | New |
| Paragon Capital Management LLC | 13,124 | $1.57M | 0.80% | +135+1.0% | Added |
| Carret Asset Management, LLC | 13,124 | $1.57M | 0.17% | −1,214−8.5% | Reduced |
| Evercore Wealth Management, LLC | 13,116 | $1.56M | 0.02% | +492+3.9% | Added |
| Nicholson Wealth Management Group, LLC | 13,087 | $1.56M | 0.96% | +1,174+9.9% | Added |
| M&G Plc | 13,103 | $1.56M | 0.01% | −9,049−40.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,998 | $1.55M | 0.02% | −137−1.0% | Reduced |
| Bessemer Group Inc | 12,989 | $1.55M | 0.00% | −4,767−26.8% | Reduced |
| Crescent Sterling, Ltd. | 12,941 | $1.54M | 1.73% | −1,806−12.2% | Reduced |
| Tweedy, Browne Co LLC | 12,874 | $1.54M | 0.14% | −227−1.7% | Reduced |
| Spears Abacus Advisors LLC | 12,765 | $1.52M | 0.03% | −182−1.4% | Reduced |
| Rowland & Co Investment Counsel | 12,698 | $1.51M | 0.31% | +415+3.4% | Added |
| Ar Asset Management Inc | 12,600 | $1.50M | 0.33% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,570 | $1.50M | 0.10% | +12,570 | New |
| Counterweight Ventures, LLC | 12,545 | $1.50M | 0.98% | +308+2.5% | Added |
| GAMMA Investing LLC | 12,531 | $1.49M | 0.09% | +2,897+30.1% | Added |
| Wedmont Private Capital | 11,434 | $1.49M | 0.06% | +4,853+73.7% | Added |
| Icon Wealth Advisors, LLC | 12,459 | $1.49M | 0.11% | −7,367−37.2% | Reduced |
| Hancock Whitney Corp | 12,402 | $1.48M | 0.03% | −5,173−29.4% | Reduced |
| First National Bank of Omaha | 12,386 | $1.48M | 0.10% | −737−5.6% | Reduced |