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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 12,290 | $1.47M | 0.37% | −175−1.4% | Reduced |
| Independent Financial Group, LLC | 12,270 | $1.46M | 0.04% | +1,706+16.1% | Added |
| Moneta Group Investment Advisors LLC | 12,267 | $1.46M | 0.02% | +626+5.4% | Added |
| Vinva Investment Management Ltd | 12,256 | $1.46M | 0.04% | −5,093−29.4% | Reduced |
| Umpqua Bank | 11,177 | $1.45M | 0.44% | +202+1.8% | Added |
| Donoghue Forlines LLC | 12,179 | $1.45M | 0.41% | +443+3.8% | Added |
| Sowell Financial Services LLC | 12,174 | $1.45M | 0.06% | −218−1.8% | Reduced |
| Fruth Investment Management | 12,173 | $1.45M | 0.39% | −300−2.4% | Reduced |
| Terry L. Blaker | 12,017 | $1.43M | 0.06% | −2,184−15.4% | Reduced |
| IHT Wealth Management, LLC | 11,956 | $1.43M | 0.04% | −1,869−13.5% | Reduced |
| Pathway Financial Advisers, LLC | 11,933 | $1.42M | 0.46% | −55−0.5% | Reduced |
| Snowden Capital Advisors LLC | 11,923 | $1.42M | 0.04% | −5,581−31.9% | Reduced |
| Dynamic Advisor Solutions LLC | 11,913 | $1.42M | 0.04% | −246−2.0% | Reduced |
| Soundwatch Capital LLC | 1,430,039 | $1.42M | 0.30% | +1,430,039 | New |
| Integrated Wealth Concepts LLC | 11,854 | $1.41M | 0.01% | +1,891+19.0% | Added |
| TownSquare Capital, LLC | 11,815 | $1.41M | 0.14% | −16,666−58.5% | Reduced |
| Principal Securities, Inc. | 11,782 | $1.41M | 0.03% | −4,957−29.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,746 | $1.40M | 0.07% | −4,008−25.4% | Reduced |
| Buckingham Strategic Partners | 11,721 | $1.40M | 0.02% | −430−3.5% | Reduced |
| EP Wealth Advisors, LLC | 11,721 | $1.40M | 0.01% | +1,349+13.0% | Added |
| Catalytic Wealth RIA, LLC | 11,688 | $1.39M | 0.11% | +11,688 | New |
| Williams Jones Wealth Management, LLC. | 11,612 | $1.39M | 0.02% | −250−2.1% | Reduced |
| Jacobi Capital Management LLC | 11,612 | $1.39M | 0.09% | +457+4.1% | Added |
| Red Cedar Investment Management, LLC | 11,596 | $1.38M | 0.17% | 00.0% | Unchanged |
| Shelton Capital Management | 11,585 | $1.38M | 0.03% | −49−0.4% | Reduced |
| Wetherby Asset Management Inc | 11,513 | $1.37M | 0.06% | +11,513 | New |
| Nomura Holdings Inc | 11,446 | $1.37M | 0.01% | −4,196,715−99.7% | Reduced |
| First National Advisers, LLC | 11,407 | $1.36M | 0.20% | −74−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,393 | $1.36M | 0.01% | +6,183+118.7% | Added |
| Boyd Watterson Asset Management LLC | 11,307 | $1.35M | 0.42% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,280 | $1.35M | 0.12% | −279−2.4% | Reduced |
| FourThought Financial Partners, LLC | 11,275 | $1.35M | 0.13% | −4,407−28.1% | Reduced |
| Pensionmark Financial Group, LLC | 11,271 | $1.34M | 0.03% | +3,192+39.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,226 | $1.34M | 0.09% | −779−6.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,212 | $1.34M | 0.05% | −23,974−68.1% | Reduced |
| Bragg Financial Advisors, Inc | 11,109 | $1.33M | 0.05% | −170−1.5% | Reduced |
| Wahed Invest LLC | 11,082 | $1.32M | 0.20% | +543+5.2% | Added |
| SummitTX Capital, L.P. | 10,928 | $1.30M | 0.06% | +1,906+21.1% | Added |
| Meeder Advisory Services, Inc. | 10,681 | $1.27M | 0.07% | −768−6.7% | Reduced |
| Sigma Planning Corp | 10,679 | $1.27M | 0.04% | −1,595−13.0% | Reduced |
| Erste Asset Management GmbH | 10,620 | $1.27M | 0.01% | +4,220+65.9% | Added |
| AE Wealth Management LLC | 10,633 | $1.27M | 0.01% | +2,130+25.0% | Added |
| CFM Wealth Partners LLC | 10,611 | $1.27M | 0.20% | +8+0.1% | Added |
| Prudential PLC | 10,599 | $1.26M | 0.01% | +4,380+70.4% | Added |
| Alta Capital Management LLC | 10,564 | $1.26M | 0.07% | +852+8.8% | Added |
| Consolidated Planning Corp | 10,529 | $1.26M | 0.16% | −1,092−9.4% | Reduced |
| National Asset Management, Inc. | 10,474 | $1.25M | 0.06% | −7,154−40.6% | Reduced |
| Flavin Financial Services, Inc. | 10,445 | $1.25M | 1.21% | −832−7.4% | Reduced |
| Moors & Cabot, Inc. | 10,342 | $1.23M | 0.06% | −928−8.2% | Reduced |
| Global Retirement Partners, LLC | 10,310 | $1.23M | 0.03% | +10,310 | New |
| NewEdge Wealth, LLC | 10,302 | $1.23M | 0.02% | −4,182−28.9% | Reduced |
| Resources Management Corp | 10,273 | $1.23M | 0.17% | −163−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 10,269 | $1.23M | 0.42% | −25−0.2% | Reduced |
| Tower Bridge Advisors | 10,249 | $1.22M | 0.13% | −300−2.8% | Reduced |
| Lokken Investment Group LLC | 10,235 | $1.22M | 0.47% | +707+7.4% | Added |
| SCS Capital Management LLC | 10,109 | $1.21M | 0.01% | +2,320+29.8% | Added |
| Smith Group Asset Management, LLC | 10,084 | $1.20M | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,008 | $1.19M | 0.10% | +164+1.7% | Added |
| Investment Management Corp of Ontario | 10,001 | $1.19M | 0.02% | −1,700−14.5% | Reduced |
| Mariner Investment Group LLC | 10,000 | $1.19M | 0.43% | +10,000 | New |
| Parcion Private Wealth LLC | 9,994 | $1.19M | 0.09% | +491+5.2% | Added |
| Greenleaf Trust | 9,935 | $1.19M | 0.01% | −1,542−13.4% | Reduced |
| Hilltop National Bank | 9,904 | $1.18M | 0.31% | +9,904 | New |
| Wealthcare Advisory Partners LLC | 9,886 | $1.18M | 0.03% | +160+1.6% | Added |
| Parallel Advisors, LLC | 9,768 | $1.17M | 0.02% | −1,191−10.9% | Reduced |
| Balyasny Asset Management LLC | 9,765 | $1.16M | 0.00% | −24,039−71.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,691 | $1.16M | 0.03% | −22,260−69.7% | Reduced |
| Harfst & Associates, Inc. | 9,670 | $1.15M | 0.24% | +4,221+77.5% | Added |
| Avidian Wealth Solutions, LLC | 9,669 | $1.15M | 0.05% | +1,034+12.0% | Added |
| Ontario Teachers Pension Plan Board | 9,657 | $1.15M | 0.02% | +9,657 | New |
| Cullinan Associates Inc | 9,639 | $1.15M | 0.08% | 00.0% | Unchanged |
| Quarry LP | 9,482 | $1.13M | 0.26% | +3,652+62.6% | Added |
| Adirondack Trust Co | 9,433 | $1.13M | 0.41% | −439−4.4% | Reduced |
| Poehling Capital Management, LLC | 9,411 | $1.12M | 0.26% | +3,094+49.0% | Added |
| Ostrum Asset Management | 9,369 | $1.12M | 0.05% | −2,565−21.5% | Reduced |
| Beacon Investment Advisors LLC | 9,322 | $1.11M | 0.48% | −113−1.2% | Reduced |
| Intrua Financial, LLC | 9,309 | $1.11M | 0.16% | +419+4.7% | Added |
| Pavion Blue Capital, LLC | 9,306 | $1.11M | 0.49% | −766−7.6% | Reduced |
| Quadrant Capital Group LLC | 9,273 | $1.11M | 0.04% | −1,012−9.8% | Reduced |
| Siemens Fonds Invest GmbH | 9,181 | $1.10M | 0.06% | +1,020+12.5% | Added |
| Wimmer Associates 1, LLC | 9,180 | $1.10M | 0.56% | −25−0.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,405 | $1.09M | 0.23% | +493+6.2% | Added |
| Citizens Financial Group Inc | 9,060 | $1.08M | 0.02% | +3,226+55.3% | Added |
| Lee Danner & Bass Inc | 9,038 | $1.08M | 0.08% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 9,029 | $1.08M | 0.09% | +1,719+23.5% | Added |
| Ingalls & Snyder LLC | 9,012 | $1.07M | 0.04% | −10−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 8,999 | $1.07M | 0.17% | +2,590+40.4% | Added |
| Glenview Trust Co | 8,949 | $1.07M | 0.02% | +229+2.6% | Added |
| Wealth Alliance Advisory Group, LLC | 8,940 | $1.07M | 0.20% | −90−1.0% | Reduced |
| Mirae Asset Securities (USA) Inc. | 8,923 | $1.06M | 0.05% | +8,923 | New |
| Alpine Woods Capital Investors, LLC | 8,908 | $1.06M | 0.25% | +6,411+256.7% | Added |
| Lowe Brockenbrough & Co Inc | 8,897 | $1.06M | 0.06% | +23+0.3% | Added |
| Vestcor Inc | 8,860 | $1.06M | 0.03% | +1,463+19.8% | Added |
| Guyasuta Investment Advisors Inc | 8,820 | $1.05M | 0.06% | +66+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,810 | $1.05M | 0.04% | −357−3.9% | Reduced |
| Cornerstone Advisors, LLC | 8,800 | $1.05M | 0.04% | −400−4.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,792 | $1.05M | 0.01% | −1,047−10.6% | Reduced |
| Horizon Investments, LLC | 8,789 | $1.05M | 0.02% | −1,074−10.9% | Reduced |
| 49 Wealth Management, LLC | 8,639 | $1.03M | 0.11% | +4,368+102.3% | Added |
| Signaturefd, LLC | 8,627 | $1.03M | 0.02% | −1,487−14.7% | Reduced |