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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 8,599 | $1.03M | 0.01% | −4,131−32.5% | Reduced |
| Chicago Partners Investment Group LLC | 8,004 | $1.02M | 0.03% | +544+7.3% | Added |
| Dynamic Technology Lab Private Ltd | 8,569 | $1.02M | 0.14% | −3,632−29.8% | Reduced |
| Delta Financial Advisors LLC | 8,552 | $1.02M | 0.36% | −423−4.7% | Reduced |
| Argent Trust Co | 8,499 | $1.01M | 0.04% | +85+1.0% | Added |
| Inscription Capital, LLC | 8,498 | $1.01M | 0.15% | −4,655−35.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,497 | $1.01M | 0.03% | +2,608+44.3% | Added |
| Thoroughbred Financial Services, LLC | 8,478 | $1.01M | 0.07% | −3,295−28.0% | Reduced |
| MONECO Advisors, LLC | 8,437 | $1.01M | 0.09% | +200+2.4% | Added |
| Wealthspire Advisors, LLC | 8,400 | $1.00M | 0.01% | −12,126−59.1% | Reduced |
| Mystic Asset Management, Inc. | 8,383 | $1.00M | 0.24% | +96+1.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,380 | $999.7K | 0.23% | −237−2.8% | Reduced |
| Forum Financial Management, LP | 8,343 | $995.4K | 0.02% | +725+9.5% | Added |
| Grimes & Company, Inc. | 8,340 | $994.9K | 0.03% | +1,554+22.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,324 | $993.1K | 0.19% | +62+0.8% | Added |
| Capital Advisors Wealth Management, LLC | 8,320 | $992.6K | 0.16% | −1,010−10.8% | Reduced |
| IFP Advisors, Inc | 7,749 | $986.5K | 0.03% | −11,379−59.5% | Reduced |
| Naviter Wealth, LLC | 8,255 | $984.8K | 0.12% | −902−9.9% | Reduced |
| JBR Co Financial Management Inc | 8,223 | $981.0K | 0.48% | −847−9.3% | Reduced |
| Stegent Equity Advisors, Inc. | 8,185 | $976.5K | 0.86% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 8,174 | $975.1K | 0.24% | −8−0.1% | Reduced |
| Westwood Holdings Group Inc. | 8,140 | $971.1K | 0.01% | +67+0.8% | Added |
| J. W. Coons Advisors, LLC | 8,108 | $967.3K | 0.22% | −1,710−17.4% | Reduced |
| Verdence Capital Advisors LLC | 8,093 | $965.5K | 0.07% | −152−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 8,026 | $957.4K | 0.05% | −533−6.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,025 | $957.4K | 0.27% | −622−7.2% | Reduced |
| Searle & Co. | 8,017 | $956.4K | 0.27% | −8−0.1% | Reduced |
| Westmount Partners, LLC | 7,938 | $947.1K | 0.26% | +30.0% | Added |
| Foundations Investment Advisors, LLC | 7,929 | $945.9K | 0.01% | +2,713+52.0% | Added |
| BWM Planning, LLC | 7,929 | $945.9K | 0.33% | −233−2.9% | Reduced |
| Arvest Bank Trust Division | 7,897 | $942.1K | 0.05% | +219+2.9% | Added |
| Cowa, LLC | 7,835 | $936.4K | 0.36% | −165−2.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,746 | $924.1K | 0.08% | +26+0.3% | Added |
| Fisher Asset Management, LLC | 7,720 | $921.1K | 0.00% | +1,516+24.4% | Added |
| Cidel Asset Management Inc | 7,712 | $920.0K | 0.06% | +628+8.9% | Added |
| ArrowMark Colorado Holdings LLC | 7,700 | $918.6K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 7,611 | $913.6K | 0.03% | +4,560+149.5% | Added |
| GTS Securities LLC | 7,655 | $913.2K | 0.04% | −8,555−52.8% | Reduced |
| Patten Group, Inc. | 7,636 | $911.0K | 0.19% | −327−4.1% | Reduced |
| Eagle Global Advisors LLC | 7,629 | $910.1K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,607 | $907.6K | 0.05% | +235+3.2% | Added |
| Bull Street Advisors, LLC | 7,606 | $907.0K | 0.44% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7,569 | $903.0K | 0.16% | +3,796+100.6% | Added |
| Fairfield, Bush & Co. | 7,564 | $902.4K | 0.51% | −498−6.2% | Reduced |
| Impact Capital Partners LLC | 7,553 | $901.1K | 0.30% | +153+2.1% | Added |
| Navalign, LLC | 7,522 | $897.4K | 0.25% | +108+1.5% | Added |
| V-Square Quantitative Management LLC | 7,513 | $896.3K | 0.12% | +582+8.4% | Added |
| Regal Investment Advisors LLC | 7,493 | $893.9K | 0.07% | +943+14.4% | Added |
| Fiduciary Group LLC | 7,454 | $889.3K | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,369 | $879.1K | 0.10% | −75−1.0% | Reduced |
| Country Club Bank | 7,362 | $877.9K | 0.06% | +95+1.3% | Added |
| Greenland Capital Management LP | 7,325 | $873.9K | 0.11% | +7,325 | New |
| Lebenthal Global Advisors, LLC | 7,275 | $867.9K | 0.16% | −819−10.1% | Reduced |
| WealthTrust Axiom LLC | 7,222 | $861.6K | 0.25% | −19−0.3% | Reduced |
| David Loasby | 7,192 | $860.2K | 0.07% | −108−1.5% | Reduced |
| Bayforest Capital Ltd | 7,190 | $857.8K | 0.37% | +5,472+318.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $850.0K | 0.52% | 00.0% | Unchanged |
| First National Trust Co | 7,103 | $847.4K | 0.03% | −504−6.6% | Reduced |
| Baker Ellis Asset Management LLC | 7,084 | $845.1K | 0.12% | −259−3.5% | Reduced |
| AlphaStar Capital Management, LLC | 7,067 | $843.0K | 0.06% | +7,067 | New |
| Bradley Foster & Sargent Inc | 7,064 | $842.7K | 0.01% | −227−3.1% | Reduced |
| Oddo BHF Asset Management SAS | 7,062 | $842.5K | 0.03% | −255−3.5% | Reduced |
| Welch & Forbes LLC | 7,047 | $840.7K | 0.01% | +250+3.7% | Added |
| RFG Advisory, LLC | 7,030 | $838.7K | 0.02% | +27+0.4% | Added |
| Bridge Creek Capital Management LLC | 7,026 | $838.2K | 0.25% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,005 | $835.6K | 0.16% | −924−11.7% | Reduced |
| Carlson Capital L P | 7,000 | $835.1K | 0.47% | +7,000 | New |
| Peapack Gladstone Financial Corp | 6,993 | $834.0K | 0.01% | −85−1.2% | Reduced |
| Mather Group, LLC. | 6,976 | $832.4K | 0.01% | +734+11.8% | Added |
| Cornerstone Wealth Management, LLC | 6,972 | $831.8K | 0.05% | −44−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 6,927 | $830.0K | 0.12% | −82−1.2% | Reduced |
| AA Financial Advisors, LLC | 6,932 | $827.0K | 0.18% | +1,576+29.4% | Added |
| We Are One Seven, LLC | 6,925 | $826.2K | 0.03% | −3,113−31.0% | Reduced |
| Cladis Investment Advisory, LLC | 6,877 | $820.5K | 0.51% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,876 | $820.4K | 0.02% | −28−0.4% | Reduced |
| Boston Trust Walden Corp | 6,860 | $818.4K | 0.01% | −133−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 6,858 | $818.2K | 0.04% | +1,398+25.6% | Added |
| Fifth Third Wealth Advisors LLC | 6,843 | $816.3K | 0.03% | −465−6.4% | Reduced |
| StoneX Group Inc. | 6,830 | $814.8K | 0.04% | −329−4.6% | Reduced |
| Pinnacle Financial Partners Inc | 6,823 | $814.0K | 0.02% | +518+8.2% | Added |
| MCF Advisors LLC | 6,806 | $811.9K | 0.05% | +138+2.1% | Added |
| Coastal Bridge Advisors, LLC | 6,766 | $807.2K | 0.07% | +6,766 | New |
| NorthRock Partners, LLC | 6,754 | $805.7K | 0.02% | +511+8.2% | Added |
| Heritage Wealth Management, Inc. | 6,711 | $800.6K | 0.26% | −649−8.8% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $797.8K | 0.07% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,658 | $794.3K | 0.17% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,656 | $794.1K | 0.01% | −3,631−35.3% | Reduced |
| Fiduciary Alliance LLC | 6,634 | $791.4K | 0.06% | −1,679−20.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,609 | $788.5K | 0.04% | +23+0.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,590 | $786.2K | 0.35% | +281+4.5% | Added |
| Private Trust Co NA | 6,588 | $785.9K | 0.07% | −315−4.6% | Reduced |
| Portman Square Capital LLP | 6,584 | $785.5K | 0.08% | +2,946+81.0% | Added |
| America First Investment Advisors, LLC | 6,580 | $785.0K | 0.16% | −487−6.9% | Reduced |
| Aviance Capital Partners, LLC | 6,569 | $783.7K | 0.10% | +630+10.6% | Added |
| Polymer Capital Management (US) LLC | 6,549 | $781.3K | 0.13% | +4,248+184.6% | Added |
| Miller Investment Management, LP | 6,500 | $775.5K | 0.08% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 6,454 | $770.0K | 0.06% | +4,671+262.0% | Added |
| Martingale Asset Management L P | 6,400 | $763.5K | 0.02% | −3,710−36.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,374 | $760.4K | 0.07% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,357 | $758.3K | 0.01% | −54−0.8% | Reduced |