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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 6,338 | $756.1K | 0.12% | +3,000+89.9% | Added |
| Philip James Wealth Mangement, LLC | 6,324 | $754.4K | 0.10% | +10.0% | Added |
| Peoples Bank | 6,289 | $750.3K | 0.46% | −150−2.3% | Reduced |
| 1st Source Bank | 6,255 | $746.2K | 0.04% | +93+1.5% | Added |
| GWN Securities Inc. | 6,224 | $746.1K | 0.14% | +3,532+131.2% | Added |
| American Financial Group Inc | 6,250 | $745.6K | 0.28% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 6,245 | $745.0K | 0.01% | +3,528+129.8% | Added |
| Sherbrooke Park Advisers LLC | 6,231 | $743.4K | 0.32% | +6,231 | New |
| Allen Capital Group, LLC | 6,203 | $740.0K | 0.08% | +556+9.8% | Added |
| Probity Advisors, Inc. | 6,194 | $738.9K | 0.13% | +874+16.4% | Added |
| Davis Investment Partners, LLC | 5,930 | $730.3K | 0.26% | +16+0.3% | Added |
| Busey Wealth Management | 6,111 | $729.0K | 0.02% | −279−4.4% | Reduced |
| Wealth Advisory Solutions, LLC | 6,109 | $728.8K | 0.18% | +30+0.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 6,090 | $726.5K | 0.03% | +6,090 | New |
| Tyche Wealth Partners LLC | 6,086 | $726.0K | 0.15% | +51+0.8% | Added |
| Heck Capital Advisors, LLC | 6,049 | $721.6K | 0.06% | +28+0.5% | Added |
| Nikko Asset Management Americas, Inc. | 6,049 | $721.5K | 0.01% | +1,622+36.6% | Added |
| Annex Advisory Services, LLC | 6,027 | $719.0K | 0.02% | −3,649−37.7% | Reduced |
| Mission Wealth Management, LP | 6,022 | $718.5K | 0.02% | −333−5.2% | Reduced |
| Bank of Hawaii | 6,005 | $716.4K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,000 | $715.8K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,995 | $715.2K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,982 | $713.7K | 0.03% | +440+7.9% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $708.4K | 0.13% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5,898 | $703.6K | 0.02% | −166−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,844 | $697.2K | 0.05% | +579+11.0% | Added |
| Brighton Jones LLC | 5,841 | $696.8K | 0.02% | −5,567−48.8% | Reduced |
| Keynote Financial Services LLC | 5,825 | $694.9K | 0.47% | −35−0.6% | Reduced |
| Camden Capital, LLC | 5,808 | $692.9K | 0.07% | +4+0.1% | Added |
| Rathbone Brothers plc | 5,785 | $690.1K | 0.00% | −965−14.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,778 | $689.3K | 0.35% | +15+0.3% | Added |
| Valley Brook Capital Group | 5,750 | $686.0K | 0.51% | −199−3.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,741 | $684.9K | 0.21% | 00.0% | Unchanged |
| Danske Bank A/S | 5,739 | $684.7K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,733 | $683.9K | 0.01% | +1,601+38.7% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $680.4K | 0.12% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,678 | $677.4K | 0.14% | −90−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 5,656 | $674.8K | 0.01% | +714+14.4% | Added |
| LVZ Advisors, Inc. | 5,643 | $673.2K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,621 | $670.6K | 0.05% | −583−9.4% | Reduced |
| Whitener Capital Management, Inc. | 5,534 | $660.2K | 0.17% | +186+3.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,533 | $660.1K | 0.01% | −195−3.4% | Reduced |
| Atomi Financial Group, Inc. | 5,504 | $656.7K | 0.02% | +23+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,497 | $655.8K | 0.00% | +937+20.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,471 | $652.7K | 0.11% | +5+0.1% | Added |
| Abundance Wealth Counselors | 5,467 | $652.0K | 0.12% | +88+1.6% | Added |
| Essex Financial Services, Inc. | 5,464 | $651.8K | 0.04% | +1,642+43.0% | Added |
| EPG Wealth Management LLC | 5,452 | $650.4K | 0.20% | +105+2.0% | Added |
| Csenge Advisory Group | 5,695 | $646.3K | 0.03% | +238+4.4% | Added |
| Essex Savings Bank | 5,390 | $643.0K | 0.15% | −159−2.9% | Reduced |
| Doheny Asset Management | 5,379 | $642.0K | 0.45% | −310−5.4% | Reduced |
| Exchange Traded Concepts, LLC | 5,375 | $641.2K | 0.01% | +564+11.7% | Added |
| Weatherly Asset Management L. P. | 5,365 | $640.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,363 | $639.8K | 0.07% | −216−3.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,348 | $638.0K | 0.04% | −413−7.2% | Reduced |
| Everpar Advisors LLC | 5,346 | $637.8K | 0.29% | +1,560+41.2% | Added |
| Westhampton Capital, LLC | 5,340 | $637.1K | 0.33% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,328 | $635.7K | 0.49% | −111−2.0% | Reduced |
| Norden Group LLC | 5,304 | $632.7K | 0.07% | −813−13.3% | Reduced |
| Baring Financial LLC | 5,284 | $630.4K | 0.47% | −50−0.9% | Reduced |
| Callan Family Office, LLC | 5,274 | $629.2K | 0.02% | +2,228+73.1% | Added |
| Endeavor Private Wealth, Inc. | 5,237 | $624.8K | 0.30% | −554−9.6% | Reduced |
| Walleye Capital LLC | 5,195 | $619.8K | 0.01% | −699−11.9% | Reduced |
| Net Worth Advisory Group | 5,184 | $618.4K | 0.14% | +730+16.4% | Added |
| Symphony Financial, Ltd. Co. | 5,243 | $617.5K | 0.08% | +5,243 | New |
| Pallas Capital Advisors LLC | 5,168 | $616.5K | 0.02% | +1,502+41.0% | Added |
| Rexford Capital Inc | 5,151 | $614.5K | 0.51% | +5,151 | New |
| 5T Wealth, LLC | 5,144 | $613.7K | 0.31% | −318−5.8% | Reduced |
| Financial Advocates Investment Management | 5,140 | $613.2K | 0.05% | −5,052−49.6% | Reduced |
| Worth Financial Advisory Group, LLC | 5,103 | $608.8K | 0.37% | −150−2.9% | Reduced |
| Linscomb & Williams, Inc. | 5,090 | $607.2K | 0.03% | −88−1.7% | Reduced |
| Cornerstone Wealth Group, LLC | 5,082 | $606.3K | 0.05% | +126+2.5% | Added |
| Rosenberg Matthew Hamilton | 5,047 | $602.1K | 0.14% | −428−7.8% | Reduced |
| Vanguard Capital Wealth Advisors | 5,045 | $601.8K | 0.60% | +2,829+127.7% | Added |
| Petros Family Wealth, LLC | 5,040 | $601.3K | 0.55% | −69−1.4% | Reduced |
| Premier Path Wealth Partners, LLC | 5,021 | $599.0K | 0.08% | −193−3.7% | Reduced |
| Leonteq Securities AG | 5,021 | $599.0K | 0.04% | +1,072+27.1% | Added |
| Augustine Asset Management Inc | 5,013 | $598.1K | 0.16% | −9−0.2% | Reduced |
| Cito Capital Group, LLC | 5,000 | $597.0K | 0.21% | +2,000+66.7% | Added |
| Hennessy Advisors Inc | 5,000 | $596.5K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $596.5K | 0.05% | +5,000 | New |
| Garrison Point Advisors, LLC | 4,980 | $594.1K | 0.27% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,958 | $591.4K | 0.11% | +146+3.0% | Added |
| Venturi Wealth Management, LLC | 4,949 | $590.4K | 0.03% | +891+22.0% | Added |
| CFS Investment Advisory Services, LLC | 4,913 | $586.0K | 0.05% | +173+3.6% | Added |
| Kuhn & Co Investment Counsel | 4,903 | $585.0K | 0.44% | +935+23.6% | Added |
| Financial Advisory Service, Inc. | 4,882 | $582.4K | 0.04% | +25+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 4,880 | $582.1K | 0.11% | +20.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,550 | $575.2K | 0.23% | +11+0.2% | Added |
| Skopos Labs, Inc. | 4,805 | $573.2K | 0.08% | +1,536+47.0% | Added |
| AlphaCore Capital LLC | 4,782 | $570.4K | 0.02% | +2,866+149.6% | Added |
| Armor Investment Advisors, LLC | 4,781 | $570.3K | 0.22% | −317−6.2% | Reduced |
| Investors Research Corp | 4,776 | $569.8K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,760 | $568.0K | 0.39% | +1,306+37.8% | Added |
| Charter Trust Co | 4,738 | $565.2K | 0.04% | −36−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,729 | $564.2K | 0.07% | −472−9.1% | Reduced |
| Advisor OS, LLC | 4,723 | $563.4K | 0.06% | +854+22.1% | Added |
| Autumn Glory Partners, LLC | 4,690 | $559.5K | 0.26% | +199+4.4% | Added |
| AMG National Trust Bank | 4,682 | $558.6K | 0.01% | −2,143−31.4% | Reduced |
| Larson Financial Group LLC | 4,678 | $558.1K | 0.02% | −1,768−27.4% | Reduced |