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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).

Q3 2025 vs. Q2 2025

How the institutions holding Phillips 66 changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of PSX: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,765261,838+99
Shares314.9M4.74M306.1M−4.10M (−1.3%)
Value$37.4B$565.0M$41.6B+$4.79B (+13.0%)

26 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (209)

Institutions that held Phillips 66 at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 209 by value.

Institutions new to PSX in Q3 2025
InstitutionSharesValue% of portfolio
Ossiam318,377$43.3M0.56%
Acadian Asset Management LLC254,181$34.6M0.06%
Rakuten Investment Management, Inc.108,874$22.2M0.09%
Credit Agricole S A147,734$20.1M0.07%
Qube Research & Technologies Ltd129,132$17.6M0.02%
Renaissance Technologies LLC86,950$11.8M0.02%
Aquatic Capital Management LLC73,971$10.1M0.19%
AXA Investment Managers S.A.64,816$8.82M0.02%
CIBC Bancorp USA Inc.55,874$7.60M0.05%
Fiera Capital Corp41,651$5.67M0.02%
Man Group plc39,730$5.40M0.01%
Shorepoint Capital Partners LLC39,657$5.39M1.07%
Arrowstreet Capital, Limited Partnership33,734$4.59M0.00%
Bridgewater Associates, LP27,323$3.72M0.01%
Caxton Associates LLP24,128$3.28M0.09%
Simplex Trading, LLC23,082$3.14M0.07%
Icon Advisers Inc23,000$3.13M0.68%
CAPROCK Group, Inc.17,895$2.41M0.06%
Munich Reinsurance Co Stock Corp in Munich17,601$2.39M0.06%
Birch Financial Group, LLC16,134$2.19M1.29%
Jane Street Group, LLC14,853$2.02M0.00%
Jump Financial, LLC14,545$1.98M0.03%
Allstate Corp14,381$1.96M0.04%
Nkcfo LLC14,325$1.95M0.59%
Krilogy Financial LLC14,148$1.92M0.07%
ISAM Funds (UK) Ltd13,214$1.80M0.37%
Sustainable Insight Capital Management, LLC11,951$1.63M0.51%
Lighthouse Investment Partners, LLC11,933$1.62M0.06%
Monetta Financial Services Inc10,100$1.37M0.96%
Virtue Asset Management LLC9,126$1.24M1.02%
BTG Pactual Asset Management US LLC9,011$1.23M0.14%
Stevens Capital Management LP8,833$1.20M0.16%
Inceptionr LLC7,271$989.0K0.24%
Klingman & Associates, LLC7,106$966.6K0.05%
Corsicana & Co.7,102$966.0K0.54%
VCI Wealth Management LLC7,027$955.8K0.29%
Tema ETFs LLC6,911$940.0K0.08%
Atom Investors LP6,377$867.4K0.07%
Financiere des Professionnels - Fonds d,investissement inc.5,792$787.8K0.05%
XTX Topco Ltd5,769$784.7K0.04%
Caerus Investment Advisors, LLC5,534$752.7K0.31%
Tred Avon Family Wealth, LLC5,414$736.4K0.25%
Montecito Bank & Trust5,402$734.8K0.11%
FORA Capital, LLC5,238$712.5K0.13%
Volterra Technologies LP5,191$706.1K0.47%
Tradewinds, LLC.5,063$688.7K0.17%
EntryPoint Capital, LLC4,595$625.0K0.24%
Headlands Technologies LLC4,300$584.9K0.05%
Denali Advisors LLC4,118$560.1K0.06%
Virtu Financial LLC4,120$560.0K0.03%
Marathon Strategic Advisors, LLC4,059$552.1K0.44%
Sivia Capital Partners, LLC4,008$545.2K0.15%
Abner Herrman & Brock LLC4,000$544.0K0.06%
waypoint wealth counsel3,799$516.7K0.20%
Two Sigma Advisers, LP3,700$503.3K0.00%
Catalyst Funds Management Pty Ltd3,600$489.7K0.07%
National Wealth Management Group, LLC3,590$488.3K0.18%
Schnieders Capital Management, LLC.3,508$477.2K0.09%
Journey Advisory Group, LLC3,450$469.3K0.03%
Jackson Thornton Asset Management, LLC3,563$467.8K0.05%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,408$463.6K0.05%
Tennessee Valley Asset Management Partners3,395$461.8K0.06%
Vista Cima Wealth Management LLC3,368$458.1K0.38%
Asahi Life Asset Management Co., Ltd.3,227$438.9K0.24%
Ethos Financial Group, LLC3,084$419.5K0.03%
Bellecapital International Ltd.3,083$419.4K0.07%
Waddell & Associates, LLC2,909$395.7K0.03%
Triad Wealth Partners, LLC2,772$377.1K0.05%
Investment Research Partners LLC2,720$375.3K0.17%
Hudson Bay Capital Management LP2,654$361.0K0.00%
ClearAlpha Technologies LP2,644$359.6K0.98%
Banyan Capital Management, Inc.2,595$353.0K0.16%
Ascent Group, LLC2,589$352.2K0.01%
Capital Performance Advisors LLP2,382$324.0K0.05%
Kera Capital Partners, Inc.2,257$307.0K0.05%
Qsemble Capital Management, LP2,246$305.5K0.03%
Tributary Capital Management, LLC2,245$305.4K0.03%
BIP Wealth, LLC2,233$303.7K0.02%
Corton Capital Inc.2,084$283.5K0.70%
Baker Avenue Asset Management, LP2,080$282.9K0.01%
Calton & Associates, Inc.2,054$279.3K0.04%
Clark Capital Management Group, Inc.2,034$276.7K0.00%
Versor Investments LP2,000$272.0K0.05%
Paradigm Financial Partners, LLC2,000$272.0K0.03%
Petrus Trust Company, LTA1,994$271.2K0.03%
Cookson Peirce & Co Inc1,993$271.1K0.01%
Live Oak Private Wealth LLC1,991$270.8K0.04%
Ritholtz Wealth Management1,878$255.4K0.00%
SFMG, LLC1,859$252.9K0.02%
Verus Capital Partners, LLC1,844$250.8K0.02%
Keating Investment Counselors Inc1,837$249.9K0.07%
Trust Co of Virginia1,832$249.2K0.02%
Requisite Capital Management, LLC1,831$249.1K0.04%
Northwest Wealth Management, LLC1,815$246.8K0.04%
WBH Advisory Inc1,810$246.2K0.02%
a16z Perennial Management, L.P.1,804$245.4K0.02%
Retirement Planning Group1,803$245.3K0.01%
Whetstone Capital Advisors, LLC1,797$244.4K0.07%
NovaPoint Capital, LLC1,767$240.3K0.06%
Touchstone Capital, Inc.1,745$237.4K0.12%

Sold out (110)

Institutions that held Phillips 66 at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 110 by value.

Institutions that sold out of PSX in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
SIR Capital Management, L.P.120,803$14.4M
Steamboat Capital Partners, LLC97,743$11.7M
AXA S.A.69,696$8.31M
Voloridge Investment Management, LLC69,219$8.26M
Entropy Technologies, LP60,756$7.25M
HITE Hedge Asset Management LLC39,372$4.70M
Sienna Gestion41,182$4.49M
Natixis31,422$3.75M
Elo Mutual Pension Insurance Co31,235$3.73M
GeoSphere Capital Management, LLC30,000$3.58M
Magnetar Financial LLC21,358$2.55M
Cohen & Steers, Inc.20,983$2.50M
Engine Capital Management, LP20,000$2.39M
F/M Investments LLC18,066$2.16M
Oak Thistle LLC14,756$1.76M
M&G Plc13,103$1.56M
Centiva Capital, LP12,570$1.50M
Soundwatch Capital LLC1,430,039$1.42M
Schonfeld Strategic Advisors LLC11,393$1.36M
SummitTX Capital, L.P.10,928$1.30M
Erste Asset Management GmbH10,620$1.27M
Mariner Investment Group LLC10,000$1.19M
Ontario Teachers Pension Plan Board9,657$1.15M
Mirae Asset Securities (USA) Inc.8,923$1.06M
49 Wealth Management, LLC8,639$1.03M
Dynamic Technology Lab Private Ltd8,569$1.02M
GTS Securities LLC7,655$913.2K
V-Square Quantitative Management LLC7,513$896.3K
Bayforest Capital Ltd7,190$857.8K
AlphaStar Capital Management, LLC7,067$843.0K
Oddo BHF Asset Management SAS7,062$842.5K
Portman Square Capital LLP6,584$785.5K
Sherbrooke Park Advisers LLC6,231$743.4K
Capstone Investment Advisors, LLC5,656$674.8K
Financial Advocates Investment Management5,140$613.2K
Scientech Research LLC3,059$364.9K
Verity Asset Management, Inc.3,054$364.3K
McIntyre Freedman & Flynn Investment Advisers Inc2,925$349.0K
Sovran Advisors, LLC2,491$323.8K
West Paces Advisors Inc.2,670$318.5K
Aigen Investment Management, LP2,628$313.5K
111 Capital2,536$302.5K
Jefferies Financial Group Inc.2,500$298.3K
B&D White Capital Company, LLC2,400$286.3K
Fieldview Capital Management, LLC2,354$280.8K
Hurlow Wealth Management Group, Inc.2,323$277.1K
Farmers & Merchants Trust Co of Long Beach2,296$273.9K
Foronjy Financial LLC2,280$272.0K
Two Sigma Securities, LLC2,143$255.7K
Signal Advisors Wealth, LLC2,120$252.9K
Orleans Capital Management Corp2,117$252.6K
Lifeworks Advisors, LLC2,079$248.0K
Defender Capital, LLC.2,036$242.9K
KLCM Advisors, Inc.2,025$241.6K
Fiducient Advisors LLC2,000$238.6K
MBB Public Markets I LLC1,988$237.2K
Frisch Financial Group, Inc.1,989$237.0K
City Center Advisors, LLC1,961$233.9K
ASB Consultores, LLC1,951$232.8K
Optas, LLC1,888$225.2K
Avestar Capital, LLC1,883$224.6K
Delta Investment Management, LLC1,813$216.2K
Fulcrum Equity Management1,787$213.2K
Spring Capital Management, LLC1,767$210.8K
Archford Capital Strategies, LLC1,750$208.8K
Harbour Trust & Investment Management Co1,741$207.7K
GeoWealth Management, LLC1,515$180.7K
Lazard Asset Management LLC1,253$149.0K
Y.D. More Investments Ltd1,147$136.8K
Westchester Capital Management, LLC1,100$131.2K
Crossingbridge Advisors, LLC1,000$119.3K
Beacon Capital Management, LLC874$104.2K
Garde Capital, Inc.872$104.0K
Horizon Bancorp Inc750$89.0K
Olistico Wealth, LLC729$87.0K
Maseco LLP676$80.6K
Kestra Investment Management, LLC584$72.1K
Kiker Wealth Management, LLC557$66.5K
MorganRosel Wealth Management, LLC546$65.1K
Capula Management Ltd502$59.9K
Livelsberger Financial Advisory449$53.6K
Putney Financial Group LLC427$50.9K
Traub Capital Management LLC362$43.2K
Legend Financial Advisors, Inc.350$41.8K
Bellwether Advisors, LLC329$39.3K
Transce3nd, LLC321$38.3K
Twin Peaks Wealth Advisors, LLC317$38.1K
Hoese & Co LLP302$36.0K
Pinpoint Asset Management (Singapore) Pte. Ltd.266$31.7K
Wood Tarver Financial Group, LLC260$31.0K
BOK Financial Private Wealth, Inc.200$23.9K
Cetera Trust Company, N.A193$23.0K
ORG Wealth Partners, LLC176$21.7K
Opal Wealth Advisors, LLC169$20.2K
Sierra Ocean, LLC149$17.9K
Chung Wu Investment Group, LLC100$11.9K
HighMark Wealth Management LLC87$10.4K
Mid-American Wealth Advisory Group, Inc.72$8.59K
Park Square Financial Group, LLC68$8.11K
Financial Connections Group, Inc.62$7.00K

Not filed for Q3 2025 yet (26)

Institutions that held Phillips 66 at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank4,390,231$523.8M
Avantax Advisory Services, Inc.95,431$11.4M
Congress Wealth Management LLC82,691$9.87M
CIBC World Markets Corp51,272$6.12M
Northeast Financial Consultants Inc32,220$3.84M
Moser Wealth Advisors, LLC17,541$2.09M
Atria Wealth Solutions, Inc.15,868$1.91M
EP Wealth Advisors, LLC11,721$1.40M
J. W. Coons Advisors, LLC8,108$967.3K
Cobler Capital Management, LLC4,011$484.6K
Schnieders Capital Management LLC3,508$418.5K
Prairie Sky Financial Group LLC3,480$415.1K
Hamilton Capital, LLC3,041$362.8K
Atlas Capital Advisors LLC2,771$330.6K
Good Life Advisors, LLC2,617$312.2K
Graypoint LLC2,512$299.7K
Capital Market Strategies LLC2,339$279.0K
TFG Advisers LLC2,189$261.2K
Forte Capital LLC2,175$259.5K
First Horizon Advisors, Inc.1,062$126.8K
Financial Gravity Companies, Inc.397$47.4K
PrairieView Partners, LLC383$45.0K
Iron Horse Wealth Management, LLC82$9.78K
Christopher J. Hasenberg, Inc50$5.96K
Semmax Financial Advisors Inc.27$3.25K
Parkworth Wealth Management, Inc.12$1.43K