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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Phillips 66 as of Sep 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
1,838
+99 vs. Q2 2025
Shares held
306.1M
−4.10M (−1.3%) vs. Q2 2025
Total value
$41.6B
+$4.79B (+13.0%) vs. Q2 2025
New holders
209
631 more added
Sold out
110
641 more reduced

26 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,838 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ3 2025: $41.6B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2025.

Institutions holding PSX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Planning Group LLC2$760.00%−207−99.0%Reduced
Turning Point Benefit Group, Inc.1$1340.00%+1New
St. Johns Investment Management Company, LLC1$1360.00%00.0%Unchanged
Atwood & Palmer Inc1$1370.00%00.0%Unchanged
Rakuten Securities, Inc.2$2720.00%−8−80.0%Reduced
Orion Capital Management LLC2$2720.00%+2New
E Fund Management (Hong Kong) Co., Ltd.3$4080.00%+3New
Davis Capital Management3$4080.00%+3New
Richardson Financial Services Inc.3$4080.00%+3New
Seneschal Advisors, LLC3$4090.00%+3New
DecisionPoint Financial, LLC4$5390.00%−500−99.2%Reduced
Breakwater Investment Management4$5450.00%+4New
Hughes Financial Services, LLC4$5550.00%+4New
Alerus Financial NA5$6800.00%−207−97.6%Reduced
IMA Wealth, Inc.5$6800.00%00.0%Unchanged
Texas Capital Bancshares Inc5$6800.00%+5New
IMG Wealth Management, Inc.8$1.09K0.00%+8New
Avalon Trust Co8$1.09K0.00%+8New
PayPay Securities Corp8$1.12K0.04%−3−27.3%Reduced
CBIZ Investment Advisory Services, LLC9$1.22K0.00%−316−97.2%Reduced
Aspect Partners, LLC10$1.36K0.00%00.0%Unchanged
Evergreen Private Wealth LLC13$1.77K0.00%−11−45.8%Reduced
HFM Investment Advisors, LLC13$1.77K0.00%00.0%Unchanged
Caitlin John, LLC13$1.77K0.00%+13New
Halbert Hargrove Global Advisors, LLC14$1.91K0.00%+14New
DHJJ Financial Advisors, Ltd.14$1.91K0.00%+14New
Core Alternative Capital16$2.18K0.00%−50−75.8%Reduced
Dunhill Financial, LLC16$2.19K0.00%00.0%Unchanged
Delta Asset Management LLC17$2.31K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC17$2.31K0.00%00.0%Unchanged
SWAN Capital LLC18$2.45K0.00%−19−51.4%Reduced
Accordant Advisory Group Inc20$2.72K0.00%+20New
Kilter Group LLC21$2.86K0.00%+5+31.3%Added
ZRC Wealth Management, LLC21$2.86K0.00%+21New
WealthCollab, LLC24$3.27K0.00%00.0%Unchanged
Valued Wealth Advisors LLC24$3.29K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC25$3.40K0.00%+5+25.0%Added
FSA Wealth Management LLC25$3.44K0.00%00.0%Unchanged
Pineridge Advisors LLC26$3.53K0.00%−9−25.7%Reduced
CGC Financial Services, LLC28$3.81K0.00%00.0%Unchanged
Penserra Capital Management LLC36$4.00K0.00%00.0%Unchanged
Thompson Investment Management, Inc.30$4.08K0.00%00.0%Unchanged
Tidemark, LLC31$4.22K0.00%00.0%Unchanged
Dogwood Wealth Management LLC32$4.35K0.00%−1−3.0%Reduced
Tradewinds Capital Management, LLC34$4.63K0.00%00.0%Unchanged
Horrell Capital Management, Inc.34$4.63K0.00%00.0%Unchanged
Westfuller Advisors, LLC35$4.69K0.00%+35New
Fiduciary Advisors, Inc.35$4.76K0.00%00.0%Unchanged
Guerra Advisors Inc36$4.93K0.00%+36New
DiNuzzo Private Wealth, Inc.37$4.94K0.00%+1+2.8%Added
Marquette Asset Management, LLC37$5.03K0.00%+37New
Groupe la Francaise46$5.39K0.00%+46New
Prudent Man Investment Management, Inc.50$5.70K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$5.71K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.42$5.71K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC42$5.71K0.01%00.0%Unchanged
Bare Financial Services, Inc45$6.12K0.00%00.0%Unchanged
RMG Wealth Management LLC51$6.55K0.00%00.0%Unchanged
Financial Freedom, LLC50$6.80K0.00%00.0%Unchanged
Accredited Wealth Management, LLC900$6.80K0.01%+850+1,700.0%Added
Noble Wealth Management PBC51$6.94K0.00%+51New
Anfield Capital Management, LLC53$7.21K0.00%00.0%Unchanged
Mascoma Wealth Management LLC54$7.34K0.00%+54New
Accent Capital Management, LLC57$7.75K0.00%+57New
Center for Financial Planning, Inc.57$7.75K0.00%00.0%Unchanged
Crewe Advisors LLC62$8.43K0.00%+17+37.8%Added
Abound Wealth Management65$8.87K0.00%00.0%Unchanged
Highline Wealth Partners LLC66$8.97K0.00%00.0%Unchanged
Lavaca Capital LLC66$8.98K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC67$9.11K0.01%+23+52.3%Added
Albion Financial Group67$9.11K0.00%00.0%Unchanged
North Capital, Inc.68$9.25K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC68$9.29K0.00%00.0%Unchanged
First Financial Corp69$9.38K0.00%00.0%Unchanged
Activest Wealth Management72$9.79K0.00%+7+10.8%Added
YANKCOM Partnership74$10.1K0.00%−106−58.9%Reduced
Hopwood Financial Services, Inc.75$10.2K0.01%00.0%Unchanged
BFSG, LLC75$10.2K0.00%+75New
Principia Wealth Advisory, LLC77$10.5K0.01%+2+2.7%Added
Keener Financial Planning LLC82$11.0K0.01%00.0%Unchanged
T. Rowe Price Investment Management, Inc.80$11.0K0.00%+80New
MPWM Advisory Solutions, LLC82$11.1K0.01%+1+1.2%Added
Alpine Bank Wealth Management83$11.3K0.00%00.0%Unchanged
IAG Wealth Partners, LLC85$11.6K0.00%00.0%Unchanged
Westend Capital Management, LLC86$11.7K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC86$11.8K0.00%+86New
Howard Hughes Medical Institute87$11.8K0.01%−2−2.2%Reduced
Financial Perspectives, Inc88$12.0K0.00%+25+39.7%Added
S&T Bank88$12.0K0.00%+49+125.6%Added
SOA Wealth Advisors, LLC.88$12.0K0.00%+1+1.1%Added
Blume Capital Management, Inc.91$12.4K0.00%00.0%Unchanged
Binnacle Investments Inc91$12.4K0.01%+68+295.7%Added
Raffa Wealth Management, LLC94$12.8K0.00%+20+27.0%Added
Western Pacific Wealth Management, LP95$12.9K0.01%00.0%Unchanged
High Note Wealth, LLC97$13.2K0.00%+1+1.0%Added
Sachetta, LLC97$13.2K0.00%+17+21.3%Added
Barrett & Company, Inc.100$13.6K0.00%00.0%Unchanged
Creative Capital Management Investments LLC100$13.6K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC100$13.6K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.107$14.6K0.01%+45+72.6%Added