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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 4,335 | $589.6K | 0.34% | −300−6.5% | Reduced |
| Patron Partners Advisors, LLC | 4,342 | $590.6K | 0.27% | +425+10.9% | Added |
| Adviser Investments LLC | 4,342 | $590.6K | 0.01% | +896+26.0% | Added |
| Focus Financial Network, Inc. | 4,387 | $596.7K | 0.02% | +10.0% | Added |
| Evoke Wealth, LLC | 4,387 | $596.8K | 0.01% | +728+19.9% | Added |
| Palisade Asset Management, LLC | 4,388 | $596.9K | 0.06% | −15−0.3% | Reduced |
| Whittier Trust Co | 4,516 | $600.7K | 0.01% | +193+4.5% | Added |
| Whalerock Point Partners, LLC | 4,420 | $601.2K | 0.12% | +680+18.2% | Added |
| Peregrine Asset Advisers, Inc. | 4,430 | $602.6K | 0.18% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,437 | $603.4K | 0.01% | −31−0.7% | Reduced |
| Net Worth Advisory Group | 4,441 | $604.0K | 0.17% | −743−14.3% | Reduced |
| Bennett Associates Wealth Management | 4,448 | $605.0K | 0.44% | −112−2.5% | Reduced |
| Veracity Capital LLC | 4,461 | $606.8K | 0.20% | −216−4.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,578 | $608.9K | 0.22% | +28+0.6% | Added |
| Guardian Wealth Management, Inc. | 4,482 | $609.6K | 0.36% | −64−1.4% | Reduced |
| Merrion Investment Management Co, LLC | 4,500 | $612.1K | 0.35% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,507 | $613.0K | 0.16% | +37+0.8% | Added |
| Quest Partners LLC | 4,523 | $615.2K | 0.04% | +23+0.5% | Added |
| Connecticut Wealth Management, LLC | 4,530 | $616.2K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,559 | $620.1K | 0.05% | −164−3.5% | Reduced |
| Trust Co of Vermont | 4,562 | $620.5K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,566 | $621.1K | 0.05% | +1,381+43.4% | Added |
| LVM Capital Management Ltd | 4,595 | $625.0K | 0.06% | −50−1.1% | Reduced |
| EntryPoint Capital, LLC | 4,595 | $625.0K | 0.24% | +4,595 | New |
| Charter Trust Co | 4,612 | $627.3K | 0.04% | −126−2.7% | Reduced |
| Annex Advisory Services, LLC | 4,613 | $627.5K | 0.01% | −1,414−23.5% | Reduced |
| KCM Investment Advisors LLC | 4,636 | $630.5K | 0.02% | +74+1.6% | Added |
| Everhart Financial Group, Inc. | 4,648 | $632.2K | 0.06% | +1,253+36.9% | Added |
| AMG National Trust Bank | 4,682 | $636.8K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,690 | $637.9K | 0.26% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 4,700 | $639.3K | 0.03% | −1,390−22.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,721 | $642.1K | 0.08% | −8−0.2% | Reduced |
| NVWM, LLC | 4,725 | $642.8K | 0.14% | +176+3.9% | Added |
| Investors Research Corp | 4,776 | $649.6K | 0.12% | 00.0% | Unchanged |
| Dearborn Partners LLC | 4,815 | $655.0K | 0.03% | +332+7.4% | Added |
| Armor Investment Advisors, LLC | 4,855 | $660.4K | 0.21% | +74+1.5% | Added |
| J. Safra Sarasin Holding AG | 4,875 | $663.1K | 0.01% | +566+13.1% | Added |
| Financial Advisory Service, Inc. | 4,879 | $663.7K | 0.04% | −3−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,938 | $671.7K | 0.05% | +2,328+89.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,948 | $673.0K | 0.10% | −523−9.6% | Reduced |
| Evergreen Capital Management LLC | 4,958 | $674.4K | 0.02% | +475+10.6% | Added |
| Massmutual Trust Co FSB | 4,966 | $675.5K | 0.02% | −932−15.8% | Reduced |
| Garrison Point Advisors, LLC | 4,980 | $677.4K | 0.28% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 4,981 | $677.5K | 0.12% | +101+2.1% | Added |
| LRT Capital Management, LLC | 4,986 | $678.2K | 0.45% | −17,043−77.4% | Reduced |
| Cito Capital Group, LLC | 5,000 | $680.0K | 0.20% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 5,000 | $680.1K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $680.1K | 0.05% | 00.0% | Unchanged |
| Moment Partners, LLC | 5,009 | $681.4K | 0.12% | +51+1.0% | Added |
| Augustine Asset Management Inc | 5,013 | $681.9K | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,037 | $685.1K | 0.03% | +88+1.8% | Added |
| Rosenberg Matthew Hamilton | 5,047 | $686.5K | 0.15% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,056 | $687.7K | 0.04% | +1,301+34.6% | Added |
| Rexford Capital Inc | 5,057 | $687.9K | 0.53% | −94−1.8% | Reduced |
| Tradewinds, LLC. | 5,063 | $688.7K | 0.17% | +5,063 | New |
| Purkiss Capital Advisors LLC | 5,072 | $689.8K | 0.33% | +824+19.4% | Added |
| Callan Family Office, LLC | 5,072 | $689.9K | 0.02% | −202−3.8% | Reduced |
| Worth Financial Advisory Group, LLC | 5,084 | $691.5K | 0.39% | −19−0.4% | Reduced |
| Rathbone Brothers plc | 5,085 | $691.7K | 0.00% | −700−12.1% | Reduced |
| Cornerstone Wealth Group, LLC | 5,091 | $692.5K | 0.05% | +9+0.2% | Added |
| CFS Investment Advisory Services, LLC | 5,135 | $693.1K | 0.05% | +222+4.5% | Added |
| Linscomb & Williams, Inc. | 5,096 | $693.2K | 0.03% | +6+0.1% | Added |
| Old North State Trust, LLC | 5,112 | $695.0K | 0.42% | +352+7.4% | Added |
| Simplicity Wealth,LLC | 5,125 | $697.1K | 0.04% | +641+14.3% | Added |
| Checchi Capital Advisers, LLC | 5,142 | $699.4K | 0.05% | −479−8.5% | Reduced |
| Syon Capital LLC | 5,153 | $700.9K | 0.04% | +1,312+34.2% | Added |
| Baring Financial LLC | 5,184 | $705.1K | 0.48% | −100−1.9% | Reduced |
| Volterra Technologies LP | 5,191 | $706.1K | 0.47% | +5,191 | New |
| Atlas Legacy Advisors, LLC | 5,197 | $706.9K | 0.14% | +543+11.7% | Added |
| 5T Wealth, LLC | 5,203 | $707.7K | 0.31% | +59+1.1% | Added |
| Joel Isaacson & Co., LLC | 5,217 | $709.6K | 0.03% | +2,000+62.2% | Added |
| FORA Capital, LLC | 5,238 | $712.5K | 0.13% | +5,238 | New |
| Bank of Hawaii | 5,275 | $717.5K | 0.04% | −730−12.2% | Reduced |
| Valley Brook Capital Group | 5,276 | $717.7K | 0.48% | −474−8.2% | Reduced |
| Weatherly Asset Management L. P. | 5,281 | $718.3K | 0.06% | −84−1.6% | Reduced |
| Trust Co of Toledo NA | 5,285 | $718.9K | 0.07% | −78−1.5% | Reduced |
| Basepoint Wealth LLC | 5,303 | $721.3K | 0.51% | −25−0.5% | Reduced |
| Westhampton Capital, LLC | 5,340 | $726.3K | 0.35% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,465 | $726.9K | 0.02% | −68−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,348 | $727.4K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,357 | $728.7K | 0.29% | +11+0.2% | Added |
| Davis Investment Partners, LLC | 5,421 | $729.5K | 0.25% | −509−8.6% | Reduced |
| Ci Investments Inc. | 5,368 | $730.0K | 0.00% | −15,058−73.7% | Reduced |
| Essex Savings Bank | 5,373 | $730.8K | 0.16% | −17−0.3% | Reduced |
| Doheny Asset Management | 5,379 | $732.0K | 0.46% | 00.0% | Unchanged |
| Montecito Bank & Trust | 5,402 | $734.8K | 0.11% | +5,402 | New |
| Tred Avon Family Wealth, LLC | 5,414 | $736.4K | 0.25% | +5,414 | New |
| Endeavor Private Wealth, Inc. | 5,448 | $741.2K | 0.23% | +211+4.0% | Added |
| Petros Family Wealth, LLC | 5,451 | $741.5K | 0.62% | +411+8.2% | Added |
| Bridges Investment Management Inc | 5,467 | $743.6K | 0.01% | +1,010+22.7% | Added |
| Norden Group LLC | 5,517 | $750.4K | 0.08% | +213+4.0% | Added |
| Essex Financial Services, Inc. | 5,521 | $750.9K | 0.04% | +57+1.0% | Added |
| Caerus Investment Advisors, LLC | 5,534 | $752.7K | 0.31% | +5,534 | New |
| LVZ Advisors, Inc. | 5,563 | $756.7K | 0.09% | −80−1.4% | Reduced |
| Machina Capital S.A.S. | 5,564 | $756.8K | 0.13% | −14,670−72.5% | Reduced |
| Whitener Capital Management, Inc. | 5,594 | $760.9K | 0.18% | +60+1.1% | Added |
| Abundance Wealth Counselors | 5,608 | $762.8K | 0.13% | +141+2.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,616 | $763.9K | 0.33% | −162−2.8% | Reduced |
| Drucker Wealth 3.0, LLC | 5,642 | $767.4K | 0.14% | +2,368+72.3% | Added |
| Pinnacle Financial Partners Inc | 5,648 | $768.2K | 0.02% | −1,175−17.2% | Reduced |