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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 5,658 | $769.6K | 0.10% | +637+12.7% | Added |
| Tyche Wealth Partners LLC | 5,663 | $770.2K | 0.14% | −423−7.0% | Reduced |
| First National Bank & Trust Co of Newtown | 5,678 | $772.3K | 0.15% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,703 | $775.7K | 0.12% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,726 | $778.9K | 0.22% | −15−0.3% | Reduced |
| Danske Bank A/S | 5,739 | $780.6K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,756 | $782.9K | 0.05% | −52−0.9% | Reduced |
| XTX Topco Ltd | 5,769 | $784.7K | 0.04% | +5,769 | New |
| Coastal Bridge Advisors, LLC | 5,779 | $786.1K | 0.06% | −987−14.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $787.8K | 0.05% | +5,792 | New |
| Keynote Financial Services LLC | 5,825 | $792.3K | 0.48% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,852 | $796.0K | 0.02% | +119+2.1% | Added |
| Siemens Fonds Invest GmbH | 5,871 | $798.6K | 0.04% | −3,310−36.1% | Reduced |
| EPG Wealth Management LLC | 5,885 | $800.5K | 0.22% | +433+7.9% | Added |
| Group One Trading, L.P. | 5,906 | $803.3K | 0.02% | +4,639+366.1% | Added |
| Philip James Wealth Mangement, LLC | 5,926 | $806.1K | 0.09% | −398−6.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $807.7K | 0.14% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 5,957 | $810.3K | 0.05% | −677−10.2% | Reduced |
| AlphaCore Capital LLC | 5,967 | $811.6K | 0.03% | +1,185+24.8% | Added |
| Perigon Wealth Management, LLC | 5,994 | $815.4K | 0.02% | +2,271+61.0% | Added |
| Strategic Financial Services, Inc, | 5,997 | $815.7K | 0.04% | +20.0% | Added |
| Symphony Financial, Ltd. Co. | 6,049 | $819.0K | 0.10% | +806+15.4% | Added |
| Mission Wealth Management, LP | 6,050 | $822.9K | 0.02% | +28+0.5% | Added |
| Wealth Advisory Solutions, LLC | 6,069 | $825.5K | 0.20% | −40−0.7% | Reduced |
| Heck Capital Advisors, LLC | 6,124 | $833.0K | 0.06% | +75+1.2% | Added |
| Valmark Advisers, Inc. | 6,163 | $838.2K | 0.01% | −194−3.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,164 | $838.5K | 0.04% | +320+5.5% | Added |
| Atomi Financial Group, Inc. | 6,187 | $841.5K | 0.03% | +683+12.4% | Added |
| South Street Advisors LLC | 6,200 | $843.3K | 0.11% | +200+3.3% | Added |
| Allen Capital Group, LLC | 6,213 | $845.1K | 0.08% | +10+0.2% | Added |
| Sunbelt Securities, Inc. | 6,217 | $845.7K | 0.06% | +1,707+37.8% | Added |
| Prudential PLC | 6,219 | $845.9K | 0.01% | −4,380−41.3% | Reduced |
| 1st Source Bank | 6,221 | $846.2K | 0.04% | −34−0.5% | Reduced |
| Savvy Advisors, Inc. | 6,232 | $847.7K | 0.04% | +1,634+35.5% | Added |
| American Financial Group Inc | 6,250 | $850.1K | 0.33% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 6,266 | $852.3K | 0.02% | +21+0.3% | Added |
| Private Trust Co NA | 6,298 | $856.7K | 0.08% | −290−4.4% | Reduced |
| Peoples Bank | 6,299 | $856.8K | 0.53% | +10+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 6,374 | $867.0K | 0.07% | 00.0% | Unchanged |
| Atom Investors LP | 6,377 | $867.4K | 0.07% | +6,377 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,394 | $869.7K | 0.00% | +3,415+114.6% | Added |
| MCF Advisors LLC | 6,408 | $871.7K | 0.05% | −398−5.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,451 | $877.5K | 0.05% | −5,295−45.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,462 | $879.0K | 0.06% | +8+0.1% | Added |
| Probity Advisors, Inc. | 6,488 | $882.5K | 0.14% | +294+4.7% | Added |
| Miller Investment Management, LP | 6,500 | $884.1K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,516 | $886.3K | 0.36% | −74−1.1% | Reduced |
| Csenge Advisory Group | 6,552 | $891.2K | 0.04% | +857+15.0% | Added |
| Aviance Capital Partners, LLC | 6,573 | $894.1K | 0.11% | +4+0.1% | Added |
| America First Investment Advisors, LLC | 6,580 | $895.0K | 0.17% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,594 | $896.9K | 0.11% | −490−6.9% | Reduced |
| Confluence Wealth Services, Inc. | 6,609 | $899.0K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,643 | $903.6K | 0.01% | −13−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,658 | $905.6K | 0.18% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,658 | $905.6K | 0.04% | −172−2.5% | Reduced |
| Fairfield, Bush & Co. | 6,666 | $906.7K | 0.47% | −898−11.9% | Reduced |
| Ostrum Asset Management | 6,676 | $908.1K | 0.04% | −2,693−28.7% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $909.6K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,697 | $910.9K | 0.13% | +2,477+58.7% | Added |
| Nikko Asset Management Americas, Inc. | 6,704 | $911.9K | 0.01% | +655+10.8% | Added |
| Heritage Wealth Management, Inc. | 6,711 | $912.8K | 0.27% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,712 | $912.9K | 0.02% | −164−2.4% | Reduced |
| First National Trust Co | 6,740 | $916.8K | 0.03% | −363−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,765 | $920.2K | 0.03% | −2,926−30.2% | Reduced |
| Hunter Associates Investment Management LLC | 6,777 | $921.0K | 0.13% | −150−2.2% | Reduced |
| WealthTrust Axiom LLC | 6,848 | $931.4K | 0.25% | −374−5.2% | Reduced |
| Bridge Creek Capital Management LLC | 6,856 | $932.6K | 0.26% | −170−2.4% | Reduced |
| Boston Trust Walden Corp | 6,860 | $933.1K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,864 | $933.6K | 0.01% | −200−2.8% | Reduced |
| Cladis Investment Advisory, LLC | 6,878 | $935.5K | 0.54% | +10.0% | Added |
| HighPoint Advisor Group LLC | 6,884 | $936.3K | 0.04% | −723−9.5% | Reduced |
| Mather Group, LLC. | 6,911 | $940.0K | 0.01% | −65−0.9% | Reduced |
| Tema ETFs LLC | 6,911 | $940.0K | 0.08% | +6,911 | New |
| Carlson Capital L P | 7,000 | $952.1K | 0.54% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,009 | $953.5K | 0.15% | +4+0.1% | Added |
| Peapack Gladstone Financial Corp | 7,017 | $955.0K | 0.01% | +24+0.3% | Added |
| VCI Wealth Management LLC | 7,027 | $955.8K | 0.29% | +7,027 | New |
| David Loasby | 7,237 | $958.0K | 0.07% | +45+0.6% | Added |
| Corsicana & Co. | 7,102 | $966.0K | 0.54% | +7,102 | New |
| Klingman & Associates, LLC | 7,106 | $966.6K | 0.05% | +7,106 | New |
| Welch & Forbes LLC | 7,123 | $968.9K | 0.01% | +76+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $969.1K | 0.56% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,152 | $972.9K | 0.04% | +1,170+19.6% | Added |
| Cornerstone Advisors, LLC | 7,200 | $979.3K | 0.03% | −1,600−18.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,260 | $987.5K | 0.10% | −109−1.5% | Reduced |
| Inceptionr LLC | 7,271 | $989.0K | 0.24% | +7,271 | New |
| Exchange Traded Concepts, LLC | 7,276 | $989.7K | 0.01% | +1,901+35.4% | Added |
| Country Club Bank | 7,222 | $993.5K | 0.06% | −140−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,312 | $994.6K | 0.05% | +340+4.9% | Added |
| Fiduciary Group LLC | 7,454 | $1.01M | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 7,544 | $1.03M | 0.03% | −1,316−14.9% | Reduced |
| Wealthspire Advisors, LLC | 7,586 | $1.03M | 0.01% | −814−9.7% | Reduced |
| Bull Street Advisors, LLC | 7,606 | $1.03M | 0.48% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 7,629 | $1.04M | 0.04% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,695 | $1.05M | 0.84% | +2,650+52.5% | Added |
| ArrowMark Colorado Holdings LLC | 7,700 | $1.05M | 0.02% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 7,718 | $1.05M | 0.15% | −18,440−70.5% | Reduced |
| Raiffeisen Bank International AG | 7,641 | $1.05M | 0.01% | +3,269+74.8% | Added |
| MUFG Securities EMEA plc | 7,735 | $1.05M | 0.03% | +6,531+542.4% | Added |
| Lebenthal Global Advisors, LLC | 7,748 | $1.05M | 0.18% | +473+6.5% | Added |