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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 7,750 | $1.05M | 0.05% | −276−3.4% | Reduced |
| Diversify Advisory Services, LLC | 7,658 | $1.06M | 0.04% | +47+0.6% | Added |
| Van Hulzen Asset Management, LLC | 7,814 | $1.06M | 0.08% | +68+0.9% | Added |
| Arvest Bank Trust Division | 7,816 | $1.06M | 0.06% | −81−1.0% | Reduced |
| Navalign, LLC | 7,829 | $1.06M | 0.28% | +307+4.1% | Added |
| Cowa, LLC | 7,835 | $1.07M | 0.35% | 00.0% | Unchanged |
| SCS Capital Management LLC | 7,847 | $1.07M | 0.01% | −2,262−22.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,851 | $1.07M | 0.29% | −174−2.2% | Reduced |
| Westmount Partners, LLC | 7,941 | $1.07M | 0.28% | +30.0% | Added |
| Regal Investment Advisors LLC | 7,910 | $1.08M | 0.07% | +417+5.6% | Added |
| BWM Planning, LLC | 7,929 | $1.08M | 0.32% | 00.0% | Unchanged |
| Searle & Co. | 8,017 | $1.09M | 0.29% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,030 | $1.09M | 0.02% | +5,820+263.3% | Added |
| Resources Management Corp | 8,033 | $1.09M | 0.14% | −2,240−21.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,062 | $1.10M | 0.04% | +1,219+17.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,068 | $1.10M | 0.24% | −312−3.7% | Reduced |
| Barry Investment Advisors, LLC | 8,072 | $1.10M | 0.25% | −102−1.2% | Reduced |
| Creekmur Asset Management LLC | 8,085 | $1.10M | 0.18% | +516+6.8% | Added |
| EverSource Wealth Advisors, LLC | 8,088 | $1.10M | 0.04% | +1,230+17.9% | Added |
| Cidel Asset Management Inc | 8,103 | $1.10M | 0.06% | +391+5.1% | Added |
| AA Financial Advisors, LLC | 8,104 | $1.10M | 0.22% | +1,172+16.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,139 | $1.11M | 0.23% | +7,785+2,199.2% | Added |
| Stegent Equity Advisors, Inc. | 8,157 | $1.11M | 0.90% | −28−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,342 | $1.12M | 0.18% | +18+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 8,201 | $1.12M | 0.20% | −739−8.3% | Reduced |
| Glenview Trust Co | 8,235 | $1.12M | 0.02% | −714−8.0% | Reduced |
| JBR Co Financial Management Inc | 8,248 | $1.12M | 0.47% | +25+0.3% | Added |
| Naviter Wealth, LLC | 8,270 | $1.12M | 0.13% | +15+0.2% | Added |
| IFP Advisors, Inc | 8,293 | $1.13M | 0.03% | +544+7.0% | Added |
| Grimes & Company, Inc. | 8,323 | $1.13M | 0.03% | −17−0.2% | Reduced |
| Impact Capital Partners LLC | 8,323 | $1.13M | 0.34% | +770+10.2% | Added |
| Thoroughbred Financial Services, LLC | 8,391 | $1.14M | 0.07% | −87−1.0% | Reduced |
| MONECO Advisors, LLC | 8,389 | $1.14M | 0.10% | −48−0.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,405 | $1.14M | 0.21% | 00.0% | Unchanged |
| Argent Trust Co | 8,424 | $1.15M | 0.04% | −75−0.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,444 | $1.15M | 0.16% | +124+1.5% | Added |
| Fiduciary Trust Co | 8,473 | $1.15M | 0.01% | −126−1.5% | Reduced |
| Mystic Asset Management, Inc. | 8,543 | $1.16M | 0.26% | +160+1.9% | Added |
| Signaturefd, LLC | 8,709 | $1.18M | 0.02% | +82+1.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,765 | $1.19M | 0.03% | +268+3.2% | Added |
| Lowe Brockenbrough & Co Inc | 8,812 | $1.20M | 0.06% | −85−1.0% | Reduced |
| Icon Wealth Advisors, LLC | 8,816 | $1.20M | 0.08% | −3,643−29.2% | Reduced |
| Stevens Capital Management LP | 8,833 | $1.20M | 0.16% | +8,833 | New |
| Guyasuta Investment Advisors Inc | 8,836 | $1.20M | 0.07% | +16+0.2% | Added |
| National Asset Management, Inc. | 8,838 | $1.20M | 0.06% | −1,636−15.6% | Reduced |
| NewEdge Wealth, LLC | 8,844 | $1.20M | 0.02% | −1,458−14.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,869 | $1.21M | 0.04% | +59+0.7% | Added |
| Global Retirement Partners, LLC | 8,889 | $1.21M | 0.03% | −1,421−13.8% | Reduced |
| BTG Pactual Asset Management US LLC | 9,011 | $1.23M | 0.14% | +9,011 | New |
| Ingalls & Snyder LLC | 9,012 | $1.23M | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 9,030 | $1.23M | 0.59% | −150−1.6% | Reduced |
| Lee Danner & Bass Inc | 9,038 | $1.23M | 0.09% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 9,126 | $1.24M | 1.02% | +9,126 | New |
| Patten Group, Inc. | 9,133 | $1.24M | 0.24% | +1,497+19.6% | Added |
| Greenleaf Trust | 9,195 | $1.25M | 0.01% | −740−7.4% | Reduced |
| Pavion Blue Capital, LLC | 9,206 | $1.25M | 0.53% | −100−1.1% | Reduced |
| Poehling Capital Management, LLC | 9,260 | $1.26M | 0.26% | −151−1.6% | Reduced |
| Avidian Wealth Solutions, LLC | 9,277 | $1.26M | 0.05% | −392−4.1% | Reduced |
| Quadrant Capital Group LLC | 9,277 | $1.26M | 0.04% | +40.0% | Added |
| We Are One Seven, LLC | 9,335 | $1.27M | 0.03% | +2,410+34.8% | Added |
| Beacon Investment Advisors LLC | 9,341 | $1.27M | 0.52% | +19+0.2% | Added |
| Forum Financial Management, LP | 9,377 | $1.28M | 0.02% | +1,034+12.4% | Added |
| Adirondack Trust Co | 9,382 | $1.28M | 0.43% | −51−0.5% | Reduced |
| Fisher Asset Management, LLC | 9,381 | $1.28M | 0.00% | +1,661+21.5% | Added |
| Intrua Financial, LLC | 9,389 | $1.28M | 0.15% | +80+0.9% | Added |
| Clearbridge Investments, LLC | 9,452 | $1.29M | 0.00% | −23,406−71.2% | Reduced |
| Principal Securities, Inc. | 9,489 | $1.29M | 0.02% | −2,293−19.5% | Reduced |
| NorthRock Partners, LLC | 9,522 | $1.30M | 0.02% | +2,768+41.0% | Added |
| Manning & Napier Advisors LLC | 9,582 | $1.30M | 0.02% | −35,846−78.9% | Reduced |
| Cullinan Associates Inc | 9,639 | $1.31M | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,659 | $1.31M | 0.04% | −1,020−9.6% | Reduced |
| Inscription Capital, LLC | 9,722 | $1.32M | 0.14% | +1,224+14.4% | Added |
| TownSquare Capital, LLC | 9,782 | $1.33M | 0.20% | −2,033−17.2% | Reduced |
| Harfst & Associates, Inc. | 9,812 | $1.33M | 0.25% | +142+1.5% | Added |
| Jeppson Wealth Management, LLC | 9,819 | $1.34M | 0.43% | −450−4.4% | Reduced |
| Terry L. Blaker | 9,840 | $1.34M | 0.05% | −2,177−18.1% | Reduced |
| Wealthcare Advisory Partners LLC | 9,852 | $1.34M | 0.03% | −34−0.3% | Reduced |
| Smith, Moore & Co. | 9,968 | $1.36M | 0.10% | −40−0.4% | Reduced |
| Delta Financial Advisors LLC | 10,035 | $1.36M | 0.39% | +1,483+17.3% | Added |
| Parallel Advisors, LLC | 10,059 | $1.37M | 0.03% | +291+3.0% | Added |
| Redwood Investment Management, LLC | 10,062 | $1.37M | 0.15% | −4,613−31.4% | Reduced |
| Monetta Financial Services Inc | 10,100 | $1.37M | 0.96% | +10,100 | New |
| Smith Group Asset Management, LLC | 10,111 | $1.38M | 0.08% | +27+0.3% | Added |
| Foundations Investment Advisors, LLC | 10,125 | $1.38M | 0.02% | +2,196+27.7% | Added |
| Moors & Cabot, Inc. | 10,166 | $1.38M | 0.06% | −176−1.7% | Reduced |
| Verdence Capital Advisors LLC | 10,251 | $1.39M | 0.08% | +2,158+26.7% | Added |
| Tower Bridge Advisors | 10,248 | $1.39M | 0.14% | −10.0% | Reduced |
| SG Americas Securities, LLC | 10,289 | $1.40M | 0.01% | −138,507−93.1% | Reduced |
| Pallas Capital Advisors LLC | 10,388 | $1.41M | 0.05% | +5,220+101.0% | Added |
| Alta Capital Management LLC | 10,401 | $1.41M | 0.08% | −163−1.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 10,500 | $1.43M | 0.33% | +1,592+17.9% | Added |
| Bragg Financial Advisors, Inc | 10,518 | $1.43M | 0.05% | −591−5.3% | Reduced |
| Lokken Investment Group LLC | 10,604 | $1.44M | 0.50% | +369+3.6% | Added |
| CFM Wealth Partners LLC | 10,617 | $1.44M | 0.21% | +6+0.1% | Added |
| AE Wealth Management LLC | 10,676 | $1.45M | 0.01% | +43+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $1.46M | 0.10% | −498−4.4% | Reduced |
| DT Investment Partners, LLC | 10,736 | $1.46M | 0.12% | −11,874−52.5% | Reduced |
| Hilltop National Bank | 10,751 | $1.46M | 0.36% | +847+8.6% | Added |
| Legacy Financial Advisors, Inc. | 10,772 | $1.47M | 0.20% | +1,773+19.7% | Added |
| Squarepoint Ops LLC | 10,779 | $1.47M | 0.00% | −3,312−23.5% | Reduced |