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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 10,898 | $1.48M | 0.10% | +1,869+20.7% | Added |
| Horizon Investments, LLC | 10,942 | $1.49M | 0.02% | +2,153+24.5% | Added |
| Umpqua Bank | 11,552 | $1.50M | 0.42% | +375+3.4% | Added |
| Snowden Capital Advisors LLC | 11,014 | $1.50M | 0.04% | −909−7.6% | Reduced |
| Sowell Financial Services LLC | 11,105 | $1.51M | 0.06% | −1,069−8.8% | Reduced |
| Wahed Invest LLC | 11,151 | $1.52M | 0.21% | +69+0.6% | Added |
| Infrastructure Capital Advisors, LLC | 11,167 | $1.52M | 0.19% | −24,154−68.4% | Reduced |
| Chicago Partners Investment Group LLC | 11,375 | $1.52M | 0.04% | +3,371+42.1% | Added |
| Mount Yale Investment Advisors, LLC | 11,231 | $1.53M | 0.11% | +8,976+398.0% | Added |
| Bangor Savings Bank | 11,265 | $1.53M | 0.13% | −15−0.1% | Reduced |
| Donoghue Forlines LLC | 11,316 | $1.54M | 0.47% | −863−7.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,340 | $1.54M | 0.46% | +33+0.3% | Added |
| Wetherby Asset Management Inc | 11,347 | $1.54M | 0.06% | −166−1.4% | Reduced |
| Parcion Private Wealth LLC | 11,358 | $1.54M | 0.10% | +1,364+13.6% | Added |
| Citizens Financial Group Inc | 11,364 | $1.55M | 0.02% | +2,304+25.4% | Added |
| FourThought Financial Partners, LLC | 11,378 | $1.55M | 0.14% | +103+0.9% | Added |
| Westwood Holdings Group Inc. | 11,464 | $1.56M | 0.01% | +3,324+40.8% | Added |
| Moneta Group Investment Advisors LLC | 11,493 | $1.56M | 0.01% | −774−6.3% | Reduced |
| Shelton Capital Management | 11,508 | $1.57M | 0.03% | −77−0.7% | Reduced |
| Wedmont Private Capital | 11,886 | $1.57M | 0.06% | +452+4.0% | Added |
| Red Cedar Investment Management, LLC | 11,596 | $1.58M | 0.18% | 00.0% | Unchanged |
| Fruth Investment Management | 11,623 | $1.58M | 0.43% | −550−4.5% | Reduced |
| Jacobi Capital Management LLC | 11,793 | $1.60M | 0.10% | +181+1.6% | Added |
| Clearstead Advisors, LLC | 11,802 | $1.61M | 0.02% | −3,080−20.7% | Reduced |
| Pensionmark Financial Group, LLC | 11,808 | $1.61M | 0.03% | +537+4.8% | Added |
| Dynamic Advisor Solutions LLC | 11,810 | $1.61M | 0.05% | −103−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,812 | $1.61M | 0.02% | +200+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,836 | $1.61M | 0.01% | +3,044+34.6% | Added |
| Bessemer Group Inc | 11,882 | $1.62M | 0.00% | −1,107−8.5% | Reduced |
| Edgestream Partners, L.P. | 11,893 | $1.62M | 0.05% | −29,618−71.3% | Reduced |
| Lighthouse Investment Partners, LLC | 11,933 | $1.62M | 0.06% | +11,933 | New |
| Meeder Advisory Services, Inc. | 11,943 | $1.62M | 0.08% | +1,262+11.8% | Added |
| Sustainable Insight Capital Management, LLC | 11,951 | $1.63M | 0.51% | +11,951 | New |
| Pathway Financial Advisers, LLC | 11,991 | $1.63M | 0.47% | +58+0.5% | Added |
| Spears Abacus Advisors LLC | 12,031 | $1.64M | 0.03% | −734−5.8% | Reduced |
| Evercore Wealth Management, LLC | 12,034 | $1.64M | 0.02% | −1,082−8.2% | Reduced |
| IHT Wealth Management, LLC | 12,042 | $1.64M | 0.04% | +86+0.7% | Added |
| Carret Asset Management, LLC | 12,225 | $1.66M | 0.16% | −899−6.9% | Reduced |
| Vinva Investment Management Ltd | 12,095 | $1.66M | 0.03% | −161−1.3% | Reduced |
| Crescent Sterling, Ltd. | 12,307 | $1.67M | 1.76% | −634−4.9% | Reduced |
| Hancock Whitney Corp | 12,364 | $1.68M | 0.03% | −38−0.3% | Reduced |
| Brighton Jones LLC | 12,396 | $1.69M | 0.04% | +6,555+112.2% | Added |
| Bleakley Financial Group, LLC | 12,397 | $1.69M | 0.04% | −805−6.1% | Reduced |
| Independent Financial Group, LLC | 12,434 | $1.69M | 0.04% | +164+1.3% | Added |
| Tweedy, Browne Co LLC | 12,502 | $1.70M | 0.15% | −372−2.9% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.71M | 0.36% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 12,606 | $1.71M | 1.65% | −807−6.0% | Reduced |
| Flavin Financial Services, Inc. | 12,682 | $1.73M | 1.23% | +2,237+21.4% | Added |
| QRG Capital Management, Inc. | 12,721 | $1.73M | 0.02% | −1,319−9.4% | Reduced |
| Rowland & Co Investment Counsel | 12,768 | $1.74M | 0.34% | +70+0.6% | Added |
| Quadrature Capital Ltd | 12,866 | $1.75M | 0.02% | −27,406−68.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,880 | $1.75M | 0.03% | −118−0.9% | Reduced |
| RFG Advisory, LLC | 12,963 | $1.76M | 0.04% | +5,933+84.4% | Added |
| Gateway Investment Advisers LLC | 13,155 | $1.79M | 0.02% | −2,285−14.8% | Reduced |
| Harbour Investment Management LLC | 13,213 | $1.80M | 0.78% | −1,075−7.5% | Reduced |
| ISAM Funds (UK) Ltd | 13,214 | $1.80M | 0.37% | +13,214 | New |
| Hennion & Walsh Asset Management, Inc. | 13,228 | $1.80M | 0.07% | −278−2.1% | Reduced |
| Balyasny Asset Management LLC | 13,247 | $1.80M | 0.00% | +3,482+35.7% | Added |
| Neo Ivy Capital Management | 13,274 | $1.81M | 0.44% | −9,220−41.0% | Reduced |
| Paragon Capital Management LLC | 13,292 | $1.81M | 0.87% | +168+1.3% | Added |
| Energy Income Partners, LLC | 13,323 | $1.81M | 0.03% | −469−3.4% | Reduced |
| CWC Advisors, LLC. | 13,351 | $1.82M | 0.89% | +80+0.6% | Added |
| Private Capital Management, LLC | 13,401 | $1.82M | 0.17% | +20.0% | Added |
| Equitable Holdings, Inc. | 13,445 | $1.83M | 0.01% | +17+0.1% | Added |
| Nicholson Wealth Management Group, LLC | 13,456 | $1.83M | 1.07% | +369+2.8% | Added |
| Groupama Asset Managment | 13,593 | $1.85M | 0.03% | −7,358−35.1% | Reduced |
| Everett Harris & Co | 13,620 | $1.85M | 0.02% | −872−6.0% | Reduced |
| NFJ Investment Group, LLC | 13,627 | $1.85M | 0.06% | −136−1.0% | Reduced |
| Harvest Portfolios Group Inc. | 13,697 | $1.86M | 0.03% | −892−6.1% | Reduced |
| Logan Capital Management Inc | 13,715 | $1.87M | 0.08% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 13,733 | $1.87M | 1.09% | +1,188+9.5% | Added |
| First Interstate Bank | 13,938 | $1.90M | 0.10% | +12,000+619.2% | Added |
| YHB Investment Advisors, Inc. | 13,968 | $1.90M | 0.14% | +496+3.7% | Added |
| Apollon Wealth Management, LLC | 13,990 | $1.90M | 0.03% | −1,136−7.5% | Reduced |
| Segment Wealth Management, LLC | 14,021 | $1.91M | 0.11% | +99+0.7% | Added |
| Haverford Trust Co | 14,087 | $1.92M | 0.02% | −79−0.6% | Reduced |
| TD Private Client Wealth LLC | 14,088 | $1.92M | 0.04% | −8,301−37.1% | Reduced |
| GAMMA Investing LLC | 14,095 | $1.92M | 0.11% | +1,564+12.5% | Added |
| Krilogy Financial LLC | 14,148 | $1.92M | 0.07% | +14,148 | New |
| Ashton Thomas Private Wealth, LLC | 14,142 | $1.92M | 0.05% | +2,930+26.1% | Added |
| Marion Wealth Management | 14,172 | $1.93M | 0.46% | +31+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.93M | 0.21% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,225 | $1.93M | 0.18% | −525−3.6% | Reduced |
| South State Corp. | 14,241 | $1.94M | 0.09% | −923−6.1% | Reduced |
| Brevan Howard Capital Management LP | 14,300 | $1.95M | 0.03% | −23,692−62.4% | Reduced |
| Nkcfo LLC | 14,325 | $1.95M | 0.59% | +14,325 | New |
| Allstate Corp | 14,381 | $1.96M | 0.04% | +14,381 | New |
| Stephens Inc | 14,413 | $1.96M | 0.02% | −36−0.2% | Reduced |
| Jump Financial, LLC | 14,545 | $1.98M | 0.03% | +14,545 | New |
| Curbstone Financial Management Corp | 14,604 | $1.99M | 0.38% | +50+0.3% | Added |
| Integrated Wealth Concepts LLC | 14,621 | $1.99M | 0.02% | +2,767+23.3% | Added |
| Toroso Investments, LLC | 14,664 | $1.99M | 0.01% | −4,479−23.4% | Reduced |
| Capital Advisors Inc | 14,706 | $2.00M | 0.03% | +66+0.5% | Added |
| RMR Wealth Builders | 14,710 | $2.00M | 0.17% | −6,866−31.8% | Reduced |
| Great Valley Advisor Group, Inc. | 14,713 | $2.00M | 0.04% | +73+0.5% | Added |
| Exeter Financial, LLC | 14,725 | $2.00M | 0.87% | 00.0% | Unchanged |
| Burney Co | 14,767 | $2.01M | 0.06% | +64+0.4% | Added |
| Avantax Planning Partners, Inc. | 14,779 | $2.01M | 0.06% | −1,677−10.2% | Reduced |
| Jane Street Group, LLC | 14,853 | $2.02M | 0.00% | +14,853 | New |
| Gamco Investors, Inc. Et Al | 14,858 | $2.02M | 0.02% | −2,052−12.1% | Reduced |