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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 14,874 | $2.02M | 0.05% | −285−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,890 | $2.03M | 0.01% | −1,253−7.8% | Reduced |
| River Wealth Advisors LLC | 14,970 | $2.04M | 0.24% | −883−5.6% | Reduced |
| Wilkins Investment Counsel Inc | 15,118 | $2.06M | 0.29% | −600−3.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,160 | $2.06M | 0.37% | −639−4.0% | Reduced |
| Great Lakes Retirement, Inc. | 15,366 | $2.09M | 0.23% | +2,101+15.8% | Added |
| Mattern Wealth Management LLC | 15,398 | $2.09M | 0.42% | −383−2.4% | Reduced |
| Vise Technologies, Inc. | 15,569 | $2.12M | 0.08% | −1,962−11.2% | Reduced |
| Caldwell Trust Co | 15,607 | $2.12M | 0.20% | +1,023+7.0% | Added |
| TBH Global Asset Management, LLC | 15,607 | $2.12M | 0.41% | −26−0.2% | Reduced |
| Empirical Finance, LLC | 15,651 | $2.13M | 0.10% | +125+0.8% | Added |
| Omers Administration Corp | 15,652 | $2.13M | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 15,658 | $2.13M | 0.04% | +73+0.5% | Added |
| PFG Investments, LLC | 15,745 | $2.14M | 0.11% | −203−1.3% | Reduced |
| William B. Walkup & Associates, Inc. | 15,761 | $2.14M | 1.15% | +99+0.6% | Added |
| Ethic Inc. | 15,859 | $2.16M | 0.04% | +2,512+18.8% | Added |
| Koshinski Asset Management, Inc. | 15,958 | $2.17M | 0.15% | +1,177+8.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,998 | $2.18M | 0.00% | −176,255−91.7% | Reduced |
| Keystone Wealth Services, LLC | 16,008 | $2.18M | 0.48% | −110−0.7% | Reduced |
| Private Management Group Inc | 16,109 | $2.19M | 0.07% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 16,134 | $2.19M | 1.29% | +16,134 | New |
| Neville Rodie & Shaw Inc | 16,203 | $2.20M | 0.16% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 14,885 | $2.21M | 0.10% | −226−1.5% | Reduced |
| Profund Advisors LLC | 16,401 | $2.23M | 0.07% | +93+0.6% | Added |
| Nomura Holdings Inc | 16,439 | $2.24M | 0.01% | +4,993+43.6% | Added |
| HBK Sorce Advisory LLC | 17,289 | $2.24M | 0.06% | −81−0.5% | Reduced |
| Bank Ozk | 16,484 | $2.24M | 0.79% | +1,696+11.5% | Added |
| Herold Advisors, Inc. | 16,503 | $2.24M | 0.52% | +1,031+6.7% | Added |
| La Banque Postale Asset Management SA | 16,690 | $2.27M | 0.03% | −281−1.7% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.27M | 0.21% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 16,783 | $2.28M | 0.01% | +11,286+205.3% | Added |
| Auxier Asset Management | 16,878 | $2.30M | 0.32% | −125−0.7% | Reduced |
| Tiaa Trust, National Association | 16,904 | $2.30M | 0.01% | −510−2.9% | Reduced |
| Cobblestone Capital Advisors LLC | 16,926 | $2.30M | 0.11% | +75+0.4% | Added |
| Synovus Financial Corp | 16,925 | $2.30M | 0.03% | −909−5.1% | Reduced |
| Stock Yards Bank & Trust Co | 16,945 | $2.30M | 0.07% | −1,935−10.2% | Reduced |
| Wisconsin Capital Management LLC | 16,980 | $2.31M | 1.18% | −50−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,014 | $2.31M | 0.03% | −661−3.7% | Reduced |
| First National Advisers, LLC | 17,028 | $2.32M | 0.31% | +5,621+49.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.33M | 0.18% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,130 | $2.33M | 0.01% | −486−2.8% | Reduced |
| Vident Advisory, LLC | 17,158 | $2.33M | 0.02% | +1,094+6.8% | Added |
| Clifford Swan Investment Counsel LLC | 17,252 | $2.35M | 0.08% | −20.0% | Reduced |
| DRW Securities, LLC | 17,294 | $2.35M | 0.12% | −50.0% | Reduced |
| Mutual Advisors, LLC | 17,321 | $2.35M | 0.05% | +63+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,311 | $2.35M | 0.02% | +692+4.2% | Added |
| First National Bank of Omaha | 17,330 | $2.36M | 0.15% | +4,944+39.9% | Added |
| International Assets Investment Management, LLC | 19,194 | $2.36M | 0.19% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,437 | $2.37M | 0.06% | −19,465−52.7% | Reduced |
| XML Financial, LLC | 17,441 | $2.37M | 0.19% | −100−0.6% | Reduced |
| Regions Financial Corp | 17,469 | $2.38M | 0.02% | −1,972−10.1% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 17,601 | $2.39M | 0.06% | +17,601 | New |
| Atria Investments LLC | 17,624 | $2.40M | 0.03% | −3,532−16.7% | Reduced |
| Quantbot Technologies LP | 17,699 | $2.41M | 0.07% | +1,779+11.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $2.41M | 0.06% | −324−1.8% | Reduced |
| CAPROCK Group, Inc. | 17,895 | $2.41M | 0.06% | +17,895 | New |
| Walleye Capital LLC | 17,826 | $2.42M | 0.02% | +12,631+243.1% | Added |
| Intech Investment Management LLC | 17,961 | $2.44M | 0.02% | −2,902−13.9% | Reduced |
| Huntleigh Advisors, Inc. | 17,991 | $2.45M | 0.42% | +667+3.9% | Added |
| Procyon Private Wealth Partners, LLC | 18,059 | $2.46M | 0.15% | −1,988−9.9% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.47M | 1.06% | 00.0% | Unchanged |
| City Holding Co | 18,243 | $2.48M | 0.31% | −699−3.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,352 | $2.50M | 0.03% | −1,054−5.4% | Reduced |
| Allworth Financial LP | 18,414 | $2.50M | 0.01% | +1,855+11.2% | Added |
| New Mexico Educational Retirement Board | 18,428 | $2.51M | 0.08% | −900−4.7% | Reduced |
| Summit Financial, LLC | 18,443 | $2.51M | 0.04% | −132−0.7% | Reduced |
| PFW Advisors LLC | 18,488 | $2.51M | 0.74% | −69−0.4% | Reduced |
| Patten & Patten Inc | 18,498 | $2.52M | 0.15% | −56−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,549 | $2.52M | 0.03% | −7,463−28.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,727 | $2.55M | 0.07% | −239−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 18,855 | $2.56M | 0.03% | +1,048+5.9% | Added |
| Sonora Investment Management Group, LLC | 18,861 | $2.57M | 0.18% | −424−2.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,978 | $2.58M | 0.75% | −241−1.3% | Reduced |
| Cresset Asset Management, LLC | 19,171 | $2.61M | 0.01% | +867+4.7% | Added |
| Banque Cantonale Vaudoise | 19,420 | $2.64M | 0.10% | −431−2.2% | Reduced |
| Securian Asset Management, Inc | 19,516 | $2.65M | 0.07% | −1,785−8.4% | Reduced |
| Becker Capital Management Inc | 19,555 | $2.66M | 0.08% | −203−1.0% | Reduced |
| SWS Partners | 19,604 | $2.67M | 0.65% | +1,006+5.4% | Added |
| Brookstone Capital Management | 19,688 | $2.68M | 0.03% | −442−2.2% | Reduced |
| Farther Finance Advisors, LLC | 19,747 | $2.69M | 0.04% | +5,201+35.8% | Added |
| New Age Alpha Advisors, LLC | 19,976 | $2.72M | 0.11% | −1,718−7.9% | Reduced |
| Maryland State Retirement & Pension System | 20,151 | $2.74M | 0.06% | +337+1.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,252 | $2.75M | 1.16% | −125−0.6% | Reduced |
| Intrust Bank NA | 20,390 | $2.77M | 0.23% | +548+2.8% | Added |
| First Nebraska Trust Co | 20,418 | $2.78M | 0.25% | −75−0.4% | Reduced |
| Hilltop Holdings Inc. | 20,458 | $2.78M | 0.15% | −6,220−23.3% | Reduced |
| Gulf International Bank (UK) Ltd | 20,530 | $2.79M | 0.09% | −382−1.8% | Reduced |
| Somerset Trust Co | 20,639 | $2.81M | 0.87% | +154+0.8% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,661 | $2.81M | 1.38% | +348+1.7% | Added |
| Crossmark Global Holdings, Inc. | 20,730 | $2.82M | 0.04% | +84+0.4% | Added |
| KMG Fiduciary Partners, LLC | 20,758 | $2.82M | 0.19% | +389+1.9% | Added |
| Midwest Trust Co | 20,794 | $2.83M | 0.04% | −97−0.5% | Reduced |
| Argyle Capital Management Inc. | 20,867 | $2.84M | 0.98% | 00.0% | Unchanged |
| DCM Advisors, LLC | 20,935 | $2.85M | 1.20% | −919−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,939 | $2.85M | 0.05% | −553−2.6% | Reduced |
| Summit Trail Advisors, LLC | 20,980 | $2.85M | 0.04% | +1,615+8.3% | Added |
| Candriam Luxembourg S.C.A. | 21,081 | $2.87M | 0.02% | −3,441−14.0% | Reduced |
| Louisiana State Employees Retirement System | 21,200 | $2.88M | 0.05% | −300−1.4% | Reduced |
| Geneos Wealth Management Inc. | 21,258 | $2.89M | 0.07% | −796−3.6% | Reduced |
| Fifth Third Bancorp | 21,290 | $2.90M | 0.01% | −533−2.4% | Reduced |