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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 21,295 | $2.90M | 0.10% | −142−0.7% | Reduced |
| Americana Partners, LLC | 21,414 | $2.91M | 0.09% | −539−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,427 | $2.91M | 0.03% | +165+0.8% | Added |
| Riverview Capital Advisers, LLC | 21,473 | $2.92M | 0.84% | +225+1.1% | Added |
| Silvercrest Asset Management Group LLC | 21,489 | $2.92M | 0.02% | −1,428−6.2% | Reduced |
| Cheviot Value Management, LLC | 22,135 | $2.96M | 0.31% | −350−1.6% | Reduced |
| Exencial Wealth Advisors, LLC | 21,823 | $2.97M | 0.10% | +237+1.1% | Added |
| Equitable Trust Co | 21,932 | $2.98M | 0.14% | +711+3.4% | Added |
| McDonald Partners LLC | 21,943 | $2.98M | 0.89% | −10,130−31.6% | Reduced |
| Janus Henderson Group PLC | 22,037 | $3.00M | 0.00% | −4,117−15.7% | Reduced |
| Azzad Asset Management Inc | 22,188 | $3.02M | 0.30% | +746+3.5% | Added |
| Community Bank, N.A. | 22,407 | $3.05M | 0.37% | −220−1.0% | Reduced |
| Catherine Avery Investment Management LLC | 22,863 | $3.11M | 2.00% | +692+3.1% | Added |
| Wedbush Securities Inc | 22,941 | $3.12M | 0.10% | +7,092+44.7% | Added |
| NorthCrest Asset Manangement, LLC | 23,586 | $3.12M | 0.07% | +4,209+21.7% | Added |
| Icon Advisers Inc | 23,000 | $3.13M | 0.68% | +23,000 | New |
| Steel Peak Wealth Management LLC | 23,029 | $3.13M | 0.11% | −12,048−34.3% | Reduced |
| Ameritas Investment Partners, Inc. | 23,046 | $3.13M | 0.10% | −1,002−4.2% | Reduced |
| Simplex Trading, LLC | 23,082 | $3.14M | 0.07% | +23,082 | New |
| Tocqueville Asset Management L.P. | 23,246 | $3.16M | 0.05% | −128−0.5% | Reduced |
| Investment Management Corp of Ontario | 23,513 | $3.20M | 0.05% | +13,512+135.1% | Added |
| Catalytic Wealth RIA, LLC | 23,590 | $3.21M | 0.11% | +11,902+101.8% | Added |
| RSM US Wealth Management LLC | 23,644 | $3.22M | 0.04% | +227+1.0% | Added |
| Hartford Investment Management Co | 23,657 | $3.22M | 0.10% | −899−3.7% | Reduced |
| First Manhattan Co | 23,754 | $3.23M | 0.01% | −93−0.4% | Reduced |
| Merit Financial Group, LLC | 23,820 | $3.24M | 0.03% | +7,335+44.5% | Added |
| Rockline Wealth Management, LLC | 23,914 | $3.25M | 0.67% | +844+3.7% | Added |
| Caxton Associates LLP | 24,128 | $3.28M | 0.09% | +24,128 | New |
| Johnson Investment Counsel Inc | 24,429 | $3.32M | 0.03% | −504−2.0% | Reduced |
| Baxter Bros Inc | 24,665 | $3.35M | 0.39% | −1,402−5.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,696 | $3.36M | 0.91% | +552+2.3% | Added |
| Ramirez Asset Management, Inc. | 25,002 | $3.40M | 0.47% | +2,440+10.8% | Added |
| Kentucky Retirement Systems | 25,594 | $3.48M | 0.10% | −857−3.2% | Reduced |
| Davenport & Co LLC | 25,991 | $3.54M | 0.02% | +313+1.2% | Added |
| Citizens National Bank Trust Department | 26,187 | $3.56M | 0.64% | −80−0.3% | Reduced |
| Principle Wealth Partners LLC | 26,204 | $3.56M | 0.21% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 26,339 | $3.58M | 0.80% | +14,049+114.3% | Added |
| Parsons Capital Management Inc | 26,370 | $3.59M | 0.20% | +20.0% | Added |
| Norinchukin Bank, The | 26,749 | $3.64M | 0.05% | +387+1.5% | Added |
| Central Trust Co | 26,850 | $3.65M | 0.08% | +19+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,997 | $3.67M | 0.01% | −12,504−31.7% | Reduced |
| Thrivent Financial for Lutherans | 27,136 | $3.69M | 0.01% | −15,069−35.7% | Reduced |
| Brinker Capital Investments, LLC | 27,271 | $3.71M | 0.03% | −615−2.2% | Reduced |
| Bridgewater Associates, LP | 27,323 | $3.72M | 0.01% | +27,323 | New |
| Beacon Pointe Advisors, LLC | 27,417 | $3.73M | 0.03% | +100.0% | Added |
| Sendero Wealth Management, LLC | 27,567 | $3.75M | 0.44% | +777+2.9% | Added |
| Beacon Financial Group | 27,839 | $3.79M | 0.37% | −1,708−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 28,034 | $3.81M | 0.04% | −259−0.9% | Reduced |
| Diversified Trust Co | 28,088 | $3.82M | 0.08% | +23,850+562.8% | Added |
| Metis Global Partners, LLC | 28,136 | $3.83M | 0.09% | +800+2.9% | Added |
| Cardinal Capital Management | 28,205 | $3.84M | 0.53% | +273+1.0% | Added |
| German American Bancorp, Inc. | 28,752 | $3.91M | 0.35% | +900+3.2% | Added |
| Voleon Capital Management LP | 28,855 | $3.92M | 0.10% | +11,873+69.9% | Added |
| Mizuho Securities USA LLC | 29,434 | $3.93M | 0.08% | +1,278+4.5% | Added |
| Kintayl Capital LP | 29,270 | $3.98M | 2.73% | −5,821−16.6% | Reduced |
| Wolverine Trading, LLC | 28,946 | $3.98M | 0.08% | −3,437−10.6% | Reduced |
| Ellerson Group Inc | 29,657 | $4.03M | 2.51% | +235+0.8% | Added |
| First American Bank | 30,033 | $4.09M | 0.26% | +81+0.3% | Added |
| Virginia Wealth Management Group, Inc. | 30,419 | $4.14M | 2.38% | +573+1.9% | Added |
| Sequoia Financial Advisors, LLC | 30,676 | $4.17M | 0.03% | +571+1.9% | Added |
| Colonial Trust Co | 30,798 | $4.19M | 0.56% | −1,762−5.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,827 | $4.19M | 0.08% | +3,649+13.4% | Added |
| Glass Wealth Management Co LLC | 31,099 | $4.23M | 1.89% | +3,365+12.1% | Added |
| Benjamin Edwards Inc | 31,213 | $4.25M | 0.05% | +335+1.1% | Added |
| Everence Capital Management Inc | 31,328 | $4.26M | 0.26% | +5,868+23.0% | Added |
| OP Asset Management Ltd | 31,338 | $4.26M | 0.06% | −11,072−26.1% | Reduced |
| Buckingham Strategic Partners | 31,009 | $4.28M | 0.05% | +19,288+164.6% | Added |
| Vontobel Holding Ltd. | 32,007 | $4.35M | 0.01% | −2,397−7.0% | Reduced |
| Fort Point Capital Partners LLC | 32,013 | $4.35M | 0.56% | −186−0.6% | Reduced |
| Fundamentun, LLC | 32,286 | $4.39M | 0.18% | +629+2.0% | Added |
| Pinnacle Associates Ltd | 32,367 | $4.40M | 0.06% | +110.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $4.42M | 1.12% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 32,736 | $4.45M | 0.07% | +1,058+3.3% | Added |
| Chatham Capital Group, Inc. | 32,775 | $4.46M | 0.64% | −1,280−3.8% | Reduced |
| Nations Financial Group Inc, | 32,804 | $4.46M | 0.28% | −1,335−3.9% | Reduced |
| Independent Advisor Alliance | 32,847 | $4.47M | 0.12% | +2,256+7.4% | Added |
| HB Wealth Management, LLC | 33,029 | $4.49M | 0.03% | +2,290+7.4% | Added |
| Meyer Handelman Co | 33,272 | $4.53M | 0.14% | −4,450−11.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,565 | $4.57M | 0.35% | +11,672+53.3% | Added |
| Martin Capital Partners, LLC | 33,727 | $4.59M | 1.78% | −431−1.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 33,734 | $4.59M | 0.00% | +33,734 | New |
| Opus Investment Management Inc | 33,800 | $4.60M | 2.85% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 33,845 | $4.60M | 0.02% | −1,614−4.6% | Reduced |
| Sterling Capital Management LLC | 33,939 | $4.62M | 0.07% | −2,726−7.4% | Reduced |
| Concurrent Investment Advisors, LLC | 33,988 | $4.62M | 0.08% | +3,275+10.7% | Added |
| Community Bank & Trust, Waco, Texas | 34,261 | $4.66M | 0.96% | +304+0.9% | Added |
| Generali Asset Management SPA SGR | 34,641 | $4.71M | 0.10% | −1,933−5.3% | Reduced |
| Kesler, Norman & Wride, LLC | 41,468 | $4.72M | 0.93% | −107−0.3% | Reduced |
| Brady Family Wealth, LLC | 34,753 | $4.73M | 1.46% | −2,727−7.3% | Reduced |
| Invesco, LLC | 34,757 | $4.73M | 1.60% | −104−0.3% | Reduced |
| Prospera Financial Services Inc | 34,787 | $4.73M | 0.08% | −5,549−13.8% | Reduced |
| Cary Street Partners Financial LLC | 35,000 | $4.76M | 0.12% | −609−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 35,378 | $4.81M | 0.19% | −684−1.9% | Reduced |
| Umb Bank N A | 36,141 | $4.92M | 0.07% | +53+0.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 36,168 | $4.92M | 0.65% | −310−0.8% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $4.96M | 0.44% | 00.0% | Unchanged |
| KBC Group NV | 36,565 | $4.97M | 0.01% | +1,222+3.5% | Added |
| Colonial Trust Advisors | 36,593 | $4.98M | 0.38% | −3,470−8.7% | Reduced |
| Ancora Advisors, LLC | 36,806 | $5.01M | 0.10% | −81−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 36,862 | $5.01M | 0.14% | −2,780−7.0% | Reduced |