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 |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 37,021 | $5.04M | 0.10% | +34,991+1,723.7% | Added |
| United Capital Financial Advisers, LLC | 37,211 | $5.06M | 0.04% | +1,046+2.9% | Added |
| SevenBridge Financial Group, LLC | 36,870 | $5.09M | 0.84% | +3,151+9.3% | Added |
| Farmers & Merchants Investments Inc | 37,517 | $5.10M | 0.14% | +52+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 37,854 | $5.15M | 0.00% | +1,851+5.1% | Added |
| UniSuper Management Pty Ltd | 38,102 | $5.18M | 0.03% | +4,464+13.3% | Added |
| Commerzbank Aktiengesellschaft | 38,257 | $5.20M | 0.11% | +8,728+29.6% | Added |
| Montgomery Investment Management Inc | 38,997 | $5.30M | 1.87% | +10.0% | Added |
| San Luis Wealth Advisors LLC | 39,108 | $5.32M | 0.96% | −3,541−8.3% | Reduced |
| Huntington National Bank | 39,250 | $5.34M | 0.03% | +982+2.6% | Added |
| Alpha Omega Wealth Management LLC | 39,315 | $5.35M | 0.89% | +267+0.7% | Added |
| Park Avenue Securities LLC | 39,356 | $5.35M | 0.04% | −7,438−15.9% | Reduced |
| Shorepoint Capital Partners LLC | 39,657 | $5.39M | 1.07% | +39,657 | New |
| Man Group plc | 39,730 | $5.40M | 0.01% | +39,730 | New |
| Great Lakes Advisors, LLC | 39,939 | $5.43M | 0.05% | −195,715−83.1% | Reduced |
| Compass Wealth Management LLC | 40,052 | $5.45M | 1.22% | +860+2.2% | Added |
| Texas Yale Capital Corp. | 40,323 | $5.48M | 0.17% | +375+0.9% | Added |
| Altrius Capital Management Inc | 40,341 | $5.49M | 1.25% | +772+2.0% | Added |
| Dakota Wealth Management | 40,707 | $5.54M | 0.11% | −3,220−7.3% | Reduced |
| Arkadios Wealth Advisors | 41,035 | $5.58M | 0.14% | −1,820−4.2% | Reduced |
| Rothschild Investment LLC | 41,106 | $5.59M | 0.32% | +2,163+5.6% | Added |
| Warren Averett Asset Management, LLC | 41,366 | $5.63M | 0.06% | −6,648−13.8% | Reduced |
| Heritage Trust Co | 41,516 | $5.65M | 0.60% | +100+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,584 | $5.66M | 0.01% | +425+1.0% | Added |
| Fiera Capital Corp | 41,651 | $5.67M | 0.02% | +41,651 | New |
| Trajan Wealth LLC | 41,784 | $5.68M | 0.25% | +127+0.3% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.73M | 1.56% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 42,340 | $5.76M | 0.08% | +37+0.1% | Added |
| HM Payson & Co | 42,464 | $5.78M | 0.08% | +4,173+10.9% | Added |
| Canal Insurance CO | 42,500 | $5.78M | 1.23% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 42,516 | $5.78M | 0.67% | −14,802−25.8% | Reduced |
| King Luther Capital Management Corp | 42,542 | $5.79M | 0.02% | +64+0.2% | Added |
| State of Alaska, Department of Revenue | 43,325 | $5.89M | 0.06% | −2,551−5.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 43,380 | $5.90M | 0.63% | +3,400+8.5% | Added |
| Mutual of America Capital Management LLC | 43,798 | $5.96M | 0.06% | −2,920−6.3% | Reduced |
| Royal Fund Management, LLC | 44,687 | $6.08M | 0.75% | −4,830−9.8% | Reduced |
| Aptus Capital Advisors, LLC | 44,868 | $6.10M | 0.06% | +2,608+6.2% | Added |
| Level Four Advisory Services, LLC | 45,038 | $6.13M | 0.21% | −2,550−5.4% | Reduced |
| Atlantic Union Bankshares Corp | 45,046 | $6.13M | 0.12% | −1,113−2.4% | Reduced |
| Schroder Investment Management Group | 45,272 | $6.16M | 0.00% | −4,988−9.9% | Reduced |
| Disciplined Investments, LLC | 45,302 | $6.16M | 2.45% | −292−0.6% | Reduced |
| Stolper Co | 45,568 | $6.20M | 1.88% | −67−0.1% | Reduced |
| Pacer Advisors, Inc. | 45,790 | $6.23M | 0.02% | −1,831,915−97.6% | Reduced |
| Old National Bancorp | 45,832 | $6.23M | 0.11% | +831+1.8% | Added |
| Salem Investment Counselors Inc | 46,041 | $6.26M | 0.18% | +360+0.8% | Added |
| Oregon Public Employees Retirement Fund | 46,160 | $6.28M | 0.08% | +11,011+31.3% | Added |
| Leavell Investment Management, Inc. | 46,233 | $6.29M | 0.27% | −3,726−7.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $6.30M | 0.32% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 46,847 | $6.37M | 0.01% | −2,768−5.6% | Reduced |
| Wesbanco Bank Inc | 47,151 | $6.41M | 0.18% | −737−1.5% | Reduced |
| AlTi Global, Inc. | 47,653 | $6.48M | 0.15% | +3,024+6.8% | Added |
| Scissortail Wealth Management, LLC | 47,731 | $6.49M | 1.42% | −150.0% | Reduced |
| Lido Advisors, LLC | 47,769 | $6.50M | 0.03% | +3,159+7.1% | Added |
| Stablepoint Partners, LLC | 47,879 | $6.51M | 1.03% | +231+0.5% | Added |
| Commerce Bank | 48,270 | $6.57M | 0.04% | −1,362−2.7% | Reduced |
| Navellier & Associates Inc | 48,888 | $6.65M | 0.67% | +3,575+7.9% | Added |
| Macquarie Group Ltd | 49,819 | $6.78M | 0.01% | −38,761−43.8% | Reduced |
| Kornitzer Capital Management Inc | 49,949 | $6.79M | 0.14% | −853−1.7% | Reduced |
| RBF Capital, LLC | 50,000 | $6.80M | 0.31% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 50,067 | $6.81M | 0.97% | −297−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,294 | $6.84M | 0.06% | −9,992−16.6% | Reduced |
| Nissay Asset Management Corp | 50,978 | $6.93M | 0.04% | +507+1.0% | Added |
| Public Employees Retirement Association of Colorado | 51,579 | $7.02M | 0.03% | −2,926−5.4% | Reduced |
| NewSquare Capital LLC | 51,921 | $7.06M | 0.48% | −190−0.4% | Reduced |
| Advisors Asset Management, Inc. | 52,979 | $7.21M | 0.12% | +1,860+3.6% | Added |
| MAI Capital Management | 53,353 | $7.26M | 0.05% | +5,492+11.5% | Added |
| Woodline Partners LP | 53,410 | $7.26M | 0.03% | +9,338+21.2% | Added |
| Spirit of America Management Corp | 53,486 | $7.28M | 1.46% | −5,700−9.6% | Reduced |
| Strategic Planning Group, LLC | 53,972 | $7.34M | 0.99% | +14,870+38.0% | Added |
| J.W. Cole Advisors, Inc. | 54,539 | $7.42M | 0.14% | +1,357+2.6% | Added |
| New York Life Investment Management LLC | 54,910 | $7.47M | 0.07% | −543−1.0% | Reduced |
| Bank of Nova Scotia | 54,966 | $7.48M | 0.01% | +5,475+11.1% | Added |
| USS Investment Management Ltd | 55,077 | $7.49M | 0.04% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 55,874 | $7.60M | 0.05% | +55,874 | New |
| TD Waterhouse Canada Inc. | 56,433 | $7.60M | 0.05% | +1,899+3.5% | Added |
| NEOS Investment Management LLC | 56,059 | $7.63M | 0.06% | +16,361+41.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 56,236 | $7.65M | 1.49% | −574−1.0% | Reduced |
| JustInvest LLC | 56,241 | $7.66M | 0.08% | +3,294+6.2% | Added |
| Telos Capital Management, Inc. | 56,368 | $7.67M | 0.73% | +2,803+5.2% | Added |
| Oppenheimer & Co Inc | 56,858 | $7.73M | 0.09% | +20,742+57.4% | Added |
| Swiss Life Asset Management Ltd | 57,476 | $7.82M | 0.04% | +8,134+16.5% | Added |
| CIBC Asset Management Inc | 57,619 | $7.84M | 0.02% | −180.0% | Reduced |
| Yousif Capital Management, LLC | 57,655 | $7.84M | 0.08% | −3,746−6.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,958 | $7.88M | 0.02% | +8,568+17.3% | Added |
| Nordwand Advisors, LLC | 58,186 | $7.91M | 1.26% | +4,505+8.4% | Added |
| Cypress Capital Group | 58,327 | $7.93M | 0.95% | −489−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 58,403 | $7.94M | 0.03% | +10,326+21.5% | Added |
| British Columbia Investment Management Corp | 58,557 | $7.96M | 0.05% | −5,557−8.7% | Reduced |
| Brown Advisory Inc | 58,866 | $8.01M | 0.01% | +1,427+2.5% | Added |
| SRS Capital Advisors, Inc. | 62,302 | $8.47M | 0.12% | +60,586+3,530.7% | Added |
| Foundation Resource Management Inc | 62,869 | $8.55M | 1.23% | −64−0.1% | Reduced |
| Teacher Retirement System of Texas | 62,892 | $8.55M | 0.03% | −8,505−11.9% | Reduced |
| Kingsview Wealth Management, LLC | 64,042 | $8.71M | 0.13% | +21,458+50.4% | Added |
| Cambria Investment Management, L.P. | 64,520 | $8.78M | 0.53% | −4,434−6.4% | Reduced |
| Rodgers Brothers Inc. | 64,713 | $8.80M | 1.08% | −1,200−1.8% | Reduced |
| AXA Investment Managers S.A. | 64,816 | $8.82M | 0.02% | +64,816 | New |
| Susquehanna International Group, LLP | 65,463 | $8.90M | 0.01% | −50,179−43.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 65,605 | $8.92M | 0.07% | +3,784+6.1% | Added |
| Pathstone Holdings, LLC | 66,748 | $9.08M | 0.03% | +2,434+3.8% | Added |
| Osborne Partners Capital Management, LLC | 67,312 | $9.16M | 0.46% | +549+0.8% | Added |