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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 67,365 | $9.16M | 0.09% | −351−0.5% | Reduced |
| Advisors Capital Management, LLC | 67,687 | $9.21M | 0.11% | +1,488+2.2% | Added |
| IFM Investors Pty Ltd | 66,720 | $9.30M | 0.08% | +601+0.9% | Added |
| Jones Financial Companies LLLP | 67,596 | $9.41M | 0.01% | +11,158+19.8% | Added |
| Wealthfront Advisers LLC | 71,331 | $9.70M | 0.02% | −1,942−2.7% | Reduced |
| Calamos Advisors LLC | 71,944 | $9.79M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 72,012 | $9.80M | 0.11% | −59,504−45.2% | Reduced |
| Adell Harriman & Carpenter Inc | 72,950 | $9.92M | 0.60% | −225−0.3% | Reduced |
| Simmons Bank | 73,143 | $9.95M | 0.66% | −455−0.6% | Reduced |
| WSFS Capital Management, LLC | 73,403 | $9.98M | 0.50% | −723−1.0% | Reduced |
| Xponance, Inc. | 73,424 | $9.99M | 0.08% | +12,198+19.9% | Added |
| Visionary Wealth Advisors | 73,610 | $10.0M | 0.47% | −2,887−3.8% | Reduced |
| Aquatic Capital Management LLC | 73,971 | $10.1M | 0.19% | +73,971 | New |
| Gotham Asset Management, LLC | 74,675 | $10.2M | 0.04% | −47,395−38.8% | Reduced |
| Bokf, NA | 75,478 | $10.3M | 0.15% | +2,410+3.3% | Added |
| River Road Asset Management, LLC | 75,846 | $10.3M | 0.12% | +20,242+36.4% | Added |
| Advisory Services Network, LLC | 76,431 | $10.4M | 0.15% | −364−0.5% | Reduced |
| Amalgamated Bank | 77,833 | $10.6M | 0.08% | −1,672−2.1% | Reduced |
| Marco Investment Management LLC | 78,756 | $10.7M | 0.82% | +1,034+1.3% | Added |
| Illinois Municipal Retirement Fund | 79,040 | $10.8M | 0.14% | +7,464+10.4% | Added |
| Venture Visionary Partners LLC | 79,136 | $10.8M | 0.37% | +9,585+13.8% | Added |
| Walleye Trading LLC | 79,677 | $10.8M | 0.17% | +25,431+46.9% | Added |
| Heritage Investors Management Corp | 79,866 | $10.9M | 0.32% | −2,545−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 80,334 | $10.9M | 0.02% | +5,968+8.0% | Added |
| ProShare Advisors LLC | 80,675 | $11.0M | 0.02% | −8,391−9.4% | Reduced |
| DnB Asset Management AS | 82,048 | $11.2M | 0.04% | +3,021+3.8% | Added |
| Hamilton Capital Partners Inc. | 82,318 | $11.2M | 0.46% | +1,924+2.4% | Added |
| Skba Capital Management LLC | 84,535 | $11.5M | 1.59% | +100+0.1% | Added |
| Sanctuary Advisors, LLC | 84,595 | $11.5M | 0.07% | −14,135−14.3% | Reduced |
| Mercer Global Advisors Inc | 85,587 | $11.6M | 0.02% | +28,552+50.1% | Added |
| Daymark Wealth Partners, LLC | 85,657 | $11.7M | 0.40% | +1,074+1.3% | Added |
| State of Tennessee, Treasury Department | 85,969 | $11.7M | 0.04% | +11,581+15.6% | Added |
| Retirement Systems of Alabama | 86,207 | $11.7M | 0.04% | −1,218−1.4% | Reduced |
| Renaissance Technologies LLC | 86,950 | $11.8M | 0.02% | +86,950 | New |
| Viking Fund Management LLC | 87,000 | $11.8M | 1.43% | −5,000−5.4% | Reduced |
| American Century Companies Inc | 87,370 | $11.9M | 0.01% | +6,428+7.9% | Added |
| Daiwa Securities Group Inc. | 88,532 | $12.0M | 0.04% | +10,155+13.0% | Added |
| Pacific Heights Asset Management LLC | 90,000 | $12.2M | 0.54% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 92,159 | $12.5M | 0.46% | −11,411−11.0% | Reduced |
| Mattern Capital Management, LLC | 93,087 | $12.7M | 1.49% | −1,111−1.2% | Reduced |
| CCM Investment Advisers LLC | 94,085 | $12.8M | 1.26% | +3,991+4.4% | Added |
| Schwerin Boyle Capital Management Inc | 94,846 | $12.9M | 1.41% | −2,476−2.5% | Reduced |
| Richard C. Young & CO., LTD. | 95,538 | $13.0M | 1.21% | −2,710−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,045 | $13.2M | 0.07% | −2,881−2.9% | Reduced |
| Associated Banc-Corp | 97,406 | $13.2M | 0.35% | −787−0.8% | Reduced |
| GF Fund Management Co. Ltd. | 97,408 | $13.2M | 0.24% | −8,342−7.9% | Reduced |
| Oppenheimer Asset Management Inc. | 97,472 | $13.3M | 0.15% | +3,426+3.6% | Added |
| Guggenheim Capital LLC | 98,977 | $13.5M | 0.10% | +10,488+11.9% | Added |
| D.A. Davidson & Co. | 99,819 | $13.6M | 0.09% | +2,845+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 101,023 | $13.7M | 0.04% | +3,146+3.2% | Added |
| Eldred Rock Partners, LLC | 101,051 | $13.7M | 3.43% | +10,867+12.0% | Added |
| MetLife Investment Management | 101,706 | $13.8M | 0.07% | −3,438−3.3% | Reduced |
| Czech National Bank | 102,640 | $14.0M | 0.10% | +3,048+3.1% | Added |
| Verition Fund Management LLC | 103,027 | $14.0M | 0.08% | +36,444+54.7% | Added |
| CWM, LLC | 105,117 | $14.3M | 0.04% | +62,913+149.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,629 | $14.4M | 0.03% | +17,158+19.4% | Added |
| Steward Partners Investment Advisory, LLC | 105,874 | $14.4M | 0.08% | −2,301−2.1% | Reduced |
| Kempen Capital Management N.V. | 106,853 | $14.5M | 0.13% | −9,124−7.9% | Reduced |
| Kestra Private Wealth Services, LLC | 107,788 | $14.7M | 0.19% | +1,080+1.0% | Added |
| Verity & Verity, LLC | 108,225 | $14.7M | 1.18% | +2,122+2.0% | Added |
| Voya Investment Management LLC | 108,326 | $14.7M | 0.01% | −20,754−16.1% | Reduced |
| Public Sector Pension Investment Board | 108,669 | $14.8M | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 109,312 | $14.9M | 0.07% | −1,500−1.4% | Reduced |
| Kestra Advisory Services, LLC | 111,707 | $15.2M | 0.07% | +37,174+49.9% | Added |
| Aventail Capital Group, LP | 114,031 | $15.5M | 0.74% | −157,472−58.0% | Reduced |
| Gabelli Funds LLC | 114,900 | $15.6M | 0.11% | +500.0% | Added |
| Comerica Bank | 115,244 | $15.7M | 0.06% | −12,096−9.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 115,703 | $15.7M | 0.20% | −3,467−2.9% | Reduced |
| Cerity Partners LLC | 116,022 | $15.8M | 0.03% | +40,960+54.6% | Added |
| Bollard Group LLC | 116,924 | $15.9M | 0.39% | +5,106+4.6% | Added |
| Arizona State Retirement System | 118,995 | $16.2M | 0.09% | −117−0.1% | Reduced |
| Rafferty Asset Management, LLC | 119,261 | $16.2M | 0.05% | −9,053−7.1% | Reduced |
| GWM Advisors LLC | 119,824 | $16.3M | 0.07% | +3,703+3.2% | Added |
| CIBC Private Wealth Group, LLC | 121,078 | $16.5M | 0.03% | −58,552−32.6% | Reduced |
| CIBC World Markets Inc. | 121,204 | $16.5M | 0.03% | −3,072−2.5% | Reduced |
| Hikari Tsushin, Inc. | 125,019 | $17.0M | 1.14% | 00.0% | Unchanged |
| Trexquant Investment LP | 126,273 | $17.2M | 0.18% | +8,178+6.9% | Added |
| Standard Life Aberdeen plc | 128,075 | $17.3M | 0.03% | −29,257−18.6% | Reduced |
| Qube Research & Technologies Ltd | 129,132 | $17.6M | 0.02% | +129,132 | New |
| American Assets Investment Management, LLC | 130,800 | $17.8M | 1.31% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 130,893 | $17.8M | 0.01% | −374,956−74.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 131,146 | $17.9M | 0.08% | −6,969−5.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 131,739 | $17.9M | 0.03% | +80,063+154.9% | Added |
| Public Employees Retirement System of Ohio | 132,077 | $18.0M | 0.06% | +581+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 134,609 | $18.1M | 0.03% | +15,209+12.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 137,188 | $18.2M | 0.03% | −48,770−26.2% | Reduced |
| Keybank National Association | 135,812 | $18.5M | 0.06% | −2,495−1.8% | Reduced |
| Wallington Asset Management, LLC | 135,873 | $18.5M | 2.40% | +2,080+1.6% | Added |
| Captrust Financial Advisors | 135,922 | $18.5M | 0.04% | +10,891+8.7% | Added |
| F&V Capital Management, LLC | 136,507 | $18.6M | 4.17% | +365+0.3% | Added |
| Wellington Management Group LLP | 139,052 | $18.9M | 0.00% | +9,942+7.7% | Added |
| Rockefeller Capital Management L.P. | 142,638 | $19.4M | 0.04% | −268−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 142,888 | $19.4M | 0.07% | +3,536+2.5% | Added |
| Glenmede Investment Management, LP | 144,148 | $19.6M | 0.09% | −1,805−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 144,237 | $19.6M | 0.05% | +420.0% | Added |
| Chickasaw Capital Management LLC | 144,591 | $19.7M | 0.80% | −7,853−5.2% | Reduced |
| Credit Agricole S A | 147,734 | $20.1M | 0.07% | +147,734 | New |
| Lawson Kroeker Investment Management Inc | 149,616 | $20.4M | 3.72% | −904−0.6% | Reduced |
| Toronto Dominion Bank | 149,895 | $20.4M | 0.04% | −15,328−9.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 158,679 | $21.6M | 0.13% | +42,004+36.0% | Added |