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 |
|---|---|---|---|---|---|
| Roxbury Financial LLC | 108 | $14.6K | 0.01% | +1+0.9% | Added |
| LGT Financial Advisors LLC | 110 | $14.9K | 0.03% | −2−1.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 110 | $15.0K | 0.01% | +100+1,000.0% | Added |
| First Community Trust NA | 111 | $15.1K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 114 | $15.5K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 115 | $15.6K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 121 | $16.5K | 0.01% | +121 | New |
| Bogart Wealth, LLC | 122 | $16.6K | 0.00% | −97−44.3% | Reduced |
| WPG Advisers, LLC | 126 | $17.1K | 0.01% | +14+12.5% | Added |
| First Pacific Financial | 126 | $17.2K | 0.00% | +1+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $17.7K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $18.1K | 0.01% | −97−42.2% | Reduced |
| Wall Street Access Asset Management, LLC | 144 | $19.6K | 0.00% | +144 | New |
| Fairscale Capital, LLC | 147 | $20.0K | 0.01% | +1+0.7% | Added |
| TruNorth Capital Management, LLC | 150 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $20.4K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 150 | $20.4K | 0.00% | +150 | New |
| Bell Investment Advisors, Inc | 151 | $20.5K | 0.00% | −12−7.4% | Reduced |
| Burkett Financial Services, LLC | 151 | $20.6K | 0.01% | +1+0.7% | Added |
| Strategic Investment Solutions, Inc. | 155 | $21.0K | 0.01% | +1+0.6% | Added |
| Friedenthal Financial | 155 | $21.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 161 | $22.0K | 0.00% | +50+45.0% | Added |
| Advantage Trust Co | 162 | $22.0K | 0.01% | −400−71.2% | Reduced |
| Private Wealth Management Group, LLC | 163 | $22.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 166 | $22.6K | 0.00% | +8+5.1% | Added |
| Financial Consulate, Inc | 168 | $22.9K | 0.00% | +168 | New |
| Truvestments Capital LLC | 171 | $23.3K | 0.00% | +53+44.9% | Added |
| Byrne Asset Management LLC | 173 | $23.5K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 173 | $23.5K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 174 | $23.7K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 178 | $24.2K | 0.00% | +5+2.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 178 | $24.2K | 0.03% | +178 | New |
| Hoey Investments, Inc | 184 | $25.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $25.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 187 | $25.4K | 0.00% | +6+3.3% | Added |
| Concord Wealth Partners | 189 | $25.7K | 0.00% | +1+0.5% | Added |
| First United Bank Trust | 190 | $25.8K | 0.01% | +25+15.2% | Added |
| Clear Investment Research, LLC | 197 | $26.8K | 0.04% | +58+41.7% | Added |
| Coston, McIsaac & Partners | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $27.2K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 204 | $27.7K | 0.00% | −5−2.4% | Reduced |
| Morton Brown Family Wealth, LLC | 207 | $28.2K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 210 | $28.6K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 213 | $29.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 213 | $29.0K | 0.02% | −210−49.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 214 | $29.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 214 | $29.1K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 215 | $29.2K | 0.01% | −1,408−86.8% | Reduced |
| Founders Capital Management | 215 | $29.2K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 217 | $29.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 219 | $29.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 233 | $31.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 235 | $32.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 242 | $33.0K | 0.02% | +2+0.8% | Added |
| Gen-Wealth Partners Inc | 247 | $33.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $34.0K | 0.02% | −166−39.9% | Reduced |
| Rogco, LP | 250 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 250 | $34.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 252 | $34.3K | 0.02% | +2+0.8% | Added |
| CNB Bank | 257 | $35.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 258 | $35.1K | 0.00% | −12−4.4% | Reduced |
| Rise Advisors, LLC | 261 | $35.5K | 0.01% | +10+4.0% | Added |
| Wealth Watch Advisors, INC | 263 | $35.8K | 0.01% | +263 | New |
| Winnow Wealth LLC | 262 | $35.9K | 0.03% | +262 | New |
| TSFG, LLC | 272 | $37.0K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 275 | $37.4K | 0.02% | −25−8.3% | Reduced |
| West Branch Capital LLC | 275 | $37.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 283 | $38.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 284 | $38.7K | 0.01% | −184−39.3% | Reduced |
| Crews Bank & Trust | 285 | $38.8K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 286 | $38.9K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 292 | $39.7K | 0.01% | +46+18.7% | Added |
| Rocky Mountain Advisers, LLC | 299 | $40.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 300 | $40.8K | 0.03% | −101−25.2% | Reduced |
| Future Financial Wealth Managment LLC | 300 | $40.8K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $40.8K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 311 | $42.3K | 0.01% | +36+13.1% | Added |
| Arlington Trust Co LLC | 316 | $43.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 320 | $43.5K | 0.01% | +320 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 320 | $43.6K | 0.00% | +320 | New |
| Country Trust Bank | 321 | $43.7K | 0.00% | +211+191.8% | Added |
| Centerpoint Advisors, LLC | 322 | $44.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 324 | $44.1K | 0.04% | −725−69.1% | Reduced |
| New England Capital Financial Advisors LLC | 326 | $44.4K | 0.02% | +2+0.6% | Added |
| Trust Co | 329 | $44.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 330 | $44.9K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 328 | $45.0K | 0.00% | +9+2.8% | Added |
| Pittenger & Anderson Inc | 342 | $46.5K | 0.00% | +54+18.8% | Added |
| Operose Advisors LLC | 346 | $47.1K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 350 | $47.6K | 0.02% | +3+0.9% | Added |
| Lynch Asset Management, Inc. | 350 | $47.6K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 350 | $47.6K | 0.02% | +350 | New |
| Battery Global Advisors, LLC | 358 | $48.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $48.7K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 363 | $49.4K | 0.04% | +52+16.7% | Added |