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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 373 | $50.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 370 | $50.3K | 0.00% | −108−22.6% | Reduced |
| Kerr Financial Planning Corp | 361 | $50.4K | 0.07% | +361 | New |
| Moisand Fitzgerald Tamayo, LLC | 385 | $52.4K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 391 | $53.2K | 0.02% | +115+41.7% | Added |
| Costello Asset Management, INC | 400 | $54.4K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 420 | $57.1K | 0.03% | +175+71.4% | Added |
| Financially Speaking Inc | 428 | $58.3K | 0.04% | +3+0.7% | Added |
| WFA of San Diego, LLC | 438 | $59.6K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $61.2K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 450 | $61.3K | 0.01% | +127+39.3% | Added |
| Crowley Wealth Management, Inc. | 455 | $61.9K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 471 | $62.6K | 0.01% | +282+149.2% | Added |
| Medallion Wealth Advisors, LLC | 465 | $63.3K | 0.02% | +30+6.9% | Added |
| 1 North Wealth Services LLC | 474 | $64.5K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 480 | $65.3K | 0.00% | +480 | New |
| Millstone Evans Group, LLC | 481 | $65.4K | 0.04% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 485 | $66.0K | 0.02% | +485 | New |
| Aventura Private Wealth, LLC | 491 | $66.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 497 | $67.6K | 0.00% | +1+0.2% | Added |
| Evermay Wealth Management LLC | 500 | $68.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $68.0K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $68.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $68.0K | 0.00% | +400+400.0% | Added |
| Painted Porch Advisors LLC | 503 | $68.4K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 514 | $69.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 523 | $71.1K | 0.02% | −150−22.3% | Reduced |
| Quaker Wealth Management, LLC | 531 | $72.2K | 0.02% | −1−0.2% | Reduced |
| Harbor Asset Planning, Inc. | 533 | $72.5K | 0.06% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 534 | $72.6K | 0.04% | +11+2.1% | Added |
| Front Row Advisors LLC | 535 | $72.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 535 | $72.8K | 0.03% | +106+24.7% | Added |
| Sarver Vrooman Wealth Advisors | 547 | $74.4K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 548 | $75.0K | 0.00% | +534+3,814.3% | Added |
| Duncker Streett & Co Inc | 556 | $75.6K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 563 | $76.0K | 0.02% | +51+10.0% | Added |
| Tower View Investment Management & Research LLC | 560 | $76.2K | 0.04% | +5+0.9% | Added |
| Hemington Wealth Management | 576 | $78.0K | 0.01% | +78+15.7% | Added |
| Murphy & Mullick Capital Management Corp | 603 | $82.0K | 0.06% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 605 | $82.3K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 607 | $82.6K | 0.00% | −253−29.4% | Reduced |
| Basso Capital Management, L.P. | 612 | $83.2K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 616 | $83.8K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 623 | $84.8K | 0.04% | −10−1.6% | Reduced |
| Kimelman & Baird, LLC | 625 | $85.0K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 629 | $85.6K | 0.01% | +629 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $85.7K | 0.02% | +150+31.3% | Added |
| Plante Moran Financial Advisors, LLC | 636 | $86.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 650 | $88.4K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 660 | $89.8K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 660 | $89.8K | 0.02% | +222+50.7% | Added |
| Toth Financial Advisory Corp | 682 | $92.8K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 720 | $92.9K | 0.06% | +12+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 696 | $94.7K | 0.01% | +696 | New |
| Clear Street Markets LLC | 697 | $94.8K | 0.03% | −1,177−62.8% | Reduced |
| Kentucky Trust Co | 700 | $95.2K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 701 | $95.3K | 0.05% | −48−6.4% | Reduced |
| Miller Wealth Advisors, LLC | 707 | $96.1K | 0.04% | +5+0.7% | Added |
| Tower Trust & Investment Co | 714 | $97.1K | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 725 | $98.6K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 739 | $100.6K | 0.01% | +5+0.7% | Added |
| Missouri Trust & Investment Co | 749 | $101.9K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 756 | $102.8K | 0.08% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 757 | $103.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 761 | $103.5K | 0.13% | 00.0% | Unchanged |
| ORG Partners LLC | 763 | $103.8K | 0.02% | −195−20.4% | Reduced |
| Financial Management Professionals, Inc. | 764 | $104.0K | 0.01% | +7+0.9% | Added |
| Gleason Group, Inc. | 775 | $105.4K | 0.01% | +7+0.9% | Added |
| Glen Eagle Advisors, LLC | 778 | $105.8K | 0.01% | +68+9.6% | Added |
| PFS Partners, LLC | 781 | $106.2K | 0.05% | +155+24.8% | Added |
| TFC Financial Management | 801 | $108.9K | 0.01% | +8+1.0% | Added |
| Avion Wealth | 818 | $111.0K | 0.02% | +12+1.5% | Added |
| VSM Wealth Advisory, LLC | 830 | $112.9K | 0.04% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 848 | $115.3K | 0.05% | −157−15.6% | Reduced |
| CoreCap Advisors, LLC | 854 | $116.2K | 0.00% | +41+5.0% | Added |
| Glass Jacobson Investment Advisors llc | 858 | $116.7K | 0.04% | +8+0.9% | Added |
| Catalyst Capital Advisors LLC | 869 | $118.2K | 0.00% | −38−4.2% | Reduced |
| Plato Investment Management Ltd | 880 | $118.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 882 | $120.0K | 0.01% | −12−1.3% | Reduced |
| Broadwater Capital Management LLC | 900 | $122.4K | 0.09% | −106,470−99.2% | Reduced |
| City State Bank | 926 | $126.0K | 0.04% | −16−1.7% | Reduced |
| Sentry Investment Management LLC | 970 | $127.0K | 0.08% | −385−28.4% | Reduced |
| Birchbrook, Inc. | 936 | $127.3K | 0.07% | 00.0% | Unchanged |
| Motco | 938 | $127.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 949 | $129.1K | 0.01% | −49−4.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 950 | $129.2K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 957 | $130.2K | 0.02% | +15+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $130.6K | 0.06% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 967 | $131.0K | 0.07% | +967 | New |
| Sofos Investments, Inc. | 491 | $132.9K | 0.03% | +491 | New |
| Mechanics Financial Corp | 1,000 | $136.0K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,008 | $137.2K | 0.02% | +96+10.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $137.9K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 1,025 | $139.4K | 2.00% | +1,000+4,000.0% | Added |
| Optimum Investment Advisors | 1,038 | $141.2K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 1,054 | $143.4K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,068 | $144.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,059 | $144.0K | 0.07% | +2+0.2% | Added |
| Asset Planning,Inc | 1,079 | $146.7K | 0.11% | +4+0.4% | Added |
| McIlrath & Eck, LLC | 1,084 | $147.5K | 0.02% | +100+10.2% | Added |