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 |
|---|---|---|---|---|---|
| United Community Bank | 1,099 | $149.5K | 0.05% | +6+0.5% | Added |
| Golden State Wealth Management, LLC | 1,106 | $150.5K | 0.02% | +4+0.4% | Added |
| Zions Bancorporation, National Association | 1,129 | $153.6K | 0.01% | +911+417.9% | Added |
| Centennial Bank | 1,130 | $153.7K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,150 | $156.5K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 1,162 | $158.1K | 0.10% | +39+3.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $159.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,175 | $159.8K | 0.01% | +43+3.8% | Added |
| True Wealth Design, LLC | 1,177 | $160.0K | 0.05% | +561+91.1% | Added |
| Creative Financial Designs Inc | 1,184 | $161.1K | 0.01% | −838−41.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,219 | $166.0K | 0.02% | −113−8.5% | Reduced |
| Valley National Advisers Inc | 1,240 | $168.0K | 0.03% | −5−0.4% | Reduced |
| Tompkins Financial Corp | 1,244 | $169.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,272 | $173.0K | 0.01% | −89−6.5% | Reduced |
| Wellington Shields Capital Management, LLC | 1,292 | $175.7K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 1,303 | $177.2K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,314 | $178.7K | 0.02% | +8+0.6% | Added |
| South Dakota Investment Council | 1,320 | $180.0K | 0.00% | −600−31.3% | Reduced |
| Bullock Wealth Management Group | 1,352 | $182.0K | 0.09% | −49−3.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,348 | $183.4K | 0.08% | −10−0.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $184.0K | 0.02% | 00.0% | Unchanged |
| 10Elms LLP | 1,354 | $184.2K | 0.17% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $184.2K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,411 | $191.9K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,414 | $192.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,472 | $192.9K | 0.01% | −123−7.7% | Reduced |
| NBT Bank N A | 730 | $194.9K | 0.01% | −706−49.2% | Reduced |
| Union Bancaire Privee, UBP SA | 1,650 | $196.8K | 0.00% | +1,650 | New |
| Cromwell Holdings LLC | 1,464 | $199.1K | 0.11% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 1,471 | $200.1K | 0.06% | +1,471 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $200.2K | 0.02% | +1,472 | New |
| Gradient Investments LLC | 1,473 | $200.4K | 0.00% | +1,473 | New |
| Hendley & Co Inc | 1,480 | $201.0K | 0.07% | −325−18.0% | Reduced |
| Endowment Wealth Management, Inc. | 1,483 | $201.7K | 0.09% | +1,483 | New |
| West Family Investments, Inc. | 1,486 | $202.1K | 0.05% | +1,486 | New |
| Financial Management Network Inc | 1,528 | $203.1K | 0.03% | +1,528 | New |
| SBI Securities Co., Ltd. | 1,494 | $203.2K | 0.01% | −53−3.4% | Reduced |
| Coastline Trust Co | 1,497 | $203.6K | 0.02% | −52−3.4% | Reduced |
| Staley Capital Advisers Inc | 1,500 | $204.0K | 0.01% | +1,500 | New |
| Edge Wealth Management LLC | 1,500 | $204.0K | 0.04% | +1,500 | New |
| Amarillo National Bank | 1,501 | $204.2K | 0.04% | +1,501 | New |
| CRA Financial Services, LLC | 1,503 | $204.4K | 0.03% | +1,503 | New |
| LMG Wealth Partners, LLC | 1,505 | $204.7K | 0.04% | +1,505 | New |
| Peterson Wealth Services | 3,601 | $204.9K | 0.05% | +2,154+148.9% | Added |
| Cahill Financial Advisors Inc | 1,512 | $205.6K | 0.02% | +1,512 | New |
| William Blair Investment Management, LLC | 1,513 | $205.8K | 0.00% | +1,513 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,516 | $206.2K | 0.02% | −323−17.6% | Reduced |
| Fiduciary Planning LLC | 1,516 | $206.2K | 0.06% | +1,516 | New |
| Clarius Group, LLC | 1,517 | $206.3K | 0.01% | −1,070−41.4% | Reduced |
| Traveka Wealth, LLC | 1,518 | $206.5K | 0.09% | +1,518 | New |
| RD Lewis Holdings, Inc. | 1,498 | $206.8K | 0.19% | +1,498 | New |
| Apriem Advisors | 1,521 | $206.9K | 0.02% | +1,521 | New |
| Embree Financial Group | 1,522 | $207.0K | 0.03% | +1,522 | New |
| Blue Rock Wealth Management LLC | 1,524 | $207.3K | 0.13% | +1,524 | New |
| Argus Investors' Counsel, Inc. | 1,526 | $207.6K | 0.17% | +1,526 | New |
| Loudon Investment Management, LLC | 1,527 | $207.7K | 0.11% | +1,527 | New |
| InTrack Investment Management Inc | 1,536 | $208.9K | 0.12% | +1,536 | New |
| Keebeck Wealth Management, LLC | 1,537 | $209.1K | 0.02% | +1,537 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,545 | $210.1K | 0.11% | −427−21.7% | Reduced |
| Arbor Investment Advisors, LLC | 1,547 | $210.4K | 0.03% | −294−16.0% | Reduced |
| Meridian Wealth Management, LLC | 1,547 | $210.5K | 0.01% | +1,547 | New |
| Jupiter Wealth Management LLC | 1,550 | $210.8K | 0.10% | +1,550 | New |
| First National Bank of Hutchinson | 1,550 | $210.8K | 0.11% | +1,550 | New |
| Partners Wealth Management, LLC | 1,552 | $211.1K | 0.21% | +1,552 | New |
| Riversedge Advisors, LLC | 1,553 | $211.3K | 0.04% | +1,553 | New |
| Bank of New Hampshire | 1,562 | $212.5K | 0.05% | −110−6.6% | Reduced |
| Hardin Capital Partners, LLC | 1,571 | $213.7K | 0.11% | +1,571 | New |
| SlateStone Wealth, LLC | 1,570 | $214.0K | 0.02% | +1,570 | New |
| Elm3 Financial Group, LLC | 1,574 | $214.1K | 0.18% | −741−32.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,576 | $214.4K | 0.06% | −326−17.1% | Reduced |
| Asset Dedication, LLC | 1,577 | $214.4K | 0.01% | −544−25.6% | Reduced |
| Continuum Advisory, LLC | 1,579 | $214.8K | 0.02% | +1,579 | New |
| Turtle Creek Wealth Advisors, LLC | 1,581 | $215.1K | 0.02% | +1,581 | New |
| Wealthcare Capital Partners, LLC | 1,585 | $215.6K | 0.10% | +1,585 | New |
| BLB&B Advisors, LLC | 1,593 | $216.7K | 0.01% | +1,593 | New |
| Cullen Investment Group, Ltd. | 1,630 | $216.9K | 0.03% | +1,630 | New |
| Phoenix Holdings Ltd. | 1,596 | $217.2K | 0.00% | −1,336−45.6% | Reduced |
| Archer Investment Corp | 1,608 | $218.7K | 0.05% | +2+0.1% | Added |
| Green Harvest Asset Management LLC | 1,609 | $218.9K | 0.00% | +1,609 | New |
| Childress Capital Advisors, LLC | 1,611 | $219.1K | 0.04% | +1,611 | New |
| Crestwood Advisors Group LLC | 1,613 | $219.5K | 0.00% | +1,613 | New |
| Novak & Powell Financial Services, Inc. | 1,620 | $220.4K | 0.12% | +1,620 | New |
| Zacks Investment Management | 1,621 | $220.5K | 0.00% | +1,621 | New |
| Tradition Wealth Management, LLC | 1,622 | $220.7K | 0.02% | +1,622 | New |
| CWS Financial Advisors, LLC | 1,623 | $220.8K | 0.06% | +1,623 | New |
| Willis Johnson & Associates, Inc. | 1,623 | $220.8K | 0.01% | +1,623 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,624 | $220.9K | 0.07% | +1,624 | New |
| Sather Financial Group Inc | 1,625 | $221.0K | 0.01% | +1,625 | New |
| SJS Investment Consulting Inc. | 1,625 | $221.0K | 0.03% | +1,394+603.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,626 | $221.1K | 0.02% | +105+6.9% | Added |
| Cherry Tree Wealth Management, LLC | 1,629 | $221.6K | 0.05% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,630 | $221.7K | 0.02% | +1,630 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,630 | $221.7K | 0.03% | −576−26.1% | Reduced |
| First Business Financial Services, Inc. | 1,631 | $221.8K | 0.02% | +1,631 | New |
| Shell Asset Management Co | 1,630 | $222.0K | 0.02% | −1,117−40.7% | Reduced |
| Gries Financial LLC | 1,636 | $222.5K | 0.04% | +1,636 | New |
| Traynor Capital Management, Inc. | 1,636 | $222.5K | 0.01% | +1,636 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $222.9K | 0.14% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,642 | $223.3K | 0.01% | +1,642 | New |
| Summit Wealth Group LLC | 1,860 | $223.5K | 0.03% | +1,860 | New |