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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 1,646 | $223.9K | 0.02% | −105−6.0% | Reduced |
| Independent Wealth Network Inc. | 1,648 | $224.1K | 0.07% | −124−7.0% | Reduced |
| BNC Wealth Management, LLC | 1,650 | $224.4K | 0.06% | +1,650 | New |
| Murphy Pohlad Asset Management LLC | 1,650 | $224.4K | 0.09% | +1,650 | New |
| Newman Dignan & Sheerar, Inc. | 1,656 | $225.2K | 0.05% | +1,656 | New |
| Aspire Private Capital, LLC | 1,656 | $225.2K | 0.05% | +1,656 | New |
| Evergreen Wealth Solutions, LLC | 1,658 | $225.5K | 0.13% | +1,658 | New |
| Websterrogers Financial Advisors, LLC | 1,659 | $225.7K | 0.07% | −28−1.7% | Reduced |
| Biltmore Family Office, LLC | 1,659 | $225.7K | 0.03% | +1,659 | New |
| Oak Harbor Wealth Partners, LLC | 1,659 | $225.7K | 0.06% | +1,659 | New |
| Centaurus Financial, Inc. | 1,660 | $226.0K | 0.01% | +4+0.2% | Added |
| Sovereign Financial Group, Inc. | 1,667 | $226.7K | 0.04% | +1,667 | New |
| State of Wyoming | 1,672 | $227.4K | 0.03% | −140−7.7% | Reduced |
| Asset Advisors Investment Management, LLC | 1,673 | $227.6K | 0.02% | −175−9.5% | Reduced |
| JNBA Financial Advisors | 1,674 | $227.7K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,676 | $228.0K | 0.14% | −182−9.8% | Reduced |
| Farmers Trust Co | 1,682 | $228.8K | 0.04% | +1,682 | New |
| Phillips Wealth Planners LLC | 1,728 | $229.7K | 0.19% | +1,728 | New |
| Spire Wealth Management | 1,692 | $230.2K | 0.01% | +152+9.9% | Added |
| SageView Advisory Group, LLC | 1,693 | $230.2K | 0.01% | +1,693 | New |
| Eastern Bank | 1,695 | $230.6K | 0.00% | −68−3.9% | Reduced |
| Crestmont Private Wealth LLC | 1,698 | $230.9K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,699 | $231.1K | 0.08% | +17+1.0% | Added |
| IVC Wealth Advisors LLC | 1,700 | $231.3K | 0.10% | −35−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,703 | $231.6K | 0.10% | +165+10.7% | Added |
| Strait & Sound Wealth Management LLC | 1,705 | $231.9K | 0.09% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,707 | $232.2K | 0.03% | +1,707 | New |
| Sentry LLC | 1,710 | $232.6K | 0.06% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,718 | $233.6K | 0.04% | +3+0.2% | Added |
| Root Financial Partners, LLC | 1,718 | $233.7K | 0.01% | +1,718 | New |
| Aprio Wealth Management, LLC | 1,721 | $234.1K | 0.02% | +1,721 | New |
| Per Stirling Capital Management, LLC. | 1,722 | $234.2K | 0.03% | +5+0.3% | Added |
| Ami Investment Management Inc | 1,729 | $235.2K | 0.05% | 00.0% | Unchanged |
| LM Advisors LLC | 1,737 | $236.0K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,738 | $236.4K | 0.08% | −62−3.4% | Reduced |
| Wealthspan Partners, LLC | 1,743 | $237.1K | 0.09% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 1,745 | $237.4K | 0.12% | +1,745 | New |
| St Germain D J Co Inc | 1,746 | $237.5K | 0.01% | +166+10.5% | Added |
| Moller Financial Services | 1,748 | $237.8K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,751 | $238.2K | 0.04% | −10−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,751 | $238.2K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 1,754 | $238.5K | 0.03% | −150−7.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,758 | $239.1K | 0.06% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,764 | $239.9K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $240.1K | 0.13% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,767 | $240.3K | 0.06% | +1,767 | New |
| Hourglass Capital, LLC | 1,770 | $240.8K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,772 | $241.1K | 0.01% | −21−1.2% | Reduced |
| Birmingham Capital Management Co Inc | 1,773 | $241.2K | 0.11% | −1,400−44.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,776 | $241.5K | 0.14% | −51−2.8% | Reduced |
| Paragon Capital Management Ltd | 1,777 | $241.7K | 0.05% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,781 | $242.3K | 0.04% | −12−0.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,781 | $242.3K | 0.04% | −5−0.3% | Reduced |
| Viawealth, LLC | 1,791 | $243.6K | 0.13% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 1,797 | $244.4K | 0.07% | +1,797 | New |
| VeraBank, N.A. | 1,802 | $245.1K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Group | 1,803 | $245.3K | 0.01% | +1,803 | New |
| a16z Perennial Management, L.P. | 1,804 | $245.4K | 0.02% | +1,804 | New |
| WBH Advisory Inc | 1,810 | $246.2K | 0.02% | +1,810 | New |
| American Alpha Advisors, LLC | 1,814 | $246.7K | 0.18% | −128−6.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,814 | $246.8K | 0.05% | +14+0.8% | Added |
| Northwest Wealth Management, LLC | 1,815 | $246.8K | 0.04% | +1,815 | New |
| Wolff Financial Management LLC | 1,815 | $246.9K | 0.06% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,821 | $247.7K | 0.00% | +100+5.8% | Added |
| Meixler Investment Management, Ltd. | 1,827 | $248.5K | 0.15% | −367−16.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,829 | $248.7K | 0.01% | −38−2.0% | Reduced |
| Requisite Capital Management, LLC | 1,831 | $249.1K | 0.04% | +1,831 | New |
| Trust Co of Virginia | 1,832 | $249.2K | 0.02% | +1,832 | New |
| Wellington Shields & Co., LLC | 1,832 | $249.2K | 0.06% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,835 | $249.6K | 0.10% | +6+0.3% | Added |
| Keating Investment Counselors Inc | 1,837 | $249.9K | 0.07% | +1,837 | New |
| Westside Investment Management, Inc. | 1,845 | $250.4K | 0.04% | +187+11.3% | Added |
| Radnor Capital Management, LLC | 1,842 | $250.5K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,842 | $250.5K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,844 | $250.8K | 0.02% | +1,844 | New |
| Sandy Cove Advisors, LLC | 1,844 | $250.8K | 0.08% | +19+1.0% | Added |
| Argentarii, LLC | 1,850 | $251.7K | 0.11% | −5−0.3% | Reduced |
| SFMG, LLC | 1,859 | $252.9K | 0.02% | +1,859 | New |
| McAdam, LLC | 1,860 | $253.0K | 0.01% | +44+2.4% | Added |
| Pettyjohn, Wood & White, Inc | 1,860 | $253.0K | 0.04% | −3−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,861 | $253.1K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,866 | $253.8K | 0.09% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,867 | $253.9K | 0.03% | +132+7.6% | Added |
| Howland Capital Management LLC | 1,868 | $254.1K | 0.01% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 1,871 | $254.5K | 0.15% | +17+0.9% | Added |
| Powers Advisory Group, LLC | 1,872 | $254.7K | 0.10% | −224−10.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,874 | $254.9K | 0.04% | +17+0.9% | Added |
| Summit Asset Management, LLC | 1,876 | $255.2K | 0.04% | +1+0.1% | Added |
| Ritholtz Wealth Management | 1,878 | $255.4K | 0.00% | +1,878 | New |
| Columbia Asset Management | 1,878 | $255.4K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,881 | $255.9K | 0.01% | 00.0% | Unchanged |
| Weik Capital Management | 1,885 | $256.4K | 0.10% | −125−6.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,887 | $256.7K | 0.02% | +131+7.5% | Added |
| Financial Advisors Network, Inc. | 1,887 | $256.7K | 0.04% | +104+5.8% | Added |
| L2 Asset Management, LLC | 1,893 | $257.5K | 0.04% | +72+4.0% | Added |
| McGowan Group Asset Management, Inc. | 1,893 | $257.5K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,898 | $258.2K | 0.04% | +3+0.2% | Added |
| apricus wealth, LLC | 1,900 | $258.4K | 0.14% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,908 | $259.0K | 0.08% | +3+0.2% | Added |
| Washington Trust Co | 1,905 | $259.1K | 0.01% | +50+2.7% | Added |