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 |
|---|---|---|---|---|---|
| Pinnacle Family Advisors, LLC | 1,907 | $259.4K | 0.11% | +215+12.7% | Added |
| Abacus Planning Group, Inc. | 1,915 | $260.5K | 0.04% | +160+9.1% | Added |
| Optima Capital LLC | 1,927 | $262.1K | 0.13% | −130−6.3% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $263.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,939 | $263.8K | 0.05% | −151−7.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $264.6K | 0.08% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,945 | $264.6K | 0.05% | +1,853+2,014.1% | Added |
| Old Port Advisors | 1,949 | $265.1K | 0.07% | +71+3.8% | Added |
| Greenland Capital Management LP | 1,950 | $265.2K | 0.04% | −5,375−73.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,950 | $265.2K | 0.00% | −58−2.9% | Reduced |
| Teamwork Financial Advisors, LLC | 1,952 | $265.6K | 0.03% | −267−12.0% | Reduced |
| LeClair Wealth Partners LLC | 1,956 | $266.1K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,957 | $266.2K | 0.04% | +79+4.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,961 | $266.7K | 0.06% | +261+15.4% | Added |
| Silver Oak Securities, Inc | 1,968 | $267.6K | 0.02% | +248+14.4% | Added |
| Nicolet Bankshares Inc | 1,971 | $268.1K | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $268.8K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,982 | $269.5K | 0.03% | −8−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,985 | $270.0K | 0.14% | −16−0.8% | Reduced |
| Quent Capital, LLC | 1,985 | $270.1K | 0.02% | +170+9.4% | Added |
| Central Bank & Trust Co | 1,990 | $270.7K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $270.7K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,991 | $270.8K | 0.04% | +1,991 | New |
| Cookson Peirce & Co Inc | 1,993 | $271.1K | 0.01% | +1,993 | New |
| Silver Coast Investments LLC | 1,994 | $271.2K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,994 | $271.2K | 0.03% | +1,994 | New |
| WealthShield Partners, LLC | 1,996 | $271.5K | 0.03% | +188+10.4% | Added |
| MQS Management LLC | 1,997 | $271.6K | 0.16% | −2,201−52.4% | Reduced |
| Highlander Partners, L.P. | 2,000 | $272.0K | 0.09% | 00.0% | Unchanged |
| Versor Investments LP | 2,000 | $272.0K | 0.05% | +2,000 | New |
| Paradigm Financial Partners, LLC | 2,000 | $272.0K | 0.03% | +2,000 | New |
| Nemes Rush Group LLC | 2,002 | $272.3K | 0.03% | +9+0.5% | Added |
| JT Stratford LLC | 2,005 | $272.7K | 0.04% | −10.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,006 | $272.9K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,012 | $273.7K | 0.04% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 2,037 | $274.1K | 0.04% | +146+7.7% | Added |
| BKM Wealth Management, LLC | 2,027 | $275.7K | 0.10% | −232−10.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2,032 | $276.4K | 0.02% | +10.0% | Added |
| Portside Wealth Group, LLC | 2,033 | $276.5K | 0.04% | +75+3.8% | Added |
| Clark Capital Management Group, Inc. | 2,034 | $276.7K | 0.00% | +2,034 | New |
| Cabot Wealth Management Inc | 2,035 | $276.8K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,045 | $278.2K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,046 | $278.4K | 0.02% | +129+6.7% | Added |
| Calton & Associates, Inc. | 2,054 | $279.3K | 0.04% | +2,054 | New |
| Fortune Financial Advisors, LLC | 2,060 | $280.2K | 0.21% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,074 | $282.1K | 0.01% | −13−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 2,080 | $282.9K | 0.01% | +2,080 | New |
| Alan B. Lancz & Associates, Inc. | 2,082 | $283.2K | 0.26% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,084 | $283.5K | 0.70% | +2,084 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,092 | $284.5K | 0.56% | −38,651−94.9% | Reduced |
| Anchor Investment Management, LLC | 2,094 | $284.8K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,105 | $286.3K | 0.25% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,110 | $287.0K | 0.01% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 2,110 | $287.0K | 0.25% | −829−28.2% | Reduced |
| MV Capital Management, Inc. | 2,112 | $287.3K | 0.03% | +100+5.0% | Added |
| Diversified Enterprises, LLC | 2,115 | $287.7K | 0.02% | −46−2.1% | Reduced |
| Patton Fund Management, Inc. | 2,117 | $288.0K | 0.05% | 00.0% | Unchanged |
| Leisure Capital Management | 2,121 | $288.5K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,121 | $288.5K | 0.02% | +2+0.1% | Added |
| Capital Analysts, LLC | 2,123 | $289.0K | 0.01% | −29−1.3% | Reduced |
| TD Capital Management LLC | 2,126 | $289.2K | 0.03% | +10.0% | Added |
| Berkshire Asset Management LLC | 2,126 | $289.2K | 0.01% | +300+16.4% | Added |
| Sym Financial Corp | 2,147 | $292.0K | 0.03% | +408+23.5% | Added |
| Acropolis Investment Management, LLC | 2,460 | $293.5K | 0.01% | +474+23.9% | Added |
| HBW Advisory Services LLC | 2,161 | $293.9K | 0.03% | +24+1.1% | Added |
| Hantz Financial Services, Inc. | 2,181 | $297.0K | 0.00% | +152+7.5% | Added |
| Blackhawk Capital Partners LLC. | 2,185 | $297.2K | 0.12% | −397−15.4% | Reduced |
| First Financial Bank - Trust Division | 2,187 | $297.5K | 0.03% | −48−2.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,189 | $297.7K | 0.06% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 2,190 | $297.9K | 0.04% | −4,359−66.6% | Reduced |
| Consolidated Planning Corp | 2,191 | $298.0K | 0.03% | −8,338−79.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $298.2K | 0.10% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,195 | $298.6K | 0.21% | −257−10.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,197 | $298.8K | 0.02% | −2−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,201 | $299.4K | 0.09% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,202 | $299.5K | 0.03% | −50−2.2% | Reduced |
| Leonteq Securities AG | 2,207 | $300.2K | 0.02% | −2,814−56.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,225 | $302.6K | 0.03% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,233 | $303.7K | 0.01% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,233 | $303.7K | 0.02% | +2,233 | New |
| Ocean Capital Management, LLC | 2,237 | $304.3K | 0.06% | −28−1.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,241 | $304.8K | 0.08% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,245 | $305.4K | 0.03% | +2,245 | New |
| Qsemble Capital Management, LP | 2,246 | $305.5K | 0.03% | +2,246 | New |
| Lantern Wealth Advisors, LLC | 2,247 | $305.7K | 0.16% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,257 | $306.9K | 0.08% | +124+5.8% | Added |
| Kera Capital Partners, Inc. | 2,257 | $307.0K | 0.05% | +2,257 | New |
| Flywheel Private Wealth LLC | 2,273 | $309.2K | 0.24% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,279 | $310.0K | 0.00% | +11+0.5% | Added |
| Monetary Management Group Inc | 2,280 | $310.1K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $310.1K | 0.29% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,285 | $310.8K | 0.14% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,287 | $311.1K | 0.09% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,293 | $311.9K | 0.02% | +23+1.0% | Added |
| Callahan Advisors, LLC | 2,296 | $312.3K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,298 | $312.5K | 0.01% | −73−3.1% | Reduced |
| Quarry LP | 2,306 | $313.7K | 0.08% | −7,176−75.7% | Reduced |
| Financial Engines Advisors L.L.C. | 2,307 | $313.8K | 0.00% | +256+12.5% | Added |
| Gilliland Jeter Wealth Management LLC | 2,308 | $313.9K | 0.10% | −10−0.4% | Reduced |
| Breakwater Capital Group | 2,312 | $314.5K | 0.05% | +30+1.3% | Added |