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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 2,317 | $315.2K | 0.05% | −2,255−49.3% | Reduced |
| Vestor Capital, LLC | 2,322 | $316.0K | 0.02% | −7,696−76.8% | Reduced |
| Brown Brothers Harriman & Co | 2,332 | $317.2K | 0.00% | −330−12.4% | Reduced |
| BancorpSouth Bank | 2,335 | $317.6K | 0.02% | −71−3.0% | Reduced |
| Jacobs & Co | 2,346 | $319.0K | 0.03% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,347 | $319.2K | 0.11% | −116−4.7% | Reduced |
| FIL Ltd | 2,351 | $319.8K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 2,358 | $320.7K | 0.03% | +199+9.2% | Added |
| Chronos Wealth Management, LLC | 2,359 | $320.9K | 0.16% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,363 | $321.4K | 0.22% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,368 | $322.1K | 0.06% | +8+0.3% | Added |
| Richards, Merrill & Peterson, Inc. | 2,369 | $322.3K | 0.14% | +10+0.4% | Added |
| SkyOak Wealth, LLC | 2,378 | $323.5K | 0.06% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,382 | $324.0K | 0.05% | +2,382 | New |
| Denver Wealth Management, Inc. | 2,386 | $324.6K | 0.12% | +16+0.7% | Added |
| Laurel Wealth Advisors LLC | 2,391 | $325.2K | 0.05% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,394 | $325.7K | 0.05% | +19+0.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $325.9K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,400 | $326.4K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,400 | $326.4K | 0.02% | +319+15.3% | Added |
| PFG Advisors | 2,400 | $326.5K | 0.01% | −402−14.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,408 | $327.5K | 0.21% | +47+2.0% | Added |
| Greenfield Savings Bank | 2,408 | $327.5K | 0.14% | −25−1.0% | Reduced |
| Strategies Wealth Advisors, LLC | 2,420 | $329.2K | 0.03% | +485+25.1% | Added |
| Fort Sheridan Advisors LLC | 2,425 | $329.9K | 0.04% | −32−1.3% | Reduced |
| Uniting Wealth Partners, LLC | 2,426 | $330.0K | 0.08% | −983−28.8% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $330.4K | 0.12% | 00.0% | Unchanged |
| Quilter Plc | 2,430 | $330.5K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,431 | $330.7K | 0.02% | +60+2.5% | Added |
| Compass Capital Corp | 2,397 | $332.4K | 0.15% | +8+0.3% | Added |
| Pflug Koory, LLC | 2,444 | $332.5K | 0.16% | −52−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,446 | $332.7K | 0.10% | −148−5.7% | Reduced |
| Berger Financial Group, Inc | 2,451 | $333.4K | 0.02% | −141−5.4% | Reduced |
| Trust Co of Oklahoma | 2,456 | $334.1K | 0.10% | −41−1.6% | Reduced |
| Brookwood Investment Group LLC | 2,460 | $334.6K | 0.04% | −65−2.6% | Reduced |
| SPC Financial, Inc. | 2,462 | $334.9K | 0.03% | +227+10.2% | Added |
| Goodman Financial Corp | 2,466 | $335.4K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,468 | $335.7K | 0.12% | +679+38.0% | Added |
| LBMC Investment Advisors, LLC | 2,473 | $336.4K | 0.02% | −16−0.6% | Reduced |
| Roman Butler Fullerton & Co | 2,442 | $336.9K | 0.09% | +231+10.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,484 | $338.0K | 0.10% | −230−8.5% | Reduced |
| M3 Advisory Group, LLC | 2,485 | $338.1K | 0.21% | +81+3.4% | Added |
| Allegheny Financial Group LTD | 2,490 | $338.8K | 0.06% | +80+3.3% | Added |
| Port Capital LLC | 2,518 | $342.0K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,775 | $342.7K | 0.03% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,568 | $343.0K | 0.13% | +97+3.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $343.5K | 0.04% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,532 | $344.4K | 0.13% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,534 | $344.7K | 0.06% | −17−0.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,541 | $345.6K | 0.05% | −247−8.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,541 | $345.7K | 0.02% | −1,028−28.8% | Reduced |
| Montag A & Associates Inc | 2,550 | $346.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,552 | $347.1K | 0.15% | +50+2.0% | Added |
| Successful Portfolios LLC | 2,553 | $347.3K | 0.20% | −97−3.7% | Reduced |
| LRI Investments, LLC | 2,560 | $348.2K | 0.03% | −108−4.0% | Reduced |
| Wakefield Asset Management LLLP | 2,568 | $349.3K | 0.10% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,576 | $350.4K | 0.15% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,589 | $352.2K | 0.01% | +2,589 | New |
| Dividend Assets Capital, LLC | 2,592 | $352.6K | 0.06% | −112−4.1% | Reduced |
| Banyan Capital Management, Inc. | 2,595 | $353.0K | 0.16% | +2,595 | New |
| Dodge & Cox | 2,600 | $353.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $353.7K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,600 | $353.7K | 0.08% | −834−24.3% | Reduced |
| Seamount Financial Group Inc | 2,602 | $353.9K | 0.17% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,585 | $355.6K | 0.04% | −28−1.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $356.8K | 0.04% | −20−0.8% | Reduced |
| Perpetual Ltd | 2,624 | $356.9K | 0.00% | −706−21.2% | Reduced |
| Manske Wealth Management | 2,634 | $358.3K | 0.11% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,641 | $359.2K | 0.20% | −21−0.8% | Reduced |
| Journey Strategic Wealth LLC | 2,643 | $359.5K | 0.01% | +560+26.9% | Added |
| Canal Capital Management, LLC | 2,644 | $359.6K | 0.05% | +10.0% | Added |
| ClearAlpha Technologies LP | 2,644 | $359.6K | 0.98% | +2,644 | New |
| Boston Private Wealth LLC | 2,645 | $359.8K | 0.02% | −116−4.2% | Reduced |
| Hudson Bay Capital Management LP | 2,654 | $361.0K | 0.00% | +2,654 | New |
| Harrell Investment Partners, LLC | 2,658 | $361.5K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,661 | $362.0K | 0.02% | +8+0.3% | Added |
| Plan A Wealth LLC | 2,665 | $362.5K | 0.18% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,667 | $362.8K | 0.02% | −1,000−27.3% | Reduced |
| Forza Wealth Management, LLC | 2,674 | $363.7K | 0.14% | +191+7.7% | Added |
| Sound View Wealth Advisors Group, LLC | 2,688 | $365.6K | 0.03% | −358−11.8% | Reduced |
| GM Advisory Group, Inc. | 2,711 | $368.8K | 0.02% | +6+0.2% | Added |
| Soltis Investment Advisors LLC | 2,717 | $369.5K | 0.03% | +217+8.7% | Added |
| CoreFirst Bank & Trust | 2,718 | $369.7K | 0.20% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,719 | $369.8K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,720 | $370.0K | 0.09% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,730 | $371.3K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,842 | $371.8K | 0.05% | +1,073+60.7% | Added |
| Stockman Wealth Management, Inc. | 2,738 | $372.4K | 0.05% | 00.0% | Unchanged |
| Investment Research Partners LLC | 2,720 | $375.3K | 0.17% | +2,720 | New |
| Davidson Trust Co | 2,761 | $375.6K | 0.16% | −20−0.7% | Reduced |
| Northcape Wealth Management, LLC | 2,767 | $376.4K | 0.11% | −23−0.8% | Reduced |
| Liberty Capital Management, Inc. | 2,772 | $377.0K | 0.07% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,772 | $377.1K | 0.05% | +2,772 | New |
| Arete Wealth Advisors, LLC | 2,781 | $378.0K | 0.02% | −66−2.3% | Reduced |
| Generali Investments, Management Co LLC | 2,793 | $379.9K | 0.08% | −296−9.6% | Reduced |
| Stiles Financial Services Inc | 2,793 | $379.9K | 0.12% | −142−4.8% | Reduced |
| Apella Capital, LLC | 2,963 | $380.4K | 0.01% | +948+47.0% | Added |
| Intrinsic Value Partners, LLC | 2,797 | $380.4K | 0.31% | −15−0.5% | Reduced |
| OneAscent Financial Services LLC | 2,805 | $381.6K | 0.03% | −237−7.8% | Reduced |