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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 2,818 | $383.0K | 0.01% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 2,821 | $383.7K | 0.17% | −570−16.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,837 | $386.0K | 0.01% | −579−16.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,844 | $386.8K | 0.12% | +50+1.8% | Added |
| VestGen Advisors, LLC | 2,849 | $387.6K | 0.01% | +708+33.1% | Added |
| Howard Capital Management Inc. | 2,851 | $387.8K | 0.01% | +90+3.3% | Added |
| Plancorp, LLC | 2,853 | $388.1K | 0.01% | −653−18.6% | Reduced |
| Beaton Management Co. Inc. | 2,863 | $389.0K | 0.18% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 2,860 | $389.0K | 0.29% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,868 | $390.1K | 0.21% | +225+8.5% | Added |
| Hanson & Doremus Investment Management | 2,878 | $391.0K | 0.05% | −265−8.4% | Reduced |
| Persium Advisors, LLC | 2,902 | $394.7K | 0.30% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,909 | $395.7K | 0.03% | +2,909 | New |
| SeaCrest Wealth Management, LLC | 3,032 | $398.1K | 0.04% | −551−15.4% | Reduced |
| Austin Private Wealth, LLC | 2,932 | $398.8K | 0.03% | −5−0.2% | Reduced |
| IFG Advisory, LLC | 2,936 | $399.3K | 0.02% | +182+6.6% | Added |
| First National Bank Sioux Falls | 2,938 | $399.6K | 0.12% | −8−0.3% | Reduced |
| Waycross Partners, LLC | 2,965 | $403.3K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 2,968 | $403.7K | 0.13% | +2,345+376.4% | Added |
| Nwam LLC | 3,090 | $403.8K | 0.02% | −92−2.9% | Reduced |
| Aries Wealth Management | 2,973 | $404.4K | 0.10% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,975 | $404.7K | 0.00% | −270−8.3% | Reduced |
| Vectors Research Management, LLC | 2,977 | $404.9K | 0.13% | −104−3.4% | Reduced |
| Plimoth Trust Co LLC | 2,984 | $405.9K | 0.09% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,991 | $406.9K | 0.03% | +899+43.0% | Added |
| Kanawha Capital Management LLC | 2,995 | $407.4K | 0.03% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,997 | $407.6K | 0.02% | +827+38.1% | Added |
| Summit Global Investments | 3,001 | $408.0K | 0.02% | +112+3.9% | Added |
| LCNB Corp | 3,009 | $409.3K | 0.14% | −185−5.8% | Reduced |
| Lummis Asset Management, LP | 3,011 | $409.6K | 0.27% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,012 | $409.7K | 0.13% | −466−13.4% | Reduced |
| Thomasville National Bank | 3,017 | $410.4K | 0.03% | +400+15.3% | Added |
| ARS Investment Partners, LLC | 3,025 | $411.5K | 0.03% | −161−5.1% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $412.3K | 0.12% | 00.0% | Unchanged |
| Pitcairn Co | 3,050 | $414.9K | 0.03% | −105−3.3% | Reduced |
| Strategy Asset Managers LLC | 3,067 | $417.2K | 0.08% | +230+8.1% | Added |
| Advisory Alpha, LLC | 3,096 | $418.0K | 0.01% | +13+0.4% | Added |
| Bellecapital International Ltd. | 3,083 | $419.4K | 0.07% | +3,083 | New |
| BKD Wealth Advisors, LLC | 3,084 | $419.5K | 0.01% | −326−9.6% | Reduced |
| Ethos Financial Group, LLC | 3,084 | $419.5K | 0.03% | +3,084 | New |
| Mayflower Financial Advisors, LLC | 3,085 | $419.6K | 0.05% | −74−2.3% | Reduced |
| Stokes Family Office, LLC | 3,091 | $420.4K | 0.04% | +761+32.7% | Added |
| Reuter James Wealth Management, LLC | 3,091 | $420.5K | 0.06% | −35−1.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $421.7K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,133 | $426.2K | 0.35% | −117−3.6% | Reduced |
| Second Line Capital, LLC | 3,134 | $426.3K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,135 | $426.4K | 0.02% | +248+8.6% | Added |
| GHP Investment Advisors, Inc. | 3,138 | $426.8K | 0.02% | −14−0.4% | Reduced |
| Legacy Private Trust Co. | 3,142 | $427.4K | 0.03% | +135+4.5% | Added |
| Flputnam Investment Management Co | 3,145 | $427.8K | 0.01% | +594+23.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,149 | $428.0K | 0.15% | +55+1.8% | Added |
| Granite Group Advisors, LLC | 3,147 | $428.1K | 0.26% | +60+1.9% | Added |
| Pacifica Partners Inc. | 3,192 | $429.6K | 0.15% | +2,921+1,077.9% | Added |
| Magnus Financial Group LLC | 3,160 | $429.9K | 0.03% | +77+2.5% | Added |
| Weaver Consulting Group | 3,176 | $432.0K | 0.11% | −183−5.4% | Reduced |
| Aristotle Capital Management, LLC | 3,177 | $432.1K | 0.00% | −612−16.2% | Reduced |
| Rossmore Private Capital | 3,192 | $434.2K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,198 | $435.0K | 0.12% | +40+1.3% | Added |
| Athena Investment Management | 3,214 | $437.2K | 0.23% | −35−1.1% | Reduced |
| Measured Risk Portfolios, Inc. | 3,215 | $437.2K | 0.47% | 00.0% | Unchanged |
| Univest Financial Corp | 3,215 | $437.3K | 0.02% | +5+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,227 | $438.9K | 0.24% | +3,227 | New |
| Waldron Private Wealth LLC | 3,240 | $440.7K | 0.02% | +132+4.2% | Added |
| Independence Bank of Kentucky | 3,241 | $440.8K | 0.06% | −200−5.8% | Reduced |
| Ambassador Advisors, LLC | 3,249 | $441.9K | 0.07% | −5−0.2% | Reduced |
| Hartford Financial Management Inc. | 3,250 | $442.1K | 0.12% | −14−0.4% | Reduced |
| Clifford Group, LLC | 3,251 | $442.2K | 0.34% | +219+7.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,260 | $443.4K | 0.04% | +7+0.2% | Added |
| B&L Asset Management LLC | 3,270 | $444.8K | 0.23% | +60+1.9% | Added |
| Courier Capital LLC | 3,277 | $445.7K | 0.03% | −104−3.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,285 | $446.9K | 0.04% | +47+1.5% | Added |
| Assetmark, Inc | 3,291 | $447.7K | 0.00% | +906+38.0% | Added |
| Blue Edge Capital, LLC | 3,298 | $448.6K | 0.06% | +4+0.1% | Added |
| Eisler Capital Management Ltd. | 3,272 | $448.8K | 0.01% | −295−8.3% | Reduced |
| Welch Group, LLC | 3,311 | $450.3K | 0.02% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,317 | $451.2K | 0.05% | −96−2.8% | Reduced |
| Allen Investment Management LLC | 3,318 | $451.3K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,319 | $451.4K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,343 | $454.7K | 0.06% | −2,995−47.3% | Reduced |
| Wedgewood Investors Inc | 3,350 | $455.7K | 0.50% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,350 | $455.7K | 0.02% | +47+1.4% | Added |
| Foster & Motley Inc | 3,353 | $456.0K | 0.02% | −83−2.4% | Reduced |
| Ballentine Partners, LLC | 3,363 | $457.4K | 0.01% | +185+5.8% | Added |
| Larson Financial Group LLC | 3,366 | $457.8K | 0.02% | −1,312−28.0% | Reduced |
| Vista Cima Wealth Management LLC | 3,368 | $458.1K | 0.38% | +3,368 | New |
| MSH Capital Advisors LLC | 3,368 | $458.2K | 0.12% | −50−1.5% | Reduced |
| Uncommon Cents Investing LLC | 3,382 | $460.0K | 0.11% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,395 | $461.8K | 0.06% | +3,395 | New |
| Cyndeo Wealth Partners, LLC | 3,397 | $462.1K | 0.03% | −38,770−91.9% | Reduced |
| Moody National Bank Trust Division | 3,407 | $463.4K | 0.04% | −44−1.3% | Reduced |
| Roundview Capital LLC | 3,407 | $463.4K | 0.03% | +107+3.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,408 | $463.6K | 0.05% | +3,408 | New |
| Estabrook Capital Management | 3,417 | $464.8K | 0.07% | −90−2.6% | Reduced |
| Federated Hermes, Inc. | 3,426 | $466.0K | 0.00% | −19,767−85.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,563 | $467.8K | 0.05% | +3,563 | New |
| Corbyn Investment Management Inc | 3,441 | $468.0K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,450 | $469.3K | 0.03% | +3,450 | New |
| HCR Wealth Advisors | 3,479 | $469.5K | 0.05% | +871+33.4% | Added |
| Busey Wealth Management | 3,455 | $469.9K | 0.01% | −2,656−43.5% | Reduced |
| Riverbend Wealth Management, LLC | 3,455 | $470.0K | 0.33% | +60+1.8% | Added |