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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 3,461 | $470.8K | 0.02% | +507+17.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,464 | $471.2K | 0.04% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,483 | $473.8K | 0.29% | +215+6.6% | Added |
| Woodmont Investment Counsel LLC | 3,488 | $474.4K | 0.03% | +58+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 3,496 | $475.5K | 0.05% | −484−12.2% | Reduced |
| Schnieders Capital Management, LLC. | 3,508 | $477.2K | 0.09% | +3,508 | New |
| Parkside Financial Bank & Trust | 3,520 | $478.8K | 0.04% | +966+37.8% | Added |
| Belpointe Asset Management LLC | 3,520 | $478.9K | 0.02% | −89−2.5% | Reduced |
| Harbor Advisors LLC | 3,541 | $481.6K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,551 | $483.0K | 0.04% | −812−18.6% | Reduced |
| Rossby Financial, LCC | 3,592 | $483.4K | 0.16% | −8−0.2% | Reduced |
| Dark Forest Capital Management LP | 3,580 | $487.0K | 0.02% | −74,453−95.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $487.2K | 0.00% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,590 | $488.3K | 0.18% | +3,590 | New |
| Tripletail Wealth Management, LLC | 3,712 | $489.0K | 0.58% | +50+1.4% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $489.7K | 0.07% | +3,600 | New |
| Keel Point, LLC | 3,606 | $490.5K | 0.03% | +89+2.5% | Added |
| Corps Capital Advisors, LLC | 3,612 | $491.3K | 0.74% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,617 | $492.0K | 0.04% | −41−1.1% | Reduced |
| Cozad Asset Management Inc | 3,618 | $492.2K | 0.04% | −576−13.7% | Reduced |
| S.A. Mason LLC | 3,629 | $493.6K | 0.22% | 00.0% | Unchanged |
| Conning Inc. | 3,635 | $494.4K | 0.02% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,784 | $495.1K | 0.28% | +8+0.2% | Added |
| First Citizens Bank & Trust Co | 3,674 | $499.7K | 0.01% | +72+2.0% | Added |
| Riverwater Partners LLC | 3,679 | $500.4K | 0.21% | −118−3.1% | Reduced |
| Boothbay Fund Management, LLC | 3,691 | $502.1K | 0.01% | +1,122+43.7% | Added |
| Trustmark National Bank Trust Department | 3,695 | $502.6K | 0.03% | −219−5.6% | Reduced |
| Two Sigma Advisers, LP | 3,700 | $503.3K | 0.00% | +3,700 | New |
| Field & Main Bank | 3,718 | $505.7K | 0.15% | +10+0.3% | Added |
| Ransom Advisory, Ltd | 3,725 | $506.7K | 0.23% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,732 | $507.6K | 0.07% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,744 | $509.2K | 0.04% | +1,569+72.1% | Added |
| Princeton Global Asset Management LLC | 3,774 | $513.3K | 0.09% | −157−4.0% | Reduced |
| Saturna Capital CORP | 3,781 | $514.3K | 0.01% | −107−2.8% | Reduced |
| Kuhn & Co Investment Counsel | 3,785 | $514.8K | 0.41% | −1,118−22.8% | Reduced |
| waypoint wealth counsel | 3,799 | $516.7K | 0.20% | +3,799 | New |
| Spinnaker Trust | 3,826 | $520.4K | 0.03% | −12−0.3% | Reduced |
| Three Seasons Wealth, LLC | 3,826 | $520.4K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,828 | $520.7K | 0.04% | −212−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,832 | $521.3K | 0.01% | −269−6.6% | Reduced |
| Roberts Glore & Co Inc | 3,840 | $522.3K | 0.14% | −222−5.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,841 | $522.4K | 0.01% | +205+5.6% | Added |
| Roof Eidam & Maycock | 3,843 | $522.7K | 0.13% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,850 | $523.7K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,850 | $523.7K | 0.17% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,869 | $526.0K | 0.01% | −230−5.6% | Reduced |
| PDS Planning, Inc | 3,880 | $527.8K | 0.04% | −44−1.1% | Reduced |
| Smart Portfolios, LLC | 3,900 | $530.5K | 0.51% | −165−4.1% | Reduced |
| Smartleaf Asset Management LLC | 3,858 | $530.8K | 0.03% | +1,658+75.4% | Added |
| Southland Equity Partners LLC | 3,909 | $531.6K | 0.11% | +88+2.3% | Added |
| GW Henssler & Associates Ltd | 3,920 | $533.2K | 0.03% | −50−1.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,923 | $533.6K | 0.03% | +48+1.2% | Added |
| Drive Wealth Management, LLC | 3,925 | $533.9K | 0.11% | −254−6.1% | Reduced |
| Crawford Investment Counsel Inc | 3,927 | $534.2K | 0.01% | +350+9.8% | Added |
| Campion Asset Management LLC | 3,950 | $537.3K | 0.38% | −66−1.6% | Reduced |
| Fulton Bank, N.A. | 3,951 | $537.4K | 0.02% | −280−6.6% | Reduced |
| Versant Capital Management, Inc | 3,953 | $537.7K | 0.07% | +1,873+90.0% | Added |
| Demars Financial Group, LLC | 3,970 | $539.9K | 0.19% | −459−10.4% | Reduced |
| Excalibur Management Corp | 3,979 | $541.2K | 0.20% | +15+0.4% | Added |
| Syntegra Private Wealth Group, LLC | 3,992 | $543.0K | 0.05% | +45+1.1% | Added |
| Cigna Investments Inc | 4,001 | $544.0K | 0.08% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $544.0K | 0.06% | +4,000 | New |
| Oakland Financial Corp | 4,000 | $544.1K | 9.28% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,007 | $545.1K | 0.14% | +1,517+60.9% | Added |
| Sivia Capital Partners, LLC | 4,008 | $545.2K | 0.15% | +4,008 | New |
| Change Path, LLC | 4,011 | $545.6K | 0.01% | −149−3.6% | Reduced |
| GWN Securities Inc. | 3,980 | $548.0K | 0.13% | −2,244−36.1% | Reduced |
| 1248 Management, LLC | 4,046 | $550.3K | 0.31% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,059 | $552.1K | 0.44% | +4,059 | New |
| Biltmore Wealth Management, LLC | 4,073 | $554.0K | 0.21% | +460+12.7% | Added |
| Peoples Financial Services Corp. | 4,075 | $554.3K | 0.25% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,084 | $555.5K | 0.01% | +370+10.0% | Added |
| Capital Investment Advisors, LLC | 4,097 | $557.3K | 0.01% | −431−9.5% | Reduced |
| Western Wealth Management, LLC | 4,100 | $557.6K | 0.03% | +7+0.2% | Added |
| Skopos Labs, Inc. | 4,690 | $559.2K | 0.08% | −115−2.4% | Reduced |
| Modera Wealth Management, LLC | 4,112 | $559.4K | 0.01% | −133−3.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,114 | $559.6K | 0.02% | +344+9.1% | Added |
| Angeles Wealth Management, LLC | 4,115 | $559.7K | 0.03% | +104+2.6% | Added |
| Virtu Financial LLC | 4,120 | $560.0K | 0.03% | +4,120 | New |
| Denali Advisors LLC | 4,118 | $560.1K | 0.06% | +4,118 | New |
| Burford Brothers, Inc. | 4,121 | $560.6K | 0.24% | +41+1.0% | Added |
| SAM Advisors, LLC | 4,136 | $562.6K | 0.18% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,137 | $562.7K | 0.29% | −150−3.5% | Reduced |
| Mill Capital Management, LLC | 4,144 | $563.7K | 0.04% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 4,146 | $563.9K | 0.27% | +1,500+56.7% | Added |
| Gratus Wealth Advisors, LLC | 4,153 | $564.9K | 0.08% | +261+6.7% | Added |
| Means Investment Co., Inc. | 4,169 | $567.0K | 0.05% | −167−3.9% | Reduced |
| Empire Financial Management Company, LLC | 4,176 | $568.1K | 0.13% | −40−0.9% | Reduced |
| Sage Mountain Advisors LLC | 4,181 | $568.7K | 0.03% | +2,035+94.8% | Added |
| CX Institutional | 4,192 | $570.0K | 0.02% | +1,145+37.6% | Added |
| Lincoln Capital LLC | 4,292 | $570.9K | 0.11% | −191−4.3% | Reduced |
| Nilsine Partners, LLC | 4,215 | $573.3K | 0.05% | +504+13.6% | Added |
| Johnson & White Wealth Management, LLC | 4,235 | $576.0K | 0.26% | +10.0% | Added |
| FineMark National Bank & Trust | 4,262 | $579.7K | 0.02% | −65−1.5% | Reduced |
| Argyle Capital Partners, LLC | 4,283 | $582.5K | 0.42% | −14−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,297 | $584.5K | 0.03% | +79+1.9% | Added |
| Headlands Technologies LLC | 4,300 | $584.9K | 0.05% | +4,300 | New |
| Martingale Asset Management L P | 4,303 | $585.3K | 0.01% | −2,097−32.8% | Reduced |
| Gryphon Financial Partners LLC | 4,307 | $585.8K | 0.07% | +16+0.4% | Added |
| Richwood Investment Advisors, LLC | 4,310 | $586.2K | 0.46% | 00.0% | Unchanged |