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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 4,879 | $663.7K | 0.04% | −3−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 4,875 | $663.1K | 0.01% | +566+13.1% | Added |
| Armor Investment Advisors, LLC | 4,855 | $660.4K | 0.21% | +74+1.5% | Added |
| Dearborn Partners LLC | 4,815 | $655.0K | 0.03% | +332+7.4% | Added |
| Investors Research Corp | 4,776 | $649.6K | 0.12% | 00.0% | Unchanged |
| NVWM, LLC | 4,725 | $642.8K | 0.14% | +176+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,721 | $642.1K | 0.08% | −8−0.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 4,700 | $639.3K | 0.03% | −1,390−22.8% | Reduced |
| Autumn Glory Partners, LLC | 4,690 | $637.9K | 0.26% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,682 | $636.8K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,648 | $632.2K | 0.06% | +1,253+36.9% | Added |
| KCM Investment Advisors LLC | 4,636 | $630.5K | 0.02% | +74+1.6% | Added |
| Annex Advisory Services, LLC | 4,613 | $627.5K | 0.01% | −1,414−23.5% | Reduced |
| Charter Trust Co | 4,612 | $627.3K | 0.04% | −126−2.7% | Reduced |
| EntryPoint Capital, LLC | 4,595 | $625.0K | 0.24% | +4,595 | New |
| LVM Capital Management Ltd | 4,595 | $625.0K | 0.06% | −50−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 4,566 | $621.1K | 0.05% | +1,381+43.4% | Added |
| Trust Co of Vermont | 4,562 | $620.5K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,559 | $620.1K | 0.05% | −164−3.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,530 | $616.2K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 4,523 | $615.2K | 0.04% | +23+0.5% | Added |
| WP Advisors, LLC | 4,507 | $613.0K | 0.16% | +37+0.8% | Added |
| Merrion Investment Management Co, LLC | 4,500 | $612.1K | 0.35% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,482 | $609.6K | 0.36% | −64−1.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,578 | $608.9K | 0.22% | +28+0.6% | Added |
| Veracity Capital LLC | 4,461 | $606.8K | 0.20% | −216−4.6% | Reduced |
| Bennett Associates Wealth Management | 4,448 | $605.0K | 0.44% | −112−2.5% | Reduced |
| Net Worth Advisory Group | 4,441 | $604.0K | 0.17% | −743−14.3% | Reduced |
| Modern Wealth Management, LLC | 4,437 | $603.4K | 0.01% | −31−0.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $602.6K | 0.18% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 4,420 | $601.2K | 0.12% | +680+18.2% | Added |
| Whittier Trust Co | 4,516 | $600.7K | 0.01% | +193+4.5% | Added |
| Palisade Asset Management, LLC | 4,388 | $596.9K | 0.06% | −15−0.3% | Reduced |
| Evoke Wealth, LLC | 4,387 | $596.8K | 0.01% | +728+19.9% | Added |
| Focus Financial Network, Inc. | 4,387 | $596.7K | 0.02% | +10.0% | Added |
| Adviser Investments LLC | 4,342 | $590.6K | 0.01% | +896+26.0% | Added |
| Patron Partners Advisors, LLC | 4,342 | $590.6K | 0.27% | +425+10.9% | Added |
| Islay Capital Management, LLC | 4,335 | $589.6K | 0.34% | −300−6.5% | Reduced |
| Richwood Investment Advisors, LLC | 4,310 | $586.2K | 0.46% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,307 | $585.8K | 0.07% | +16+0.4% | Added |
| Martingale Asset Management L P | 4,303 | $585.3K | 0.01% | −2,097−32.8% | Reduced |
| Headlands Technologies LLC | 4,300 | $584.9K | 0.05% | +4,300 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,297 | $584.5K | 0.03% | +79+1.9% | Added |
| Argyle Capital Partners, LLC | 4,283 | $582.5K | 0.42% | −14−0.3% | Reduced |
| FineMark National Bank & Trust | 4,262 | $579.7K | 0.02% | −65−1.5% | Reduced |
| Johnson & White Wealth Management, LLC | 4,235 | $576.0K | 0.26% | +10.0% | Added |
| Nilsine Partners, LLC | 4,215 | $573.3K | 0.05% | +504+13.6% | Added |
| Lincoln Capital LLC | 4,292 | $570.9K | 0.11% | −191−4.3% | Reduced |
| CX Institutional | 4,192 | $570.0K | 0.02% | +1,145+37.6% | Added |
| Sage Mountain Advisors LLC | 4,181 | $568.7K | 0.03% | +2,035+94.8% | Added |
| Empire Financial Management Company, LLC | 4,176 | $568.1K | 0.13% | −40−0.9% | Reduced |
| Means Investment Co., Inc. | 4,169 | $567.0K | 0.05% | −167−3.9% | Reduced |
| Gratus Wealth Advisors, LLC | 4,153 | $564.9K | 0.08% | +261+6.7% | Added |
| QTR Family Wealth, LLC | 4,146 | $563.9K | 0.27% | +1,500+56.7% | Added |
| Mill Capital Management, LLC | 4,144 | $563.7K | 0.04% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,137 | $562.7K | 0.29% | −150−3.5% | Reduced |
| SAM Advisors, LLC | 4,136 | $562.6K | 0.18% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,121 | $560.6K | 0.24% | +41+1.0% | Added |
| Denali Advisors LLC | 4,118 | $560.1K | 0.06% | +4,118 | New |
| Virtu Financial LLC | 4,120 | $560.0K | 0.03% | +4,120 | New |
| Angeles Wealth Management, LLC | 4,115 | $559.7K | 0.03% | +104+2.6% | Added |
| Freestone Capital Holdings, LLC | 4,114 | $559.6K | 0.02% | +344+9.1% | Added |
| Modera Wealth Management, LLC | 4,112 | $559.4K | 0.01% | −133−3.1% | Reduced |
| Skopos Labs, Inc. | 4,690 | $559.2K | 0.08% | −115−2.4% | Reduced |
| Western Wealth Management, LLC | 4,100 | $557.6K | 0.03% | +7+0.2% | Added |
| Capital Investment Advisors, LLC | 4,097 | $557.3K | 0.01% | −431−9.5% | Reduced |
| Harbour Investments, Inc. | 4,084 | $555.5K | 0.01% | +370+10.0% | Added |
| Peoples Financial Services Corp. | 4,075 | $554.3K | 0.25% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 4,073 | $554.0K | 0.21% | +460+12.7% | Added |
| Marathon Strategic Advisors, LLC | 4,059 | $552.1K | 0.44% | +4,059 | New |
| 1248 Management, LLC | 4,046 | $550.3K | 0.31% | 00.0% | Unchanged |
| GWN Securities Inc. | 3,980 | $548.0K | 0.13% | −2,244−36.1% | Reduced |
| Change Path, LLC | 4,011 | $545.6K | 0.01% | −149−3.6% | Reduced |
| Sivia Capital Partners, LLC | 4,008 | $545.2K | 0.15% | +4,008 | New |
| Atticus Wealth Management, LLC | 4,007 | $545.1K | 0.14% | +1,517+60.9% | Added |
| Oakland Financial Corp | 4,000 | $544.1K | 9.28% | 00.0% | Unchanged |
| 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 |
| Syntegra Private Wealth Group, LLC | 3,992 | $543.0K | 0.05% | +45+1.1% | Added |
| Excalibur Management Corp | 3,979 | $541.2K | 0.20% | +15+0.4% | Added |
| Demars Financial Group, LLC | 3,970 | $539.9K | 0.19% | −459−10.4% | Reduced |
| Versant Capital Management, Inc | 3,953 | $537.7K | 0.07% | +1,873+90.0% | Added |
| Fulton Bank, N.A. | 3,951 | $537.4K | 0.02% | −280−6.6% | Reduced |
| Campion Asset Management LLC | 3,950 | $537.3K | 0.38% | −66−1.6% | Reduced |
| Crawford Investment Counsel Inc | 3,927 | $534.2K | 0.01% | +350+9.8% | Added |
| Drive Wealth Management, LLC | 3,925 | $533.9K | 0.11% | −254−6.1% | Reduced |
| Frank, Rimerman Advisors LLC | 3,923 | $533.6K | 0.03% | +48+1.2% | Added |
| GW Henssler & Associates Ltd | 3,920 | $533.2K | 0.03% | −50−1.3% | Reduced |
| Southland Equity Partners LLC | 3,909 | $531.6K | 0.11% | +88+2.3% | Added |
| Smartleaf Asset Management LLC | 3,858 | $530.8K | 0.03% | +1,658+75.4% | Added |
| Smart Portfolios, LLC | 3,900 | $530.5K | 0.51% | −165−4.1% | Reduced |
| PDS Planning, Inc | 3,880 | $527.8K | 0.04% | −44−1.1% | Reduced |
| Vaughan David Investments LLC | 3,869 | $526.0K | 0.01% | −230−5.6% | Reduced |
| 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 |
| Roof Eidam & Maycock | 3,843 | $522.7K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,841 | $522.4K | 0.01% | +205+5.6% | Added |
| Roberts Glore & Co Inc | 3,840 | $522.3K | 0.14% | −222−5.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,832 | $521.3K | 0.01% | −269−6.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,828 | $520.7K | 0.04% | −212−5.2% | Reduced |