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 |
|---|---|---|---|---|---|
| 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 |
| waypoint wealth counsel | 3,799 | $516.7K | 0.20% | +3,799 | New |
| Kuhn & Co Investment Counsel | 3,785 | $514.8K | 0.41% | −1,118−22.8% | Reduced |
| Saturna Capital CORP | 3,781 | $514.3K | 0.01% | −107−2.8% | Reduced |
| Princeton Global Asset Management LLC | 3,774 | $513.3K | 0.09% | −157−4.0% | Reduced |
| Waterloo Capital, L.P. | 3,744 | $509.2K | 0.04% | +1,569+72.1% | Added |
| Cadinha & Co LLC | 3,732 | $507.6K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,725 | $506.7K | 0.23% | 00.0% | Unchanged |
| Field & Main Bank | 3,718 | $505.7K | 0.15% | +10+0.3% | Added |
| Two Sigma Advisers, LP | 3,700 | $503.3K | 0.00% | +3,700 | New |
| Trustmark National Bank Trust Department | 3,695 | $502.6K | 0.03% | −219−5.6% | Reduced |
| Boothbay Fund Management, LLC | 3,691 | $502.1K | 0.01% | +1,122+43.7% | Added |
| Riverwater Partners LLC | 3,679 | $500.4K | 0.21% | −118−3.1% | Reduced |
| First Citizens Bank & Trust Co | 3,674 | $499.7K | 0.01% | +72+2.0% | Added |
| Ballew Advisors, Inc | 3,784 | $495.1K | 0.28% | +8+0.2% | Added |
| Conning Inc. | 3,635 | $494.4K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,629 | $493.6K | 0.22% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,618 | $492.2K | 0.04% | −576−13.7% | Reduced |
| Capital Investment Advisory Services, LLC | 3,617 | $492.0K | 0.04% | −41−1.1% | Reduced |
| Corps Capital Advisors, LLC | 3,612 | $491.3K | 0.74% | 00.0% | Unchanged |
| Keel Point, LLC | 3,606 | $490.5K | 0.03% | +89+2.5% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $489.7K | 0.07% | +3,600 | New |
| Tripletail Wealth Management, LLC | 3,712 | $489.0K | 0.58% | +50+1.4% | Added |
| National Wealth Management Group, LLC | 3,590 | $488.3K | 0.18% | +3,590 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $487.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,580 | $487.0K | 0.02% | −74,453−95.4% | Reduced |
| Rossby Financial, LCC | 3,592 | $483.4K | 0.16% | −8−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,551 | $483.0K | 0.04% | −812−18.6% | Reduced |
| Harbor Advisors LLC | 3,541 | $481.6K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,520 | $478.9K | 0.02% | −89−2.5% | Reduced |
| Parkside Financial Bank & Trust | 3,520 | $478.8K | 0.04% | +966+37.8% | Added |
| Schnieders Capital Management, LLC. | 3,508 | $477.2K | 0.09% | +3,508 | New |
| GPS Wealth Strategies Group, LLC | 3,496 | $475.5K | 0.05% | −484−12.2% | Reduced |
| Woodmont Investment Counsel LLC | 3,488 | $474.4K | 0.03% | +58+1.7% | Added |
| Uhlmann Price Securities, LLC | 3,483 | $473.8K | 0.29% | +215+6.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,464 | $471.2K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,461 | $470.8K | 0.02% | +507+17.2% | Added |
| Riverbend Wealth Management, LLC | 3,455 | $470.0K | 0.33% | +60+1.8% | Added |
| Busey Wealth Management | 3,455 | $469.9K | 0.01% | −2,656−43.5% | Reduced |
| HCR Wealth Advisors | 3,479 | $469.5K | 0.05% | +871+33.4% | Added |
| Journey Advisory Group, LLC | 3,450 | $469.3K | 0.03% | +3,450 | New |
| Corbyn Investment Management Inc | 3,441 | $468.0K | 0.14% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 3,563 | $467.8K | 0.05% | +3,563 | New |
| Federated Hermes, Inc. | 3,426 | $466.0K | 0.00% | −19,767−85.2% | Reduced |
| Estabrook Capital Management | 3,417 | $464.8K | 0.07% | −90−2.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,408 | $463.6K | 0.05% | +3,408 | New |
| Roundview Capital LLC | 3,407 | $463.4K | 0.03% | +107+3.2% | Added |
| Moody National Bank Trust Division | 3,407 | $463.4K | 0.04% | −44−1.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,397 | $462.1K | 0.03% | −38,770−91.9% | Reduced |
| Tennessee Valley Asset Management Partners | 3,395 | $461.8K | 0.06% | +3,395 | New |
| Uncommon Cents Investing LLC | 3,382 | $460.0K | 0.11% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,368 | $458.2K | 0.12% | −50−1.5% | Reduced |
| Vista Cima Wealth Management LLC | 3,368 | $458.1K | 0.38% | +3,368 | New |
| Larson Financial Group LLC | 3,366 | $457.8K | 0.02% | −1,312−28.0% | Reduced |
| Ballentine Partners, LLC | 3,363 | $457.4K | 0.01% | +185+5.8% | Added |
| Foster & Motley Inc | 3,353 | $456.0K | 0.02% | −83−2.4% | Reduced |
| CWA Asset Management Group, LLC | 3,350 | $455.7K | 0.02% | +47+1.4% | Added |
| Wedgewood Investors Inc | 3,350 | $455.7K | 0.50% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,343 | $454.7K | 0.06% | −2,995−47.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,319 | $451.4K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,318 | $451.3K | 0.01% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,317 | $451.2K | 0.05% | −96−2.8% | Reduced |
| Welch Group, LLC | 3,311 | $450.3K | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 3,272 | $448.8K | 0.01% | −295−8.3% | Reduced |
| Blue Edge Capital, LLC | 3,298 | $448.6K | 0.06% | +4+0.1% | Added |
| Assetmark, Inc | 3,291 | $447.7K | 0.00% | +906+38.0% | Added |
| Harbor Investment Advisory, LLC | 3,285 | $446.9K | 0.04% | +47+1.5% | Added |
| Courier Capital LLC | 3,277 | $445.7K | 0.03% | −104−3.1% | Reduced |
| B&L Asset Management LLC | 3,270 | $444.8K | 0.23% | +60+1.9% | Added |
| Brandywine Oak Private Wealth LLC | 3,260 | $443.4K | 0.04% | +7+0.2% | Added |
| Clifford Group, LLC | 3,251 | $442.2K | 0.34% | +219+7.2% | Added |
| Hartford Financial Management Inc. | 3,250 | $442.1K | 0.12% | −14−0.4% | Reduced |
| Ambassador Advisors, LLC | 3,249 | $441.9K | 0.07% | −5−0.2% | Reduced |
| Independence Bank of Kentucky | 3,241 | $440.8K | 0.06% | −200−5.8% | Reduced |
| Waldron Private Wealth LLC | 3,240 | $440.7K | 0.02% | +132+4.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,227 | $438.9K | 0.24% | +3,227 | New |
| Univest Financial Corp | 3,215 | $437.3K | 0.02% | +5+0.2% | Added |
| Measured Risk Portfolios, Inc. | 3,215 | $437.2K | 0.47% | 00.0% | Unchanged |
| Athena Investment Management | 3,214 | $437.2K | 0.23% | −35−1.1% | Reduced |
| Vista Investment Partners LLC | 3,198 | $435.0K | 0.12% | +40+1.3% | Added |
| Rossmore Private Capital | 3,192 | $434.2K | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 3,177 | $432.1K | 0.00% | −612−16.2% | Reduced |
| Weaver Consulting Group | 3,176 | $432.0K | 0.11% | −183−5.4% | Reduced |
| Magnus Financial Group LLC | 3,160 | $429.9K | 0.03% | +77+2.5% | Added |
| Pacifica Partners Inc. | 3,192 | $429.6K | 0.15% | +2,921+1,077.9% | Added |
| Granite Group Advisors, LLC | 3,147 | $428.1K | 0.26% | +60+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 3,149 | $428.0K | 0.15% | +55+1.8% | Added |
| Flputnam Investment Management Co | 3,145 | $427.8K | 0.01% | +594+23.3% | Added |
| Legacy Private Trust Co. | 3,142 | $427.4K | 0.03% | +135+4.5% | Added |
| GHP Investment Advisors, Inc. | 3,138 | $426.8K | 0.02% | −14−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,135 | $426.4K | 0.02% | +248+8.6% | Added |
| Second Line Capital, LLC | 3,134 | $426.3K | 0.09% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,133 | $426.2K | 0.35% | −117−3.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $421.7K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,091 | $420.5K | 0.06% | −35−1.1% | Reduced |
| Stokes Family Office, LLC | 3,091 | $420.4K | 0.04% | +761+32.7% | Added |
| Mayflower Financial Advisors, LLC | 3,085 | $419.6K | 0.05% | −74−2.3% | Reduced |
| 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 |