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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 3,083 | $419.4K | 0.07% | +3,083 | New |
| Advisory Alpha, LLC | 3,096 | $418.0K | 0.01% | +13+0.4% | Added |
| Strategy Asset Managers LLC | 3,067 | $417.2K | 0.08% | +230+8.1% | Added |
| Pitcairn Co | 3,050 | $414.9K | 0.03% | −105−3.3% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $412.3K | 0.12% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,025 | $411.5K | 0.03% | −161−5.1% | Reduced |
| Thomasville National Bank | 3,017 | $410.4K | 0.03% | +400+15.3% | Added |
| MTM Investment Management, LLC | 3,012 | $409.7K | 0.13% | −466−13.4% | Reduced |
| Lummis Asset Management, LP | 3,011 | $409.6K | 0.27% | 00.0% | Unchanged |
| LCNB Corp | 3,009 | $409.3K | 0.14% | −185−5.8% | Reduced |
| Summit Global Investments | 3,001 | $408.0K | 0.02% | +112+3.9% | Added |
| Full Sail Capital, LLC | 2,997 | $407.6K | 0.02% | +827+38.1% | Added |
| Kanawha Capital Management LLC | 2,995 | $407.4K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,991 | $406.9K | 0.03% | +899+43.0% | Added |
| Plimoth Trust Co LLC | 2,984 | $405.9K | 0.09% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,977 | $404.9K | 0.13% | −104−3.4% | Reduced |
| Scotia Capital Inc. | 2,975 | $404.7K | 0.00% | −270−8.3% | Reduced |
| Aries Wealth Management | 2,973 | $404.4K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 3,090 | $403.8K | 0.02% | −92−2.9% | Reduced |
| Essential Partners LLC | 2,968 | $403.7K | 0.13% | +2,345+376.4% | Added |
| Waycross Partners, LLC | 2,965 | $403.3K | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,938 | $399.6K | 0.12% | −8−0.3% | Reduced |
| IFG Advisory, LLC | 2,936 | $399.3K | 0.02% | +182+6.6% | Added |
| Austin Private Wealth, LLC | 2,932 | $398.8K | 0.03% | −5−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 3,032 | $398.1K | 0.04% | −551−15.4% | Reduced |
| Waddell & Associates, LLC | 2,909 | $395.7K | 0.03% | +2,909 | New |
| Persium Advisors, LLC | 2,902 | $394.7K | 0.30% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,878 | $391.0K | 0.05% | −265−8.4% | Reduced |
| Sharp Financial Services, LLC | 2,868 | $390.1K | 0.21% | +225+8.5% | Added |
| AGH Wealth Advisors, LLC | 2,860 | $389.0K | 0.29% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,863 | $389.0K | 0.18% | 00.0% | Unchanged |
| Plancorp, LLC | 2,853 | $388.1K | 0.01% | −653−18.6% | Reduced |
| Howard Capital Management Inc. | 2,851 | $387.8K | 0.01% | +90+3.3% | Added |
| VestGen Advisors, LLC | 2,849 | $387.6K | 0.01% | +708+33.1% | Added |
| Greenfield Seitz Capital Management, LLC | 2,844 | $386.8K | 0.12% | +50+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 2,837 | $386.0K | 0.01% | −579−16.9% | Reduced |
| Master's Wealth Management Inc. | 2,821 | $383.7K | 0.17% | −570−16.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,818 | $383.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,805 | $381.6K | 0.03% | −237−7.8% | Reduced |
| Intrinsic Value Partners, LLC | 2,797 | $380.4K | 0.31% | −15−0.5% | Reduced |
| Apella Capital, LLC | 2,963 | $380.4K | 0.01% | +948+47.0% | Added |
| Stiles Financial Services Inc | 2,793 | $379.9K | 0.12% | −142−4.8% | Reduced |
| Generali Investments, Management Co LLC | 2,793 | $379.9K | 0.08% | −296−9.6% | Reduced |
| Arete Wealth Advisors, LLC | 2,781 | $378.0K | 0.02% | −66−2.3% | Reduced |
| Triad Wealth Partners, LLC | 2,772 | $377.1K | 0.05% | +2,772 | New |
| Liberty Capital Management, Inc. | 2,772 | $377.0K | 0.07% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,767 | $376.4K | 0.11% | −23−0.8% | Reduced |
| Davidson Trust Co | 2,761 | $375.6K | 0.16% | −20−0.7% | Reduced |
| Investment Research Partners LLC | 2,720 | $375.3K | 0.17% | +2,720 | New |
| Stockman Wealth Management, Inc. | 2,738 | $372.4K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,842 | $371.8K | 0.05% | +1,073+60.7% | Added |
| McDaniel Terry & Co | 2,730 | $371.3K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,720 | $370.0K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,719 | $369.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,718 | $369.7K | 0.20% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,717 | $369.5K | 0.03% | +217+8.7% | Added |
| GM Advisory Group, Inc. | 2,711 | $368.8K | 0.02% | +6+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,688 | $365.6K | 0.03% | −358−11.8% | Reduced |
| Forza Wealth Management, LLC | 2,674 | $363.7K | 0.14% | +191+7.7% | Added |
| Hills Bank & Trust Co | 2,667 | $362.8K | 0.02% | −1,000−27.3% | Reduced |
| Plan A Wealth LLC | 2,665 | $362.5K | 0.18% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,661 | $362.0K | 0.02% | +8+0.3% | Added |
| Harrell Investment Partners, LLC | 2,658 | $361.5K | 0.09% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,654 | $361.0K | 0.00% | +2,654 | New |
| Boston Private Wealth LLC | 2,645 | $359.8K | 0.02% | −116−4.2% | Reduced |
| ClearAlpha Technologies LP | 2,644 | $359.6K | 0.98% | +2,644 | New |
| Canal Capital Management, LLC | 2,644 | $359.6K | 0.05% | +10.0% | Added |
| Journey Strategic Wealth LLC | 2,643 | $359.5K | 0.01% | +560+26.9% | Added |
| Walker Asset Management, LLC | 2,641 | $359.2K | 0.20% | −21−0.8% | Reduced |
| Manske Wealth Management | 2,634 | $358.3K | 0.11% | 00.0% | Unchanged |
| Perpetual Ltd | 2,624 | $356.9K | 0.00% | −706−21.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $356.8K | 0.04% | −20−0.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,585 | $355.6K | 0.04% | −28−1.1% | Reduced |
| Seamount Financial Group Inc | 2,602 | $353.9K | 0.17% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,600 | $353.7K | 0.08% | −834−24.3% | Reduced |
| Dodge & Cox | 2,600 | $353.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $353.7K | 0.04% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 2,595 | $353.0K | 0.16% | +2,595 | New |
| Dividend Assets Capital, LLC | 2,592 | $352.6K | 0.06% | −112−4.1% | Reduced |
| Ascent Group, LLC | 2,589 | $352.2K | 0.01% | +2,589 | New |
| Investors Asset Management of Georgia Inc | 2,576 | $350.4K | 0.15% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,568 | $349.3K | 0.10% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,560 | $348.2K | 0.03% | −108−4.0% | Reduced |
| Successful Portfolios LLC | 2,553 | $347.3K | 0.20% | −97−3.7% | Reduced |
| Gables Capital Management Inc. | 2,552 | $347.1K | 0.15% | +50+2.0% | Added |
| Montag A & Associates Inc | 2,550 | $346.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,541 | $345.7K | 0.02% | −1,028−28.8% | Reduced |
| Capital Advantage, Inc. | 2,541 | $345.6K | 0.05% | −247−8.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,534 | $344.7K | 0.06% | −17−0.7% | Reduced |
| Ruggaard & Associates LLC | 2,532 | $344.4K | 0.13% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $343.5K | 0.04% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,568 | $343.0K | 0.13% | +97+3.9% | Added |
| Shufro Rose & Co LLC | 2,775 | $342.7K | 0.03% | 00.0% | Unchanged |
| Port Capital LLC | 2,518 | $342.0K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,490 | $338.8K | 0.06% | +80+3.3% | Added |
| M3 Advisory Group, LLC | 2,485 | $338.1K | 0.21% | +81+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,484 | $338.0K | 0.10% | −230−8.5% | Reduced |
| Roman Butler Fullerton & Co | 2,442 | $336.9K | 0.09% | +231+10.4% | Added |
| LBMC Investment Advisors, LLC | 2,473 | $336.4K | 0.02% | −16−0.6% | Reduced |