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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 2,468 | $335.7K | 0.12% | +679+38.0% | Added |
| Goodman Financial Corp | 2,466 | $335.4K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,462 | $334.9K | 0.03% | +227+10.2% | Added |
| Brookwood Investment Group LLC | 2,460 | $334.6K | 0.04% | −65−2.6% | Reduced |
| Trust Co of Oklahoma | 2,456 | $334.1K | 0.10% | −41−1.6% | Reduced |
| Berger Financial Group, Inc | 2,451 | $333.4K | 0.02% | −141−5.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,446 | $332.7K | 0.10% | −148−5.7% | Reduced |
| Pflug Koory, LLC | 2,444 | $332.5K | 0.16% | −52−2.1% | Reduced |
| Compass Capital Corp | 2,397 | $332.4K | 0.15% | +8+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,431 | $330.7K | 0.02% | +60+2.5% | Added |
| Quilter Plc | 2,430 | $330.5K | 0.01% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,429 | $330.4K | 0.12% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 2,426 | $330.0K | 0.08% | −983−28.8% | Reduced |
| Fort Sheridan Advisors LLC | 2,425 | $329.9K | 0.04% | −32−1.3% | Reduced |
| Strategies Wealth Advisors, LLC | 2,420 | $329.2K | 0.03% | +485+25.1% | Added |
| Greenfield Savings Bank | 2,408 | $327.5K | 0.14% | −25−1.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,408 | $327.5K | 0.21% | +47+2.0% | Added |
| PFG Advisors | 2,400 | $326.5K | 0.01% | −402−14.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,400 | $326.4K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,400 | $326.4K | 0.02% | +319+15.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,396 | $325.9K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,394 | $325.7K | 0.05% | +19+0.8% | Added |
| Laurel Wealth Advisors LLC | 2,391 | $325.2K | 0.05% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,386 | $324.6K | 0.12% | +16+0.7% | Added |
| Capital Performance Advisors LLP | 2,382 | $324.0K | 0.05% | +2,382 | New |
| SkyOak Wealth, LLC | 2,378 | $323.5K | 0.06% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 2,369 | $322.3K | 0.14% | +10+0.4% | Added |
| Marietta Investment Partners LLC | 2,368 | $322.1K | 0.06% | +8+0.3% | Added |
| Cross Staff Investments Inc | 2,363 | $321.4K | 0.22% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 2,359 | $320.9K | 0.16% | 00.0% | Unchanged |
| Trust Point Inc. | 2,358 | $320.7K | 0.03% | +199+9.2% | Added |
| FIL Ltd | 2,351 | $319.8K | 0.00% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,347 | $319.2K | 0.11% | −116−4.7% | Reduced |
| Jacobs & Co | 2,346 | $319.0K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,335 | $317.6K | 0.02% | −71−3.0% | Reduced |
| Brown Brothers Harriman & Co | 2,332 | $317.2K | 0.00% | −330−12.4% | Reduced |
| Vestor Capital, LLC | 2,322 | $316.0K | 0.02% | −7,696−76.8% | Reduced |
| Principal Street Partners, LLC | 2,317 | $315.2K | 0.05% | −2,255−49.3% | Reduced |
| Breakwater Capital Group | 2,312 | $314.5K | 0.05% | +30+1.3% | Added |
| Gilliland Jeter Wealth Management LLC | 2,308 | $313.9K | 0.10% | −10−0.4% | Reduced |
| Financial Engines Advisors L.L.C. | 2,307 | $313.8K | 0.00% | +256+12.5% | Added |
| Quarry LP | 2,306 | $313.7K | 0.08% | −7,176−75.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,298 | $312.5K | 0.01% | −73−3.1% | Reduced |
| Callahan Advisors, LLC | 2,296 | $312.3K | 0.03% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,293 | $311.9K | 0.02% | +23+1.0% | Added |
| Duncan Williams Asset Management, LLC | 2,287 | $311.1K | 0.09% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,285 | $310.8K | 0.14% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,280 | $310.1K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $310.1K | 0.29% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,279 | $310.0K | 0.00% | +11+0.5% | Added |
| Flywheel Private Wealth LLC | 2,273 | $309.2K | 0.24% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,257 | $307.0K | 0.05% | +2,257 | New |
| Cadent Capital Advisors, LLC | 2,257 | $306.9K | 0.08% | +124+5.8% | Added |
| Lantern Wealth Advisors, LLC | 2,247 | $305.7K | 0.16% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,246 | $305.5K | 0.03% | +2,246 | New |
| Tributary Capital Management, LLC | 2,245 | $305.4K | 0.03% | +2,245 | New |
| Measured Wealth Private Client Group, LLC | 2,241 | $304.8K | 0.08% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,237 | $304.3K | 0.06% | −28−1.2% | Reduced |
| North Star Asset Management Inc | 2,233 | $303.7K | 0.01% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,233 | $303.7K | 0.02% | +2,233 | New |
| Hudson Valley Investment Advisors Inc | 2,225 | $302.6K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,207 | $300.2K | 0.02% | −2,814−56.0% | Reduced |
| Red Door Wealth Management, LLC | 2,202 | $299.5K | 0.03% | −50−2.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,201 | $299.4K | 0.09% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,197 | $298.8K | 0.02% | −2−0.1% | Reduced |
| Disciplined Investors, L.L.C. | 2,195 | $298.6K | 0.21% | −257−10.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $298.2K | 0.10% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,191 | $298.0K | 0.03% | −8,338−79.2% | Reduced |
| Polymer Capital Management (US) LLC | 2,190 | $297.9K | 0.04% | −4,359−66.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,189 | $297.7K | 0.06% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,187 | $297.5K | 0.03% | −48−2.1% | Reduced |
| Blackhawk Capital Partners LLC. | 2,185 | $297.2K | 0.12% | −397−15.4% | Reduced |
| Hantz Financial Services, Inc. | 2,181 | $297.0K | 0.00% | +152+7.5% | Added |
| HBW Advisory Services LLC | 2,161 | $293.9K | 0.03% | +24+1.1% | Added |
| Acropolis Investment Management, LLC | 2,460 | $293.5K | 0.01% | +474+23.9% | Added |
| Sym Financial Corp | 2,147 | $292.0K | 0.03% | +408+23.5% | Added |
| Berkshire Asset Management LLC | 2,126 | $289.2K | 0.01% | +300+16.4% | Added |
| TD Capital Management LLC | 2,126 | $289.2K | 0.03% | +10.0% | Added |
| Capital Analysts, LLC | 2,123 | $289.0K | 0.01% | −29−1.3% | Reduced |
| Naples Global Advisors, LLC | 2,121 | $288.5K | 0.02% | +2+0.1% | Added |
| Leisure Capital Management | 2,121 | $288.5K | 0.10% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,117 | $288.0K | 0.05% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,115 | $287.7K | 0.02% | −46−2.1% | Reduced |
| MV Capital Management, Inc. | 2,112 | $287.3K | 0.03% | +100+5.0% | Added |
| Post Resch Tallon Group Inc. | 2,110 | $287.0K | 0.25% | −829−28.2% | Reduced |
| Close Asset Management Ltd | 2,110 | $287.0K | 0.01% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,105 | $286.3K | 0.25% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,094 | $284.8K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,092 | $284.5K | 0.56% | −38,651−94.9% | Reduced |
| Corton Capital Inc. | 2,084 | $283.5K | 0.70% | +2,084 | New |
| Alan B. Lancz & Associates, Inc. | 2,082 | $283.2K | 0.26% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,080 | $282.9K | 0.01% | +2,080 | New |
| Waters Parkerson & Co., LLC | 2,074 | $282.1K | 0.01% | −13−0.6% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $280.2K | 0.21% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,054 | $279.3K | 0.04% | +2,054 | New |
| Rehmann Capital Advisory Group | 2,046 | $278.4K | 0.02% | +129+6.7% | Added |
| Alta Advisers Ltd | 2,045 | $278.2K | 0.09% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $276.8K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,034 | $276.7K | 0.00% | +2,034 | New |
| Portside Wealth Group, LLC | 2,033 | $276.5K | 0.04% | +75+3.8% | Added |