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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 2,032 | $276.4K | 0.02% | +10.0% | Added |
| BKM Wealth Management, LLC | 2,027 | $275.7K | 0.10% | −232−10.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,037 | $274.1K | 0.04% | +146+7.7% | Added |
| Tarbox Family Office, Inc. | 2,012 | $273.7K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,006 | $272.9K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 2,005 | $272.7K | 0.04% | −10.0% | Reduced |
| Nemes Rush Group LLC | 2,002 | $272.3K | 0.03% | +9+0.5% | Added |
| Highlander Partners, L.P. | 2,000 | $272.0K | 0.09% | 00.0% | Unchanged |
| Versor Investments LP | 2,000 | $272.0K | 0.05% | +2,000 | New |
| Paradigm Financial Partners, LLC | 2,000 | $272.0K | 0.03% | +2,000 | New |
| MQS Management LLC | 1,997 | $271.6K | 0.16% | −2,201−52.4% | Reduced |
| WealthShield Partners, LLC | 1,996 | $271.5K | 0.03% | +188+10.4% | Added |
| Silver Coast Investments LLC | 1,994 | $271.2K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,994 | $271.2K | 0.03% | +1,994 | New |
| Cookson Peirce & Co Inc | 1,993 | $271.1K | 0.01% | +1,993 | New |
| Live Oak Private Wealth LLC | 1,991 | $270.8K | 0.04% | +1,991 | New |
| Central Bank & Trust Co | 1,990 | $270.7K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $270.7K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,985 | $270.1K | 0.02% | +170+9.4% | Added |
| Brooks, Moore & Associates, Inc. | 1,985 | $270.0K | 0.14% | −16−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 1,982 | $269.5K | 0.03% | −8−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $268.8K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,971 | $268.1K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,968 | $267.6K | 0.02% | +248+14.4% | Added |
| Beirne Wealth Consulting Services, LLC | 1,961 | $266.7K | 0.06% | +261+15.4% | Added |
| Meridian Wealth Advisors, LLC | 1,957 | $266.2K | 0.04% | +79+4.2% | Added |
| LeClair Wealth Partners LLC | 1,956 | $266.1K | 0.17% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,952 | $265.6K | 0.03% | −267−12.0% | Reduced |
| Greenland Capital Management LP | 1,950 | $265.2K | 0.04% | −5,375−73.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,950 | $265.2K | 0.00% | −58−2.9% | Reduced |
| Old Port Advisors | 1,949 | $265.1K | 0.07% | +71+3.8% | Added |
| Indiana Trust & Investment Management CO | 1,945 | $264.6K | 0.08% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,945 | $264.6K | 0.05% | +1,853+2,014.1% | Added |
| Commonwealth Financial Services, LLC | 1,939 | $263.8K | 0.05% | −151−7.2% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $263.0K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 1,927 | $262.1K | 0.13% | −130−6.3% | Reduced |
| Abacus Planning Group, Inc. | 1,915 | $260.5K | 0.04% | +160+9.1% | Added |
| Pinnacle Family Advisors, LLC | 1,907 | $259.4K | 0.11% | +215+12.7% | Added |
| Washington Trust Co | 1,905 | $259.1K | 0.01% | +50+2.7% | Added |
| X-Square Capital, LLC | 1,908 | $259.0K | 0.08% | +3+0.2% | Added |
| apricus wealth, LLC | 1,900 | $258.4K | 0.14% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,898 | $258.2K | 0.04% | +3+0.2% | Added |
| McGowan Group Asset Management, Inc. | 1,893 | $257.5K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,893 | $257.5K | 0.04% | +72+4.0% | Added |
| Financial Advisors Network, Inc. | 1,887 | $256.7K | 0.04% | +104+5.8% | Added |
| Kingswood Wealth Advisors, LLC | 1,887 | $256.7K | 0.02% | +131+7.5% | Added |
| Weik Capital Management | 1,885 | $256.4K | 0.10% | −125−6.2% | Reduced |
| Oakworth Capital, Inc. | 1,881 | $255.9K | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 1,878 | $255.4K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,878 | $255.4K | 0.00% | +1,878 | New |
| Summit Asset Management, LLC | 1,876 | $255.2K | 0.04% | +1+0.1% | Added |
| Ashton Thomas Securities, LLC | 1,874 | $254.9K | 0.04% | +17+0.9% | Added |
| Powers Advisory Group, LLC | 1,872 | $254.7K | 0.10% | −224−10.7% | Reduced |
| Gallagher Capital Advisors, LLC | 1,871 | $254.5K | 0.15% | +17+0.9% | Added |
| Howland Capital Management LLC | 1,868 | $254.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,867 | $253.9K | 0.03% | +132+7.6% | Added |
| Tranquility Partners, LLC | 1,866 | $253.8K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,861 | $253.1K | 0.02% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,860 | $253.0K | 0.04% | −3−0.2% | Reduced |
| McAdam, LLC | 1,860 | $253.0K | 0.01% | +44+2.4% | Added |
| SFMG, LLC | 1,859 | $252.9K | 0.02% | +1,859 | New |
| Argentarii, LLC | 1,850 | $251.7K | 0.11% | −5−0.3% | Reduced |
| Sandy Cove Advisors, LLC | 1,844 | $250.8K | 0.08% | +19+1.0% | Added |
| Verus Capital Partners, LLC | 1,844 | $250.8K | 0.02% | +1,844 | New |
| Radnor Capital Management, LLC | 1,842 | $250.5K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,842 | $250.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,845 | $250.4K | 0.04% | +187+11.3% | Added |
| Keating Investment Counselors Inc | 1,837 | $249.9K | 0.07% | +1,837 | New |
| Trueblood Wealth Management, LLC | 1,835 | $249.6K | 0.10% | +6+0.3% | Added |
| Wellington Shields & Co., LLC | 1,832 | $249.2K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,832 | $249.2K | 0.02% | +1,832 | New |
| Requisite Capital Management, LLC | 1,831 | $249.1K | 0.04% | +1,831 | New |
| Signature Estate & Investment Advisors LLC | 1,829 | $248.7K | 0.01% | −38−2.0% | Reduced |
| Meixler Investment Management, Ltd. | 1,827 | $248.5K | 0.15% | −367−16.7% | Reduced |
| RiverFront Investment Group, LLC | 1,821 | $247.7K | 0.00% | +100+5.8% | Added |
| Wolff Financial Management LLC | 1,815 | $246.9K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,815 | $246.8K | 0.04% | +1,815 | New |
| Northwest Quadrant Wealth Management, LLC | 1,814 | $246.8K | 0.05% | +14+0.8% | Added |
| American Alpha Advisors, LLC | 1,814 | $246.7K | 0.18% | −128−6.6% | Reduced |
| WBH Advisory Inc | 1,810 | $246.2K | 0.02% | +1,810 | New |
| a16z Perennial Management, L.P. | 1,804 | $245.4K | 0.02% | +1,804 | New |
| Retirement Planning Group | 1,803 | $245.3K | 0.01% | +1,803 | New |
| VeraBank, N.A. | 1,802 | $245.1K | 0.05% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 1,797 | $244.4K | 0.07% | +1,797 | New |
| Viawealth, LLC | 1,791 | $243.6K | 0.13% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,781 | $242.3K | 0.04% | −5−0.3% | Reduced |
| KPP Advisory Services LLC | 1,781 | $242.3K | 0.04% | −12−0.7% | Reduced |
| Paragon Capital Management Ltd | 1,777 | $241.7K | 0.05% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,776 | $241.5K | 0.14% | −51−2.8% | Reduced |
| Birmingham Capital Management Co Inc | 1,773 | $241.2K | 0.11% | −1,400−44.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,772 | $241.1K | 0.01% | −21−1.2% | Reduced |
| Hourglass Capital, LLC | 1,770 | $240.8K | 0.05% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,767 | $240.3K | 0.06% | +1,767 | New |
| Signature Wealth Management Partners, LLC | 1,765 | $240.1K | 0.13% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,764 | $239.9K | 0.05% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,758 | $239.1K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 1,754 | $238.5K | 0.03% | −150−7.9% | Reduced |
| MidWestOne Financial Group, Inc. | 1,751 | $238.2K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,751 | $238.2K | 0.04% | −10−0.6% | Reduced |
| Moller Financial Services | 1,748 | $237.8K | 0.05% | 00.0% | Unchanged |