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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1,746 | $237.5K | 0.01% | +166+10.5% | Added |
| Touchstone Capital, Inc. | 1,745 | $237.4K | 0.12% | +1,745 | New |
| Wealthspan Partners, LLC | 1,743 | $237.1K | 0.09% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,738 | $236.4K | 0.08% | −62−3.4% | Reduced |
| LM Advisors LLC | 1,737 | $236.0K | 0.03% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,729 | $235.2K | 0.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,722 | $234.2K | 0.03% | +5+0.3% | Added |
| Aprio Wealth Management, LLC | 1,721 | $234.1K | 0.02% | +1,721 | New |
| Root Financial Partners, LLC | 1,718 | $233.7K | 0.01% | +1,718 | New |
| True North Advisors, LLC | 1,718 | $233.6K | 0.04% | +3+0.2% | Added |
| Sentry LLC | 1,710 | $232.6K | 0.06% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,707 | $232.2K | 0.03% | +1,707 | New |
| Strait & Sound Wealth Management LLC | 1,705 | $231.9K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,703 | $231.6K | 0.10% | +165+10.7% | Added |
| IVC Wealth Advisors LLC | 1,700 | $231.3K | 0.10% | −35−2.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,699 | $231.1K | 0.08% | +17+1.0% | Added |
| Crestmont Private Wealth LLC | 1,698 | $230.9K | 0.08% | 00.0% | Unchanged |
| Eastern Bank | 1,695 | $230.6K | 0.00% | −68−3.9% | Reduced |
| SageView Advisory Group, LLC | 1,693 | $230.2K | 0.01% | +1,693 | New |
| Spire Wealth Management | 1,692 | $230.2K | 0.01% | +152+9.9% | Added |
| Phillips Wealth Planners LLC | 1,728 | $229.7K | 0.19% | +1,728 | New |
| Farmers Trust Co | 1,682 | $228.8K | 0.04% | +1,682 | New |
| Catalina Capital Group, LLC | 1,676 | $228.0K | 0.14% | −182−9.8% | Reduced |
| JNBA Financial Advisors | 1,674 | $227.7K | 0.02% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,673 | $227.6K | 0.02% | −175−9.5% | Reduced |
| State of Wyoming | 1,672 | $227.4K | 0.03% | −140−7.7% | Reduced |
| Sovereign Financial Group, Inc. | 1,667 | $226.7K | 0.04% | +1,667 | New |
| Centaurus Financial, Inc. | 1,660 | $226.0K | 0.01% | +4+0.2% | Added |
| Websterrogers Financial Advisors, LLC | 1,659 | $225.7K | 0.07% | −28−1.7% | Reduced |
| Biltmore Family Office, LLC | 1,659 | $225.7K | 0.03% | +1,659 | New |
| Oak Harbor Wealth Partners, LLC | 1,659 | $225.7K | 0.06% | +1,659 | New |
| Evergreen Wealth Solutions, LLC | 1,658 | $225.5K | 0.13% | +1,658 | New |
| Newman Dignan & Sheerar, Inc. | 1,656 | $225.2K | 0.05% | +1,656 | New |
| Aspire Private Capital, LLC | 1,656 | $225.2K | 0.05% | +1,656 | New |
| Murphy Pohlad Asset Management LLC | 1,650 | $224.4K | 0.09% | +1,650 | New |
| BNC Wealth Management, LLC | 1,650 | $224.4K | 0.06% | +1,650 | New |
| Independent Wealth Network Inc. | 1,648 | $224.1K | 0.07% | −124−7.0% | Reduced |
| Perennial Investment Advisors, LLC | 1,646 | $223.9K | 0.02% | −105−6.0% | Reduced |
| Summit Wealth Group LLC | 1,860 | $223.5K | 0.03% | +1,860 | New |
| Prosperity Consulting Group, LLC | 1,642 | $223.3K | 0.01% | +1,642 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $222.9K | 0.14% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,636 | $222.5K | 0.01% | +1,636 | New |
| Gries Financial LLC | 1,636 | $222.5K | 0.04% | +1,636 | New |
| Shell Asset Management Co | 1,630 | $222.0K | 0.02% | −1,117−40.7% | Reduced |
| First Business Financial Services, Inc. | 1,631 | $221.8K | 0.02% | +1,631 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,630 | $221.7K | 0.03% | −576−26.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,630 | $221.7K | 0.02% | +1,630 | New |
| Cherry Tree Wealth Management, LLC | 1,629 | $221.6K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,626 | $221.1K | 0.02% | +105+6.9% | Added |
| SJS Investment Consulting Inc. | 1,625 | $221.0K | 0.03% | +1,394+603.5% | Added |
| Sather Financial Group Inc | 1,625 | $221.0K | 0.01% | +1,625 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,624 | $220.9K | 0.07% | +1,624 | New |
| Willis Johnson & Associates, Inc. | 1,623 | $220.8K | 0.01% | +1,623 | New |
| CWS Financial Advisors, LLC | 1,623 | $220.8K | 0.06% | +1,623 | New |
| Tradition Wealth Management, LLC | 1,622 | $220.7K | 0.02% | +1,622 | New |
| Zacks Investment Management | 1,621 | $220.5K | 0.00% | +1,621 | New |
| Novak & Powell Financial Services, Inc. | 1,620 | $220.4K | 0.12% | +1,620 | New |
| Crestwood Advisors Group LLC | 1,613 | $219.5K | 0.00% | +1,613 | New |
| Childress Capital Advisors, LLC | 1,611 | $219.1K | 0.04% | +1,611 | New |
| Green Harvest Asset Management LLC | 1,609 | $218.9K | 0.00% | +1,609 | New |
| Archer Investment Corp | 1,608 | $218.7K | 0.05% | +2+0.1% | Added |
| Phoenix Holdings Ltd. | 1,596 | $217.2K | 0.00% | −1,336−45.6% | Reduced |
| Cullen Investment Group, Ltd. | 1,630 | $216.9K | 0.03% | +1,630 | New |
| BLB&B Advisors, LLC | 1,593 | $216.7K | 0.01% | +1,593 | New |
| Wealthcare Capital Partners, LLC | 1,585 | $215.6K | 0.10% | +1,585 | New |
| Turtle Creek Wealth Advisors, LLC | 1,581 | $215.1K | 0.02% | +1,581 | New |
| Continuum Advisory, LLC | 1,579 | $214.8K | 0.02% | +1,579 | New |
| Asset Dedication, LLC | 1,577 | $214.4K | 0.01% | −544−25.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,576 | $214.4K | 0.06% | −326−17.1% | Reduced |
| Elm3 Financial Group, LLC | 1,574 | $214.1K | 0.18% | −741−32.0% | Reduced |
| SlateStone Wealth, LLC | 1,570 | $214.0K | 0.02% | +1,570 | New |
| Hardin Capital Partners, LLC | 1,571 | $213.7K | 0.11% | +1,571 | New |
| Bank of New Hampshire | 1,562 | $212.5K | 0.05% | −110−6.6% | Reduced |
| Riversedge Advisors, LLC | 1,553 | $211.3K | 0.04% | +1,553 | New |
| Partners Wealth Management, LLC | 1,552 | $211.1K | 0.21% | +1,552 | New |
| First National Bank of Hutchinson | 1,550 | $210.8K | 0.11% | +1,550 | New |
| Jupiter Wealth Management LLC | 1,550 | $210.8K | 0.10% | +1,550 | New |
| Meridian Wealth Management, LLC | 1,547 | $210.5K | 0.01% | +1,547 | New |
| Arbor Investment Advisors, LLC | 1,547 | $210.4K | 0.03% | −294−16.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,545 | $210.1K | 0.11% | −427−21.7% | Reduced |
| Keebeck Wealth Management, LLC | 1,537 | $209.1K | 0.02% | +1,537 | New |
| InTrack Investment Management Inc | 1,536 | $208.9K | 0.12% | +1,536 | New |
| Loudon Investment Management, LLC | 1,527 | $207.7K | 0.11% | +1,527 | New |
| Argus Investors' Counsel, Inc. | 1,526 | $207.6K | 0.17% | +1,526 | New |
| Blue Rock Wealth Management LLC | 1,524 | $207.3K | 0.13% | +1,524 | New |
| Embree Financial Group | 1,522 | $207.0K | 0.03% | +1,522 | New |
| Apriem Advisors | 1,521 | $206.9K | 0.02% | +1,521 | New |
| RD Lewis Holdings, Inc. | 1,498 | $206.8K | 0.19% | +1,498 | New |
| Traveka Wealth, LLC | 1,518 | $206.5K | 0.09% | +1,518 | New |
| Clarius Group, LLC | 1,517 | $206.3K | 0.01% | −1,070−41.4% | Reduced |
| Fiduciary Planning LLC | 1,516 | $206.2K | 0.06% | +1,516 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,516 | $206.2K | 0.02% | −323−17.6% | Reduced |
| William Blair Investment Management, LLC | 1,513 | $205.8K | 0.00% | +1,513 | New |
| Cahill Financial Advisors Inc | 1,512 | $205.6K | 0.02% | +1,512 | New |
| Peterson Wealth Services | 3,601 | $204.9K | 0.05% | +2,154+148.9% | Added |
| LMG Wealth Partners, LLC | 1,505 | $204.7K | 0.04% | +1,505 | New |
| CRA Financial Services, LLC | 1,503 | $204.4K | 0.03% | +1,503 | New |
| Amarillo National Bank | 1,501 | $204.2K | 0.04% | +1,501 | New |
| Staley Capital Advisers Inc | 1,500 | $204.0K | 0.01% | +1,500 | New |
| Edge Wealth Management LLC | 1,500 | $204.0K | 0.04% | +1,500 | New |