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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 1,497 | $203.6K | 0.02% | −52−3.4% | Reduced |
| SBI Securities Co., Ltd. | 1,494 | $203.2K | 0.01% | −53−3.4% | Reduced |
| Financial Management Network Inc | 1,528 | $203.1K | 0.03% | +1,528 | New |
| West Family Investments, Inc. | 1,486 | $202.1K | 0.05% | +1,486 | New |
| Endowment Wealth Management, Inc. | 1,483 | $201.7K | 0.09% | +1,483 | New |
| Hendley & Co Inc | 1,480 | $201.0K | 0.07% | −325−18.0% | Reduced |
| Gradient Investments LLC | 1,473 | $200.4K | 0.00% | +1,473 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $200.2K | 0.02% | +1,472 | New |
| Cambridge Financial Group, LLC | 1,471 | $200.1K | 0.06% | +1,471 | New |
| Cromwell Holdings LLC | 1,464 | $199.1K | 0.11% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,650 | $196.8K | 0.00% | +1,650 | New |
| NBT Bank N A | 730 | $194.9K | 0.01% | −706−49.2% | Reduced |
| Sound Income Strategies, LLC | 1,472 | $192.9K | 0.01% | −123−7.7% | Reduced |
| Chilton Capital Management LLC | 1,414 | $192.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,411 | $191.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $184.2K | 0.04% | 00.0% | Unchanged |
| 10Elms LLP | 1,354 | $184.2K | 0.17% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $184.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,348 | $183.4K | 0.08% | −10−0.7% | Reduced |
| Bullock Wealth Management Group | 1,352 | $182.0K | 0.09% | −49−3.5% | Reduced |
| South Dakota Investment Council | 1,320 | $180.0K | 0.00% | −600−31.3% | Reduced |
| Grove Bank & Trust | 1,314 | $178.7K | 0.02% | +8+0.6% | Added |
| General Partner, Inc. | 1,303 | $177.2K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,292 | $175.7K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,272 | $173.0K | 0.01% | −89−6.5% | Reduced |
| Tompkins Financial Corp | 1,244 | $169.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,240 | $168.0K | 0.03% | −5−0.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,219 | $166.0K | 0.02% | −113−8.5% | Reduced |
| Creative Financial Designs Inc | 1,184 | $161.1K | 0.01% | −838−41.4% | Reduced |
| True Wealth Design, LLC | 1,177 | $160.0K | 0.05% | +561+91.1% | Added |
| AdvisorNet Financial, Inc | 1,175 | $159.8K | 0.01% | +43+3.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $159.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,162 | $158.1K | 0.10% | +39+3.5% | Added |
| Sittner & Nelson, LLC | 1,150 | $156.5K | 0.06% | 00.0% | Unchanged |
| Centennial Bank | 1,130 | $153.7K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,129 | $153.6K | 0.01% | +911+417.9% | Added |
| Golden State Wealth Management, LLC | 1,106 | $150.5K | 0.02% | +4+0.4% | Added |
| United Community Bank | 1,099 | $149.5K | 0.05% | +6+0.5% | Added |
| McIlrath & Eck, LLC | 1,084 | $147.5K | 0.02% | +100+10.2% | Added |
| Asset Planning,Inc | 1,079 | $146.7K | 0.11% | +4+0.4% | Added |
| American Capital Advisory, LLC | 1,059 | $144.0K | 0.07% | +2+0.2% | Added |
| Smithfield Trust Co | 1,068 | $144.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 1,054 | $143.4K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,038 | $141.2K | 0.06% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 1,025 | $139.4K | 2.00% | +1,000+4,000.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $137.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,008 | $137.2K | 0.02% | +96+10.5% | Added |
| Mechanics Financial Corp | 1,000 | $136.0K | 0.05% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 491 | $132.9K | 0.03% | +491 | New |
| Cloud Capital Management, LLC | 967 | $131.0K | 0.07% | +967 | New |
| Mark Sheptoff Financial Planning, LLC | 960 | $130.6K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 957 | $130.2K | 0.02% | +15+1.6% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $129.2K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 949 | $129.1K | 0.01% | −49−4.9% | Reduced |
| Motco | 938 | $127.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 936 | $127.3K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 970 | $127.0K | 0.08% | −385−28.4% | Reduced |
| City State Bank | 926 | $126.0K | 0.04% | −16−1.7% | Reduced |
| Broadwater Capital Management LLC | 900 | $122.4K | 0.09% | −106,470−99.2% | Reduced |
| American National Bank | 882 | $120.0K | 0.01% | −12−1.3% | Reduced |
| Plato Investment Management Ltd | 880 | $118.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 869 | $118.2K | 0.00% | −38−4.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 858 | $116.7K | 0.04% | +8+0.9% | Added |
| CoreCap Advisors, LLC | 854 | $116.2K | 0.00% | +41+5.0% | Added |
| Global Trust Asset Management, LLC | 848 | $115.3K | 0.05% | −157−15.6% | Reduced |
| VSM Wealth Advisory, LLC | 830 | $112.9K | 0.04% | +1+0.1% | Added |
| Avion Wealth | 818 | $111.0K | 0.02% | +12+1.5% | Added |
| TFC Financial Management | 801 | $108.9K | 0.01% | +8+1.0% | Added |
| PFS Partners, LLC | 781 | $106.2K | 0.05% | +155+24.8% | Added |
| Glen Eagle Advisors, LLC | 778 | $105.8K | 0.01% | +68+9.6% | Added |
| Gleason Group, Inc. | 775 | $105.4K | 0.01% | +7+0.9% | Added |
| Financial Management Professionals, Inc. | 764 | $104.0K | 0.01% | +7+0.9% | Added |
| ORG Partners LLC | 763 | $103.8K | 0.02% | −195−20.4% | Reduced |
| Riverview Trust Co | 761 | $103.5K | 0.13% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 757 | $103.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 756 | $102.8K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $101.9K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 739 | $100.6K | 0.01% | +5+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 725 | $98.6K | 0.03% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 714 | $97.1K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 707 | $96.1K | 0.04% | +5+0.7% | Added |
| Hager Investment Management Services, LLC | 701 | $95.3K | 0.05% | −48−6.4% | Reduced |
| Kentucky Trust Co | 700 | $95.2K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 697 | $94.8K | 0.03% | −1,177−62.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 696 | $94.7K | 0.01% | +696 | New |
| Clark Wealth Partners | 720 | $92.9K | 0.06% | +12+1.7% | Added |
| Toth Financial Advisory Corp | 682 | $92.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 660 | $89.8K | 0.02% | +222+50.7% | Added |
| Bank of Jackson Hole Trust | 660 | $89.8K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 650 | $88.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 636 | $86.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $85.7K | 0.02% | +150+31.3% | Added |
| Heartwood Wealth Advisors LLC | 629 | $85.6K | 0.01% | +629 | New |
| Kimelman & Baird, LLC | 625 | $85.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 623 | $84.8K | 0.04% | −10−1.6% | Reduced |
| Main Street Group, LTD | 616 | $83.8K | 0.02% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 612 | $83.2K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 607 | $82.6K | 0.00% | −253−29.4% | Reduced |
| Pandora Wealth, Inc. | 605 | $82.3K | 0.05% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 603 | $82.0K | 0.06% | 00.0% | Unchanged |