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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 576 | $78.0K | 0.01% | +78+15.7% | Added |
| Tower View Investment Management & Research LLC | 560 | $76.2K | 0.04% | +5+0.9% | Added |
| Ogorek Anthony Joseph | 563 | $76.0K | 0.02% | +51+10.0% | Added |
| Duncker Streett & Co Inc | 556 | $75.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 548 | $75.0K | 0.00% | +534+3,814.3% | Added |
| Sarver Vrooman Wealth Advisors | 547 | $74.4K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $72.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 535 | $72.8K | 0.03% | +106+24.7% | Added |
| Wealth Preservation Advisors, LLC | 534 | $72.6K | 0.04% | +11+2.1% | Added |
| Harbor Asset Planning, Inc. | 533 | $72.5K | 0.06% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 531 | $72.2K | 0.02% | −1−0.2% | Reduced |
| Park Place Capital Corp | 523 | $71.1K | 0.02% | −150−22.3% | Reduced |
| Key Financial Inc | 514 | $69.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 503 | $68.4K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $68.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $68.0K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $68.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $68.0K | 0.00% | +400+400.0% | Added |
| JFS Wealth Advisors, LLC | 497 | $67.6K | 0.00% | +1+0.2% | Added |
| Aventura Private Wealth, LLC | 491 | $66.8K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 485 | $66.0K | 0.02% | +485 | New |
| Millstone Evans Group, LLC | 481 | $65.4K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 480 | $65.3K | 0.00% | +480 | New |
| 1 North Wealth Services LLC | 474 | $64.5K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 465 | $63.3K | 0.02% | +30+6.9% | Added |
| Salomon & Ludwin, LLC | 471 | $62.6K | 0.01% | +282+149.2% | Added |
| Crowley Wealth Management, Inc. | 455 | $61.9K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 450 | $61.3K | 0.01% | +127+39.3% | Added |
| Pin Oak Investment Advisors Inc | 450 | $61.2K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 438 | $59.6K | 0.04% | 00.0% | Unchanged |
| Financially Speaking Inc | 428 | $58.3K | 0.04% | +3+0.7% | Added |
| Tacita Capital Inc | 420 | $57.1K | 0.03% | +175+71.4% | Added |
| Costello Asset Management, INC | 400 | $54.4K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 391 | $53.2K | 0.02% | +115+41.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 385 | $52.4K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 361 | $50.4K | 0.07% | +361 | New |
| Compagnie Lombard Odier SCmA | 370 | $50.3K | 0.00% | −108−22.6% | Reduced |
| Evolution Advisers, Inc. | 373 | $50.0K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 363 | $49.4K | 0.04% | +52+16.7% | Added |
| Prestige Wealth Management Group LLC | 358 | $48.7K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $48.7K | 0.02% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 350 | $47.6K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 350 | $47.6K | 0.02% | +350 | New |
| Team Financial Group, LLC | 350 | $47.6K | 0.02% | +3+0.9% | Added |
| Operose Advisors LLC | 346 | $47.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 342 | $46.5K | 0.00% | +54+18.8% | Added |
| GW&K Investment Management, LLC | 328 | $45.0K | 0.00% | +9+2.8% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $44.9K | 0.03% | 00.0% | Unchanged |
| Trust Co | 329 | $44.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 326 | $44.4K | 0.02% | +2+0.6% | Added |
| Chesapeake Asset Management LLC | 324 | $44.1K | 0.04% | −725−69.1% | Reduced |
| Centerpoint Advisors, LLC | 322 | $44.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 321 | $43.7K | 0.00% | +211+191.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 320 | $43.6K | 0.00% | +320 | New |
| AXS Investments LLC | 320 | $43.5K | 0.01% | +320 | New |
| Arlington Trust Co LLC | 316 | $43.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 311 | $42.3K | 0.01% | +36+13.1% | Added |
| Whipplewood Advisors, LLC | 300 | $40.8K | 0.03% | −101−25.2% | Reduced |
| Future Financial Wealth Managment LLC | 300 | $40.8K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $40.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $40.7K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 292 | $39.7K | 0.01% | +46+18.7% | Added |
| Longview Financial Advisors LLC | 286 | $38.9K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $38.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 284 | $38.7K | 0.01% | −184−39.3% | Reduced |
| First Command Advisory Services, Inc. | 283 | $38.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 275 | $37.4K | 0.02% | −25−8.3% | Reduced |
| West Branch Capital LLC | 275 | $37.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 272 | $37.0K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 262 | $35.9K | 0.03% | +262 | New |
| Wealth Watch Advisors, INC | 263 | $35.8K | 0.01% | +263 | New |
| Rise Advisors, LLC | 261 | $35.5K | 0.01% | +10+4.0% | Added |
| Webster Bank, N. A. | 258 | $35.1K | 0.00% | −12−4.4% | Reduced |
| CNB Bank | 257 | $35.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 252 | $34.3K | 0.02% | +2+0.8% | Added |
| Signature Resources Capital Management, LLC | 250 | $34.0K | 0.02% | −166−39.9% | Reduced |
| Rogco, LP | 250 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 250 | $34.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 247 | $33.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 242 | $33.0K | 0.02% | +2+0.8% | Added |
| Fortitude Family Office, LLC | 235 | $32.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 233 | $31.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 219 | $29.8K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 217 | $29.5K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 215 | $29.2K | 0.01% | −1,408−86.8% | Reduced |
| Founders Capital Management | 215 | $29.2K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 214 | $29.1K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 214 | $29.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 213 | $29.0K | 0.02% | −210−49.6% | Reduced |
| Bruce G. Allen Investments, LLC | 213 | $29.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 210 | $28.6K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 207 | $28.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 204 | $27.7K | 0.00% | −5−2.4% | Reduced |
| GoalVest Advisory LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $27.2K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $27.2K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $26.8K | 0.04% | +58+41.7% | Added |