Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,108 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.

Institutional holdersQ3 2025: 1,838 institutions

Value heldQ3 2025: $41.6B

Institutions holding PSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,108	$53.5B
Q1 2026	2,131	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,795	$37.9B
Q4 2024	1,781	$34.9B
Q3 2024	1,774	$39.8B
Q2 2024	1,786	$44.2B
Q1 2024	1,878	$52.2B
Q4 2023	1,792	$43.7B
Q3 2023	1,663	$38.5B
Q2 2023	1,541	$30.9B
Q1 2023	1,572	$33.4B
Q4 2022	1,574	$35.1B
Q3 2022	1,418	$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.

Institutions holding PSX in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
First United Bank Trust	190	$25.8K	0.01%	+25+15.2%	Added
Concord Wealth Partners	189	$25.7K	0.00%	+1+0.5%	Added
Meeder Asset Management Inc	187	$25.4K	0.00%	+6+3.3%	Added
Silvant Capital Management LLC	186	$25.3K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	184	$25.0K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	178	$24.2K	0.00%	+5+2.9%	Added
Barnes Dennig Private Wealth Management LLC	178	$24.2K	0.03%	+178	New
First PREMIER Bank	176	$24.0K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	174	$23.7K	0.03%	00.0%	Unchanged
Byrne Asset Management LLC	173	$23.5K	0.01%	00.0%	Unchanged
Parvin Asset Management, LLC	173	$23.5K	0.02%	00.0%	Unchanged
Truvestments Capital LLC	171	$23.3K	0.00%	+53+44.9%	Added
Financial Consulate, Inc	168	$22.9K	0.00%	+168	New
Blue Bell Private Wealth Management, LLC	166	$22.6K	0.00%	+8+5.1%	Added
Private Wealth Management Group, LLC	163	$22.2K	0.01%	00.0%	Unchanged
Advantage Trust Co	162	$22.0K	0.01%	−400−71.2%	Reduced
Roble, Belko & Company, Inc	161	$22.0K	0.00%	+50+45.0%	Added
Friedenthal Financial	155	$21.1K	0.01%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	155	$21.0K	0.01%	+1+0.6%	Added
Burkett Financial Services, LLC	151	$20.6K	0.01%	+1+0.7%	Added
Bell Investment Advisors, Inc	151	$20.5K	0.00%	−12−7.4%	Reduced
TruNorth Capital Management, LLC	150	$20.4K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	150	$20.4K	0.02%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	150	$20.4K	0.00%	+150	New
Fairscale Capital, LLC	147	$20.0K	0.01%	+1+0.7%	Added
Wall Street Access Asset Management, LLC	144	$19.6K	0.00%	+144	New
Stephens Consulting, LLC	133	$18.1K	0.01%	−97−42.2%	Reduced
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	130	$17.7K	0.04%	00.0%	Unchanged
First Pacific Financial	126	$17.2K	0.00%	+1+0.8%	Added
WPG Advisers, LLC	126	$17.1K	0.01%	+14+12.5%	Added
Bogart Wealth, LLC	122	$16.6K	0.00%	−97−44.3%	Reduced
Promus Capital, LLC	121	$16.5K	0.01%	+121	New
Richardson Capital Management LLC	115	$15.6K	0.01%	00.0%	Unchanged
Midwest Capital Advisors, LLC	114	$15.5K	0.01%	00.0%	Unchanged
First Community Trust NA	111	$15.1K	0.01%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	110	$15.0K	0.01%	+100+1,000.0%	Added
LGT Financial Advisors LLC	110	$14.9K	0.03%	−2−1.8%	Reduced
Roxbury Financial LLC	108	$14.6K	0.01%	+1+0.9%	Added
MJT & Associates Financial Advisory Group, Inc.	107	$14.6K	0.01%	+45+72.6%	Added
Creative Capital Management Investments LLC	100	$13.6K	0.00%	00.0%	Unchanged
Family Legacy Financial Solutions, LLC	100	$13.6K	0.01%	00.0%	Unchanged
Barrett & Company, Inc.	100	$13.6K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	97	$13.2K	0.00%	+1+1.0%	Added
Sachetta, LLC	97	$13.2K	0.00%	+17+21.3%	Added
Western Pacific Wealth Management, LP	95	$12.9K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	94	$12.8K	0.00%	+20+27.0%	Added
Blume Capital Management, Inc.	91	$12.4K	0.00%	00.0%	Unchanged
Binnacle Investments Inc	91	$12.4K	0.01%	+68+295.7%	Added
SOA Wealth Advisors, LLC.	88	$12.0K	0.00%	+1+1.1%	Added
Financial Perspectives, Inc	88	$12.0K	0.00%	+25+39.7%	Added
S&T Bank	88	$12.0K	0.00%	+49+125.6%	Added
Howard Hughes Medical Institute	87	$11.8K	0.01%	−2−2.2%	Reduced
Strengthening Families & Communities, LLC	86	$11.8K	0.00%	+86	New
Westend Capital Management, LLC	86	$11.7K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	85	$11.6K	0.00%	00.0%	Unchanged
Alpine Bank Wealth Management	83	$11.3K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	82	$11.1K	0.01%	+1+1.2%	Added
Keener Financial Planning LLC	82	$11.0K	0.01%	00.0%	Unchanged
T. Rowe Price Investment Management, Inc.	80	$11.0K	0.00%	+80	New
Principia Wealth Advisory, LLC	77	$10.5K	0.01%	+2+2.7%	Added
Hopwood Financial Services, Inc.	75	$10.2K	0.01%	00.0%	Unchanged
BFSG, LLC	75	$10.2K	0.00%	+75	New
YANKCOM Partnership	74	$10.1K	0.00%	−106−58.9%	Reduced
Activest Wealth Management	72	$9.79K	0.00%	+7+10.8%	Added
First Financial Corp	69	$9.38K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	68	$9.29K	0.00%	00.0%	Unchanged
North Capital, Inc.	68	$9.25K	0.01%	00.0%	Unchanged
Albion Financial Group	67	$9.11K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	67	$9.11K	0.01%	+23+52.3%	Added
Lavaca Capital LLC	66	$8.98K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	66	$8.97K	0.00%	00.0%	Unchanged
Abound Wealth Management	65	$8.87K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	62	$8.43K	0.00%	+17+37.8%	Added
Center for Financial Planning, Inc.	57	$7.75K	0.00%	00.0%	Unchanged
Accent Capital Management, LLC	57	$7.75K	0.00%	+57	New
Mascoma Wealth Management LLC	54	$7.34K	0.00%	+54	New
Anfield Capital Management, LLC	53	$7.21K	0.00%	00.0%	Unchanged
Noble Wealth Management PBC	51	$6.94K	0.00%	+51	New
Financial Freedom, LLC	50	$6.80K	0.00%	00.0%	Unchanged
Accredited Wealth Management, LLC	900	$6.80K	0.01%	+850+1,700.0%	Added
RMG Wealth Management LLC	51	$6.55K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	45	$6.12K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	42	$5.71K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	42	$5.71K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	42	$5.71K	0.01%	00.0%	Unchanged
Prudent Man Investment Management, Inc.	50	$5.70K	0.00%	00.0%	Unchanged
Groupe la Francaise	46	$5.39K	0.00%	+46	New
Marquette Asset Management, LLC	37	$5.03K	0.00%	+37	New
DiNuzzo Private Wealth, Inc.	37	$4.94K	0.00%	+1+2.8%	Added
Guerra Advisors Inc	36	$4.93K	0.00%	+36	New
Fiduciary Advisors, Inc.	35	$4.76K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	35	$4.69K	0.00%	+35	New
Tradewinds Capital Management, LLC	34	$4.63K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	34	$4.63K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	32	$4.35K	0.00%	−1−3.0%	Reduced
Tidemark, LLC	31	$4.22K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	30	$4.08K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	36	$4.00K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	28	$3.81K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	26	$3.53K	0.00%	−9−25.7%	Reduced