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; 2,108 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 25 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $3.40K | 0.00% | +5+25.0% | Added |
| Valued Wealth Advisors LLC | 24 | $3.29K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.86K | 0.00% | +5+31.3% | Added |
| ZRC Wealth Management, LLC | 21 | $2.86K | 0.00% | +21 | New |
| Accordant Advisory Group Inc | 20 | $2.72K | 0.00% | +20 | New |
| SWAN Capital LLC | 18 | $2.45K | 0.00% | −19−51.4% | Reduced |
| Delta Asset Management LLC | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 17 | $2.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $2.18K | 0.00% | −50−75.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 14 | $1.91K | 0.00% | +14 | New |
| DHJJ Financial Advisors, Ltd. | 14 | $1.91K | 0.00% | +14 | New |
| Evergreen Private Wealth LLC | 13 | $1.77K | 0.00% | −11−45.8% | Reduced |
| HFM Investment Advisors, LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $1.77K | 0.00% | +13 | New |
| Aspect Partners, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 9 | $1.22K | 0.00% | −316−97.2% | Reduced |
| PayPay Securities Corp | 8 | $1.12K | 0.04% | −3−27.3% | Reduced |
| Avalon Trust Co | 8 | $1.09K | 0.00% | +8 | New |
| IMG Wealth Management, Inc. | 8 | $1.09K | 0.00% | +8 | New |
| Alerus Financial NA | 5 | $680 | 0.00% | −207−97.6% | Reduced |
| IMA Wealth, Inc. | 5 | $680 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $680 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 4 | $555 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $545 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $539 | 0.00% | −500−99.2% | Reduced |
| Seneschal Advisors, LLC | 3 | $409 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $408 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $408 | 0.00% | +3 | New |
| Richardson Financial Services Inc. | 3 | $408 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $272 | 0.00% | −8−80.0% | Reduced |
| Orion Capital Management LLC | 2 | $272 | 0.00% | +2 | New |
| Atwood & Palmer Inc | 1 | $137 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $134 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $76 | 0.00% | −207−99.0% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −10,620−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −120,803−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −97,743−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −69,696−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −69,219−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −60,756−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −39,372−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −41,182−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −31,422−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −31,235−100.0% | Sold out |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,358−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −20,983−100.0% | Sold out |
| Engine Capital Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −18,066−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,756−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −13,103−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,570−100.0% | Sold out |
| Soundwatch Capital LLC | 0 | $0 | 0.00% | −1,430,039−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,393−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −10,928−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,657−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −8,923−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −8,639−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,569−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,655−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −6,584−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,231−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,656−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| McIntyre Freedman & Flynn Investment Advisers Inc | 0 | $0 | 0.00% | −2,925−100.0% | Sold out |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Hurlow Wealth Management Group, Inc. | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −2,296−100.0% | Sold out |
| Foronjy Financial LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |