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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.

Institutional holdersQ3 2025: 1,838 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ3 2025: $41.6B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$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
InstitutionSharesValue% of portfolioChange in sharesAction
Fulcrum Equity Management0$00.00%−1,787−100.0%Sold out
Spring Capital Management, LLC0$00.00%−1,767−100.0%Sold out
Archford Capital Strategies, LLC0$00.00%−1,750−100.0%Sold out
Harbour Trust & Investment Management Co0$00.00%−1,741−100.0%Sold out
GeoWealth Management, LLC0$00.00%−1,515−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,253−100.0%Sold out
Y.D. More Investments Ltd0$00.00%−1,147−100.0%Sold out
Westchester Capital Management, LLC0$00.00%−1,100−100.0%Sold out
Crossingbridge Advisors, LLC0$00.00%−1,000−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−874−100.0%Sold out
Garde Capital, Inc.0$00.00%−872−100.0%Sold out
Horizon Bancorp Inc0$00.00%−750−100.0%Sold out
Olistico Wealth, LLC0$00.00%−729−100.0%Sold out
Maseco LLP0$00.00%−676−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−584−100.0%Sold out
Kiker Wealth Management, LLC0$00.00%−557−100.0%Sold out
MorganRosel Wealth Management, LLC0$00.00%−546−100.0%Sold out
Capula Management Ltd0$00.00%−502−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−449−100.0%Sold out
Putney Financial Group LLC0$00.00%−427−100.0%Sold out
Traub Capital Management LLC0$00.00%−362−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−350−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−329−100.0%Sold out
Transce3nd, LLC0$00.00%−321−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−317−100.0%Sold out
Hoese & Co LLP0$00.00%−302−100.0%Sold out
Pinpoint Asset Management (Singapore) Pte. Ltd.0$00.00%−266−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−260−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−200−100.0%Sold out
Cetera Trust Company, N.A0$00.00%−193−100.0%Sold out
ORG Wealth Partners, LLC0$00.00%−176−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−169−100.0%Sold out
Sierra Ocean, LLC0$00.00%−149−100.0%Sold out
Chung Wu Investment Group, LLC0$00.00%−100−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−87−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−72−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−68−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−62−100.0%Sold out
Holos Integrated Wealth LLC0$00.00%−54−100.0%Sold out
Marshall & Sullivan Inc0$00.00%−50−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−20−100.0%Sold out
GFG Capital, LLC0$00.00%−16−100.0%Sold out
PMV Capital Advisers, LLC0$00.00%−16−100.0%Sold out
Disciplined Equity Management, Inc.0$00.00%−15−100.0%Sold out
Ridgewood Investments LLC0$00.00%−14−100.0%Sold out
Optiver Holding B.V.0$00.00%−14−100.0%Sold out
Total Investment Management Inc0$00.00%−10−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−5−100.0%Sold out
Norges Bank––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Congress Wealth Management LLC––––Not filed
CIBC World Markets Corp––––Not filed
Northeast Financial Consultants Inc––––Not filed
Moser Wealth Advisors, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
J. W. Coons Advisors, LLC––––Not filed
Cobler Capital Management, LLC––––Not filed
Schnieders Capital Management LLC––––Not filed
Prairie Sky Financial Group LLC––––Not filed
Hamilton Capital, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Good Life Advisors, LLC––––Not filed
Graypoint LLC––––Not filed
Capital Market Strategies LLC––––Not filed
TFG Advisers LLC––––Not filed
Forte Capital LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Financial Gravity Companies, Inc.––––Not filed
PrairieView Partners, LLC––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Christopher J. Hasenberg, Inc––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed