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 |
|---|---|---|---|---|---|
| Pacific Heights Asset Management LLC | 90,000 | $12.2M | 0.54% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 88,532 | $12.0M | 0.04% | +10,155+13.0% | Added |
| American Century Companies Inc | 87,370 | $11.9M | 0.01% | +6,428+7.9% | Added |
| Viking Fund Management LLC | 87,000 | $11.8M | 1.43% | −5,000−5.4% | Reduced |
| Renaissance Technologies LLC | 86,950 | $11.8M | 0.02% | +86,950 | New |
| Retirement Systems of Alabama | 86,207 | $11.7M | 0.04% | −1,218−1.4% | Reduced |
| State of Tennessee, Treasury Department | 85,969 | $11.7M | 0.04% | +11,581+15.6% | Added |
| Daymark Wealth Partners, LLC | 85,657 | $11.7M | 0.40% | +1,074+1.3% | Added |
| Mercer Global Advisors Inc | 85,587 | $11.6M | 0.02% | +28,552+50.1% | Added |
| Sanctuary Advisors, LLC | 84,595 | $11.5M | 0.07% | −14,135−14.3% | Reduced |
| Skba Capital Management LLC | 84,535 | $11.5M | 1.59% | +100+0.1% | Added |
| Hamilton Capital Partners Inc. | 82,318 | $11.2M | 0.46% | +1,924+2.4% | Added |
| DnB Asset Management AS | 82,048 | $11.2M | 0.04% | +3,021+3.8% | Added |
| ProShare Advisors LLC | 80,675 | $11.0M | 0.02% | −8,391−9.4% | Reduced |
| Ensign Peak Advisors, Inc | 80,334 | $10.9M | 0.02% | +5,968+8.0% | Added |
| Heritage Investors Management Corp | 79,866 | $10.9M | 0.32% | −2,545−3.1% | Reduced |
| Walleye Trading LLC | 79,677 | $10.8M | 0.17% | +25,431+46.9% | Added |
| Venture Visionary Partners LLC | 79,136 | $10.8M | 0.37% | +9,585+13.8% | Added |
| Illinois Municipal Retirement Fund | 79,040 | $10.8M | 0.14% | +7,464+10.4% | Added |
| Marco Investment Management LLC | 78,756 | $10.7M | 0.82% | +1,034+1.3% | Added |
| Amalgamated Bank | 77,833 | $10.6M | 0.08% | −1,672−2.1% | Reduced |
| Advisory Services Network, LLC | 76,431 | $10.4M | 0.15% | −364−0.5% | Reduced |
| River Road Asset Management, LLC | 75,846 | $10.3M | 0.12% | +20,242+36.4% | Added |
| Bokf, NA | 75,478 | $10.3M | 0.15% | +2,410+3.3% | Added |
| Gotham Asset Management, LLC | 74,675 | $10.2M | 0.04% | −47,395−38.8% | Reduced |
| Aquatic Capital Management LLC | 73,971 | $10.1M | 0.19% | +73,971 | New |
| Visionary Wealth Advisors | 73,610 | $10.0M | 0.47% | −2,887−3.8% | Reduced |
| Xponance, Inc. | 73,424 | $9.99M | 0.08% | +12,198+19.9% | Added |
| WSFS Capital Management, LLC | 73,403 | $9.98M | 0.50% | −723−1.0% | Reduced |
| Simmons Bank | 73,143 | $9.95M | 0.66% | −455−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 72,950 | $9.92M | 0.60% | −225−0.3% | Reduced |
| Engineers Gate Manager LP | 72,012 | $9.80M | 0.11% | −59,504−45.2% | Reduced |
| Calamos Advisors LLC | 71,944 | $9.79M | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 71,331 | $9.70M | 0.02% | −1,942−2.7% | Reduced |
| Jones Financial Companies LLLP | 67,596 | $9.41M | 0.01% | +11,158+19.8% | Added |
| IFM Investors Pty Ltd | 66,720 | $9.30M | 0.08% | +601+0.9% | Added |
| Advisors Capital Management, LLC | 67,687 | $9.21M | 0.11% | +1,488+2.2% | Added |
| Utah Retirement Systems | 67,365 | $9.16M | 0.09% | −351−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 67,312 | $9.16M | 0.46% | +549+0.8% | Added |
| Pathstone Holdings, LLC | 66,748 | $9.08M | 0.03% | +2,434+3.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 65,605 | $8.92M | 0.07% | +3,784+6.1% | Added |
| Susquehanna International Group, LLP | 65,463 | $8.90M | 0.01% | −50,179−43.4% | Reduced |
| AXA Investment Managers S.A. | 64,816 | $8.82M | 0.02% | +64,816 | New |
| Rodgers Brothers Inc. | 64,713 | $8.80M | 1.08% | −1,200−1.8% | Reduced |
| Cambria Investment Management, L.P. | 64,520 | $8.78M | 0.53% | −4,434−6.4% | Reduced |
| Kingsview Wealth Management, LLC | 64,042 | $8.71M | 0.13% | +21,458+50.4% | Added |
| Teacher Retirement System of Texas | 62,892 | $8.55M | 0.03% | −8,505−11.9% | Reduced |
| Foundation Resource Management Inc | 62,869 | $8.55M | 1.23% | −64−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 62,302 | $8.47M | 0.12% | +60,586+3,530.7% | Added |
| Brown Advisory Inc | 58,866 | $8.01M | 0.01% | +1,427+2.5% | Added |
| British Columbia Investment Management Corp | 58,557 | $7.96M | 0.05% | −5,557−8.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 58,403 | $7.94M | 0.03% | +10,326+21.5% | Added |
| Cypress Capital Group | 58,327 | $7.93M | 0.95% | −489−0.8% | Reduced |
| Nordwand Advisors, LLC | 58,186 | $7.91M | 1.26% | +4,505+8.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,958 | $7.88M | 0.02% | +8,568+17.3% | Added |
| Yousif Capital Management, LLC | 57,655 | $7.84M | 0.08% | −3,746−6.1% | Reduced |
| CIBC Asset Management Inc | 57,619 | $7.84M | 0.02% | −180.0% | Reduced |
| Swiss Life Asset Management Ltd | 57,476 | $7.82M | 0.04% | +8,134+16.5% | Added |
| Oppenheimer & Co Inc | 56,858 | $7.73M | 0.09% | +20,742+57.4% | Added |
| Telos Capital Management, Inc. | 56,368 | $7.67M | 0.73% | +2,803+5.2% | Added |
| JustInvest LLC | 56,241 | $7.66M | 0.08% | +3,294+6.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 56,236 | $7.65M | 1.49% | −574−1.0% | Reduced |
| NEOS Investment Management LLC | 56,059 | $7.63M | 0.06% | +16,361+41.2% | Added |
| TD Waterhouse Canada Inc. | 56,433 | $7.60M | 0.05% | +1,899+3.5% | Added |
| CIBC Bancorp USA Inc. | 55,874 | $7.60M | 0.05% | +55,874 | New |
| USS Investment Management Ltd | 55,077 | $7.49M | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 54,966 | $7.48M | 0.01% | +5,475+11.1% | Added |
| New York Life Investment Management LLC | 54,910 | $7.47M | 0.07% | −543−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 54,539 | $7.42M | 0.14% | +1,357+2.6% | Added |
| Strategic Planning Group, LLC | 53,972 | $7.34M | 0.99% | +14,870+38.0% | Added |
| Spirit of America Management Corp | 53,486 | $7.28M | 1.46% | −5,700−9.6% | Reduced |
| Woodline Partners LP | 53,410 | $7.26M | 0.03% | +9,338+21.2% | Added |
| MAI Capital Management | 53,353 | $7.26M | 0.05% | +5,492+11.5% | Added |
| Advisors Asset Management, Inc. | 52,979 | $7.21M | 0.12% | +1,860+3.6% | Added |
| NewSquare Capital LLC | 51,921 | $7.06M | 0.48% | −190−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 51,579 | $7.02M | 0.03% | −2,926−5.4% | Reduced |
| Nissay Asset Management Corp | 50,978 | $6.93M | 0.04% | +507+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,294 | $6.84M | 0.06% | −9,992−16.6% | Reduced |
| Mirador Capital Partners LP | 50,067 | $6.81M | 0.97% | −297−0.6% | Reduced |
| RBF Capital, LLC | 50,000 | $6.80M | 0.31% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 49,949 | $6.79M | 0.14% | −853−1.7% | Reduced |
| Macquarie Group Ltd | 49,819 | $6.78M | 0.01% | −38,761−43.8% | Reduced |
| Navellier & Associates Inc | 48,888 | $6.65M | 0.67% | +3,575+7.9% | Added |
| Commerce Bank | 48,270 | $6.57M | 0.04% | −1,362−2.7% | Reduced |
| Stablepoint Partners, LLC | 47,879 | $6.51M | 1.03% | +231+0.5% | Added |
| Lido Advisors, LLC | 47,769 | $6.50M | 0.03% | +3,159+7.1% | Added |
| Scissortail Wealth Management, LLC | 47,731 | $6.49M | 1.42% | −150.0% | Reduced |
| AlTi Global, Inc. | 47,653 | $6.48M | 0.15% | +3,024+6.8% | Added |
| Wesbanco Bank Inc | 47,151 | $6.41M | 0.18% | −737−1.5% | Reduced |
| Mackenzie Financial Corp | 46,847 | $6.37M | 0.01% | −2,768−5.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $6.30M | 0.32% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 46,233 | $6.29M | 0.27% | −3,726−7.5% | Reduced |
| Oregon Public Employees Retirement Fund | 46,160 | $6.28M | 0.08% | +11,011+31.3% | Added |
| Salem Investment Counselors Inc | 46,041 | $6.26M | 0.18% | +360+0.8% | Added |
| Old National Bancorp | 45,832 | $6.23M | 0.11% | +831+1.8% | Added |
| Pacer Advisors, Inc. | 45,790 | $6.23M | 0.02% | −1,831,915−97.6% | Reduced |
| Stolper Co | 45,568 | $6.20M | 1.88% | −67−0.1% | Reduced |
| Disciplined Investments, LLC | 45,302 | $6.16M | 2.45% | −292−0.6% | Reduced |
| Schroder Investment Management Group | 45,272 | $6.16M | 0.00% | −4,988−9.9% | Reduced |
| Atlantic Union Bankshares Corp | 45,046 | $6.13M | 0.12% | −1,113−2.4% | Reduced |