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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 45,038 | $6.13M | 0.21% | −2,550−5.4% | Reduced |
| Aptus Capital Advisors, LLC | 44,868 | $6.10M | 0.06% | +2,608+6.2% | Added |
| Royal Fund Management, LLC | 44,687 | $6.08M | 0.75% | −4,830−9.8% | Reduced |
| Mutual of America Capital Management LLC | 43,798 | $5.96M | 0.06% | −2,920−6.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 43,380 | $5.90M | 0.63% | +3,400+8.5% | Added |
| State of Alaska, Department of Revenue | 43,325 | $5.89M | 0.06% | −2,551−5.6% | Reduced |
| King Luther Capital Management Corp | 42,542 | $5.79M | 0.02% | +64+0.2% | Added |
| Alley Investment Management Company, LLC | 42,516 | $5.78M | 0.67% | −14,802−25.8% | Reduced |
| Canal Insurance CO | 42,500 | $5.78M | 1.23% | 00.0% | Unchanged |
| HM Payson & Co | 42,464 | $5.78M | 0.08% | +4,173+10.9% | Added |
| Coldstream Capital Management Inc | 42,340 | $5.76M | 0.08% | +37+0.1% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $5.73M | 1.56% | 00.0% | Unchanged |
| Trajan Wealth LLC | 41,784 | $5.68M | 0.25% | +127+0.3% | Added |
| Fiera Capital Corp | 41,651 | $5.67M | 0.02% | +41,651 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,584 | $5.66M | 0.01% | +425+1.0% | Added |
| Heritage Trust Co | 41,516 | $5.65M | 0.60% | +100+0.2% | Added |
| Warren Averett Asset Management, LLC | 41,366 | $5.63M | 0.06% | −6,648−13.8% | Reduced |
| Rothschild Investment LLC | 41,106 | $5.59M | 0.32% | +2,163+5.6% | Added |
| Arkadios Wealth Advisors | 41,035 | $5.58M | 0.14% | −1,820−4.2% | Reduced |
| Dakota Wealth Management | 40,707 | $5.54M | 0.11% | −3,220−7.3% | Reduced |
| Altrius Capital Management Inc | 40,341 | $5.49M | 1.25% | +772+2.0% | Added |
| Texas Yale Capital Corp. | 40,323 | $5.48M | 0.17% | +375+0.9% | Added |
| Compass Wealth Management LLC | 40,052 | $5.45M | 1.22% | +860+2.2% | Added |
| Great Lakes Advisors, LLC | 39,939 | $5.43M | 0.05% | −195,715−83.1% | Reduced |
| Man Group plc | 39,730 | $5.40M | 0.01% | +39,730 | New |
| Shorepoint Capital Partners LLC | 39,657 | $5.39M | 1.07% | +39,657 | New |
| Park Avenue Securities LLC | 39,356 | $5.35M | 0.04% | −7,438−15.9% | Reduced |
| Alpha Omega Wealth Management LLC | 39,315 | $5.35M | 0.89% | +267+0.7% | Added |
| Huntington National Bank | 39,250 | $5.34M | 0.03% | +982+2.6% | Added |
| San Luis Wealth Advisors LLC | 39,108 | $5.32M | 0.96% | −3,541−8.3% | Reduced |
| Montgomery Investment Management Inc | 38,997 | $5.30M | 1.87% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 38,257 | $5.20M | 0.11% | +8,728+29.6% | Added |
| UniSuper Management Pty Ltd | 38,102 | $5.18M | 0.03% | +4,464+13.3% | Added |
| Northwestern Mutual Wealth Management Co | 37,854 | $5.15M | 0.00% | +1,851+5.1% | Added |
| Farmers & Merchants Investments Inc | 37,517 | $5.10M | 0.14% | +52+0.1% | Added |
| SevenBridge Financial Group, LLC | 36,870 | $5.09M | 0.84% | +3,151+9.3% | Added |
| United Capital Financial Advisers, LLC | 37,211 | $5.06M | 0.04% | +1,046+2.9% | Added |
| First Financial Bankshares Inc | 37,021 | $5.04M | 0.10% | +34,991+1,723.7% | Added |
| Quotient Wealth Partners, LLC | 36,862 | $5.01M | 0.14% | −2,780−7.0% | Reduced |
| Ancora Advisors, LLC | 36,806 | $5.01M | 0.10% | −81−0.2% | Reduced |
| Colonial Trust Advisors | 36,593 | $4.98M | 0.38% | −3,470−8.7% | Reduced |
| KBC Group NV | 36,565 | $4.97M | 0.01% | +1,222+3.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $4.96M | 0.44% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 36,168 | $4.92M | 0.65% | −310−0.8% | Reduced |
| Umb Bank N A | 36,141 | $4.92M | 0.07% | +53+0.1% | Added |
| Gladstone Institutional Advisory LLC | 35,378 | $4.81M | 0.19% | −684−1.9% | Reduced |
| Cary Street Partners Financial LLC | 35,000 | $4.76M | 0.12% | −609−1.7% | Reduced |
| Prospera Financial Services Inc | 34,787 | $4.73M | 0.08% | −5,549−13.8% | Reduced |
| Invesco, LLC | 34,757 | $4.73M | 1.60% | −104−0.3% | Reduced |
| Brady Family Wealth, LLC | 34,753 | $4.73M | 1.46% | −2,727−7.3% | Reduced |
| Kesler, Norman & Wride, LLC | 41,468 | $4.72M | 0.93% | −107−0.3% | Reduced |
| Generali Asset Management SPA SGR | 34,641 | $4.71M | 0.10% | −1,933−5.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 34,261 | $4.66M | 0.96% | +304+0.9% | Added |
| Concurrent Investment Advisors, LLC | 33,988 | $4.62M | 0.08% | +3,275+10.7% | Added |
| Sterling Capital Management LLC | 33,939 | $4.62M | 0.07% | −2,726−7.4% | Reduced |
| Private Advisor Group, LLC | 33,845 | $4.60M | 0.02% | −1,614−4.6% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.60M | 2.85% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 33,734 | $4.59M | 0.00% | +33,734 | New |
| Martin Capital Partners, LLC | 33,727 | $4.59M | 1.78% | −431−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,565 | $4.57M | 0.35% | +11,672+53.3% | Added |
| Meyer Handelman Co | 33,272 | $4.53M | 0.14% | −4,450−11.8% | Reduced |
| HB Wealth Management, LLC | 33,029 | $4.49M | 0.03% | +2,290+7.4% | Added |
| Independent Advisor Alliance | 32,847 | $4.47M | 0.12% | +2,256+7.4% | Added |
| Nations Financial Group Inc, | 32,804 | $4.46M | 0.28% | −1,335−3.9% | Reduced |
| Chatham Capital Group, Inc. | 32,775 | $4.46M | 0.64% | −1,280−3.8% | Reduced |
| Miracle Mile Advisors, LLC | 32,736 | $4.45M | 0.07% | +1,058+3.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $4.42M | 1.12% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 32,367 | $4.40M | 0.06% | +110.0% | Added |
| Fundamentun, LLC | 32,286 | $4.39M | 0.18% | +629+2.0% | Added |
| Fort Point Capital Partners LLC | 32,013 | $4.35M | 0.56% | −186−0.6% | Reduced |
| Vontobel Holding Ltd. | 32,007 | $4.35M | 0.01% | −2,397−7.0% | Reduced |
| Buckingham Strategic Partners | 31,009 | $4.28M | 0.05% | +19,288+164.6% | Added |
| OP Asset Management Ltd | 31,338 | $4.26M | 0.06% | −11,072−26.1% | Reduced |
| Everence Capital Management Inc | 31,328 | $4.26M | 0.26% | +5,868+23.0% | Added |
| Benjamin Edwards Inc | 31,213 | $4.25M | 0.05% | +335+1.1% | Added |
| Glass Wealth Management Co LLC | 31,099 | $4.23M | 1.89% | +3,365+12.1% | Added |
| Carnegie Capital Asset Management, LLC | 30,827 | $4.19M | 0.08% | +3,649+13.4% | Added |
| Colonial Trust Co | 30,798 | $4.19M | 0.56% | −1,762−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 30,676 | $4.17M | 0.03% | +571+1.9% | Added |
| Virginia Wealth Management Group, Inc. | 30,419 | $4.14M | 2.38% | +573+1.9% | Added |
| First American Bank | 30,033 | $4.09M | 0.26% | +81+0.3% | Added |
| Ellerson Group Inc | 29,657 | $4.03M | 2.51% | +235+0.8% | Added |
| Wolverine Trading, LLC | 28,946 | $3.98M | 0.08% | −3,437−10.6% | Reduced |
| Kintayl Capital LP | 29,270 | $3.98M | 2.73% | −5,821−16.6% | Reduced |
| Mizuho Securities USA LLC | 29,434 | $3.93M | 0.08% | +1,278+4.5% | Added |
| Voleon Capital Management LP | 28,855 | $3.92M | 0.10% | +11,873+69.9% | Added |
| German American Bancorp, Inc. | 28,752 | $3.91M | 0.35% | +900+3.2% | Added |
| Cardinal Capital Management | 28,205 | $3.84M | 0.53% | +273+1.0% | Added |
| Metis Global Partners, LLC | 28,136 | $3.83M | 0.09% | +800+2.9% | Added |
| Diversified Trust Co | 28,088 | $3.82M | 0.08% | +23,850+562.8% | Added |
| Resources Investment Advisors, LLC. | 28,034 | $3.81M | 0.04% | −259−0.9% | Reduced |
| Beacon Financial Group | 27,839 | $3.79M | 0.37% | −1,708−5.8% | Reduced |
| Sendero Wealth Management, LLC | 27,567 | $3.75M | 0.44% | +777+2.9% | Added |
| Beacon Pointe Advisors, LLC | 27,417 | $3.73M | 0.03% | +100.0% | Added |
| Bridgewater Associates, LP | 27,323 | $3.72M | 0.01% | +27,323 | New |
| Brinker Capital Investments, LLC | 27,271 | $3.71M | 0.03% | −615−2.2% | Reduced |
| Thrivent Financial for Lutherans | 27,136 | $3.69M | 0.01% | −15,069−35.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,997 | $3.67M | 0.01% | −12,504−31.7% | Reduced |
| Central Trust Co | 26,850 | $3.65M | 0.08% | +19+0.1% | Added |
| Norinchukin Bank, The | 26,749 | $3.64M | 0.05% | +387+1.5% | Added |