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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 26,370 | $3.59M | 0.20% | +20.0% | Added |
| Convergence Investment Partners, LLC | 26,339 | $3.58M | 0.80% | +14,049+114.3% | Added |
| Principle Wealth Partners LLC | 26,204 | $3.56M | 0.21% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 26,187 | $3.56M | 0.64% | −80−0.3% | Reduced |
| Davenport & Co LLC | 25,991 | $3.54M | 0.02% | +313+1.2% | Added |
| Kentucky Retirement Systems | 25,594 | $3.48M | 0.10% | −857−3.2% | Reduced |
| Ramirez Asset Management, Inc. | 25,002 | $3.40M | 0.47% | +2,440+10.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,696 | $3.36M | 0.91% | +552+2.3% | Added |
| Baxter Bros Inc | 24,665 | $3.35M | 0.39% | −1,402−5.4% | Reduced |
| Johnson Investment Counsel Inc | 24,429 | $3.32M | 0.03% | −504−2.0% | Reduced |
| Caxton Associates LLP | 24,128 | $3.28M | 0.09% | +24,128 | New |
| Rockline Wealth Management, LLC | 23,914 | $3.25M | 0.67% | +844+3.7% | Added |
| Merit Financial Group, LLC | 23,820 | $3.24M | 0.03% | +7,335+44.5% | Added |
| First Manhattan Co | 23,754 | $3.23M | 0.01% | −93−0.4% | Reduced |
| Hartford Investment Management Co | 23,657 | $3.22M | 0.10% | −899−3.7% | Reduced |
| RSM US Wealth Management LLC | 23,644 | $3.22M | 0.04% | +227+1.0% | Added |
| Catalytic Wealth RIA, LLC | 23,590 | $3.21M | 0.11% | +11,902+101.8% | Added |
| Investment Management Corp of Ontario | 23,513 | $3.20M | 0.05% | +13,512+135.1% | Added |
| Tocqueville Asset Management L.P. | 23,246 | $3.16M | 0.05% | −128−0.5% | Reduced |
| Simplex Trading, LLC | 23,082 | $3.14M | 0.07% | +23,082 | New |
| Ameritas Investment Partners, Inc. | 23,046 | $3.13M | 0.10% | −1,002−4.2% | Reduced |
| Steel Peak Wealth Management LLC | 23,029 | $3.13M | 0.11% | −12,048−34.3% | Reduced |
| Icon Advisers Inc | 23,000 | $3.13M | 0.68% | +23,000 | New |
| NorthCrest Asset Manangement, LLC | 23,586 | $3.12M | 0.07% | +4,209+21.7% | Added |
| Wedbush Securities Inc | 22,941 | $3.12M | 0.10% | +7,092+44.7% | Added |
| Catherine Avery Investment Management LLC | 22,863 | $3.11M | 2.00% | +692+3.1% | Added |
| Community Bank, N.A. | 22,407 | $3.05M | 0.37% | −220−1.0% | Reduced |
| Azzad Asset Management Inc | 22,188 | $3.02M | 0.30% | +746+3.5% | Added |
| Janus Henderson Group PLC | 22,037 | $3.00M | 0.00% | −4,117−15.7% | Reduced |
| McDonald Partners LLC | 21,943 | $2.98M | 0.89% | −10,130−31.6% | Reduced |
| Equitable Trust Co | 21,932 | $2.98M | 0.14% | +711+3.4% | Added |
| Exencial Wealth Advisors, LLC | 21,823 | $2.97M | 0.10% | +237+1.1% | Added |
| Cheviot Value Management, LLC | 22,135 | $2.96M | 0.31% | −350−1.6% | Reduced |
| Silvercrest Asset Management Group LLC | 21,489 | $2.92M | 0.02% | −1,428−6.2% | Reduced |
| Riverview Capital Advisers, LLC | 21,473 | $2.92M | 0.84% | +225+1.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,427 | $2.91M | 0.03% | +165+0.8% | Added |
| Americana Partners, LLC | 21,414 | $2.91M | 0.09% | −539−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,295 | $2.90M | 0.10% | −142−0.7% | Reduced |
| Fifth Third Bancorp | 21,290 | $2.90M | 0.01% | −533−2.4% | Reduced |
| Geneos Wealth Management Inc. | 21,258 | $2.89M | 0.07% | −796−3.6% | Reduced |
| Louisiana State Employees Retirement System | 21,200 | $2.88M | 0.05% | −300−1.4% | Reduced |
| Candriam Luxembourg S.C.A. | 21,081 | $2.87M | 0.02% | −3,441−14.0% | Reduced |
| Summit Trail Advisors, LLC | 20,980 | $2.85M | 0.04% | +1,615+8.3% | Added |
| Ferguson Wellman Capital Management, Inc | 20,939 | $2.85M | 0.05% | −553−2.6% | Reduced |
| DCM Advisors, LLC | 20,935 | $2.85M | 1.20% | −919−4.2% | Reduced |
| Argyle Capital Management Inc. | 20,867 | $2.84M | 0.98% | 00.0% | Unchanged |
| Midwest Trust Co | 20,794 | $2.83M | 0.04% | −97−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 20,758 | $2.82M | 0.19% | +389+1.9% | Added |
| Crossmark Global Holdings, Inc. | 20,730 | $2.82M | 0.04% | +84+0.4% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,661 | $2.81M | 1.38% | +348+1.7% | Added |
| Somerset Trust Co | 20,639 | $2.81M | 0.87% | +154+0.8% | Added |
| Gulf International Bank (UK) Ltd | 20,530 | $2.79M | 0.09% | −382−1.8% | Reduced |
| Hilltop Holdings Inc. | 20,458 | $2.78M | 0.15% | −6,220−23.3% | Reduced |
| First Nebraska Trust Co | 20,418 | $2.78M | 0.25% | −75−0.4% | Reduced |
| Intrust Bank NA | 20,390 | $2.77M | 0.23% | +548+2.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,252 | $2.75M | 1.16% | −125−0.6% | Reduced |
| Maryland State Retirement & Pension System | 20,151 | $2.74M | 0.06% | +337+1.7% | Added |
| New Age Alpha Advisors, LLC | 19,976 | $2.72M | 0.11% | −1,718−7.9% | Reduced |
| Farther Finance Advisors, LLC | 19,747 | $2.69M | 0.04% | +5,201+35.8% | Added |
| Brookstone Capital Management | 19,688 | $2.68M | 0.03% | −442−2.2% | Reduced |
| SWS Partners | 19,604 | $2.67M | 0.65% | +1,006+5.4% | Added |
| Becker Capital Management Inc | 19,555 | $2.66M | 0.08% | −203−1.0% | Reduced |
| Securian Asset Management, Inc | 19,516 | $2.65M | 0.07% | −1,785−8.4% | Reduced |
| Banque Cantonale Vaudoise | 19,420 | $2.64M | 0.10% | −431−2.2% | Reduced |
| Cresset Asset Management, LLC | 19,171 | $2.61M | 0.01% | +867+4.7% | Added |
| Argonautica Private Wealth Management, Inc | 18,978 | $2.58M | 0.75% | −241−1.3% | Reduced |
| Sonora Investment Management Group, LLC | 18,861 | $2.57M | 0.18% | −424−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 18,855 | $2.56M | 0.03% | +1,048+5.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,727 | $2.55M | 0.07% | −239−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,549 | $2.52M | 0.03% | −7,463−28.7% | Reduced |
| Patten & Patten Inc | 18,498 | $2.52M | 0.15% | −56−0.3% | Reduced |
| PFW Advisors LLC | 18,488 | $2.51M | 0.74% | −69−0.4% | Reduced |
| Summit Financial, LLC | 18,443 | $2.51M | 0.04% | −132−0.7% | Reduced |
| New Mexico Educational Retirement Board | 18,428 | $2.51M | 0.08% | −900−4.7% | Reduced |
| Allworth Financial LP | 18,414 | $2.50M | 0.01% | +1,855+11.2% | Added |
| Prime Capital Investment Advisors, LLC | 18,352 | $2.50M | 0.03% | −1,054−5.4% | Reduced |
| City Holding Co | 18,243 | $2.48M | 0.31% | −699−3.7% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.47M | 1.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 18,059 | $2.46M | 0.15% | −1,988−9.9% | Reduced |
| Huntleigh Advisors, Inc. | 17,991 | $2.45M | 0.42% | +667+3.9% | Added |
| Intech Investment Management LLC | 17,961 | $2.44M | 0.02% | −2,902−13.9% | Reduced |
| Walleye Capital LLC | 17,826 | $2.42M | 0.02% | +12,631+243.1% | Added |
| CAPROCK Group, Inc. | 17,895 | $2.41M | 0.06% | +17,895 | New |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $2.41M | 0.06% | −324−1.8% | Reduced |
| Quantbot Technologies LP | 17,699 | $2.41M | 0.07% | +1,779+11.2% | Added |
| Atria Investments LLC | 17,624 | $2.40M | 0.03% | −3,532−16.7% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 17,601 | $2.39M | 0.06% | +17,601 | New |
| Regions Financial Corp | 17,469 | $2.38M | 0.02% | −1,972−10.1% | Reduced |
| XML Financial, LLC | 17,441 | $2.37M | 0.19% | −100−0.6% | Reduced |
| Bryn Mawr Trust Co | 17,437 | $2.37M | 0.06% | −19,465−52.7% | Reduced |
| International Assets Investment Management, LLC | 19,194 | $2.36M | 0.19% | 00.0% | Unchanged |
| First National Bank of Omaha | 17,330 | $2.36M | 0.15% | +4,944+39.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,311 | $2.35M | 0.02% | +692+4.2% | Added |
| Mutual Advisors, LLC | 17,321 | $2.35M | 0.05% | +63+0.4% | Added |
| DRW Securities, LLC | 17,294 | $2.35M | 0.12% | −50.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,252 | $2.35M | 0.08% | −20.0% | Reduced |
| Vident Advisory, LLC | 17,158 | $2.33M | 0.02% | +1,094+6.8% | Added |
| Savant Capital, LLC | 17,130 | $2.33M | 0.01% | −486−2.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.33M | 0.18% | 00.0% | Unchanged |
| First National Advisers, LLC | 17,028 | $2.32M | 0.31% | +5,621+49.3% | Added |