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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 17,014 | $2.31M | 0.03% | −661−3.7% | Reduced |
| Wisconsin Capital Management LLC | 16,980 | $2.31M | 1.18% | −50−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 16,945 | $2.30M | 0.07% | −1,935−10.2% | Reduced |
| Synovus Financial Corp | 16,925 | $2.30M | 0.03% | −909−5.1% | Reduced |
| Cobblestone Capital Advisors LLC | 16,926 | $2.30M | 0.11% | +75+0.4% | Added |
| Tiaa Trust, National Association | 16,904 | $2.30M | 0.01% | −510−2.9% | Reduced |
| Auxier Asset Management | 16,878 | $2.30M | 0.32% | −125−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,783 | $2.28M | 0.01% | +11,286+205.3% | Added |
| Northside Capital Management, LLC | 16,725 | $2.27M | 0.21% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 16,690 | $2.27M | 0.03% | −281−1.7% | Reduced |
| Herold Advisors, Inc. | 16,503 | $2.24M | 0.52% | +1,031+6.7% | Added |
| Bank Ozk | 16,484 | $2.24M | 0.79% | +1,696+11.5% | Added |
| HBK Sorce Advisory LLC | 17,289 | $2.24M | 0.06% | −81−0.5% | Reduced |
| Nomura Holdings Inc | 16,439 | $2.24M | 0.01% | +4,993+43.6% | Added |
| Profund Advisors LLC | 16,401 | $2.23M | 0.07% | +93+0.6% | Added |
| Canada Post Corp Registered Pension Plan | 14,885 | $2.21M | 0.10% | −226−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 16,203 | $2.20M | 0.16% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 16,134 | $2.19M | 1.29% | +16,134 | New |
| Private Management Group Inc | 16,109 | $2.19M | 0.07% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 16,008 | $2.18M | 0.48% | −110−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,998 | $2.18M | 0.00% | −176,255−91.7% | Reduced |
| Koshinski Asset Management, Inc. | 15,958 | $2.17M | 0.15% | +1,177+8.0% | Added |
| Ethic Inc. | 15,859 | $2.16M | 0.04% | +2,512+18.8% | Added |
| William B. Walkup & Associates, Inc. | 15,761 | $2.14M | 1.15% | +99+0.6% | Added |
| PFG Investments, LLC | 15,745 | $2.14M | 0.11% | −203−1.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,658 | $2.13M | 0.04% | +73+0.5% | Added |
| Omers Administration Corp | 15,652 | $2.13M | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 15,651 | $2.13M | 0.10% | +125+0.8% | Added |
| TBH Global Asset Management, LLC | 15,607 | $2.12M | 0.41% | −26−0.2% | Reduced |
| Caldwell Trust Co | 15,607 | $2.12M | 0.20% | +1,023+7.0% | Added |
| Vise Technologies, Inc. | 15,569 | $2.12M | 0.08% | −1,962−11.2% | Reduced |
| Mattern Wealth Management LLC | 15,398 | $2.09M | 0.42% | −383−2.4% | Reduced |
| Great Lakes Retirement, Inc. | 15,366 | $2.09M | 0.23% | +2,101+15.8% | Added |
| Independent Solutions Wealth Management, LLC | 15,160 | $2.06M | 0.37% | −639−4.0% | Reduced |
| Wilkins Investment Counsel Inc | 15,118 | $2.06M | 0.29% | −600−3.8% | Reduced |
| River Wealth Advisors LLC | 14,970 | $2.04M | 0.24% | −883−5.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,890 | $2.03M | 0.01% | −1,253−7.8% | Reduced |
| Valeo Financial Advisors, LLC | 14,874 | $2.02M | 0.05% | −285−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 14,858 | $2.02M | 0.02% | −2,052−12.1% | Reduced |
| Jane Street Group, LLC | 14,853 | $2.02M | 0.00% | +14,853 | New |
| Avantax Planning Partners, Inc. | 14,779 | $2.01M | 0.06% | −1,677−10.2% | Reduced |
| Burney Co | 14,767 | $2.01M | 0.06% | +64+0.4% | Added |
| Exeter Financial, LLC | 14,725 | $2.00M | 0.87% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,713 | $2.00M | 0.04% | +73+0.5% | Added |
| RMR Wealth Builders | 14,710 | $2.00M | 0.17% | −6,866−31.8% | Reduced |
| Capital Advisors Inc | 14,706 | $2.00M | 0.03% | +66+0.5% | Added |
| Toroso Investments, LLC | 14,664 | $1.99M | 0.01% | −4,479−23.4% | Reduced |
| Integrated Wealth Concepts LLC | 14,621 | $1.99M | 0.02% | +2,767+23.3% | Added |
| Curbstone Financial Management Corp | 14,604 | $1.99M | 0.38% | +50+0.3% | Added |
| Jump Financial, LLC | 14,545 | $1.98M | 0.03% | +14,545 | New |
| Stephens Inc | 14,413 | $1.96M | 0.02% | −36−0.2% | Reduced |
| Allstate Corp | 14,381 | $1.96M | 0.04% | +14,381 | New |
| Nkcfo LLC | 14,325 | $1.95M | 0.59% | +14,325 | New |
| Brevan Howard Capital Management LP | 14,300 | $1.95M | 0.03% | −23,692−62.4% | Reduced |
| South State Corp. | 14,241 | $1.94M | 0.09% | −923−6.1% | Reduced |
| Kovack Advisors, Inc. | 14,225 | $1.93M | 0.18% | −525−3.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.93M | 0.21% | 00.0% | Unchanged |
| Marion Wealth Management | 14,172 | $1.93M | 0.46% | +31+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 14,142 | $1.92M | 0.05% | +2,930+26.1% | Added |
| Krilogy Financial LLC | 14,148 | $1.92M | 0.07% | +14,148 | New |
| GAMMA Investing LLC | 14,095 | $1.92M | 0.11% | +1,564+12.5% | Added |
| TD Private Client Wealth LLC | 14,088 | $1.92M | 0.04% | −8,301−37.1% | Reduced |
| Haverford Trust Co | 14,087 | $1.92M | 0.02% | −79−0.6% | Reduced |
| Segment Wealth Management, LLC | 14,021 | $1.91M | 0.11% | +99+0.7% | Added |
| Apollon Wealth Management, LLC | 13,990 | $1.90M | 0.03% | −1,136−7.5% | Reduced |
| YHB Investment Advisors, Inc. | 13,968 | $1.90M | 0.14% | +496+3.7% | Added |
| First Interstate Bank | 13,938 | $1.90M | 0.10% | +12,000+619.2% | Added |
| Counterweight Ventures, LLC | 13,733 | $1.87M | 1.09% | +1,188+9.5% | Added |
| Logan Capital Management Inc | 13,715 | $1.87M | 0.08% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 13,697 | $1.86M | 0.03% | −892−6.1% | Reduced |
| NFJ Investment Group, LLC | 13,627 | $1.85M | 0.06% | −136−1.0% | Reduced |
| Everett Harris & Co | 13,620 | $1.85M | 0.02% | −872−6.0% | Reduced |
| Groupama Asset Managment | 13,593 | $1.85M | 0.03% | −7,358−35.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 13,456 | $1.83M | 1.07% | +369+2.8% | Added |
| Equitable Holdings, Inc. | 13,445 | $1.83M | 0.01% | +17+0.1% | Added |
| Private Capital Management, LLC | 13,401 | $1.82M | 0.17% | +20.0% | Added |
| CWC Advisors, LLC. | 13,351 | $1.82M | 0.89% | +80+0.6% | Added |
| Energy Income Partners, LLC | 13,323 | $1.81M | 0.03% | −469−3.4% | Reduced |
| Paragon Capital Management LLC | 13,292 | $1.81M | 0.87% | +168+1.3% | Added |
| Neo Ivy Capital Management | 13,274 | $1.81M | 0.44% | −9,220−41.0% | Reduced |
| Balyasny Asset Management LLC | 13,247 | $1.80M | 0.00% | +3,482+35.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,228 | $1.80M | 0.07% | −278−2.1% | Reduced |
| ISAM Funds (UK) Ltd | 13,214 | $1.80M | 0.37% | +13,214 | New |
| Harbour Investment Management LLC | 13,213 | $1.80M | 0.78% | −1,075−7.5% | Reduced |
| Gateway Investment Advisers LLC | 13,155 | $1.79M | 0.02% | −2,285−14.8% | Reduced |
| RFG Advisory, LLC | 12,963 | $1.76M | 0.04% | +5,933+84.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,880 | $1.75M | 0.03% | −118−0.9% | Reduced |
| Quadrature Capital Ltd | 12,866 | $1.75M | 0.02% | −27,406−68.1% | Reduced |
| Rowland & Co Investment Counsel | 12,768 | $1.74M | 0.34% | +70+0.6% | Added |
| QRG Capital Management, Inc. | 12,721 | $1.73M | 0.02% | −1,319−9.4% | Reduced |
| Flavin Financial Services, Inc. | 12,682 | $1.73M | 1.23% | +2,237+21.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 12,606 | $1.71M | 1.65% | −807−6.0% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.71M | 0.36% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 12,502 | $1.70M | 0.15% | −372−2.9% | Reduced |
| Independent Financial Group, LLC | 12,434 | $1.69M | 0.04% | +164+1.3% | Added |
| Bleakley Financial Group, LLC | 12,397 | $1.69M | 0.04% | −805−6.1% | Reduced |
| Brighton Jones LLC | 12,396 | $1.69M | 0.04% | +6,555+112.2% | Added |
| Hancock Whitney Corp | 12,364 | $1.68M | 0.03% | −38−0.3% | Reduced |
| Crescent Sterling, Ltd. | 12,307 | $1.67M | 1.76% | −634−4.9% | Reduced |
| Vinva Investment Management Ltd | 12,095 | $1.66M | 0.03% | −161−1.3% | Reduced |