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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 12,225 | $1.66M | 0.16% | −899−6.9% | Reduced |
| IHT Wealth Management, LLC | 12,042 | $1.64M | 0.04% | +86+0.7% | Added |
| Evercore Wealth Management, LLC | 12,034 | $1.64M | 0.02% | −1,082−8.2% | Reduced |
| Spears Abacus Advisors LLC | 12,031 | $1.64M | 0.03% | −734−5.8% | Reduced |
| Pathway Financial Advisers, LLC | 11,991 | $1.63M | 0.47% | +58+0.5% | Added |
| Sustainable Insight Capital Management, LLC | 11,951 | $1.63M | 0.51% | +11,951 | New |
| Meeder Advisory Services, Inc. | 11,943 | $1.62M | 0.08% | +1,262+11.8% | Added |
| Lighthouse Investment Partners, LLC | 11,933 | $1.62M | 0.06% | +11,933 | New |
| Edgestream Partners, L.P. | 11,893 | $1.62M | 0.05% | −29,618−71.3% | Reduced |
| Bessemer Group Inc | 11,882 | $1.62M | 0.00% | −1,107−8.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,836 | $1.61M | 0.01% | +3,044+34.6% | Added |
| Williams Jones Wealth Management, LLC. | 11,812 | $1.61M | 0.02% | +200+1.7% | Added |
| Dynamic Advisor Solutions LLC | 11,810 | $1.61M | 0.05% | −103−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 11,808 | $1.61M | 0.03% | +537+4.8% | Added |
| Clearstead Advisors, LLC | 11,802 | $1.61M | 0.02% | −3,080−20.7% | Reduced |
| Jacobi Capital Management LLC | 11,793 | $1.60M | 0.10% | +181+1.6% | Added |
| Fruth Investment Management | 11,623 | $1.58M | 0.43% | −550−4.5% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.58M | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,886 | $1.57M | 0.06% | +452+4.0% | Added |
| Shelton Capital Management | 11,508 | $1.57M | 0.03% | −77−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 11,493 | $1.56M | 0.01% | −774−6.3% | Reduced |
| Westwood Holdings Group Inc. | 11,464 | $1.56M | 0.01% | +3,324+40.8% | Added |
| FourThought Financial Partners, LLC | 11,378 | $1.55M | 0.14% | +103+0.9% | Added |
| Citizens Financial Group Inc | 11,364 | $1.55M | 0.02% | +2,304+25.4% | Added |
| Parcion Private Wealth LLC | 11,358 | $1.54M | 0.10% | +1,364+13.6% | Added |
| Wetherby Asset Management Inc | 11,347 | $1.54M | 0.06% | −166−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 11,340 | $1.54M | 0.46% | +33+0.3% | Added |
| Donoghue Forlines LLC | 11,316 | $1.54M | 0.47% | −863−7.1% | Reduced |
| Bangor Savings Bank | 11,265 | $1.53M | 0.13% | −15−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,231 | $1.53M | 0.11% | +8,976+398.0% | Added |
| Chicago Partners Investment Group LLC | 11,375 | $1.52M | 0.04% | +3,371+42.1% | Added |
| Infrastructure Capital Advisors, LLC | 11,167 | $1.52M | 0.19% | −24,154−68.4% | Reduced |
| Wahed Invest LLC | 11,151 | $1.52M | 0.21% | +69+0.6% | Added |
| Sowell Financial Services LLC | 11,105 | $1.51M | 0.06% | −1,069−8.8% | Reduced |
| Snowden Capital Advisors LLC | 11,014 | $1.50M | 0.04% | −909−7.6% | Reduced |
| Umpqua Bank | 11,552 | $1.50M | 0.42% | +375+3.4% | Added |
| Horizon Investments, LLC | 10,942 | $1.49M | 0.02% | +2,153+24.5% | Added |
| MUFG Securities Americas Inc. | 10,898 | $1.48M | 0.10% | +1,869+20.7% | Added |
| Squarepoint Ops LLC | 10,779 | $1.47M | 0.00% | −3,312−23.5% | Reduced |
| Legacy Financial Advisors, Inc. | 10,772 | $1.47M | 0.20% | +1,773+19.7% | Added |
| Hilltop National Bank | 10,751 | $1.46M | 0.36% | +847+8.6% | Added |
| DT Investment Partners, LLC | 10,736 | $1.46M | 0.12% | −11,874−52.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $1.46M | 0.10% | −498−4.4% | Reduced |
| AE Wealth Management LLC | 10,676 | $1.45M | 0.01% | +43+0.4% | Added |
| CFM Wealth Partners LLC | 10,617 | $1.44M | 0.21% | +6+0.1% | Added |
| Lokken Investment Group LLC | 10,604 | $1.44M | 0.50% | +369+3.6% | Added |
| Bragg Financial Advisors, Inc | 10,518 | $1.43M | 0.05% | −591−5.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 10,500 | $1.43M | 0.33% | +1,592+17.9% | Added |
| Alta Capital Management LLC | 10,401 | $1.41M | 0.08% | −163−1.5% | Reduced |
| Pallas Capital Advisors LLC | 10,388 | $1.41M | 0.05% | +5,220+101.0% | Added |
| SG Americas Securities, LLC | 10,289 | $1.40M | 0.01% | −138,507−93.1% | Reduced |
| Tower Bridge Advisors | 10,248 | $1.39M | 0.14% | −10.0% | Reduced |
| Verdence Capital Advisors LLC | 10,251 | $1.39M | 0.08% | +2,158+26.7% | Added |
| Moors & Cabot, Inc. | 10,166 | $1.38M | 0.06% | −176−1.7% | Reduced |
| Foundations Investment Advisors, LLC | 10,125 | $1.38M | 0.02% | +2,196+27.7% | Added |
| Smith Group Asset Management, LLC | 10,111 | $1.38M | 0.08% | +27+0.3% | Added |
| Monetta Financial Services Inc | 10,100 | $1.37M | 0.96% | +10,100 | New |
| Redwood Investment Management, LLC | 10,062 | $1.37M | 0.15% | −4,613−31.4% | Reduced |
| Parallel Advisors, LLC | 10,059 | $1.37M | 0.03% | +291+3.0% | Added |
| Delta Financial Advisors LLC | 10,035 | $1.36M | 0.39% | +1,483+17.3% | Added |
| Smith, Moore & Co. | 9,968 | $1.36M | 0.10% | −40−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 9,852 | $1.34M | 0.03% | −34−0.3% | Reduced |
| Terry L. Blaker | 9,840 | $1.34M | 0.05% | −2,177−18.1% | Reduced |
| Jeppson Wealth Management, LLC | 9,819 | $1.34M | 0.43% | −450−4.4% | Reduced |
| Harfst & Associates, Inc. | 9,812 | $1.33M | 0.25% | +142+1.5% | Added |
| TownSquare Capital, LLC | 9,782 | $1.33M | 0.20% | −2,033−17.2% | Reduced |
| Inscription Capital, LLC | 9,722 | $1.32M | 0.14% | +1,224+14.4% | Added |
| Sigma Planning Corp | 9,659 | $1.31M | 0.04% | −1,020−9.6% | Reduced |
| Cullinan Associates Inc | 9,639 | $1.31M | 0.09% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 9,582 | $1.30M | 0.02% | −35,846−78.9% | Reduced |
| NorthRock Partners, LLC | 9,522 | $1.30M | 0.02% | +2,768+41.0% | Added |
| Principal Securities, Inc. | 9,489 | $1.29M | 0.02% | −2,293−19.5% | Reduced |
| Clearbridge Investments, LLC | 9,452 | $1.29M | 0.00% | −23,406−71.2% | Reduced |
| Intrua Financial, LLC | 9,389 | $1.28M | 0.15% | +80+0.9% | Added |
| Fisher Asset Management, LLC | 9,381 | $1.28M | 0.00% | +1,661+21.5% | Added |
| Adirondack Trust Co | 9,382 | $1.28M | 0.43% | −51−0.5% | Reduced |
| Forum Financial Management, LP | 9,377 | $1.28M | 0.02% | +1,034+12.4% | Added |
| Beacon Investment Advisors LLC | 9,341 | $1.27M | 0.52% | +19+0.2% | Added |
| We Are One Seven, LLC | 9,335 | $1.27M | 0.03% | +2,410+34.8% | Added |
| Quadrant Capital Group LLC | 9,277 | $1.26M | 0.04% | +40.0% | Added |
| Avidian Wealth Solutions, LLC | 9,277 | $1.26M | 0.05% | −392−4.1% | Reduced |
| Poehling Capital Management, LLC | 9,260 | $1.26M | 0.26% | −151−1.6% | Reduced |
| Pavion Blue Capital, LLC | 9,206 | $1.25M | 0.53% | −100−1.1% | Reduced |
| Greenleaf Trust | 9,195 | $1.25M | 0.01% | −740−7.4% | Reduced |
| Patten Group, Inc. | 9,133 | $1.24M | 0.24% | +1,497+19.6% | Added |
| Virtue Asset Management LLC | 9,126 | $1.24M | 1.02% | +9,126 | New |
| Lee Danner & Bass Inc | 9,038 | $1.23M | 0.09% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 9,030 | $1.23M | 0.59% | −150−1.6% | Reduced |
| Ingalls & Snyder LLC | 9,012 | $1.23M | 0.04% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 9,011 | $1.23M | 0.14% | +9,011 | New |
| Global Retirement Partners, LLC | 8,889 | $1.21M | 0.03% | −1,421−13.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,869 | $1.21M | 0.04% | +59+0.7% | Added |
| NewEdge Wealth, LLC | 8,844 | $1.20M | 0.02% | −1,458−14.2% | Reduced |
| National Asset Management, Inc. | 8,838 | $1.20M | 0.06% | −1,636−15.6% | Reduced |
| Guyasuta Investment Advisors Inc | 8,836 | $1.20M | 0.07% | +16+0.2% | Added |
| Stevens Capital Management LP | 8,833 | $1.20M | 0.16% | +8,833 | New |
| Icon Wealth Advisors, LLC | 8,816 | $1.20M | 0.08% | −3,643−29.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,812 | $1.20M | 0.06% | −85−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,765 | $1.19M | 0.03% | +268+3.2% | Added |
| Signaturefd, LLC | 8,709 | $1.18M | 0.02% | +82+1.0% | Added |