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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 8,543 | $1.16M | 0.26% | +160+1.9% | Added |
| Fiduciary Trust Co | 8,473 | $1.15M | 0.01% | −126−1.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,444 | $1.15M | 0.16% | +124+1.5% | Added |
| Argent Trust Co | 8,424 | $1.15M | 0.04% | −75−0.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,405 | $1.14M | 0.21% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 8,389 | $1.14M | 0.10% | −48−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 8,391 | $1.14M | 0.07% | −87−1.0% | Reduced |
| Impact Capital Partners LLC | 8,323 | $1.13M | 0.34% | +770+10.2% | Added |
| Grimes & Company, Inc. | 8,323 | $1.13M | 0.03% | −17−0.2% | Reduced |
| IFP Advisors, Inc | 8,293 | $1.13M | 0.03% | +544+7.0% | Added |
| Naviter Wealth, LLC | 8,270 | $1.12M | 0.13% | +15+0.2% | Added |
| JBR Co Financial Management Inc | 8,248 | $1.12M | 0.47% | +25+0.3% | Added |
| Glenview Trust Co | 8,235 | $1.12M | 0.02% | −714−8.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,201 | $1.12M | 0.20% | −739−8.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,342 | $1.12M | 0.18% | +18+0.2% | Added |
| Stegent Equity Advisors, Inc. | 8,157 | $1.11M | 0.90% | −28−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,139 | $1.11M | 0.23% | +7,785+2,199.2% | Added |
| AA Financial Advisors, LLC | 8,104 | $1.10M | 0.22% | +1,172+16.9% | Added |
| Cidel Asset Management Inc | 8,103 | $1.10M | 0.06% | +391+5.1% | Added |
| EverSource Wealth Advisors, LLC | 8,088 | $1.10M | 0.04% | +1,230+17.9% | Added |
| Creekmur Asset Management LLC | 8,085 | $1.10M | 0.18% | +516+6.8% | Added |
| Barry Investment Advisors, LLC | 8,072 | $1.10M | 0.25% | −102−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 8,068 | $1.10M | 0.24% | −312−3.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,062 | $1.10M | 0.04% | +1,219+17.8% | Added |
| Resources Management Corp | 8,033 | $1.09M | 0.14% | −2,240−21.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,030 | $1.09M | 0.02% | +5,820+263.3% | Added |
| Searle & Co. | 8,017 | $1.09M | 0.29% | 00.0% | Unchanged |
| BWM Planning, LLC | 7,929 | $1.08M | 0.32% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,910 | $1.08M | 0.07% | +417+5.6% | Added |
| Westmount Partners, LLC | 7,941 | $1.07M | 0.28% | +30.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,851 | $1.07M | 0.29% | −174−2.2% | Reduced |
| SCS Capital Management LLC | 7,847 | $1.07M | 0.01% | −2,262−22.4% | Reduced |
| Cowa, LLC | 7,835 | $1.07M | 0.35% | 00.0% | Unchanged |
| Navalign, LLC | 7,829 | $1.06M | 0.28% | +307+4.1% | Added |
| Arvest Bank Trust Division | 7,816 | $1.06M | 0.06% | −81−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 7,814 | $1.06M | 0.08% | +68+0.9% | Added |
| Diversify Advisory Services, LLC | 7,658 | $1.06M | 0.04% | +47+0.6% | Added |
| Flagship Harbor Advisors, LLC | 7,750 | $1.05M | 0.05% | −276−3.4% | Reduced |
| Lebenthal Global Advisors, LLC | 7,748 | $1.05M | 0.18% | +473+6.5% | Added |
| MUFG Securities EMEA plc | 7,735 | $1.05M | 0.03% | +6,531+542.4% | Added |
| Raiffeisen Bank International AG | 7,641 | $1.05M | 0.01% | +3,269+74.8% | Added |
| Quantitative Investment Management, LLC | 7,718 | $1.05M | 0.15% | −18,440−70.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,700 | $1.05M | 0.02% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,695 | $1.05M | 0.84% | +2,650+52.5% | Added |
| Eagle Global Advisors LLC | 7,629 | $1.04M | 0.04% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,606 | $1.03M | 0.48% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,586 | $1.03M | 0.01% | −814−9.7% | Reduced |
| Vestcor Inc | 7,544 | $1.03M | 0.03% | −1,316−14.9% | Reduced |
| Fiduciary Group LLC | 7,454 | $1.01M | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 7,312 | $994.6K | 0.05% | +340+4.9% | Added |
| Country Club Bank | 7,222 | $993.5K | 0.06% | −140−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 7,276 | $989.7K | 0.01% | +1,901+35.4% | Added |
| Inceptionr LLC | 7,271 | $989.0K | 0.24% | +7,271 | New |
| Institute for Wealth Management, LLC. | 7,260 | $987.5K | 0.10% | −109−1.5% | Reduced |
| Cornerstone Advisors, LLC | 7,200 | $979.3K | 0.03% | −1,600−18.2% | Reduced |
| Integrated Advisors Network LLC | 7,152 | $972.9K | 0.04% | +1,170+19.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $969.1K | 0.56% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,123 | $968.9K | 0.01% | +76+1.1% | Added |
| Klingman & Associates, LLC | 7,106 | $966.6K | 0.05% | +7,106 | New |
| Corsicana & Co. | 7,102 | $966.0K | 0.54% | +7,102 | New |
| David Loasby | 7,237 | $958.0K | 0.07% | +45+0.6% | Added |
| VCI Wealth Management LLC | 7,027 | $955.8K | 0.29% | +7,027 | New |
| Peapack Gladstone Financial Corp | 7,017 | $955.0K | 0.01% | +24+0.3% | Added |
| Strategic Advisors LLC | 7,009 | $953.5K | 0.15% | +4+0.1% | Added |
| Carlson Capital L P | 7,000 | $952.1K | 0.54% | 00.0% | Unchanged |
| Tema ETFs LLC | 6,911 | $940.0K | 0.08% | +6,911 | New |
| Mather Group, LLC. | 6,911 | $940.0K | 0.01% | −65−0.9% | Reduced |
| HighPoint Advisor Group LLC | 6,884 | $936.3K | 0.04% | −723−9.5% | Reduced |
| Cladis Investment Advisory, LLC | 6,878 | $935.5K | 0.54% | +10.0% | Added |
| Bradley Foster & Sargent Inc | 6,864 | $933.6K | 0.01% | −200−2.8% | Reduced |
| Boston Trust Walden Corp | 6,860 | $933.1K | 0.01% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 6,856 | $932.6K | 0.26% | −170−2.4% | Reduced |
| WealthTrust Axiom LLC | 6,848 | $931.4K | 0.25% | −374−5.2% | Reduced |
| Hunter Associates Investment Management LLC | 6,777 | $921.0K | 0.13% | −150−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,765 | $920.2K | 0.03% | −2,926−30.2% | Reduced |
| First National Trust Co | 6,740 | $916.8K | 0.03% | −363−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,712 | $912.9K | 0.02% | −164−2.4% | Reduced |
| Heritage Wealth Management, Inc. | 6,711 | $912.8K | 0.27% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 6,704 | $911.9K | 0.01% | +655+10.8% | Added |
| Chicago Trust Co NA | 6,697 | $910.9K | 0.13% | +2,477+58.7% | Added |
| Retirement Investment Advisors, Inc. | 6,687 | $909.6K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,676 | $908.1K | 0.04% | −2,693−28.7% | Reduced |
| Fairfield, Bush & Co. | 6,666 | $906.7K | 0.47% | −898−11.9% | Reduced |
| StoneX Group Inc. | 6,658 | $905.6K | 0.04% | −172−2.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,658 | $905.6K | 0.18% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,643 | $903.6K | 0.01% | −13−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,609 | $899.0K | 0.04% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,594 | $896.9K | 0.11% | −490−6.9% | Reduced |
| America First Investment Advisors, LLC | 6,580 | $895.0K | 0.17% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,573 | $894.1K | 0.11% | +4+0.1% | Added |
| Csenge Advisory Group | 6,552 | $891.2K | 0.04% | +857+15.0% | Added |
| Retirement Planning Co of New England, Inc. | 6,516 | $886.3K | 0.36% | −74−1.1% | Reduced |
| Miller Investment Management, LP | 6,500 | $884.1K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 6,488 | $882.5K | 0.14% | +294+4.7% | Added |
| Beese Fulmer Investment Management, Inc. | 6,462 | $879.0K | 0.06% | +8+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,451 | $877.5K | 0.05% | −5,295−45.1% | Reduced |
| MCF Advisors LLC | 6,408 | $871.7K | 0.05% | −398−5.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,394 | $869.7K | 0.00% | +3,415+114.6% | Added |
| Atom Investors LP | 6,377 | $867.4K | 0.07% | +6,377 | New |
| Penobscot Investment Management Company, Inc. | 6,374 | $867.0K | 0.07% | 00.0% | Unchanged |