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 |
|---|---|---|---|---|---|
| Peoples Bank | 6,299 | $856.8K | 0.53% | +10+0.2% | Added |
| Private Trust Co NA | 6,298 | $856.7K | 0.08% | −290−4.4% | Reduced |
| RMB Capital Management, LLC | 6,266 | $852.3K | 0.02% | +21+0.3% | Added |
| American Financial Group Inc | 6,250 | $850.1K | 0.33% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 6,232 | $847.7K | 0.04% | +1,634+35.5% | Added |
| 1st Source Bank | 6,221 | $846.2K | 0.04% | −34−0.5% | Reduced |
| Prudential PLC | 6,219 | $845.9K | 0.01% | −4,380−41.3% | Reduced |
| Sunbelt Securities, Inc. | 6,217 | $845.7K | 0.06% | +1,707+37.8% | Added |
| Allen Capital Group, LLC | 6,213 | $845.1K | 0.08% | +10+0.2% | Added |
| South Street Advisors LLC | 6,200 | $843.3K | 0.11% | +200+3.3% | Added |
| Atomi Financial Group, Inc. | 6,187 | $841.5K | 0.03% | +683+12.4% | Added |
| Ausdal Financial Partners, Inc. | 6,164 | $838.5K | 0.04% | +320+5.5% | Added |
| Valmark Advisers, Inc. | 6,163 | $838.2K | 0.01% | −194−3.1% | Reduced |
| Heck Capital Advisors, LLC | 6,124 | $833.0K | 0.06% | +75+1.2% | Added |
| Wealth Advisory Solutions, LLC | 6,069 | $825.5K | 0.20% | −40−0.7% | Reduced |
| Mission Wealth Management, LP | 6,050 | $822.9K | 0.02% | +28+0.5% | Added |
| Symphony Financial, Ltd. Co. | 6,049 | $819.0K | 0.10% | +806+15.4% | Added |
| Strategic Financial Services, Inc, | 5,997 | $815.7K | 0.04% | +20.0% | Added |
| Perigon Wealth Management, LLC | 5,994 | $815.4K | 0.02% | +2,271+61.0% | Added |
| AlphaCore Capital LLC | 5,967 | $811.6K | 0.03% | +1,185+24.8% | Added |
| Fiduciary Alliance LLC | 5,957 | $810.3K | 0.05% | −677−10.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,938 | $807.7K | 0.14% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 5,926 | $806.1K | 0.09% | −398−6.3% | Reduced |
| Group One Trading, L.P. | 5,906 | $803.3K | 0.02% | +4,639+366.1% | Added |
| EPG Wealth Management LLC | 5,885 | $800.5K | 0.22% | +433+7.9% | Added |
| Siemens Fonds Invest GmbH | 5,871 | $798.6K | 0.04% | −3,310−36.1% | Reduced |
| Sagespring Wealth Partners, LLC | 5,852 | $796.0K | 0.02% | +119+2.1% | Added |
| Keynote Financial Services LLC | 5,825 | $792.3K | 0.48% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $787.8K | 0.05% | +5,792 | New |
| Coastal Bridge Advisors, LLC | 5,779 | $786.1K | 0.06% | −987−14.6% | Reduced |
| XTX Topco Ltd | 5,769 | $784.7K | 0.04% | +5,769 | New |
| Camden Capital, LLC | 5,756 | $782.9K | 0.05% | −52−0.9% | Reduced |
| Danske Bank A/S | 5,739 | $780.6K | 0.00% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,726 | $778.9K | 0.22% | −15−0.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $775.7K | 0.12% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,678 | $772.3K | 0.15% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,663 | $770.2K | 0.14% | −423−7.0% | Reduced |
| Premier Path Wealth Partners, LLC | 5,658 | $769.6K | 0.10% | +637+12.7% | Added |
| Pinnacle Financial Partners Inc | 5,648 | $768.2K | 0.02% | −1,175−17.2% | Reduced |
| Drucker Wealth 3.0, LLC | 5,642 | $767.4K | 0.14% | +2,368+72.3% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,616 | $763.9K | 0.33% | −162−2.8% | Reduced |
| Abundance Wealth Counselors | 5,608 | $762.8K | 0.13% | +141+2.6% | Added |
| Whitener Capital Management, Inc. | 5,594 | $760.9K | 0.18% | +60+1.1% | Added |
| Machina Capital S.A.S. | 5,564 | $756.8K | 0.13% | −14,670−72.5% | Reduced |
| LVZ Advisors, Inc. | 5,563 | $756.7K | 0.09% | −80−1.4% | Reduced |
| Caerus Investment Advisors, LLC | 5,534 | $752.7K | 0.31% | +5,534 | New |
| Essex Financial Services, Inc. | 5,521 | $750.9K | 0.04% | +57+1.0% | Added |
| Norden Group LLC | 5,517 | $750.4K | 0.08% | +213+4.0% | Added |
| Bridges Investment Management Inc | 5,467 | $743.6K | 0.01% | +1,010+22.7% | Added |
| Petros Family Wealth, LLC | 5,451 | $741.5K | 0.62% | +411+8.2% | Added |
| Endeavor Private Wealth, Inc. | 5,448 | $741.2K | 0.23% | +211+4.0% | Added |
| Tred Avon Family Wealth, LLC | 5,414 | $736.4K | 0.25% | +5,414 | New |
| Montecito Bank & Trust | 5,402 | $734.8K | 0.11% | +5,402 | New |
| Doheny Asset Management | 5,379 | $732.0K | 0.46% | 00.0% | Unchanged |
| Essex Savings Bank | 5,373 | $730.8K | 0.16% | −17−0.3% | Reduced |
| Ci Investments Inc. | 5,368 | $730.0K | 0.00% | −15,058−73.7% | Reduced |
| Davis Investment Partners, LLC | 5,421 | $729.5K | 0.25% | −509−8.6% | Reduced |
| Everpar Advisors LLC | 5,357 | $728.7K | 0.29% | +11+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,348 | $727.4K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,465 | $726.9K | 0.02% | −68−1.2% | Reduced |
| Westhampton Capital, LLC | 5,340 | $726.3K | 0.35% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,303 | $721.3K | 0.51% | −25−0.5% | Reduced |
| Trust Co of Toledo NA | 5,285 | $718.9K | 0.07% | −78−1.5% | Reduced |
| Weatherly Asset Management L. P. | 5,281 | $718.3K | 0.06% | −84−1.6% | Reduced |
| Valley Brook Capital Group | 5,276 | $717.7K | 0.48% | −474−8.2% | Reduced |
| Bank of Hawaii | 5,275 | $717.5K | 0.04% | −730−12.2% | Reduced |
| FORA Capital, LLC | 5,238 | $712.5K | 0.13% | +5,238 | New |
| Joel Isaacson & Co., LLC | 5,217 | $709.6K | 0.03% | +2,000+62.2% | Added |
| 5T Wealth, LLC | 5,203 | $707.7K | 0.31% | +59+1.1% | Added |
| Atlas Legacy Advisors, LLC | 5,197 | $706.9K | 0.14% | +543+11.7% | Added |
| Volterra Technologies LP | 5,191 | $706.1K | 0.47% | +5,191 | New |
| Baring Financial LLC | 5,184 | $705.1K | 0.48% | −100−1.9% | Reduced |
| Syon Capital LLC | 5,153 | $700.9K | 0.04% | +1,312+34.2% | Added |
| Checchi Capital Advisers, LLC | 5,142 | $699.4K | 0.05% | −479−8.5% | Reduced |
| Simplicity Wealth,LLC | 5,125 | $697.1K | 0.04% | +641+14.3% | Added |
| Old North State Trust, LLC | 5,112 | $695.0K | 0.42% | +352+7.4% | Added |
| Linscomb & Williams, Inc. | 5,096 | $693.2K | 0.03% | +6+0.1% | Added |
| CFS Investment Advisory Services, LLC | 5,135 | $693.1K | 0.05% | +222+4.5% | Added |
| Cornerstone Wealth Group, LLC | 5,091 | $692.5K | 0.05% | +9+0.2% | Added |
| Rathbone Brothers plc | 5,085 | $691.7K | 0.00% | −700−12.1% | Reduced |
| Worth Financial Advisory Group, LLC | 5,084 | $691.5K | 0.39% | −19−0.4% | Reduced |
| Callan Family Office, LLC | 5,072 | $689.9K | 0.02% | −202−3.8% | Reduced |
| Purkiss Capital Advisors LLC | 5,072 | $689.8K | 0.33% | +824+19.4% | Added |
| Tradewinds, LLC. | 5,063 | $688.7K | 0.17% | +5,063 | New |
| Rexford Capital Inc | 5,057 | $687.9K | 0.53% | −94−1.8% | Reduced |
| Aaron Wealth Advisors | 5,056 | $687.7K | 0.04% | +1,301+34.6% | Added |
| Rosenberg Matthew Hamilton | 5,047 | $686.5K | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,037 | $685.1K | 0.03% | +88+1.8% | Added |
| Augustine Asset Management Inc | 5,013 | $681.9K | 0.14% | 00.0% | Unchanged |
| Moment Partners, LLC | 5,009 | $681.4K | 0.12% | +51+1.0% | Added |
| Hennessy Advisors Inc | 5,000 | $680.1K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $680.1K | 0.05% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 5,000 | $680.0K | 0.20% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 4,986 | $678.2K | 0.45% | −17,043−77.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,981 | $677.5K | 0.12% | +101+2.1% | Added |
| Garrison Point Advisors, LLC | 4,980 | $677.4K | 0.28% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,966 | $675.5K | 0.02% | −932−15.8% | Reduced |
| Evergreen Capital Management LLC | 4,958 | $674.4K | 0.02% | +475+10.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,948 | $673.0K | 0.10% | −523−9.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,938 | $671.7K | 0.05% | +2,328+89.2% | Added |