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Livermore
ZHEN

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).

Q4 2025 vs. Q3 2025

How the institutions holding Phillips 66 changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PSX: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1,838341,904+100
Shares306.1M1.35M309.3M+4.54M (+1.5%)
Value$41.6B$183.9M$39.9B−$1.53B (−3.7%)

34 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (225)

Institutions that held Phillips 66 at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 225 by value.

Institutions new to PSX in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank4,961,297$640.2M0.07%
Natixis429,171$55.4M0.22%
Freestone Grove Partners LP350,480$45.2M0.33%
Nomura Asset Management International Inc.152,444$19.7M0.03%
Glenmede Trust Co NA143,277$18.5M0.09%
SIR Capital Management, L.P.106,930$13.8M1.53%
OpenArc Corporate Advisory, LLC98,182$12.7M0.21%
Jain Global LLC96,433$12.4M0.12%
LMR Partners LLP82,353$10.6M0.10%
Weiss Asset Management LP79,684$10.3M0.15%
PensionDanmark Pensionsforsikringsaktieselskab71,120$9.18M0.08%
Eurizon Capital SGR S.p.A.64,859$8.37M0.03%
ExodusPoint Capital Management, LP63,586$8.21M0.09%
CIBC World Markets Corp56,091$7.24M0.04%
Alphadyne Asset Management LP46,598$6.01M0.60%
ING Groep NV46,072$5.95M0.04%
Moore Capital Management, LP40,000$5.16M0.11%
Sherman Porfolios, LLC39,238$5.06M0.35%
Thomist Capital Management, LP38,900$5.04M1.37%
MidFirst Bank38,373$4.95M0.39%
Ticino Wealth37,275$4.81M1.78%
Jefferies Financial Group Inc.36,458$4.70M0.04%
MH & Associates Securities Management Corp29,747$3.84M3.13%
Pinnacle Financial Partners, Inc.28,318$3.66M0.03%
BTC Capital Management, Inc.23,457$3.02M0.21%
Agman Capital LLC23,402$3.02M2.57%
Abn Amro Investment Solutions20,894$2.70M0.04%
Tulsa Wealth Advisors, INC19,325$2.49M0.83%
Laird Norton Trust Company, LLC18,532$2.39M0.05%
EP Wealth Advisors, LLC18,392$2.37M0.01%
Twin Capital Management Inc16,863$2.18M0.27%
Osmosis Investment Management UK Ltd16,780$2.17M0.05%
Flagship Capital Management Inc.14,610$1.89M1.33%
Havemeyer Place LP14,518$1.87M0.37%
Highland Capital Management, LLC14,333$1.85M0.09%
Axq Capital, LP14,210$1.83M0.41%
North Dakota State Investment Board13,983$1.80M0.07%
Schonfeld Strategic Advisors LLC13,572$1.75M0.01%
Capitolis Liquid Global Markets LLC13,463$1.74M0.01%
Genus Capital Management Inc.13,225$1.71M0.20%
Legato Capital Management LLC12,940$1.67M0.14%
Marble Wealth, LLC12,296$1.59M0.22%
BNP Paribas11,651$1.50M0.04%
Interval Partners, LP10,911$1.41M0.03%
HRT Financial LP10,896$1.41M0.00%
Cercano Management LLC10,522$1.36M0.05%
Sienna Gestion10,224$1.32M0.08%
Evolve Private Wealth, LLC9,847$1.27M0.08%
Oak Thistle LLC8,659$1.12M0.16%
Sciencast Management LP8,423$1.09M0.15%
V-Square Quantitative Management LLC8,401$1.08M0.11%
Perryman Financial Advisory Inc7,190$927.8K0.14%
Mangrove Partners7,119$918.6K0.07%
Campbell Capital Management Inc7,000$903.3K0.31%
SBI Okasan Asset Management Co.Ltd.7,000$900.1K0.05%
Wealth Enhancement Trust Services, Inc.6,618$854.0K0.11%
TCW Group Inc6,327$816.4K0.01%
Veratis Advisors, Inc.4,634$729.5K0.58%
Mirabella Financial Services LLP5,483$707.5K0.07%
Fideuram Asset Management (Ireland) dac5,612$701.4K0.06%
SummitTX Capital, L.P.5,168$666.9K0.02%
Centiva Capital, LP5,000$645.2K0.04%
AlphaGrep UK Ltd4,571$589.8K0.20%
GTS Securities LLC4,532$584.8K0.02%
Texas Capital Bank Wealth Management Services Inc4,423$570.7K0.03%
Impact Partnership Wealth, LLC4,383$565.6K0.07%
D. E. Shaw & Co., Inc.4,127$532.5K0.00%
Alchemi Wealth, LLC4,097$528.8K0.29%
CSS LLC3,910$504.5K0.03%
Hamilton Capital, LLC3,909$504.5K0.03%
Passumpsic Savings Bank3,765$485.8K0.27%
Arista Wealth Management, LLC3,753$484.3K0.06%
Hilton Head Capital Partners, LLC3,710$478.7K0.28%
EFG International AG3,704$478.0K0.01%
National Philanthropic Trust3,557$459.0K0.00%
Snowwater Investment Partners, LLC3,510$452.9K0.42%
Sapient Capital LLC3,469$449.4K0.01%
Jacobs Equity LLC3,428$442.4K0.43%
Marin Bay Wealth Advisors, LLC3,411$440.1K0.25%
Abel Hall, LLC3,347$431.9K0.10%
RM Financial Services, LLC3,335$430.3K0.38%
Sentinus, LLC3,247$419.0K0.04%
55 North Private Wealth, LLC3,229$416.7K0.11%
Beto Financial Group, LLC2,900$412.5K0.28%
GenTrust, LLC3,176$409.8K0.02%
Cfo Capital Management LLC3,125$403.3K0.30%
Aster Capital Management (DIFC) Ltd3,102$400.3K0.18%
Two Sigma Securities, LLC3,017$389.3K0.05%
SCP Investment, LP3,000$387.1K0.32%
Foster Group, Inc.2,880$371.7K0.01%
Westpac Banking Corp2,860$369.1K0.02%
Parallax Volatility Advisers, L.P.2,835$365.8K0.01%
Sterling Wealth Management, Inc.2,830$365.2K0.10%
MBL Wealth, LLC2,735$352.9K0.03%
SmartHarvest Portfolios, LLC2,731$352.4K0.12%
Indivisible Partners2,711$349.8K0.04%
Calamos Wealth Management LLC2,681$346.0K0.01%
Armis Advisers, LLC1,934$339.4K0.04%
BCS Wealth Management2,610$336.7K0.03%
Y-Intercept (Hong Kong) Ltd2,601$335.6K0.01%

Sold out (125)

Institutions that held Phillips 66 at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 125 by value.

Institutions that sold out of PSX in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Ossiam318,377$43.3M
Alps Advisors Inc187,558$25.5M
Empowered Funds, LLC181,508$24.7M
Capital Fund Management S.A.160,984$21.9M
Qube Research & Technologies Ltd129,132$17.6M
Renaissance Technologies LLC86,950$11.8M
Arrowstreet Capital, Limited Partnership33,734$4.59M
Fort Point Capital Partners LLC32,013$4.35M
Kintayl Capital LP29,270$3.98M
Steel Peak Wealth Management LLC23,029$3.13M
Munich Reinsurance Co Stock Corp in Munich17,601$2.39M
DRW Securities, LLC17,294$2.35M
NJ State Employees Deferred Compensation Plan14,200$1.93M
Neo Ivy Capital Management13,274$1.81M
Brighton Jones LLC12,396$1.69M
Vinva Investment Management Ltd12,095$1.66M
Edgestream Partners, L.P.11,893$1.62M
Redwood Investment Management, LLC10,062$1.37M
TownSquare Capital, LLC9,782$1.33M
BTG Pactual Asset Management US LLC9,011$1.23M
Quantitative Investment Management, LLC7,718$1.05M
Inceptionr LLC7,271$989.0K
Cornerstone Advisors, LLC7,200$979.3K
VCI Wealth Management LLC7,027$955.8K
Group One Trading, L.P.5,906$803.3K
FORA Capital, LLC5,238$712.5K
Volterra Technologies LP5,191$706.1K
EntryPoint Capital, LLC4,595$625.0K
Net Worth Advisory Group4,441$604.0K
Headlands Technologies LLC4,300$584.9K
Sage Mountain Advisors LLC4,181$568.7K
Virtu Financial LLC4,120$560.0K
Two Sigma Advisers, LP3,700$503.3K
Catalyst Funds Management Pty Ltd3,600$489.7K
National Wealth Management Group, LLC3,590$488.3K
Dark Forest Capital Management LP3,580$487.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,408$463.6K
Vista Cima Wealth Management LLC3,368$458.1K
Asahi Life Asset Management Co., Ltd.3,227$438.9K
Runnymede Capital Advisors, Inc.3,133$426.2K
Pitcairn Co3,050$414.9K
ARS Investment Partners, LLC3,025$411.5K
OneAscent Financial Services LLC2,805$381.6K
Arete Wealth Advisors, LLC2,781$378.0K
Hudson Bay Capital Management LP2,654$361.0K
ClearAlpha Technologies LP2,644$359.6K
Hudson Valley Investment Advisors Inc2,225$302.6K
Polymer Capital Management (US) LLC2,190$297.9K
Alta Advisers Ltd2,045$278.2K
Petrus Trust Company, LTA1,994$271.2K
Meridian Wealth Advisors, LLC1,957$266.2K
Greenland Capital Management LP1,950$265.2K
Requisite Capital Management, LLC1,831$249.1K
American Alpha Advisors, LLC1,814$246.7K
Paragon Capital Management Ltd1,777$241.7K
NovaPoint Capital, LLC1,767$240.3K
Kelly Lawrence W & Associates Inc1,758$239.1K
Touchstone Capital, Inc.1,745$237.4K
Phillips Wealth Planners LLC1,728$229.7K
Farmers Trust Co1,682$228.8K
Summit Wealth Group LLC1,860$223.5K
First Business Financial Services, Inc.1,631$221.8K
Benchmark Financial Wealth Advisors, LLC1,624$220.9K
Willis Johnson & Associates, Inc.1,623$220.8K
CWS Financial Advisors, LLC1,623$220.8K
Tradition Wealth Management, LLC1,622$220.7K
Green Harvest Asset Management LLC1,609$218.9K
Elm3 Financial Group, LLC1,574$214.1K
Arbor Investment Advisors, LLC1,547$210.4K
Keebeck Wealth Management, LLC1,537$209.1K
Loudon Investment Management, LLC1,527$207.7K
Argus Investors' Counsel, Inc.1,526$207.6K
Blue Rock Wealth Management LLC1,524$207.3K
Apriem Advisors1,521$206.9K
Traveka Wealth, LLC1,518$206.5K
Clarius Group, LLC1,517$206.3K
Fiduciary Planning LLC1,516$206.2K
MASTERINVEST Kapitalanlage GmbH1,516$206.2K
William Blair Investment Management, LLC1,513$205.8K
Cahill Financial Advisors Inc1,512$205.6K
LMG Wealth Partners, LLC1,505$204.7K
CRA Financial Services, LLC1,503$204.4K
Amarillo National Bank1,501$204.2K
Staley Capital Advisers Inc1,500$204.0K
Edge Wealth Management LLC1,500$204.0K
Financial Management Network Inc1,528$203.1K
West Family Investments, Inc.1,486$202.1K
Endowment Wealth Management, Inc.1,483$201.7K
Hendley & Co Inc1,480$201.0K
Gradient Investments LLC1,473$200.4K
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus1,472$200.2K
Cambridge Financial Group, LLC1,471$200.1K
Union Bancaire Privee, UBP SA1,650$196.8K
Cloud Capital Management, LLC967$131.0K
Heartwood Wealth Advisors LLC629$85.6K
Main Street Group, LTD616$83.8K
Painted Porch Advisors LLC503$68.4K
JPL Wealth Management, LLC485$66.0K
Crowley Wealth Management, Inc.455$61.9K
Lynch Asset Management, Inc.350$47.6K

Not filed for Q4 2025 yet (34)

Institutions that held Phillips 66 at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Stonegate Investment Group, LLC883,634$120.2M
Glenmede Investment Management, LP144,148$19.6M
AXA Investment Managers S.A.64,816$8.82M
CIBC Bancorp USA Inc.55,874$7.60M
Shorepoint Capital Partners LLC39,657$5.39M
Wolverine Trading, LLC28,946$3.98M
Sonora Investment Management Group, LLC18,861$2.57M
Synovus Financial Corp16,925$2.30M
Cobblestone Capital Advisors LLC16,926$2.30M
Wetherby Asset Management Inc11,347$1.54M
Lokken Investment Group LLC10,604$1.44M
Oak Hill Wealth Advisors, LLC8,405$1.14M
Creekmur Asset Management LLC8,085$1.10M
Country Club Bank7,222$993.5K
Bridge Creek Capital Management LLC6,856$932.6K
Pinnacle Financial Partners Inc5,648$768.2K
LexAurum Advisors, LLC3,343$454.7K
Eisler Capital Management Ltd.3,272$448.8K
Full Sail Capital, LLC2,997$407.6K
SPC Financial, Inc.2,462$334.9K
Chiron Capital Management, LLC2,105$286.3K
Corton Capital Inc.2,084$283.5K
Moloney Securities Asset Management, LLC1,982$269.5K
Gries Financial LLC1,636$222.5K
Shell Asset Management Co1,630$222.0K
Optimum Investment Advisors1,038$141.2K
Hemington Wealth Management576$78.0K
Promus Capital, LLC121$16.5K
Binnacle Investments Inc91$12.4K
Accredited Wealth Management, LLC900$6.80K
Guerra Advisors Inc36$4.93K
Pineridge Advisors LLC26$3.53K
FSA Wealth Management LLC25$3.44K
Texas Capital Bancshares Inc5$680