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Livermore
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).

13F holders, Q4 2025

Institutional positions in Phillips 66 as of Dec 31, 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
1,904
+100 vs. Q3 2025
Shares held
309.3M
+4.54M (+1.5%) vs. Q3 2025
Total value
$39.9B
−$1.53B (−3.7%) vs. Q3 2025
New holders
225
699 more added
Sold out
125
626 more reduced

34 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,904 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2025: $39.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2025.

Institutions holding PSX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Alberta Investment Management Corp58,375$00.00%+58,375New
FNY Investment Advisers, LLC5$00.00%+5New
St. Johns Investment Management Company, LLC1$1290.00%00.0%Unchanged
Atwood & Palmer Inc1$1300.00%00.0%Unchanged
Arcadia Investment Management Corp1$1300.00%+1New
Rakuten Securities, Inc.2$2580.00%00.0%Unchanged
Darwin Advisors, LLC2$2580.00%+2New
Atlantic Private Wealth, LLC2$2600.00%+2New
Davis Capital Management3$3870.00%00.0%Unchanged
Luken Investment Analytics, LLC3$3870.00%+3New
Seneschal Advisors, LLC3$3880.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.3$4270.00%00.0%Unchanged
Breakwater Investment Management4$5170.00%00.0%Unchanged
Alerus Financial NA5$6450.00%00.0%Unchanged
IMA Wealth, Inc.5$6450.00%00.0%Unchanged
Mascoma Wealth Management LLC6$7740.00%−48−88.9%Reduced
Hughes Financial Services, LLC6$7740.00%+2+50.0%Added
Aspect Partners, LLC10$1.29K0.00%00.0%Unchanged
Kilter Group LLC10$1.29K0.00%−11−52.4%Reduced
PayPay Securities Corp11$1.42K0.04%+3+37.5%Added
Advocate Investing Services LLC11$1.42K0.00%+11New
Turning Point Benefit Group, Inc.12$1.55K0.00%+11+1,100.0%Added
Caitlin John, LLC13$1.68K0.00%00.0%Unchanged
HFM Investment Advisors, LLC13$1.68K0.00%00.0%Unchanged
1015 Capital Partners, LLC13$1.68K0.00%+13New
LM Advisors LLC225$1.74K0.04%−1,512−87.0%Reduced
DHJJ Financial Advisors, Ltd.14$1.81K0.00%00.0%Unchanged
Miller Global Investments, LLC15$1.94K0.00%+15New
Sunrise Financial Services, LLC16$2.06K0.00%+16New
Delta Asset Management LLC17$2.19K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC17$2.19K0.00%00.0%Unchanged
Ameriflex Group, Inc.20$2.58K0.00%−272−93.2%Reduced
Dunhill Financial, LLC21$2.69K0.00%+5+31.3%Added
WealthCollab, LLC24$3.10K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management24$3.10K0.00%+24New
Valued Wealth Advisors LLC24$3.14K0.00%00.0%Unchanged
Spurstone Advisory Services, LLC25$3.23K0.05%−1,000−97.6%Reduced
ZRC Wealth Management, LLC25$3.23K0.00%+4+19.0%Added
Bullseye Investment Management, LLC25$3.23K0.00%+25New
Elevated Capital Advisors, LLC26$3.35K0.00%+26New
Fairway Wealth LLC27$3.48K0.00%+27New
Ares Financial Consulting, LLC27$3.48K0.00%+27New
CGC Financial Services, LLC28$3.61K0.00%00.0%Unchanged
Thompson Investment Management, Inc.30$3.87K0.00%00.0%Unchanged
Tidemark, LLC31$4.00K0.00%00.0%Unchanged
Penserra Capital Management LLC33$4.00K0.00%−3−8.3%Reduced
Monetary Solutions, Ltd31$4.00K0.00%+31New
Horrell Capital Management, Inc.34$4.39K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC34$4.39K0.00%00.0%Unchanged
Westfuller Advisors, LLC35$4.49K0.00%00.0%Unchanged
BFSG, LLC35$4.52K0.00%−40−53.3%Reduced
Fiduciary Advisors, Inc.35$4.52K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.37$4.78K0.00%00.0%Unchanged
Osbon Capital Management LLC38$4.92K0.00%+38New
Dogwood Wealth Management LLC39$5.03K0.00%+7+21.9%Added
Bay Harbor Wealth Management, LLC41$5.29K0.00%+16+64.0%Added
Cedar Mountain Advisors, LLC42$5.42K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.42$5.42K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC42$5.42K0.01%00.0%Unchanged
Greenline Wealth Management LLC49$6.32K0.01%+49New
Arlington Trust Co LLC49$6.32K0.00%−267−84.5%Reduced
Prosperity Bancshares Inc49$6.32K0.01%+49New
Fort Vancouver Investment Management, LLC49$6.32K0.00%+49New
Prudent Man Investment Management, Inc.50$6.45K0.00%00.0%Unchanged
Jessup Wealth Management, Inc50$6.45K0.00%+50New
Noble Wealth Management PBC51$6.58K0.00%00.0%Unchanged
POM Investment Strategies, LLC52$6.72K0.00%+52New
Anfield Capital Management, LLC53$6.84K0.00%00.0%Unchanged
Marquette Asset Management, LLC53$6.84K0.00%+16+43.2%Added
Entrust Financial LLC55$7.06K0.01%+55New
Old Second National Bank of Aurora55$7.10K0.00%+55New
Wilkerson Advisory Group LLC56$7.23K0.00%+56New
RMG Wealth Management LLC51$7.25K0.00%00.0%Unchanged
Accent Capital Management, LLC57$7.36K0.00%00.0%Unchanged
Center for Financial Planning, Inc.57$7.36K0.00%00.0%Unchanged
Bare Financial Services, Inc57$7.36K0.00%+12+26.7%Added
Atlantic Edge Private Wealth Management, LLC60$7.74K0.00%−159−72.6%Reduced
Crewe Advisors LLC62$8.00K0.00%00.0%Unchanged
Joseph Group Capital Management65$8.39K0.00%+65New
Lavaca Capital LLC66$8.52K0.00%00.0%Unchanged
Highline Wealth Partners LLC66$8.53K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC67$8.64K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC69$8.89K0.00%+1+1.5%Added
First Financial Corp69$8.90K0.00%00.0%Unchanged
Legacy Bridge, LLC70$9.03K0.00%+70New
Cresta Advisors, Ltd.70$9.03K0.00%+70New
Mowery & Schoenfeld Wealth Management, LLC70$9.03K0.01%+70New
Meramec Financial Planners, LLC58$9.15K0.00%+58New
Newbridge Financial Services Group, Inc.71$9.16K0.00%+71New
YANKCOM Partnership74$9.55K0.00%00.0%Unchanged
S&T Bank78$10.1K0.00%−10−11.4%Reduced
Principia Wealth Advisory, LLC78$10.1K0.01%+1+1.3%Added
Abound Wealth Management79$10.2K0.00%+14+21.5%Added
MPWM Advisory Solutions, LLC83$10.7K0.01%+1+1.2%Added
WPG Advisers, LLC84$10.8K0.01%−42−33.3%Reduced
IAG Wealth Partners, LLC85$11.0K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.80$11.0K0.00%00.0%Unchanged
Westend Capital Management, LLC86$11.1K0.00%00.0%Unchanged
Howard Hughes Medical Institute87$11.2K0.01%00.0%Unchanged
Financial Perspectives, Inc88$11.4K0.00%00.0%Unchanged