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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 4,079 | $526.4K | 0.01% | −5−0.1% | Reduced |
| Busey Wealth Management | 4,086 | $527.3K | 0.01% | +631+18.3% | Added |
| FineMark National Bank & Trust | 4,093 | $528.2K | 0.02% | −169−4.0% | Reduced |
| Modera Wealth Management, LLC | 4,093 | $528.2K | 0.01% | −19−0.5% | Reduced |
| Manning & Napier Advisors LLC | 4,079 | $528.5K | 0.01% | −5,503−57.4% | Reduced |
| Alchemi Wealth, LLC | 4,097 | $528.8K | 0.29% | +4,097 | New |
| Biltmore Wealth Management, LLC | 4,099 | $529.0K | 0.20% | +26+0.6% | Added |
| CX Institutional | 4,107 | $530.0K | 0.02% | −85−2.0% | Reduced |
| Burford Brothers, Inc. | 4,123 | $532.0K | 0.22% | +20.0% | Added |
| D. E. Shaw & Co., Inc. | 4,127 | $532.5K | 0.00% | +4,127 | New |
| Patron Partners Advisors, LLC | 4,133 | $533.3K | 0.24% | −209−4.8% | Reduced |
| SAM Advisors, LLC | 4,136 | $533.7K | 0.17% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,144 | $534.7K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,155 | $536.2K | 0.02% | −18,927−82.0% | Reduced |
| Means Investment Co., Inc. | 4,170 | $538.1K | 0.05% | +10.0% | Added |
| Annex Advisory Services, LLC | 4,176 | $538.8K | 0.01% | −437−9.5% | Reduced |
| Palisade Asset Management, LLC | 4,210 | $543.3K | 0.05% | −178−4.1% | Reduced |
| Quest Partners LLC | 4,220 | $544.5K | 0.03% | −303−6.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,985 | $544.5K | 0.05% | +422+11.8% | Added |
| Smartleaf Asset Management LLC | 4,207 | $545.2K | 0.02% | +349+9.0% | Added |
| Boothbay Fund Management, LLC | 4,225 | $545.2K | 0.01% | +534+14.5% | Added |
| Johnson & White Wealth Management, LLC | 4,235 | $546.4K | 0.24% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 4,236 | $546.6K | 0.08% | +83+2.0% | Added |
| Aull & Monroe Investment Management Corp | 4,237 | $546.7K | 0.27% | +100+2.4% | Added |
| Argyle Capital Partners, LLC | 4,247 | $548.0K | 0.40% | −36−0.8% | Reduced |
| Moment Partners, LLC | 4,261 | $549.9K | 0.11% | −748−14.9% | Reduced |
| Ci Investments Inc. | 4,264 | $550.2K | 0.00% | −1,104−20.6% | Reduced |
| Empire Financial Management Company, LLC | 4,276 | $551.8K | 0.12% | +100+2.4% | Added |
| Bennett Associates Wealth Management | 4,327 | $558.4K | 0.39% | −121−2.7% | Reduced |
| Islay Capital Management, LLC | 4,335 | $559.4K | 0.33% | 00.0% | Unchanged |
| waypoint wealth counsel | 4,348 | $561.1K | 0.21% | +549+14.5% | Added |
| Western Wealth Management, LLC | 4,376 | $564.7K | 0.03% | +276+6.7% | Added |
| Impact Partnership Wealth, LLC | 4,383 | $565.6K | 0.07% | +4,383 | New |
| WP Advisors, LLC | 4,389 | $566.3K | 0.14% | −118−2.6% | Reduced |
| Basepoint Wealth LLC | 4,393 | $566.9K | 0.34% | −910−17.2% | Reduced |
| LVM Capital Management Ltd | 4,395 | $567.0K | 0.05% | −200−4.4% | Reduced |
| Quantbot Technologies LP | 4,396 | $567.3K | 0.02% | −13,303−75.2% | Reduced |
| Focus Financial Network, Inc. | 4,422 | $570.6K | 0.02% | +35+0.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,423 | $570.7K | 0.03% | +4,423 | New |
| Guardian Wealth Management, Inc. | 4,433 | $572.1K | 0.34% | −49−1.1% | Reduced |
| Armor Investment Advisors, LLC | 4,439 | $572.9K | 0.21% | −416−8.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,444 | $573.5K | 0.16% | +14+0.3% | Added |
| Charter Trust Co | 4,445 | $573.6K | 0.03% | −167−3.6% | Reduced |
| Lincoln Capital LLC | 4,460 | $575.6K | 0.10% | +168+3.9% | Added |
| Wealth Advisory Solutions, LLC | 4,479 | $578.0K | 0.13% | −1,590−26.2% | Reduced |
| Veracity Capital LLC | 4,480 | $578.1K | 0.17% | +19+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,504 | $581.3K | 0.03% | +207+4.8% | Added |
| GWN Securities Inc. | 4,512 | $582.3K | 0.12% | +532+13.4% | Added |
| GTS Securities LLC | 4,532 | $584.8K | 0.02% | +4,532 | New |
| AlphaGrep UK Ltd | 4,571 | $589.8K | 0.20% | +4,571 | New |
| B&L Asset Management LLC | 4,598 | $593.3K | 0.27% | +1,328+40.6% | Added |
| KCM Investment Advisors LLC | 4,600 | $593.5K | 0.02% | −36−0.8% | Reduced |
| Premier Path Wealth Partners, LLC | 4,610 | $594.9K | 0.08% | −1,048−18.5% | Reduced |
| 5T Wealth, LLC | 4,631 | $597.5K | 0.24% | −572−11.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,631 | $597.6K | 0.06% | −90−1.9% | Reduced |
| AMG National Trust Bank | 4,682 | $604.2K | 0.01% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 4,730 | $610.4K | 0.03% | +30+0.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,732 | $610.6K | 0.02% | +1,632+52.6% | Added |
| Gryphon Financial Partners LLC | 4,736 | $611.2K | 0.07% | +429+10.0% | Added |
| Investors Research Corp | 4,776 | $616.3K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 4,516 | $617.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,786 | $617.5K | 0.15% | −277−5.5% | Reduced |
| NVWM, LLC | 4,792 | $618.3K | 0.13% | +67+1.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,793 | $618.5K | 0.05% | +2,397+100.0% | Added |
| Fidelis Capital Partners, LLC | 4,847 | $625.4K | 0.05% | +281+6.2% | Added |
| StoneX Group Inc. | 4,860 | $626.7K | 0.03% | −1,798−27.0% | Reduced |
| Dearborn Partners LLC | 4,872 | $628.7K | 0.03% | +57+1.2% | Added |
| Everpar Advisors LLC | 4,902 | $632.6K | 0.23% | −455−8.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,599 | $634.1K | 0.22% | +21+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 4,922 | $635.2K | 0.11% | −59−1.2% | Reduced |
| Adviser Investments LLC | 4,930 | $636.2K | 0.01% | +588+13.5% | Added |
| Autumn Glory Partners, LLC | 4,943 | $637.8K | 0.22% | +253+5.4% | Added |
| Venturi Wealth Management, LLC | 4,953 | $639.1K | 0.03% | −84−1.7% | Reduced |
| Massmutual Trust Co FSB | 4,964 | $640.6K | 0.02% | −20.0% | Reduced |
| Garrison Point Advisors, LLC | 4,980 | $642.6K | 0.28% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,989 | $643.8K | 0.06% | +341+7.3% | Added |
| Modern Wealth Management, LLC | 4,991 | $644.0K | 0.01% | +554+12.5% | Added |
| Kuhn & Co Investment Counsel | 4,994 | $644.5K | 0.43% | +1,209+31.9% | Added |
| Cito Capital Group, LLC | 5,000 | $645.0K | 0.19% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $645.2K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,000 | $645.2K | 0.04% | +5,000 | New |
| Augustine Asset Management Inc | 5,013 | $646.9K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,014 | $647.0K | 0.03% | −1,662−24.9% | Reduced |
| Rosenberg Matthew Hamilton | 5,020 | $647.8K | 0.13% | −27−0.5% | Reduced |
| Valley Brook Capital Group | 5,028 | $648.8K | 0.43% | −248−4.7% | Reduced |
| Purkiss Capital Advisors LLC | 5,032 | $649.3K | 0.30% | −40−0.8% | Reduced |
| Rexford Capital Inc | 5,046 | $651.1K | 0.49% | −11−0.2% | Reduced |
| Bridges Investment Management Inc | 5,077 | $655.1K | 0.01% | −390−7.1% | Reduced |
| Worth Financial Advisory Group, LLC | 5,084 | $656.0K | 0.32% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,090 | $656.8K | 0.03% | −6−0.1% | Reduced |
| Advisor OS, LLC | 5,125 | $661.4K | 0.05% | +566+12.4% | Added |
| Leonteq Securities AG | 5,136 | $662.7K | 0.04% | +2,929+132.7% | Added |
| Checchi Capital Advisers, LLC | 5,144 | $663.8K | 0.05% | +20.0% | Added |
| Atom Investors LP | 5,166 | $666.6K | 0.05% | −1,211−19.0% | Reduced |
| Baring Financial LLC | 5,167 | $666.7K | 0.41% | −17−0.3% | Reduced |
| SummitTX Capital, L.P. | 5,168 | $666.9K | 0.02% | +5,168 | New |
| Cornerstone Wealth Group, LLC | 5,172 | $667.4K | 0.05% | +81+1.6% | Added |
| Westhampton Capital, LLC | 5,190 | $669.7K | 0.32% | −150−2.8% | Reduced |
| Gallagher Capital Advisors, LLC | 35,857 | $670.8K | 0.43% | +33,986+1,816.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,206 | $671.8K | 0.10% | +258+5.2% | Added |