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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 5,233 | $675.3K | 0.10% | −470−8.2% | Reduced |
| CFS Investment Advisory Services, LLC | 5,236 | $675.7K | 0.05% | +101+2.0% | Added |
| Tower Research Capital LLC (TRC) | 5,255 | $678.1K | 0.02% | −1,510−22.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,269 | $679.9K | 0.03% | −79−1.5% | Reduced |
| Richwood Investment Advisors, LLC | 4,310 | $680.1K | 0.49% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,282 | $681.6K | 0.05% | +10.0% | Added |
| Trust Co of Toledo NA | 5,285 | $682.0K | 0.07% | 00.0% | Unchanged |
| Cowa, LLC | 5,194 | $682.8K | 0.21% | −2,641−33.7% | Reduced |
| Drive Wealth Management, LLC | 5,314 | $685.7K | 0.13% | +1,389+35.4% | Added |
| Syon Capital LLC | 5,314 | $685.7K | 0.03% | +161+3.1% | Added |
| Waddell & Associates, LLC | 5,314 | $685.8K | 0.05% | +2,405+82.7% | Added |
| Mather Group, LLC. | 5,335 | $688.5K | 0.01% | −1,576−22.8% | Reduced |
| Doheny Asset Management | 5,379 | $694.0K | 0.42% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 5,414 | $698.6K | 0.23% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,423 | $699.8K | 0.02% | +1,120+26.0% | Added |
| Davis Investment Partners, LLC | 5,360 | $699.8K | 0.24% | −61−1.1% | Reduced |
| Evoke Wealth, LLC | 5,427 | $700.2K | 0.01% | +1,040+23.7% | Added |
| Fideuram Asset Management (Ireland) dac | 5,612 | $701.4K | 0.06% | +5,612 | New |
| Simplicity Wealth,LLC | 5,438 | $701.7K | 0.04% | +313+6.1% | Added |
| Trust Co of Vermont | 5,455 | $703.9K | 0.03% | +893+19.6% | Added |
| Essex Savings Bank | 5,468 | $705.6K | 0.15% | +95+1.8% | Added |
| Montecito Bank & Trust | 5,477 | $706.8K | 0.11% | +75+1.4% | Added |
| Mirabella Financial Services LLP | 5,483 | $707.5K | 0.07% | +5,483 | New |
| Camden Capital, LLC | 5,490 | $708.4K | 0.04% | −266−4.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,495 | $709.1K | 0.28% | −121−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,508 | $710.7K | 0.02% | +291+5.6% | Added |
| Sunbelt Securities, Inc. | 5,527 | $713.3K | 0.05% | −690−11.1% | Reduced |
| Atlas Legacy Advisors, LLC | 5,504 | $713.9K | 0.13% | +307+5.9% | Added |
| Angeles Wealth Management, LLC | 5,543 | $715.3K | 0.04% | +1,428+34.7% | Added |
| LVZ Advisors, Inc. | 5,571 | $718.9K | 0.08% | +8+0.1% | Added |
| Bank of Hawaii | 5,574 | $719.3K | 0.04% | +299+5.7% | Added |
| Stevens Capital Management LP | 5,587 | $721.0K | 0.25% | −3,246−36.7% | Reduced |
| J. Safra Sarasin Holding AG | 5,608 | $723.7K | 0.01% | +733+15.0% | Added |
| Saturna Capital CORP | 5,624 | $725.7K | 0.01% | +1,843+48.7% | Added |
| Perpetual Ltd | 5,635 | $727.1K | 0.01% | +3,011+114.7% | Added |
| Exchange Traded Concepts, LLC | 5,646 | $728.6K | 0.01% | −1,630−22.4% | Reduced |
| Veratis Advisors, Inc. | 4,634 | $729.5K | 0.58% | +4,634 | New |
| Baker Ellis Asset Management LLC | 5,654 | $729.6K | 0.09% | −940−14.3% | Reduced |
| Abundance Wealth Counselors | 5,658 | $730.1K | 0.12% | +50+0.9% | Added |
| Soltis Investment Advisors LLC | 5,662 | $730.6K | 0.05% | +2,945+108.4% | Added |
| Old North State Trust, LLC | 5,664 | $731.0K | 0.43% | +552+10.8% | Added |
| First National Bank & Trust Co of Newtown | 5,678 | $732.7K | 0.13% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,681 | $733.1K | 0.04% | +625+12.4% | Added |
| Westbourne Investment Advisors, Inc. | 5,726 | $738.9K | 0.20% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,733 | $739.8K | 0.01% | −3,789−39.8% | Reduced |
| Tyche Wealth Partners LLC | 5,763 | $743.7K | 0.12% | +100+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,465 | $746.8K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,791 | $747.3K | 0.42% | −34−0.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $747.4K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,818 | $750.7K | 0.20% | −67−1.1% | Reduced |
| VestGen Advisors, LLC | 5,835 | $752.9K | 0.03% | +2,986+104.8% | Added |
| Whitener Capital Management, Inc. | 5,844 | $754.1K | 0.17% | +250+4.5% | Added |
| Integrated Advisors Network LLC | 5,844 | $754.1K | 0.03% | −1,308−18.3% | Reduced |
| Philip James Wealth Mangement, LLC | 5,871 | $757.6K | 0.09% | −55−0.9% | Reduced |
| Norden Group LLC | 5,885 | $759.5K | 0.07% | +368+6.7% | Added |
| Coastal Bridge Advisors, LLC | 5,891 | $760.1K | 0.06% | +112+1.9% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $766.2K | 0.14% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 5,973 | $770.8K | 0.05% | +16+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 6,011 | $775.7K | 0.04% | −27,554−82.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,000 | $776.7K | 0.10% | −49−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 6,039 | $779.3K | 0.06% | +1,101+22.3% | Added |
| Heck Capital Advisors, LLC | 6,049 | $780.6K | 0.06% | −75−1.2% | Reduced |
| Ausdal Financial Partners, Inc. | 6,049 | $780.6K | 0.04% | −115−1.9% | Reduced |
| QTR Family Wealth, LLC | 5,023 | $790.1K | 0.35% | +877+21.2% | Added |
| Financial Advisory Service, Inc. | 6,132 | $791.3K | 0.05% | +1,253+25.7% | Added |
| Probity Advisors, Inc. | 6,166 | $795.7K | 0.13% | −322−5.0% | Reduced |
| Valmark Advisers, Inc. | 6,197 | $799.6K | 0.01% | +34+0.6% | Added |
| South Street Advisors LLC | 6,200 | $800.0K | 0.11% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,213 | $801.8K | 0.07% | 00.0% | Unchanged |
| 1st Source Bank | 6,221 | $802.8K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 6,234 | $804.5K | 0.01% | +382+6.5% | Added |
| American Financial Group Inc | 6,250 | $806.5K | 0.29% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 6,259 | $807.6K | 0.23% | +811+14.9% | Added |
| Panagora Asset Management Inc | 6,293 | $812.0K | 0.00% | +3,574+131.4% | Added |
| Peoples Bank | 6,299 | $812.8K | 0.50% | 00.0% | Unchanged |
| TCW Group Inc | 6,327 | $816.4K | 0.01% | +6,327 | New |
| Drucker Wealth 3.0, LLC | 6,336 | $817.6K | 0.14% | +694+12.3% | Added |
| Fairfield, Bush & Co. | 6,353 | $819.8K | 0.43% | −313−4.7% | Reduced |
| Change Path, LLC | 6,358 | $820.5K | 0.02% | +2,347+58.5% | Added |
| Retirement Planning Co of New England, Inc. | 6,363 | $821.0K | 0.33% | −153−2.3% | Reduced |
| Confluence Wealth Services, Inc. | 6,367 | $821.6K | 0.03% | −242−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,374 | $822.5K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,395 | $825.2K | 0.02% | +208+3.4% | Added |
| Private Trust Co NA | 6,398 | $825.6K | 0.07% | +100+1.6% | Added |
| ArrowMark Colorado Holdings LLC | 6,400 | $825.9K | 0.02% | −1,300−16.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,443 | $831.4K | 0.04% | −8−0.1% | Reduced |
| Miller Investment Management, LP | 6,500 | $838.8K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,507 | $839.7K | 0.05% | +99+1.5% | Added |
| Heritage Wealth Management, Inc. | 6,561 | $846.6K | 0.24% | −150−2.2% | Reduced |
| Essex Financial Services, Inc. | 6,564 | $847.0K | 0.05% | +1,043+18.9% | Added |
| America First Investment Advisors, LLC | 6,580 | $849.1K | 0.15% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,604 | $852.2K | 0.01% | −39−0.6% | Reduced |
| Aviance Capital Partners, LLC | 6,604 | $852.2K | 0.10% | +31+0.5% | Added |
| Rathbone Brothers plc | 6,605 | $852.3K | 0.00% | +1,520+29.9% | Added |
| Kingswood Wealth Advisors, LLC | 6,606 | $852.5K | 0.04% | +4,719+250.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,611 | $853.1K | 0.06% | +3,147+90.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $854.0K | 0.11% | +6,618 | New |
| Brevan Howard Capital Management LP | 6,628 | $855.3K | 0.02% | −7,672−53.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 6,639 | $856.8K | 0.01% | −65−1.0% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $862.9K | 0.07% | 00.0% | Unchanged |