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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 6,789 | $876.1K | 0.01% | −75−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 6,818 | $879.9K | 0.04% | −932−12.0% | Reduced |
| Csenge Advisory Group | 6,832 | $881.6K | 0.04% | +280+4.3% | Added |
| First National Trust Co | 6,841 | $882.8K | 0.03% | +101+1.5% | Added |
| WealthTrust Axiom LLC | 6,852 | $884.2K | 0.23% | +4+0.1% | Added |
| Boston Trust Walden Corp | 6,860 | $885.2K | 0.01% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,871 | $886.6K | 0.17% | +213+3.2% | Added |
| Tema ETFs LLC | 6,891 | $889.2K | 0.07% | −20−0.3% | Reduced |
| Vanguard Capital Wealth Advisors | 6,898 | $890.1K | 0.71% | −797−10.4% | Reduced |
| Hunter Associates Investment Management LLC | 6,902 | $892.0K | 0.12% | +125+1.8% | Added |
| Corsicana & Co. | 6,922 | $893.2K | 0.50% | −180−2.5% | Reduced |
| Welch & Forbes LLC | 6,946 | $896.3K | 0.01% | −177−2.5% | Reduced |
| Sivia Capital Partners, LLC | 6,958 | $897.8K | 0.18% | +2,950+73.6% | Added |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $900.1K | 0.05% | +7,000 | New |
| Campbell Capital Management Inc | 7,000 | $903.3K | 0.31% | +7,000 | New |
| Strategic Advisors LLC | 7,014 | $905.2K | 0.14% | +5+0.1% | Added |
| Peapack Gladstone Financial Corp | 7,037 | $908.0K | 0.01% | +20+0.3% | Added |
| Chicago Trust Co NA | 7,077 | $913.2K | 0.14% | +380+5.7% | Added |
| Cladis Investment Advisory, LLC | 7,078 | $913.4K | 0.50% | +200+2.9% | Added |
| HighPoint Advisor Group LLC | 7,083 | $914.0K | 0.02% | +199+2.9% | Added |
| Mission Wealth Management, LP | 7,094 | $915.4K | 0.02% | +1,044+17.3% | Added |
| Mangrove Partners | 7,119 | $918.6K | 0.07% | +7,119 | New |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $919.4K | 0.53% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,857 | $924.2K | 0.04% | −140−2.3% | Reduced |
| Perryman Financial Advisory Inc | 7,190 | $927.8K | 0.14% | +7,190 | New |
| Alta Capital Management LLC | 7,231 | $933.2K | 0.06% | −3,170−30.5% | Reduced |
| Institute for Wealth Management, LLC. | 7,238 | $934.0K | 0.10% | −22−0.3% | Reduced |
| LRT Capital Management, LLC | 7,257 | $936.4K | 0.80% | +2,271+45.5% | Added |
| Resources Management Corp | 7,273 | $939.0K | 0.12% | −760−9.5% | Reduced |
| Perigon Wealth Management, LLC | 7,327 | $945.5K | 0.02% | +1,333+22.2% | Added |
| Assetmark, Inc | 7,360 | $949.8K | 0.00% | +4,069+123.6% | Added |
| Cornerstone Wealth Management, LLC | 7,373 | $951.4K | 0.05% | +61+0.8% | Added |
| Regal Investment Advisors LLC | 7,403 | $955.3K | 0.06% | −507−6.4% | Reduced |
| Petros Family Wealth, LLC | 7,416 | $956.9K | 0.64% | +1,965+36.0% | Added |
| Fiduciary Group LLC | 7,434 | $959.3K | 0.08% | −20−0.3% | Reduced |
| First Citizens Bank & Trust Co | 7,438 | $959.8K | 0.02% | +3,764+102.4% | Added |
| Patten Group, Inc. | 7,457 | $962.3K | 0.18% | −1,676−18.4% | Reduced |
| Verition Fund Management LLC | 7,462 | $962.9K | 0.01% | −95,565−92.8% | Reduced |
| Machina Capital S.A.S. | 7,514 | $969.6K | 0.19% | +1,950+35.0% | Added |
| Bellecapital International Ltd. | 7,536 | $972.4K | 0.17% | +4,453+144.4% | Added |
| Vestcor Inc | 7,544 | $973.0K | 0.03% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,578 | $978.0K | 0.45% | −28−0.4% | Reduced |
| Friedenthal Financial | 7,589 | $979.3K | 0.50% | +7,434+4,796.1% | Added |
| Eagle Global Advisors LLC | 7,629 | $984.4K | 0.04% | 00.0% | Unchanged |
| FIL Ltd | 7,740 | $998.8K | 0.00% | +5,389+229.2% | Added |
| Glenview Trust Co | 7,755 | $1.00M | 0.02% | −480−5.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,768 | $1.00M | 0.27% | −83−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,814 | $1.01M | 0.07% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 7,340 | $1.01M | 0.03% | −318−4.2% | Reduced |
| AA Financial Advisors, LLC | 7,873 | $1.02M | 0.19% | −231−2.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,893 | $1.02M | 0.22% | −175−2.2% | Reduced |
| Naviter Wealth, LLC | 7,916 | $1.02M | 0.13% | −354−4.3% | Reduced |
| BWM Planning, LLC | 7,929 | $1.02M | 0.27% | 00.0% | Unchanged |
| Westmount Partners, LLC | 7,934 | $1.02M | 0.26% | −7−0.1% | Reduced |
| Danske Bank A/S | 7,939 | $1.02M | 0.00% | +2,200+38.3% | Added |
| SCS Capital Management LLC | 7,979 | $1.03M | 0.01% | +132+1.7% | Added |
| Searle & Co. | 8,017 | $1.03M | 0.27% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 8,024 | $1.04M | 0.06% | +208+2.7% | Added |
| Barry Investment Advisors, LLC | 8,099 | $1.05M | 0.23% | +27+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 8,110 | $1.05M | 0.04% | +48+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 8,113 | $1.05M | 0.18% | −88−1.1% | Reduced |
| Caerus Investment Advisors, LLC | 8,148 | $1.05M | 0.35% | +2,614+47.2% | Added |
| Stegent Equity Advisors, Inc. | 8,157 | $1.05M | 0.82% | 00.0% | Unchanged |
| Argent Trust Co | 8,172 | $1.05M | 0.04% | −252−3.0% | Reduced |
| David Loasby | 7,610 | $1.06M | 0.07% | +373+5.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,190 | $1.06M | 0.20% | +51+0.6% | Added |
| Citizens Financial Group Inc | 8,238 | $1.06M | 0.01% | −3,126−27.5% | Reduced |
| JBR Co Financial Management Inc | 8,248 | $1.06M | 0.45% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 8,257 | $1.07M | 0.16% | +509+6.6% | Added |
| Navalign, LLC | 8,271 | $1.07M | 0.26% | +442+5.6% | Added |
| Cidel Asset Management Inc | 8,340 | $1.08M | 0.08% | +237+2.9% | Added |
| Grimes & Company, Inc. | 8,390 | $1.08M | 0.03% | +67+0.8% | Added |
| V-Square Quantitative Management LLC | 8,401 | $1.08M | 0.11% | +8,401 | New |
| Mystic Asset Management, Inc. | 8,408 | $1.08M | 0.25% | −135−1.6% | Reduced |
| Fiduciary Trust Co | 8,411 | $1.09M | 0.01% | −62−0.7% | Reduced |
| Sciencast Management LP | 8,423 | $1.09M | 0.15% | +8,423 | New |
| National Asset Management, Inc. | 8,491 | $1.10M | 0.05% | −347−3.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,622 | $1.11M | 0.15% | +178+2.1% | Added |
| Caxton Associates LLP | 8,637 | $1.11M | 0.02% | −15,491−64.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,655 | $1.12M | 0.05% | −157−1.8% | Reduced |
| Oak Thistle LLC | 8,659 | $1.12M | 0.16% | +8,659 | New |
| Icon Wealth Advisors, LLC | 8,788 | $1.14M | 0.08% | −28−0.3% | Reduced |
| Savvy Advisors, Inc. | 8,831 | $1.14M | 0.04% | +2,599+41.7% | Added |
| Clearbridge Investments, LLC | 8,852 | $1.14M | 0.00% | −600−6.3% | Reduced |
| Guyasuta Investment Advisors Inc | 8,871 | $1.14M | 0.07% | +35+0.4% | Added |
| Signaturefd, LLC | 8,898 | $1.15M | 0.02% | +189+2.2% | Added |
| AlphaCore Capital LLC | 8,902 | $1.15M | 0.03% | +2,935+49.2% | Added |
| MONECO Advisors, LLC | 8,925 | $1.15M | 0.09% | +536+6.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,942 | $1.15M | 0.03% | +177+2.0% | Added |
| Ingalls & Snyder LLC | 8,987 | $1.16M | 0.04% | −25−0.3% | Reduced |
| Wimmer Associates 1, LLC | 9,017 | $1.16M | 0.54% | −13−0.1% | Reduced |
| Lee Danner & Bass Inc | 9,023 | $1.16M | 0.08% | −15−0.2% | Reduced |
| Pavion Blue Capital, LLC | 9,065 | $1.17M | 0.49% | −141−1.5% | Reduced |
| Quadrant Capital Group LLC | 9,151 | $1.18M | 0.04% | −126−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 9,154 | $1.18M | 0.02% | −698−7.1% | Reduced |
| Avidian Wealth Solutions, LLC | 9,194 | $1.19M | 0.04% | −83−0.9% | Reduced |
| Impact Capital Partners LLC | 9,197 | $1.19M | 0.35% | +874+10.5% | Added |
| Poehling Capital Management, LLC | 9,199 | $1.19M | 0.24% | −61−0.7% | Reduced |
| Adirondack Trust Co | 9,211 | $1.19M | 0.39% | −171−1.8% | Reduced |
| Greenleaf Trust | 9,289 | $1.20M | 0.01% | +94+1.0% | Added |