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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 9,320 | $1.20M | 0.03% | +4,248+83.8% | Added |
| Forum Financial Management, LP | 9,325 | $1.20M | 0.02% | −52−0.6% | Reduced |
| Virtue Asset Management LLC | 9,348 | $1.21M | 0.96% | +222+2.4% | Added |
| Evergreen Capital Management LLC | 9,355 | $1.21M | 0.03% | +4,397+88.7% | Added |
| Beacon Investment Advisors LLC | 9,369 | $1.21M | 0.49% | +28+0.3% | Added |
| EverSource Wealth Advisors, LLC | 9,439 | $1.22M | 0.04% | +1,351+16.7% | Added |
| Harbour Investment Management LLC | 9,488 | $1.22M | 0.65% | −3,725−28.2% | Reduced |
| Integrated Wealth Concepts LLC | 9,494 | $1.23M | 0.01% | −5,127−35.1% | Reduced |
| Cullinan Associates Inc | 9,639 | $1.24M | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,664 | $1.25M | 0.09% | −304−3.0% | Reduced |
| IFP Advisors, Inc | 9,681 | $1.25M | 0.03% | +1,388+16.7% | Added |
| Harfst & Associates, Inc. | 9,734 | $1.26M | 0.23% | −78−0.8% | Reduced |
| Jeppson Wealth Management, LLC | 9,799 | $1.26M | 0.40% | −20−0.2% | Reduced |
| Terry L. Blaker | 9,800 | $1.26M | 0.05% | −40−0.4% | Reduced |
| Todd Asset Management LLC | 9,811 | $1.27M | 0.02% | −195,310−95.2% | Reduced |
| Intrua Financial, LLC | 9,814 | $1.27M | 0.14% | +425+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,817 | $1.27M | 0.04% | +948+10.7% | Added |
| Balyasny Asset Management LLC | 9,830 | $1.27M | 0.00% | −3,417−25.8% | Reduced |
| FourThought Financial Partners, LLC | 9,842 | $1.27M | 0.11% | −1,536−13.5% | Reduced |
| Evolve Private Wealth, LLC | 9,847 | $1.27M | 0.08% | +9,847 | New |
| Intrust Bank NA | 9,934 | $1.28M | 0.11% | −10,456−51.3% | Reduced |
| Delta Financial Advisors LLC | 9,956 | $1.28M | 0.33% | −79−0.8% | Reduced |
| Sigma Planning Corp | 9,958 | $1.29M | 0.04% | +299+3.1% | Added |
| Verdence Capital Advisors LLC | 10,013 | $1.29M | 0.08% | −238−2.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,075 | $1.30M | 0.08% | +3,613+55.9% | Added |
| Monetta Financial Services Inc | 10,100 | $1.30M | 0.93% | 00.0% | Unchanged |
| Tower Bridge Advisors | 10,148 | $1.31M | 0.13% | −100−1.0% | Reduced |
| Smith Group Asset Management, LLC | 10,154 | $1.31M | 0.07% | +43+0.4% | Added |
| Sienna Gestion | 10,224 | $1.32M | 0.08% | +10,224 | New |
| Moneta Group Investment Advisors LLC | 10,217 | $1.32M | 0.01% | −1,276−11.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,232 | $1.32M | 0.46% | +8,140+389.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,373 | $1.32M | 0.19% | +31+0.4% | Added |
| Moors & Cabot, Inc. | 10,293 | $1.33M | 0.06% | +127+1.2% | Added |
| Thoroughbred Financial Services, LLC | 10,305 | $1.33M | 0.08% | +1,914+22.8% | Added |
| Quadrature Capital Ltd | 10,326 | $1.33M | 0.01% | −2,540−19.7% | Reduced |
| Donoghue Forlines LLC | 10,337 | $1.33M | 0.41% | −979−8.7% | Reduced |
| ISAM Funds (UK) Ltd | 10,365 | $1.34M | 0.48% | −2,849−21.6% | Reduced |
| Bragg Financial Advisors, Inc | 10,402 | $1.34M | 0.04% | −116−1.1% | Reduced |
| Bangor Savings Bank | 10,465 | $1.35M | 0.11% | −800−7.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,510 | $1.36M | 0.02% | +2,480+30.9% | Added |
| Cercano Management LLC | 10,522 | $1.36M | 0.05% | +10,522 | New |
| Banque Cantonale Vaudoise | 10,531 | $1.36M | 0.05% | −8,889−45.8% | Reduced |
| Parallel Advisors, LLC | 10,557 | $1.36M | 0.02% | +498+5.0% | Added |
| Mount Yale Investment Advisors, LLC | 10,598 | $1.37M | 0.07% | −633−5.6% | Reduced |
| Wealthspire Advisors, LLC | 10,607 | $1.37M | 0.01% | +3,021+39.8% | Added |
| Wahed Invest LLC | 10,611 | $1.37M | 0.18% | −540−4.8% | Reduced |
| CFM Wealth Partners LLC | 10,623 | $1.37M | 0.20% | +6+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,639 | $1.37M | 0.05% | −2,589−19.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $1.38M | 0.09% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 10,731 | $1.38M | 0.33% | +231+2.2% | Added |
| DT Investment Partners, LLC | 10,736 | $1.39M | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,755 | $1.39M | 0.19% | −17−0.2% | Reduced |
| MUFG Securities Americas Inc. | 10,855 | $1.40M | 0.09% | −43−0.4% | Reduced |
| HRT Financial LP | 10,896 | $1.41M | 0.00% | +10,896 | New |
| Interval Partners, LP | 10,911 | $1.41M | 0.03% | +10,911 | New |
| Dynamic Advisor Solutions LLC | 10,919 | $1.41M | 0.05% | −891−7.5% | Reduced |
| Securian Asset Management, Inc | 10,956 | $1.41M | 0.05% | −8,560−43.9% | Reduced |
| Principal Securities, Inc. | 11,074 | $1.43M | 0.02% | +1,585+16.7% | Added |
| Snowden Capital Advisors LLC | 11,079 | $1.43M | 0.04% | +65+0.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,203 | $1.45M | 1.52% | −1,403−11.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,237 | $1.45M | 0.42% | −103−0.9% | Reduced |
| Sowell Financial Services LLC | 11,261 | $1.45M | 0.05% | +156+1.4% | Added |
| Axxcess Wealth Management, LLC | 11,285 | $1.46M | 0.03% | +4,573+68.1% | Added |
| Shelton Capital Management | 11,508 | $1.48M | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,541 | $1.49M | 0.02% | +2,697+30.5% | Added |
| First Interstate Bank | 11,557 | $1.49M | 0.08% | −2,381−17.1% | Reduced |
| Jacobi Capital Management LLC | 11,594 | $1.50M | 0.09% | −199−1.7% | Reduced |
| Red Cedar Investment Management, LLC | 11,596 | $1.50M | 0.16% | 00.0% | Unchanged |
| Versor Investments LP | 11,600 | $1.50M | 0.23% | +9,600+480.0% | Added |
| Fruth Investment Management | 11,623 | $1.50M | 0.40% | 00.0% | Unchanged |
| BNP Paribas | 11,651 | $1.50M | 0.04% | +11,651 | New |
| Global Retirement Partners, LLC | 11,681 | $1.51M | 0.03% | +2,792+31.4% | Added |
| Umpqua Bank | 11,709 | $1.51M | 0.42% | +157+1.4% | Added |
| Hilltop National Bank | 11,715 | $1.51M | 0.37% | +964+9.0% | Added |
| Williams Jones Wealth Management, LLC. | 11,718 | $1.51M | 0.02% | −94−0.8% | Reduced |
| Independent Financial Group, LLC | 11,768 | $1.52M | 0.03% | −666−5.4% | Reduced |
| Inscription Capital, LLC | 11,874 | $1.53M | 0.16% | +2,152+22.1% | Added |
| We Are One Seven, LLC | 11,948 | $1.54M | 0.03% | +2,613+28.0% | Added |
| Pathway Financial Advisers, LLC | 12,003 | $1.55M | 0.45% | +12+0.1% | Added |
| Spears Abacus Advisors LLC | 12,006 | $1.55M | 0.03% | −25−0.2% | Reduced |
| Pallas Capital Advisors LLC | 12,017 | $1.55M | 0.05% | +1,629+15.7% | Added |
| Evercore Wealth Management, LLC | 12,034 | $1.55M | 0.02% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 12,059 | $1.56M | 1.60% | −248−2.0% | Reduced |
| Carret Asset Management, LLC | 12,076 | $1.56M | 0.15% | −149−1.2% | Reduced |
| Clearstead Advisors, LLC | 12,184 | $1.57M | 0.02% | +382+3.2% | Added |
| Fisher Asset Management, LLC | 12,222 | $1.58M | 0.00% | +2,841+30.3% | Added |
| Hancock Whitney Corp | 12,271 | $1.58M | 0.03% | −93−0.8% | Reduced |
| Marble Wealth, LLC | 12,296 | $1.59M | 0.22% | +12,296 | New |
| AE Wealth Management LLC | 12,304 | $1.59M | 0.01% | +1,628+15.2% | Added |
| Groupama Asset Managment | 12,315 | $1.59M | 0.02% | −1,278−9.4% | Reduced |
| Intech Investment Management LLC | 12,369 | $1.60M | 0.01% | −5,592−31.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,396 | $1.60M | 0.01% | +560+4.7% | Added |
| Pensionmark Financial Group, LLC | 12,407 | $1.60M | 0.03% | +599+5.1% | Added |
| Wedmont Private Capital | 11,685 | $1.61M | 0.06% | −201−1.7% | Reduced |
| Tweedy, Browne Co LLC | 12,502 | $1.61M | 0.13% | 00.0% | Unchanged |
| Ar Asset Management Inc | 12,600 | $1.63M | 0.33% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,644 | $1.63M | 0.00% | +762+6.4% | Added |
| Sustainable Insight Capital Management, LLC | 12,751 | $1.65M | 0.55% | +800+6.7% | Added |
| Flavin Financial Services, Inc. | 12,796 | $1.65M | 1.13% | +114+0.9% | Added |
| Meeder Advisory Services, Inc. | 12,804 | $1.65M | 0.07% | +861+7.2% | Added |