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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 11,703 | $1.66M | 0.04% | +328+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,874 | $1.66M | 0.02% | −60.0% | Reduced |
| Rowland & Co Investment Counsel | 12,882 | $1.66M | 0.32% | +114+0.9% | Added |
| Westwood Holdings Group Inc. | 12,886 | $1.66M | 0.01% | +1,422+12.4% | Added |
| Legato Capital Management LLC | 12,940 | $1.67M | 0.14% | +12,940 | New |
| Parcion Private Wealth LLC | 13,043 | $1.68M | 0.10% | +1,685+14.8% | Added |
| TD Private Client Wealth LLC | 13,075 | $1.69M | 0.04% | −1,013−7.2% | Reduced |
| Paragon Capital Management LLC | 13,131 | $1.69M | 0.86% | −161−1.2% | Reduced |
| CWC Advisors, LLC. | 13,168 | $1.70M | 0.82% | −183−1.4% | Reduced |
| Genus Capital Management Inc. | 13,225 | $1.71M | 0.20% | +13,225 | New |
| Nicholson Wealth Management Group, LLC | 13,267 | $1.71M | 1.00% | −189−1.4% | Reduced |
| Apollon Wealth Management, LLC | 13,296 | $1.72M | 0.03% | −694−5.0% | Reduced |
| Private Capital Management, LLC | 13,402 | $1.73M | 0.16% | +10.0% | Added |
| Capitolis Liquid Global Markets LLC | 13,463 | $1.74M | 0.01% | +13,463 | New |
| Energy Income Partners, LLC | 13,501 | $1.74M | 0.03% | +178+1.3% | Added |
| River Wealth Advisors LLC | 13,513 | $1.74M | 0.20% | −1,457−9.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,572 | $1.75M | 0.01% | +13,572 | New |
| Gateway Investment Advisers LLC | 13,593 | $1.75M | 0.02% | +438+3.3% | Added |
| Everett Harris & Co | 13,620 | $1.76M | 0.02% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 13,702 | $1.77M | 0.99% | −31−0.2% | Reduced |
| Harvest Portfolios Group Inc. | 13,705 | $1.77M | 0.03% | +8+0.1% | Added |
| Logan Capital Management Inc | 13,715 | $1.77M | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 13,979 | $1.80M | 0.08% | −1,766−11.2% | Reduced |
| North Dakota State Investment Board | 13,983 | $1.80M | 0.07% | +13,983 | New |
| Segment Wealth Management, LLC | 14,071 | $1.82M | 0.11% | +50+0.4% | Added |
| Profund Advisors LLC | 14,083 | $1.82M | 0.06% | −2,318−14.1% | Reduced |
| Haverford Trust Co | 14,096 | $1.82M | 0.02% | +9+0.1% | Added |
| Wilkins Investment Counsel Inc | 14,118 | $1.82M | 0.27% | −1,000−6.6% | Reduced |
| Gamco Investors, Inc. Et Al | 14,177 | $1.83M | 0.02% | −681−4.6% | Reduced |
| YHB Investment Advisors, Inc. | 14,183 | $1.83M | 0.13% | +215+1.5% | Added |
| Axq Capital, LP | 14,210 | $1.83M | 0.41% | +14,210 | New |
| South State Corp. | 14,277 | $1.84M | 0.08% | +36+0.3% | Added |
| Stephens Inc | 14,324 | $1.85M | 0.02% | −89−0.6% | Reduced |
| Highland Capital Management, LLC | 14,333 | $1.85M | 0.09% | +14,333 | New |
| Avantax Planning Partners, Inc. | 14,388 | $1.86M | 0.05% | −391−2.6% | Reduced |
| Bleakley Financial Group, LLC | 14,414 | $1.86M | 0.03% | +2,017+16.3% | Added |
| Havemeyer Place LP | 14,518 | $1.87M | 0.37% | +14,518 | New |
| Curbstone Financial Management Corp | 14,554 | $1.88M | 0.36% | −50−0.3% | Reduced |
| Burney Co | 14,578 | $1.88M | 0.06% | −189−1.3% | Reduced |
| Flagship Capital Management Inc. | 14,610 | $1.89M | 1.33% | +14,610 | New |
| Great Valley Advisor Group, Inc. | 14,726 | $1.90M | 0.04% | +13+0.1% | Added |
| Exeter Financial, LLC | 14,725 | $1.90M | 0.81% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,738 | $1.90M | 0.10% | +643+4.6% | Added |
| Skopos Labs, Inc. | 14,887 | $1.91M | 0.09% | +10,197+217.4% | Added |
| Valeo Financial Advisors, LLC | 14,846 | $1.92M | 0.04% | −28−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,959 | $1.93M | 0.05% | +817+5.8% | Added |
| Empirical Finance, LLC | 14,971 | $1.93M | 0.09% | −680−4.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,106 | $1.95M | 0.04% | −552−3.5% | Reduced |
| Mattern Wealth Management LLC | 15,129 | $1.95M | 0.38% | −269−1.7% | Reduced |
| IHT Wealth Management, LLC | 15,326 | $1.98M | 0.05% | +3,284+27.3% | Added |
| Independent Solutions Wealth Management, LLC | 15,344 | $1.98M | 0.36% | +184+1.2% | Added |
| Regions Financial Corp | 15,376 | $1.98M | 0.01% | −2,093−12.0% | Reduced |
| Foundations Investment Advisors, LLC | 15,376 | $1.98M | 0.03% | +5,251+51.9% | Added |
| RMB Capital Management, LLC | 15,534 | $2.00M | 0.03% | +9,268+147.9% | Added |
| RFG Advisory, LLC | 15,639 | $2.02M | 0.04% | +2,676+20.6% | Added |
| Krilogy Financial LLC | 14,412 | $2.02M | 0.07% | +264+1.9% | Added |
| Capital Advisors Inc | 15,701 | $2.03M | 0.03% | +995+6.8% | Added |
| Keystone Wealth Services, LLC | 15,741 | $2.03M | 0.43% | −267−1.7% | Reduced |
| William B. Walkup & Associates, Inc. | 15,777 | $2.04M | 1.11% | +16+0.1% | Added |
| Private Management Group Inc | 15,809 | $2.04M | 0.06% | −300−1.9% | Reduced |
| Great Lakes Retirement, Inc. | 15,859 | $2.05M | 0.21% | +493+3.2% | Added |
| Marion Wealth Management | 14,459 | $2.05M | 0.45% | +287+2.0% | Added |
| Koshinski Asset Management, Inc. | 15,876 | $2.05M | 0.13% | −82−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,928 | $2.06M | 0.00% | −70−0.4% | Reduced |
| TBH Global Asset Management, LLC | 16,115 | $2.08M | 0.36% | +508+3.3% | Added |
| Neville Rodie & Shaw Inc | 16,131 | $2.08M | 0.15% | −72−0.4% | Reduced |
| Birch Financial Group, LLC | 16,141 | $2.08M | 1.19% | +70.0% | Added |
| Raiffeisen Bank International AG | 16,152 | $2.09M | 0.03% | +8,511+111.4% | Added |
| Herold Advisors, Inc. | 16,225 | $2.09M | 0.47% | −278−1.7% | Reduced |
| Equitable Holdings, Inc. | 16,229 | $2.09M | 0.01% | +2,784+20.7% | Added |
| XTX Topco Ltd | 16,266 | $2.10M | 0.06% | +10,497+182.0% | Added |
| Jane Street Group, LLC | 16,276 | $2.10M | 0.00% | +1,423+9.6% | Added |
| XML Financial, LLC | 16,283 | $2.10M | 0.17% | −1,158−6.6% | Reduced |
| Vident Advisory, LLC | 16,372 | $2.11M | 0.02% | −786−4.6% | Reduced |
| MUFG Securities EMEA plc | 16,518 | $2.13M | 0.02% | +8,783+113.5% | Added |
| Patten & Patten Inc | 16,593 | $2.14M | 0.13% | −1,905−10.3% | Reduced |
| Toroso Investments, LLC | 16,651 | $2.15M | 0.01% | +1,987+13.6% | Added |
| Northside Capital Management, LLC | 16,725 | $2.16M | 0.19% | 00.0% | Unchanged |
| Auxier Asset Management | 16,733 | $2.16M | 0.30% | −145−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,734 | $2.16M | 0.03% | −1,618−8.8% | Reduced |
| Osmosis Investment Management UK Ltd | 16,780 | $2.17M | 0.05% | +16,780 | New |
| Ethic Inc. | 16,814 | $2.17M | 0.03% | +955+6.0% | Added |
| Bank Ozk | 16,852 | $2.17M | 0.77% | +368+2.2% | Added |
| Twin Capital Management Inc | 16,863 | $2.18M | 0.27% | +16,863 | New |
| Tiaa Trust, National Association | 16,983 | $2.19M | 0.01% | +79+0.5% | Added |
| Stock Yards Bank & Trust Co | 16,987 | $2.19M | 0.07% | +42+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 17,014 | $2.20M | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 17,064 | $2.20M | 0.30% | +36+0.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.21M | 0.16% | 00.0% | Unchanged |
| PFW Advisors LLC | 17,154 | $2.21M | 0.67% | −1,334−7.2% | Reduced |
| Wisconsin Capital Management LLC | 17,215 | $2.22M | 1.12% | +235+1.4% | Added |
| Clifford Swan Investment Counsel LLC | 17,252 | $2.23M | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 17,256 | $2.23M | 0.05% | −65−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,336 | $2.24M | 0.02% | +25+0.1% | Added |
| Caldwell Trust Co | 17,389 | $2.24M | 0.20% | +1,782+11.4% | Added |
| Bryn Mawr Trust Co | 17,437 | $2.25M | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 17,624 | $2.27M | 0.11% | −435−2.4% | Reduced |
| Atria Investments LLC | 17,704 | $2.28M | 0.03% | +80+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $2.29M | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 17,905 | $2.31M | 0.03% | −538−2.9% | Reduced |