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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 18,052 | $2.33M | 0.01% | +922+5.4% | Added |
| McDonald Partners LLC | 18,064 | $2.33M | 0.73% | −3,879−17.7% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.34M | 0.95% | 00.0% | Unchanged |
| Brookstone Capital Management | 18,294 | $2.36M | 0.03% | −1,394−7.1% | Reduced |
| CAPROCK Group, Inc. | 18,349 | $2.37M | 0.05% | +454+2.5% | Added |
| EP Wealth Advisors, LLC | 18,392 | $2.37M | 0.01% | +18,392 | New |
| Argonautica Private Wealth Management, Inc | 18,419 | $2.38M | 0.70% | −559−2.9% | Reduced |
| Mediolanum International Funds Ltd | 18,389 | $2.38M | 0.02% | −139,207−88.3% | Reduced |
| New Mexico Educational Retirement Board | 18,528 | $2.39M | 0.07% | +100+0.5% | Added |
| Laird Norton Trust Company, LLC | 18,532 | $2.39M | 0.05% | +18,532 | New |
| City Holding Co | 18,562 | $2.40M | 0.29% | +319+1.7% | Added |
| Kovack Advisors, Inc. | 18,998 | $2.45M | 0.12% | +4,773+33.6% | Added |
| QRG Capital Management, Inc. | 19,164 | $2.47M | 0.03% | +6,443+50.6% | Added |
| Stratos Wealth Partners, LTD. | 19,281 | $2.49M | 0.03% | +426+2.3% | Added |
| Catalytic Wealth RIA, LLC | 19,307 | $2.49M | 0.09% | −4,283−18.2% | Reduced |
| Hilltop Holdings Inc. | 19,318 | $2.49M | 0.15% | −1,140−5.6% | Reduced |
| Tulsa Wealth Advisors, INC | 19,325 | $2.49M | 0.83% | +19,325 | New |
| Cresset Asset Management, LLC | 19,327 | $2.49M | 0.01% | +156+0.8% | Added |
| Becker Capital Management Inc | 19,355 | $2.50M | 0.07% | −200−1.0% | Reduced |
| SWS Partners | 19,543 | $2.52M | 0.61% | −61−0.3% | Reduced |
| Huntleigh Advisors, Inc. | 19,617 | $2.53M | 0.43% | +1,626+9.0% | Added |
| First Nebraska Trust Co | 19,853 | $2.56M | 0.23% | −565−2.8% | Reduced |
| Fifth Third Bancorp | 19,908 | $2.57M | 0.01% | −1,382−6.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,108 | $2.59M | 0.03% | +1,559+8.4% | Added |
| Midwest Trust Co | 20,149 | $2.60M | 0.03% | −645−3.1% | Reduced |
| Maryland State Retirement & Pension System | 20,151 | $2.60M | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 20,185 | $2.60M | 0.07% | −53,786−72.7% | Reduced |
| Walleye Capital LLC | 20,323 | $2.62M | 0.01% | +2,497+14.0% | Added |
| Vise Technologies, Inc. | 20,327 | $2.62M | 0.05% | +4,758+30.6% | Added |
| Ferguson Wellman Capital Management, Inc | 20,408 | $2.63M | 0.04% | −531−2.5% | Reduced |
| Silvercrest Asset Management Group LLC | 20,482 | $2.64M | 0.02% | −1,007−4.7% | Reduced |
| Gulf International Bank (UK) Ltd | 20,530 | $2.65M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,600 | $2.66M | 0.05% | −600−2.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 20,681 | $2.67M | 1.11% | +429+2.1% | Added |
| Argyle Capital Management Inc. | 20,867 | $2.69M | 0.90% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 20,894 | $2.70M | 0.04% | +20,894 | New |
| DCM Advisors, LLC | 20,935 | $2.70M | 1.12% | 00.0% | Unchanged |
| Somerset Trust Co | 20,937 | $2.70M | 0.83% | +298+1.4% | Added |
| Nomura Holdings Inc | 20,981 | $2.71M | 0.01% | +4,542+27.6% | Added |
| Tokio Marine Asset Management Co Ltd | 21,104 | $2.72M | 0.09% | −191−0.9% | Reduced |
| Summit Trail Advisors, LLC | 21,172 | $2.73M | 0.05% | +192+0.9% | Added |
| Geneos Wealth Management Inc. | 21,233 | $2.74M | 0.07% | −25−0.1% | Reduced |
| Riverview Capital Advisers, LLC | 21,282 | $2.75M | 0.83% | −191−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 21,289 | $2.75M | 0.20% | +531+2.6% | Added |
| Ameritas Investment Partners, Inc. | 21,325 | $2.75M | 0.08% | −1,721−7.5% | Reduced |
| HBK Sorce Advisory LLC | 17,637 | $2.78M | 0.06% | +348+2.0% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,661 | $2.81M | 1.38% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 21,842 | $2.82M | 0.12% | +1,866+9.3% | Added |
| Americana Partners, LLC | 22,087 | $2.85M | 0.08% | +673+3.1% | Added |
| Equitable Trust Co | 22,243 | $2.87M | 0.13% | +311+1.4% | Added |
| Community Bank, N.A. | 22,402 | $2.89M | 0.34% | −50.0% | Reduced |
| Exencial Wealth Advisors, LLC | 22,409 | $2.89M | 0.09% | +586+2.7% | Added |
| Crossmark Global Holdings, Inc. | 22,680 | $2.93M | 0.04% | +1,950+9.4% | Added |
| Convergence Investment Partners, LLC | 22,695 | $2.93M | 0.58% | −3,644−13.8% | Reduced |
| Azzad Asset Management Inc | 22,836 | $2.95M | 0.29% | +648+2.9% | Added |
| Janus Henderson Group PLC | 22,853 | $2.95M | 0.00% | +816+3.7% | Added |
| Sendero Wealth Management, LLC | 22,863 | $2.95M | 0.33% | −4,704−17.1% | Reduced |
| Tocqueville Asset Management L.P. | 22,929 | $2.96M | 0.04% | −317−1.4% | Reduced |
| Candriam Luxembourg S.C.A. | 22,955 | $2.96M | 0.01% | +1,874+8.9% | Added |
| International Assets Investment Management, LLC | 22,993 | $2.97M | 0.20% | +3,799+19.8% | Added |
| Catherine Avery Investment Management LLC | 23,216 | $3.00M | 1.79% | +353+1.5% | Added |
| Hartford Investment Management Co | 23,258 | $3.00M | 0.09% | −399−1.7% | Reduced |
| Agman Capital LLC | 23,402 | $3.02M | 2.57% | +23,402 | New |
| BTC Capital Management, Inc. | 23,457 | $3.02M | 0.21% | +23,457 | New |
| First National Bank of Omaha | 23,538 | $3.04M | 0.09% | +6,208+35.8% | Added |
| RSM US Wealth Management LLC | 23,698 | $3.07M | 0.04% | +54+0.2% | Added |
| Baxter Bros Inc | 24,336 | $3.14M | 0.36% | −329−1.3% | Reduced |
| Cheviot Value Management, LLC | 22,146 | $3.15M | 0.31% | +110.0% | Added |
| Johnson Investment Counsel Inc | 24,527 | $3.17M | 0.03% | +98+0.4% | Added |
| Ramirez Asset Management, Inc. | 25,002 | $3.23M | 0.43% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 25,007 | $3.23M | 0.84% | +311+1.3% | Added |
| Rockline Wealth Management, LLC | 25,241 | $3.26M | 0.66% | +1,327+5.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 23,743 | $3.28M | 0.82% | −8,774−27.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 25,484 | $3.29M | 0.09% | +6,757+36.1% | Added |
| Kentucky Retirement Systems | 25,594 | $3.30M | 0.09% | 00.0% | Unchanged |
| Prudential PLC | 25,683 | $3.31M | 0.03% | +19,464+313.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,811 | $3.33M | 0.01% | −1,186−4.4% | Reduced |
| Central Trust Co | 25,895 | $3.34M | 0.07% | −955−3.6% | Reduced |
| Parsons Capital Management Inc | 25,970 | $3.35M | 0.18% | −400−1.5% | Reduced |
| Citizens National Bank Trust Department | 26,057 | $3.36M | 0.58% | −130−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 26,106 | $3.37M | 0.01% | +11,216+75.3% | Added |
| Principle Wealth Partners LLC | 26,204 | $3.38M | 0.19% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 26,296 | $3.39M | 0.01% | −194,320−88.1% | Reduced |
| Metis Global Partners, LLC | 26,443 | $3.41M | 0.08% | −1,693−6.0% | Reduced |
| Davenport & Co LLC | 26,500 | $3.42M | 0.02% | +509+2.0% | Added |
| Beacon Financial Group | 26,883 | $3.47M | 0.34% | −956−3.4% | Reduced |
| Engineers Gate Manager LP | 26,909 | $3.47M | 0.04% | −45,103−62.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 27,130 | $3.50M | 0.13% | +12,245+82.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,572 | $3.56M | 0.00% | +21,178+331.2% | Added |
| Colonial Trust Co | 27,794 | $3.59M | 0.48% | −3,004−9.8% | Reduced |
| Brinker Capital Investments, LLC | 28,159 | $3.63M | 0.03% | +888+3.3% | Added |
| Pinnacle Financial Partners, Inc. | 28,318 | $3.66M | 0.03% | +28,318 | New |
| Cardinal Capital Management | 28,473 | $3.67M | 0.49% | +268+1.0% | Added |
| German American Bancorp, Inc. | 28,522 | $3.68M | 0.31% | −230−0.8% | Reduced |
| Everence Capital Management Inc | 28,580 | $3.69M | 0.22% | −2,748−8.8% | Reduced |
| Nkcfo LLC | 28,650 | $3.70M | 1.07% | +14,325+100.0% | Added |
| Ellerson Group Inc | 28,701 | $3.70M | 2.51% | −956−3.2% | Reduced |
| Diversified Trust Co | 28,821 | $3.72M | 0.07% | +733+2.6% | Added |
| Buckingham Strategic Partners | 28,823 | $3.72M | 0.05% | −2,186−7.0% | Reduced |
| Resources Investment Advisors, LLC. | 28,839 | $3.72M | 0.04% | +805+2.9% | Added |