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 |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 28,842 | $3.72M | 0.07% | −8,179−22.1% | Reduced |
| Wedbush Securities Inc | 28,929 | $3.73M | 0.11% | +5,988+26.1% | Added |
| Norinchukin Bank, The | 29,027 | $3.75M | 0.04% | +2,278+8.5% | Added |
| NorthCrest Asset Manangement, LLC | 27,068 | $3.79M | 0.08% | +3,482+14.8% | Added |
| Glass Wealth Management Co LLC | 29,599 | $3.82M | 1.57% | −1,500−4.8% | Reduced |
| MH & Associates Securities Management Corp | 29,747 | $3.84M | 3.13% | +29,747 | New |
| First American Bank | 29,802 | $3.85M | 0.23% | −231−0.8% | Reduced |
| Omers Administration Corp | 30,252 | $3.90M | 0.03% | +14,600+93.3% | Added |
| Carnegie Capital Asset Management, LLC | 30,274 | $3.91M | 0.07% | −553−1.8% | Reduced |
| Quotient Wealth Partners, LLC | 30,377 | $3.92M | 0.10% | −6,485−17.6% | Reduced |
| Umb Bank N A | 30,426 | $3.93M | 0.05% | −5,715−15.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 30,718 | $3.96M | 2.32% | +299+1.0% | Added |
| Farther Finance Advisors, LLC | 30,961 | $4.00M | 0.04% | +11,214+56.8% | Added |
| Allstate Corp | 30,993 | $4.00M | 0.05% | +16,612+115.5% | Added |
| Benjamin Edwards Inc | 31,007 | $4.00M | 0.04% | −206−0.7% | Reduced |
| Mizuho Securities USA LLC | 29,338 | $4.02M | 0.07% | −96−0.3% | Reduced |
| OP Asset Management Ltd | 31,338 | $4.04M | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 31,557 | $4.07M | 0.03% | +7,737+32.5% | Added |
| Chatham Capital Group, Inc. | 32,300 | $4.17M | 0.59% | −475−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,301 | $4.17M | 0.03% | −194,920−85.8% | Reduced |
| Independent Advisor Alliance | 32,320 | $4.17M | 0.10% | −527−1.6% | Reduced |
| Private Advisor Group, LLC | 32,558 | $4.20M | 0.02% | −1,287−3.8% | Reduced |
| Nations Financial Group Inc, | 32,630 | $4.21M | 0.22% | −174−0.5% | Reduced |
| Fundamentun, LLC | 32,728 | $4.22M | 0.17% | +442+1.4% | Added |
| Miracle Mile Advisors, LLC | 32,813 | $4.23M | 0.06% | +77+0.2% | Added |
| Meyer Handelman Co | 33,072 | $4.27M | 0.13% | −200−0.6% | Reduced |
| Marshall Wace, LLP | 33,268 | $4.29M | 0.00% | −341,316−91.1% | Reduced |
| Colonial Trust Advisors | 33,275 | $4.29M | 0.32% | −3,318−9.1% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.36M | 2.65% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 33,801 | $4.36M | 1.64% | +74+0.2% | Added |
| Gladstone Institutional Advisory LLC | 33,821 | $4.36M | 0.16% | −1,557−4.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,842 | $4.37M | 0.90% | −419−1.2% | Reduced |
| Investment Management Corp of Ontario | 34,330 | $4.43M | 0.06% | +10,817+46.0% | Added |
| HB Wealth Management, LLC | 34,466 | $4.45M | 0.03% | +1,437+4.4% | Added |
| Prospera Financial Services Inc | 34,461 | $4.45M | 0.07% | −326−0.9% | Reduced |
| Cary Street Partners Financial LLC | 34,667 | $4.47M | 0.11% | −333−1.0% | Reduced |
| Invesco, LLC | 34,757 | $4.49M | 1.51% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 34,787 | $4.49M | 1.39% | +34+0.1% | Added |
| Warren Averett Asset Management, LLC | 34,807 | $4.49M | 0.04% | −6,559−15.9% | Reduced |
| Pinnacle Associates Ltd | 35,279 | $4.55M | 0.06% | +2,912+9.0% | Added |
| Farmers & Merchants Investments Inc | 35,799 | $4.62M | 0.13% | −1,718−4.6% | Reduced |
| UniSuper Management Pty Ltd | 36,092 | $4.66M | 0.03% | −2,010−5.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 36,214 | $4.67M | 0.61% | +46+0.1% | Added |
| United Capital Financial Advisers, LLC | 36,368 | $4.69M | 0.03% | −843−2.3% | Reduced |
| Jefferies Financial Group Inc. | 36,458 | $4.70M | 0.04% | +36,458 | New |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $4.71M | 0.33% | 00.0% | Unchanged |
| KBC Group NV | 36,565 | $4.72M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 36,616 | $4.72M | 0.03% | +5,940+19.4% | Added |
| Ancora Advisors, LLC | 36,672 | $4.73M | 0.10% | −134−0.4% | Reduced |
| NewSquare Capital LLC | 36,805 | $4.75M | 0.42% | −15,116−29.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 37,094 | $4.79M | 0.00% | −760−2.0% | Reduced |
| Ticino Wealth | 37,275 | $4.81M | 1.78% | +37,275 | New |
| Compass Wealth Management LLC | 37,612 | $4.85M | 1.21% | −2,440−6.1% | Reduced |
| Old National Bancorp | 37,769 | $4.87M | 0.08% | −8,063−17.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,776 | $4.87M | 0.01% | −93,963−71.3% | Reduced |
| Huntington National Bank | 37,865 | $4.89M | 0.03% | −1,385−3.5% | Reduced |
| Schroder Investment Management Group | 38,248 | $4.94M | 0.00% | −7,024−15.5% | Reduced |
| MidFirst Bank | 38,373 | $4.95M | 0.39% | +38,373 | New |
| Montgomery Investment Management Inc | 38,898 | $5.02M | 1.81% | −99−0.3% | Reduced |
| Thomist Capital Management, LP | 38,900 | $5.04M | 1.37% | +38,900 | New |
| Alpha Omega Wealth Management LLC | 39,129 | $5.05M | 0.84% | −186−0.5% | Reduced |
| Sherman Porfolios, LLC | 39,238 | $5.06M | 0.35% | +39,238 | New |
| Beacon Pointe Advisors, LLC | 39,298 | $5.07M | 0.04% | +11,881+43.3% | Added |
| Vontobel Holding Ltd. | 39,484 | $5.10M | 0.02% | +7,477+23.4% | Added |
| Moore Capital Management, LP | 40,000 | $5.16M | 0.11% | +40,000 | New |
| Coldstream Capital Management Inc | 40,002 | $5.16M | 0.07% | −2,338−5.5% | Reduced |
| State of Alaska, Department of Revenue | 40,005 | $5.16M | 0.05% | −3,320−7.7% | Reduced |
| Altrius Capital Management Inc | 40,007 | $5.16M | 1.09% | −334−0.8% | Reduced |
| Texas Yale Capital Corp. | 40,323 | $5.20M | 0.16% | 00.0% | Unchanged |
| Trexquant Investment LP | 40,539 | $5.23M | 0.05% | −85,734−67.9% | Reduced |
| Park Avenue Securities LLC | 40,646 | $5.25M | 0.04% | +1,290+3.3% | Added |
| Commerzbank Aktiengesellschaft | 40,678 | $5.25M | 0.11% | +2,421+6.3% | Added |
| Pacer Advisors, Inc. | 40,858 | $5.27M | 0.01% | −4,932−10.8% | Reduced |
| Heritage Trust Co | 41,021 | $5.29M | 0.54% | −495−1.2% | Reduced |
| San Luis Wealth Advisors LLC | 41,039 | $5.30M | 0.89% | +1,931+4.9% | Added |
| Kesler, Norman & Wride, LLC | 41,231 | $5.32M | 0.91% | −237−0.6% | Reduced |
| Rothschild Investment LLC | 41,376 | $5.34M | 0.29% | +270+0.7% | Added |
| Navellier & Associates Inc | 41,762 | $5.39M | 0.60% | −7,126−14.6% | Reduced |
| King Luther Capital Management Corp | 41,854 | $5.40M | 0.02% | −688−1.6% | Reduced |
| SevenBridge Financial Group, LLC | 38,496 | $5.40M | 0.87% | +1,626+4.4% | Added |
| Sovereign Investment Advisors, LLC | 41,941 | $5.41M | 1.35% | −188−0.4% | Reduced |
| Fiera Capital Corp | 41,953 | $5.41M | 0.02% | +302+0.7% | Added |
| Trajan Wealth LLC | 41,967 | $5.42M | 0.23% | +183+0.4% | Added |
| HM Payson & Co | 42,164 | $5.44M | 0.08% | −300−0.7% | Reduced |
| Alley Investment Management Company, LLC | 42,191 | $5.44M | 0.64% | −325−0.8% | Reduced |
| Canal Insurance CO | 42,500 | $5.48M | 1.33% | 00.0% | Unchanged |
| AlTi Global, Inc. | 42,629 | $5.50M | 0.12% | −5,024−10.5% | Reduced |
| Kingsview Wealth Management, LLC | 42,975 | $5.55M | 0.08% | −21,067−32.9% | Reduced |
| Arkadios Wealth Advisors | 43,160 | $5.57M | 0.11% | +2,125+5.2% | Added |
| Mutual of America Capital Management LLC | 43,257 | $5.58M | 0.06% | −541−1.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 43,288 | $5.59M | 0.57% | −92−0.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 43,667 | $5.63M | 0.62% | +32,500+291.0% | Added |
| Oppenheimer & Co Inc | 44,081 | $5.69M | 0.08% | −12,777−22.5% | Reduced |
| Atlantic Union Bankshares Corp | 44,279 | $5.71M | 0.11% | −767−1.7% | Reduced |
| Wesbanco Bank Inc | 45,452 | $5.87M | 0.16% | −1,699−3.6% | Reduced |
| Disciplined Investments, LLC | 45,491 | $5.87M | 2.26% | +189+0.4% | Added |
| River Road Asset Management, LLC | 45,786 | $5.91M | 0.06% | −30,060−39.6% | Reduced |
| Salem Investment Counselors Inc | 46,041 | $5.94M | 0.17% | 00.0% | Unchanged |
| ING Groep NV | 46,072 | $5.95M | 0.04% | +46,072 | New |
| Oregon Public Employees Retirement Fund | 46,160 | $5.96M | 0.08% | 00.0% | Unchanged |