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 |
|---|---|---|---|---|---|
| Stolper Co | 46,164 | $5.96M | 1.75% | +596+1.3% | Added |
| Commerce Bank | 46,315 | $5.98M | 0.03% | −1,955−4.1% | Reduced |
| Leavell Investment Management, Inc. | 46,452 | $5.99M | 0.25% | +219+0.5% | Added |
| Alphadyne Asset Management LP | 46,598 | $6.01M | 0.60% | +46,598 | New |
| Dakota Wealth Management | 46,666 | $6.02M | 0.11% | +5,959+14.6% | Added |
| Great Lakes Advisors, LLC | 47,441 | $6.12M | 0.05% | +7,502+18.8% | Added |
| Scissortail Wealth Management, LLC | 47,478 | $6.13M | 1.40% | −253−0.5% | Reduced |
| Level Four Advisory Services, LLC | 48,041 | $6.20M | 0.20% | +3,003+6.7% | Added |
| Aptus Capital Advisors, LLC | 48,180 | $6.22M | 0.05% | +3,312+7.4% | Added |
| Stablepoint Partners, LLC | 48,389 | $6.24M | 0.97% | +510+1.1% | Added |
| Kornitzer Capital Management Inc | 48,762 | $6.29M | 0.13% | −1,187−2.4% | Reduced |
| Spirit of America Management Corp | 49,036 | $6.33M | 1.34% | −4,450−8.3% | Reduced |
| Lido Advisors, LLC | 46,970 | $6.37M | 0.03% | −799−1.7% | Reduced |
| RBF Capital, LLC | 50,000 | $6.45M | 0.29% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 50,549 | $6.52M | 0.89% | +482+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,836 | $6.56M | 0.05% | +542+1.1% | Added |
| Nissay Asset Management Corp | 51,065 | $6.59M | 0.03% | +87+0.2% | Added |
| Public Employees Retirement Association of Colorado | 51,340 | $6.63M | 0.02% | −239−0.5% | Reduced |
| Thrivent Financial for Lutherans | 51,396 | $6.63M | 0.01% | +24,260+89.4% | Added |
| J.W. Cole Advisors, Inc. | 52,715 | $6.73M | 0.16% | −1,824−3.3% | Reduced |
| Rakuten Investment Management, Inc. | 53,055 | $6.82M | 0.02% | −55,819−51.3% | Reduced |
| Advisors Asset Management, Inc. | 53,089 | $6.85M | 0.11% | +110+0.2% | Added |
| Man Group plc | 53,245 | $6.87M | 0.01% | +13,515+34.0% | Added |
| MAI Capital Management | 53,363 | $6.89M | 0.04% | +100.0% | Added |
| Icon Advisers Inc | 53,417 | $6.89M | 1.49% | +30,417+132.2% | Added |
| Royal Fund Management, LLC | 53,901 | $6.96M | 0.64% | +9,214+20.6% | Added |
| NEOS Investment Management LLC | 54,589 | $7.04M | 0.04% | −1,470−2.6% | Reduced |
| Macquarie Group Ltd | 54,958 | $7.09M | 0.03% | +5,139+10.3% | Added |
| USS Investment Management Ltd | 55,077 | $7.11M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 55,275 | $7.13M | 0.06% | +365+0.7% | Added |
| First Manhattan Co | 55,494 | $7.16M | 0.02% | +31,740+133.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 55,958 | $7.22M | 1.40% | −278−0.5% | Reduced |
| CIBC World Markets Corp | 56,091 | $7.24M | 0.04% | +56,091 | New |
| AG2R la Mondiale Gestion D'Actifs | 56,100 | $7.24M | 0.32% | +3,296+6.2% | Added |
| La Banque Postale Asset Management SA | 56,380 | $7.28M | 0.08% | +39,690+237.8% | Added |
| Generali Asset Management SPA SGR | 56,647 | $7.31M | 0.15% | +22,006+63.5% | Added |
| Concurrent Investment Advisors, LLC | 56,656 | $7.31M | 0.08% | +22,668+66.7% | Added |
| Kempen Capital Management N.V. | 57,380 | $7.40M | 0.06% | −49,473−46.3% | Reduced |
| Bridgewater Associates, LP | 57,517 | $7.42M | 0.03% | +30,194+110.5% | Added |
| Yousif Capital Management, LLC | 53,651 | $7.43M | 0.08% | −4,004−6.9% | Reduced |
| Telos Capital Management, Inc. | 57,803 | $7.46M | 0.70% | +1,435+2.5% | Added |
| Cypress Capital Group | 58,065 | $7.49M | 0.84% | −262−0.4% | Reduced |
| Nordwand Advisors, LLC | 58,326 | $7.53M | 1.32% | +140+0.2% | Added |
| TD Waterhouse Canada Inc. | 58,344 | $7.53M | 0.05% | +1,911+3.4% | Added |
| Strategic Planning Group, LLC | 58,540 | $7.55M | 0.97% | +4,568+8.5% | Added |
| Walleye Trading LLC | 59,057 | $7.62M | 0.12% | −20,620−25.9% | Reduced |
| Xponance, Inc. | 61,010 | $7.87M | 0.06% | −12,414−16.9% | Reduced |
| Swiss Life Asset Management Ltd | 61,096 | $7.88M | 0.04% | +3,620+6.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 61,436 | $7.93M | 0.07% | −4,169−6.4% | Reduced |
| Mackenzie Financial Corp | 61,492 | $7.95M | 0.01% | +14,645+31.3% | Added |
| Allworth Financial LP | 61,691 | $7.96M | 0.03% | +43,277+235.0% | Added |
| Cambria Investment Management, L.P. | 61,950 | $7.99M | 0.47% | −2,570−4.0% | Reduced |
| IFM Investors Pty Ltd | 62,141 | $8.02M | 0.07% | −4,579−6.9% | Reduced |
| Rodgers Brothers Inc. | 62,238 | $8.03M | 0.96% | −2,475−3.8% | Reduced |
| NFJ Investment Group, LLC | 62,574 | $8.07M | 0.29% | +48,947+359.2% | Added |
| Foundation Resource Management Inc | 62,800 | $8.10M | 1.08% | −69−0.1% | Reduced |
| Horizon Investments, LLC | 63,290 | $8.17M | 0.10% | +52,348+478.4% | Added |
| ExodusPoint Capital Management, LP | 63,586 | $8.21M | 0.09% | +63,586 | New |
| Guggenheim Capital LLC | 64,097 | $8.27M | 0.06% | −34,880−35.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 64,859 | $8.37M | 0.03% | +64,859 | New |
| JustInvest LLC | 65,533 | $8.46M | 0.08% | +9,292+16.5% | Added |
| Pathstone Holdings, LLC | 66,672 | $8.60M | 0.03% | −76−0.1% | Reduced |
| Utah Retirement Systems | 67,104 | $8.66M | 0.08% | −261−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 67,687 | $8.73M | 0.45% | +375+0.6% | Added |
| Ensign Peak Advisors, Inc | 67,889 | $8.76M | 0.02% | −12,445−15.5% | Reduced |
| Brown Advisory Inc | 68,353 | $8.82M | 0.01% | +9,487+16.1% | Added |
| Lighthouse Investment Partners, LLC | 68,394 | $8.83M | 0.29% | +56,461+473.2% | Added |
| Zacks Investment Management | 68,414 | $8.83M | 0.07% | +66,793+4,120.5% | Added |
| Woodline Partners LP | 68,768 | $8.87M | 0.03% | +15,358+28.8% | Added |
| Calamos Advisors LLC | 69,137 | $8.92M | 0.04% | −2,807−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 70,339 | $9.08M | 0.03% | +12,381+21.4% | Added |
| Wealthfront Advisers LLC | 70,521 | $9.10M | 0.02% | −810−1.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 71,120 | $9.18M | 0.08% | +71,120 | New |
| British Columbia Investment Management Corp | 71,590 | $9.24M | 0.05% | +13,033+22.3% | Added |
| Adell Harriman & Carpenter Inc | 72,215 | $9.32M | 0.56% | −735−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 72,635 | $9.38M | 0.08% | +51,208+239.0% | Added |
| Sterling Capital Management LLC | 72,720 | $9.38M | 0.15% | +38,781+114.3% | Added |
| Visionary Wealth Advisors | 73,238 | $9.45M | 0.43% | −372−0.5% | Reduced |
| Bokf, NA | 73,366 | $9.47M | 0.14% | −2,112−2.8% | Reduced |
| Advisors Capital Management, LLC | 73,851 | $9.53M | 0.11% | +6,164+9.1% | Added |
| WSFS Capital Management, LLC | 74,001 | $9.55M | 0.46% | +598+0.8% | Added |
| Simmons Bank | 74,319 | $9.59M | 0.64% | +1,176+1.6% | Added |
| Gotham Asset Management, LLC | 74,557 | $9.62M | 0.04% | −118−0.2% | Reduced |
| Advisory Services Network, LLC | 76,169 | $9.83M | 0.14% | −262−0.3% | Reduced |
| Jones Financial Companies LLLP | 77,565 | $10.0M | 0.01% | +9,969+14.7% | Added |
| Marco Investment Management LLC | 77,656 | $10.0M | 0.75% | −1,100−1.4% | Reduced |
| Heritage Investors Management Corp | 78,089 | $10.1M | 0.29% | −1,777−2.2% | Reduced |
| Weiss Asset Management LP | 79,684 | $10.3M | 0.15% | +79,684 | New |
| Amalgamated Bank | 81,717 | $10.5M | 0.08% | +3,884+5.0% | Added |
| LMR Partners LLP | 82,353 | $10.6M | 0.10% | +82,353 | New |
| Sanctuary Advisors, LLC | 82,784 | $10.7M | 0.06% | −1,811−2.1% | Reduced |
| Skba Capital Management LLC | 83,235 | $10.7M | 1.52% | −1,300−1.5% | Reduced |
| DnB Asset Management AS | 85,043 | $11.0M | 0.04% | +2,995+3.7% | Added |
| Retirement Systems of Alabama | 85,715 | $11.1M | 0.04% | −492−0.6% | Reduced |
| Daiwa Securities Group Inc. | 86,955 | $11.2M | 0.04% | −1,577−1.8% | Reduced |
| Viking Fund Management LLC | 87,000 | $11.2M | 1.30% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 87,035 | $11.2M | 0.36% | +1,378+1.6% | Added |
| ProShare Advisors LLC | 88,101 | $11.4M | 0.02% | +7,426+9.2% | Added |
| Kestra Advisory Services, LLC | 88,193 | $11.4M | 0.05% | −23,514−21.0% | Reduced |
| Eldred Rock Partners, LLC | 90,041 | $11.6M | 3.01% | −11,010−10.9% | Reduced |