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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 90,449 | $11.7M | 1.38% | −2,638−2.8% | Reduced |
| Teacher Retirement System of Texas | 90,826 | $11.7M | 0.04% | +27,934+44.4% | Added |
| TCG Advisory Services, LLC | 91,224 | $11.8M | 0.32% | −935−1.0% | Reduced |
| Hamilton Capital Partners Inc. | 93,560 | $12.1M | 0.44% | +11,242+13.7% | Added |
| Richard C. Young & CO., LTD. | 93,657 | $12.1M | 1.08% | −1,881−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,722 | $12.1M | 0.06% | −3,323−3.4% | Reduced |
| State of Tennessee, Treasury Department | 84,707 | $12.2M | 0.04% | −1,262−1.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 94,491 | $12.2M | 1.34% | −355−0.4% | Reduced |
| CCM Investment Advisers LLC | 94,574 | $12.2M | 1.17% | +489+0.5% | Added |
| Oppenheimer Asset Management Inc. | 94,819 | $12.2M | 0.15% | −2,653−2.7% | Reduced |
| GF Fund Management Co. Ltd. | 95,217 | $12.3M | 0.21% | −2,191−2.2% | Reduced |
| Voya Investment Management LLC | 95,249 | $12.3M | 0.01% | −13,077−12.1% | Reduced |
| CIBC Asset Management Inc | 95,885 | $12.4M | 0.03% | +38,266+66.4% | Added |
| Jain Global LLC | 96,433 | $12.4M | 0.12% | +96,433 | New |
| Venture Visionary Partners LLC | 96,544 | $12.5M | 0.41% | +17,408+22.0% | Added |
| Associated Banc-Corp | 96,842 | $12.5M | 0.32% | −564−0.6% | Reduced |
| Federated Hermes, Inc. | 97,711 | $12.6M | 0.02% | +94,285+2,752.0% | Added |
| MetLife Investment Management | 97,976 | $12.6M | 0.06% | −3,730−3.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 98,182 | $12.7M | 0.21% | +98,182 | New |
| D.A. Davidson & Co. | 98,226 | $12.7M | 0.08% | −1,593−1.6% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $12.9M | 0.48% | +10,000+11.1% | Added |
| Public Sector Pension Investment Board | 102,583 | $13.2M | 0.04% | −6,086−5.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 102,964 | $13.3M | 3.95% | −46,652−31.2% | Reduced |
| State of Michigan Retirement System | 105,512 | $13.6M | 0.07% | −3,800−3.5% | Reduced |
| Credit Agricole S A | 105,972 | $13.7M | 0.04% | −41,762−28.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 106,006 | $13.7M | 0.04% | +4,983+4.9% | Added |
| Illinois Municipal Retirement Fund | 106,169 | $13.7M | 0.17% | +27,129+34.3% | Added |
| Czech National Bank | 106,245 | $13.7M | 0.09% | +3,605+3.5% | Added |
| SIR Capital Management, L.P. | 106,930 | $13.8M | 1.53% | +106,930 | New |
| Comerica Bank | 107,543 | $13.9M | 0.06% | −7,701−6.7% | Reduced |
| Verity & Verity, LLC | 108,945 | $14.1M | 1.09% | +720+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 109,084 | $14.1M | 0.08% | +3,210+3.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 109,584 | $14.1M | 0.18% | −6,119−5.3% | Reduced |
| Bollard Group LLC | 109,684 | $14.2M | 0.37% | −7,240−6.2% | Reduced |
| Mercer Global Advisors Inc | 110,827 | $14.3M | 0.02% | +25,240+29.5% | Added |
| Rafferty Asset Management, LLC | 111,416 | $14.4M | 0.05% | −7,845−6.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 112,340 | $14.5M | 0.02% | +70,756+170.2% | Added |
| Arizona State Retirement System | 113,347 | $14.6M | 0.08% | −5,648−4.7% | Reduced |
| American Century Companies Inc | 116,098 | $15.0M | 0.01% | +28,728+32.9% | Added |
| Kestra Private Wealth Services, LLC | 116,938 | $15.1M | 0.19% | +9,150+8.5% | Added |
| Hikari Tsushin, Inc. | 118,202 | $15.3M | 0.99% | −6,817−5.5% | Reduced |
| CIBC Private Wealth Group, LLC | 120,789 | $15.6M | 0.03% | −289−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 125,506 | $16.2M | 0.08% | −5,640−4.3% | Reduced |
| Standard Life Aberdeen plc | 127,106 | $16.4M | 0.03% | −969−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 127,781 | $16.5M | 0.05% | −4,296−3.3% | Reduced |
| Aventail Capital Group, LP | 129,049 | $16.7M | 0.96% | +15,018+13.2% | Added |
| American Assets Investment Management, LLC | 130,800 | $16.9M | 1.17% | 00.0% | Unchanged |
| Keybank National Association | 132,788 | $17.1M | 0.06% | −3,024−2.2% | Reduced |
| CWM, LLC | 133,079 | $17.2M | 0.05% | +27,962+26.6% | Added |
| Toronto Dominion Bank | 135,709 | $17.5M | 0.03% | −14,186−9.5% | Reduced |
| State of New Jersey Common Pension Fund D | 136,511 | $17.6M | 0.06% | −6,377−4.5% | Reduced |
| Wallington Asset Management, LLC | 136,632 | $17.6M | 2.24% | +759+0.6% | Added |
| F&V Capital Management, LLC | 137,782 | $17.8M | 3.78% | +1,275+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 139,014 | $18.2M | 0.03% | +4,405+3.3% | Added |
| Gabelli Funds LLC | 140,750 | $18.2M | 0.12% | +25,850+22.5% | Added |
| Glenmede Trust Co NA | 143,277 | $18.5M | 0.09% | +143,277 | New |
| Chickasaw Capital Management LLC | 143,779 | $18.6M | 0.76% | −812−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 144,330 | $18.6M | 0.05% | +127,547+760.0% | Added |
| Bank of Nova Scotia | 146,500 | $18.9M | 0.03% | +91,534+166.5% | Added |
| Nomura Asset Management Co Ltd | 147,408 | $19.0M | 0.05% | +3,171+2.2% | Added |
| Rockefeller Capital Management L.P. | 150,396 | $19.4M | 0.03% | +7,758+5.4% | Added |
| Nomura Asset Management International Inc. | 152,444 | $19.7M | 0.03% | +152,444 | New |
| Captrust Financial Advisors | 153,788 | $19.8M | 0.04% | +17,866+13.1% | Added |
| Adams Natural Resources Fund, Inc. | 155,475 | $20.1M | 3.04% | −4,000−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 151,226 | $20.6M | 0.03% | +14,038+10.2% | Added |
| Ofi Invest Asset Management | 187,608 | $20.7M | 0.30% | −395−0.2% | Reduced |
| New York State Common Retirement Fund | 163,500 | $21.1M | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 168,853 | $21.8M | 0.07% | −14,432−7.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 172,691 | $22.3M | 0.05% | +67,062+63.5% | Added |
| Nisa Investment Advisors, LLC | 178,559 | $23.0M | 0.08% | +4,939+2.8% | Added |
| Asset Management One Co.,Ltd. | 180,906 | $23.3M | 0.06% | +13,908+8.3% | Added |
| Royal London Asset Management Ltd | 183,170 | $23.6M | 0.05% | +4,781+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 183,707 | $23.7M | 0.06% | +7,374+4.2% | Added |
| MML Investors Services, LLC | 185,128 | $23.9M | 0.06% | +11,644+6.7% | Added |
| Natixis Advisors, L.P. | 186,915 | $24.1M | 0.03% | −12,917−6.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 188,953 | $24.4M | 0.13% | +30,274+19.1% | Added |
| Hikari Power Ltd | 190,330 | $24.6M | 1.94% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 190,439 | $24.6M | 0.03% | +17,702+10.2% | Added |
| Cushing Asset Management, LP | 190,900 | $24.6M | 1.41% | −18,800−9.0% | Reduced |
| First Trust Advisors LP | 198,114 | $25.6M | 0.02% | −4,053−2.0% | Reduced |
| Blair William & Co | 203,074 | $26.2M | 0.07% | −14,298−6.6% | Reduced |
| Torray LLC | 206,595 | $26.7M | 3.82% | −2,255−1.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 207,025 | $26.7M | 0.07% | −2,152−1.0% | Reduced |
| TCTC Holdings, LLC | 207,980 | $26.8M | 0.80% | −740−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 211,917 | $27.3M | 0.04% | −43,922−17.2% | Reduced |
| Baird Financial Group, Inc. | 212,515 | $27.4M | 0.04% | −2,031−0.9% | Reduced |
| Pictet Asset Management Holding SA | 214,279 | $27.6M | 0.03% | +11,181+5.5% | Added |
| Franklin Resources Inc | 214,855 | $27.7M | 0.01% | +1,880+0.9% | Added |
| Van Eck Associates Corp | 215,182 | $27.8M | 0.02% | −63,096−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 215,322 | $27.8M | 0.04% | +20,856+10.7% | Added |
| Stack Financial Management, Inc | 217,473 | $28.1M | 2.14% | −1,866−0.9% | Reduced |
| Janney Montgomery Scott LLC | 222,062 | $28.7M | 0.07% | +2,871+1.3% | Added |
| Great West Life Assurance Co | 226,118 | $29.2M | 0.05% | −30,348−11.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 227,368 | $29.4M | 0.05% | −3,053−1.3% | Reduced |
| US Bancorp | 236,347 | $30.5M | 0.04% | −1,214−0.5% | Reduced |
| Cetera Investment Advisers | 237,872 | $30.7M | 0.03% | +8,202+3.6% | Added |
| Advisory Resource Group | 238,287 | $30.7M | 5.41% | −1,211−0.5% | Reduced |
| Millennium Management LLC | 241,899 | $31.2M | 0.02% | −542,935−69.2% | Reduced |
| Fort Washington Investment Advisors Inc | 242,425 | $31.3M | 0.17% | +7,485+3.2% | Added |
| STRS Ohio | 253,653 | $32.7M | 0.12% | −950.0% | Reduced |