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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.

Institutional holdersQ4 2025: 1,904 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2025: $39.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2025.

Institutions holding PSX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.89$11.5K0.00%+1+1.1%Added
Blume Capital Management, Inc.91$11.7K0.00%00.0%Unchanged
West Branch Capital LLC92$11.8K0.00%−183−66.5%Reduced
Raffa Wealth Management, LLC94$12.1K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP95$12.3K0.01%00.0%Unchanged
Sachetta, LLC97$12.5K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.99$12.8K0.01%−8−7.5%Reduced
Barrett & Company, Inc.100$12.9K0.00%00.0%Unchanged
Costello Asset Management, INC100$12.9K0.00%−300−75.0%Reduced
Creative Capital Management Investments LLC100$12.9K0.00%00.0%Unchanged
Garner Asset Management Corp102$13.2K0.01%+102New
Align Financial, LLC13,420$13.4K0.01%+13,420New
Roxbury Financial LLC109$14.0K0.01%+1+0.9%Added
Vermillion & White Wealth Management Group, LLC110$14.2K0.01%00.0%Unchanged
LGT Financial Advisors LLC111$14.3K0.09%+1+0.9%Added
First Community Trust NA111$14.3K0.01%00.0%Unchanged
Albion Financial Group111$14.3K0.00%+44+65.7%Added
Ankerstar Wealth, LLC111$14.4K0.01%+111New
Midwest Capital Advisors, LLC114$14.7K0.01%00.0%Unchanged
Richardson Capital Management LLC115$14.8K0.01%00.0%Unchanged
Olistico Wealth, LLC119$15.4K0.01%+119New
High Note Wealth, LLC121$15.6K0.00%+24+24.7%Added
Bogart Wealth, LLC122$15.7K0.00%00.0%Unchanged
Camelot Portfolios, LLC124$16.0K0.01%+124New
First Pacific Financial127$16.4K0.00%+1+0.8%Added
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.130$16.8K0.04%00.0%Unchanged
Capula Management Ltd131$16.9K0.00%+131New
Heritage Wealth Advisors131$16.9K0.00%+131New
Beacon Financial Strategies CORP138$17.8K0.01%+138New
Wall Street Access Asset Management, LLC144$18.6K0.00%00.0%Unchanged
Fairscale Capital, LLC148$19.1K0.01%+1+0.7%Added
Cape Investment Advisory, Inc.150$19.4K0.01%00.0%Unchanged
Cornerstone Financial Management LLC150$19.4K0.02%+150New
Burkett Financial Services, LLC152$19.7K0.01%+1+0.7%Added
Strategic Investment Solutions, Inc.156$20.1K0.00%+1+0.6%Added
Kemnay Advisory Services Inc.160$20.6K0.00%+160New
Advantage Trust Co162$20.9K0.01%00.0%Unchanged
Roble, Belko & Company, Inc161$21.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC163$21.0K0.01%00.0%Unchanged
Garton & Associates Financial Advisors LLC164$21.2K0.01%+164New
First United Bank Trust165$21.3K0.01%−25−13.2%Reduced
Blue Bell Private Wealth Management, LLC166$21.4K0.00%00.0%Unchanged
Wellington Grp LLC168$21.7K0.01%+168New
Walsh & Associates, LLC170$21.9K0.02%+170New
Truvestments Capital LLC171$22.1K0.00%00.0%Unchanged
High Point Wealth Management, LLC171$22.1K0.02%+171New
Commonwealth Retirement Investments LLC171$22.1K0.01%+171New
Concord Wealth Partners172$22.2K0.00%−17−9.0%Reduced
Byrne Asset Management LLC173$22.3K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC174$22.5K0.03%00.0%Unchanged
Cornerstone Planning Group LLC159$22.6K0.00%+157+7,850.0%Added
Meeder Asset Management Inc176$22.7K0.00%−11−5.9%Reduced
Barnes Dennig Private Wealth Management LLC178$23.0K0.02%00.0%Unchanged
J.Safra Asset Management Corp178$23.0K0.00%+178New
First PREMIER Bank176$23.0K0.01%00.0%Unchanged
Hoey Investments, Inc184$23.7K0.00%00.0%Unchanged
Silvant Capital Management LLC186$24.0K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co187$24.1K0.00%+187New
Vision Retirement, LLC190$24.5K0.01%+190New
Coston, McIsaac & Partners200$25.0K0.01%00.0%Unchanged
Navigoe, LLC200$25.0K0.02%00.0%Unchanged
GoalVest Advisory LLC200$25.8K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC200$25.8K0.02%00.0%Unchanged
Fourth Dimension Wealth, LLC200$25.8K0.01%00.0%Unchanged
Robinswood Financial LLC200$25.8K0.01%00.0%Unchanged
Accordant Advisory Group Inc200$25.8K0.02%+180+900.0%Added
Board of the Pension Protection Fund200$25.8K0.02%+200New
GPS Wealth Strategies Group, LLC201$25.9K0.02%−3,295−94.3%Reduced
Stone House Investment Management, LLC207$26.7K0.00%+3+1.5%Added
SWAN Capital LLC208$26.8K0.01%+190+1,055.6%Added
Covestor Ltd212$27.0K0.01%−1−0.5%Reduced
Eagle Bay Advisors LLC210$27.1K0.02%+210New
Bruce G. Allen Investments, LLC213$27.5K0.02%00.0%Unchanged
Fortitude Family Office, LLC214$27.6K0.01%−21−8.9%Reduced
Wolff Wiese Magana LLC214$27.6K0.02%00.0%Unchanged
Perkins Coie Trust Co215$27.7K0.01%00.0%Unchanged
Founders Capital Management215$27.7K0.01%00.0%Unchanged
Bank & Trust Co217$28.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc218$28.1K0.00%+67+44.4%Added
Stephens Consulting, LLC223$28.8K0.01%+90+67.7%Added
Evolution Wealth Management Inc.225$29.0K0.02%+15+7.1%Added
Smallwood Wealth Investment Management, LLC244$31.5K0.02%+2+0.8%Added
Pacific Center for Financial Services233$31.7K0.01%00.0%Unchanged
Gen-Wealth Partners Inc247$31.9K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC250$32.3K0.02%00.0%Unchanged
Rogco, LP250$32.3K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co250$32.3K0.01%00.0%Unchanged
Wealth Watch Advisors, INC253$32.6K0.01%−10−3.8%Reduced
Graney & King, LLC254$32.8K0.02%+2+0.8%Added
CNB Bank257$33.2K0.01%00.0%Unchanged
AXS Investments LLC262$33.8K0.01%−58−18.1%Reduced
Sfam, LLC267$34.5K0.03%+267New
Dorato Capital Management245$34.6K0.03%+245New
TSFG, LLC273$35.0K0.01%+1+0.4%Added
Compass Financial Services Inc277$35.8K0.02%+2+0.7%Added
Winnow Wealth LLC279$36.3K0.03%+17+6.5%Added
Morton Brown Family Wealth, LLC282$36.4K0.01%+75+36.2%Added
BOK Financial Private Wealth, Inc.284$36.6K0.00%+284New
Crews Bank & Trust285$36.8K0.01%00.0%Unchanged
Tacita Capital Inc286$36.9K0.02%−134−31.9%Reduced