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 |
|---|---|---|---|---|---|
| Longview Financial Advisors LLC | 286 | $36.9K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $38.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 300 | $38.7K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $38.7K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $39.0K | 0.01% | −22−6.8% | Reduced |
| Global Wealth Strategies & Associates | 311 | $40.1K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 315 | $40.7K | 0.01% | +147+87.5% | Added |
| Country Trust Bank | 321 | $41.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 323 | $42.0K | 0.00% | −5−1.5% | Reduced |
| New England Capital Financial Advisors LLC | 328 | $42.3K | 0.02% | +2+0.6% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $42.6K | 0.03% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 339 | $44.0K | 0.02% | +339 | New |
| Pittenger & Anderson Inc | 342 | $44.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 346 | $44.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 350 | $45.2K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 353 | $45.5K | 0.02% | +3+0.9% | Added |
| Battery Global Advisors, LLC | 358 | $46.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $46.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 363 | $46.8K | 0.03% | −75−17.1% | Reduced |
| Copia Wealth Management | 363 | $46.8K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 373 | $48.0K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 384 | $49.6K | 0.00% | +375+4,166.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 385 | $49.7K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 391 | $50.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 399 | $51.5K | 0.00% | +116+41.0% | Added |
| Morse Asset Management, Inc | 400 | $51.6K | 0.01% | −1,545−79.4% | Reduced |
| Activest Wealth Management | 400 | $51.6K | 0.01% | +328+455.6% | Added |
| Manchester Capital Management LLC | 405 | $52.3K | 0.01% | +121+42.6% | Added |
| Sofos Investments, Inc. | 413 | $53.3K | 0.01% | −78−15.9% | Reduced |
| Kerr Financial Planning Corp | 348 | $53.5K | 0.07% | −13−3.6% | Reduced |
| Plato Investment Management Ltd | 424 | $55.0K | 0.00% | −456−51.8% | Reduced |
| Financially Speaking Inc | 432 | $55.7K | 0.04% | +4+0.9% | Added |
| Bayban | 447 | $57.7K | 0.05% | +447 | New |
| UMA Financial Services, Inc. | 455 | $58.7K | 0.01% | +5+1.1% | Added |
| Medallion Wealth Advisors, LLC | 468 | $60.4K | 0.02% | +3+0.6% | Added |
| 1 North Wealth Services LLC | 474 | $61.2K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 481 | $62.1K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $64.5K | 0.01% | −56−10.1% | Reduced |
| Hallmark Capital Management Inc | 500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $64.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $64.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $64.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 501 | $64.6K | 0.01% | +243+94.2% | Added |
| Quattro Advisors LLC | 504 | $65.1K | 0.05% | +504 | New |
| Catalyst Capital Advisors LLC | 505 | $65.2K | 0.00% | −364−41.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 506 | $65.2K | 0.03% | +506 | New |
| Salomon & Ludwin, LLC | 470 | $65.8K | 0.01% | −1−0.2% | Reduced |
| Key Financial Inc | 517 | $66.7K | 0.01% | +3+0.6% | Added |
| Elyxium Wealth, LLC | 520 | $67.1K | 0.02% | +520 | New |
| Aventura Private Wealth, LLC | 520 | $67.1K | 0.02% | +29+5.9% | Added |
| Wealth Preservation Advisors, LLC | 523 | $67.5K | 0.03% | −11−2.1% | Reduced |
| Litman Gregory Asset Management LLC | 524 | $67.6K | 0.00% | +524 | New |
| IFC & Insurance Marketing, Inc. | 527 | $68.0K | 0.07% | +527 | New |
| Park Place Capital Corp | 527 | $68.0K | 0.01% | +4+0.8% | Added |
| Quaker Wealth Management, LLC | 532 | $68.7K | 0.02% | +1+0.2% | Added |
| Sarver Vrooman Wealth Advisors | 533 | $68.8K | 0.04% | −14−2.6% | Reduced |
| Harbor Asset Planning, Inc. | 533 | $68.8K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $69.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 539 | $69.5K | 0.03% | −84−13.5% | Reduced |
| Global Trust Asset Management, LLC | 541 | $69.8K | 0.03% | −307−36.2% | Reduced |
| Ogorek Anthony Joseph | 548 | $70.0K | 0.02% | −15−2.7% | Reduced |
| Pin Oak Investment Advisors Inc | 450 | $71.0K | 0.05% | 00.0% | Unchanged |
| McMillan Office, Inc. | 552 | $71.2K | 0.01% | +552 | New |
| Tower View Investment Management & Research LLC | 565 | $72.9K | 0.04% | +5+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 570 | $73.6K | 0.02% | +35+6.5% | Added |
| NorthAvenue LLC | 578 | $74.6K | 0.06% | +578 | New |
| Harvest Fund Management Co., Ltd | 581 | $75.0K | 0.00% | +33+6.0% | Added |
| First Horizon Corp | 586 | $75.6K | 0.00% | +106+22.1% | Added |
| JFS Wealth Advisors, LLC | 586 | $75.6K | 0.00% | +89+17.9% | Added |
| Intact Investment Management Inc. | 600 | $77.4K | 0.00% | +600 | New |
| Murphy & Mullick Capital Management Corp | 603 | $77.8K | 0.06% | 00.0% | Unchanged |
| Torren Management, LLC | 604 | $77.9K | 0.04% | +604 | New |
| Hager Investment Management Services, LLC | 605 | $78.1K | 0.04% | −96−13.7% | Reduced |
| Pandora Wealth, Inc. | 605 | $78.1K | 0.05% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 612 | $79.0K | 0.05% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $80.7K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 627 | $80.9K | 0.02% | +623+15,575.0% | Added |
| Signature Equity Partners, LLC | 629 | $81.1K | 0.04% | +629 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $81.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 660 | $85.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 679 | $87.6K | 0.00% | +72+11.9% | Added |
| Godsey & Gibb Associates | 680 | $87.7K | 0.01% | +30+4.6% | Added |
| Toth Financial Advisory Corp | 683 | $88.1K | 0.01% | +1+0.1% | Added |
| SHP Wealth Management | 685 | $88.4K | 0.01% | +685 | New |
| Maseco LLP | 688 | $88.8K | 0.00% | +688 | New |
| Steigerwald, Gordon & Koch Inc. | 696 | $89.8K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 700 | $90.3K | 0.05% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 707 | $91.2K | 0.04% | +707 | New |
| Bank of Jackson Hole Trust | 710 | $91.6K | 0.04% | +50+7.6% | Added |
| Miller Wealth Advisors, LLC | 711 | $91.7K | 0.03% | +4+0.6% | Added |
| Piscataqua Savings Bank | 714 | $92.1K | 0.06% | −42−5.6% | Reduced |
| Tower Trust & Investment Co | 714 | $92.1K | 0.06% | 00.0% | Unchanged |
| Clark Wealth Partners | 720 | $92.9K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 725 | $93.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 728 | $93.9K | 0.01% | −50−6.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 739 | $95.4K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $96.7K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 751 | $96.9K | 0.02% | −12−1.6% | Reduced |
| Rialto Wealth Management, LLC | 760 | $98.1K | 0.02% | +3+0.4% | Added |
| Riverview Trust Co | 761 | $98.2K | 0.12% | 00.0% | Unchanged |