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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 765 | $98.7K | 0.01% | +1+0.1% | Added |
| Gleason Group, Inc. | 782 | $100.9K | 0.01% | +7+0.9% | Added |
| PFS Partners, LLC | 785 | $101.3K | 0.05% | +4+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 790 | $101.9K | 0.01% | +154+24.2% | Added |
| Avion Wealth | 814 | $105.0K | 0.02% | −4−0.5% | Reduced |
| DV Equities, LLC | 853 | $110.1K | 0.02% | +853 | New |
| Glass Jacobson Investment Advisors llc | 865 | $111.6K | 0.04% | +7+0.8% | Added |
| American National Bank | 879 | $113.4K | 0.01% | −3−0.3% | Reduced |
| Broadwater Capital Management LLC | 900 | $116.1K | 0.09% | 00.0% | Unchanged |
| City State Bank | 929 | $119.9K | 0.03% | +3+0.3% | Added |
| Birchbrook, Inc. | 936 | $120.8K | 0.06% | 00.0% | Unchanged |
| Motco | 938 | $121.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 950 | $122.6K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 954 | $123.1K | 0.00% | +100+11.7% | Added |
| CVA Family Office, LLC | 957 | $123.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 958 | $123.7K | 0.01% | +9+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $123.9K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 970 | $125.0K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 998 | $128.8K | 0.02% | +301+43.2% | Added |
| Mechanics Financial Corp | 1,000 | $129.0K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 1,000 | $129.0K | 0.06% | +1,000 | New |
| Private Wealth Asset Management, LLC | 1,008 | $130.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $130.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,028 | $132.7K | 0.03% | −580−36.1% | Reduced |
| Raleigh Capital Management Inc. | 1,037 | $133.8K | 0.05% | +1,037 | New |
| Golden State Wealth Management, LLC | 1,039 | $134.1K | 0.01% | −67−6.1% | Reduced |
| Security National Bank | 1,054 | $136.0K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,062 | $137.0K | 0.06% | +3+0.3% | Added |
| Asset Planning,Inc | 1,082 | $139.6K | 0.10% | +3+0.3% | Added |
| United Community Bank | 1,099 | $141.8K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,113 | $143.0K | 0.01% | +45+4.2% | Added |
| Compagnie Lombard Odier SCmA | 1,112 | $143.5K | 0.00% | +742+200.5% | Added |
| Centennial Bank | 1,130 | $145.8K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,134 | $146.3K | 0.01% | +50+4.6% | Added |
| TFC Financial Management | 1,163 | $150.0K | 0.02% | +362+45.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $151.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,176 | $151.7K | 0.01% | +1+0.1% | Added |
| Creative Financial Designs Inc | 1,180 | $152.3K | 0.01% | −4−0.3% | Reduced |
| Lodestone Wealth Management LLC | 1,194 | $154.1K | 0.06% | +1,194 | New |
| South Dakota Investment Council | 1,220 | $157.0K | 0.00% | −100−7.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,220 | $157.0K | 0.02% | +1+0.1% | Added |
| Onefund, LLC | 1,228 | $158.5K | 0.09% | +66+5.7% | Added |
| Triumph Capital Management | 1,237 | $159.6K | 0.03% | +1,237 | New |
| Armstrong Advisory Group, Inc | 1,240 | $160.0K | 0.01% | −32−2.5% | Reduced |
| Tompkins Financial Corp | 1,244 | $160.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,249 | $161.0K | 0.02% | +9+0.7% | Added |
| Asset Dedication, LLC | 1,249 | $161.2K | 0.01% | −328−20.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,292 | $166.7K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,061 | $167.4K | 0.06% | −89−7.7% | Reduced |
| VSM Wealth Advisory, LLC | 1,302 | $168.0K | 0.05% | +472+56.9% | Added |
| General Partner, Inc. | 1,303 | $168.1K | 0.10% | 00.0% | Unchanged |
| Quarry LP | 1,341 | $173.0K | 0.03% | −965−41.8% | Reduced |
| SBI Securities Co., Ltd. | 1,344 | $173.4K | 0.00% | −150−10.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,351 | $174.3K | 0.07% | +3+0.2% | Added |
| 10Elms LLP | 1,354 | $174.7K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $174.7K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $175.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,361 | $175.7K | 0.09% | +9+0.7% | Added |
| Eastern Bank | 1,364 | $176.0K | 0.00% | −331−19.5% | Reduced |
| True Wealth Design, LLC | 1,369 | $176.7K | 0.05% | +192+16.3% | Added |
| Grove Bank & Trust | 1,397 | $180.3K | 0.02% | +83+6.3% | Added |
| Evelyn Partners Investment Management LLP | 1,411 | $182.1K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,415 | $182.6K | 0.01% | −303−17.6% | Reduced |
| Chilton Capital Management LLC | 1,417 | $182.8K | 0.01% | +3+0.2% | Added |
| Coastline Trust Co | 1,422 | $183.5K | 0.02% | −75−5.0% | Reduced |
| NBT Bank N A | 701 | $185.5K | 0.01% | −29−4.0% | Reduced |
| Oakworth Capital, Inc. | 1,461 | $188.5K | 0.01% | −420−22.3% | Reduced |
| Cromwell Holdings LLC | 1,464 | $188.9K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,486 | $191.7K | 0.01% | +1,486 | New |
| Peterson Wealth Services | 1,508 | $194.6K | 0.05% | −2,093−58.1% | Reduced |
| Zions Bancorporation, National Association | 1,536 | $198.2K | 0.01% | +407+36.0% | Added |
| Spire Wealth Management | 1,548 | $199.8K | 0.01% | −144−8.5% | Reduced |
| Shufro Rose & Co LLC | 1,550 | $200.0K | 0.01% | −1,225−44.1% | Reduced |
| First National Bank of Hutchinson | 1,550 | $200.0K | 0.12% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,553 | $200.4K | 0.03% | −386−19.9% | Reduced |
| Partners Wealth Management, LLC | 1,554 | $200.5K | 0.21% | +2+0.1% | Added |
| Bank of New Hampshire | 1,562 | $201.6K | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,563 | $201.7K | 0.00% | −56,840−97.3% | Reduced |
| Hardin Capital Partners, LLC | 1,571 | $202.7K | 0.10% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 1,573 | $203.0K | 0.09% | −200−11.3% | Reduced |
| Centaurus Financial, Inc. | 1,574 | $203.0K | 0.01% | −86−5.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,576 | $203.4K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,579 | $203.8K | 0.02% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 1,582 | $204.1K | 0.03% | +1,582 | New |
| Key Client Fiduciary Advisors, LLC | 1,583 | $204.2K | 0.07% | −116−6.8% | Reduced |
| Patton Fund Management, Inc. | 1,584 | $204.4K | 0.03% | −533−25.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,588 | $205.0K | 0.02% | +7+0.4% | Added |
| Franklin Street Advisors Inc | 1,591 | $205.3K | 0.01% | +1,591 | New |
| Sovereign Financial Group, Inc. | 1,594 | $205.7K | 0.04% | −73−4.4% | Reduced |
| SG Trading Solutions, LLC | 1,593 | $206.0K | 0.05% | +1,593 | New |
| McGuire Capital Advisors Inc | 1,597 | $206.1K | 0.13% | +1,597 | New |
| Wealthcare Capital Partners, LLC | 1,597 | $206.1K | 0.10% | +12+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,599 | $206.3K | 0.01% | −262−14.1% | Reduced |
| Ethos Financial Group, LLC | 1,600 | $206.5K | 0.02% | −1,484−48.1% | Reduced |
| SlateStone Wealth, LLC | 1,614 | $208.0K | 0.02% | +44+2.8% | Added |
| Measured Wealth Private Client Group, LLC | 1,617 | $208.7K | 0.06% | −624−27.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,620 | $209.1K | 0.11% | 00.0% | Unchanged |
| Embree Financial Group | 1,623 | $209.4K | 0.03% | +101+6.6% | Added |
| Sather Financial Group Inc | 1,625 | $209.7K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,629 | $210.2K | 0.06% | +1,629 | New |