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 |
|---|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | 1,629 | $210.2K | 0.04% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,635 | $211.0K | 0.09% | +1,635 | New |
| Independent Wealth Network Inc. | 1,635 | $211.0K | 0.06% | −13−0.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $211.5K | 0.14% | 00.0% | Unchanged |
| Trust Co | 1,646 | $212.4K | 0.02% | +1,317+400.3% | Added |
| Brookwood Investment Group LLC | 1,648 | $212.7K | 0.03% | −812−33.0% | Reduced |
| Ignite Planners, LLC | 1,481 | $212.7K | 0.03% | −417−22.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,650 | $212.9K | 0.08% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,651 | $213.0K | 0.05% | +1+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,652 | $213.1K | 0.03% | +22+1.3% | Added |
| Childress Capital Advisors, LLC | 1,654 | $213.4K | 0.03% | +43+2.7% | Added |
| Allied Investment Advisors, LLC | 1,654 | $213.4K | 0.03% | +1,654 | New |
| Deseret Mutual Benefit Administrators | 1,655 | $213.6K | 0.09% | −48−2.8% | Reduced |
| Aspire Private Capital, LLC | 1,656 | $213.7K | 0.05% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,659 | $214.1K | 0.03% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,659 | $214.1K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,659 | $214.1K | 0.01% | −373−18.4% | Reduced |
| Catalina Capital Group, LLC | 1,670 | $215.5K | 0.13% | −6−0.4% | Reduced |
| Asset Advisors Investment Management, LLC | 1,673 | $215.9K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,675 | $216.2K | 0.13% | −101−5.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,677 | $216.4K | 0.05% | +18+1.1% | Added |
| Moss Adams Wealth Advisors LLC | 1,679 | $216.7K | 0.02% | +49+3.0% | Added |
| Stoneridge Investment Partners LLC | 1,685 | $217.0K | 0.15% | +1,685 | New |
| JNBA Financial Advisors | 1,683 | $217.2K | 0.02% | +9+0.5% | Added |
| IVC Wealth Advisors LLC | 1,683 | $217.2K | 0.09% | −17−1.0% | Reduced |
| MOR Wealth Management, LLC | 1,696 | $218.9K | 0.10% | +1,696 | New |
| Crestmont Private Wealth LLC | 1,698 | $219.1K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,699 | $219.2K | 0.02% | +53+3.2% | Added |
| Capital City Trust Co | 1,700 | $219.4K | 0.05% | +1,700 | New |
| RD Lewis Holdings, Inc. | 1,483 | $219.6K | 0.19% | −15−1.0% | Reduced |
| Strait & Sound Wealth Management LLC | 1,705 | $220.0K | 0.08% | 00.0% | Unchanged |
| Sentry LLC | 1,710 | $220.7K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,710 | $220.7K | 0.02% | +38+2.3% | Added |
| Ami Investment Management Inc | 1,711 | $220.8K | 0.05% | −18−1.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,712 | $220.9K | 0.03% | +5+0.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,716 | $221.4K | 0.05% | −98−5.4% | Reduced |
| SageView Advisory Group, LLC | 1,718 | $221.7K | 0.01% | +25+1.5% | Added |
| KC Investment Advisors, LLC | 1,718 | $221.7K | 0.05% | +1,718 | New |
| Falcon Wealth Planning | 1,721 | $222.1K | 0.02% | +1,721 | New |
| Per Stirling Capital Management, LLC. | 1,727 | $222.8K | 0.03% | +5+0.3% | Added |
| Frec Markets, Inc. | 1,727 | $222.9K | 0.07% | +1,727 | New |
| St Germain D J Co Inc | 1,731 | $223.4K | 0.01% | −15−0.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,731 | $223.4K | 0.03% | +1,731 | New |
| Traynor Capital Management, Inc. | 1,733 | $223.6K | 0.01% | +97+5.9% | Added |
| MQS Management LLC | 1,736 | $224.0K | 0.13% | −261−13.1% | Reduced |
| Next Capital Management LLC | 1,738 | $224.3K | 0.07% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,743 | $224.9K | 0.08% | 00.0% | Unchanged |
| Moller Financial Services | 1,748 | $225.6K | 0.05% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 1,751 | $225.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,638 | $226.5K | 0.01% | +166+11.3% | Added |
| Cooper Financial Group | 1,758 | $226.9K | 0.02% | +4+0.2% | Added |
| Whetstone Capital Advisors, LLC | 1,759 | $227.0K | 0.07% | −38−2.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,764 | $227.6K | 0.07% | +1,764 | New |
| Great Diamond Partners, LLC | 1,764 | $227.6K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $227.8K | 0.11% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,770 | $228.4K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,773 | $228.8K | 0.02% | −37−2.0% | Reduced |
| KPP Advisory Services LLC | 1,781 | $229.8K | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,792 | $231.2K | 0.03% | −50−2.7% | Reduced |
| Viawealth, LLC | 1,792 | $231.3K | 0.13% | +1+0.1% | Added |
| Integrity Alliance, LLC. | 1,796 | $231.8K | 0.01% | +1,796 | New |
| Prosperity Consulting Group, LLC | 1,799 | $232.1K | 0.01% | +157+9.6% | Added |
| Cullen Investment Group, Ltd. | 1,635 | $232.5K | 0.03% | +5+0.3% | Added |
| InTrack Investment Management Inc | 1,803 | $232.7K | 0.13% | +267+17.4% | Added |
| Signature Estate & Investment Advisors LLC | 1,808 | $233.3K | 0.00% | −21−1.1% | Reduced |
| Sax Wealth Advisors, LLC | 1,811 | $233.7K | 0.01% | +1,811 | New |
| Wolff Financial Management LLC | 1,815 | $234.2K | 0.05% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,815 | $234.2K | 0.02% | +11+0.6% | Added |
| Trueblood Wealth Management, LLC | 1,817 | $234.5K | 0.09% | −18−1.0% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 1,829 | $236.0K | 0.18% | +1,829 | New |
| Wellington Shields & Co., LLC | 1,832 | $236.4K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,832 | $236.4K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 1,835 | $236.8K | 0.01% | −565−23.5% | Reduced |
| Keating Investment Counselors Inc | 1,837 | $237.0K | 0.07% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,850 | $238.7K | 0.06% | +69+3.9% | Added |
| Argentarii, LLC | 1,851 | $238.9K | 0.08% | +1+0.1% | Added |
| Cardinal Point Capital Management, ULC | 1,854 | $239.2K | 0.02% | +1,854 | New |
| Washington Trust Co | 1,855 | $239.4K | 0.01% | −50−2.6% | Reduced |
| Basecamp Wealth Advisors LLC | 1,858 | $239.8K | 0.05% | +1,858 | New |
| Merrithew & Thorsten Inc | 1,861 | $240.0K | 0.25% | +1,861 | New |
| Jaffetilchin Investment Partners, LLC | 1,864 | $240.5K | 0.01% | +92+5.2% | Added |
| Tranquility Partners, LLC | 1,866 | $240.8K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,868 | $241.7K | 0.04% | +23+1.2% | Added |
| Powers Advisory Group, LLC | 1,873 | $241.7K | 0.09% | +1+0.1% | Added |
| Howland Capital Management LLC | 1,874 | $241.9K | 0.01% | +6+0.3% | Added |
| BLB&B Advisors, LLC | 1,875 | $241.9K | 0.01% | +282+17.7% | Added |
| Columbia Asset Management | 1,878 | $242.3K | 0.04% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,879 | $242.4K | 0.08% | +1,879 | New |
| Silver Oak Securities, Inc | 1,871 | $242.5K | 0.02% | −97−4.9% | Reduced |
| Weik Capital Management | 1,885 | $243.2K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 1,886 | $243.4K | 0.10% | −875−31.7% | Reduced |
| Signet Private Wealth LLC | 1,894 | $244.4K | 0.23% | +1,894 | New |
| Summit Asset Management, LLC | 1,900 | $245.1K | 0.03% | +24+1.3% | Added |
| Denali Advisors LLC | 1,900 | $245.2K | 0.03% | −2,218−53.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,900 | $245.2K | 0.07% | −61−3.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,906 | $245.9K | 0.03% | +248+15.0% | Added |
| X-Square Capital, LLC | 1,909 | $246.0K | 0.08% | +1+0.1% | Added |
| McGowan Group Asset Management, Inc. | 1,911 | $246.6K | 0.03% | +18+1.0% | Added |
| BNB Wealth Management, LLC | 1,912 | $246.7K | 0.16% | +1,912 | New |
| SJS Investment Consulting Inc. | 1,913 | $246.9K | 0.03% | +288+17.7% | Added |