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 |
|---|---|---|---|---|---|
| Pinnacle Family Advisors, LLC | 1,922 | $248.0K | 0.11% | +15+0.8% | Added |
| Trillium Asset Management, LLC | 1,930 | $249.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,931 | $249.1K | 0.01% | −610−24.0% | Reduced |
| Sandy Cove Advisors, LLC | 1,931 | $249.2K | 0.07% | +87+4.7% | Added |
| BIP Wealth, LLC | 1,932 | $249.3K | 0.01% | −301−13.5% | Reduced |
| Green Ridge Wealth Planning LLC | 1,940 | $250.3K | 0.13% | +1,940 | New |
| Optima Capital LLC | 1,944 | $250.9K | 0.11% | +17+0.9% | Added |
| Indiana Trust & Investment Management CO | 1,945 | $251.0K | 0.07% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,950 | $251.6K | 0.09% | −397−16.9% | Reduced |
| Tarbox Family Office, Inc. | 1,954 | $252.1K | 0.04% | −58−2.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,956 | $252.4K | 0.03% | −50−2.5% | Reduced |
| Old Port Advisors | 1,959 | $252.8K | 0.06% | +10+0.5% | Added |
| Benchmark Financial, LLC | 1,961 | $253.0K | 0.25% | +1,961 | New |
| Nicolet Bankshares Inc | 1,971 | $254.3K | 0.04% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,974 | $254.7K | 0.02% | +1,974 | New |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $255.0K | 0.00% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 1,977 | $255.1K | 0.19% | −820−29.3% | Reduced |
| Financial Advisors Network, Inc. | 1,982 | $255.8K | 0.04% | +95+5.0% | Added |
| Meixler Investment Management, Ltd. | 1,984 | $256.0K | 0.16% | +157+8.6% | Added |
| Pettyjohn, Wood & White, Inc | 1,985 | $256.1K | 0.04% | +125+6.7% | Added |
| Abacus Planning Group, Inc. | 1,989 | $256.7K | 0.03% | +74+3.9% | Added |
| Central Bank & Trust Co | 1,990 | $256.8K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $256.8K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,991 | $256.9K | 0.03% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 1,992 | $257.0K | 0.15% | +36+1.8% | Added |
| Verus Capital Partners, LLC | 1,994 | $257.3K | 0.02% | +150+8.1% | Added |
| Silver Coast Investments LLC | 1,994 | $257.3K | 0.09% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,995 | $257.4K | 0.09% | −32−1.6% | Reduced |
| Highlander Partners, L.P. | 2,000 | $258.1K | 0.09% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,000 | $258.1K | 0.13% | +100+5.3% | Added |
| Acropolis Investment Management, LLC | 2,004 | $258.6K | 0.01% | −456−18.5% | Reduced |
| Fortune Financial Advisors, LLC | 2,020 | $260.7K | 0.18% | −40−1.9% | Reduced |
| L2 Asset Management, LLC | 2,027 | $261.6K | 0.03% | +134+7.1% | Added |
| Nemes Rush Group LLC | 2,028 | $261.7K | 0.02% | +26+1.3% | Added |
| Ashton Thomas Securities, LLC | 2,030 | $261.9K | 0.05% | +156+8.3% | Added |
| Cabot Wealth Management Inc | 2,035 | $262.6K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,036 | $262.7K | 0.04% | +3+0.1% | Added |
| Defender Capital, LLC. | 2,036 | $262.7K | 0.09% | +2,036 | New |
| Chicago Capital, LLC | 2,042 | $263.5K | 0.01% | +200+10.9% | Added |
| LRI Investments, LLC | 2,050 | $264.6K | 0.02% | −510−19.9% | Reduced |
| Flatrock Wealth Partners LLC | 2,051 | $264.7K | 0.13% | +2,051 | New |
| Waters Parkerson & Co., LLC | 2,061 | $266.0K | 0.01% | −13−0.6% | Reduced |
| Pursuit Wealth Strategies, LLC | 2,064 | $266.3K | 0.37% | +2,064 | New |
| Quent Capital, LLC | 2,067 | $266.7K | 0.02% | +82+4.1% | Added |
| McAdam, LLC | 2,068 | $266.8K | 0.01% | +208+11.2% | Added |
| Alan B. Lancz & Associates, Inc. | 2,082 | $268.7K | 0.24% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,085 | $269.0K | 0.13% | +100+5.0% | Added |
| RiverFront Investment Group, LLC | 2,090 | $269.7K | 0.00% | +269+14.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,093 | $270.1K | 0.01% | −205−8.9% | Reduced |
| Anchor Investment Management, LLC | 2,094 | $270.2K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,094 | $270.3K | 0.13% | −350−14.3% | Reduced |
| Paradigm Financial Partners, LLC | 2,099 | $270.9K | 0.03% | +99+5.0% | Added |
| Close Asset Management Ltd | 2,110 | $272.0K | 0.01% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 2,110 | $272.3K | 0.23% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,113 | $272.7K | 0.11% | −463−18.0% | Reduced |
| Leisure Capital Management | 2,121 | $273.7K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,123 | $274.0K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,124 | $274.1K | 0.02% | +3+0.1% | Added |
| CrossGen Wealth, LLC | 2,125 | $274.2K | 0.24% | +2,125 | New |
| TD Capital Management LLC | 2,127 | $274.5K | 0.02% | +10.0% | Added |
| Meridian Wealth Management, LLC | 2,129 | $274.8K | 0.01% | +582+37.6% | Added |
| Crestwood Advisors Group LLC | 2,145 | $276.8K | 0.00% | +532+33.0% | Added |
| Seven Mile Advisory | 2,152 | $277.7K | 0.05% | +2,152 | New |
| Richards, Merrill & Peterson, Inc. | 2,153 | $277.9K | 0.11% | −216−9.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,158 | $278.4K | 0.03% | −427−16.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,167 | $279.6K | 0.02% | −30−1.4% | Reduced |
| Calton & Associates, Inc. | 2,168 | $279.7K | 0.04% | +114+5.6% | Added |
| First Financial Bank - Trust Division | 2,177 | $280.9K | 0.02% | −10−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,177 | $281.0K | 0.01% | +97+4.7% | Added |
| SkyOak Wealth, LLC | 2,178 | $281.0K | 0.05% | −200−8.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,181 | $281.5K | 0.04% | +144+7.1% | Added |
| Consolidated Planning Corp | 2,186 | $282.0K | 0.03% | −5−0.2% | Reduced |
| HBW Advisory Services LLC | 2,186 | $282.1K | 0.03% | +25+1.2% | Added |
| VeraBank, N.A. | 2,191 | $282.7K | 0.05% | +389+21.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $282.9K | 0.10% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,201 | $284.0K | 0.08% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,203 | $284.3K | 0.03% | +10.0% | Added |
| Tributary Capital Management, LLC | 2,205 | $284.5K | 0.03% | −40−1.8% | Reduced |
| PFG Private Wealth Management, LLC | 2,205 | $284.5K | 0.12% | +2,205 | New |
| MV Capital Management, Inc. | 2,220 | $286.5K | 0.03% | +108+5.1% | Added |
| Wick Capital Partners, LLC | 2,239 | $288.9K | 0.05% | +2,239 | New |
| Ocean Capital Management, LLC | 2,242 | $289.3K | 0.06% | +5+0.2% | Added |
| Adkins Seale Capital Management LLC | 2,246 | $289.8K | 0.29% | +2,246 | New |
| Disciplined Investors, L.L.C. | 2,249 | $290.2K | 0.19% | +54+2.5% | Added |
| Transamerica Financial Advisors, Inc. | 2,257 | $291.2K | 0.02% | +631+38.8% | Added |
| Cadent Capital Advisors, LLC | 2,267 | $292.6K | 0.08% | +10+0.4% | Added |
| Goelzer Investment Management, Inc. | 2,270 | $292.9K | 0.01% | −23−1.0% | Reduced |
| Denver Wealth Management, Inc. | 2,272 | $293.2K | 0.10% | −114−4.8% | Reduced |
| Flywheel Private Wealth LLC | 2,273 | $293.3K | 0.18% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,273 | $293.3K | 0.08% | +2,273 | New |
| Riversedge Advisors, LLC | 2,275 | $293.5K | 0.05% | +722+46.5% | Added |
| Allegheny Financial Group LTD | 2,275 | $293.6K | 0.04% | −215−8.6% | Reduced |
| Monetary Management Group Inc | 2,280 | $294.2K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $294.2K | 0.23% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,283 | $294.6K | 0.01% | +50+2.2% | Added |
| Chelsea Counsel Co | 2,285 | $294.9K | 0.13% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 2,287 | $295.1K | 0.11% | +102+4.7% | Added |
| Berger Financial Group, Inc | 2,288 | $295.2K | 0.02% | −163−6.7% | Reduced |
| Financial Engines Advisors L.L.C. | 2,290 | $295.5K | 0.00% | −17−0.7% | Reduced |
| Douglas Lane & Associates, LLC | 2,290 | $295.5K | 0.00% | +340+17.4% | Added |