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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 2,292 | $295.8K | 0.01% | −139−5.7% | Reduced |
| Perbak Capital Partners LLP | 2,292 | $295.8K | 0.09% | +2,292 | New |
| Callahan Advisors, LLC | 2,296 | $296.3K | 0.02% | 00.0% | Unchanged |
| Lawood & Co | 2,297 | $296.4K | 0.28% | +2,297 | New |
| Zullo Investment Group, Inc. | 2,308 | $297.9K | 0.11% | −160−6.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,314 | $299.0K | 0.08% | −170−6.8% | Reduced |
| Klingman & Associates, LLC | 2,319 | $299.2K | 0.01% | −4,787−67.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,320 | $299.4K | 0.09% | +12+0.5% | Added |
| JT Stratford LLC | 2,321 | $299.5K | 0.04% | +316+15.8% | Added |
| Pure Financial Advisors, Inc. | 2,325 | $300.0K | 0.00% | +46+2.0% | Added |
| Vestor Capital, LLC | 201 | $300.0K | 0.02% | −2,121−91.3% | Reduced |
| AIA Group Ltd | 2,325 | $300.0K | 0.00% | +2,325 | New |
| BancorpSouth Bank | 2,329 | $300.5K | 0.02% | −6−0.3% | Reduced |
| Trust Point Inc. | 2,330 | $300.7K | 0.02% | −28−1.2% | Reduced |
| Greenfield Savings Bank | 2,333 | $301.1K | 0.13% | −75−3.1% | Reduced |
| Jacobs & Co | 2,346 | $302.0K | 0.03% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,348 | $303.0K | 0.03% | −72−3.0% | Reduced |
| Chronos Wealth Management, LLC | 2,359 | $304.4K | 0.14% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $304.5K | 0.06% | −8−0.3% | Reduced |
| Breakwater Capital Group | 2,362 | $304.8K | 0.04% | +50+2.2% | Added |
| Cross Staff Investments Inc | 2,363 | $304.9K | 0.19% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 2,365 | $305.2K | 0.01% | +2,365 | New |
| Principal Street Partners, LLC | 2,367 | $305.4K | 0.05% | +50+2.2% | Added |
| Laurel Wealth Advisors LLC | 2,375 | $306.5K | 0.04% | −16−0.7% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,247 | $307.1K | 0.05% | +2,247 | New |
| CFO4Life Group, LLC | 2,390 | $308.4K | 0.04% | −4−0.2% | Reduced |
| True North Advisors, LLC | 2,391 | $308.6K | 0.04% | +673+39.2% | Added |
| Greenfield Seitz Capital Management, LLC | 2,394 | $308.9K | 0.10% | −450−15.8% | Reduced |
| Magnetar Financial LLC | 2,395 | $309.1K | 0.00% | +2,395 | New |
| Ipswich Investment Management Co., Inc. | 2,400 | $309.7K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Group | 2,407 | $310.7K | 0.01% | +604+33.5% | Added |
| Newman Dignan & Sheerar, Inc. | 2,409 | $310.9K | 0.06% | +753+45.5% | Added |
| Hantz Financial Services, Inc. | 2,410 | $311.0K | 0.00% | +229+10.5% | Added |
| Diversified Enterprises, LLC | 2,422 | $312.6K | 0.02% | +307+14.5% | Added |
| Opal Capital LLC | 1,985 | $312.6K | 0.08% | +1,985 | New |
| Sterling Investment Advisors, Ltd. | 2,424 | $312.8K | 0.06% | +235+10.7% | Added |
| Fort Sheridan Advisors LLC | 2,425 | $313.0K | 0.04% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,429 | $313.4K | 0.11% | 00.0% | Unchanged |
| Quilter Plc | 2,430 | $313.6K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 2,430 | $313.6K | 0.10% | +4+0.2% | Added |
| Versant Capital Management, Inc | 2,443 | $315.2K | 0.04% | −1,510−38.2% | Reduced |
| Pinnacle Bancorp, Inc. | 2,446 | $315.6K | 0.09% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,448 | $315.9K | 0.17% | −193−7.3% | Reduced |
| Limestone Investment Advisors LP | 2,450 | $316.1K | 0.21% | +2,450 | New |
| Port Capital LLC | 2,466 | $318.2K | 0.01% | −52−2.1% | Reduced |
| Goodman Financial Corp | 2,466 | $318.2K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $318.5K | 0.03% | −155−5.9% | Reduced |
| LBMC Investment Advisors, LLC | 2,474 | $319.2K | 0.02% | +10.0% | Added |
| Patrick M Sweeney & Associates, Inc | 2,484 | $320.5K | 0.20% | +76+3.2% | Added |
| Capstone Investment Advisors, LLC | 2,485 | $320.7K | 0.00% | +2,485 | New |
| Boston Private Wealth LLC | 2,487 | $321.0K | 0.02% | −158−6.0% | Reduced |
| Banyan Capital Management, Inc. | 2,495 | $322.0K | 0.14% | −100−3.9% | Reduced |
| CoreFirst Bank & Trust | 2,498 | $322.3K | 0.17% | −220−8.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,489 | $322.5K | 0.02% | −3,382−57.6% | Reduced |
| Qsemble Capital Management, LP | 2,501 | $322.7K | 0.03% | +255+11.4% | Added |
| Sym Financial Corp | 2,522 | $325.4K | 0.03% | +375+17.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $325.8K | 0.03% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,532 | $326.7K | 0.13% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,534 | $327.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,534 | $327.0K | 0.02% | +488+23.9% | Added |
| Founders Financial Securities LLC | 2,539 | $327.7K | 0.02% | +139+5.8% | Added |
| Capital Advantage, Inc. | 2,542 | $328.0K | 0.04% | +10.0% | Added |
| Elevatus Welath Management | 2,544 | $328.3K | 0.09% | +2,544 | New |
| Hills Bank & Trust Co | 2,550 | $329.1K | 0.02% | −117−4.4% | Reduced |
| Gables Capital Management Inc. | 2,552 | $329.3K | 0.14% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,565 | $331.0K | 0.10% | +109+4.4% | Added |
| Wakefield Asset Management LLLP | 2,568 | $331.4K | 0.09% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,573 | $332.0K | 0.05% | +2,573 | New |
| Legacy Capital Wealth Partners, LLC | 2,573 | $332.1K | 0.07% | −27−1.0% | Reduced |
| Affinity Investment Advisors, LLC | 2,583 | $333.3K | 0.22% | +2,583 | New |
| Atlas Capital Advisors LLC | 2,584 | $333.4K | 0.04% | +2,584 | New |
| Saxon Interests, Inc. | 2,591 | $334.3K | 0.12% | +23+0.9% | Added |
| Graham Capital Management, L.P. | 2,591 | $334.3K | 0.01% | +2,591 | New |
| Dividend Assets Capital, LLC | 2,592 | $334.5K | 0.06% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,594 | $334.7K | 0.20% | +109+4.4% | Added |
| GM Advisory Group, Inc. | 2,594 | $334.7K | 0.01% | −117−4.3% | Reduced |
| Dodge & Cox | 2,600 | $335.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $335.5K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,601 | $335.6K | 0.01% | +2,601 | New |
| Seamount Financial Group Inc | 2,602 | $335.8K | 0.15% | 00.0% | Unchanged |
| BCS Wealth Management | 2,610 | $336.7K | 0.03% | +2,610 | New |
| E&G Advisors, LP | 2,620 | $338.1K | 0.08% | −100−3.7% | Reduced |
| Hanson & Doremus Investment Management | 2,628 | $339.0K | 0.04% | −250−8.7% | Reduced |
| Armis Advisers, LLC | 1,934 | $339.4K | 0.04% | +1,934 | New |
| Plancorp, LLC | 2,631 | $339.5K | 0.01% | −222−7.8% | Reduced |
| Manske Wealth Management | 2,634 | $339.9K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,645 | $341.2K | 0.05% | +10.0% | Added |
| Harrell Investment Partners, LLC | 2,658 | $343.0K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,664 | $343.8K | 0.00% | +630+31.0% | Added |
| Plan A Wealth LLC | 2,665 | $343.9K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,669 | $344.4K | 0.02% | +8+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,681 | $346.0K | 0.01% | +2,681 | New |
| Sound View Wealth Advisors Group, LLC | 2,688 | $346.9K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,694 | $347.6K | 0.17% | +1,149+74.4% | Added |
| Kera Capital Partners, Inc. | 2,422 | $347.7K | 0.04% | +165+7.3% | Added |
| Montag A & Associates Inc | 2,696 | $347.9K | 0.02% | +146+5.7% | Added |
| Roman Butler Fullerton & Co | 2,463 | $349.6K | 0.09% | +21+0.9% | Added |
| Indivisible Partners | 2,711 | $349.8K | 0.04% | +2,711 | New |
| Aristotle Capital Management, LLC | 2,714 | $350.2K | 0.00% | −463−14.6% | Reduced |