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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 2,250 | $351.6K | 0.16% | +700+45.2% | Added |
| McDaniel Terry & Co | 2,730 | $352.3K | 0.03% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 2,731 | $352.4K | 0.12% | +2,731 | New |
| MBL Wealth, LLC | 2,735 | $352.9K | 0.03% | +2,735 | New |
| Stockman Wealth Management, Inc. | 2,738 | $353.3K | 0.04% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,287 | $353.8K | 0.09% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,743 | $354.0K | 0.02% | −1,787−39.4% | Reduced |
| Lantern Wealth Advisors, LLC | 2,761 | $356.4K | 0.19% | +514+22.9% | Added |
| Northcape Wealth Management, LLC | 2,767 | $357.1K | 0.10% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,767 | $357.1K | 0.01% | +124+4.7% | Added |
| SRS Capital Advisors, Inc. | 2,770 | $357.5K | 0.01% | −59,532−95.6% | Reduced |
| Liberty Capital Management, Inc. | 2,772 | $357.7K | 0.07% | 00.0% | Unchanged |
| Compass Capital Corp | 2,280 | $358.4K | 0.14% | −117−4.9% | Reduced |
| Conning Inc. | 2,779 | $358.6K | 0.01% | −856−23.5% | Reduced |
| Tritonpoint Wealth, LLC | 2,788 | $359.8K | 0.04% | −203−6.8% | Reduced |
| Beaton Management Co. Inc. | 2,808 | $362.0K | 0.16% | −55−1.9% | Reduced |
| Stiles Financial Services Inc | 2,806 | $362.1K | 0.11% | +13+0.5% | Added |
| AGH Wealth Advisors, LLC | 2,810 | $362.6K | 0.27% | −50−1.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,818 | $364.0K | 0.01% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,830 | $365.2K | 0.10% | +2,830 | New |
| Parallax Volatility Advisers, L.P. | 2,835 | $365.8K | 0.01% | +2,835 | New |
| Merrion Investment Management Co, LLC | 2,850 | $367.8K | 0.20% | −1,650−36.7% | Reduced |
| Catalyst Financial Partners LLC | 2,857 | $368.7K | 0.04% | +990+53.0% | Added |
| SFMG, LLC | 2,859 | $369.0K | 0.02% | +1,000+53.8% | Added |
| Westpac Banking Corp | 2,860 | $369.1K | 0.02% | +2,860 | New |
| Howard Capital Management Inc. | 2,866 | $369.8K | 0.00% | +15+0.5% | Added |
| Foster Group, Inc. | 2,880 | $371.7K | 0.01% | +2,880 | New |
| Reuter James Wealth Management, LLC | 2,899 | $374.1K | 0.05% | −192−6.2% | Reduced |
| Summit Global Investments | 2,918 | $376.0K | 0.02% | −83−2.8% | Reduced |
| Persium Advisors, LLC | 2,917 | $376.4K | 0.27% | +15+0.5% | Added |
| Jump Financial, LLC | 2,924 | $377.3K | 0.00% | −11,621−79.9% | Reduced |
| Teamwork Financial Advisors, LLC | 2,925 | $377.4K | 0.04% | +973+49.8% | Added |
| Thomasville National Bank | 2,934 | $378.6K | 0.02% | −83−2.8% | Reduced |
| First National Bank Sioux Falls | 2,938 | $379.1K | 0.11% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,938 | $379.2K | 0.02% | +2+0.1% | Added |
| WealthShield Partners, LLC | 2,954 | $381.2K | 0.04% | +958+48.0% | Added |
| Waycross Partners, LLC | 2,965 | $382.6K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 2,973 | $383.6K | 0.08% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,977 | $384.1K | 0.06% | +1,162+64.0% | Added |
| Vectors Research Management, LLC | 2,977 | $384.2K | 0.12% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,984 | $385.0K | 0.05% | −411−12.1% | Reduced |
| Plimoth Trust Co LLC | 2,984 | $385.1K | 0.09% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,994 | $386.3K | 0.06% | −423−12.4% | Reduced |
| Kanawha Capital Management LLC | 2,995 | $386.5K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,998 | $386.9K | 0.03% | −746−19.9% | Reduced |
| SCP Investment, LP | 3,000 | $387.1K | 0.32% | +3,000 | New |
| Cookson Peirce & Co Inc | 3,008 | $388.2K | 0.02% | +1,015+50.9% | Added |
| Lummis Asset Management, LP | 3,011 | $388.5K | 0.24% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,012 | $388.7K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,017 | $389.3K | 0.05% | +3,017 | New |
| Triad Wealth Partners, LLC | 3,018 | $389.4K | 0.04% | +246+8.9% | Added |
| Scotia Capital Inc. | 3,025 | $390.3K | 0.00% | +50+1.7% | Added |
| Golden State Equity Partners | 3,028 | $390.8K | 0.06% | +1,277+72.9% | Added |
| Van Strum & Towne Inc. | 3,031 | $391.1K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,035 | $391.7K | 0.01% | +198+7.0% | Added |
| Stokes Family Office, LLC | 3,047 | $393.2K | 0.04% | −44−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,058 | $394.6K | 0.05% | −27−0.9% | Reduced |
| Univest Financial Corp | 3,077 | $397.0K | 0.02% | −138−4.3% | Reduced |
| BKD Wealth Advisors, LLC | 3,084 | $398.0K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 3,090 | $398.7K | 0.46% | −125−3.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,102 | $400.3K | 0.18% | +3,102 | New |
| Cfo Capital Management LLC | 3,125 | $403.3K | 0.30% | +3,125 | New |
| Investment Research Partners LLC | 3,130 | $403.9K | 0.17% | +410+15.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,145 | $405.8K | 0.02% | +10+0.3% | Added |
| Granite Group Advisors, LLC | 3,148 | $406.2K | 0.23% | +10.0% | Added |
| Flputnam Investment Management Co | 3,149 | $406.3K | 0.01% | +4+0.1% | Added |
| Magnus Financial Group LLC | 3,151 | $406.6K | 0.03% | −9−0.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,149 | $407.0K | 0.13% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,158 | $407.5K | 0.01% | +1,280+68.2% | Added |
| Athena Investment Management | 3,161 | $407.9K | 0.21% | −53−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 3,163 | $408.2K | 0.02% | −298−8.6% | Reduced |
| Forza Wealth Management, LLC | 3,167 | $408.7K | 0.15% | +493+18.4% | Added |
| GenTrust, LLC | 3,176 | $409.8K | 0.02% | +3,176 | New |
| Advisory Alpha, LLC | 3,173 | $409.8K | 0.01% | +77+2.5% | Added |
| Weaver Consulting Group | 3,176 | $409.8K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,885 | $410.2K | 0.05% | +43+1.5% | Added |
| Aprio Wealth Management, LLC | 1,788 | $412.0K | 0.02% | +67+3.9% | Added |
| Beto Financial Group, LLC | 2,900 | $412.5K | 0.28% | +2,900 | New |
| Vista Investment Partners LLC | 3,198 | $412.7K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,206 | $413.7K | 0.03% | −54−1.7% | Reduced |
| LCNB Corp | 3,209 | $414.1K | 0.14% | +200+6.6% | Added |
| GHP Investment Advisors, Inc. | 3,210 | $414.2K | 0.02% | +72+2.3% | Added |
| Second Line Capital, LLC | 3,213 | $414.6K | 0.09% | +79+2.5% | Added |
| Vaughan David Investments LLC | 3,221 | $416.0K | 0.01% | −648−16.7% | Reduced |
| 55 North Private Wealth, LLC | 3,229 | $416.7K | 0.11% | +3,229 | New |
| Pacifica Partners Inc. | 3,192 | $416.8K | 0.19% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,233 | $417.2K | 0.07% | +166+5.4% | Added |
| Berkshire Asset Management LLC | 3,244 | $418.6K | 0.02% | +1,118+52.6% | Added |
| Ambassador Advisors, LLC | 3,245 | $418.7K | 0.06% | −4−0.1% | Reduced |
| Master's Wealth Management Inc. | 3,246 | $418.9K | 0.15% | +425+15.1% | Added |
| Sentinus, LLC | 3,247 | $419.0K | 0.04% | +3,247 | New |
| Hartford Financial Management Inc. | 3,248 | $419.2K | 0.11% | −2−0.1% | Reduced |
| Waldron Private Wealth LLC | 3,250 | $419.4K | 0.02% | +10+0.3% | Added |
| Corps Capital Advisors, LLC | 3,254 | $419.9K | 0.43% | −358−9.9% | Reduced |
| Independence Bank of Kentucky | 3,255 | $420.0K | 0.05% | +14+0.4% | Added |
| Apella Capital, LLC | 3,255 | $420.1K | 0.01% | +292+9.9% | Added |
| Courier Capital LLC | 3,277 | $422.9K | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 3,281 | $423.4K | 0.01% | −25,574−88.6% | Reduced |
| Harbor Investment Advisory, LLC | 3,282 | $423.5K | 0.03% | −3−0.1% | Reduced |
| Larson Financial Group LLC | 3,287 | $424.1K | 0.01% | −79−2.3% | Reduced |