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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 3,300 | $425.8K | 0.21% | −3,700−52.9% | Reduced |
| Blue Edge Capital, LLC | 3,302 | $426.0K | 0.06% | +4+0.1% | Added |
| Austin Private Wealth, LLC | 3,305 | $426.5K | 0.03% | +373+12.7% | Added |
| Phoenix Holdings Ltd. | 3,318 | $427.8K | 0.00% | +1,722+107.9% | Added |
| Clifford Group, LLC | 3,315 | $427.8K | 0.33% | +64+2.0% | Added |
| Foster & Motley Inc | 3,317 | $428.0K | 0.02% | −36−1.1% | Reduced |
| Allen Investment Management LLC | 3,318 | $428.2K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,319 | $428.3K | 0.01% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,326 | $429.2K | 0.04% | +9+0.3% | Added |
| MSH Capital Advisors LLC | 3,328 | $429.4K | 0.09% | −40−1.2% | Reduced |
| Rossmore Private Capital | 3,332 | $430.0K | 0.04% | +140+4.4% | Added |
| RM Financial Services, LLC | 3,335 | $430.3K | 0.38% | +3,335 | New |
| CWA Asset Management Group, LLC | 3,336 | $430.5K | 0.02% | −14−0.4% | Reduced |
| Welch Group, LLC | 3,337 | $430.6K | 0.02% | +26+0.8% | Added |
| Abel Hall, LLC | 3,347 | $431.9K | 0.10% | +3,347 | New |
| Wedgewood Investors Inc | 3,350 | $432.3K | 0.49% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,357 | $433.1K | 0.01% | +768+29.7% | Added |
| Successful Portfolios LLC | 3,049 | $433.5K | 0.22% | +496+19.4% | Added |
| Capital Performance Advisors LLP | 3,361 | $433.7K | 0.03% | +979+41.1% | Added |
| Cyndeo Wealth Partners, LLC | 3,363 | $434.0K | 0.02% | −34−1.0% | Reduced |
| Uncommon Cents Investing LLC | 3,382 | $436.4K | 0.11% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 3,387 | $437.1K | 0.13% | −54−1.6% | Reduced |
| Legacy Private Trust Co. | 3,405 | $439.4K | 0.03% | +263+8.4% | Added |
| Marin Bay Wealth Advisors, LLC | 3,411 | $440.1K | 0.25% | +3,411 | New |
| Roundview Capital LLC | 3,427 | $442.2K | 0.03% | +20+0.6% | Added |
| Jacobs Equity LLC | 3,428 | $442.4K | 0.43% | +3,428 | New |
| Moody National Bank Trust Division | 3,436 | $443.4K | 0.04% | +29+0.9% | Added |
| Ballentine Partners, LLC | 3,444 | $444.4K | 0.01% | +81+2.4% | Added |
| SeaCrest Wealth Management, LLC | 3,226 | $444.8K | 0.05% | +194+6.4% | Added |
| Journey Advisory Group, LLC | 3,472 | $448.0K | 0.04% | +22+0.6% | Added |
| Sapient Capital LLC | 3,469 | $449.4K | 0.01% | +3,469 | New |
| Woodmont Investment Counsel LLC | 3,488 | $450.1K | 0.03% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $451.6K | 0.02% | −1,500−30.0% | Reduced |
| Schnieders Capital Management, LLC. | 3,508 | $452.7K | 0.07% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 3,510 | $452.9K | 0.42% | +3,510 | New |
| Field & Main Bank | 3,514 | $453.4K | 0.13% | −204−5.5% | Reduced |
| HCR Wealth Advisors | 3,520 | $454.2K | 0.04% | +41+1.2% | Added |
| Capital Investment Advisory Services, LLC | 3,521 | $454.3K | 0.03% | −96−2.7% | Reduced |
| Sharp Financial Services, LLC | 3,526 | $455.0K | 0.23% | +658+22.9% | Added |
| Atticus Wealth Management, LLC | 3,530 | $455.5K | 0.11% | −477−11.9% | Reduced |
| Harbor Advisors LLC | 3,541 | $456.9K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,551 | $458.2K | 0.03% | 00.0% | Unchanged |
| National Philanthropic Trust | 3,557 | $459.0K | 0.00% | +3,557 | New |
| Uhlmann Price Securities, LLC | 3,598 | $464.0K | 0.28% | +115+3.3% | Added |
| Nwam LLC | 3,326 | $465.0K | 0.03% | +236+7.6% | Added |
| Belpointe Asset Management LLC | 3,608 | $465.6K | 0.02% | +88+2.5% | Added |
| Crawford Investment Counsel Inc | 3,622 | $467.4K | 0.01% | −305−7.8% | Reduced |
| Riverwater Partners LLC | 3,624 | $467.6K | 0.18% | −55−1.5% | Reduced |
| S.A. Mason LLC | 3,629 | $468.3K | 0.19% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 3,635 | $469.0K | 0.16% | −335−8.4% | Reduced |
| Princeton Global Asset Management LLC | 3,678 | $474.6K | 0.08% | −96−2.5% | Reduced |
| Brown Brothers Harriman & Co | 3,681 | $475.0K | 0.00% | +1,349+57.8% | Added |
| Ballew Advisors, Inc | 3,456 | $476.0K | 0.27% | −328−8.7% | Reduced |
| Tripletail Wealth Management, LLC | 3,690 | $476.2K | 0.60% | −22−0.6% | Reduced |
| Trustmark National Bank Trust Department | 3,695 | $476.8K | 0.03% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 3,697 | $477.1K | 0.30% | +242+7.0% | Added |
| Cozad Asset Management Inc | 3,703 | $477.9K | 0.04% | +85+2.3% | Added |
| EFG International AG | 3,704 | $478.0K | 0.01% | +3,704 | New |
| Parkside Financial Bank & Trust | 3,710 | $478.7K | 0.04% | +190+5.4% | Added |
| Hilton Head Capital Partners, LLC | 3,710 | $478.7K | 0.28% | +3,710 | New |
| Ronald Blue Trust, Inc. | 3,717 | $479.7K | 0.01% | −124−3.2% | Reduced |
| Cadinha & Co LLC | 3,720 | $480.0K | 0.07% | −12−0.3% | Reduced |
| Old Point Trust & Financial Services N A | 3,750 | $483.9K | 0.15% | −100−2.6% | Reduced |
| Arista Wealth Management, LLC | 3,753 | $484.3K | 0.06% | +3,753 | New |
| Passumpsic Savings Bank | 3,765 | $485.8K | 0.27% | +3,765 | New |
| Keel Point, LLC | 3,766 | $486.0K | 0.03% | +160+4.4% | Added |
| Capital Investment Advisors, LLC | 3,802 | $490.7K | 0.01% | −295−7.2% | Reduced |
| Clear Harbor Asset Management, LLC | 3,814 | $492.2K | 0.03% | −14−0.4% | Reduced |
| Three Seasons Wealth, LLC | 3,826 | $493.7K | 0.05% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,840 | $495.5K | 0.13% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 3,843 | $495.9K | 0.11% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,850 | $496.8K | 0.07% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,887 | $501.6K | 0.05% | −105−2.6% | Reduced |
| PDS Planning, Inc | 3,890 | $502.0K | 0.03% | +10+0.3% | Added |
| Ransom Advisory, Ltd | 3,891 | $502.1K | 0.20% | +166+4.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $502.2K | 0.00% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,900 | $503.3K | 0.50% | 00.0% | Unchanged |
| Spinnaker Trust | 3,901 | $503.4K | 0.03% | +75+2.0% | Added |
| Campion Asset Management LLC | 3,907 | $504.2K | 0.35% | −43−1.1% | Reduced |
| Hamilton Capital, LLC | 3,909 | $504.5K | 0.03% | +3,909 | New |
| CSS LLC | 3,910 | $504.5K | 0.03% | +3,910 | New |
| RMR Wealth Builders | 3,913 | $505.0K | 0.04% | −10,797−73.4% | Reduced |
| Excalibur Management Corp | 3,922 | $506.1K | 0.18% | −57−1.4% | Reduced |
| Southland Equity Partners LLC | 3,924 | $506.4K | 0.10% | +15+0.4% | Added |
| Frank, Rimerman Advisors LLC | 3,933 | $507.5K | 0.03% | +10+0.3% | Added |
| Cigna Investments Inc | 3,953 | $510.0K | 0.07% | −48−1.2% | Reduced |
| Nilsine Partners, LLC | 3,961 | $511.2K | 0.04% | −254−6.0% | Reduced |
| Freestone Capital Holdings, LLC | 3,966 | $511.8K | 0.02% | −148−3.6% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $516.0K | 0.05% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $516.2K | 8.55% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,010 | $517.5K | 0.02% | +59+1.5% | Added |
| GW Henssler & Associates Ltd | 4,020 | $518.7K | 0.02% | +100+2.6% | Added |
| Essential Partners LLC | 4,020 | $518.7K | 0.16% | +1,052+35.4% | Added |
| Generali Investments, Management Co LLC | 4,021 | $518.9K | 0.10% | +1,228+44.0% | Added |
| Rossby Financial, LCC | 4,040 | $521.3K | 0.16% | +448+12.5% | Added |
| Whalerock Point Partners, LLC | 4,044 | $521.8K | 0.10% | −376−8.5% | Reduced |
| 1248 Management, LLC | 4,046 | $522.1K | 0.28% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,059 | $523.8K | 0.40% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,075 | $525.8K | 0.25% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,075 | $525.9K | 0.01% | +243+6.3% | Added |