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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 5,269 | $679.9K | 0.03% | −79−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,255 | $678.1K | 0.02% | −1,510−22.3% | Reduced |
| CFS Investment Advisory Services, LLC | 5,236 | $675.7K | 0.05% | +101+2.0% | Added |
| FRG Family Wealth Advisors LLC | 5,233 | $675.3K | 0.10% | −470−8.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,206 | $671.8K | 0.10% | +258+5.2% | Added |
| Gallagher Capital Advisors, LLC | 35,857 | $670.8K | 0.43% | +33,986+1,816.5% | Added |
| Westhampton Capital, LLC | 5,190 | $669.7K | 0.32% | −150−2.8% | Reduced |
| Cornerstone Wealth Group, LLC | 5,172 | $667.4K | 0.05% | +81+1.6% | Added |
| SummitTX Capital, L.P. | 5,168 | $666.9K | 0.02% | +5,168 | New |
| Baring Financial LLC | 5,167 | $666.7K | 0.41% | −17−0.3% | Reduced |
| Atom Investors LP | 5,166 | $666.6K | 0.05% | −1,211−19.0% | Reduced |
| Checchi Capital Advisers, LLC | 5,144 | $663.8K | 0.05% | +20.0% | Added |
| Leonteq Securities AG | 5,136 | $662.7K | 0.04% | +2,929+132.7% | Added |
| Advisor OS, LLC | 5,125 | $661.4K | 0.05% | +566+12.4% | Added |
| Linscomb & Williams, Inc. | 5,090 | $656.8K | 0.03% | −6−0.1% | Reduced |
| Worth Financial Advisory Group, LLC | 5,084 | $656.0K | 0.32% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,077 | $655.1K | 0.01% | −390−7.1% | Reduced |
| Rexford Capital Inc | 5,046 | $651.1K | 0.49% | −11−0.2% | Reduced |
| Purkiss Capital Advisors LLC | 5,032 | $649.3K | 0.30% | −40−0.8% | Reduced |
| Valley Brook Capital Group | 5,028 | $648.8K | 0.43% | −248−4.7% | Reduced |
| Rosenberg Matthew Hamilton | 5,020 | $647.8K | 0.13% | −27−0.5% | Reduced |
| Ostrum Asset Management | 5,014 | $647.0K | 0.03% | −1,662−24.9% | Reduced |
| Augustine Asset Management Inc | 5,013 | $646.9K | 0.13% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 5,000 | $645.2K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,000 | $645.2K | 0.04% | +5,000 | New |
| Cito Capital Group, LLC | 5,000 | $645.0K | 0.19% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 4,994 | $644.5K | 0.43% | +1,209+31.9% | Added |
| Modern Wealth Management, LLC | 4,991 | $644.0K | 0.01% | +554+12.5% | Added |
| Everhart Financial Group, Inc. | 4,989 | $643.8K | 0.06% | +341+7.3% | Added |
| Garrison Point Advisors, LLC | 4,980 | $642.6K | 0.28% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,964 | $640.6K | 0.02% | −20.0% | Reduced |
| Venturi Wealth Management, LLC | 4,953 | $639.1K | 0.03% | −84−1.7% | Reduced |
| Autumn Glory Partners, LLC | 4,943 | $637.8K | 0.22% | +253+5.4% | Added |
| Adviser Investments LLC | 4,930 | $636.2K | 0.01% | +588+13.5% | Added |
| Jackson Hole Capital Partners, LLC | 4,922 | $635.2K | 0.11% | −59−1.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,599 | $634.1K | 0.22% | +21+0.5% | Added |
| Everpar Advisors LLC | 4,902 | $632.6K | 0.23% | −455−8.5% | Reduced |
| Dearborn Partners LLC | 4,872 | $628.7K | 0.03% | +57+1.2% | Added |
| StoneX Group Inc. | 4,860 | $626.7K | 0.03% | −1,798−27.0% | Reduced |
| Fidelis Capital Partners, LLC | 4,847 | $625.4K | 0.05% | +281+6.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,793 | $618.5K | 0.05% | +2,397+100.0% | Added |
| NVWM, LLC | 4,792 | $618.3K | 0.13% | +67+1.4% | Added |
| Tradewinds, LLC. | 4,786 | $617.5K | 0.15% | −277−5.5% | Reduced |
| Whittier Trust Co | 4,516 | $617.1K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 4,776 | $616.3K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,736 | $611.2K | 0.07% | +429+10.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,732 | $610.6K | 0.02% | +1,632+52.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,730 | $610.4K | 0.03% | +30+0.6% | Added |
| AMG National Trust Bank | 4,682 | $604.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,631 | $597.6K | 0.06% | −90−1.9% | Reduced |
| 5T Wealth, LLC | 4,631 | $597.5K | 0.24% | −572−11.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,610 | $594.9K | 0.08% | −1,048−18.5% | Reduced |
| KCM Investment Advisors LLC | 4,600 | $593.5K | 0.02% | −36−0.8% | Reduced |
| B&L Asset Management LLC | 4,598 | $593.3K | 0.27% | +1,328+40.6% | Added |
| AlphaGrep UK Ltd | 4,571 | $589.8K | 0.20% | +4,571 | New |
| GTS Securities LLC | 4,532 | $584.8K | 0.02% | +4,532 | New |
| GWN Securities Inc. | 4,512 | $582.3K | 0.12% | +532+13.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,504 | $581.3K | 0.03% | +207+4.8% | Added |
| Veracity Capital LLC | 4,480 | $578.1K | 0.17% | +19+0.4% | Added |
| Wealth Advisory Solutions, LLC | 4,479 | $578.0K | 0.13% | −1,590−26.2% | Reduced |
| Lincoln Capital LLC | 4,460 | $575.6K | 0.10% | +168+3.9% | Added |
| Charter Trust Co | 4,445 | $573.6K | 0.03% | −167−3.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,444 | $573.5K | 0.16% | +14+0.3% | Added |
| Armor Investment Advisors, LLC | 4,439 | $572.9K | 0.21% | −416−8.6% | Reduced |
| Guardian Wealth Management, Inc. | 4,433 | $572.1K | 0.34% | −49−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,423 | $570.7K | 0.03% | +4,423 | New |
| Focus Financial Network, Inc. | 4,422 | $570.6K | 0.02% | +35+0.8% | Added |
| Quantbot Technologies LP | 4,396 | $567.3K | 0.02% | −13,303−75.2% | Reduced |
| LVM Capital Management Ltd | 4,395 | $567.0K | 0.05% | −200−4.4% | Reduced |
| Basepoint Wealth LLC | 4,393 | $566.9K | 0.34% | −910−17.2% | Reduced |
| WP Advisors, LLC | 4,389 | $566.3K | 0.14% | −118−2.6% | Reduced |
| Impact Partnership Wealth, LLC | 4,383 | $565.6K | 0.07% | +4,383 | New |
| Western Wealth Management, LLC | 4,376 | $564.7K | 0.03% | +276+6.7% | Added |
| waypoint wealth counsel | 4,348 | $561.1K | 0.21% | +549+14.5% | Added |
| Islay Capital Management, LLC | 4,335 | $559.4K | 0.33% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 4,327 | $558.4K | 0.39% | −121−2.7% | Reduced |
| Empire Financial Management Company, LLC | 4,276 | $551.8K | 0.12% | +100+2.4% | Added |
| Ci Investments Inc. | 4,264 | $550.2K | 0.00% | −1,104−20.6% | Reduced |
| Moment Partners, LLC | 4,261 | $549.9K | 0.11% | −748−14.9% | Reduced |
| Argyle Capital Partners, LLC | 4,247 | $548.0K | 0.40% | −36−0.8% | Reduced |
| Aull & Monroe Investment Management Corp | 4,237 | $546.7K | 0.27% | +100+2.4% | Added |
| Gratus Wealth Advisors, LLC | 4,236 | $546.6K | 0.08% | +83+2.0% | Added |
| Johnson & White Wealth Management, LLC | 4,235 | $546.4K | 0.24% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,225 | $545.2K | 0.01% | +534+14.5% | Added |
| Smartleaf Asset Management LLC | 4,207 | $545.2K | 0.02% | +349+9.0% | Added |
| Jackson Thornton Asset Management, LLC | 3,985 | $544.5K | 0.05% | +422+11.8% | Added |
| Quest Partners LLC | 4,220 | $544.5K | 0.03% | −303−6.7% | Reduced |
| Palisade Asset Management, LLC | 4,210 | $543.3K | 0.05% | −178−4.1% | Reduced |
| Annex Advisory Services, LLC | 4,176 | $538.8K | 0.01% | −437−9.5% | Reduced |
| Means Investment Co., Inc. | 4,170 | $538.1K | 0.05% | +10.0% | Added |
| Simplex Trading, LLC | 4,155 | $536.2K | 0.02% | −18,927−82.0% | Reduced |
| Mill Capital Management, LLC | 4,144 | $534.7K | 0.04% | 00.0% | Unchanged |
| SAM Advisors, LLC | 4,136 | $533.7K | 0.17% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 4,133 | $533.3K | 0.24% | −209−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,127 | $532.5K | 0.00% | +4,127 | New |
| Burford Brothers, Inc. | 4,123 | $532.0K | 0.22% | +20.0% | Added |
| CX Institutional | 4,107 | $530.0K | 0.02% | −85−2.0% | Reduced |
| Biltmore Wealth Management, LLC | 4,099 | $529.0K | 0.20% | +26+0.6% | Added |
| Alchemi Wealth, LLC | 4,097 | $528.8K | 0.29% | +4,097 | New |
| Manning & Napier Advisors LLC | 4,079 | $528.5K | 0.01% | −5,503−57.4% | Reduced |