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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 4,093 | $528.2K | 0.01% | −19−0.5% | Reduced |
| FineMark National Bank & Trust | 4,093 | $528.2K | 0.02% | −169−4.0% | Reduced |
| Busey Wealth Management | 4,086 | $527.3K | 0.01% | +631+18.3% | Added |
| Harbour Investments, Inc. | 4,079 | $526.4K | 0.01% | −5−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,075 | $525.9K | 0.01% | +243+6.3% | Added |
| Peoples Financial Services Corp. | 4,075 | $525.8K | 0.25% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,059 | $523.8K | 0.40% | 00.0% | Unchanged |
| 1248 Management, LLC | 4,046 | $522.1K | 0.28% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 4,044 | $521.8K | 0.10% | −376−8.5% | Reduced |
| Rossby Financial, LCC | 4,040 | $521.3K | 0.16% | +448+12.5% | Added |
| Generali Investments, Management Co LLC | 4,021 | $518.9K | 0.10% | +1,228+44.0% | Added |
| Essential Partners LLC | 4,020 | $518.7K | 0.16% | +1,052+35.4% | Added |
| GW Henssler & Associates Ltd | 4,020 | $518.7K | 0.02% | +100+2.6% | Added |
| Fulton Bank, N.A. | 4,010 | $517.5K | 0.02% | +59+1.5% | Added |
| Oakland Financial Corp | 4,000 | $516.2K | 8.55% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $516.0K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,966 | $511.8K | 0.02% | −148−3.6% | Reduced |
| Nilsine Partners, LLC | 3,961 | $511.2K | 0.04% | −254−6.0% | Reduced |
| Cigna Investments Inc | 3,953 | $510.0K | 0.07% | −48−1.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,933 | $507.5K | 0.03% | +10+0.3% | Added |
| Southland Equity Partners LLC | 3,924 | $506.4K | 0.10% | +15+0.4% | Added |
| Excalibur Management Corp | 3,922 | $506.1K | 0.18% | −57−1.4% | Reduced |
| RMR Wealth Builders | 3,913 | $505.0K | 0.04% | −10,797−73.4% | Reduced |
| CSS LLC | 3,910 | $504.5K | 0.03% | +3,910 | New |
| Hamilton Capital, LLC | 3,909 | $504.5K | 0.03% | +3,909 | New |
| Campion Asset Management LLC | 3,907 | $504.2K | 0.35% | −43−1.1% | Reduced |
| Spinnaker Trust | 3,901 | $503.4K | 0.03% | +75+2.0% | Added |
| Smart Portfolios, LLC | 3,900 | $503.3K | 0.50% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $502.2K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,891 | $502.1K | 0.20% | +166+4.5% | Added |
| PDS Planning, Inc | 3,890 | $502.0K | 0.03% | +10+0.3% | Added |
| Syntegra Private Wealth Group, LLC | 3,887 | $501.6K | 0.05% | −105−2.6% | Reduced |
| John G Ullman & Associates Inc | 3,850 | $496.8K | 0.07% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 3,843 | $495.9K | 0.11% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,840 | $495.5K | 0.13% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 3,826 | $493.7K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,814 | $492.2K | 0.03% | −14−0.4% | Reduced |
| Capital Investment Advisors, LLC | 3,802 | $490.7K | 0.01% | −295−7.2% | Reduced |
| Keel Point, LLC | 3,766 | $486.0K | 0.03% | +160+4.4% | Added |
| Passumpsic Savings Bank | 3,765 | $485.8K | 0.27% | +3,765 | New |
| Arista Wealth Management, LLC | 3,753 | $484.3K | 0.06% | +3,753 | New |
| Old Point Trust & Financial Services N A | 3,750 | $483.9K | 0.15% | −100−2.6% | Reduced |
| Cadinha & Co LLC | 3,720 | $480.0K | 0.07% | −12−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,717 | $479.7K | 0.01% | −124−3.2% | Reduced |
| 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 |
| EFG International AG | 3,704 | $478.0K | 0.01% | +3,704 | New |
| Cozad Asset Management Inc | 3,703 | $477.9K | 0.04% | +85+2.3% | Added |
| Riverbend Wealth Management, LLC | 3,697 | $477.1K | 0.30% | +242+7.0% | Added |
| Trustmark National Bank Trust Department | 3,695 | $476.8K | 0.03% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 3,690 | $476.2K | 0.60% | −22−0.6% | Reduced |
| Ballew Advisors, Inc | 3,456 | $476.0K | 0.27% | −328−8.7% | Reduced |
| Brown Brothers Harriman & Co | 3,681 | $475.0K | 0.00% | +1,349+57.8% | Added |
| Princeton Global Asset Management LLC | 3,678 | $474.6K | 0.08% | −96−2.5% | Reduced |
| Demars Financial Group, LLC | 3,635 | $469.0K | 0.16% | −335−8.4% | Reduced |
| S.A. Mason LLC | 3,629 | $468.3K | 0.19% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,624 | $467.6K | 0.18% | −55−1.5% | Reduced |
| Crawford Investment Counsel Inc | 3,622 | $467.4K | 0.01% | −305−7.8% | Reduced |
| Belpointe Asset Management LLC | 3,608 | $465.6K | 0.02% | +88+2.5% | Added |
| Nwam LLC | 3,326 | $465.0K | 0.03% | +236+7.6% | Added |
| Uhlmann Price Securities, LLC | 3,598 | $464.0K | 0.28% | +115+3.3% | Added |
| National Philanthropic Trust | 3,557 | $459.0K | 0.00% | +3,557 | New |
| Strategic Wealth Partners, Ltd. | 3,551 | $458.2K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $456.9K | 0.07% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,530 | $455.5K | 0.11% | −477−11.9% | Reduced |
| Sharp Financial Services, LLC | 3,526 | $455.0K | 0.23% | +658+22.9% | Added |
| Capital Investment Advisory Services, LLC | 3,521 | $454.3K | 0.03% | −96−2.7% | Reduced |
| HCR Wealth Advisors | 3,520 | $454.2K | 0.04% | +41+1.2% | Added |
| Field & Main Bank | 3,514 | $453.4K | 0.13% | −204−5.5% | Reduced |
| Snowwater Investment Partners, LLC | 3,510 | $452.9K | 0.42% | +3,510 | New |
| Schnieders Capital Management, LLC. | 3,508 | $452.7K | 0.07% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $451.6K | 0.02% | −1,500−30.0% | Reduced |
| Woodmont Investment Counsel LLC | 3,488 | $450.1K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,469 | $449.4K | 0.01% | +3,469 | New |
| Journey Advisory Group, LLC | 3,472 | $448.0K | 0.04% | +22+0.6% | Added |
| SeaCrest Wealth Management, LLC | 3,226 | $444.8K | 0.05% | +194+6.4% | Added |
| Ballentine Partners, LLC | 3,444 | $444.4K | 0.01% | +81+2.4% | Added |
| Moody National Bank Trust Division | 3,436 | $443.4K | 0.04% | +29+0.9% | Added |
| Jacobs Equity LLC | 3,428 | $442.4K | 0.43% | +3,428 | New |
| Roundview Capital LLC | 3,427 | $442.2K | 0.03% | +20+0.6% | Added |
| Marin Bay Wealth Advisors, LLC | 3,411 | $440.1K | 0.25% | +3,411 | New |
| Legacy Private Trust Co. | 3,405 | $439.4K | 0.03% | +263+8.4% | Added |
| Corbyn Investment Management Inc | 3,387 | $437.1K | 0.13% | −54−1.6% | Reduced |
| Uncommon Cents Investing LLC | 3,382 | $436.4K | 0.11% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,363 | $434.0K | 0.02% | −34−1.0% | Reduced |
| Capital Performance Advisors LLP | 3,361 | $433.7K | 0.03% | +979+41.1% | Added |
| Successful Portfolios LLC | 3,049 | $433.5K | 0.22% | +496+19.4% | Added |
| Ascent Group, LLC | 3,357 | $433.1K | 0.01% | +768+29.7% | Added |
| Wedgewood Investors Inc | 3,350 | $432.3K | 0.49% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,347 | $431.9K | 0.10% | +3,347 | New |
| Welch Group, LLC | 3,337 | $430.6K | 0.02% | +26+0.8% | Added |
| CWA Asset Management Group, LLC | 3,336 | $430.5K | 0.02% | −14−0.4% | Reduced |
| RM Financial Services, LLC | 3,335 | $430.3K | 0.38% | +3,335 | New |
| Rossmore Private Capital | 3,332 | $430.0K | 0.04% | +140+4.4% | Added |
| MSH Capital Advisors LLC | 3,328 | $429.4K | 0.09% | −40−1.2% | Reduced |
| Tanager Wealth Management LLP | 3,326 | $429.2K | 0.04% | +9+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 3,319 | $428.3K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,318 | $428.2K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,317 | $428.0K | 0.02% | −36−1.1% | Reduced |
| Clifford Group, LLC | 3,315 | $427.8K | 0.33% | +64+2.0% | Added |