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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 3,318 | $427.8K | 0.00% | +1,722+107.9% | Added |
| Austin Private Wealth, LLC | 3,305 | $426.5K | 0.03% | +373+12.7% | Added |
| Blue Edge Capital, LLC | 3,302 | $426.0K | 0.06% | +4+0.1% | Added |
| Carlson Capital L P | 3,300 | $425.8K | 0.21% | −3,700−52.9% | Reduced |
| Larson Financial Group LLC | 3,287 | $424.1K | 0.01% | −79−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 3,282 | $423.5K | 0.03% | −3−0.1% | Reduced |
| Voleon Capital Management LP | 3,281 | $423.4K | 0.01% | −25,574−88.6% | Reduced |
| Courier Capital LLC | 3,277 | $422.9K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,255 | $420.1K | 0.01% | +292+9.9% | Added |
| Independence Bank of Kentucky | 3,255 | $420.0K | 0.05% | +14+0.4% | Added |
| Corps Capital Advisors, LLC | 3,254 | $419.9K | 0.43% | −358−9.9% | Reduced |
| Waldron Private Wealth LLC | 3,250 | $419.4K | 0.02% | +10+0.3% | Added |
| Hartford Financial Management Inc. | 3,248 | $419.2K | 0.11% | −2−0.1% | Reduced |
| Sentinus, LLC | 3,247 | $419.0K | 0.04% | +3,247 | New |
| Master's Wealth Management Inc. | 3,246 | $418.9K | 0.15% | +425+15.1% | Added |
| Ambassador Advisors, LLC | 3,245 | $418.7K | 0.06% | −4−0.1% | Reduced |
| Berkshire Asset Management LLC | 3,244 | $418.6K | 0.02% | +1,118+52.6% | Added |
| Strategy Asset Managers LLC | 3,233 | $417.2K | 0.07% | +166+5.4% | Added |
| Pacifica Partners Inc. | 3,192 | $416.8K | 0.19% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 3,229 | $416.7K | 0.11% | +3,229 | New |
| Vaughan David Investments LLC | 3,221 | $416.0K | 0.01% | −648−16.7% | Reduced |
| Second Line Capital, LLC | 3,213 | $414.6K | 0.09% | +79+2.5% | Added |
| GHP Investment Advisors, Inc. | 3,210 | $414.2K | 0.02% | +72+2.3% | Added |
| LCNB Corp | 3,209 | $414.1K | 0.14% | +200+6.6% | Added |
| Brandywine Oak Private Wealth LLC | 3,206 | $413.7K | 0.03% | −54−1.7% | Reduced |
| Vista Investment Partners LLC | 3,198 | $412.7K | 0.11% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 2,900 | $412.5K | 0.28% | +2,900 | New |
| Aprio Wealth Management, LLC | 1,788 | $412.0K | 0.02% | +67+3.9% | Added |
| Accurate Wealth Management, LLC | 2,885 | $410.2K | 0.05% | +43+1.5% | Added |
| Weaver Consulting Group | 3,176 | $409.8K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,173 | $409.8K | 0.01% | +77+2.5% | Added |
| GenTrust, LLC | 3,176 | $409.8K | 0.02% | +3,176 | New |
| Forza Wealth Management, LLC | 3,167 | $408.7K | 0.15% | +493+18.4% | Added |
| Stratos Wealth Advisors, LLC | 3,163 | $408.2K | 0.02% | −298−8.6% | Reduced |
| Athena Investment Management | 3,161 | $407.9K | 0.21% | −53−1.6% | Reduced |
| Ritholtz Wealth Management | 3,158 | $407.5K | 0.01% | +1,280+68.2% | Added |
| Hazlett, Burt & Watson, Inc. | 3,149 | $407.0K | 0.13% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,151 | $406.6K | 0.03% | −9−0.3% | Reduced |
| Flputnam Investment Management Co | 3,149 | $406.3K | 0.01% | +4+0.1% | Added |
| Granite Group Advisors, LLC | 3,148 | $406.2K | 0.23% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,145 | $405.8K | 0.02% | +10+0.3% | Added |
| Investment Research Partners LLC | 3,130 | $403.9K | 0.17% | +410+15.1% | Added |
| Cfo Capital Management LLC | 3,125 | $403.3K | 0.30% | +3,125 | New |
| Aster Capital Management (DIFC) Ltd | 3,102 | $400.3K | 0.18% | +3,102 | New |
| Measured Risk Portfolios, Inc. | 3,090 | $398.7K | 0.46% | −125−3.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,084 | $398.0K | 0.01% | 00.0% | Unchanged |
| Univest Financial Corp | 3,077 | $397.0K | 0.02% | −138−4.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,058 | $394.6K | 0.05% | −27−0.9% | Reduced |
| Stokes Family Office, LLC | 3,047 | $393.2K | 0.04% | −44−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,035 | $391.7K | 0.01% | +198+7.0% | Added |
| Van Strum & Towne Inc. | 3,031 | $391.1K | 0.11% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,028 | $390.8K | 0.06% | +1,277+72.9% | Added |
| Scotia Capital Inc. | 3,025 | $390.3K | 0.00% | +50+1.7% | Added |
| Triad Wealth Partners, LLC | 3,018 | $389.4K | 0.04% | +246+8.9% | Added |
| Two Sigma Securities, LLC | 3,017 | $389.3K | 0.05% | +3,017 | New |
| MTM Investment Management, LLC | 3,012 | $388.7K | 0.12% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3,011 | $388.5K | 0.24% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,008 | $388.2K | 0.02% | +1,015+50.9% | Added |
| SCP Investment, LP | 3,000 | $387.1K | 0.32% | +3,000 | New |
| Waterloo Capital, L.P. | 2,998 | $386.9K | 0.03% | −746−19.9% | Reduced |
| Kanawha Capital Management LLC | 2,995 | $386.5K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,994 | $386.3K | 0.06% | −423−12.4% | Reduced |
| Plimoth Trust Co LLC | 2,984 | $385.1K | 0.09% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,984 | $385.0K | 0.05% | −411−12.1% | Reduced |
| Vectors Research Management, LLC | 2,977 | $384.2K | 0.12% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,977 | $384.1K | 0.06% | +1,162+64.0% | Added |
| Aries Wealth Management | 2,973 | $383.6K | 0.08% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,965 | $382.6K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,954 | $381.2K | 0.04% | +958+48.0% | Added |
| IFG Advisory, LLC | 2,938 | $379.2K | 0.02% | +2+0.1% | Added |
| First National Bank Sioux Falls | 2,938 | $379.1K | 0.11% | 00.0% | Unchanged |
| Thomasville National Bank | 2,934 | $378.6K | 0.02% | −83−2.8% | Reduced |
| Teamwork Financial Advisors, LLC | 2,925 | $377.4K | 0.04% | +973+49.8% | Added |
| Jump Financial, LLC | 2,924 | $377.3K | 0.00% | −11,621−79.9% | Reduced |
| Persium Advisors, LLC | 2,917 | $376.4K | 0.27% | +15+0.5% | Added |
| Summit Global Investments | 2,918 | $376.0K | 0.02% | −83−2.8% | Reduced |
| Reuter James Wealth Management, LLC | 2,899 | $374.1K | 0.05% | −192−6.2% | Reduced |
| Foster Group, Inc. | 2,880 | $371.7K | 0.01% | +2,880 | New |
| Howard Capital Management Inc. | 2,866 | $369.8K | 0.00% | +15+0.5% | Added |
| Westpac Banking Corp | 2,860 | $369.1K | 0.02% | +2,860 | New |
| SFMG, LLC | 2,859 | $369.0K | 0.02% | +1,000+53.8% | Added |
| Catalyst Financial Partners LLC | 2,857 | $368.7K | 0.04% | +990+53.0% | Added |
| Merrion Investment Management Co, LLC | 2,850 | $367.8K | 0.20% | −1,650−36.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,835 | $365.8K | 0.01% | +2,835 | New |
| Sterling Wealth Management, Inc. | 2,830 | $365.2K | 0.10% | +2,830 | New |
| Thompson Siegel & Walmsley LLC | 2,818 | $364.0K | 0.01% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 2,810 | $362.6K | 0.27% | −50−1.7% | Reduced |
| Stiles Financial Services Inc | 2,806 | $362.1K | 0.11% | +13+0.5% | Added |
| Beaton Management Co. Inc. | 2,808 | $362.0K | 0.16% | −55−1.9% | Reduced |
| Tritonpoint Wealth, LLC | 2,788 | $359.8K | 0.04% | −203−6.8% | Reduced |
| Conning Inc. | 2,779 | $358.6K | 0.01% | −856−23.5% | Reduced |
| Compass Capital Corp | 2,280 | $358.4K | 0.14% | −117−4.9% | Reduced |
| Liberty Capital Management, Inc. | 2,772 | $357.7K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,770 | $357.5K | 0.01% | −59,532−95.6% | Reduced |
| Journey Strategic Wealth LLC | 2,767 | $357.1K | 0.01% | +124+4.7% | Added |
| Northcape Wealth Management, LLC | 2,767 | $357.1K | 0.10% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,761 | $356.4K | 0.19% | +514+22.9% | Added |
| Connecticut Wealth Management, LLC | 2,743 | $354.0K | 0.02% | −1,787−39.4% | Reduced |
| Duncan Williams Asset Management, LLC | 2,287 | $353.8K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,738 | $353.3K | 0.04% | 00.0% | Unchanged |