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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 2,735 | $352.9K | 0.03% | +2,735 | New |
| SmartHarvest Portfolios, LLC | 2,731 | $352.4K | 0.12% | +2,731 | New |
| McDaniel Terry & Co | 2,730 | $352.3K | 0.03% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,250 | $351.6K | 0.16% | +700+45.2% | Added |
| Aristotle Capital Management, LLC | 2,714 | $350.2K | 0.00% | −463−14.6% | Reduced |
| Indivisible Partners | 2,711 | $349.8K | 0.04% | +2,711 | New |
| Roman Butler Fullerton & Co | 2,463 | $349.6K | 0.09% | +21+0.9% | Added |
| Montag A & Associates Inc | 2,696 | $347.9K | 0.02% | +146+5.7% | Added |
| Kera Capital Partners, Inc. | 2,422 | $347.7K | 0.04% | +165+7.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,694 | $347.6K | 0.17% | +1,149+74.4% | Added |
| Sound View Wealth Advisors Group, LLC | 2,688 | $346.9K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,681 | $346.0K | 0.01% | +2,681 | New |
| Cape Cod Five Cents Savings Bank | 2,625 | $345.1K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,669 | $344.4K | 0.02% | +8+0.3% | Added |
| Plan A Wealth LLC | 2,665 | $343.9K | 0.17% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,664 | $343.8K | 0.00% | +630+31.0% | Added |
| Harrell Investment Partners, LLC | 2,658 | $343.0K | 0.08% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,645 | $341.2K | 0.05% | +10.0% | Added |
| Manske Wealth Management | 2,634 | $339.9K | 0.10% | 00.0% | Unchanged |
| Plancorp, LLC | 2,631 | $339.5K | 0.01% | −222−7.8% | Reduced |
| Armis Advisers, LLC | 1,934 | $339.4K | 0.04% | +1,934 | New |
| Hanson & Doremus Investment Management | 2,628 | $339.0K | 0.04% | −250−8.7% | Reduced |
| E&G Advisors, LP | 2,620 | $338.1K | 0.08% | −100−3.7% | Reduced |
| BCS Wealth Management | 2,610 | $336.7K | 0.03% | +2,610 | New |
| Seamount Financial Group Inc | 2,602 | $335.8K | 0.15% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,601 | $335.6K | 0.01% | +2,601 | New |
| Dodge & Cox | 2,600 | $335.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $335.5K | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,594 | $334.7K | 0.01% | −117−4.3% | Reduced |
| M3 Advisory Group, LLC | 2,594 | $334.7K | 0.20% | +109+4.4% | Added |
| Dividend Assets Capital, LLC | 2,592 | $334.5K | 0.06% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,591 | $334.3K | 0.12% | +23+0.9% | Added |
| Graham Capital Management, L.P. | 2,591 | $334.3K | 0.01% | +2,591 | New |
| Atlas Capital Advisors LLC | 2,584 | $333.4K | 0.04% | +2,584 | New |
| Affinity Investment Advisors, LLC | 2,583 | $333.3K | 0.22% | +2,583 | New |
| Legacy Capital Wealth Partners, LLC | 2,573 | $332.1K | 0.07% | −27−1.0% | Reduced |
| Knightsbridge Asset Management, LLC | 2,573 | $332.0K | 0.05% | +2,573 | New |
| Wakefield Asset Management LLLP | 2,568 | $331.4K | 0.09% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,565 | $331.0K | 0.10% | +109+4.4% | Added |
| Gables Capital Management Inc. | 2,552 | $329.3K | 0.14% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,550 | $329.1K | 0.02% | −117−4.4% | Reduced |
| Elevatus Welath Management | 2,544 | $328.3K | 0.09% | +2,544 | New |
| Capital Advantage, Inc. | 2,542 | $328.0K | 0.04% | +10.0% | Added |
| Founders Financial Securities LLC | 2,539 | $327.7K | 0.02% | +139+5.8% | Added |
| Rehmann Capital Advisory Group | 2,534 | $327.0K | 0.02% | +488+23.9% | Added |
| Warwick Investment Management, Inc. | 2,534 | $327.0K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,532 | $326.7K | 0.13% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $325.8K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 2,522 | $325.4K | 0.03% | +375+17.5% | Added |
| Qsemble Capital Management, LP | 2,501 | $322.7K | 0.03% | +255+11.4% | Added |
| Siemens Fonds Invest GmbH | 2,489 | $322.5K | 0.02% | −3,382−57.6% | Reduced |
| CoreFirst Bank & Trust | 2,498 | $322.3K | 0.17% | −220−8.1% | Reduced |
| Banyan Capital Management, Inc. | 2,495 | $322.0K | 0.14% | −100−3.9% | Reduced |
| Boston Private Wealth LLC | 2,487 | $321.0K | 0.02% | −158−6.0% | Reduced |
| Capstone Investment Advisors, LLC | 2,485 | $320.7K | 0.00% | +2,485 | New |
| Patrick M Sweeney & Associates, Inc | 2,484 | $320.5K | 0.20% | +76+3.2% | Added |
| LBMC Investment Advisors, LLC | 2,474 | $319.2K | 0.02% | +10.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $318.5K | 0.03% | −155−5.9% | Reduced |
| Port Capital LLC | 2,466 | $318.2K | 0.01% | −52−2.1% | Reduced |
| Goodman Financial Corp | 2,466 | $318.2K | 0.06% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 2,450 | $316.1K | 0.21% | +2,450 | New |
| Walker Asset Management, LLC | 2,448 | $315.9K | 0.17% | −193−7.3% | Reduced |
| Pinnacle Bancorp, Inc. | 2,446 | $315.6K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,443 | $315.2K | 0.04% | −1,510−38.2% | Reduced |
| Uniting Wealth Partners, LLC | 2,430 | $313.6K | 0.10% | +4+0.2% | Added |
| Quilter Plc | 2,430 | $313.6K | 0.01% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,429 | $313.4K | 0.11% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,425 | $313.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,424 | $312.8K | 0.06% | +235+10.7% | Added |
| Opal Capital LLC | 1,985 | $312.6K | 0.08% | +1,985 | New |
| Diversified Enterprises, LLC | 2,422 | $312.6K | 0.02% | +307+14.5% | Added |
| Hantz Financial Services, Inc. | 2,410 | $311.0K | 0.00% | +229+10.5% | Added |
| Newman Dignan & Sheerar, Inc. | 2,409 | $310.9K | 0.06% | +753+45.5% | Added |
| Retirement Planning Group | 2,407 | $310.7K | 0.01% | +604+33.5% | Added |
| Ipswich Investment Management Co., Inc. | 2,400 | $309.7K | 0.07% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,395 | $309.1K | 0.00% | +2,395 | New |
| Greenfield Seitz Capital Management, LLC | 2,394 | $308.9K | 0.10% | −450−15.8% | Reduced |
| True North Advisors, LLC | 2,391 | $308.6K | 0.04% | +673+39.2% | Added |
| CFO4Life Group, LLC | 2,390 | $308.4K | 0.04% | −4−0.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,247 | $307.1K | 0.05% | +2,247 | New |
| Laurel Wealth Advisors LLC | 2,375 | $306.5K | 0.04% | −16−0.7% | Reduced |
| Principal Street Partners, LLC | 2,367 | $305.4K | 0.05% | +50+2.2% | Added |
| Atalanta Sosnoff Capital, LLC | 2,365 | $305.2K | 0.01% | +2,365 | New |
| Cross Staff Investments Inc | 2,363 | $304.9K | 0.19% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,362 | $304.8K | 0.04% | +50+2.2% | Added |
| Marietta Investment Partners LLC | 2,360 | $304.5K | 0.06% | −8−0.3% | Reduced |
| Chronos Wealth Management, LLC | 2,359 | $304.4K | 0.14% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,348 | $303.0K | 0.03% | −72−3.0% | Reduced |
| Jacobs & Co | 2,346 | $302.0K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,333 | $301.1K | 0.13% | −75−3.1% | Reduced |
| Trust Point Inc. | 2,330 | $300.7K | 0.02% | −28−1.2% | Reduced |
| BancorpSouth Bank | 2,329 | $300.5K | 0.02% | −6−0.3% | Reduced |
| AIA Group Ltd | 2,325 | $300.0K | 0.00% | +2,325 | New |
| Vestor Capital, LLC | 201 | $300.0K | 0.02% | −2,121−91.3% | Reduced |
| Pure Financial Advisors, Inc. | 2,325 | $300.0K | 0.00% | +46+2.0% | Added |
| JT Stratford LLC | 2,321 | $299.5K | 0.04% | +316+15.8% | Added |
| Gilliland Jeter Wealth Management LLC | 2,320 | $299.4K | 0.09% | +12+0.5% | Added |
| Klingman & Associates, LLC | 2,319 | $299.2K | 0.01% | −4,787−67.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,314 | $299.0K | 0.08% | −170−6.8% | Reduced |
| Zullo Investment Group, Inc. | 2,308 | $297.9K | 0.11% | −160−6.5% | Reduced |