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 |
|---|---|---|---|---|---|
| Lawood & Co | 2,297 | $296.4K | 0.28% | +2,297 | New |
| Callahan Advisors, LLC | 2,296 | $296.3K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,292 | $295.8K | 0.01% | −139−5.7% | Reduced |
| Perbak Capital Partners LLP | 2,292 | $295.8K | 0.09% | +2,292 | New |
| Financial Engines Advisors L.L.C. | 2,290 | $295.5K | 0.00% | −17−0.7% | Reduced |
| Douglas Lane & Associates, LLC | 2,290 | $295.5K | 0.00% | +340+17.4% | Added |
| Berger Financial Group, Inc | 2,288 | $295.2K | 0.02% | −163−6.7% | Reduced |
| Blackhawk Capital Partners LLC. | 2,287 | $295.1K | 0.11% | +102+4.7% | Added |
| Chelsea Counsel Co | 2,285 | $294.9K | 0.13% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,283 | $294.6K | 0.01% | +50+2.2% | Added |
| Monetary Management Group Inc | 2,280 | $294.2K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,280 | $294.2K | 0.23% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,275 | $293.6K | 0.04% | −215−8.6% | Reduced |
| Riversedge Advisors, LLC | 2,275 | $293.5K | 0.05% | +722+46.5% | Added |
| Flywheel Private Wealth LLC | 2,273 | $293.3K | 0.18% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,273 | $293.3K | 0.08% | +2,273 | New |
| Denver Wealth Management, Inc. | 2,272 | $293.2K | 0.10% | −114−4.8% | Reduced |
| Goelzer Investment Management, Inc. | 2,270 | $292.9K | 0.01% | −23−1.0% | Reduced |
| Cadent Capital Advisors, LLC | 2,267 | $292.6K | 0.08% | +10+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,257 | $291.2K | 0.02% | +631+38.8% | Added |
| Disciplined Investors, L.L.C. | 2,249 | $290.2K | 0.19% | +54+2.5% | Added |
| Adkins Seale Capital Management LLC | 2,246 | $289.8K | 0.29% | +2,246 | New |
| Ocean Capital Management, LLC | 2,242 | $289.3K | 0.06% | +5+0.2% | Added |
| Wick Capital Partners, LLC | 2,239 | $288.9K | 0.05% | +2,239 | New |
| MV Capital Management, Inc. | 2,220 | $286.5K | 0.03% | +108+5.1% | Added |
| Tributary Capital Management, LLC | 2,205 | $284.5K | 0.03% | −40−1.8% | Reduced |
| PFG Private Wealth Management, LLC | 2,205 | $284.5K | 0.12% | +2,205 | New |
| Red Door Wealth Management, LLC | 2,203 | $284.3K | 0.03% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,201 | $284.0K | 0.08% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,192 | $282.9K | 0.10% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,191 | $282.7K | 0.05% | +389+21.6% | Added |
| HBW Advisory Services LLC | 2,186 | $282.1K | 0.03% | +25+1.2% | Added |
| Consolidated Planning Corp | 2,186 | $282.0K | 0.03% | −5−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,181 | $281.5K | 0.04% | +144+7.1% | Added |
| SkyOak Wealth, LLC | 2,178 | $281.0K | 0.05% | −200−8.4% | Reduced |
| Baker Avenue Asset Management, LP | 2,177 | $281.0K | 0.01% | +97+4.7% | Added |
| First Financial Bank - Trust Division | 2,177 | $280.9K | 0.02% | −10−0.5% | Reduced |
| Calton & Associates, Inc. | 2,168 | $279.7K | 0.04% | +114+5.6% | Added |
| Beaumont Financial Advisors, LLC | 2,167 | $279.6K | 0.02% | −30−1.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,158 | $278.4K | 0.03% | −427−16.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,153 | $277.9K | 0.11% | −216−9.1% | Reduced |
| Seven Mile Advisory | 2,152 | $277.7K | 0.05% | +2,152 | New |
| Crestwood Advisors Group LLC | 2,145 | $276.8K | 0.00% | +532+33.0% | Added |
| Meridian Wealth Management, LLC | 2,129 | $274.8K | 0.01% | +582+37.6% | Added |
| TD Capital Management LLC | 2,127 | $274.5K | 0.02% | +10.0% | Added |
| CrossGen Wealth, LLC | 2,125 | $274.2K | 0.24% | +2,125 | New |
| Naples Global Advisors, LLC | 2,124 | $274.1K | 0.02% | +3+0.1% | Added |
| Capital Analysts, LLC | 2,123 | $274.0K | 0.01% | 00.0% | Unchanged |
| Leisure Capital Management | 2,121 | $273.7K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,113 | $272.7K | 0.11% | −463−18.0% | Reduced |
| Post Resch Tallon Group Inc. | 2,110 | $272.3K | 0.23% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,110 | $272.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,099 | $270.9K | 0.03% | +99+5.0% | Added |
| Pflug Koory, LLC | 2,094 | $270.3K | 0.13% | −350−14.3% | Reduced |
| Anchor Investment Management, LLC | 2,094 | $270.2K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,093 | $270.1K | 0.01% | −205−8.9% | Reduced |
| RiverFront Investment Group, LLC | 2,090 | $269.7K | 0.00% | +269+14.8% | Added |
| Brooks, Moore & Associates, Inc. | 2,085 | $269.0K | 0.13% | +100+5.0% | Added |
| Alan B. Lancz & Associates, Inc. | 2,082 | $268.7K | 0.24% | 00.0% | Unchanged |
| McAdam, LLC | 2,068 | $266.8K | 0.01% | +208+11.2% | Added |
| Quent Capital, LLC | 2,067 | $266.7K | 0.02% | +82+4.1% | Added |
| Pursuit Wealth Strategies, LLC | 2,064 | $266.3K | 0.37% | +2,064 | New |
| Waters Parkerson & Co., LLC | 2,061 | $266.0K | 0.01% | −13−0.6% | Reduced |
| Flatrock Wealth Partners LLC | 2,051 | $264.7K | 0.13% | +2,051 | New |
| LRI Investments, LLC | 2,050 | $264.6K | 0.02% | −510−19.9% | Reduced |
| Chicago Capital, LLC | 2,042 | $263.5K | 0.01% | +200+10.9% | Added |
| Portside Wealth Group, LLC | 2,036 | $262.7K | 0.04% | +3+0.1% | Added |
| Defender Capital, LLC. | 2,036 | $262.7K | 0.09% | +2,036 | New |
| Cabot Wealth Management Inc | 2,035 | $262.6K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,030 | $261.9K | 0.05% | +156+8.3% | Added |
| Nemes Rush Group LLC | 2,028 | $261.7K | 0.02% | +26+1.3% | Added |
| L2 Asset Management, LLC | 2,027 | $261.6K | 0.03% | +134+7.1% | Added |
| Fortune Financial Advisors, LLC | 2,020 | $260.7K | 0.18% | −40−1.9% | Reduced |
| Acropolis Investment Management, LLC | 2,004 | $258.6K | 0.01% | −456−18.5% | Reduced |
| Highlander Partners, L.P. | 2,000 | $258.1K | 0.09% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,000 | $258.1K | 0.13% | +100+5.3% | Added |
| BKM Wealth Management, LLC | 1,995 | $257.4K | 0.09% | −32−1.6% | Reduced |
| Silver Coast Investments LLC | 1,994 | $257.3K | 0.09% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,994 | $257.3K | 0.02% | +150+8.1% | Added |
| LeClair Wealth Partners LLC | 1,992 | $257.0K | 0.15% | +36+1.8% | Added |
| Live Oak Private Wealth LLC | 1,991 | $256.9K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,990 | $256.8K | 0.04% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $256.8K | 0.05% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,989 | $256.7K | 0.03% | +74+3.9% | Added |
| Pettyjohn, Wood & White, Inc | 1,985 | $256.1K | 0.04% | +125+6.7% | Added |
| Meixler Investment Management, Ltd. | 1,984 | $256.0K | 0.16% | +157+8.6% | Added |
| Financial Advisors Network, Inc. | 1,982 | $255.8K | 0.04% | +95+5.0% | Added |
| Intrinsic Value Partners, LLC | 1,977 | $255.1K | 0.19% | −820−29.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $255.0K | 0.00% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,974 | $254.7K | 0.02% | +1,974 | New |
| Nicolet Bankshares Inc | 1,971 | $254.3K | 0.04% | 00.0% | Unchanged |
| Benchmark Financial, LLC | 1,961 | $253.0K | 0.25% | +1,961 | New |
| Old Port Advisors | 1,959 | $252.8K | 0.06% | +10+0.5% | Added |
| HHM Wealth Advisors, LLC | 1,956 | $252.4K | 0.03% | −50−2.5% | Reduced |
| Tarbox Family Office, Inc. | 1,954 | $252.1K | 0.04% | −58−2.9% | Reduced |
| Townsend Asset Management Corp | 1,950 | $251.6K | 0.09% | −397−16.9% | Reduced |
| Indiana Trust & Investment Management CO | 1,945 | $251.0K | 0.07% | 00.0% | Unchanged |
| Optima Capital LLC | 1,944 | $250.9K | 0.11% | +17+0.9% | Added |
| Green Ridge Wealth Planning LLC | 1,940 | $250.3K | 0.13% | +1,940 | New |
| BIP Wealth, LLC | 1,932 | $249.3K | 0.01% | −301−13.5% | Reduced |