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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 1,931 | $249.2K | 0.07% | +87+4.7% | Added |
| Ameritas Advisory Services, LLC | 1,931 | $249.1K | 0.01% | −610−24.0% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $249.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,922 | $248.0K | 0.11% | +15+0.8% | Added |
| SJS Investment Consulting Inc. | 1,913 | $246.9K | 0.03% | +288+17.7% | Added |
| BNB Wealth Management, LLC | 1,912 | $246.7K | 0.16% | +1,912 | New |
| McGowan Group Asset Management, Inc. | 1,911 | $246.6K | 0.03% | +18+1.0% | Added |
| X-Square Capital, LLC | 1,909 | $246.0K | 0.08% | +1+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 1,906 | $245.9K | 0.03% | +248+15.0% | Added |
| Denali Advisors LLC | 1,900 | $245.2K | 0.03% | −2,218−53.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,900 | $245.2K | 0.07% | −61−3.1% | Reduced |
| Summit Asset Management, LLC | 1,900 | $245.1K | 0.03% | +24+1.3% | Added |
| Signet Private Wealth LLC | 1,894 | $244.4K | 0.23% | +1,894 | New |
| Davidson Trust Co | 1,886 | $243.4K | 0.10% | −875−31.7% | Reduced |
| Weik Capital Management | 1,885 | $243.2K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,871 | $242.5K | 0.02% | −97−4.9% | Reduced |
| Investment Partners, Ltd. | 1,879 | $242.4K | 0.08% | +1,879 | New |
| Columbia Asset Management | 1,878 | $242.3K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,875 | $241.9K | 0.01% | +282+17.7% | Added |
| Howland Capital Management LLC | 1,874 | $241.9K | 0.01% | +6+0.3% | Added |
| Powers Advisory Group, LLC | 1,873 | $241.7K | 0.09% | +1+0.1% | Added |
| Westside Investment Management, Inc. | 1,868 | $241.7K | 0.04% | +23+1.2% | Added |
| Tranquility Partners, LLC | 1,866 | $240.8K | 0.09% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,864 | $240.5K | 0.01% | +92+5.2% | Added |
| Merrithew & Thorsten Inc | 1,861 | $240.0K | 0.25% | +1,861 | New |
| Basecamp Wealth Advisors LLC | 1,858 | $239.8K | 0.05% | +1,858 | New |
| Washington Trust Co | 1,855 | $239.4K | 0.01% | −50−2.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,854 | $239.2K | 0.02% | +1,854 | New |
| Argentarii, LLC | 1,851 | $238.9K | 0.08% | +1+0.1% | Added |
| Werba Rubin Papier Wealth Management | 1,850 | $238.7K | 0.06% | +69+3.9% | Added |
| Keating Investment Counselors Inc | 1,837 | $237.0K | 0.07% | 00.0% | Unchanged |
| PFG Advisors | 1,835 | $236.8K | 0.01% | −565−23.5% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $236.4K | 0.06% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,832 | $236.4K | 0.02% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 1,829 | $236.0K | 0.18% | +1,829 | New |
| Trueblood Wealth Management, LLC | 1,817 | $234.5K | 0.09% | −18−1.0% | Reduced |
| Wolff Financial Management LLC | 1,815 | $234.2K | 0.05% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,815 | $234.2K | 0.02% | +11+0.6% | Added |
| Sax Wealth Advisors, LLC | 1,811 | $233.7K | 0.01% | +1,811 | New |
| Signature Estate & Investment Advisors LLC | 1,808 | $233.3K | 0.00% | −21−1.1% | Reduced |
| InTrack Investment Management Inc | 1,803 | $232.7K | 0.13% | +267+17.4% | Added |
| Cullen Investment Group, Ltd. | 1,635 | $232.5K | 0.03% | +5+0.3% | Added |
| Prosperity Consulting Group, LLC | 1,799 | $232.1K | 0.01% | +157+9.6% | Added |
| Integrity Alliance, LLC. | 1,796 | $231.8K | 0.01% | +1,796 | New |
| Viawealth, LLC | 1,792 | $231.3K | 0.13% | +1+0.1% | Added |
| Radnor Capital Management, LLC | 1,792 | $231.2K | 0.03% | −50−2.7% | Reduced |
| KPP Advisory Services LLC | 1,781 | $229.8K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,773 | $228.8K | 0.02% | −37−2.0% | Reduced |
| Hourglass Capital, LLC | 1,770 | $228.4K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $227.8K | 0.11% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,764 | $227.6K | 0.04% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,764 | $227.6K | 0.07% | +1,764 | New |
| Whetstone Capital Advisors, LLC | 1,759 | $227.0K | 0.07% | −38−2.1% | Reduced |
| Cooper Financial Group | 1,758 | $226.9K | 0.02% | +4+0.2% | Added |
| Sound Income Strategies, LLC | 1,638 | $226.5K | 0.01% | +166+11.3% | Added |
| MidWestOne Financial Group, Inc. | 1,751 | $225.9K | 0.03% | 00.0% | Unchanged |
| Moller Financial Services | 1,748 | $225.6K | 0.05% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,743 | $224.9K | 0.08% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,738 | $224.3K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 1,736 | $224.0K | 0.13% | −261−13.1% | Reduced |
| Traynor Capital Management, Inc. | 1,733 | $223.6K | 0.01% | +97+5.9% | Added |
| Keating Financial Advisory Services, Inc. | 1,731 | $223.4K | 0.03% | +1,731 | New |
| St Germain D J Co Inc | 1,731 | $223.4K | 0.01% | −15−0.9% | Reduced |
| Frec Markets, Inc. | 1,727 | $222.9K | 0.07% | +1,727 | New |
| Per Stirling Capital Management, LLC. | 1,727 | $222.8K | 0.03% | +5+0.3% | Added |
| Falcon Wealth Planning | 1,721 | $222.1K | 0.02% | +1,721 | New |
| KC Investment Advisors, LLC | 1,718 | $221.7K | 0.05% | +1,718 | New |
| SageView Advisory Group, LLC | 1,718 | $221.7K | 0.01% | +25+1.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,716 | $221.4K | 0.05% | −98−5.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,712 | $220.9K | 0.03% | +5+0.3% | Added |
| Ami Investment Management Inc | 1,711 | $220.8K | 0.05% | −18−1.0% | Reduced |
| Sentry LLC | 1,710 | $220.7K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,710 | $220.7K | 0.02% | +38+2.3% | Added |
| Strait & Sound Wealth Management LLC | 1,705 | $220.0K | 0.08% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 1,483 | $219.6K | 0.19% | −15−1.0% | Reduced |
| Capital City Trust Co | 1,700 | $219.4K | 0.05% | +1,700 | New |
| Perennial Investment Advisors, LLC | 1,699 | $219.2K | 0.02% | +53+3.2% | Added |
| Crestmont Private Wealth LLC | 1,698 | $219.1K | 0.07% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 1,696 | $218.9K | 0.10% | +1,696 | New |
| IVC Wealth Advisors LLC | 1,683 | $217.2K | 0.09% | −17−1.0% | Reduced |
| JNBA Financial Advisors | 1,683 | $217.2K | 0.02% | +9+0.5% | Added |
| Stoneridge Investment Partners LLC | 1,685 | $217.0K | 0.15% | +1,685 | New |
| Moss Adams Wealth Advisors LLC | 1,679 | $216.7K | 0.02% | +49+3.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,677 | $216.4K | 0.05% | +18+1.1% | Added |
| Blackston Financial Advisory Group, LLC | 1,675 | $216.2K | 0.13% | −101−5.7% | Reduced |
| Asset Advisors Investment Management, LLC | 1,673 | $215.9K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,670 | $215.5K | 0.13% | −6−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,659 | $214.1K | 0.01% | −373−18.4% | Reduced |
| Biltmore Family Office, LLC | 1,659 | $214.1K | 0.03% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,659 | $214.1K | 0.06% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,656 | $213.7K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,655 | $213.6K | 0.09% | −48−2.8% | Reduced |
| Childress Capital Advisors, LLC | 1,654 | $213.4K | 0.03% | +43+2.7% | Added |
| Allied Investment Advisors, LLC | 1,654 | $213.4K | 0.03% | +1,654 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,652 | $213.1K | 0.03% | +22+1.3% | Added |
| BNC Wealth Management, LLC | 1,651 | $213.0K | 0.05% | +1+0.1% | Added |
| Murphy Pohlad Asset Management LLC | 1,650 | $212.9K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,481 | $212.7K | 0.03% | −417−22.0% | Reduced |
| Brookwood Investment Group LLC | 1,648 | $212.7K | 0.03% | −812−33.0% | Reduced |
| Trust Co | 1,646 | $212.4K | 0.02% | +1,317+400.3% | Added |