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 |
|---|---|---|---|---|---|
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $211.5K | 0.14% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,635 | $211.0K | 0.06% | −13−0.8% | Reduced |
| Threadgill Financial, LLC | 1,635 | $211.0K | 0.09% | +1,635 | New |
| Cherry Tree Wealth Management, LLC | 1,629 | $210.2K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,629 | $210.2K | 0.06% | +1,629 | New |
| Sather Financial Group Inc | 1,625 | $209.7K | 0.01% | 00.0% | Unchanged |
| Embree Financial Group | 1,623 | $209.4K | 0.03% | +101+6.6% | Added |
| Novak & Powell Financial Services, Inc. | 1,620 | $209.1K | 0.11% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,617 | $208.7K | 0.06% | −624−27.8% | Reduced |
| SlateStone Wealth, LLC | 1,614 | $208.0K | 0.02% | +44+2.8% | Added |
| Ethos Financial Group, LLC | 1,600 | $206.5K | 0.02% | −1,484−48.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,599 | $206.3K | 0.01% | −262−14.1% | Reduced |
| Wealthcare Capital Partners, LLC | 1,597 | $206.1K | 0.10% | +12+0.8% | Added |
| McGuire Capital Advisors Inc | 1,597 | $206.1K | 0.13% | +1,597 | New |
| SG Trading Solutions, LLC | 1,593 | $206.0K | 0.05% | +1,593 | New |
| Sovereign Financial Group, Inc. | 1,594 | $205.7K | 0.04% | −73−4.4% | Reduced |
| Franklin Street Advisors Inc | 1,591 | $205.3K | 0.01% | +1,591 | New |
| Turtle Creek Wealth Advisors, LLC | 1,588 | $205.0K | 0.02% | +7+0.4% | Added |
| Patton Fund Management, Inc. | 1,584 | $204.4K | 0.03% | −533−25.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,583 | $204.2K | 0.07% | −116−6.8% | Reduced |
| Cambient Family Office, LLC | 1,582 | $204.1K | 0.03% | +1,582 | New |
| Continuum Advisory, LLC | 1,579 | $203.8K | 0.02% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,576 | $203.4K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,574 | $203.0K | 0.01% | −86−5.2% | Reduced |
| Birmingham Capital Management Co Inc | 1,573 | $203.0K | 0.09% | −200−11.3% | Reduced |
| Hardin Capital Partners, LLC | 1,571 | $202.7K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,563 | $201.7K | 0.00% | −56,840−97.3% | Reduced |
| Bank of New Hampshire | 1,562 | $201.6K | 0.05% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 1,554 | $200.5K | 0.21% | +2+0.1% | Added |
| Commonwealth Financial Services, LLC | 1,553 | $200.4K | 0.03% | −386−19.9% | Reduced |
| Shufro Rose & Co LLC | 1,550 | $200.0K | 0.01% | −1,225−44.1% | Reduced |
| First National Bank of Hutchinson | 1,550 | $200.0K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 1,548 | $199.8K | 0.01% | −144−8.5% | Reduced |
| Zions Bancorporation, National Association | 1,536 | $198.2K | 0.01% | +407+36.0% | Added |
| Peterson Wealth Services | 1,508 | $194.6K | 0.05% | −2,093−58.1% | Reduced |
| GeoWealth Management, LLC | 1,486 | $191.7K | 0.01% | +1,486 | New |
| Cromwell Holdings LLC | 1,464 | $188.9K | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,461 | $188.5K | 0.01% | −420−22.3% | Reduced |
| NBT Bank N A | 701 | $185.5K | 0.01% | −29−4.0% | Reduced |
| Coastline Trust Co | 1,422 | $183.5K | 0.02% | −75−5.0% | Reduced |
| Chilton Capital Management LLC | 1,417 | $182.8K | 0.01% | +3+0.2% | Added |
| Root Financial Partners, LLC | 1,415 | $182.6K | 0.01% | −303−17.6% | Reduced |
| Evelyn Partners Investment Management LLP | 1,411 | $182.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,397 | $180.3K | 0.02% | +83+6.3% | Added |
| True Wealth Design, LLC | 1,369 | $176.7K | 0.05% | +192+16.3% | Added |
| Eastern Bank | 1,364 | $176.0K | 0.00% | −331−19.5% | Reduced |
| Bullock Wealth Management Group | 1,361 | $175.7K | 0.09% | +9+0.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $175.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,354 | $174.7K | 0.04% | 00.0% | Unchanged |
| 10Elms LLP | 1,354 | $174.7K | 0.16% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,351 | $174.3K | 0.07% | +3+0.2% | Added |
| SBI Securities Co., Ltd. | 1,344 | $173.4K | 0.00% | −150−10.0% | Reduced |
| Quarry LP | 1,341 | $173.0K | 0.03% | −965−41.8% | Reduced |
| General Partner, Inc. | 1,303 | $168.1K | 0.10% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,302 | $168.0K | 0.05% | +472+56.9% | Added |
| Sittner & Nelson, LLC | 1,061 | $167.4K | 0.06% | −89−7.7% | Reduced |
| Wellington Shields Capital Management, LLC | 1,292 | $166.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,249 | $161.2K | 0.01% | −328−20.8% | Reduced |
| Valley National Advisers Inc | 1,249 | $161.0K | 0.02% | +9+0.7% | Added |
| Tompkins Financial Corp | 1,244 | $160.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,240 | $160.0K | 0.01% | −32−2.5% | Reduced |
| Triumph Capital Management | 1,237 | $159.6K | 0.03% | +1,237 | New |
| Onefund, LLC | 1,228 | $158.5K | 0.09% | +66+5.7% | Added |
| South Dakota Investment Council | 1,220 | $157.0K | 0.00% | −100−7.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,220 | $157.0K | 0.02% | +1+0.1% | Added |
| Lodestone Wealth Management LLC | 1,194 | $154.1K | 0.06% | +1,194 | New |
| Creative Financial Designs Inc | 1,180 | $152.3K | 0.01% | −4−0.3% | Reduced |
| AdvisorNet Financial, Inc | 1,176 | $151.7K | 0.01% | +1+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $151.1K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,163 | $150.0K | 0.02% | +362+45.2% | Added |
| McIlrath & Eck, LLC | 1,134 | $146.3K | 0.01% | +50+4.6% | Added |
| Centennial Bank | 1,130 | $145.8K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,112 | $143.5K | 0.00% | +742+200.5% | Added |
| Smithfield Trust Co | 1,113 | $143.0K | 0.01% | +45+4.2% | Added |
| United Community Bank | 1,099 | $141.8K | 0.05% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,082 | $139.6K | 0.10% | +3+0.3% | Added |
| American Capital Advisory, LLC | 1,062 | $137.0K | 0.06% | +3+0.3% | Added |
| Security National Bank | 1,054 | $136.0K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,039 | $134.1K | 0.01% | −67−6.1% | Reduced |
| Raleigh Capital Management Inc. | 1,037 | $133.8K | 0.05% | +1,037 | New |
| Archer Investment Corp | 1,028 | $132.7K | 0.03% | −580−36.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $130.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,008 | $130.1K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $129.0K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 1,000 | $129.0K | 0.06% | +1,000 | New |
| Clear Street Markets LLC | 998 | $128.8K | 0.02% | +301+43.2% | Added |
| Sentry Investment Management LLC | 970 | $125.0K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $123.9K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 958 | $123.7K | 0.01% | +9+0.9% | Added |
| CVA Family Office, LLC | 957 | $123.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 954 | $123.1K | 0.00% | +100+11.7% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $122.6K | 0.05% | 00.0% | Unchanged |
| Motco | 938 | $121.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 936 | $120.8K | 0.06% | 00.0% | Unchanged |
| City State Bank | 929 | $119.9K | 0.03% | +3+0.3% | Added |
| Broadwater Capital Management LLC | 900 | $116.1K | 0.09% | 00.0% | Unchanged |
| American National Bank | 879 | $113.4K | 0.01% | −3−0.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 865 | $111.6K | 0.04% | +7+0.8% | Added |
| DV Equities, LLC | 853 | $110.1K | 0.02% | +853 | New |
| Avion Wealth | 814 | $105.0K | 0.02% | −4−0.5% | Reduced |