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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 790 | $101.9K | 0.01% | +154+24.2% | Added |
| PFS Partners, LLC | 785 | $101.3K | 0.05% | +4+0.5% | Added |
| Gleason Group, Inc. | 782 | $100.9K | 0.01% | +7+0.9% | Added |
| Financial Management Professionals, Inc. | 765 | $98.7K | 0.01% | +1+0.1% | Added |
| Riverview Trust Co | 761 | $98.2K | 0.12% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 760 | $98.1K | 0.02% | +3+0.4% | Added |
| ORG Partners LLC | 751 | $96.9K | 0.02% | −12−1.6% | Reduced |
| Missouri Trust & Investment Co | 749 | $96.7K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 739 | $95.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 728 | $93.9K | 0.01% | −50−6.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 725 | $93.5K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 720 | $92.9K | 0.06% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 714 | $92.1K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 714 | $92.1K | 0.06% | −42−5.6% | Reduced |
| Miller Wealth Advisors, LLC | 711 | $91.7K | 0.03% | +4+0.6% | Added |
| Bank of Jackson Hole Trust | 710 | $91.6K | 0.04% | +50+7.6% | Added |
| Eurizon SLJ Capital Ltd | 707 | $91.2K | 0.04% | +707 | New |
| Kentucky Trust Co | 700 | $90.3K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 696 | $89.8K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 688 | $88.8K | 0.00% | +688 | New |
| SHP Wealth Management | 685 | $88.4K | 0.01% | +685 | New |
| Toth Financial Advisory Corp | 683 | $88.1K | 0.01% | +1+0.1% | Added |
| Godsey & Gibb Associates | 680 | $87.7K | 0.01% | +30+4.6% | Added |
| Johnson Financial Group, Inc. | 679 | $87.6K | 0.00% | +72+11.9% | Added |
| Atlantic Trust, LLC | 660 | $85.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 630 | $81.3K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 629 | $81.1K | 0.04% | +629 | New |
| DecisionPoint Financial, LLC | 627 | $80.9K | 0.02% | +623+15,575.0% | Added |
| Kimelman & Baird, LLC | 625 | $80.7K | 0.01% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 612 | $79.0K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 605 | $78.1K | 0.04% | −96−13.7% | Reduced |
| Pandora Wealth, Inc. | 605 | $78.1K | 0.05% | 00.0% | Unchanged |
| Torren Management, LLC | 604 | $77.9K | 0.04% | +604 | New |
| Murphy & Mullick Capital Management Corp | 603 | $77.8K | 0.06% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 600 | $77.4K | 0.00% | +600 | New |
| JFS Wealth Advisors, LLC | 586 | $75.6K | 0.00% | +89+17.9% | Added |
| First Horizon Corp | 586 | $75.6K | 0.00% | +106+22.1% | Added |
| Harvest Fund Management Co., Ltd | 581 | $75.0K | 0.00% | +33+6.0% | Added |
| NorthAvenue LLC | 578 | $74.6K | 0.06% | +578 | New |
| Cary Street Partner Investment Advisory LLC | 570 | $73.6K | 0.02% | +35+6.5% | Added |
| Tower View Investment Management & Research LLC | 565 | $72.9K | 0.04% | +5+0.9% | Added |
| McMillan Office, Inc. | 552 | $71.2K | 0.01% | +552 | New |
| Pin Oak Investment Advisors Inc | 450 | $71.0K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 548 | $70.0K | 0.02% | −15−2.7% | Reduced |
| Global Trust Asset Management, LLC | 541 | $69.8K | 0.03% | −307−36.2% | Reduced |
| New Millennium Group LLC | 539 | $69.5K | 0.03% | −84−13.5% | Reduced |
| Front Row Advisors LLC | 535 | $69.0K | 0.02% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 533 | $68.8K | 0.06% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 533 | $68.8K | 0.04% | −14−2.6% | Reduced |
| Quaker Wealth Management, LLC | 532 | $68.7K | 0.02% | +1+0.2% | Added |
| Park Place Capital Corp | 527 | $68.0K | 0.01% | +4+0.8% | Added |
| IFC & Insurance Marketing, Inc. | 527 | $68.0K | 0.07% | +527 | New |
| Litman Gregory Asset Management LLC | 524 | $67.6K | 0.00% | +524 | New |
| Wealth Preservation Advisors, LLC | 523 | $67.5K | 0.03% | −11−2.1% | Reduced |
| Aventura Private Wealth, LLC | 520 | $67.1K | 0.02% | +29+5.9% | Added |
| Elyxium Wealth, LLC | 520 | $67.1K | 0.02% | +520 | New |
| Key Financial Inc | 517 | $66.7K | 0.01% | +3+0.6% | Added |
| Salomon & Ludwin, LLC | 470 | $65.8K | 0.01% | −1−0.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 506 | $65.2K | 0.03% | +506 | New |
| Catalyst Capital Advisors LLC | 505 | $65.2K | 0.00% | −364−41.9% | Reduced |
| Quattro Advisors LLC | 504 | $65.1K | 0.05% | +504 | New |
| Webster Bank, N. A. | 501 | $64.6K | 0.01% | +243+94.2% | Added |
| Duncker Streett & Co Inc | 500 | $64.5K | 0.01% | −56−10.1% | Reduced |
| Hallmark Capital Management Inc | 500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $64.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $64.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $64.5K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 481 | $62.1K | 0.04% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 474 | $61.2K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 468 | $60.4K | 0.02% | +3+0.6% | Added |
| UMA Financial Services, Inc. | 455 | $58.7K | 0.01% | +5+1.1% | Added |
| Bayban | 447 | $57.7K | 0.05% | +447 | New |
| Financially Speaking Inc | 432 | $55.7K | 0.04% | +4+0.9% | Added |
| Plato Investment Management Ltd | 424 | $55.0K | 0.00% | −456−51.8% | Reduced |
| Kerr Financial Planning Corp | 348 | $53.5K | 0.07% | −13−3.6% | Reduced |
| Sofos Investments, Inc. | 413 | $53.3K | 0.01% | −78−15.9% | Reduced |
| Manchester Capital Management LLC | 405 | $52.3K | 0.01% | +121+42.6% | Added |
| Morse Asset Management, Inc | 400 | $51.6K | 0.01% | −1,545−79.4% | Reduced |
| Activest Wealth Management | 400 | $51.6K | 0.01% | +328+455.6% | Added |
| First Command Advisory Services, Inc. | 399 | $51.5K | 0.00% | +116+41.0% | Added |
| Stephenson National Bank & Trust | 391 | $50.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 385 | $49.7K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 384 | $49.6K | 0.00% | +375+4,166.7% | Added |
| Evolution Advisers, Inc. | 373 | $48.0K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 363 | $46.8K | 0.03% | −75−17.1% | Reduced |
| Copia Wealth Management | 363 | $46.8K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 358 | $46.2K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $46.2K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 353 | $45.5K | 0.02% | +3+0.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 350 | $45.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 346 | $44.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 342 | $44.1K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 339 | $44.0K | 0.02% | +339 | New |
| Dynamic Wealth Strategies, LLC | 330 | $42.6K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 328 | $42.3K | 0.02% | +2+0.6% | Added |
| GW&K Investment Management, LLC | 323 | $42.0K | 0.00% | −5−1.5% | Reduced |
| Country Trust Bank | 321 | $41.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 315 | $40.7K | 0.01% | +147+87.5% | Added |
| Global Wealth Strategies & Associates | 311 | $40.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $39.0K | 0.01% | −22−6.8% | Reduced |