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 |
|---|---|---|---|---|---|
| Empyrean Capital Partners, LP | 264,800 | $34.2M | 1.19% | +48,000+22.1% | Added |
| Ieq Capital, LLC | 264,260 | $34.1M | 0.10% | +77,273+41.3% | Added |
| State of Wisconsin Investment Board | 256,111 | $33.0M | 0.07% | +7,410+3.0% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $32.8M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 253,653 | $32.7M | 0.12% | −950.0% | Reduced |
| Fort Washington Investment Advisors Inc | 242,425 | $31.3M | 0.17% | +7,485+3.2% | Added |
| Millennium Management LLC | 241,899 | $31.2M | 0.02% | −542,935−69.2% | Reduced |
| Advisory Resource Group | 238,287 | $30.7M | 5.41% | −1,211−0.5% | Reduced |
| Cetera Investment Advisers | 237,872 | $30.7M | 0.03% | +8,202+3.6% | Added |
| US Bancorp | 236,347 | $30.5M | 0.04% | −1,214−0.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 227,368 | $29.4M | 0.05% | −3,053−1.3% | Reduced |
| Great West Life Assurance Co | 226,118 | $29.2M | 0.05% | −30,348−11.8% | Reduced |
| Janney Montgomery Scott LLC | 222,062 | $28.7M | 0.07% | +2,871+1.3% | Added |
| Stack Financial Management, Inc | 217,473 | $28.1M | 2.14% | −1,866−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 215,322 | $27.8M | 0.04% | +20,856+10.7% | Added |
| Van Eck Associates Corp | 215,182 | $27.8M | 0.02% | −63,096−22.7% | Reduced |
| Franklin Resources Inc | 214,855 | $27.7M | 0.01% | +1,880+0.9% | Added |
| Pictet Asset Management Holding SA | 214,279 | $27.6M | 0.03% | +11,181+5.5% | Added |
| Baird Financial Group, Inc. | 212,515 | $27.4M | 0.04% | −2,031−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 211,917 | $27.3M | 0.04% | −43,922−17.2% | Reduced |
| TCTC Holdings, LLC | 207,980 | $26.8M | 0.80% | −740−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 207,025 | $26.7M | 0.07% | −2,152−1.0% | Reduced |
| Torray LLC | 206,595 | $26.7M | 3.82% | −2,255−1.1% | Reduced |
| Blair William & Co | 203,074 | $26.2M | 0.07% | −14,298−6.6% | Reduced |
| First Trust Advisors LP | 198,114 | $25.6M | 0.02% | −4,053−2.0% | Reduced |
| Cushing Asset Management, LP | 190,900 | $24.6M | 1.41% | −18,800−9.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 190,439 | $24.6M | 0.03% | +17,702+10.2% | Added |
| Hikari Power Ltd | 190,330 | $24.6M | 1.94% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 188,953 | $24.4M | 0.13% | +30,274+19.1% | Added |
| Natixis Advisors, L.P. | 186,915 | $24.1M | 0.03% | −12,917−6.5% | Reduced |
| MML Investors Services, LLC | 185,128 | $23.9M | 0.06% | +11,644+6.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 183,707 | $23.7M | 0.06% | +7,374+4.2% | Added |
| Royal London Asset Management Ltd | 183,170 | $23.6M | 0.05% | +4,781+2.7% | Added |
| Asset Management One Co.,Ltd. | 180,906 | $23.3M | 0.06% | +13,908+8.3% | Added |
| Nisa Investment Advisors, LLC | 178,559 | $23.0M | 0.08% | +4,939+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 172,691 | $22.3M | 0.05% | +67,062+63.5% | Added |
| Treasurer of the State of North Carolina | 168,853 | $21.8M | 0.07% | −14,432−7.9% | Reduced |
| New York State Common Retirement Fund | 163,500 | $21.1M | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 187,608 | $20.7M | 0.30% | −395−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 151,226 | $20.6M | 0.03% | +14,038+10.2% | Added |
| Adams Natural Resources Fund, Inc. | 155,475 | $20.1M | 3.04% | −4,000−2.5% | Reduced |
| Captrust Financial Advisors | 153,788 | $19.8M | 0.04% | +17,866+13.1% | Added |
| Nomura Asset Management International Inc. | 152,444 | $19.7M | 0.03% | +152,444 | New |
| Rockefeller Capital Management L.P. | 150,396 | $19.4M | 0.03% | +7,758+5.4% | Added |
| Nomura Asset Management Co Ltd | 147,408 | $19.0M | 0.05% | +3,171+2.2% | Added |
| Bank of Nova Scotia | 146,500 | $18.9M | 0.03% | +91,534+166.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 144,330 | $18.6M | 0.05% | +127,547+760.0% | Added |
| Chickasaw Capital Management LLC | 143,779 | $18.6M | 0.76% | −812−0.6% | Reduced |
| Glenmede Trust Co NA | 143,277 | $18.5M | 0.09% | +143,277 | New |
| Gabelli Funds LLC | 140,750 | $18.2M | 0.12% | +25,850+22.5% | Added |
| Allspring Global Investments Holdings, LLC | 139,014 | $18.2M | 0.03% | +4,405+3.3% | Added |
| F&V Capital Management, LLC | 137,782 | $17.8M | 3.78% | +1,275+0.9% | Added |
| Wallington Asset Management, LLC | 136,632 | $17.6M | 2.24% | +759+0.6% | Added |
| State of New Jersey Common Pension Fund D | 136,511 | $17.6M | 0.06% | −6,377−4.5% | Reduced |
| Toronto Dominion Bank | 135,709 | $17.5M | 0.03% | −14,186−9.5% | Reduced |
| CWM, LLC | 133,079 | $17.2M | 0.05% | +27,962+26.6% | Added |
| Keybank National Association | 132,788 | $17.1M | 0.06% | −3,024−2.2% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $16.9M | 1.17% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 129,049 | $16.7M | 0.96% | +15,018+13.2% | Added |
| Public Employees Retirement System of Ohio | 127,781 | $16.5M | 0.05% | −4,296−3.3% | Reduced |
| Standard Life Aberdeen plc | 127,106 | $16.4M | 0.03% | −969−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 125,506 | $16.2M | 0.08% | −5,640−4.3% | Reduced |
| CIBC Private Wealth Group, LLC | 120,789 | $15.6M | 0.03% | −289−0.2% | Reduced |
| Hikari Tsushin, Inc. | 118,202 | $15.3M | 0.99% | −6,817−5.5% | Reduced |
| Kestra Private Wealth Services, LLC | 116,938 | $15.1M | 0.19% | +9,150+8.5% | Added |
| American Century Companies Inc | 116,098 | $15.0M | 0.01% | +28,728+32.9% | Added |
| Arizona State Retirement System | 113,347 | $14.6M | 0.08% | −5,648−4.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 112,340 | $14.5M | 0.02% | +70,756+170.2% | Added |
| Rafferty Asset Management, LLC | 111,416 | $14.4M | 0.05% | −7,845−6.6% | Reduced |
| Mercer Global Advisors Inc | 110,827 | $14.3M | 0.02% | +25,240+29.5% | Added |
| Bollard Group LLC | 109,684 | $14.2M | 0.37% | −7,240−6.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 109,584 | $14.1M | 0.18% | −6,119−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 109,084 | $14.1M | 0.08% | +3,210+3.0% | Added |
| Verity & Verity, LLC | 108,945 | $14.1M | 1.09% | +720+0.7% | Added |
| Comerica Bank | 107,543 | $13.9M | 0.06% | −7,701−6.7% | Reduced |
| SIR Capital Management, L.P. | 106,930 | $13.8M | 1.53% | +106,930 | New |
| Czech National Bank | 106,245 | $13.7M | 0.09% | +3,605+3.5% | Added |
| Illinois Municipal Retirement Fund | 106,169 | $13.7M | 0.17% | +27,129+34.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 106,006 | $13.7M | 0.04% | +4,983+4.9% | Added |
| Credit Agricole S A | 105,972 | $13.7M | 0.04% | −41,762−28.3% | Reduced |
| State of Michigan Retirement System | 105,512 | $13.6M | 0.07% | −3,800−3.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 102,964 | $13.3M | 3.95% | −46,652−31.2% | Reduced |
| Public Sector Pension Investment Board | 102,583 | $13.2M | 0.04% | −6,086−5.6% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $12.9M | 0.48% | +10,000+11.1% | Added |
| D.A. Davidson & Co. | 98,226 | $12.7M | 0.08% | −1,593−1.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 98,182 | $12.7M | 0.21% | +98,182 | New |
| MetLife Investment Management | 97,976 | $12.6M | 0.06% | −3,730−3.7% | Reduced |
| Federated Hermes, Inc. | 97,711 | $12.6M | 0.02% | +94,285+2,752.0% | Added |
| Associated Banc-Corp | 96,842 | $12.5M | 0.32% | −564−0.6% | Reduced |
| Venture Visionary Partners LLC | 96,544 | $12.5M | 0.41% | +17,408+22.0% | Added |
| Jain Global LLC | 96,433 | $12.4M | 0.12% | +96,433 | New |
| CIBC Asset Management Inc | 95,885 | $12.4M | 0.03% | +38,266+66.4% | Added |
| Voya Investment Management LLC | 95,249 | $12.3M | 0.01% | −13,077−12.1% | Reduced |
| GF Fund Management Co. Ltd. | 95,217 | $12.3M | 0.21% | −2,191−2.2% | Reduced |
| Oppenheimer Asset Management Inc. | 94,819 | $12.2M | 0.15% | −2,653−2.7% | Reduced |
| CCM Investment Advisers LLC | 94,574 | $12.2M | 1.17% | +489+0.5% | Added |
| Schwerin Boyle Capital Management Inc | 94,491 | $12.2M | 1.34% | −355−0.4% | Reduced |
| State of Tennessee, Treasury Department | 84,707 | $12.2M | 0.04% | −1,262−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,722 | $12.1M | 0.06% | −3,323−3.4% | Reduced |
| Richard C. Young & CO., LTD. | 93,657 | $12.1M | 1.08% | −1,881−2.0% | Reduced |