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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 1 | $130 | 0.00% | +1 | New |
| St. Johns Investment Management Company, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 58,375 | $0 | 0.00% | +58,375 | New |
| FNY Investment Advisers, LLC | 5 | $0 | 0.00% | +5 | New |
| Ossiam | 0 | $0 | 0.00% | −318,377−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −187,558−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −181,508−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −160,984−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −129,132−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −86,950−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −33,734−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −32,013−100.0% | Sold out |
| Kintayl Capital LP | 0 | $0 | 0.00% | −29,270−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −23,029−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −17,601−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −17,294−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,274−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,396−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −12,095−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −9,782−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −9,011−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,718−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,271−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −7,027−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −5,191−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −4,441−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Vista Cima Wealth Management LLC | 0 | $0 | 0.00% | −3,368−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,644−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,777−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Touchstone Capital, Inc. | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| Benchmark Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Elm3 Financial Group, LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Loudon Investment Management, LLC | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Argus Investors' Counsel, Inc. | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Blue Rock Wealth Management LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Apriem Advisors | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Traveka Wealth, LLC | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| MASTERINVEST Kapitalanlage GmbH | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Amarillo National Bank | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Financial Management Network Inc | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −1,483−100.0% | Sold out |
| Hendley & Co Inc | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Cambridge Financial Group, LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −616−100.0% | Sold out |